TBPN

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Linda Yaccarino Steps Down as CEO of X, F1's Red Bull Fires Christian Horner | Ben Thompson, Scott Belsky, David Marcus, Nathan Lambert, Richard Socher, Naeem Talukdar Jul 09, 2025

Show notes

(02:57) - Linda Yaccarino Steps Down as CEO of X
(06:01) - Grok Spreads Antisemitic Rants on X
(16:00) - Tariff Deadline Pushed to August
(17:54) - F1's Red Bull Fires Christian Horner
(26:54) - Cloudflare Locks Down AI Crawlers
(30:07) - Timeline
(57:51) - David Marcus, co-founder and CEO of Lightspark, has an extensive background in financial services and technology, including leadership roles at PayPal and Meta. He discusses his journey from founding companies in Europe to leading PayPal and Meta's messaging products, culminating in the creation of Lightspark to build modern payment infrastructure on Bitcoin. Marcus emphasizes the importance of an open, decentralized money network and introduces technologies like the Universal Money Address (UMA) and Spark, a new Bitcoin Layer 2 solution, to facilitate real-time, low-cost global transactions.
(01:27:24) - Ben Thompson, founder of Stratechery, is a technology and media analyst known for his in-depth analysis of tech industry strategies and business models. In the conversation, he discusses his career trajectory, the evolution of his independent analysis platform, and the challenges faced by tech companies in adapting to new market dynamics. He also explores topics such as the impact of AI on the tech industry, the importance of maintaining independence in media analysis, and the strategic decisions of major tech companies.
(02:07:17) - Scott Belsky is an entrepreneur, author, and investor, best known for founding Behance, an online platform for creative professionals, and serving as Adobe's Chief Strategy Officer and Executive Vice President of Design & Emerging Products. In the conversation, Belsky discusses the concept of AI safety layers, emphasizing how AI can act as a protective mechanism against scams and misinformation by detecting and alerting users to potential threats. He also explores the economic incentives behind AI development, suggesting that aligning these incentives with user safety can mitigate risks associated with AI technologies.
(02:30:53) - Nathan Lambert is a machine learning researcher at the Allen Institute for AI, focusing on building and advocating for open language models. In the conversation, he discusses the competitive landscape between American and Chinese AI models, emphasizing the need for the U.S. to invest in open-source AI to maintain technological leadership. He also highlights the importance of transparency and accessibility in AI development to foster innovation and trust.
(02:43:29) - Richard Socher, a prominent AI researcher and entrepreneur, is the founder and CEO of You.com, an AI-powered search engine, and managing partner at AIX Ventures. In the conversation, he discusses his journey from completing a Ph.D. at Stanford to founding MetaMind, which was acquired by Salesforce, where he served as Chief Scientist. He also explores the challenges of integrating AI into enterprise search, the current state of AI research, and the future of artificial general intelligence.
(02:57:49) - Naeem Talukdar, co-founder and CEO of Moonvalley, leads a team combining AI researchers and filmmakers to develop advanced generative video models. He discusses the integration of AI into filmmaking, emphasizing the creation of tools that enhance, rather than replace, the creative process. Talukdar highlights the importance of ethical AI practices, noting that Moonvalley's models are trained exclusively on licensed data to ensure responsible use in the entertainment industry.

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Meta Poaches Apple's Top AI Executive, Replit Partners with Microsoft, Unilever Goes Viral with AI | Alex Roy, Ryan Petersen, Jonathon Barkl, Jonathan Ross, Craig Piggott, Jacob Glanville Jul 08, 2025

Show notes

(02:49) - Meta Poaches Apple AI Exec
(07:26) - Jane Street Update
(11:11) - Shaun Maguire Under Fire
(13:21) - Replit Teams Up with Microsoft
(15:58) - TSA Drops Shoe Rule
(18:18) - Unilever Uses AI For Viral Soap Ads
(19:27) - Gemini Nano Ships
(21:20) - Alex Roy, a renowned automotive journalist and former Cannonball Run record holder, discusses his transition from illegal cross-country racing to investing in autonomous vehicle technology. He highlights how his experience in planning and executing high-speed, long-distance drives provided valuable insights into mapping, radar detection, and vehicle autonomy, which he later applied as an executive at Argo AI, Ford and VW's self-driving car unit. Roy also reflects on the evolution of the Cannonball Run, noting the impact of technological advancements and the potential for autonomous vehicles to set future records.
(46:06) - Ryan Petersen, CEO of Flexport, a leading logistics and supply chain management company, discusses the challenges posed by recent U.S. tariffs on global trade. He highlights the complexities businesses face due to rapidly changing tariff policies, making supply chain planning difficult. Petersen also notes that while some companies have shifted production to countries like Vietnam to avoid tariffs, these regions have also been affected, leading to further uncertainty.
(01:13:59) - Jonathon Barkl, co-founder and CEO of AirGarage, discusses how his company partners with real estate owners to modernize parking facilities by implementing technology-driven solutions that enhance user experience and increase revenue. He highlights AirGarage's growth to over 300 locations across 38 states, emphasizing their ability to boost net operating income for property owners by 20 to 50% through services like payments, advertising, enforcement, and data analytics. Barkl also addresses the challenges posed by traditional parking systems and competitors, underscoring AirGarage's commitment to innovation and customer satisfaction.
(01:30:03) - Timeline Reactions
(01:39:16) - Jacob Glanville, PhD, is a computational immunoengineer and serial entrepreneur, known for founding Distributed Bio and Centivax, where he serves as CEO. In the conversation, he discusses Centivax's development of a universal flu vaccine aiming for 80-95% efficacy, supported by nearly $100 million in funding, and a universal antivenom derived from antibodies of Tim Friede, who self-immunized against multiple snake species.
(01:51:53) - Craig Piggott, founder and CEO of Halter, discusses how his company is revolutionizing livestock management by replacing traditional fencing with solar-powered collars that guide cattle using sound and vibration cues, allowing farmers to control and monitor their herds remotely via a mobile app. This innovation addresses labor shortages in farming by automating tasks, enabling more precise operations, and freeing up time for farmers to focus on other essential activities. Piggott also highlights Halter's significant growth, with operations in New Zealand, Australia, and the U.S., managing hundreds of thousands of cows across over a thousand farms, and achieving a valuation of $1.65 billion following a recent $165 million Series D funding round.
(02:00:19) - Jonathan Ross, CEO and founder of Groq, discusses the company's development of Language Processing Units (LPUs) designed to accelerate AI inference tasks with greater speed and efficiency compared to traditional GPUs. He highlights Groq's unique chip architecture, which eliminates external memory to reduce latency and energy consumption, and emphasizes the importance of software optimization in achieving competitive performance. Ross also shares insights into Groq's rapid deployment of data centers, strategic partnerships, and the company's vision to capture a significant share of the global AI inference market by deploying over a million processors.

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Dwarkesh Updates AGI Timelines, Rainmaker Accused of Role in Texas Floods, Underground Robot Boxing in SF, Elon's 'America Party' | Dwarkesh Patel, Augustus Doricko, Shishir Mehrotra & Rahul Vohra, Ankur Nagpal, Preston Holland, Matej Cernosek Jul 07, 2025

Show notes

(01:43) - Dwarkesh Updates AGI Timelines
(05:05) - Rainmaker Accused of Role in Texas Floods
(08:44) - Underground Robot Boxing in SF
(14:14) - TikTok Reportedly Preps US-Only App
(17:28) - Elon's 'America Party'
(21:26) - Oracle Cuts Cloud Prices for Feds
(22:45) - Meta Beats Authors' AI Suit
(24:54) - Dwarkesh Patel, host of the Dwarkesh Podcast, is known for interviewing leading intellectuals on topics like artificial intelligence and economics. In this conversation, he discusses the challenges of integrating AI into workflows, emphasizing the limitations of current language models in learning from feedback and adapting over time. He also explores the potential economic impacts of AI advancements, highlighting the need for effective management of public expectations and policies to address the transformative effects on the job market.
(58:04) - Augustus Doricko, CEO and founder of Rainmaker, discusses the recent Texas flooding, emphasizing that Rainmaker's cloud seeding operations were suspended prior to the event and did not contribute to the disaster. He expresses concern over proposed legislation by Marjorie Taylor Greene to ban weather modification, arguing that such measures are based on misinformation and could harm agricultural interests. Doricko advocates for transparent regulation and oversight of weather modification technologies to ensure their safe and beneficial use.
(01:26:40) - Shishir Mehrotra & Rahul Vohra are the CEOs of Grammarly and Superhuman, respectively, and together they outline how Grammarly’s acquisition of Superhuman will reshape workplace email. The two leaders describe a future in which Grammarly’s AI agents are woven directly into Superhuman’s lightning-fast inbox, allowing professionals to compose, triage, and act on messages far more quickly while pulling context from calendars, docs, and other workflows.
(01:56:00) - Ankur Nagpal, founder of Teachable and Carry, discusses his journey from selling his company and facing a significant tax bill to creating Carry, a platform that automates tax savings for business owners. He highlights the complexities of the U.S. tax code and emphasizes the importance of leveraging tax strategies to build wealth. Additionally, he explains recent legislative changes, such as adjustments to the Qualified Small Business Stock (QSBS) exemption and bonus depreciation, and their implications for entrepreneurs.
(02:12:56) - Preston Holland, founder and president of Prestige Aircraft Finance, discusses the impact of bonus depreciation on private jet ownership, explaining how owners can expense the full cost of a jet in the first year if it's used predominantly for business purposes. He highlights the importance of understanding tax implications, such as depreciation recapture when selling an aircraft, and emphasizes the need for consulting tax professionals to navigate these complexities. Additionally, Holland notes that while bonus depreciation can stimulate aircraft purchases, current higher interest rates may temper market enthusiasm compared to previous periods of similar tax incentives.
(02:32:14) - Matej "Matt" Cernosek is the CEO and co-founder of Adrenum, a company dedicated to securing the ocean through distributed sonar sensing systems for the maritime sector. In the conversation, he discusses his journey from studying at the Colorado School of Mines to founding Adrenum with Alex Chu, emphasizing the underappreciated nature of maritime intelligence and the need for advanced sensing technologies. He highlights the challenges of detecting modern threats like autonomous drug-smuggling submarines and the importance of integrating hardware and software to build scalable, intelligent sonar systems capable of distinguishing between man-made objects and biological entities in the ocean.

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Weekly Recap: The Soham Parekh Drama, Meta Attacks OpenAI, The AI Talent War, Trump's Mega Bill Jul 05, 2025

Show notes

(00:03) - The Soham Parek Drama
(05:39) - Soham Parek Interview
(27:20) - Flo Crivello (Lindy)
(38:13) - Emily Sundberg (Feed Me)
(01:09:33) - Senate Passes Trump's Megabill
(01:13:46) - Zak Kukoff (Lewis-Bruke Associates)
(01:28:23) - Matthew Prince (Cloudflare)
(02:00:03) - Meta Poaches OpenAI Engineers
(02:39:51) - Will Brown (Prime Intellect)
(03:10:05) - Sam Altman Slams Meta

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Soham Parekh Exclusive Interview | Chris Miller, Aaron Ginn, Bridget Harris, Pryce A. Yebesi, Jacob Rintamaki, Auren Hoffman, Mehran Jalali, Kushal Byatnal, Avlok Kohli, Nico Christie, Flo Crivello Jul 03, 2025

Show notes

(04:05) - Soham Parekh, an Indian software engineer, has been accused by multiple U.S. startup founders of simultaneously working at several companies without disclosure, leading to his termination from firms like Playground AI and Antimetal. In a recent conversation, Parekh admitted to his actions, attributing them to financial difficulties and expressing regret for his decisions. He emphasized his commitment to focusing solely on his new role at Darwin, an AI-driven video platform, and discussed his plans to rebuild trust within the tech community.
(35:31) - Top Stories
(42:21) - Nat Friedman Confirms His Start at Meta
(01:05:12) - Chris Miller, an economic historian and author of "Chip War," discusses the historical and ongoing global competition in semiconductor technology, emphasizing its critical role in military and economic power. He highlights China's extensive investments to reduce reliance on imported chips, particularly from Taiwan, and examines the strategic implications of U.S. export controls and the challenges in enforcing these regulations. Miller also explores the complexities of China's semiconductor industry, noting the mix of market-driven competition and state intervention, and the difficulties in replicating advanced chip manufacturing capabilities due to the intricate and capital-intensive nature of the industry.
(01:38:12) - Aaron Ginn is a writer and entrepreneur known for his work on technology and innovation. In his recent article, he argues that robots will democratize luxury by making services once exclusive to the wealthy accessible to the general public, thereby enhancing the quality of life for average Americans. He emphasizes that, like past technological advancements, robots will follow a pattern of starting as luxuries for the rich before becoming widespread, ultimately benefiting society as a whole.
(02:00:45) - Bridget Harris, an Associate at Founders Fund with a background in early-stage crypto investments from her time at Pantera Capital, discusses the decentralized nature of the crypto industry and the significance of stablecoins as a key development within it. She highlights the challenges posed by stablecoins to traditional banking systems, emphasizing their potential to disrupt financial institutions by offering safer, one-to-one backed alternatives to conventional bank deposits. Additionally, Harris touches on the complexities of tokenizing equities, noting that while it serves as a regulatory workaround for delivering U.S. equities to international investors, it may be less compelling for domestic markets where traditional systems are already effective.
(02:13:40) - Pryce Yebesi, co-founder and CEO of Open Ledger, introduces his company, which provides an embedded accounting API enabling vertical SaaS platforms to integrate comprehensive accounting suites without building a general ledger from scratch. He discusses the challenges businesses face with fragmented financial data and how Open Ledger's APIs and components simplify embedding full accounting functionalities into products, enhancing efficiency and user experience. Yebesi also highlights the role of artificial intelligence in automating bookkeeping tasks, reducing the need for human intervention, and positioning Open Ledger as a transformative solution in the embedded fintech space.
(02:21:47) - Jacob Rintamaki, a Stanford student and early supporter of AI art, discusses his collaboration with artist Ophira on creating artwork using large language models like ChatGPT. They have launched a platform, beautiful.aiart.com, to sell AI-generated art, achieving initial sales and planning to expand by adding more artists. Additionally, they mention a forthcoming documentary by Grimes and filmmaker Matt Zien, focusing on AI artists and their interactions with AI models.
(02:31:41) - Auren Hoffman, an American entrepreneur and investor, is the CEO of SafeGraph and co-founder of LiveRamp. In the conversation, he critiques venture capitalists for not adhering to the ambitious advice they give to startups, highlighting their reluctance to take their own firms public, merge with others, or maintain single leadership structures. He contrasts this with private equity firms, which he views as more ambitious and proactive in scaling their businesses.
(02:40:25) - Mehran Jalali, a tech entrepreneur and AI startup founder, discusses his recent project using lidar technology to uncover ancient Mayan civilizations hidden beneath dense rainforests in Belize and Mexico. By flying planes equipped with powerful lidar scanners, his team has identified previously unseen pyramids, buildings, and extensive road networks, revealing structures unseen for over a millennium. Jalali emphasizes the importance of integrating technology into archaeology, aiming to expand these efforts to scan larger areas and explore other regions like the Amazon and coastal areas to uncover submerged cities.
(02:50:47) - Kushal Byatnal, co-founder and CEO of Extend, discusses his company's recent $17 million funding across seed and Series A rounds, which will accelerate their mission to transform unstructured documents into structured, validated data using AI-powered solutions. He highlights Extend's platform, built on large language models, that delivers over 95% accuracy in processing complex documents, including degraded scans and handwritten forms. Byatnal also emphasizes the platform's ability to handle various document types, such as PDFs and Excel files, and its application in industries like healthcare, finance, and supply chain, where accurate data extraction is critical.
(03:07:30) - Avlok Kohli, CEO of AngelList and a serial entrepreneur, discusses the surge in venture capital activity during Q2, highlighting increased M&A and IPOs leading to significant returns for limited partners, which are being reinvested into emerging and micro VCs. He notes a 50% quarter-over-quarter increase in LP dollars flowing into these smaller funds, attributing this to a cycle of liquidity and renewed optimism in the venture ecosystem. Kohli also addresses misconceptions about the decline of emerging managers, emphasizing that real-time data from AngelList contradicts such narratives.
(03:25:22) - Nico Christie, co-founder of Fundamental, introduces Shortcut, a superhuman Excel agent designed to enhance productivity by automating complex tasks within Excel. He highlights Shortcut's superior performance compared to existing tools like Gemini and Copilot, emphasizing its ability to generate code at runtime through a novel approach called Cogen. Christie also discusses plans to scale Shortcut's capacity to meet growing demand and shares insights into Fundamental's mission to develop digital humans with advanced cognitive capabilities.
(03:32:54) - Flo Crivello, founder and CEO of Lindy, an AI assistant platform, discusses the challenges of maintaining trust within Silicon Valley's culture, emphasizing the importance of ethical behavior and the potential consequences of compromising on ethics. He reflects on the necessity of building a company culture centered on customer obsession and excellence to ensure long-term success. Crivello also highlights the significance of human-centric collaboration software in the evolving landscape of remote work.

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Who Is Soham Parekh? Erebor News Leaks, Microsoft Scales Back AI Chip Plans and Cuts 9,000 Jobs, Sam Altman Slams Meta’s AI Talent Poaching | Deedy Das, Emily Sundberg, Mert Mumtaz, Zak Kukoff, John Kim, Amit Jain Jul 02, 2025

Show notes

(01:35) - Top Stories
(38:42) - Crypto Bank Erebor Rises from SVB Ashes
(46:12) - Microsoft Scales Back AI Chip Plans
(54:11) - Sam Altman Slams Meta
(57:40) - Deedy Das, a principal at Menlo Ventures, has a background in engineering and product leadership, including roles at Google and Facebook, and was a founding team member at Glean. In the conversation, he discusses his transition from engineering to venture capital, emphasizing the value of technical expertise in investing, and highlights his focus on early-stage investments in AI/ML, next-generation infrastructure, and enterprise software.
(01:28:56) - Emily Sundberg is a New York-based writer and director, best known for her daily business newsletter, *Feed Me*, which has garnered a dedicated readership of around 60,000 subscribers. In the conversation, she discusses her journey from launching *Feed Me* during the COVID-19 pandemic to its current success, emphasizing the importance of authentic storytelling and community building in the digital age. She also highlights the evolving media landscape, noting how independent creators are reshaping traditional journalism by fostering direct engagement with their audiences.
(02:01:28) - Mert Mumtaz, CEO of Helius Labs and a prominent advocate for Solana, discusses the emergence of tokenized private company shares on blockchain platforms, highlighting initiatives by Republic and Robinhood. He notes that Republic's offering involves mirrored assets with a $5,000 investment cap and a one-year lock-up period, while Robinhood plans to launch on Arbitrum before transitioning to its own optimized chain, emphasizing the importance of regulatory compliance and the potential for increased competition in the space. Mumtaz also addresses the challenges of integrating real-world assets on-chain, underscoring the need for clear regulatory frameworks and the ability to implement controls within decentralized finance to manage market risks effectively.
(02:18:19) - Zak Kukoff, Chair of the Tech and Venture Practice at Lewis-Burke Associates, has a background in venture capital and entrepreneurship, including founding and selling an education technology company. In the conversation, he discusses his Jaeger-LeCoultre Reverso watch, a gift from his family for his 30th birthday, highlighting its significance during a period when he and his wife were in different time zones. He also provides insights into recent political developments in Washington, D.C., focusing on the challenges faced by Congress due to a major storm that disrupted travel, affecting members' ability to vote on critical legislation.
(02:27:23) - John Kim, co-founder and CEO of Paraform, a recruiting platform, discusses the company's recent $20 million Series A funding led by Felicis, bringing their total funding to $25 million. He explains that Paraform connects companies with specialized recruiters to fill critical roles, emphasizing the increasing importance of recruiters in the evolving tech landscape. Kim also highlights the growing demand for forward-deployed engineers and the role of AI in enhancing, rather than replacing, human recruiters.
(02:43:19) - Amit Jain, co-founder and CEO of Luma AI, discusses the development of multimodal models that integrate audio, video, language, and images to advance beyond current large language models. He highlights Luma's video generation models, which are being utilized by Hollywood, advertising agencies, and individual creators, serving tens of millions of users. Jain also addresses the transformative impact of AI on industries like Hollywood and advertising, emphasizing the need for adaptation to rapidly evolving AI technologies.
(03:10:58) - Who Is Soham Parekh? Timeline in Turmoil!

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Apple Looks to Anthropic and OpenAI for Siri Upgrade, Senate Passes Trump's Megabill | Zak Kukoff, SWYX, Matthew Prince, Luca Netz, Julia Steinberg, Joel Hron, Mackenzie Burnett Jul 01, 2025

Show notes

(02:32) - Apple Looks to Anthropic and OpenAI for Siri Upgrade
(04:06) - Senate Passes Trump's Megabill
(08:46) - Grammarly Acquires Superhuman
(12:08) - Amazon on the Cusp of More Robots Than Humans in Factories
(15:20) - Microsoft's AI Diagnoses Beat Doctors
(19:31) - Apple Eyes Anthropic, OpenAI to Power New Siri
(49:01) - Timeline Reactions
(57:02) - Zak Kukoff, a Washington correspondent, discusses the Senate's recent removal of a proposed 10-year moratorium on state-level AI regulation from President Trump's comprehensive tax and spending bill. He highlights the bipartisan opposition to the moratorium, noting that Senator Marsha Blackburn of Tennessee led the amendment to eliminate it, emphasizing the need for states to protect their citizens in the absence of comprehensive federal legislation. Kukoff also touches on the broader implications of the bill, including potential Medicaid cuts and the political dynamics surrounding its passage.
(01:12:41) - Shawn Wang, also known as Swyx, is a developer experience leader and angel investor who has led developer tooling at AWS, Two Sigma, and three devtool unicorns (Netlify, Temporal, Airbyte). He is the founder of Smol AI, which produces AI News, a widely read AI industry newsletter. In the conversation, he discusses Meta's aggressive recruitment of AI talent, the resilience of OpenAI despite key departures, and the evolving landscape of AI development, emphasizing the strategic shifts companies are making to stay competitive.
(01:31:30) - Matthew Prince, co-founder and CEO of Cloudflare, discusses the challenges publishers face as AI-generated summaries reduce traditional search traffic, threatening their business models. To address this, Cloudflare is developing tools to prevent unauthorized content scraping and aims to establish a system where AI companies compensate content creators fairly. Prince emphasizes the need for a balanced approach that rewards original content while fostering a sustainable digital ecosystem.
(02:03:25) - Luca Netz, CEO of Pudgy Penguins, discusses the transformative potential of stablecoins in driving mainstream crypto adoption, emphasizing their role in enabling consumer-friendly applications beyond speculative investments. He highlights the importance of blockchain's censorship-resistant payment systems in reducing transaction costs and barriers, particularly for entrepreneurs facing challenges with traditional financial intermediaries. Netz also shares insights into leveraging community incentives to achieve significant retail success, exemplified by Pudgy Penguins' strategic product launches and partnerships with major retailers.
(02:19:15) - Julia Steinberg, a recent Stanford graduate and writer for *Palladium* magazine, discusses the evolving job market for elite university graduates, highlighting a shift from traditional high-status roles to positions in venture capital and entrepreneurship. She observes that the proliferation of AI technologies is rendering certain careers obsolete, leading to a sense of economic nihilism among her peers. Steinberg also notes a paradox where students feel entitled to prestigious jobs yet are unwilling to pursue roles they perceive as less elite, contributing to underemployment and dissatisfaction.
(02:33:12) - Joel Hron, Chief Technology Officer at Thomson Reuters, discusses the company's integration of artificial intelligence across its services, emphasizing the legal industry's rapid adoption of AI technologies. He highlights the use of Retrieval Augmented Generation (RAG) to ground large language models with reliable content, reducing errors and enhancing accuracy. Hron also underscores the importance of human expertise in developing AI solutions, ensuring they meet the high standards expected by professionals.
(02:46:37) - Mackenzie Burnett, CEO and co-founder of Ambrook, a financial management software company for American family-run businesses, discusses the company's mission to enhance profitability and resilience in agriculture by providing comprehensive financial tools tailored for farmers and ranchers. She highlights the challenges faced by producers, such as managing complex financial records and accessing capital, and explains how Ambrook's platform addresses these issues by offering accounting, payments, banking, and card services designed for those who spend more time in the field than the office. Burnett also announces Ambrook's recent $26.1 million Series A funding led by Thrive Capital, emphasizing the company's commitment to supporting sustainable and resilient farming practices.

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OpenAI Responds to Meta Offers, Meta's Secret List, Apple Scores Big With 'F1' | Will Brown, Will O'Brien, Kylie Robison, Joshua Meier, John Glasgow, Tom Lee Jun 30, 2025

Show notes

(01:28:55) - Will Brown discusses Meta's recent aggressive recruitment of top AI talent, including former OpenAI researchers, to bolster its AI capabilities. He highlights Meta's strategic investments, such as the $14.3 billion stake in Scale AI, and the formation of the 'Superintelligence' team led by Alexandr Wang, aiming to advance artificial general intelligence (AGI). Brown also touches on the competitive landscape, noting Meta's substantial financial incentives to attract leading AI researchers and the broader implications for the AI industry.
(01:59:25) - Will O'Brien, co-founder of Ulysses Ecosystem Engineering, discusses his company's development of autonomous surface and underwater vehicles designed to perform critical ocean tasks, such as seagrass restoration, at a fraction of the traditional cost. He explains how these vehicles can autonomously plant seagrass seeds, significantly accelerating restoration efforts compared to manual methods. O'Brien also highlights the broader applications of their technology, including maritime security and infrastructure projects, emphasizing the need for affordable, scalable solutions to address various challenges in ocean operations.
(02:21:13) - Kylie Robison is a senior correspondent at WIRED, covering the business of artificial intelligence; she previously reported for The Verge, Fortune, and Business Insider. In the conversation, she discusses her recent reporting on OpenAI's decision not to release a research paper defining AGI, allegedly due to concerns over its Microsoft partnership, and the tension surrounding Meta's recruitment of OpenAI researchers, including a memo from OpenAI executive Mark Chen accusing Meta of "robbing our home."
(02:31:32) - Joshua Meier, a leader in AI-driven drug discovery, discusses Chai Discovery's new foundation model, Chi2, which significantly improves antibody sequence generation, achieving success rates of up to 20%, thereby reducing the need for extensive lab testing. He highlights the potential of Chi2 to expedite drug development and enable the creation of novel therapies, emphasizing the importance of agility in the rapidly evolving biotech landscape. Meier also envisions a future where AI models can design personalized medicines, though he acknowledges the challenges in predicting the pace of technological advancements.
(02:40:09) - John Glasgow, CEO and Founder of Campfire, discusses his journey from experiencing the limitations of legacy ERP systems firsthand to founding Campfire, an AI-native ERP platform designed to modernize finance and accounting processes. He highlights the company's recent $35 million Series A funding led by Accel, emphasizing plans to enhance product development and expand market reach. Glasgow also elaborates on Campfire's innovative use of AI to automate tasks, improve financial insights, and streamline operations for businesses of various sizes.
(02:51:37) - 02:55:35 Tom Lee, founder of Fundstrat and Chief Investment Officer of Fundstrat Capital, has been appointed Chairman of BitMine Immersion Technologies. In this role, he discusses BitMine's $250 million private placement aimed at adopting Ethereum (ETH) as its primary treasury reserve asset, highlighting the strategic importance of Ethereum's ecosystem, particularly in relation to the growth of stablecoins. Lee emphasizes that this move positions BitMine to leverage Ethereum's protocol-level activities, such as staking and decentralized finance mechanisms, to enhance the company's treasury operations.

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Weekly Recap: Tesla Robotaxi, Mr. Beast's AI Tool, Yacine, The Social Network 2, Neuralink Update Jun 28, 2025

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(00:03) - Tesla Robotaxi
(08:55) - The Social Network 2 In Development
(13:05) - Yacine (Former Software Engineer at X)
(41:47) - Iran Launches Attack on US Base in Qatar
(45:28) - Mike Gallagher (Palantir)
(01:16:24) - Hims & Hers Stock Crash
(01:26:55) - Crémieux (Writer)
(01:43:51) - Potential Shell-BP Deal Shakes Markets
(02:00:22) - FedEx Founder Dies at 80
(02:10:41) - Mr. Beast's AI Tool Drama
(02:17:26) - DJ Seo (Neuralink Co-founder)

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S&P 500 at Historic Highs, Neuralink Update | DJ Seo, Tejpaul Bhatia, Tomasz Tunguz, Kendrick Nguyen, Kirsten Green Jun 27, 2025

Show notes

(04:10) - S&P 500 at Historic Highs
(07:36) - Timeline
(14:10) - Paris Hilton Buys Mark Wahlberg's Mega Mansion After Losing Malibu Home
(17:15) - Mr. Beast Backs Down After AI Thumbnail Drama
(26:45) - DJ Seo, a founding member and implant engineer at Neuralink, discusses the company's progress in developing brain-computer interfaces, highlighting that their technology has already positively impacted seven human participants. He outlines the next milestones, including scaling the technology to thousands, eventually millions, of users and expanding functionalities beyond movement to speech, vision, and inner thoughts. Additionally, he emphasizes Neuralink's ultimate goal of understanding and unlocking the mysteries of the human mind.
(01:01:06) - Tejpaul Bhatia, CEO of Axiom Space, brings over 25 years of experience in startups and strategic leadership, including roles at Google and as a founder of three investor-backed startups. In the conversation, he discusses Axiom's plans to build the world's first commercial space station, the potential of orbital data centers, and the commercialization of microgravity research and manufacturing. He emphasizes the importance of reducing costs and increasing accessibility to space, drawing parallels to the evolution of cloud computing and its impact on startups.
(01:28:02) - Tomasz Tunguz, founder and general partner of Theory Ventures, discusses his firm's focus on concentrated investments in early-stage AI and blockchain companies, emphasizing a thesis-driven approach to identify technological discontinuities that provide go-to-market advantages. He highlights the importance of building a venture firm that thrives in varying capital market environments by maintaining a small portfolio and dedicating significant resources to support each company through market fluctuations. Additionally, Tunguz explores the evolving landscape of AI, noting the shift from structured to unstructured data and the potential for AI to transform industries by automating tasks and enhancing productivity.
(02:02:18) - Kendrick Nguyen, co-founder and CEO of Republic, a platform democratizing private investments, discusses the launch of a token providing performance benchmarked to SpaceX. This initiative aims to fractionalize assets, allowing everyday investors to gain exposure to companies like SpaceX without direct ownership. Nguyen emphasizes that this financial product is an obligation of Republic, ensuring investors receive comparable economic returns upon a liquidity event, while acknowledging potential controversies and the evolving legal framework surrounding such innovations.
(02:15:24) - Kirsten Green, founder and managing partner of Forerunner Ventures, discusses the rapid evolution of consumer AI, emphasizing the importance of building products that resonate with users amidst the swift advancements in technology. She highlights the necessity for startups to carve out unique spaces that large companies may overlook, focusing on specialized areas requiring dedicated attention and expertise. Green also underscores the significance of being first to market, noting that early movers can establish strong positions by leveraging new technologies to create compelling consumer experiences.
(02:42:35) - Timeline

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