TBPN

Latest Episodes:

SaaSpocalypse Revisited, Singer x Louis Vuitton, Aman vs Ryan Walker | Igor Babuschkin, Brannin McBee, Garret Langley, Sonya Huang, Sean Cole Aug 13, 2026

Show notes

(00:37) - SaaSpocalypse Revisited
(13:46) - 𝕏 Timeline Reactions
(25:13) - Singer x Louis Vuitton
(33:33) - North Korea Infiltrates U.S Jobs
(39:06) - Aman vs Ryan Walker
(50:57) - 𝕏 Timeline Reactions
(54:49) - Igor Babuschkin discusses his journey from physicist to AI researcher at DeepMind and OpenAI, co-founder of xAI, and founder of River AI. He outlines River AI’s vision for personalized, user-owned models while exploring video games as AI benchmarks, real-world reinforcement learning, specialized models, GPU demand, and custom inference chips.
(01:11:33) - Brannin McBee discusses CoreWeave’s strong second-quarter performance and his role as the AI infrastructure company’s co-founder. He highlights financing, data-center capacity, hardware longevity, global expansion, and CoreWeave’s ability to meet rapidly growing demand for AI computing.
(01:26:34) - Garrett Langley discusses Flock Safety’s new privacy and accountability measures, including mandatory audit-log reviews and shorter data-retention recommendations. The founder and CEO addresses surveillance concerns, police misuse, regulatory challenges, and the need to balance public safety with privacy and community trust.
(01:45:08) - Sonya Huang, a general partner at Sequoia Capital, discusses the unprecedented growth of AI companies and the democratization of model development across startups. She argues that application companies should increasingly own and customize their AI intelligence, while emphasizing that small internal teams can use maturing post-training tools and specialized partners to build competitive models.
(01:58:01) - Sean Cole discusses Parasma’s work training lab-grown human neurons for computing tasks, including basic token prediction. He highlights biological computing’s potential advantages in energy efficiency, rapid learning, and continual adaptation, while outlining plans to automate the company’s lab and generate near-term revenue through applications such as drug testing.
(02:06:06) - 𝕏 Timeline Reactions

TBPN is made possible by:

Ramp - https://ramp.com

Public - https://public.com

Cisco - https://www.cisco.com

Console - https://www.console.com

CrowdStrike - https://www.crowdstrike.com

Figma - https://www.figma.com

MongoDB - https://www.mongodb.com

NYSE - https://www.nyse.com

Railway - https://railway.com

Shopify - https://www.shopify.com

Codex - http://openAI.com/codex

Follow TBPN:

https://TBPN.com

https://x.com/tbpn

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

https://podcasts.apple.com/us/podcast/tbpn/id1772360235

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

Kushner & Iger’s $12.5B Lakers Deal, Grok 4.6 Launches, Anthropic’s Watermarking Move | Diet TBPN Aug 12, 2026

Show notes

Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after.

Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella.

TBPN is made possible by:

Ramp - https://ramp.com

Public - https://public.com

Cisco - https://www.cisco.com

Console - https://www.console.com

CrowdStrike - https://www.crowdstrike.com

Figma - https://www.figma.com

MongoDB - https://www.mongodb.com

NYSE - https://www.nyse.com

Railway - https://railway.com

Shopify - https://www.shopify.com/

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

Kushner and Iger Buy The Lakers, Grok 4.6 Launch, NVIDIA Nemotron | Darren Rovell, Patrick Whitesell, Harjot Gill, Jeff Huber, Soren Monroe-Anderson & Shaun Maguire, Andrei Georgescu Aug 12, 2026

Show notes

(00:29) - Kushner and Iger Buy The Lakers
(11:46) - Grok 4.6
(15:52) - NVIDIA Nemotron
(23:58) - Darren Rovell is a sports business reporter and industry analyst. Darren Rovell discusses the Lakers’ record-setting sale, the growing role of institutional investors in sports ownership, and the risks surrounding prediction markets, sports betting, and gambling-like commerce platforms.
(43:13) - Patrick Whitesell is a veteran entertainment executive and investor who co-founded WME and now leads the investment firm Weitzel and sports agency WIN Sports. Patrick Whitesell discusses investing in creator-led media companies, his partnership with Alex Cooper’s Unwell, and how digital creators could reshape traditional Hollywood through authentic audiences, diversified businesses, and new production models.
(59:09) - Harjot Gill is the co-founder and CEO of CodeRabbit, an AI developer tools company building automated code-review software that analyzes pull requests for bugs, security issues, and code quality problems. He previously co-founded Netsil, which was acquired by Nutanix, and has spent much of his career building developer infrastructure and observability products.
(01:08:25) - Jeff Huber discusses Chroma’s growth and its new Zeitgeist shared-memory solution, which helps AI agents retain, retrieve, and securely share organizational knowledge. The Chroma founder and CEO also explains advances in agentic search, fast model inference, and context engineering, arguing that better memory remains essential to more capable AI agents.
(01:16:08) - Soren Monroe-Anderson & Shaun Maguire. Soren Monroe-Anderson, a former world-champion drone racer and co-founder of Neros, discusses the company’s $250 million raise, rapid drone production growth, and expansion into interceptor systems. He explains Neros’ vertically integrated supply chain, modular hardware ecosystem, military and international customers, and recruitment of elite drone pilots and former special forces operators. Shaun Maguire is a partner at Sequoia Capital focused on AI, infrastructure, defense, and frontier technologies. Before joining Sequoia, he co-founded Expanse, a cybersecurity company acquired by Palo Alto Networks for $1.25 billion, and previously invested at GV (Google Ventures). He has led investments in companies including SpaceX, xAI, Bridge, Decart, and Lightmatter, and is known for backing technically ambitious founders building foundational technologies.
(01:32:28) - Andrei Georgescu discusses how Vivodyne grows human tissues at massive scale to test thousands of drug candidates without relying on animal models or human trials. He explains how the technology could reduce drug-development failures, support personalized medicine, and advance safer, more effective treatments.
(01:43:50) - 𝕏 Timeline Reactions

TBPN is made possible by:

Ramp - https://ramp.com

Public - https://public.com

Cisco - https://www.cisco.com

Console - https://www.console.com

CrowdStrike - https://www.crowdstrike.com

Figma - https://www.figma.com

MongoDB - https://www.mongodb.com

NYSE - https://www.nyse.com

Railway - https://railway.com

Shopify - https://www.shopify.com

Codex - http://openAI.com/codex

Follow TBPN:

https://TBPN.com

https://x.com/tbpn

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

https://podcasts.apple.com/us/podcast/tbpn/id1772360235

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

Nvidia’s $500B Compute Deal, Paramount Threatens CA Exit, Musk’s “Shortcut” to $1T Payday | Diet TBPN Aug 11, 2026

Show notes

Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella.

TBPN is made possible by:

Ramp - https://ramp.com

Public - https://public.com

Cisco - https://www.cisco.com

Console - https://www.console.com

CrowdStrike - https://www.crowdstrike.com

Figma - https://www.figma.com

MongoDB - https://www.mongodb.com

NYSE - https://www.nyse.com

Railway - https://railway.com

Shopify - https://www.shopify.com/

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

NVIDIA's $500B Compute Deal, Paramount Threatens to Bounce, Record Europe Tourism | Ernie Garcia, Alex Edelson, Nico Simko, Ian McGinley, Conor Sen Aug 11, 2026

Show notes

(00:28) - NVIDIA's $500B Compute Deal
(10:46) - Paramount Threatens to Bounce
(14:30) - Tesla Deal Could Shortcut Musk's Pay
(31:34) - Europe Gets Record US Tourists
(45:17) - Ernie Garcia, founder and CEO of Carvana, discusses building the online used-car retailer, navigating its volatile growth through COVID and the 2022 downturn, and strengthening its vertically integrated business model. He also highlights Carvana’s focus on operational improvement, nationwide expansion, AI-enabled customer experiences, and the resilience required to lead through shifting investor sentiment.
(01:13:23) - Alex Edelson discusses his role as founder and GP of Slipstream Investors, a fund of funds that backs emerging venture managers and helps LPs build venture portfolios. He explains Slipstream’s disciplined approach to market cycles, manager selection, diversification, and co-investments, emphasizing patience and long-term returns over rapid deployment or fund growth.
(01:38:29) - Nico Simko, co-founder and CEO of Clair, discusses building an embedded payroll platform that gives employees early access to earned wages and recently surpassed a $100 million revenue run rate. He explains how his own difficulty accessing credit inspired Clair and how the company pivoted from a standalone digital bank to integrating its services directly into trusted payroll systems.
(01:44:26) - Ian McGinley discusses his experience as a Sidley Austin partner and former CFTC enforcement chief. He examines prediction markets’ growing popularity, regulatory status, benefits, and risks, including insider trading, manipulation, sports betting, and the CFTC’s evolving oversight.
(01:58:40) - Conor Sen discusses his background in housing and financial markets, including his decade at Bloomberg and the launch of his Substack, The Housing Frame. He argues that the housing market may be bottoming while examining affordability, development financing, regulation, demographic shifts, institutional buyers, and the divide between wealthy cash buyers and mortgage-dependent households.
(02:11:41) - 𝕏 Timeline Reactions

TBPN is made possible by:

Ramp - https://ramp.com

Public - https://public.com

Cisco - https://www.cisco.com

Console - https://www.console.com

CrowdStrike - https://www.crowdstrike.com

Figma - https://www.figma.com

MongoDB - https://www.mongodb.com

NYSE - https://www.nyse.com

Railway - https://railway.com

Shopify - https://www.shopify.com

Codex - http://openAI.com/codex

Follow TBPN:

https://TBPN.com

https://x.com/tbpn

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

https://podcasts.apple.com/us/podcast/tbpn/id1772360235

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

Zuck’s AI Vision, Celebs Are Dating Private Equity Guys, AI Agent Hacks Gym | Diet TBPN Aug 10, 2026

Show notes

Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella.

TBPN is made possible by:

Ramp - https://ramp.com

Public - https://public.com

Cisco - https://www.cisco.com

Console - https://www.console.com

CrowdStrike - https://www.crowdstrike.com

Figma - https://www.figma.com

MongoDB - https://www.mongodb.com

NYSE - https://www.nyse.com

Railway - https://railway.com

Shopify - https://www.shopify.com/

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

Zuck's AI Future, AI Hacks Gym, SpaceX Moons | Ryan Spoon, Nicolai Klemke, Adam Goldstein & Brian Yutko Aug 10, 2026

Show notes

(00:41) - Zuck's AI Future
(25:50) - PE Boyfriends
(33:42) - Chip Nerds Dominate Dating Scene
(35:22) - AI Hacks Gym
(41:29) - 𝕏 Timeline Reactions
(44:46) - SpaceX Moons
(52:00) - 𝕏 Timeline Reactions
(01:02:25) - Ryan Spoon, president of Yahoo Media Group, discusses Yahoo’s strategy for growing its sports, finance, fantasy, and video businesses. He highlights new fantasy formats, emerging sports leagues, multiplatform talent, prediction-market partnerships, and the company’s focus on increasing audience engagement and consumption.
(01:23:24) - 𝕏 Timeline Reactions
(01:33:48) - Nicolai Klemke discusses founding Neural Frames, a profitable, bootstrapped Berlin startup that uses AI to create polished, character-consistent music videos. He explains the company’s rapid growth, opinionated user experience, and approach to combining leading video models with accessible editing tools.
(01:47:04) - Adam Goldstein & Brian Yutko. Adam Goldstein, founder and CEO of electric aircraft company Archer, discusses its acquisition of three Boeing businesses and the resulting strategic partnership. He explains how the deal combines Archer’s commercialization focus with Boeing’s autonomous aviation technologies, accelerating advanced air mobility development ahead of Archer’s planned role at the 2028 Los Angeles Olympics. Brian Yutko is the Chief Technology Officer of Boeing, where he leads the company's technology strategy and the development of next-generation commercial aircraft. Previously the CEO of Wisk Aero, he has spent his career advancing autonomous flight, advanced air mobility, and aerospace innovation, with earlier leadership roles at Aurora Flight Sciences and Boeing's future aircraft programs.
(01:54:47) - 𝕏 Timeline Reactions

TBPN is made possible by:

Ramp - https://ramp.com

Public - https://public.com

Cisco - https://www.cisco.com

Console - https://www.console.com

CrowdStrike - https://www.crowdstrike.com

Figma - https://www.figma.com

MongoDB - https://www.mongodb.com

NYSE - https://www.nyse.com

Railway - https://railway.com

Shopify - https://www.shopify.com

Codex - http://openAI.com/codex

Follow TBPN:

https://TBPN.com

https://x.com/tbpn

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

https://podcasts.apple.com/us/podcast/tbpn/id1772360235

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

AI-Designed Viruses, OpenAI’s First Device, The Mansion Section | Diet TBPN Aug 07, 2026

Show notes

Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella.

TBPN is made possible by:

Ramp - https://ramp.com

Public - https://public.com

Cisco - https://www.cisco.com

Console - https://www.console.com

CrowdStrike - https://www.crowdstrike.com

Figma - https://www.figma.com

MongoDB - https://www.mongodb.com

NYSE - https://www.nyse.com

Railway - https://railway.com

Shopify - https://www.shopify.com/

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

AI Viruses, OpenAI's First Device, WSJ Mansion Section | Samir Kaul, Patrick Wendell, Grant LaFontaine Aug 07, 2026

Show notes

(01:31) - AI Viruses
(08:18) - OpenAI's Device Takes Shape
(16:39) - Meta Faces Major Child Safety Case
(25:25) - 𝕏 Timeline Reactions
(36:10) - WSJ Mansion Section
(43:41) - Samir Kaul, a general partner at Khosla Ventures, discusses the firm’s investment in Jeff Dean’s Discovery Loop and its potential to apply AI to scientific research with tangible outcomes. He also shares his views on AI regulation, inflated private-market valuations, venture capital strategy, founder support, and the importance of taking bold risks to generate exceptional returns.
(01:09:45) - Patrick Wendell discusses his role as Databricks co-founder and VP of Engineering, where he leads AI products and internal AI adoption. He explains how AI coding tools can nearly double engineering capacity while creating rapidly escalating consumption costs, and highlights model switching, intelligent routing, and optimization as key ways to control spending without sacrificing productivity.
(01:27:30) - Grant Lafontaine discusses Whatnot’s $545 million Series G funding round at a $20 billion valuation and the live-shopping platform’s rapid growth. He explains how authentic, knowledgeable sellers can build substantial businesses with small audiences, while outlining Whatnot’s focus on customer experience, new markets, product categories, and future streaming formats.
(01:44:17) - 𝕏 Timeline Reactions

TBPN is made possible by:

Ramp - https://ramp.com

Public - https://public.com

Cisco - https://www.cisco.com

Console - https://www.console.com

CrowdStrike - https://www.crowdstrike.com

Figma - https://www.figma.com

MongoDB - https://www.mongodb.com

NYSE - https://www.nyse.com

Railway - https://railway.com

Shopify - https://www.shopify.com

Codex - http://openAI.com/codex

Follow TBPN:

https://TBPN.com

https://x.com/tbpn

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

https://podcasts.apple.com/us/podcast/tbpn/id1772360235

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

More Details on OpenAI-Hugging Face, SpaceX SPV Investors Get Rugged, Demis and DeepMind | Diet TBPN Aug 06, 2026

Show notes

Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella.

TBPN is made possible by:

Ramp - https://ramp.com

Public - https://public.com

Cisco - https://www.cisco.com

Console - https://www.console.com

CrowdStrike - https://www.crowdstrike.com

Figma - https://www.figma.com

MongoDB - https://www.mongodb.com

NYSE - https://www.nyse.com

Railway - https://railway.com

Shopify - https://www.shopify.com/

Follow TBPN: