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$1B GLP-1 Lessons, New AI Careers, China's 2030 Master Plan | Sam Broner, Jonathan Slotkin, Liz Hoffman, Bret Taylor, Ariyan Kabir, Atif Siddiqi
6 april 2026 · 2 uur 38 min
(02:28) - $1B GLP-1 Lessons Lees meer
(26:57) - China's Pork Problem
(30:39) - America's Best New Weapon
(38:59) - Inside OpenAI & Anthropic's Finances
(44:48) - The New AI Careers
(52:53) - China in the AI Talent Race
(56:33) - China's 2030 Master Plan
(01:06:13) - 𝕏 Timeline Reactions
(01:15:41) - Sam Broner, co-founder of The Better Money Company, discusses raising $10 million to build a stablecoin clearinghouse aimed at facilitating seamless payments between different stablecoins. He explains that, similar to traditional clearinghouses connecting financial institutions, their platform will enable payments companies to handle stablecoin transactions more efficiently. Broner also highlights the impact of the GENIUS Act, which has spurred increased interest from large companies in adopting stablecoins for payments, leading to a surge in requests for stablecoin projects.
(01:32:57) - Jonathan Slotkin, MD, is a practicing neurosurgeon and co-founder of Scrub Capital, a venture capital firm focused on early-stage healthcare investments. In the conversation, he critiques the portrayal of a health tech company in a recent article, emphasizing the need for deeper scrutiny of medical claims and regulatory compliance. He highlights the importance of distinguishing between genuine innovation and unsubstantiated marketing, particularly in the context of telemedicine and peptide therapies.
(01:47:20) - Liz Hoffman, a seasoned journalist and business and finance editor at Semafor, discusses the launch of her new weekly interview show, "Compound Interest," which delves into the inner workings of significant economic sectors through conversations with industry leaders. She highlights recent episodes featuring David Ulevitch from Andreessen Horowitz on defense technology and the CEO of Oura discussing advancements in wearable health devices. Additionally, Hoffman shares insights on the U.S. labor market, emphasizing demographic shifts and the evolving impact of AI on employment …
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Open AI Acquires TBPN, Artemis II, The AI-Built $1.8B Company | Diet TBPN
3 april 2026 · 32 min
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. Lees meer
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.
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AppLovin - https://axon.ai
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ElevenLabs - https://elevenlabs.io
Figma - https://figma.com
Fin - https://fin.ai
Gemini - https://gemini.google.com
Graphite - https://graphite.com
Gusto - https://gusto.com/tbpn
Kalshi - https://kalshi.com
Labelbox - https://labelbox.com
Lambda - https://lambda.ai
Linear - https://linear.app
MongoDB - https://mongodb.com
NYSE - https://nyse.com
Okta - https://www.okta.com
Phantom - https://phantom.com/cash
Plaid - https://plaid.com
Public - https://public.com
Railway - https://railway.com
Restream - https://restream.io
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https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235
https://www.youtube.com/@TBPNLive
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OpenAI Acquires TBPN
2 april 2026 · 3 uur
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(00:14) - OpenAI Acquires TBPN
(21:42) - Artemis II Reactions
(30:29) - The One-Man $1B Company
(41:50) - Timeline Reactions
(46:39) - Best Quarter for Big Deals Ever
(54:26) - Private Credit's Evangelist Under Fire
(01:03:47) - Apple at 50
(01:24:48) - Marc Lore, an American entrepreneur and investor, is renowned for founding Diapers.com and Jet.com, both of which were acquired by Amazon and Walmart, respectively. In the conversation, he discusses his journey from investment banking to launching these e-commerce ventures, highlighting his innovative approaches to logistics and customer experience. He also shares insights into his latest venture, Wonder, a food delivery startup aiming to revolutionize the industry by integrating technology and culinary expertise.
(01:54:33) - Adam Meyers, head of counter adversary operations at CrowdStrike and host of the Adversary Universe podcast, discusses the recent surge in software supply chain attacks, emphasizing the role of developers in securing their code and the importance of multi-factor authentication to protect against identity-based threats. He highlights the increasing sophistication of adversaries, such as North Korean groups targeting developers to steal cryptocurrencies for funding weapons programs. Meyers also underscores the necessity for organizations to monitor suspicious behaviors at endpoints and during build processes to detect and prevent potential security breaches.
(02:07:16) - Jeremy Allaire, co-founder and CEO of Circle, has a background in founding and leading technology companies, including Allaire Corporation and Brightcove. In the conversation, he discusses the expansion of Circle's platform beyond its stablecoin USDC, highlighting the development of the ARK operating system and the company's focus on simplifying payments and providing infrastructure for developers. He also emphasizes the growing role of USDC in agent-to-agent economic tra…
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Artemis II, Jamie Dimon’s “American Dream,” Snap’s Crucible Moment | Diet TBPN
2 april 2026 · 31 min
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. Lees meer
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.
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ElevenLabs - https://elevenlabs.io
Figma - https://figma.com
Fin - https://fin.ai
Gemini - https://gemini.google.com
Graphite - https://graphite.com
Gusto - https://gusto.com/tbpn
Kalshi - https://kalshi.com
Labelbox - https://labelbox.com
Lambda - https://lambda.ai
Linear - https://linear.app
MongoDB - https://mongodb.com
NYSE - https://nyse.com
Okta - https://www.okta.com
Phantom - https://phantom.com/cash
Plaid - https://plaid.com
Public - https://public.com
Railway - https://railway.com
Restream - https://restream.io
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https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235
https://www.youtube.com/@TBPNLive
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FULL INTERVIEW: Apple Exec on How Apple Builds Products That Actually Win
2 april 2026 · 22 min
This is our full interview with Eddy Cue, recorded live on TBPN. Lees meer
We discuss his early years at Apple, his admiration for Steve Jobs' innovation, and the challenges of launching the original Apple online store amidst concerns from traditional retail channels.
Sign up for TBPN’s daily newsletter at TBPN.com
TBPN.com is made possible by:
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AppLovin - https://axon.ai
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Cognition - https://cognition.ai
Console - https://console.com
CrowdStrike - https://crowdstrike.com
ElevenLabs - https://elevenlabs.io
Figma - https://figma.com
Fin - https://fin.ai
Gemini - https://gemini.google.com
Graphite - https://graphite.com
Gusto - https://gusto.com/tbpn
Kalshi - https://kalshi.com
Labelbox - https://labelbox.com
Lambda - https://lambda.ai
Linear - https://linear.app
MongoDB - https://mongodb.com
NYSE - https://nyse.com
Okta - https://www.okta.com
Phantom - https://phantom.com/cash
Plaid - https://plaid.com
Public - https://public.com
Railway - https://railway.com
Restream - https://restream.io
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https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235
https://www.youtube.com/@TBPNLive
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Eddy Cue Joins for Apple's 50th, Artemis Launch, Jamie Dimon's Plan, Save Snap Now, SpaceX IPO | Aaron Terrazas, Pratap Ranade, Abhishek Das, Garry Tan, Brannin McBee, Sam Yagan
1 april 2026 · 3 uur 25 min
Sign up for TBPN’s daily newsletter at TBPN.com Lees meer
(02:18) - Artemis II Launch
(10:50) - Jamie Dimon's Plan
(14:20) - Buffett's Protégé Joins JPMorgan
(20:10) - Save Snap Now
(31:10) - The Artemis II Launch Technology
(38:35) - The Great KitKat Heist
(45:25) - Microsoft Eyes $7B Texas Power Plant
(54:19) - OpenAI Preps "Social Contract" Push After $122B Raise
(01:00:37) - Timeline Reactions
(01:10:15) - Eddy Cue, Apple's Senior Vice President of Services, joined the company in 1989 and has been instrumental in developing key platforms like the iTunes Store and App Store. In the conversation, he reflects on his early years at Apple, his admiration for Steve Jobs' innovation, and the challenges of launching the original Apple online store amidst concerns from traditional retail channels.
(01:32:53) - Aaron Terrazas, an economist at Gusto with prior experience at Glassdoor, Convoy, Zillow, and the U.S. Treasury Department, discusses the unique advantages of being an in-house economist, emphasizing access to proprietary data that offers real-time insights into economic trends. He highlights the importance of adjusting internal data to reflect the broader labor market, ensuring accurate analyses. Terrazas also notes that, despite prevailing economic uncertainties, small businesses created approximately 120,000 new jobs in March, marking the strongest growth since 2022.
(01:46:40) - Timeline Reactions
(01:56:36) - Pratap Ranade, CEO and co-founder of Arena Physica, discusses the company's evolution from integrating AI into hardware engineering to developing Heaviside, the first foundation model for electromagnetism. This model, akin to a large language model but trained on materials, geometries, and electromagnetic fields, aims to address challenges in designing software-defined hardware by creating a data factory to generate the necessary training data. Ranade highlights applications in satellite communication, radar, and data centers, emphasizing partnerships…
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AI Is Coming for Your Memes, Crypto’s Quantum Clock, Axios Hack| Diet TBPN
1 april 2026 · 31 min
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. Lees meer
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
AppLovin - https://axon.ai
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Cognition - https://cognition.ai
Console - https://console.com
CrowdStrike - https://crowdstrike.com
ElevenLabs - https://elevenlabs.io
Figma - https://figma.com
Fin - https://fin.ai
Gemini - https://gemini.google.com
Graphite - https://graphite.com
Gusto - https://gusto.com/tbpn
Kalshi - https://kalshi.com
Labelbox - https://labelbox.com
Lambda - https://lambda.ai
Linear - https://linear.app
MongoDB - https://mongodb.com
NYSE - https://nyse.com
Okta - https://www.okta.com
Phantom - https://phantom.com/cash
Plaid - https://plaid.com
Public - https://public.com
Railway - https://railway.com
Restream - https://restream.io
Sentry - https://sentry.io
Shopify - https://shopify.com/tbpn
Turbopuffer - https://turbopuffer.com
Vanta - https://vanta.com
Vibe - https://vibe.co
Follow TBPN:
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https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235
https://www.youtube.com/@TBPNLive
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AI Is Coming for Your Memes, Axios NPM Package Compromised, Claude Code Source Code Leak | Alex Pruden, Qasar Younis, Sebastian Mallaby, Forrest Heath, Dino Mavrookas, Will Ahmed, Jannick Malling, Ryan Daniels, Chris Yu
31 maart 2026 · 3 uur 9 min
Sign up for TBPN’s daily newsletter at TBPN.com Lees meer
(01:47) - AI Is Coming for Your Memes
(11:42) - Axios NPM Package Compromised
(23:17) - Claude Code Source Code Leak
(34:36) - Google: Quantum Threat to Crypto is Real
(42:16) - Timeline Reactions
(57:57) - Alex Pruden, a former Army Green Beret and Stanford graduate, is the CEO and co-founder of Project Eleven, a company dedicated to securing digital assets against emerging quantum computing threats. He discusses the urgency of addressing vulnerabilities in blockchain cryptography, emphasizing that recent advancements in quantum computing have significantly lowered the threshold for potential attacks on systems like Bitcoin. Pruden highlights the need for proactive measures to transition to quantum-resistant cryptographic standards to safeguard the future of decentralized networks.
(01:16:37) - Qasar Younis, CEO of Applied Intuition, discusses the company's $15 billion valuation and its mission to integrate AI into physical machines across various industries. He highlights a recent partnership with LG Innotek to develop cost-effective self-driving technologies, emphasizing the shift from research to engineering in autonomous systems. Younis also notes the importance of shared learning across sectors like mining and trucking to enhance AI models, and underscores the company's capital efficiency and strategic approach to scaling AI solutions in the physical world.
(01:31:51) - Sebastian Mallaby, an English journalist and author, is the Paul A. Volcker senior fellow for international economics at the Council on Foreign Relations. In his conversation, he discusses his latest book, "The Infinity Machine," which explores the life of Demis Hassabis and the development of artificial intelligence at DeepMind. Mallaby shares insights into his research process, including extensive interviews with Hassabis, and reflects on the rapid advancements in AI and their broader implications.
(02:02:30) - Forrest Heath, founder o…
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Is Meta Really Addictive?, Jetsons Prediction, Artemis II: Back to the Moon | Diet TBPN
31 maart 2026 · 31 min
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. Lees meer
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
AppLovin - https://axon.ai
Cisco - https://www.cisco.com
Cognition - https://cognition.ai
Console - https://console.com
CrowdStrike - https://crowdstrike.com
ElevenLabs - https://elevenlabs.io
Figma - https://figma.com
Fin - https://fin.ai
Gemini - https://gemini.google.com
Graphite - https://graphite.com
Gusto - https://gusto.com/tbpn
Kalshi - https://kalshi.com
Labelbox - https://labelbox.com
Lambda - https://lambda.ai
Linear - https://linear.app
MongoDB - https://mongodb.com
NYSE - https://nyse.com
Okta - https://www.okta.com
Phantom - https://phantom.com/cash
Plaid - https://plaid.com
Public - https://public.com
Railway - https://railway.com
Restream - https://restream.io
Sentry - https://sentry.io
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Vanta - https://vanta.com
Vibe - https://vibe.co
Follow TBPN:
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https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235
https://www.youtube.com/@TBPNLive
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FULL INTERVIEW: Why I Think Nvidia Is Perfectly Positioned In The AI Race
31 maart 2026 · 29 min
This is our full interview with Tae Kim, recorded live on TBPN. Lees meer
We discuss why he believes fears around Nvidia and AI infrastructure are overblown despite recent market pullbacks, unpack how exploding inference demand from coding agents and enterprise adoption is driving a sustained compute shortage that Nvidia is uniquely positioned to capture after locking up key supply, and debate what this next wave of AI means for everything from GPU scarcity and chip strategy to token demand, vertical agents, and whether the current boom is the early innings of a multi-year expansion or the setup for a future compute glut.
Sign up for TBPN’s daily newsletter at TBPN.com
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AppLovin - https://axon.ai
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ElevenLabs - https://elevenlabs.io
Figma - https://figma.com
Fin - https://fin.ai
Gemini - https://gemini.google.com
Graphite - https://graphite.com
Gusto - https://gusto.com/tbpn
Labelbox - https://labelbox.com
Lambda - https://lambda.ai
Linear - https://linear.app
MongoDB - https://mongodb.com
NYSE - https://nyse.com
Okta - https://www.okta.com
Phantom - https://phantom.com/cash
Plaid - https://plaid.com
Public - https://public.com
Railway - https://railway.com
Ramp - https://ramp.com
Restream - https://restream.io
Sentry - https://sentry.io
Shopify - https://shopify.com
Turbopuffer - https://turbopuffer.com
Vanta - https://vanta.com
Vibe - https://vibe.co
Sentry - https://sentry.io
Cisco - https://www.ciscoaisummit.com/ai-virtual-summit.htmlFollow TBPN:
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https://www.youtube.com/@TBPNLive -
The Lawyer Who Beat Meta and Google, Revisiting The Jetsons, Japan Twitter | Tae Kim, Logan Bartlett, Sam Stephenson, Ben Broca, Brett Adcock, Andrei Serban
30 maart 2026 · 3 uur
Sign up for TBPN’s daily newsletter at TBPN.com Lees meer
(01:49) - The Lawyer Who Beat Meta and Google
(15:44) - The Social Media Addiction Placebo Controlled Trial
(32:54) - Revisiting The Jetsons
(42:16) - What I Hate Most About Hotel Room Tech
(48:37) - Sysco to Acquire Restaurant Depot
(51:08) - Office Chair Racing
(01:00:08) - Tae Kim, a financial analyst and founder of the newsletter "Key Context," discusses the recent volatility in Nvidia's stock, attributing it to cyclical market fears rather than fundamental issues, and highlights the company's strategic acquisitions and partnerships, such as with Groq, to meet surging AI inference demand. He emphasizes Nvidia's proactive supply chain management and strong relationships with TSMC to secure wafer allocations, positioning the company to capitalize on the growing AI market. Additionally, Kim notes the increasing demand for CPUs driven by AI agents, suggesting a significant trend in the tech industry.
(01:30:37) - Logan Bartlett, Managing Director at Redpoint Ventures, discusses the disconnect between public and private market valuations in the software industry, highlighting how public software companies trade at lower multiples compared to their private counterparts. He attributes this to public investors' concerns over stock-based compensation and questions about the long-term terminal value of these businesses. Bartlett also emphasizes the cultural challenges incumbent companies face in adapting to rapid technological shifts, particularly in integrating AI capabilities, which may hinder their ability to capture new market opportunities.
(02:09:37) - Sam Stephenson, co-founder and CTO of Granola, an AI-powered meeting notepad, discusses the company's recent $125 million Series C funding led by Index Ventures, bringing its valuation to $1.5 billion. He highlights Granola's evolution from a personal note-taking app to an enterprise solution, emphasizing the importance of capturing meeting contexts to enhance …
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Novartis Buys Excellergy for $2B, Anthropic Vs. Pentagon, The Mansion Section | Diet TBPN
28 maart 2026 · 32 min
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. Lees meer
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
AppLovin - https://axon.ai
Cisco - https://www.cisco.com
Cognition - https://cognition.ai
Console - https://console.com
CrowdStrike - https://crowdstrike.com
ElevenLabs - https://elevenlabs.io
Figma - https://figma.com
Fin - https://fin.ai
Gemini - https://gemini.google.com
Graphite - https://graphite.com
Gusto - https://gusto.com/tbpn
Kalshi - https://kalshi.com
Labelbox - https://labelbox.com
Lambda - https://lambda.ai
Linear - https://linear.app
MongoDB - https://mongodb.com
NYSE - https://nyse.com
Okta - https://www.okta.com
Phantom - https://phantom.com/cash
Plaid - https://plaid.com
Public - https://public.com
Railway - https://railway.com
Restream - https://restream.io
Sentry - https://sentry.io
Shopify - https://shopify.com/tbpn
Turbopuffer - https://turbopuffer.com
Vanta - https://vanta.com
Vibe - https://vibe.co
Follow TBPN:
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https://x.com/tbpn
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https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235
https://www.youtube.com/@TBPNLive
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$2B Allergy Drug, ChatGPT Ads, Mansion Section | Billy Boman, Benjamin Miller, Faris Sbahi, Evan Loomis, Anvisha Pai, Ryan Tseng
27 maart 2026 · 2 uur 40 min
Sign up for TBPN’s daily newsletter at TBPN.com Lees meer
(01:53) - Novartis to Buy Excellergy for $2B
(11:04) - 𝕏 Timeline Reactions
(24:08) - Anthropic Stories
(33:06) - Mansion Section
(54:23) - Billy Boman, an AI visual creator and educator, discusses his journey from a creative upbringing and formal design education to roles in fashion and tech, culminating in his current focus on AI-driven content creation. He highlights his work on high-profile projects, including AI-generated commercials and music videos, and emphasizes the transformative impact of AI on the creative industry. Boman also shares insights into his teaching role at Berghs School of Communication, where he integrates AI tools into the curriculum to prepare students for the evolving landscape of digital storytelling.
(01:27:27) - Benjamin Miller, co-founder and CEO of Fundrise, discusses the company's mission to democratize real estate investing through technology, making high-quality investments accessible to a broader audience. He highlights the recent public listing of the Fundrise Innovation Fund (VCX) on the New York Stock Exchange, emphasizing its role in providing investors with exposure to private technology companies. Miller also elaborates on Fundrise's strategic approach to venture capital, focusing on building relationships with top private companies and leveraging their extensive customer base to add value beyond capital investment.
(01:48:47) - Faris Sbahi, Founder and CEO of Normal Computing, discusses how his company collaborates with leading semiconductor firms to design custom silicon and is developing ultra-efficient ASICs focused on energy efficiency. He highlights the industry's shift towards heterogeneous computing, emphasizing the need for specialized chips tailored to specific workloads, and introduces thermodynamic computing as a novel approach to enhance energy efficiency in AI workloads. Sbahi also announces a $50 million accelerator round led by Samsung to further these …
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How I Built and Sold SALT & STONE
27 maart 2026 · 29 min
This is our full interview with Nima Jalali, recorded live on TBPN. Lees meer
We discuss how he went from pro snowboarder to building one of the fastest-growing personal care brands in the market, unpack why relentless product obsession, profitability from day one, and brand building over playbook thinking helped the company scale to $165 million in revenue, and debate what aspiring consumer founders can learn from his unconventional path on everything from product development and retail expansion to focus, funding, and building a legacy brand that can last for generations.
Sign up for TBPN’s daily newsletter at TBPN.com
TBPN.com is made possible by:
Ramp - https://Ramp.com
AppLovin - https://axon.ai
Cognition - https://cognition.ai
Console - https://console.com
CrowdStrike - https://crowdstrike.com
ElevenLabs - https://elevenlabs.io
Figma - https://figma.com
Fin - https://fin.ai
Gemini - https://gemini.google.com
Graphite - https://graphite.com
Gusto - https://gusto.com/tbpn
Labelbox - https://labelbox.com
Lambda - https://lambda.ai
Linear - https://linear.app
MongoDB - https://mongodb.com
NYSE - https://nyse.com
Okta - https://www.okta.com
Phantom - https://phantom.com/cash
Plaid - https://plaid.com
Public - https://public.com
Railway - https://railway.com
Ramp - https://ramp.com
Restream - https://restream.io
Sentry - https://sentry.io
Shopify - https://shopify.com
Turbopuffer - https://turbopuffer.com
Vanta - https://vanta.com
Vibe - https://vibe.co
Sentry - https://sentry.io
Cisco - https://www.ciscoaisummit.com/ai-virtual-summit.htmlFollow 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 -
Arm’s $15B Chip Bet, Sanders & AOC vs Datacenters, Meta & YouTube Lose Trial | Diet TBPN
27 maart 2026 · 32 min
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. Lees meer
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.
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Arm Pumps CPUs, Social Media Addiction, Data Center Ban | Eric Goldman, Nima Jalali, Jon McNeill, Karri Saarinen, Dimi Kellari, Mikey Shulman, Aida Baradari, Zack Kanter, Nik Milanović, Zach Perret
26 maart 2026 · 3 uur 31 min
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(02:36) - Arm's $15B Chip Bet
(14:38) - Sanders & AOC: Pause Data Centers
(27:54) - Meta & YouTube Lose Addiction Trial
(37:08) - 𝕏 Timeline Reactions
(44:34) - "Thou Shalt Not Steal" Op-Ed Reaction
(52:20) - 𝕏 Timeline Reactions
(01:13:50) - Eric Goldman, Associate Dean for Research and Professor of Law at Santa Clara University School of Law, specializes in Internet Law, Intellectual Property, and Advertising & Marketing Law. He discusses the recent California state court case where a jury awarded $6 million in damages to a plaintiff who alleged that social media platforms contributed to her mental health issues. Goldman highlights the broader implications of this verdict, noting that it could set a precedent for numerous similar lawsuits pending across the country, potentially leading to significant financial liabilities for social media companies and prompting changes in platform design and regulation. 01:29:55 Nima Jalali, a former professional snowboarder from Los Angeles, is the founder and CEO of Salt & Stone, a natural skincare brand established in 2017. In the conversation, he discusses his transition from snowboarding to entrepreneurship, emphasizing the importance of creating high-performing, design-led products that resonate with consumers. Jalali highlights the brand's rapid growth, its focus on quality and authenticity, and the significance of building a lasting legacy through relentless dedication and strategic partnerships. 01:59:21 Jon McNeill, an American businessman and entrepreneur, has held prominent roles including President of Global Sales and Service at Tesla and Chief Operating Officer at Lyft. In the conversation, he discusses the operational framework he developed at Tesla, emphasizing principles such as questioning every requirement, simplifying processes, accelerating workflows, and automating last. He illustrates these concepts with examples, like reducing Tesla's online purchase …
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Benchmark’s Ship of Theseus, OpenAI Kills Sora, SpaceX $2T IPO Buzz | Diet TBPN
25 maart 2026 · 31 min
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. Lees meer
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.
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Benchmark's Future, SpaceX IPO, RIP Sora | Mike Knoop, Nathan Benaich, Rohin Dhar, Eric Jorgenson, Jenny Just, and Matt Hulsizer
25 maart 2026 · 2 uur 27 min
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(00:53) - The Benchmark Ship of Theseus
(14:16) - OpenAI to Kill Sora
(23:56) - 𝕏 Timeline Reactions
(43:07) - SpaceX Could File for an IPO This Week
(51:57) - Manus Founder Stuck in China
(59:34) - Mike Knoop is the co-founder of Zapier, the automation platform that connects apps and workflows without code. He is also a co-founder of the ARC Prize, an initiative advancing progress toward artificial general intelligence through benchmark-driven research, and now focuses on early-stage investing and technical projects across AI and software infrastructure.
(01:22:33) - Nathan Benaich is the founder and general partner of Air Street Capital, a venture firm focused on AI-first companies. He is also the creator of the State of AI Report, one of the most widely read annual analyses of the AI industry, and co-founded the AI research hub RAAIS (Research and Applied AI Summit).
(01:35:26) - Rohin Dhar is a San Francisco–based real estate agent specializing in residential properties. He works with buyers and sellers across the Bay Area, focusing on navigating competitive markets and helping clients make informed investment and housing decisions.
(01:46:42) - Eric Jorgenson is an author and investor best known for The Almanack of Naval Ravikant and The Book of Elon, where he distills the ideas, strategies, and operating principles behind Elon Musk’s approach to building companies. He writes about leverage, decision-making, and product-building while working with early-stage startups.
(02:00:28) - Jenny Just & Matt Hulsizer are the co-founders and managing partners of PEAK6, a financial services and technology firm spanning trading, investing, and venture. They focuses on building and backing companies across fintech, consumer, and education, and is known for their emphasis on performance culture and long-term value creation.
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Peptide Debate Recap, John Ternus Rumors Swirl, OpenAI Nonprofit to Spend $1B | Diet TBPN
24 maart 2026 · 29 min
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. Lees meer
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Hill & Valley Gigastream, Apple's Next CEO, OpenAI's Non-Profit | Scott Nolan, Sarah Guo, Casey Handmer, Shaun Maguire, Delian Asparouhov, Zach Dell, Ryan Petersen, and Chase Lochmiller
24 maart 2026 · 2 uur 45 min
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(06:46) - Who Won The Great Peptide Debate
(13:57) - Ternus Steps Into Apple Spotlight
(34:12) - TBPN Featured in Fast Company
(39:11) - OpenAI's Non-Profit to Spend $1B in 2026
(40:59) - 𝕏 Timeline Reactions
(50:52) - Chase Lochmiller is the co-founder and CEO of Crusoe, an energy and computing company that uses stranded natural gas to power data centers and AI workloads. He focuses on aligning energy production with high-performance computing demand, turning wasted resources into infrastructure for machine learning and cloud services.
(01:06:04) - Ryan Petersen is the founder and CEO of Flexport, a global logistics and freight forwarding company using software to modernize supply chains. He is known for his hands-on leadership style and for bringing transparency, data, and real-time visibility to international shipping and trade.
(01:20:49) - 𝕏 Timeline Reactions
(01:23:28) - Scott Nolan is the founder and CEO of General Matter, a company focused on advanced materials and next-generation industrial technologies. He previously was a partner at Founders Fund, where he invested in frontier sectors like aerospace, defense, and manufacturing, and continues to focus on building technically ambitious companies with long-term impact.
(01:35:19) - Sarah Guo is the founder of Conviction, a venture firm focused on AI-native companies. She was previously a general partner at Greylock, where she led investments in companies like Figma, and is known for backing founders building across the AI stack—from infrastructure to applications.
(01:48:41) - 𝕏 Timeline Reactions
(01:55:39) - Casey Handmer is the co-founder and CEO of Terraform Industries, a company focused on producing low-cost synthetic fuels using renewable energy. A former physicist at NASA’s Jet Propulsion Laboratory, he writes extensively on energy, climate, and industrial systems, with an emphasis on scaling technologies that enable abundant clean energy.
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The Great Peptide Debate with Martin Shkreli & Max Marchione
24 maart 2026 · 33 min
This is our full interview with Martin Shkreli and Max Marchione, recorded live on TBPN. Lees meer
We discuss the sharp divide between biotech orthodoxy and the rising peptide movement, unpack the fight over whether compounds like BPC-157 are dangerous gray-market hype or promising under-researched tools with real-world patient impact, and debate whether the FDA should hold the line on traditional evidence standards or adapt to a world where off-label experimentation, compounding, and anecdotal outcomes are already forcing the issue.
TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays from 11–2 PT on X and YouTube, with full episodes posted to podcast platforms immediately after.
Described by The New York Times as “Silicon Valley’s newest obsession,” TBPN has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella.
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SpaceX’s Lunar Mass Driver, OpenAI Hires Meta’s Top Ad Exec, Zuck Builds CEO Agent | Diet TBPN
23 maart 2026 · 29 min
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. Lees meer
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.
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The Great Peptide Debate, SpaceX's Lunar Mass Driver, AI Coming for Zuck's Job | Martin Shkreli & Max Marchione, Mitchell Green, Shane Hegde, Dr. Adam Oskowitz, Robin Vince, David Senra
23 maart 2026 · 3 uur 3 min
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(01:22) - SpaceX's Lunar Mass Driver
(41:12) - 𝕏 Timeline Reactions
(54:37) - AI Coming for Zuck's Job
(58:17) - The Great Peptide Debate w/ Martin Shkreli & Max Marchione. Martin Shkreli, often referred to as the "Pharma Bro," is an American investor and former pharmaceutical executive known for his controversial decision to drastically increase the price of the life-saving drug Daraprim. In the conversation, Shkreli expresses skepticism about the growing popularity of peptides, attributing it to psychological factors like identity control and distrust of institutions. He emphasizes the importance of adhering to established pharmaceutical practices and regulatory frameworks to ensure drug safety and efficacy. Max Marchione is the co-founder of Superpower, a health optimization platform focused on proactive, data-driven care and longevity. He works at the intersection of consumer health, diagnostics, and software, building tools that give users deeper visibility into their biology and long-term health.
(01:31:35) - Mitchell Green, founder and managing partner of Lead Edge Capital, discusses the firm's recent closure of its $3.5 billion Fund 7, highlighting the strong interest from both existing and new limited partners. He emphasizes Lead Edge's unique approach, leveraging a diverse LP base of world-class executives and entrepreneurs to support portfolio companies through customer introductions, recruiting, and advisory roles. Green also addresses the resilience of the software industry, countering notions of a "SaaS apocalypse" by underscoring the enduring value and stickiness of enterprise software solutions.
(01:43:28) - Shane Hegde, co-founder and CEO of Air, a creative operations platform, discusses the company's recent initiatives, including a new ad campaign in The New York Times and their most significant product release to date. He emphasizes that while AI is a powerful tool, it cannot replace the deepl…
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Bezos' $100B AI Plan, Nvida Chip Smuggling, The Mansion Section | Diet TBPN
21 maart 2026 · 32 min
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. Lees meer
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.
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100 Billion Bezos, SMCI Fully Sends GPUs (To China), Reddit CEO Joins | R.F. Kenmore, Mitch Lee, Bucky Moore, Steve Huffman, Quaid Walker, Ankur Jain, Michael Kratsios
20 maart 2026 · 3 uur 16 min
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(01:13) - 100 Billion Bezos
(21:29) - 𝕏 Timeline Reactions
(26:13) - SMCI Fully Sends GPUs (To China)
(52:57) - WSJ Mansion Section
(01:04:09) - RF, a menswear industry veteran with over a decade of experience, discusses the resurgence of the Upper East Side in New York City, noting its renewed popularity among residents. He emphasizes the importance of community in the success of modern menswear brands and highlights Buck Mason's expansion as a prime example. Additionally, RF shares his appreciation for hotel bars, describing them as offering a more curated and elevated experience compared to regular bars.
(01:19:42) - Mitch Lee, co-founder and CEO of Arc Boat Company, discusses the company's mission to electrify the marine industry by developing high-performance electric boats that offer enhanced user experiences, such as reduced noise and instant torque. He highlights the advantages of electric boats, including lower operating costs, minimal maintenance, and environmental benefits, while noting that existing marina infrastructure is well-suited for charging these vessels. Additionally, Lee shares Arc's expansion into commercial and defense sectors, mentioning a $160 million deal to produce hybrid-electric tugboats, and emphasizes the company's commitment to modernizing maritime technology through electrification.
(01:30:10) - Bucky Moore, a Partner at Lightspeed Venture Partners, discusses the firm's recent $9 billion fund closure and its focus on AI investments, particularly in infrastructure and application layers. He highlights the challenges for new AI labs in reaching the frontier due to increased competition and resource requirements, emphasizing the importance of deep technical risk-taking and high-conviction bets. Moore also addresses the evolving dynamics between AI model providers and application developers, noting the necessity for application companies to establish defensible positions through un…
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Samsung’s $70B Chip Bet, Apple Doing Nothing But Winning AI, Bezos’ New Fund | Diet TBPN
19 maart 2026 · 31 min
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. Lees meer
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.
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Samsung Invests $70B in AI Chips, The Cubanator Joins, Apple's Do Nothing Win AI Strategy | Mark Cuban, John Kim, Eugen Alpeza, Ari Herbert-Voss, Alex Konrad, Carl Eschenbach & Pat Grady, Jim Cantrell, Tom Hulme
19 maart 2026 · 3 uur 20 min
Sign up for TBPN’s daily newsletter at TBPN.com Lees meer
(01:45) - Samsung Invests $70B in AI Chips
(09:15) - Composer 2 Available in Cursor
(17:49) - 𝕏 Timeline Reactions
(28:43) - Apple: Behind in AI, Ahead in Revenue
(40:23) - 𝕏 Timeline Reactions
(57:09) - Carl Eschenbach & Pat Grady. Carl Eschenbach, a seasoned technology executive with over 35 years of experience, has held leadership roles at VMware and Sequoia Capital before becoming co-CEO of Workday in December 2022 and sole CEO in February 2024. In his conversation, he discusses his return to Sequoia Capital, emphasizing the firm's unique position to navigate the massive technological disruptions, particularly in AI, and his personal mission to mentor and support founders during this transformative era. Pat Grady is a partner at Sequoia Capital focused on early- and growth-stage investments across software and consumer technology. He has led or supported investments in companies like Airbnb, Zoom, and DoorDash, and is known for his work with founders on scaling products and building enduring companies.
(01:29:44) - Jim Cantrell, an American entrepreneur and mechanical engineer, co-founded Phantom Space Corporation in 2019, aiming to revolutionize space transportation through mass production of rockets and satellites. He discusses his extensive experience in the automotive and aerospace industries, including his early involvement with SpaceX, where he accompanied Elon Musk to Russia to purchase rockets, an endeavor that ultimately led to the founding of SpaceX. Cantrell also highlights Phantom Space's development of the Daytona launch vehicle, designed to provide cost-effective and responsive launch services, and emphasizes the importance of vertical integration and mass manufacturing in reducing costs and increasing access to space.
(01:49:54) - Tom Hulme, Managing Partner and Head of Europe at GV (Google Ventures), discusses the firm's significant focus on AI investments, noting that 80-90% of their curre…
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FULL INTERVIEW: Mark Cuban on Robots, AI, Self-Driving, and Advice to Students
19 maart 2026 · 35 min
This is our full interview with Mark Cuban, recorded live on TBPN. Lees meer
We discuss why he believes AI agents are spawning a new wave of startups across every vertical despite most still struggling to find traction, unpack his contrarian take that humanoid robots will fail as the world instead redesigns environments around specialized machines, and debate how AI is reshaping everything from cold email and small business operations to Shark Tank, self-driving cars, and what the next generation of founders should actually be building.
TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays from 11–2 PT on X and YouTube, with full episodes posted to podcast platforms immediately after.
Described by The New York Times as “Silicon Valley’s newest obsession,” TBPN has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella.
Sign up for TBPN’s daily newsletter at TBPN.com
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Nvidia Restarts China Sales, Vibe Coding Backlash, Peptide Craze | Diet TBPN
18 maart 2026 · 30 min
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. Lees meer
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H200s in China, Apple Blocks Vibe Coding, Peptide Debates | Andy Fang, Matt Jayson, Dr. Cameron Sepah, Chris Gadek, Chris Hladczuk, Georgios Konstantopoulos, Matt Huang
18 maart 2026 · 3 uur 7 min
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(05:54) - H200s Are Going to China
(18:27) - 𝕏 Timeline Reactions
(27:33) - Apple Cracks Down on Vibe Coding Apps
(37:36) - Peptide Debate
(46:17) - 𝕏 Timeline Reactions
(54:50) - Private Credit Meets the AI Shift
(01:05:44) - Andy Fang, co-founder and head of consumer engineering at DoorDash, discusses the company's recent acquisition of Metis, an applied AI research lab, to enhance AI integration into their services. He highlights the potential of AI to improve customer experiences by addressing decision paralysis through agentic commerce, and to assist restaurants in optimizing operations, such as pricing and promotions. Fang also emphasizes the importance of creating seamless, beneficial AI-driven experiences without overtly branding them as AI features.
(01:25:05) - Matt Jayson, founder and CEO of Multiply, discusses his company's innovative approach as the first hybrid AI media agency, combining AI agents with human expertise to create self-learning ads that adapt based on customer feedback. He highlights their recent emergence from stealth mode with a $9.5 million funding round and emphasizes the need for modernized advertising strategies in the B2B sector, noting that traditional ads become stale quickly. By integrating AI with human media buying, Multiply aims to revolutionize advertising effectiveness and efficiency.
(01:34:12) - Dr. Cameron Sepah, a licensed clinical psychologist and former assistant clinical professor of psychiatry at UCSF School of Medicine, is the founder and CEO of Maximus, a company specializing in men's health and hormone optimization. In the conversation, he discusses the concept of performance medicine, emphasizing the use of FDA-approved treatments like testosterone, GLP-1 agonists, and growth hormone peptides to enhance health and performance. Dr. Sepah also highlights the importance of personalized medicine, advocating for tailored protocols that address individual healt…
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OpenAI Ends Side Quests, SF Housing Market is Back, Kalshi’s $1B Prize | Diet TBPN
18 maart 2026 · 31 min
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. Lees meer
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AI Side Quests, Zaslav's Payday, SF Housing Market is Back | Shyam Sankar, Gili Raanan, Anna Patterson, Jake Loosararian, carried_no_interest
17 maart 2026 · 2 uur 53 min
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(02:22) - AI Side Quests
(18:42) - 𝕏 Timeline Reactions
(41:12) - Jensen Huang on Going to Space
(44:38) - Zaslav's Payday
(48:21) - Carried No, an anonymous X user known for his distinctive profile picture, discusses the unfolding crisis in software private equity and private credit markets, highlighting the unsustainable financing structures that have led to a looming debt repayment cliff in 2028-2029. He emphasizes the role of AI disruption in accelerating these challenges, as enterprise customers shift to shorter contract terms due to technological uncertainties, thereby undermining the traditional stability of software investments. Carried No also critiques the slow adoption of AI strategies within private equity firms, suggesting that without integrating AI expertise into their operations, these firms risk obsolescence in an increasingly competitive landscape.
(01:17:04) - 𝕏 Timeline Reactions
(01:19:38) - SF Housing Market is Back
(01:23:49) - 𝕏 Timeline Reactions
(01:30:56) - Shyam Sankar, Chief Technology Officer and Executive Vice President of Palantir Technologies, has been instrumental in transforming the company from a startup to a global leader in software and AI solutions. In the conversation, he discusses the urgent need to revitalize the American industrial base to enhance national defense capabilities, emphasizing the role of AI in empowering workers and streamlining manufacturing processes. Sankar also highlights the importance of fostering a culture of innovation and agency among individuals to drive meaningful change in the defense sector.
(01:58:03) - 𝕏 Timeline Reactions
(02:00:18) - Gili Raanan, founder of Cyberstarts and a prominent cybersecurity investor, discusses the rapid acceleration of technological advancements, noting that while the last technological doubling took 170 years, the next is expected within 25 years, leading to unprecedented changes. He emphasizes the need for p…
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AI vs. Dog Cancer, Timothée Chalamet Under Fire, ‘Agents Over Bubbles' | Diet TBPN
17 maart 2026 · 33 min
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AI vs. Dog Cancer, Oscars Reactions, How to Lose the AI Arms Race | Kevin Espiritu, Paul Conyngham, Tony Zhao, Drew Oetting, Carina Hong, Cameron Fink, Debra Birnbaum
16 maart 2026 · 3 uur 16 min
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(05:56) - AI vs Dog Cancer
(20:45) - 𝕏 Timeline Reactions
(40:20) - Stratechery: "Agents Over Bubbles"
(01:01:08) - 𝕏 Timeline Reactions
(01:06:35) - How to Lose the AI Arms Race
(01:14:28) - 𝕏 Timeline Reactions
(01:22:54) - Oscars Reactions
(01:31:04) - Kevin Espiritu, founder and CEO of Epic Gardening, is a self-taught gardener who has built the world's most-followed gardening brand, offering educational content across multiple platforms and selling curated gardening products. In the conversation, he discusses breeding rare Costa Rican tree frogs, his journey from creating content to developing products, and the challenges of scaling his business, including hiring a president to manage operations.
(01:57:34) - Paul Conyngham, an Australian tech entrepreneur and AI consultant, discusses his journey in developing a personalized mRNA vaccine to treat his dog Rosie's cancer. After traditional treatments failed, he utilized AI tools like ChatGPT and AlphaFold to analyze Rosie's DNA, identify mutations, and design a vaccine construct. Collaborating with researchers, he navigated ethical approvals and manufacturing challenges, ultimately administering the vaccine, which led to a significant reduction in Rosie's tumor size.
(02:13:20) - 𝕏 Timeline Reactions
(02:21:11) - Tony Zhao, CEO of Sunday Robotics, discusses the company's shift from demos to real-world deployments, focusing on household tasks like laundry and cleaning. He highlights their innovative data collection method using gloves that mirror the robot's hand movements, enabling diverse and high-quality data collection from users' homes. Additionally, Zhao mentions their recent $165 million Series B funding, emphasizing their commitment to advancing physical intelligence and expanding into various environments beyond homes.
(02:30:54) - Drew Oetting, a founding partner at 8VC, focuses on investments across various stages and sectors, including vertica…
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Tall Poppy Syndrome, Bytedance Gets Blackwell Chips, WSJ Mansion Section | Diet TBPN
14 maart 2026 · 31 min
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. Lees meer
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Travis Kalanick Joins, Spotify CEO, Nikesh from Palo Alto Networks, xAI Rebuild, Apple Faces Slop Allegations
14 maart 2026 · 3 uur 13 min
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Uber Founder Travis Kalanick is Back with a New AI Startup
13 maart 2026 · 59 min
This is our full interview with Travis Kalanick, recorded live on TBPN. Lees meer
We discuss why he kept City Storage Systems in stealth for nearly eight years before reemerging as Atoms, unpack how his bet on real estate, robotics, autonomous delivery, and industrial infrastructure is designed to bring the economics of prepared food closer to grocery-store prices, and debate what the next era of physical AI could look like from mining and transport to specialized robotics, capital wars, and a future where human labor becomes the critical bottleneck in an increasingly automated world.
TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays from 11–2 PT on X and YouTube, with full episodes posted to podcast platforms immediately after.
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FULL INTERVIEW: Alex Karp on AI, Job Loss, and the Future of Work
12 maart 2026 · 28 min
This is our full interview with Alex Karp, recorded live on TBPN. Lees meer
We discuss why AI could eliminate large numbers of white-collar jobs and trigger political backlash against the tech industry, unpack how Palantir’s hybrid model of software, deployment teams, and institutional knowledge allows companies to transform operations in months rather than years, and debate what the United States must do to stay competitive in the AI era from rebuilding domestic manufacturing and expanding vocational education to preparing for a world where AI development shapes geopolitics, national security, and the future of work.
TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays from 11–2 PT on X and YouTube, with full episodes posted to podcast platforms immediately after.
Described by The New York Times as “Silicon Valley’s newest obsession,” TBPN has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella.
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Dr. Alex Karp LIVE from AIPCon | Alex Karp, Dan Ives, Eric Brock, Casey Lane, Ted Mabrey
12 maart 2026 · 1 uur 22 min
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(01:21) - Dan Ives is a prominent American technology analyst and Managing Director at Wedbush Securities. He is widely known for his coverage of major tech companies, particularly Apple, Tesla, and Microsoft. Ives frequently appears in financial media, offering commentary on the tech sector, market trends, and emerging technologies like artificial intelligence. Over the years, he has built a reputation for being one of Wall Street’s most visible and outspoken tech analysts.
(11:03) - Eric Brock is an American business executive and technology entrepreneur best known as the Chairman and CEO of Ondas Holdings. Under his leadership, the company has focused on developing private wireless networks and autonomous drone technologies used in sectors such as defense, rail, and industrial infrastructure.
(18:07) - Casey Lane is a business executive who serves as the Chief Executive Officer of Teton Ridge. Teton Ridge focuses on producing and promoting Western lifestyle content, including rodeo and equestrian sports, media production, and live events that celebrate Western culture.
(32:07) - Ted Mabrey is a technology executive and entrepreneur who serves as the Global Head of Commercial at Palantir Technologies. In this role, he oversees the company’s commercial business, helping private-sector organizations adopt Palantir’s data analytics and artificial intelligence platforms.
(54:18) - Alex Karp is an American businessman and entrepreneur best known as the co-founder and Chief Executive Officer of Palantir Technologies. He helped found the company in 2003 alongside figures including Peter Thiel to build software that helps governments and organizations analyze large, complex datasets.
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Oracle Rips, Larry Ellison's 1997 Vanity Fair Article, Global Fertilizer Crisis | Diet TBPN
12 maart 2026 · 30 min
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. Lees meer
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Oracle Rips, Ellison's Tech-First Vision, Fertilizer Crisis | Apoorv Agrawal, Owen Jennings, Amjad Masad, Shardul Shah, Mike Blue, Brian Taylor, Ivan Soto-Wright
11 maart 2026 · 2 uur 46 min
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(01:44) - Oracle Rips
(12:36) - 𝕏 Timeline Reactions
(15:32) - Larry Was the Anti-Bill Gates
(25:41) - Ellison's Tech-First Vision
(37:53) - Fertilizer Crisis
(39:03) - 𝕏 Timeline Reactions
(56:22) - Apoorv Agrawal, a Partner at Altimeter Capital, leads investments in AI and software, including companies like OpenAI and Glean. In the conversation, he discusses the winner-take-most dynamics in consumer AI markets, highlighting ChatGPT's rapid growth and the challenges new entrants face in breaking into the top ranks. He also emphasizes the importance of durability in AI applications, noting that ChatGPT exhibits strong user retention and habit formation, akin to platforms like Chrome and WhatsApp.
(01:26:08) - Owen Jennings, Block's Business Lead, discusses his 12-year tenure at the company, highlighting his transition from Square to Cash App, where he contributed to its rapid growth and eventual functionalization. He elaborates on the company's strategic shift towards integrating seller and consumer sides, emphasizing the role of AI tools in enhancing productivity and reshaping organizational structures. Jennings also addresses the balance between leveraging AI for efficiency and maintaining system reliability, underscoring the importance of human oversight in critical areas.
(01:42:30) - 𝕏 Timeline Reactions
(01:56:29) - Amjad Masad, a Jordanian-American entrepreneur and software engineer, is the founder and CEO of Replit, an online integrated development environment (IDE) aimed at making programming accessible to everyone. In the conversation, he discusses the launch of Agent 4, the latest iteration of Replit's AI-powered coding assistant, which introduces a canvas feature to enhance creativity and collaboration. He also announces that Replit has raised $400 million in funding, elevating the company's valuation to $9 billion.
(02:11:35) - Shardul Shah, a partner at Index Ventures, discusses his decade-lon…
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Thinking Machines X Nvidia, Meta Acquires Moltbook, BYD Mulls F1 | Diet TBPN
11 maart 2026 · 31 min
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. Lees meer
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Nvidia Invests in Thinking Machines, Meta Acquires Moltbook, BYD F1 | Olivia Moore, David Paffenholz, Adam Goldstein, Max Junestrand, Allan McLennan, Jagdeep Singh, Scott Hickle
10 maart 2026 · 2 uur 58 min
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(01:04) - It's a Gongworthy Day
(06:53) - 𝕏 Timeline Reactions
(18:54) - BYD F1
(26:34) - Nvidia Invests in Thinking Machines
(31:04) - 𝕏 Timeline Reactions
(32:35) - Meta Acquires Moltbook
(41:32) - 𝕏 Timeline Reactions
(58:29) - Gulf Data Centers: A Bad Idea?
(01:02:14) - 𝕏 Timeline Reactions
(01:10:25) - Olivia Moore, a partner at Andreessen Horowitz, discusses the firm's bi-annual report on the top 100 generative AI consumer apps, highlighting the rise of AI agents like Genspark and Manus, and the evolving competition among ChatGPT, Claude, and Gemini. She emphasizes the importance of understanding mainstream AI adoption beyond the tech community, noting the need to adapt data collection methods to capture desktop product usage and consumer payment behaviors. Moore also addresses the challenges faced by standalone image generators due to advancements in integrated AI features within platforms like ChatGPT and Gemini.
(01:33:47) - David Paffenholz, co-founder and CEO of Juicebox, an AI-powered recruiting platform, announced the company's $80 million Series B funding, valuing it at $800 million. He highlighted Juicebox's growth from four to 40 employees, tripling annual recurring revenue, and expanding its client base to over 5,000 companies, including large enterprises like defense contractors and financial institutions. Paffenholz emphasized the shift towards outbound recruiting due to increased AI-generated application spam and discussed Juicebox's business model, which offers per-seat licenses and per-job agents to streamline talent sourcing.
(01:42:55) - Adam Goldstein, founder and CEO of Archer Aviation, discusses his transition from the software industry to aviation, driven by a desire to create impactful and enjoyable technology. He explains the development of electric vertical takeoff and landing (eVTOL) aircraft, emphasizing their safety, efficiency, and potential to revolutionize urban transpo…
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FULL INTERVIEW: Alex Epstein on The Oil Market’s Biggest Geopolitical Threat
10 maart 2026 · 30 min
This is our full interview with Alex Epstein, recorded live on TBPN. Lees meer
We discuss how the Iran conflict and the threat to the Strait of Hormuz could send shockwaves through global oil markets, unpack why roughly 20% of the world’s oil flows through a single chokepoint with no real replacement routes, and debate what governments can actually do in a crisis from strategic petroleum reserves and Saudi spare capacity to scrapping the Jones Act and deepening energy ties with Canada to stabilize the global economy.
TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays from 11–2 PT on X and YouTube, with full episodes posted to podcast platforms immediately after.
Described by The New York Times as “Silicon Valley’s newest obsession,” TBPN has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella.
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Oil Market Turbulence, Sundar's New Comp Package, TBPN Weather Report | Diet TBPN
9 maart 2026 · 31 min
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. Lees meer
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.
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History’s Largest Oil Disruption, Oil & AI, Sundar's New Pay Deal | Alex Epstein, Dr. Alex Wissner-Gross, Charles Lamanna, Julien Bek, Eoghan McCabe, Michelle Volz
9 maart 2026 · 3 uur 10 min
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(02:43) - Ships in Gulf Declare Themselves Chinese to Dodge Attack
(04:32) - Largest Oil Disruption in History Reactions
(16:18) - Oil & AI
(41:22) - Sundar's New Pay Deal
(50:12) - Four Loko For Sale
(01:02:01) - Dr. Alex Wissner-Gross, co-founder of Eon Systems, discusses the company's recent achievement in creating the first multi-behavior upload of a fruit fly brain, marking a significant advancement in whole-brain emulation. He explains how Eon integrated existing research, including the FlyWire connectome and NeuroMechFly simulation, to emulate the fruit fly's neural activity and motor functions, resulting in naturalistic behaviors like walking and grooming in a virtual environment. Dr. Alex emphasizes the potential of this work to pave the way for future emulations of more complex brains, such as those of mice and humans, aiming to enable human and non-human minds to operate in the cloud.
(01:21:47) - Charles Lamanna, President of Business & Industry Copilot at Microsoft, leads the development of intelligent business applications and low-code platforms with generative AI. In his recent discussion, he introduced Copilot Cowork, an AI assistant that automates tasks across Microsoft 365 apps, integrating Anthropic's Claude model to enhance functionality. He also highlighted the upcoming Microsoft 365 E7 suite, which combines Copilot, Agent 365, and advanced security features to provide a comprehensive AI-powered productivity solution.
(01:36:33) - 𝕏 Timeline Reactions
(01:40:59) - Julien Bek, a partner at Sequoia Capital based in London, began his entrepreneurial journey in high school, building hardware companies before transitioning to software investments. In the conversation, he discusses the impact of AI on software businesses, emphasizing the shift from selling tools to delivering outcomes, and highlights the importance of combining AI's intelligence with human judgment to create defensible, service…
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OpenAI drops GPT-5.4, Iran War fallout, The Mansion Section | Diet TBPN
7 maart 2026 · 31 min
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. Lees meer
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.
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GPT-5.4 Reviews, Oil Spikes, Anthropic's TGIF | Doug DeMuro, Vincenzo Landino, Max Hodak
6 maart 2026 · 3 uur 4 min
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(00:57) - GPT-5.4 Reviews
(19:52) - February Jobs Report
(23:17) - Iran Conflict Reshaping Global Capital Flows
(29:49) - 𝕏 Timeline Reactions
(34:14) - U.S. Nationalization: A Short History
(52:30) - Dario Apologizes for Leaked Memo
(58:45) - WSJ Mansion Section
(01:23:32) - Vacheron: Culture Over Volume
(01:31:10) - 𝕏 Timeline Reactions
(01:41:12) - Vincenzo Landino is an entrepreneur, speaker, and host of the Brand Boost Podcast, as well as the co-founder and Creative Director of Aftermarq, a video strategy consultancy specializing in brand storytelling through video and live streaming. He discusses Apple's strategic partnership with Formula 1, highlighting how Apple leverages its extensive ecosystem—including devices like iPhones, iPads, and services such as Apple TV—to enhance the F1 fan experience. Landino also explores the integration of F1 content across Apple's platforms, such as detailed circuit maps in Apple Maps and driver-curated playlists on Apple Music, emphasizing the company's innovative approach to engaging both existing fans and newcomers to the sport.
(02:01:30) - Doug DeMuro, an American automotive YouTuber and entrepreneur, is renowned for his in-depth car reviews and as the founder of the online auction platform Cars & Bids. In the conversation, DeMuro discusses Ferrari's upcoming electric vehicle, expressing skepticism about its design and performance, and highlighting the challenges of electric sports cars in the current market.
(02:40:21) - Max Hodak, a biomedical engineer and entrepreneur, co-founded Neuralink with Elon Musk in 2016 and served as its president until his departure in 2021. He then founded Science Corp., focusing on developing brain-computer interfaces to restore vision. In the conversation, Hodak discusses the company's retinal prosthesis, a chip implanted in the eye that, in clinical trials, enabled patients with age-related macular degeneration to regain the abi…
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Daniel Gross’ AGI predictions, SpaceX IPO news, Trump takes control of US chip exports | Diet TBPN
6 maart 2026 · 30 min
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. Lees meer
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.
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Daniel Gross’s AGI Trades, SpaceX’s $1.75T IPO, Google Silences Sweeney | Mark Gurman, Dan Primack, Cameron McCord, Max Haot, Christian Howell
5 maart 2026 · 3 uur 6 min
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(01:30) - Daniel Gross's AGI Trades
(47:18) - 𝕏 Timeline Reactions
(01:03:45) - SpaceX 1.75T IPO
(01:14:36) - 𝕏 Timeline Reactions
(01:20:05) - Mark Gurman, a technology journalist at Bloomberg known for his accurate Apple product predictions, discusses Apple's recent product launches, including the iPhone 17e, iPad Air M4, MacBook Pro with M5 Pro and M5 Max chips, and the MacBook Neo. He highlights the strategic timing of these releases to meet pent-up demand and boost Apple's quarterly performance, noting the MacBook Neo's potential to disrupt the budget laptop market with its $600 price point. Gurman also touches on Apple's AI strategy, mentioning delays in the Gemini-powered Siri rollout and the company's cautious approach to AI hardware, emphasizing the challenges of entering the hardware market and the importance of privacy considerations.
(01:44:56) - Dan Primack, business editor at Axios and author of the daily Axios Pro Rata newsletter, discusses the current state of the venture capital (VC) industry, noting that median returns have fallen below major stock indices over the past 25 years, with top-tier funds performing well but a significant influx of capital leading to mediocre returns for many. He highlights the blurring lines within VC, as investments range from early-stage startups to massive funding rounds for established companies, and points out that the traditional reasons for companies to go public—raising capital and providing liquidity—are now often addressed through private markets and secondary transactions, leading many firms to delay or avoid IPOs. Additionally, Primack observes that while some limited partners are reducing their exposure to VC, new sources of capital, including defined contribution plans, are entering the market, potentially exacerbating the disparity between top-performing funds and the rest.
(02:13:33) - Max Haot, CEO of Vast, discusses his transition from internet en…