TBPN

Latest Episodes:

SpaceX SPV Gone Wrong, Intel's Comeback, Dylan Field Joins | Aditya Agarwal, Ariane Gorin, Nick Thompson, Chris Power, Christian Mochen Aug 06, 2026

Show notes

(04:00) - OpenAI Details Hugging Face Incident
(12:36) - SpaceX SPV Gone Wrong
(20:05) - Nikita Bier Steps Down at X
(25:44) - Google Rewires AI Leadership
(30:15) - 𝕏 Timeline Reactions
(36:14) - Intel's Comeback
(56:51) - 𝕏 Timeline Reactions
(01:00:02) - Aditya Agarwal, managing partner at South Park Commons, discusses its new $575 million fund and the growing ambition of founders building capital-intensive deep-tech companies. He also covers founder dilution, AI-assisted application review, Series A fundraising, scientific diligence, and the importance of technical progress and rapid growth.
(01:16:00) - Ariane Gorin, CEO of Expedia Group and a former Microsoft executive, discusses strong travel demand and Expedia’s growth despite economic uncertainty and rising prices. She explains how Expedia is using AI to personalize trip planning, improve productivity, expand partnerships with AI platforms, and build toward a personal travel-agent experience.
(01:35:47) - Nick Thompson discusses his role as CEO of The Atlantic and his strategy for growing subscriptions through trusted, high-quality journalism. He explores print’s enduring value, evolving approaches to video and Substack talent, and how AI may reshape journalism, audience behavior, and the broader media ecosystem.
(02:04:47) - Chris Power, founder and CEO of advanced manufacturing company Hadrian, discusses the company’s $1.37 billion raise and rapid expansion of its factories-as-a-service model for major defense and aerospace customers. He explains Hadrian’s full-stack approach to building and operating highly automated factories, its growing U.S. footprint, and its role in accelerating the adoption of emerging manufacturing technologies.
(02:17:13) - Christian Mochen discusses founding Atlas Motion, a company developing motion systems for autonomous and robotic platforms, beginning with small drone motors. Drawing on experience at Toyota, Tesla, Shield AI, and Mach Industries, he explains the company’s $11.5 million seed round, software-driven manufacturing strategy, operations in Manila, and plans to bring cost-competitive production to the United States.
(02:22:23) - Dylan Field discusses Figma’s strong growth, rising AI adoption, and the growing importance of design as coding becomes increasingly commoditized. The Figma co-founder and CEO explains how the company is developing AI tools that preserve human creativity and control while expanding its platform across design, code, and production workflows.

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Codex - http://openAI.com/codex

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Demis Is Out as DeepMind CEO, Revolut Founder Yacht Drama, AI’s Great Reverse Bank Run | Diet TBPN Aug 05, 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

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Console - https://www.console.com

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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:

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

Google DeepMind Reorgs, Rainforest Discoveries, Monkey Prices Surge | Harley Finkelstein, John J. Giamatteo, Jeremy Allaire, Mackenzie Burnett Aug 05, 2026

Show notes

(00:18) - Google DeepMind Reorgs
(21:08) - 𝕏 Timeline Reactions
(23:40) - Revolut Founder Sued Over Yacht
(29:38) - 𝕏 Timeline Reactions
(34:12) - China Biotech Drives Monkey Prices
(38:29) - Rainforest Discoveries
(41:12) - 𝕏 Timeline Reactions
(45:10) - Harley Finkelstein, president of Shopify, discusses the company’s strong growth and how AI-driven agentic commerce is helping shoppers discover niche products from independent merchants. He also explains how Shopify’s AI tools, including Sidekick and Autopilot, help merchants launch, optimize, and automate their businesses more effectively.
(01:04:19) - John J. Giamatteo discusses his leadership as CEO of BlackBerry and the company’s transformation from smartphones to secure embedded software. He highlights BlackBerry’s automotive operating systems, cautious use of AI, partnerships, industrial robotics growth, and enduring focus on security, trust, and innovation.
(01:19:50) - Jeremy Allaire, co-founder and CEO of financial technology company Circle, discusses stablecoins’ integration into the traditional financial system, USDC’s growing role in global payments, and blockchain infrastructure’s evolution. He also highlights AI agents as a new form of digital labor, alongside the heightened cybersecurity and regulatory challenges created by powerful AI models.
(01:40:03) - Mackenzie Burnett is the co-founder and CEO of Ambrook, a financial management software company built for farms, ranches, and other independent businesses in the real economy. Ambrook helps agricultural operators manage accounting, payments, and financial reporting, with the broader goal of strengthening rural businesses and American industry.
(01:51:17) - 𝕏 Timeline Reactions

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MongoDB - https://www.mongodb.com

NYSE - https://www.nyse.com

Railway - https://railway.com

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Codex - http://openAI.com/codex

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Bending Spoons Buys Airtable, OpenAI Hits Back at Apple Over Lawsuit, Spider-Man Ads in BMWs | Diet TBPN Aug 04, 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

Bending Spoons Buys Airtable, Snap Rips, Ads in BMW | Grace Li, Samir Kaji, John Quinn, Nikhil Reddy, Art Levy & Russell Kaplan, Brendan Carr Aug 04, 2026

Show notes

(01:04) - Bending Spoons Buys Airtable
(17:14) - Snap Earnings
(27:02) - Apple Escalates OpenAI Lawsuit
(31:08) - Ads in BMW
(40:34) - 𝕏 Timeline Reactions
(44:25) - Grace Lee, co-founder and CEO of Intelligence, discusses how Design Arena uses human preferences to improve AI-generated designs, games, and websites. She outlines the company’s vision for an intelligence marketplace and creative superintelligence that can turn ideas into real-world outputs with minimal friction.
(59:27) - Samir Kaji, co-founder and CEO of Allocate, discusses the rapid growth of private markets, Allocate’s role connecting wealth advisors with private funds, and the risks of soaring AI valuations. He also examines emerging venture funds, solo general partners, public-market investing, and the dangers of leverage in venture capital.
(01:20:59) - John Quinn discusses his successful appeal representing Perplexity against Amazon and the emerging legal challenges surrounding agentic AI, including contracts, liability, copyright, and unauthorized access. A prominent trial lawyer and founder of Quinn Emanuel, he also examines AI’s transformative impact on legal practice, data-center disputes, and litigation strategy.
(01:49:31) - Nikhil Reddy discusses founding Kaizen in 2022 after working as an early engineer at Anduril, with the goal of modernizing outdated government software. He highlights Kaizen’s new counter-drone marketplace, which streamlines procurement for defense agencies, law enforcement, and allied nations while improving speed, usability, and taxpayer value.
(01:59:06) - Art Levy & Russell Kaplan. Art discusses his new role as Cognition’s vice president of global partnerships, drawing on his experience building alliances and partner ecosystems. He explains how deep partnerships can drive sales, integrations, co-marketing, and acquisitions while helping Cognition expand globally and attract talented founders.
(02:13:12) - Brendan Carr discusses his work as FCC chairman to strengthen U.S. technology and national security while reducing regulatory barriers. He covers restrictions on foreign-made robotics and drones, safer electronics testing, school screen time, satellite internet, and efforts to streamline FCC rules and approvals.

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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:

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

Hank Green Faces AI Backlash, Astra Makes 10 Math Advances, Million-Dollar Solo Firms | Diet TBPN Aug 03, 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

Astra Ends Math, 1 Person $1M Companies, Hank Green Is Absolutely Right | John Gruber, Shaun Maguire & Isaiah Taylor, Justin Lopas, Beau Gaston, Ron Arel Aug 03, 2026

Show notes

(02:08) - Hank Green Is Absolutely Right
(17:03) - Astra Ends Math
(21:50) - 1 Person $1M Companies
(40:33) - 𝕏 Timeline Reactions
(51:52) - Meta Faces an AI Timing Problem
(57:45) - 𝕏 Timeline Reactions
(01:03:31) - John Gruber, a technology writer and founder of Daring Fireball, discusses Apple’s response to rising component costs, its move toward lower-priced products and leasing, and its delayed but practical approach to AI. He also examines Apple’s complex relationship with Google, the risks of advertising within its ecosystem, and the possibility of an AI-related silicon acquisition.
(01:42:22) - Shaun Maguire & Isaiah Taylor. Shaun Maguire discusses Sequoia’s high-conviction $1 billion investment in Isaiah Taylor’s nuclear energy company, highlighting Taylor’s exceptional intensity, talent, and focus on simple, scalable reactor designs. Their conversation covers the company’s plans for massive nuclear “gigasites,” recruiting elite engineers, powering AI infrastructure, and eventually producing cheaper industrial commodities.
(01:57:54) - Justin Lopez discusses Base Power’s new Texas battery factory, $1 billion funding round at a $13 billion valuation, and custom home battery system. He explains how Base provides affordable, reliable electricity through distributed energy storage and outlines its measured expansion into new markets through utility partnerships and localized operations.
(02:11:34) - Beau Gaston discusses his passion project: a powerful, demon-like quadruped robot designed to operate dangerous tools such as chainsaws in hazardous environments. He explains that its centaur form provides stability and mobility on rough terrain, while its intimidating appearance deliberately warns people of its strength and potential danger.
(02:26:54) - Ron Arel discusses his work as co-founder of Intology, a San Francisco company developing autonomous systems to automate scientific discovery and AI R&D. He outlines progress in automated language-model post-training, the challenges of costly verification and experimentation, and the company’s goal of deploying systems that autonomously conduct end-to-end research and produce discoveries.

TBPN is made possible by:

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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:

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Leopold Stays in the Game, Big Tech Earnings, OpenAI Slashes GPT-5.6 Prices | Diet TBPN Jul 31, 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

Leopold is Back! Big Tech Earnings, Defense Tech Deep Dive | Richard Craib, Trae Stephens, Blake Resnick Jul 31, 2026

Show notes

(00:27) - Leopold is Back!
(29:21) - Big Tech Earnings
(32:45) - Richard Craib is a mathematician, AI researcher, and founder of Numerai, an AI-driven quantitative hedge fund. Richard Craib discusses the distinction between genuine alpha and returns driven by concentrated risk, arguing that disciplined diversification, mathematical risk management, and sustainable long-term investing matter more than short-term gains or investor hero worship.
(01:00:15) - Trae Stephens, co-founder of Anduril and general partner at Founders Fund, discusses volatile venture valuations, responsible fundraising, and the evolving defense-tech ecosystem. He also covers Anduril’s autonomous aircraft and rapid manufacturing expansion, the case for mandatory civil service, and Founders Fund’s investment strategy.
(01:34:39) - Blake Resnick, founder and CEO of public-safety drone company BRINC, discusses the company’s $125 million capital raise and tours its drones, recharging pods, R&D facilities, and factory. He explains BRINC’s plans to deploy autonomous emergency-response drones nationwide, its strategic partnership with Motorola Solutions, and opportunities for innovation across the domestic drone supply chain.
(01:53:47) - 𝕏 Timeline Reactions

TBPN is made possible by:

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Public - https://public.com

Cisco - https://www.cisco.com

Console - https://www.console.com

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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:

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

The Collapse of Situational Awareness, Ferrari Luce Stays on Track for 2026 | Diet TBPN Jul 30, 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: