TBPN

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Mary Meeker's AI Report, Ukraine's Operation Spider Web | Soren Monroe, Connor Love, Melisa Tokmak, Jordan Schneider, Maxwell Meyer Jun 02, 2025

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(28:07) - Trends in Artificial Intelligence Deep Dive
(01:00:14) - Soren Monroe. Soren is the co-founder and CEO of Neros Technologies, a U.S.-based defense startup producing advanced FPV drones with a fully American supply chain. A former world champion in drone racing, he co-founded Neros in 2023 to address the U.S. military's need for mass-manufacturable unmanned systems, securing a contract to deliver 6,000 Archer drones to Ukraine. Monroe-Anderson is also a Thiel Fellow and previously founded FPV Supply Co., specializing in high-performance drone components.
(01:32:12) - Connor Love. Connor is a Partner at Lightspeed Venture Partners, focusing on frontier technologies in defense, space, manufacturing, and autonomous systems. A former U.S. Army Captain, he served in Northern Iraq and as a strategic advisor in Washington, D.C., before earning graduate degrees from Oxford and Stanford GSB. At Lightspeed, he has led investments in fintech and insurtech startups, including Seel, Lemon Markets, and Herald.
(01:59:44) - Melisa Tokmak. Melisa is the founder and CEO of Netic, an AI-native revenue engine designed for essential service industries like HVAC, plumbing, and electrical contracting. Launched in 2024, Netic utilizes real-time data and automation to help service businesses capture leads and stabilize revenue during fluctuations in demand. Previously, Tokmak held leadership roles at Scale AI and Meta, and holds a degree in computer science from Stanford University.
(02:21:47) - Jordan Schneider. Jordan is the founder of ChinaTalk, a newsletter and podcast offering in-depth analysis of Chinese technology, politics, and U.S.-China relations. He is a fellow at the Rhodium Group and the Center for a New American Security, and previously worked at Kuaishou, Bridgewater Associates, and the Eurasia Group. Schneider holds a BA in history from Yale and an MA in economics from Peking University’s Yenching Academy, and is fluent in Chinese.
(02:44:00) - Maxwell Meyer. Maxwell is the founder and editor of Arena Magazine, a quarterly print and digital publication launched in 2024 that focuses on technology, capitalism, and civilization. A Stanford geophysics graduate and former editor-in-chief of the Stanford Review, Meyer created Arena to counteract negativity in legacy media and to champion innovation and American dynamism. He also serves as president of the Intergalactic Media Corporation of America, the magazine’s parent company.

Week in Review | Neuralink Raises $600M at $9B Valuation, Judge Considers Curbs for Google in AI Arms Race, Jensen Huang Shifts Approach to U.S. Politics & More May 30, 2025

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(07:48) - Neuralink Raises $600M at $9B Valuation
(10:13) - Rillet Raises $25M from Sequoia
(12:10) - Judge Considers Curbs for Google in AI Arms Race
(25:33) - Ray-Ban Maker EssilorLuxottica to Buy Optegra in Medical AI Push
(29:27) - Every VC-backed IPO in the past 12 Months has been a Down Round
(34:50) - Jensen Huang Shifting Approach to U.S. Politics
(41:01) - VC Funds for Sale at a discount
(45:31) - TBPN Reacts to the Timeline

Elon Musk Is Leaving Washington, Meta Partners With Anduril, Kim Jong Un's "Side Launch" Goes Sideways | Peter Rahal, John Andrew Entwistle, Ashlee Vance, Chase Lochmiller, Matan Grinberg, Jonny Dyer, David Hsu, Sushanth Raman, Rob Toews May 29, 2025

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Public - https://public.com

AdQuick - https://adquick.com

Bezel - https://getbezel.com

Numeral - https://www.numeralhq.com

Polymarket - https://polymarket.com

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

https://youtube.com/@technologybrotherspod?si=lpk53xTE9WBEcIjV

(02:56) - Elon Musk Is Leaving Washington
(12:01) - Meta Partners With Anduril
(20:48) - Trump's War On American Universities
(26:05) - Kim Jong Un's "Side Launch" Goes Sideways
(29:38) - Peter Rahal. Peter is the founder of David, a new protein company focused on clean-label, functional nutrition products. He previously co-founded RXBAR, which was acquired by Kellogg’s for $600 million in 2017.
(45:10) - Ashlee Vance. Ashlee is a journalist and author best known for Elon Musk: Tesla, SpaceX, and the Quest for a Fantastic Future. He also authored When the Heavens Went on Sale and Core Memory, and writes extensively about tech and innovation for Bloomberg Businessweek.
(01:01:27) - Chase Lochmiller. Chase is the co-founder and CEO of Crusoe Energy, a company that converts stranded natural gas into power for data centers. Crusoe is focused on reducing carbon emissions while powering compute-intensive applications.
(01:30:27) - Matan Grinberg. Matan is the co-founder of Factory, an AI startup building "Droids" — autonomous agents that assist with writing and maintaining software code. Factory aims to reimagine how engineers build products.
(01:48:24) - Jonny Dyer. Jonny is the founder and CEO of Muon Space, a satellite company focused on climate monitoring. His team is developing spacecraft to deliver high-fidelity Earth data for scientific and commercial use.
(01:59:41) - David Hsu. David is the founder and CEO of Retool, a platform that lets developers build internal tools remarkably fast. Retool is used by companies of all sizes to power critical business workflows.
(02:19:17) - Sushanth Raman. Sushanth is the co-founder and CEO of Pallet, a platform connecting online creators and their communities to jobs and opportunities. He previously worked at Google and Retool.
(02:38:39) - Rob Toews. Rob is a partner at Radical Ventures, a VC firm focused on AI. He writes a regular column for Forbes on artificial intelligence and previously worked at Highland Capital Partners.
(02:59:32) - John Andrew Entwistle. John is the founder and CEO of Wander, a network of smart vacation homes designed for remote workers. Wander recently raised $50 million in Series B funding to expand across the U.S.

Crypto Day | Brian Armstrong, Balaji, Chris Dixon, Katie Haun & More May 28, 2025

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Numeral - https://www.numeralhq.com

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(01:07) - Balaji Srinivasan is an American entrepreneur and investor known for his roles as former CTO of Coinbase and general partner at Andreessen Horowitz. He co-founded several companies, including Counsyl, Earn.com, and Teleport, and authored The Network State, a book on building decentralized digital communities. Srinivasan holds multiple degrees from Stanford University and is an active angel investor in technology and crypto startups.
(27:00) - Alon. @a1lon9 is the co-founder of Pump.fun, a Solana-based platform that enables users to create and trade meme coins instantly. Launched in January 2024, Pump.fun has facilitated the creation of over 6 million tokens and generated significant revenue through transaction fees. They have been a vocal figure in the crypto community, advocating for the democratization of token creation while addressing criticisms regarding the platform's role in speculative trading.
(42:07) - Katie Haun is the founder and CEO of Haun Ventures, a $1.5 billion crypto-focused venture capital firm. A former federal prosecutor, she led high-profile investigations into the Mt. Gox hack and Silk Road case, and created the DOJ’s first cryptocurrency task force. Haun previously served as a general partner at Andreessen Horowitz and was the first independent board member at Coinbase.
(59:11) - Chris Dixon. Chris is a general partner at Andreessen Horowitz and founder of a16z crypto, overseeing over $7 billion in Web3 investments. He previously co-founded SiteAdvisor (acquired by McAfee) and Hunch (acquired by eBay), and was an early investor in companies like Coinbase and Oculus. Dixon authored Read Write Own (2024), a book advocating for a decentralized internet.
(01:29:16) - Kyle Samani. Kyle is the co-founder and managing partner of Multicoin Capital, a thesis-driven investment firm specializing in cryptocurrencies, tokens, and blockchain projects. Before Multicoin, he founded Pristine, a health IT startup acquired by Upskill. Samani holds degrees in Finance and Management from NYU Stern and is recognized for his technical analysis and thought leadership in the crypto space.
(01:42:52) - Ben Pasternak. Ben is an Australian tech entrepreneur who gained early recognition for creating the viral game Impossible Rush and later co-founding the social apps Flogg and Monkey. At 15, he became one of the youngest tech founders to secure venture capital funding. He used to be the CEO of SIMULATE, a food technology company known for its plant-based chicken nugget alternative, NUGGS, which has raised over $57 million from investors including Alexis Ohanian and Jay-Z.
(01:58:03) - Tom Schmidt. Tom is a General Partner at Dragonfly Capital, focusing on early-stage Web3 and crypto investments. He previously led product at 0x and held product management roles at Facebook and Instagram. Schmidt holds B.S. and M.S. degrees in Computer Science from Stanford University and has advised companies like Audius and Betty Labs.
(02:15:01) - Konstantin Richter. Konstantin is the founder and CEO of Blockdaemon, a leading blockchain infrastructure provider for node management, staking, and wallet services. Before founding Blockdaemon in 2017, he held roles at Deutsche Telekom and Nokia, and built several SaaS platforms with successful exits. Under his leadership, Blockdaemon has raised over $400 million, reaching a $3.25 billion valuation, and serves major financial institutions including JPMorgan, Goldman Sachs, and Citi Ventures.
(02:29:06) - Luca Netz. Luca (born Luca Schnetzler) is the CEO of Pudgy Penguins, an NFT brand he acquired for $2.5 million in April 2022. A former e-commerce entrepreneur, he revitalized the project by expanding into physical toys, selling over 1.5 million units through major retailers like Walmart and Target. Netz also launched the PENGU token on Solana and developed Pudgy World, aiming to establish Pudgy Penguins as a leading Web3-native IP brand.
(02:44:27) - Dylan Abruscato. Dylan is the Emmy-nominated founder of Crypto: The Game (CTG), a viral crypto survival game blending elements of Survivor and Squid Game. Launched in 2023, CTG gained traction for its social gameplay and was acquired by Uniswap Labs in 2024. Prior to CTG, Abruscato held marketing roles at HQ Trivia, Uber, and Postmates, and began his career at Saturday Night Live.
(02:59:10) - Brian Armstrong. Brian is the co-founder and CEO of Coinbase, the largest U.S.-based cryptocurrency exchange, which he launched in 2012 after working at Airbnb and Deloitte. A Rice University graduate with degrees in computer science and economics, he has also founded GiveCrypto.org and NewLimit, a biotech startup focused on extending human healthspan through epigenetic reprogramming. Under his leadership, Coinbase went public in 2021 and now serves over 100 million users globally.
(03:30:22) - Soona Amhaz. Soona is the founder and managing partner of Volt Capital, a venture firm investing in early-stage crypto startups like Nansen, Magic Eden, and LayerZero. Prior to Volt, she co-founded Token Daily and worked at Alation, with a background in engineering from the University of Michigan. Recognized in Forbes 30 Under 30, Amhaz is known for her contrarian investment approach and active participation in the crypto community.
(03:45:24) - Mert Mumtaz. Mert is the co-founder and CEO of Helius, a Solana infrastructure company providing developer tools like RPCs and APIs to streamline blockchain app development. Previously a software engineer at Coinbase, he identified inefficiencies in blockchain tooling and launched Helius in 2022 to address them. Known for his outspoken presence on Crypto X, Mumtaz is a prominent advocate for Solana, often engaging in technical debates and challenging misconceptions about the network.
(03:59:29) - Dan Romero. Dan is the co-founder and CEO of Farcaster, a decentralized social protocol designed to give users control over their identity and data. Before founding Farcaster in 2020, he was Vice President of Operations at Coinbase, where he joined as employee #20 and helped scale the company through its early growth. Romero is also an active angel investor in startups like Linear, Eight Sleep, and TipTop.
(04:16:36) - Shehzan Maredia. Shehzan is the founder, CEO, and CTO of Lava, a Bitcoin-native lending platform that enables users to borrow dollars while retaining full self-custody of their BTC. Previously, he worked as an engineer at Google and earned degrees in Electrical Engineering, Computer Science, and Math from Duke University. Under his leadership, Lava raised a Series A co-led by Khosla Ventures and Founders Fund, and introduced innovations like seedless self-custody, Discreet Log Contracts (DLCs), and Lava Free Pay for gasless blockchain transactions.
(04:27:00) - Brandon Millman. Brandon is the co-founder and CEO of Phantom, a leading self-custodial crypto wallet initially built for Solana and now supporting Ethereum and Polygon. Before founding Phantom in 2021, ...

Thiel Fellow Tuesday | Brad Gerstner, Delian Asparouhov + Raycho Raychev, AJ Piplica + Zach Shore May 27, 2025

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(05:56) - Brad Gerstner. Brad is the founder and CEO of Altimeter Capital, a technology-focused investment firm backing companies like Snowflake, Uber, and Meta. He’s known for his outspoken views on markets, innovation, and long-term investing in Silicon Valley.
(36:05) - AJ Piplica + Zach Shore. AJ is the CEO of Hermeus, a startup developing hypersonic aircraft to revolutionize defense and commercial flight. Zach Shore is the VP of Strategic Development at Hermeus, contributing to the company's mission of building the world’s fastest reusable aircraft with speeds over Mach 5.
(51:16) - Delian Asparouhov + Raycho Raychev. Delian is a partner at Founders Fund and co-founder of Varda Space Industries, focused on space-based manufacturing. Raycho is the founder and CEO of EnduroSat, which builds advanced nanosatellites and supports accessible space missions.
(01:12:32) - Carlo Kobe. Fizz is developing an AI financial advisor for the pocket of every young adult.
(01:26:51) - Steven Pang. Orbit builds non-invasive neurostimulators that utilize the brain’s existing infrastructure to modulate the body’s autonomic nervous system — an API to the human mind.
(01:37:29) - Elias Fizesan. Canopy Labs is building the foundation models to power digital humans that are indistinguishable from real ones.
(01:46:59) - Jackson Denka. Azura is a trading platform that utilizes on-chain rails to enable price discovery for everything from crypto and equities to beliefs and memes.
(01:58:08) - Hooman Reza Nezhad. Solcoa Industries is producing the first zero-carbon, American-made rare earth metals at scale.
(02:07:22) - Ferdinand Dabitz. Ivy is building the world trade bank — a global instant payments platform.
(02:16:06) - Juan Pablo Ebrath. Phase is a research lab on a mission to unlock whole-body regeneration and make living matter programmable — from healing hearts to regrowing limbs.
(02:26:52) - Jennifer Lin. Jennifer’s startup is giving patients with rare diseases accelerated access to new cures with clear indications of efficacy.
(02:36:21) - Teddy Warner. Intempus is equipping robots with emotional intelligence, making them more predictable and easier to understand.
(02:46:14) - Sigil Wen. Extraordinary brings the world’s top talent to America’s technology companies.
(02:57:30) - Aidan Smith. Innerphases is developing human-native communication devices that change the way we work and think.
(03:08:08) - Colton El-Habr. Orbit builds non-invasive neurostimulators that utilize the brain’s existing infrastructure to modulate the body’s autonomic nervous system — an API to the human mind.
(03:20:25) - Koki Mashita. Aeolus is building the planetary defense system for extreme weather.

"The Information" Profiles TBPN, AI Ups and Downs, Nuclear Regulation | Zach Weinberg, Leigh Marie Braswell, Stephen Balaban, Sam Lessin, Bobby Goodlatte, Auren Hoffman, Doug Bernauer, Isaiah Taylor May 23, 2025

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Public - https://public.com

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(05:41) - The Information Profiles TBPN
(39:44) - Apple's AI Struggles
(41:22) - Sam Altman's Trillion Dollar AI Device
(46:15) - Jori Lallo. Jori is the co-founder of Linear, a streamlined product management tool used by top startups and engineering teams. He previously co-founded Coinbase and has a background in building elegant, fast, and developer-centric software products.
(01:01:43) - Zach Weinberg. Zach is a co-founder and general partner at Operator Partners and previously co-founded Flatiron Health, which was acquired by Roche for $1.9 billion. He is an active seed investor and operator across healthcare and software startups.
(01:31:50) - Leigh Marie Braswell. Leigh Marie is a partner at Founders Fund, focused on early-stage AI and infrastructure companies. She previously worked at Scale AI and has a background in electrical engineering and machine learning.
(02:00:19) - Stephen Balaban. Stephen is the co-founder and CEO of Lambda, a company building high-performance GPU infrastructure for training AI models. He’s been at the forefront of deep learning hardware and computer vision since the early days of modern AI.
(02:31:06) - Sam Lessin. Sam is a general partner at Slow Ventures and a former VP of product at Facebook. He writes The Information’s Private Tech column and invests across consumer, media, and frontier tech.
(02:59:35) - Bobby Goodlatte. Bobby is an early-stage investor and designer, known for his early role at Facebook and his investments in companies like Coinbase and Lambda School. He is a founding partner at Form Capital.
(03:14:47) - Auren Hoffman. Auren is the CEO of SafeGraph and previously founded LiveRamp, which was acquired by Acxiom. He is an expert in data infrastructure and frequently writes about technology, policy, and markets.
(03:31:04) - Doug Bernauer. Doug is the founder and CEO of Radiant Industries, a company developing portable nuclear reactors to power remote locations and space missions. He previously worked at SpaceX and is focused on building scalable, clean energy infrastructure.
(03:47:28) - Isaiah Taylor. Isaiah is the founder of Valar Atomics, a company focused on developing advanced nuclear technologies. He previously advised leading AI labs on public policy and now works at the intersection of energy, national security, and deep tech innovation.

Jony Ive Joins OpenAI Analysis, Google I/O Reactions | Keith Rabois, Dan Shipper, Reggie James, TJ Parker, Ben Hylak May 22, 2025

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Public - https://public.com

AdQuick - https://adquick.com

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(04:10) - Google I/O Breakdown
(42:54) - Jony Ive Joins OpenAI Analysis
(01:00:33) - Dan Shipper. Dan is the co-founder and CEO of Every, a business writing collective and newsletter platform for founders, operators, and technologists. He also writes Chain of Thought, a popular column exploring tech, psychology, and self-improvement.
(01:27:50) - TJ Parker. TJ is the co-founder of Matrix, a stealth health tech startup. He previously co-founded PillPack, the online pharmacy acquired by Amazon for nearly $1 billion.
(01:56:20) - Reggie James. Reggie is a writer and technologist who recently published Hardware, a book exploring identity and creativity in the age of machines. He previously co-founded Eternal and continues to explore the intersection of internet culture, software, and design.
(02:27:55) - Timeline
(02:30:18) - Keith Rabois. Keith is a general partner at Khosla Ventures and formerly with Founders Fund, with a storied track record as an operator and investor at companies like PayPal, Square, and OpenDoor. He is known for backing and advising dozens of high-growth startups in consumer and enterprise tech.
(03:01:53) - Ben Hylak. Ben is the founder of Raindrop AI, a platform focused on intelligent information capture. He previously co-hosted the Latent Space podcast and has built a reputation for bridging AI infrastructure with practical workflows for teams.

New OpenAI Hardware Device, Google I/O Reactions | Erik Prince, Anthony Pompliano, Scott Wu, David Senra, Joe Wiesenthal, Nikunj Handa May 21, 2025

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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

Follow TBPN:

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https://youtube.com/@technologybrotherspod?si=lpk53xTE9WBEcIjV

(04:06) - New OpenAI Hardware Device
(34:49) - Google I/O Reactions
(38:49) - U.S. Formally Accepts Luxury Jet From Qatar
(58:20) - Erik Prince. Erik is the founder of Blackwater, a private military company that provided security services to the U.S. government and other clients worldwide. He is a former Navy SEAL and now focuses on logistics, security consulting, and international ventures in defense and energy.
(01:29:17) - Anthony Pompliano. Anthony is an investor and entrepreneur best known for his advocacy of Bitcoin and hosting The Pomp Podcast. He is a former product manager at Facebook and Snapchat and now invests across early-stage tech and digital asset companies.
(01:45:14) - Nikunj Handa. Nikunj is a machine learning engineer and writer focused on AI systems, model architecture, and deployment at scale. He shares insights through his newsletter and has built a large following for his clarity on cutting-edge AI topics.
(01:59:47) - David Senra. David is the creator and host of the Founders podcast, where he explores the lives and lessons of history’s most iconic entrepreneurs. His breakdowns of business biographies have built a loyal following among founders, operators, and investors.
(02:19:58) - Scott Wu. Scott is the co-founder and CEO of Cognition AI, the company behind Devin, the world’s first AI software engineer. A former programming champion, he now leads efforts to push the boundaries of autonomous AI development.
(02:41:17) - Joe Wiesenthal. Joe is an editor at Bloomberg and co-host of the Odd Lots podcast, where he covers markets, macroeconomics, and financial systems. He is known for his sharp real-time analysis and engaging interviews with economists, traders, and technologists.

Google I/O Reaction, Microsoft Build Recap, OpenAI's Stargate Datacenter | Austen Allred, Jeff Morris Jr., Cliff Weitzman, Logan Kilpatrick & Tulsee Doshi May 20, 2025

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Figma - https://figma.com

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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

Follow TBPN:

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

https://youtube.com/@technologybrotherspod?si=lpk53xTE9WBEcIjV

(07:21) - Microsoft Build Recap
(25:34) - Ben Thompson: The Agentic Web and the Original Sin Breakdown
(01:05:06) - OpenAI's Stargate Datacenter
(02:03:07) - Austen Allred. Austen is the founder and CEO of Gauntlet AI, a company focused on helping developers evaluate and test AI systems with greater precision. He previously co-founded Lambda School and is known for building tools that improve access to education and technology.
(02:21:53) - Jeff Morris Jr. Jeff is the founder and managing partner of Chapter One, a venture fund focused on early-stage consumer and crypto startups. He previously led product and revenue at Tinder and has invested in companies like Lyft, Replit, and Notion.
(02:41:42) - Cliff Weitzman. Cliff is the founder and CEO of Speechify, a text-to-speech platform designed to improve accessibility and productivity. He started the company to support people with dyslexia and has grown it into one of the leading tools in assistive technology.
(03:03:16) - Logan Kilpatrick & Tulsee Doshi. Logan leads Google AI Studio, a platform that helps developers build with Google’s latest generative AI models. He previously worked in developer relations at OpenAI and is known for his work making cutting-edge AI more accessible. Tulsee Doshi leads Product for Responsible AI at Google DeepMind, where she focuses on building ethical and inclusive AI systems. Her work helps guide both internal development and public tools for fairness and transparency in machine learning.

NVIDIA Updates, Why Apple Still Hasn't Cracked AI, Regeneration to Buy 23andMe | Walter Chen, Michael Dempsey, Joshua Steinman, Sriram Krishnan May 19, 2025

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(05:04) - Regeneration to Buy 23andMe
(10:21) - NVIDIA Updates
(43:33) - NVIDIA Plans to Invest in PsiQuantum
(54:20) - Behind Microsoft's Layoffs
(01:07:02) - Why Apple Still Hasn't Cracked AI
(01:23:06) - Walter Chen. Walter is the co-founder and CEO of Sacra, a research platform that provides private market insights for investors. He previously co-founded and led content marketing platform iDoneThis, and has a background in law and software engineering.
(01:43:43) - Michael Dempsey. Michael is the Managing Partner at Compound, a venture capital firm investing in frontier technologies. He focuses on early-stage companies in AI, infrastructure, and software, and previously worked in quantitative finance.
(02:00:26) - Sriram Krishnan. Sriram is the Senior White House Policy Advisor on Artificial Intelligence. As the leader of the United States' policy team regarding artificial intelligence, Krishnan plays a significant role in shaping the administration’s approach to AI and driving measures to advance federal adoption of AI.
(02:29:14) - Joshua Steinman. Joshua is the founder of Galvanick, a cybersecurity company focused on protecting industrial infrastructure. He previously served as the Senior Director for Cybersecurity at the National Security Council during the Trump administration.

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