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Full Interview: Moltbook Creator’s First Appearance Since Launch
3 februari 2026 · 24 min
This is our full interview with Moltbook creator Matt Schlicht, recorded live on TBPN. Lees meer
We discuss the first social network for AI agents, its rapid virality, and the future of Moltbook.
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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Moltbook goes viral, $100B OpenAI-Nvidia deal stalled, SpaceX merges with xAI | Diet TBPN
3 februari 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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https://www.youtube.com/@TBPNLive
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Moltbook Reactions, Nvidia OpenAI Deal, Codex App Launch, The Files | Matt Schlicht, Alex Blania, Nik, David Placek, Thibault Sottiaux, Christopher O'Donnell, Jim Siders, Chris Black
3 februari 2026 · 3 uur 32 min
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(00:43) - Moltbook Reactions
(28:35) - Matt Schlicht, founder and CEO of Octane AI, is an AI and chatbot expert recognized as a Forbes 30 Under 30 honoree. In the conversation, he discusses his journey in the tech industry, including his work at Ustream and the development of Moltbook, a social network for AI agents. He elaborates on the rapid growth of Moltbook, the concept of AI agents interacting autonomously, and the future potential of AI-driven social platforms.
(01:05:51) - Nvidia OpenAI Deal
(01:20:55) - Alex Blania, co-founder of Tools for Humanity, the company behind Worldcoin, discusses the necessity of establishing proof of human identity at internet scale to prevent AI-driven interactions from undermining authentic human connections online. He highlights the challenges posed by AI-generated content and bots, emphasizing the importance of uniqueness in user accounts to maintain the integrity of social platforms. Blania also touches on the potential for AI to facilitate scams, such as deepfake calls targeting vulnerable individuals, underscoring the need for robust verification systems.
(01:36:02) - Nik 6ocqltb, an AI enthusiast since 2021, discusses his early adoption of OpenAI's technologies, including GPT-3 and DALL·E, and his experiences curating AI-generated art on Instagram, which led to a significant following before facing issues with OpenAI. He shares his perspectives on the rapid development of AI, expressing optimism about achieving AGI by 2029-2030, and critiques the commercialization strategies of companies like OpenAI, highlighting concerns about user growth and the introduction of ads in ChatGPT. Additionally, Nik reflects on his anonymous online presence, emphasizing his desire to explore and discuss AI developments freely, and mentions upcoming plans to engage more deeply with the AI community, including attending Nvidia's GTC as a creator.
(01:58:02) - David Placek, founder and presi…
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FULL INTERVIEW: Tyler Cowen on Kevin Warsh, Clawdbot, precious metals, and AI & unemployment
31 januari 2026 · 27 min
This is our full interview with Tyler Cowen, recorded live on TBPN. Lees meer
We discuss Kevin Warsh and the Federal Reserve, volatility in precious metals and gold, AI-driven unemployment, Clawdbot, and the broader societal impacts of AI.
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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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.comPhantom - 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.ioShopify - https://shopify.com
Turbopuffer - https://turbopuffer.com
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https://www.youtube.com/@TBPNLive
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Kevin Warsh as Fed Chair, Google targets Chinese Cyber Weapon, WSJ Mansion Section | Diet TBPN
31 januari 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.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.comPhantom - 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.ioShopify - 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.html
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https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235
https://www.youtube.com/@TBPNLive
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Who is Kevin Warsh?, Yahoo CEO Live in the Ultradome, WSJ House of the Year | Jim Lanzone, Tyler Cowen, Jason Lemkin, Alex Roy, Bobby Fijan
30 januari 2026 · 3 uur 15 min
Sign up for TBPN’s daily newsletter at TBPN.com Lees meer
(01:42) - Who is Kevin Warsh?
(31:57) - 𝕏 Timeline Reactions
(40:34) - Google Targets Chinese "Cyber Weapon"
(47:48) - WSJ Mansion Section
(01:03:08) - Jim Lanzone, CEO of Yahoo, has a rich background in technology and media, including leadership roles at Tinder and CBS Interactive. In his discussion, he reflects on his journey as a "turnaround guy," detailing his experiences revitalizing companies like Ask Jeeves and CBS Interactive. He emphasizes the importance of starting with substantial traffic and improving products, teams, and focus areas to achieve successful turnarounds.
(01:36:39) - Tyler Cowen, an American economist and professor at George Mason University, is renowned for his work in cultural economics and his influential blog, Marginal Revolution. In the conversation, he discusses the appointment of Kevin Warsh as Federal Reserve Chair, expressing cautious optimism about Warsh's political acumen and potential independence from President Trump. Cowen also addresses the surge in precious metals, attributing it to investors' search for safe havens amid global uncertainty, and emphasizes the importance of the Federal Reserve's vigilance regarding AI's impact on the financial system and employment.
(02:04:08) - Jason M. Lemkin is a SaaS investor, founder, and operator best known for founding SaaStr, the largest global community for SaaS founders and executives. He previously founded EchoSign, which was acquired by Adobe, and now focuses on early- and growth-stage SaaS companies through SaaStr Fund while hosting SaaStr Annual, one of the industry’s flagship conferences.
(02:45:57) - Alex Roy, an American writer and rally race driver known for setting endurance driving records, discusses his team's recent achievement of completing the first Tesla Full Self-Driving (FSD) Cannonball Run across the United States with zero interventions. The journey, spanning 3,081 miles from Los Angeles to New York, took 58…
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Full Interview: Eric Seufert on AI and Advertising
30 januari 2026 · 37 min
This is our full interview with Eric Seufert, analyst at Heracles Media, recorded live on TBPN. Lees meer
We discuss Apple’s AI and privacy tradeoffs, Meta’s AI-powered ad rebound, and how Google is monetizing Gemini at scale.
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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AppLovin - https://axon.ai
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Console - https://console.com
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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.comPhantom - 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.ioShopify - https://shopify.com
Turbopuffer - https://turbopuffer.com
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https://www.youtube.com/@TBPNLive
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Full Interview: Bloomberg’s Mark Gurman on Apple’s AI Stack, Anthropic, and the Future of Siri
30 januari 2026 · 53 min
This is our full interview with Bloomberg’s Managing Editor, Mark Gurman, recorded live on TBPN. Lees meer
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.
TBPN.com is made possible by:
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AppLovin - https://axon.ai
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Console - https://console.com
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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
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Cisco - https://www.ciscoaisummit.com/ai-virtual-summit.htmlFollow TBPN:
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https://www.youtube.com/@TBPNLive -
Big Tech Earnings, Elon’s SpaceX–xAI Merge, Genie 3 | Diet TBPN
30 januari 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.
TBPN.com is made possible by:
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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.comPhantom - 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.ioShopify - https://shopify.com
Turbopuffer - https://turbopuffer.com
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Vibe - https://vibe.co
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https://www.youtube.com/@TBPNLive
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Microsoft, Meta, & Tesla Earnings, Google DeepMind's Project Genie, SpaceX & xAI Merger | Anton Osika, Christian Garrett & Delian Asparouhov, Eric Seufert, Kevin Weil, Mehul Nariyawala
29 januari 2026 · 3 uur 15 min
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(02:23) - Apple Acquires Audio AI Startup Q.AI
(12:05) - Microsoft, Meta, and Tesla Earnings
(25:37) - 𝕏 Timeline Reactions
(36:27) - SpaceX & xAI Merger
(41:02) - 𝕏 Timeline Reactions
(54:23) - Google DeepMind's Project Genie
(01:06:51) - Chrome Debuts "Agentic Browsing"
(01:10:41) - TikTok Uninstalls Surge 150%
(01:15:21) - Anton Osika, co-founder and CEO of Lovable, an AI-powered platform enabling users to build applications through natural language prompts, discusses the company's rapid growth, including reaching 300 million annual recurring revenue (ARR) within two months. He highlights how Lovable empowers non-technical users to create and deploy software solutions, citing examples like a restaurant owner developing an AI phone-answering system and a pet owner generating AI-crafted dog portraits for sale. Osika emphasizes the platform's focus on simplicity and security, aiming to democratize software development and unlock human creativity.
(01:44:48) - Christian Garrett & Delian Asparouhov is a venture capitalist and co-founder of The Hill & Valley Forum, a bipartisan community bridging Silicon Valley and Washington, D.C., to address national security challenges through technology. In the transcript, he discusses the upcoming third annual Daytime Forum, emphasizing its focus on strengthening ties between the technology sector and government, expanding into industries like biotechnology, and increasing international participation to foster collaboration with U.S. allies. He also highlights the forum's evolution into a platform for developing and endorsing joint policies that align public and private sector incentives for national benefit.
(02:00:03) - Eric Seufert is a mobile growth strategist and analyst best known for his writing on advertising, user acquisition, and platform economics. He runs Mobile Dev Memo, a widely read industry blog, is the author of Freemium Economics, and previously led user…
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Netflix vs Youtube, Saudi Arabia’s liquidity crunch, Tether’s gold pivot | Diet TBPN
29 januari 2026 · 33 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.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.comPhantom - 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.ioShopify - 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.html
Follow TBPN:
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https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235
https://www.youtube.com/@TBPNLive
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Netflix & AI Slop, Saudi Liquidity Crunch, Clawdbot Reactions | Mark Gurman, Miles Brundage, Aidan Smith & Asher Spector, Alex Dhillon, Mitchell Angove, Gabriel Stengel, Sierra Peterson
29 januari 2026 · 3 uur 32 min
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(00:20) - Netflix & AI Slop
(18:10) - Saudi Liquidity Crunch
(30:36) - 𝕏 Timeline Reactions
(33:55) - Clawdbot Timeline Reactions
(01:02:13) - Mark Gurman is a technology journalist and Apple analyst best known for his reporting on Apple’s products, strategy, and internal decision-making. He is the author of Bloomberg’s Power On newsletter, where he consistently breaks news on iPhone, Mac, Vision Pro, and Apple’s executive and product roadmap—often months or years ahead of official announcements.
(01:55:41) - Miles Brundage, Executive Director of the AI Verification and Evaluation Research Institute (AVERI), discusses the critical need for independent auditing of AI systems to ensure their safety and security, drawing parallels to established practices in other industries. He outlines four key risk categories: unintended system behaviors, misuse of AI systems, emergent social phenomena, and traditional security issues, emphasizing the importance of rigorous third-party evaluations to address these challenges. Brundage also highlights AVERI's role as a nonprofit think tank dedicated to developing standards and fostering collaboration among stakeholders to build a robust AI auditing industry.
(02:12:19) - 𝕏 Timeline Reactions
(02:31:08) - Aidan Smith & Asher Spector, co-founders of Flapping Airplanes, an AI lab focused on data efficiency, discusses their goal of training human-level intelligent models without consuming vast amounts of data. They emphasize the importance of creating data-efficient AI systems to facilitate easier integration into the economy and to address challenges in data-constrained fields like robotics and scientific discovery. Smith also highlights the lab's commitment to foundational research before commercialization, aiming to solve significant problems in AI data efficiency.
(02:42:48) - Alex Dhillon, founder and CEO of Outtake, a cybersecurity startup, discusses the company's recent $40…
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Full Interview: Clawdbot’s Peter Steinberger Makes First Public Appearance Since Launch
28 januari 2026 · 37 min
This is our full interview with Peter Steinberger, his first public appearance since launching Clawdbot, recorded live on TBPN. Lees meer
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.
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.comPhantom - 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.ioShopify - 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.html
Follow TBPN:
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https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235
https://www.youtube.com/@TBPNLive
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Clawdbot’s name change, Meta’s new pricing plan, Tyler’s 21st birthday | Diet TBPN
28 januari 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.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.comPhantom - 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.ioShopify - 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.html
Follow TBPN:
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https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235
https://www.youtube.com/@TBPNLive
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Clawdbot Creator Peter Steinberger Joins, Meta's Premium Subscription Plans | Jamie Cuffe, Ben Lerer, Lucas Atkins, Bridgit Mendler, Jeff Miller, Aaron Frank
28 januari 2026 · 3 uur 50 min
Sign up for TBPN’s daily newsletter at TBPN.com Lees meer
(03:37) - Clawdbot Rebrands to Moltbot
(45:55) - Meta Announces $6B Corning Deal
(48:45) - Meta To Test Premium Subscription Plans
(56:29) - Ramp's New Super Bowl Ad
(59:20) - Timeline Reactions
(01:14:30) - Jamie Cuffe, founder and CEO of Pace, an AI operations partner for leading insurers, announced the company's $10 million Series A funding led by Sequoia Capital. He discussed Pace's role in automating back-office operations for major insurers like Prudential and The Mutual Group, focusing on tasks such as new business intake, policy servicing, and claims processing. Cuffe highlighted the company's approach of converting standard operating procedures into natural language instructions for AI agents, enabling efficient and scalable automation of complex insurance workflows.
(01:28:57) - Ben Lerer, a native New Yorker, is the co-founder and managing partner of Lerer Hippeau Ventures, an early-stage venture capital firm, and the founder of Thrillist, a digital media company. In the conversation, he reflects on his journey from launching Thrillist during New York's nascent tech scene to navigating the challenges of scaling a media business amid evolving digital landscapes. He emphasizes the importance of staying true to one's passion, the pitfalls of overextending in pursuit of growth, and the value of building niche, community-focused media ventures.
(01:58:58) - Lucas Atkins, Chief Technology Officer at Arcee AI, discusses the company's transition from customizing enterprise language models to developing their own, including the release of a 400-billion-parameter model. He highlights the shift in defining "small" language models, now considered to be under 50 billion parameters, and emphasizes the importance of task-driven reinforcement learning in enhancing model performance. Atkins also addresses the competitive landscape, noting the scarcity of U.S.-based open-source models and the need for sovereign AI so…
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AI's Napster era, Alex Honnold, ChatGPT Ads | Diet TBPN
27 januari 2026 · 31 min
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Clawd Maxxing, ChatGPT Ads Breakdown, China's Top General Accused of Treason | George Kurtz, Joseph Lubin, Kurt Terrani, Christian Keil, Lan Xuezhao, Victor Riparbelli
26 januari 2026 · 2 uur 58 min
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(00:30) - Clawdbot: AI Enters the Napster Era
(31:55) - Timeline Reactions
(45:35) - George Kurtz, co-founder and CEO of CrowdStrike, is a prominent figure in cybersecurity and an accomplished endurance racer. In the conversation, he discusses his recent victory at the 24 Hours of Daytona, highlighting the team's perseverance after a challenging start, the strategic approach to endurance racing, and the personal fulfillment he derives from the sport. Kurtz also touches on the importance of physical and mental preparation for such demanding events and shares insights into his journey from cybersecurity entrepreneur to competitive racing driver.
(01:01:15) - ChatGPT Ads Breakdown
(01:15:00) - Timeline Reactions
(01:37:43) - Joseph Lubin, a Canadian-American entrepreneur and technologist, co-founded Ethereum and founded ConsenSys, a blockchain venture studio. In the conversation, he discusses the end of a financial super cycle, the potential of decentralized technologies like Ethereum to reshape the global economy, and the importance of integrating traditional finance with decentralized finance to foster innovation and growth.
(02:03:22) - Kurt Terrani, CEO of Standard Nuclear, discusses his company's role in producing advanced nuclear fuels, particularly TRISO fuel, essential for the operation of emerging advanced reactors. He highlights the critical need for a reliable fuel supply to meet the growing energy demands across sectors like defense, space exploration, and AI, emphasizing that reactors cannot function without proper fuel. Terrani also notes the company's strategic location in Oak Ridge, Tennessee, which provides access to a skilled workforce and necessary infrastructure for nuclear fuel fabrication.
(02:15:14) - Christian Keil, formerly Vice President of External Relations at Astranis, has transitioned to a new role at Andreessen Horowitz. In his recent conversation, he reflects on his journey from Mi…
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China’s acquisition spree, TikTok reaches U.S survival deal, Tech Giants hit by spying | Diet TBPN
24 januari 2026 · 31 min
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China's Acquisition Spree, TikTok's Survival Deal, Intel Slips | Tuhin Srivastava, Bryce Strauss, Max Spero, Russ d'Sa
23 januari 2026 · 2 uur 46 min
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(02:08) - What China Actually Imports from the West
(11:58) - Sony and TCL Form Alliance
(17:08) - 𝕏 Timeline Reactions
(21:19) - TikTok Deal
(31:41) - Tech Giants Hit by Spying
(34:36) - 𝕏 Timeline Reactions
(43:02) - Google and Epic Games Settle
(46:21) - Crypto Prepares for Quantum Threats
(49:20) - 𝕏 Timeline Reactions
(01:00:34) - Tuhin Srivastava is the CEO and co-founder of Baseten, an AI inference company that has experienced significant growth, raising $150 million at a $2.15 billion valuation. He discusses the rapid adoption of AI models by enterprises, emphasizing the importance of infrastructure to support scalable and efficient AI applications. Srivastava also highlights the challenges enterprises face in deploying custom models and the role of companies like Baseten in facilitating this transition.
(01:17:17) - Bryce Strauss, co-founder of Nominal, discusses the company's partnership with Pratt Miller Motorsports, emphasizing the integration of Nominal's engineering software into the team's race operations. He highlights the challenges of endurance racing, such as managing fuel consumption and data analysis, and explains how Nominal's platform aids in optimizing performance through real-time telemetry and decision-making. Strauss also notes the broader applications of their technology across industries like aerospace and defense, underscoring its versatility in handling complex engineering problems.
(01:30:48) - Max Spero, co-founder and CEO of Pangram Labs, discusses the company's mission to detect AI-generated content and its rapid growth since launching a Twitter bot in late 2025. He highlights partnerships with platforms like Quora to maintain content authenticity and addresses challenges posed by AI-generated misinformation, emphasizing the importance of accurate detection tools to preserve the integrity of online information.
(01:50:59) - Russ d'Sa, CEO of LiveKit, discusses the compan…
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Capital One Acquires Brex for $5B, Davos’s $500M business, Apple’s Siri rebuild | Diet TBPN
23 januari 2026 · 30 min
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Davos Prints Cash, Private Credit Exits, Capital One Acquires Brex | Cathie Wood, Keller Cliffton, Jake Cooper, Joe Weisenthal, Coldhealing, Pedro Franceschi, Delian Asparouhov
23 januari 2026 · 3 uur 39 min
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(02:40) - How Davos Makes Half a Billion in Revenue
(10:42) - 𝕏 Timeline Reactions
(31:18) - Private-Credit Investors Cash Out
(34:20) - 𝕏 Timeline Reactions
(45:08) - Apple to Rebuild Siri
(59:51) - Keller Rinaudo Cliffton, CEO and co-founder of Zipline, announced the company's recent $600 million funding round, elevating its valuation to $7.6 billion, and plans to expand autonomous delivery services to Houston and Phoenix in early 2026. He highlighted Zipline's rapid growth, with U.S. deliveries increasing approximately 15% week over week for the past seven months, and the company's milestone of surpassing two million commercial deliveries. Cliffton also discussed the development of Zipline's next-generation aircraft, EV3, which offers significant performance improvements at half the cost, and emphasized the company's commitment to integrating autonomous logistics into everyday life across diverse climates and urban environments.
(01:17:10) - Jake Cooper, CEO of Railway, a software deployment platform, discusses the company's recent $100 million funding round aimed at building data centers and simplifying software development. He highlights the evolving role of developers, emphasizing that advancements are enabling a broader range of individuals, including designers and managers, to ship code efficiently. Cooper also shares insights on internal organizational changes, noting that enhanced tools have significantly accelerated project development, leading to what he terms "Agent Speed" within the company.
(01:33:31) - Joe Weisenthal is an American journalist and podcaster, serving as the executive editor of news for Bloomberg's digital brands and co-hosting the "Odd Lots" podcast. In the conversation, he discusses Canadian Prime Minister Mark Carney's speech at the World Economic Forum in Davos, where Carney declared the old world order is "not coming back" and emphasized that "middle powers must act together …
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Kling AI reaches 12M MAU, China's aging tech worker crisis, drama at ThinkingMachine, TBPN x CAA | Diet TBPN
22 januari 2026 · 30 min
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Kling Crosses 12M, China’s Aging Tech Problem, Thinking Machine Turmoil | Rich Greenfield, Jan Sramek, George Lewin, Ara Kharazian
22 januari 2026 · 3 uur 13 min
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(01:20) - Kling AI Surpasses 12M Users
(15:45) - China's Aging Tech Worker Crisis
(23:12) - Rich Greenfield, a General Partner at LightShed Ventures and a seasoned media and technology analyst, discusses the intensifying competition between Netflix and Paramount-Skydance to acquire Warner Bros. Discovery's assets. He highlights Netflix's strategic shift to an all-cash $72 billion offer, aiming to streamline the merger process and provide value clarity to Warner shareholders. Greenfield also examines the implications of Paramount-Skydance's $77.9 billion hostile bid, emphasizing the potential impact on the media landscape and the importance of strategic investments in content and technology.
(53:45) - Thinking Machine Leadership in Flux
(01:13:21) - 𝕏 Timeline Reactions
(01:51:18) - Jan Sramek, a former Goldman Sachs trader and founder of California Forever, is leading an ambitious project to build a new city in Solano County, California. In the conversation, he discusses the challenges of traveling with young children, the decade-long effort to assemble land for the project, and the importance of creating a thoughtfully planned community to address housing shortages and economic development in the region.
(02:33:17) - George Lewin, co-founder and CEO of Testudo, discusses the launch of a new category of insurance specifically designed for enterprises deploying generative AI systems. He explains that traditional insurance policies often exclude AI-related risks, leaving companies vulnerable to litigation stemming from issues like copyright infringement, defamation, and data breaches. To address this, Testudo offers purpose-built AI liability insurance that covers legal costs, damages, and settlements associated with these risks, enabling organizations to innovate with confidence.
(02:47:58) - Ara Kharazian, an economist at Ramp, analyzes business spending trends, particularly in AI adoption. He discusses the di…
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Davos Reactions, Waymo in the News, WB & Netflix Strike All Cash Deal | Diet TBPN
21 januari 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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Davos Reactions, Waymo’s Safety Case, Czinger 21C Hypercar Tour | Martin Shkreli, Bradley Tusk, Lukas Czinger, Andy McCune, Michael Broukhim, Aaron Katz
20 januari 2026 · 3 uur 27 min
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(03:15) - Davos Reactions
(25:17) - Waymo Safety
(39:51) - Netflix's All-Cash Warner Deal
(47:58) - OpenAI & ServiceNow Partner
(52:31) - SAAS Sales in Japan
(57:30) - Martin Shkreli, an American investor and former pharmaceutical executive, gained notoriety for significantly increasing the price of the antiparasitic drug Daraprim in 2015. In the conversation, he discusses his new role as a father, his company's recent $5 million seed funding, and his views on remote work, emphasizing the importance of in-person collaboration. He also touches on topics like prediction markets, the valuation of private companies, and the potential of photonic computing in drug discovery.
(01:36:45) - Bradley Tusk is an American venture capitalist, political strategist, and author, known for founding Tusk Ventures and Tusk Strategies, and for his role as Uber's first political advisor. In the conversation, Tusk discusses his ownership of P&T Knitwear, an independent bookstore on New York City's Lower East Side, which also features a podcast studio and event space. He shares the inspiration behind the store's name, honoring his grandfather's 1950s knitwear business, and reflects on the challenges of running a bookstore in the current economic climate.
(02:04:04) - Czinger 21C Hypercar Tour
(02:20:59) - Lukas Czinger, co-founder and senior vice president of Czinger Vehicles and Divergent 3D, discusses the development of the 21C hypercar, emphasizing its innovative use of AI-driven design and 3D printing technologies. He highlights the car's impressive performance, including setting multiple track records, and its unique features such as the tandem seating arrangement and hybrid powertrain. Czinger also touches on the broader applications of their manufacturing system beyond automotive, including defense and aerospace industries.
(02:36:21) - Andy McCune, co-founder of Cosmos, a visual search engine for creatives, discusses the p…
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X’s $1M Sweepstakes, Ben Affleck’s viral take on AI, Elon sues OpenAI for $134B | Diet TBPN
20 januari 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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https://www.youtube.com/@TBPNLiveDiet 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.
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…
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X Article Apocalypse, Hollywood's AI Takes | Jordan Schneider, Eliot Pence, Fil Aronshtein & Matt Grimm
19 januari 2026 · 3 uur 13 min
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(01:11) - X Article Apocalypse
(44:42) - Hollywood's AI Takes
(01:01:44) - Elon vs. OpenAI Updates
(01:05:33) - 𝕏 Timeline Reactions
(01:17:54) - Is the American Dream Obsolete?
(01:25:25) - Jordan Schneider is the creator of the ChinaTalk podcast and newsletter, focusing on U.S.-China relations and technology. In the conversation, he discusses his disappointment over the Buffalo Bills' firing of head coach Sean McDermott, analyzes the political strategy of Ro Khanna in positioning himself against Silicon Valley, and critiques the media's role in political discourse, emphasizing the importance of asking challenging questions to guests.
(01:59:18) - 𝕏 Timeline Reactions
(02:16:21) - Eliot Pence, founder and CEO of Dominion Dynamics, discusses the company's mission to enhance Arctic surveillance by developing distributed mesh networks that integrate commercial off-the-shelf sensors across land, sea, air, and space domains. He highlights the strategic importance of the Arctic, noting Canada's underinvestment in the region and the need for improved situational awareness to secure it. Pence explains that Dominion Dynamics' technology enables Canadian Rangers to capture and transmit data from remote areas lacking communication infrastructure, thereby strengthening Canada's defense capabilities in the Arctic.
(02:29:15) - Fil Aronshtein is a technologist and entrepreneur focused on applied AI and software infrastructure. He’s known for building products at the intersection of data, automation, and developer tooling, with an emphasis on shipping fast and scaling systems in production. Matt Grimm is a technology investor and operator with a background in software, startups, and venture capital. He focuses on early-stage companies, platform shifts, and the business mechanics behind emerging technologies.
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The Elon vs OpenAI Lawsuit and ads in ChatGPT | Diet TBPN
17 januari 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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Elon vs OpenAI, Ads in ChatGPT, Leaked Tech Emails | Sean Frank, Bill Shufelt, Alex Mashrabov, Sonya Huang & Pat Grady
17 januari 2026 · 3 uur 27 min
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(02:30) - Elon vs OpenAI
(58:16) - Ads in ChatGPT
(01:11:57) - WSJ Mansion Section
(01:28:54) - Bill Shufelt, a former hedge fund trader and ultramarathon runner, co-founded Athletic Brewing Company in 2017 to create high-quality non-alcoholic craft beers that cater to health-conscious consumers. In the conversation, he discusses his transition from finance to brewing, the development of a proprietary brewing process to produce flavorful non-alcoholic beers, and the company's rapid growth, including becoming the top-selling non-alcoholic beer in the U.S.
(02:00:04) - Sonya Huang, a partner at Sequoia Capital, discusses the current state of artificial general intelligence (AGI), emphasizing that AGI has arrived and urging founders to leverage existing technologies to address real-world problems. She highlights the evolution of AI capabilities, noting recent advancements in long-horizon agents that can persist and iterate towards outcomes without constant supervision. Huang also touches on the shift from product-led growth to agent-led growth, where AI agents autonomously select and utilize the best tools and services, potentially transforming traditional business models.
(02:31:46) - Sean Frank, CEO of Ridge Wallet, discusses the company's eagerness to advertise on OpenAI's ChatGPT platform, highlighting the high revenue per user from AI-driven traffic compared to traditional sources. He expresses optimism about the potential of ChatGPT ads to deliver high-intent customers and anticipates that the introduction of ads will further boost organic activity, leading to increased site visits and sales. Frank also touches on the evolving landscape of e-commerce, noting the importance of adapting to new advertising platforms and the potential impact on traditional website traffic.
(02:56:05) - 𝕏 Timeline Reactions
(03:14:14) - Alex Mashrabov, CEO and co-founder of Higgsfield AI, discusses the emergence of AI-native soc…
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Big Tech turns to mining, Thinking Machines loses top executives, NYC Sauna Wars heat up | Diet TBPN
16 januari 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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Tech Turns to Mining, Meta VR Layoffs, Thinking Machines Shakeup | Matthew Prince, Chirantan Desai, Delian Asparouhov, Deepak Pathak, David Tearse, Blake Resnick
15 januari 2026 · 3 uur 7 min
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(01:30) - Big Tech Turns to Mining
(12:09) - 𝕏 Timeline Reactions
(21:44) - Thinking Machines Loses Top Executives
(29:24) - NYC Sauna Wars
(38:46) - Meta VR Layoffs
(57:12) - Chirantan "CJ" Desai, appointed President and CEO of MongoDB in November 2025, discusses the company's reintroduction in San Francisco, emphasizing its evolution to support AI-driven applications. He highlights MongoDB's growth to over 60,000 customers, attributing this to its agility in handling unstructured data like images and videos, which is crucial for modern AI applications. Desai also mentions the company's strategic acquisitions, such as Voyage, to enhance AI capabilities, and expresses confidence in cloud providers' ability to meet computing demands, ensuring MongoDB's continued innovation and scalability.
(01:07:55) - Matthew Prince, co-founder and CEO of Cloudflare, discusses the €14 million fine imposed by Italy's communications watchdog, AGCOM, for allegedly failing to block access to pirated content via Cloudflare's services. He explains that the fine stems from a law allowing media executives to blacklist websites, requiring companies like Cloudflare to remove them globally within 30 minutes—a mandate he criticizes as overreaching and impractical. Prince expresses concern over the broader implications of such laws, emphasizing the potential for censorship and the challenges they pose to maintaining an open and free internet.
(01:33:47) - Delian Asparouhov, a Bulgarian-born entrepreneur and investor, is a Partner at Founders Fund and Co-Founder and President of Varda Space Industries, which focuses on manufacturing in space. In the conversation, he discusses his pattern of investing during the holiday season, noting that over the past nine years, he has signed term sheets within 48 hours of Christmas Day in seven of those years. He attributes this to the quieter environment during the holidays, which facilitates focused ne…
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The AI Power Backlash, the NYMag David Ellison profile, Google Personal Intelligence | Diet TBPN
15 januari 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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Microsoft’s Energy Tab, OpenAI Goes Super Bowl, Ellison Makes His Move | Marc Benioff, Brian Chesky, Baiju Bhatt, Gabriel Carafa, Alfred Wahlforss
15 januari 2026 · 3 uur 39 min
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(03:01) - Microsoft and the AI Power Backlash
(30:44) - OpenAI's Superbowl Ad
(48:55) - Google Launches Personal Intelligence
(01:04:36) - David Ellison Eyes Hollywood Throne
(01:29:51) - Brian Chesky, co-founder and CEO of Airbnb, discussed the company's strategic focus on integrating artificial intelligence (AI) to enhance user experiences. He emphasized the importance of developing AI interfaces that go beyond traditional chatbots, aiming for more intuitive and visual interactions. Chesky also highlighted the potential of AI to revolutionize consumer applications, particularly in the travel and living sectors, by offering personalized and seamless services.
(01:54:01) - 𝕏 Timeline Reactions
(02:04:03) - Baiju Bhatt, co-founder of Robinhood and founder of Aetherflux, discusses his new venture's mission to build a power grid in space by deploying satellites in sun-synchronous orbits to collect continuous solar energy and beam it to Earth using infrared lasers. He highlights the advantages of space-based solar power, such as consistent energy generation and the ability to provide power to remote or contested areas, with initial applications targeting Department of Defense needs. Bhatt also reflects on the challenges of transitioning from finance to aerospace, emphasizing the importance of rapid iteration and learning in developing innovative technologies.
(02:38:31) - Gabriel Carafa, co-founder and CEO of Noise Labs, discusses the development of Noise, a trading platform that allows users to long or short trends, brands, and ideas by integrating market activity with social data from platforms like TikTok, Instagram, and Twitter to objectively measure cultural relevance. He highlights the platform's ability to identify emerging trends, such as the rise of indie rock music over the past 18 months, and emphasizes the importance of markets in predicting future shifts in relevance, moving beyond traditional social …
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Siri needs an App, OpenAI Acquires health startup Torch, Claude Cowork reactions | Diet TBPN
14 januari 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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Siri Needs an App, Apple Preps for Post-Cook, Scott Nolan Truth Nuke | Shervin Pishevar, Horacio Rozanski, Glenn Fogel, JD Ross, Nick Fleisher, Rob Slaughter, Sajith Wickramasekara
14 januari 2026 · 3 uur 29 min
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(01:31) - John's Op-Ed: Siri Needs An App
(23:51) - Apple Prepares For Post-Cook Era
(37:31) - OpenAI Acquires Healthcare Startup Torch
(41:34) - 𝕏 Timeline Reactions to Claude Cowork
(01:00:30) - Shervin Pishevar is an Iranian-American entrepreneur and venture capitalist, known for co-founding Hyperloop One and Sherpa Capital, and for early investments in companies like Uber and Airbnb. In the conversation, Pishevar discusses the courage of millions of Iranians protesting for freedom, the oppressive actions of the regime, and the role of technologies like Starlink in supporting the movement. He emphasizes the need for international support, particularly from the U.S., to aid in the transition towards a democratic Iran.
(01:20:54) - 𝕏 Timeline Reactions
(01:31:07) - Horacio Rozanski, born in Argentina, is the Chairman, CEO, and President of Booz Allen Hamilton, a leading advanced technology company. In the conversation, he discusses his journey from an intern in 1991 to CEO in 2015, emphasizing the importance of aligning personal values with organizational culture. He also highlights Booz Allen's strategic focus on integrating advanced technologies like AI and cybersecurity into government missions, underscoring the firm's commitment to innovation and national security.
(01:51:35) - Glenn Fogel, CEO of Booking Holdings and Booking.com, discusses the company's strategic initiatives, including the integration of agentic commerce and AI to enhance customer experiences. He emphasizes the importance of leveraging technology to streamline complex travel arrangements and improve customer service. Fogel also highlights the company's commitment to innovation and adaptability in the rapidly evolving travel industry.
(02:14:17) - JD Ross is the co-founder of a company modernizing insurance brokerage by replacing traditional brokers with a platform for risk management. In the conversation, he discusses their recent $42 m…
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We're all Jerome Powell, Apple and Google Make it Official, Anthropic Health Care | Diet TBPN
13 januari 2026 · 33 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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DOJ vs. Fed Chair, Apple Repositions Vision Pro, Ben Thompson Joins | Tyler Cowen, Harley Finkelstein, Andrew Feldman, Nathan Nwachuku, Anastasios Angelopoulos
13 januari 2026 · 3 uur 22 min
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(00:33) - We Are Jerome Powell
(02:08) - DOJ Opens Criminal Probe into FED Chair
(04:15) - 𝕏 Timeline Reactions
(11:42) - Apple's Vision Pro Strategy
(26:52) - 𝕏 Timeline Reactions
(29:54) - Ben Thompson, founder of Stratechery, is a technology and media analyst known for his in-depth analysis of tech industry strategies. In the conversation, he critiques Apple's Vision Pro, emphasizing that its immersive potential is undermined by overproduced content and unnecessary production elements. Thompson advocates for a more straightforward approach, suggesting that simply placing cameras courtside at live events would provide a more authentic and engaging experience for users.
(01:07:35) - 𝕏 Timeline Reactions
(01:23:46) - Tyler Cowen is an American economist, author, and professor at George Mason University, known for his work in cultural economics and as co-author of the blog Marginal Revolution. In the conversation, Cowen discusses the impact of artificial intelligence on blue-collar jobs, suggesting that while AI may reduce demand for certain tasks, overall job opportunities in these sectors will increase due to new projects and developments. He also touches on the role of data centers in the U.S. economy, the potential of AI-generated music, and the importance of aesthetics in urban development.
(01:56:10) - Andrew Feldman, CEO and co-founder of Cerebras Systems, discusses the company's pioneering efforts in AI hardware, highlighting the development of their Wafer Scale Engine (WSE) chips, which integrate memory and logic onto a single, large-scale wafer to enhance performance and efficiency. He emphasizes the significance of fast inference in AI applications, noting that the WSE-3 chip can train models ten times larger than OpenAI's GPT-4, and mentions partnerships with organizations like the Mayo Clinic and G42 in the UAE to deploy these technologies. Feldman also reflects on the challenges of innovating in …
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AI Needs a Steve Jobs, Meta’s Nuclear Powerplants, a16z raises $15B | Diet TBPN
10 januari 2026 · 30 min
Diet TBPN delivers the best of today’s TBPN episode in under 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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a16z’s $15B Raise, Tim Cook Exit Rumors, Meta Goes Nuclear | Ben Horowitz, David George, Alex Rampell, Jen Kha, Jeremie Eliahou
9 januari 2026 · 3 uur 5 min
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(02:19) - Tim Cook's Retirement Rumors
(09:11) - AI Needs a (Steve) Jobs
(24:54) - Meta Announces Nuclear Partnerships
(29:45) - Can AI Solve the Recycling Crisis?
(37:51) - a16z's $15B Raise
(45:14) - 𝕏 Timeline Reactions
(01:07:25) - WSJ Mansion Section
(01:28:29) - Jeremie Eliahou is a technology analyst at Semianalysis, where he focuses on semiconductors, AI hardware, and datacenter infrastructure. His work is known for deep technical rigor and clear analysis of GPU roadmaps, compute economics, and industry supply chains.
(02:01:29) - Jen Kha, Operating Partner and Head of Investor Relations at Andreessen Horowitz, discussed the firm's recent $15 billion fundraise, highlighting the rapid three-month oversubscription driven by strong LP conviction in the AI super cycle. She emphasized the firm's decentralized structure, with specialized funds and teams, allowing nimble operations despite its 600+ employees. Kha also noted that while LPs seek liquidity, they prefer to retain stakes in high-performing companies, choosing to ride their winners rather than cash out prematurely.
(02:16:40) - Alex Rampell, a General Partner at Andreessen Horowitz, is a serial entrepreneur who co-founded companies like Affirm and TrialPay. In the conversation, he discusses his entrepreneurial journey, the importance of understanding industry history, and the role of AI in creating defensible business models. He emphasizes that successful entrepreneurs can effectively mobilize resources, possess deep industry knowledge, and are driven by motivations beyond financial gain.
(02:32:29) - David George, a General Partner at Andreessen Horowitz, discusses the firm's consistent growth investment strategy, emphasizing a focus on exceptional companies and founders with ambitious visions. He observes a post-COVID shift in founder psychology towards a more intense work ethic, contributing to rapid company growth, particularly in AI-driven …
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The Jamie Dimon Apple Card, Greenland Ideas, WB-Paramount, TBPN x Vanity Fair | Diet TBPN
9 januari 2026 · 29 min
Diet TBPN delivers the best of today’s TBPN episode in under 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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Dimon’s Take on Apple Card, Trump’s Greenland Play, VC Winter Deepens | Josh Wolfe, Delian Asparouhov, Arun Gupta, Julie Bush, Winston Weinberg, Yotam Segev
9 januari 2026 · 3 uur 17 min
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(01:37) - Dimon’s Take on Apple Card
(23:11) - VC Winter Deepens
(27:47) - Trump’s Greenland Play
(41:07) - 𝕏 Timeline Reactions
(56:51) - Anthropic Raises $10B
(01:02:44) - 𝕏 Timeline Reactions
(01:27:31) - Delian Asparouhov, a Partner at Founders Fund and Co-Founder of Varda Space Industries, discusses the K-shaped distribution in venture capital, where a significant portion of funding is concentrated in a few large companies, leading to fewer deals and companies staying private longer. He highlights the increasing use of Special Purpose Vehicles (SPVs) by venture firms to participate in large funding rounds without traditional fee structures, enhancing relationships with high-profile companies. Additionally, Asparouhov notes the growing role of private companies in defense and space sectors, emphasizing the need for innovation and efficiency in these industries.
(01:56:54) - Arun Gupta, co-founder and CEO of Hapiko, has a background in building products that connect people and spark creativity, including founding Grailed, a global fashion marketplace. In the conversation, he discusses the launch of Stickerbox, an AI-powered voice-to-sticker printer designed to bring children's imaginations to life by allowing them to create and print stickers from their spoken ideas. He emphasizes the importance of creating technology that empowers kids to dream bigger and create freely, highlighting Stickerbox's role in fostering hands-on, screen-free play.
(02:25:54) - Julie Bush, co-founder and CEO of Valinor Enterprises, discusses her company's innovative approach to the defense and national security sector. Valinor operates as an operational holding company, focusing on addressing overlooked yet critical areas within the defense market by centralizing operations and decentralizing engineering across its subsidiaries. This model enables rapid development and deployment of products, such as power systems for unmanned au…
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xAI Raises $20B, Anthropic’s $350B Valuation, OpenAI Launches ChatGPT Health | Diet TBPN
8 januari 2026 · 30 min
Diet TBPN delivers the best of today’s TBPN episode in under 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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xAI’s $20B Raise, Semafor’s $30M Round, America’s Tech Decline | Ravi Gupta & Pat Grady, Vincenzo Landino, Nigel Vaz, Ben Smith, Jacob Rintamaki
8 januari 2026 · 3 uur 27 min
(00:32) - xAI's $20B Series E Lees meer
(13:36) - 𝕏 Timeline Reactions
(25:34) - Semafor's $30M Funding
(31:19) - 𝕏 Timeline Reactions
(53:37) - The Decline of the American Technology Industry
(01:10:07) - Boston Biotech Bubble Bursts
(01:14:46) - OpenAI Launches ChatGPT Health
(01:27:36) - Vincenzo Landino, founder and managing director of Business of Speed, a motorsport-focused marketing consultancy, discusses his lifelong passion for racing, stemming from his Italian heritage and early exposure to motorsports. He highlights the significant growth in Formula 1's popularity in the United States, attributing it to strategic content initiatives like Netflix's "Drive to Survive" and ESPN's coverage, which have attracted new fans and increased team valuations. Landino also explores the evolving landscape of motorsport investments, noting the rising interest from tech companies and the substantial financial commitments required to enter the sport, emphasizing the unique networking and branding opportunities that ownership and sponsorship in Formula 1 provide.
(02:00:51) - Nigel Vaz, CEO of Publicis Sapient, a digital business transformation company, discusses the challenges enterprises face in scaling AI initiatives beyond initial pilots, emphasizing the need for integrated toolchains and data strategies to achieve meaningful transformation. He highlights the importance of leveraging first-party data to enhance customer experiences and drive growth, citing examples from industries like automotive and healthcare. Vaz also addresses the role of AI in advertising, noting the potential for personalized content and the necessity of aligning creative processes with regulatory requirements across different markets.
(02:19:23) - Ravi Gupta, a Partner at Sequoia Capital and former COO and CFO of Instacart, announced his plans to start a new company while maintaining his role at Sequoia. He emphasized the transformative impact of AI on industries and the importance of agility and…
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The legacy and future of CES, Dwarkesh’s “Capital in the 22nd Century,” Ben Thompson’s “AI and the Human Condition” | Diet TBPN
7 januari 2026 · 28 min
Diet TBPN delivers the best of today’s TBPN episode in under 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 Death of the Tech Conference, Jake Paul Joins, Dimon Launches Deregulation Blitz | Jake Paul & Geoffrey Woo, Matt Pavelle, David Senra & Lulu Cheng, Casey Newton, Alex Epstein, Jamie Siminoff
7 januari 2026 · 3 uur 49 min
(02:19) - The Death of the Tech Conference Lees meer
(23:27) - Dimon Launches Deregulation Blitz
(27:49) - 𝕏 Timeline Reactions
(01:16:29) - Casey Newton, an American technology journalist and founder of the Platformer newsletter, discusses his investigation into a viral Reddit post alleging unethical practices by food delivery companies, which was later revealed to be a hoax. He details his initial belief in the post's plausibility, his communication with the purported whistleblower, and the red flags that emerged during their interactions. Newton reflects on the challenges posed by AI-generated content in journalism and emphasizes the need for enhanced vigilance and fact-checking in the digital age.
(01:33:44) - Alex Epstein is an author and energy commentator best known for The Moral Case for Fossil Fuels, where he argues that affordable, reliable energy is essential to human flourishing. He is the founder of the Center for Industrial Progress and a frequent speaker on energy policy, climate, and economics.
(02:09:09) - Jamie Siminoff, founder of Ring, discusses his extensive experience at CES, highlighting his journey from personally constructing early booths to now showcasing professionally built exhibits. He reflects on his 2013 "Shark Tank" appearance, noting that despite initial rejection, Ring evolved into a leading home security company with over 100 million cameras deployed globally. Siminoff emphasizes the integration of AI in Ring's products to enhance user experience by reducing unnecessary alerts and improving the relevance of notifications.
(02:31:04) - Jake Paul is an American professional boxer, influencer, and actor who began his career on Vine and YouTube before transitioning into boxing. In the conversation, Paul discusses his venture capital firm, Anti Fund, co-founded with Geoffrey Woo, emphasizing their founder-first approach and commitment to providing value beyond capital, such as expertise in distribution and marketing. He also highlights the…
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Dan Wang's Annual Letter, Meta Acquires Manus, Nvidia's $20B Groq Deal | Diet TBPN
6 januari 2026 · 36 min
Diet TBPN delivers the best of today’s TBPN episode in under 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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Dan Wang's Annual Letter, Meta Acquires Manus, Nvidia's $20B Groq Deal | Justin Mares
5 januari 2026 · 2 uur 58 min
(02:25) - Dan Wang's Annual Letter Lees meer
(43:08) - Meta Acquires Manus
(59:33) - Nvidia's $20B Groq Deal
(01:10:48) - Doordash Responds to Reddit Firestorm
(01:43:53) - California Wealth Tax Targets Billionaires
(02:00:54) - Scott Belsky's 12 Outlooks for the Future
(02:27:20) - 𝕏 Timeline Reactions
(02:32:31) - Justin Mares, co-founder and CEO of Truemed, is a wellness entrepreneur dedicated to making preventive healthcare more accessible by enabling individuals to use HSA/FSA funds for health-promoting products and services. In the conversation, he discusses Truemed's recent $34 million Series A funding led by Andreessen Horowitz, the company's mission to shift healthcare spending towards prevention, and the growing adoption of HSAs and FSAs for proactive health investments.
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TBPN Year in Review, TikTok Aims for $50B, Dana White on the AI Race | Diet TBPN
20 december 2025 · 32 min
Diet TBPN delivers the best of today’s TBPN episode in under 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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2025 in Review, Cursor Acquires Graphite, TikTok's $50B Profit | Michael Truell & Merrill Lutsky, Pranav Myana, Anna Goldie, Edward Mehr
20 december 2025 · 2 uur 21 min
(00:25) - 2025 in Review Lees meer
(17:34) - TikTok's $50B Profit
(22:34) - 𝕏 Timeline Reactions
(24:27) - Michael Truell & Merrill Lutsky, co-founder and CEO of Anysphere, leads the company behind Cursor, an AI-powered code editor that has rapidly gained prominence in the software development industry. In the conversation, Truell discusses the integration of Graphite and Cursor, emphasizing their shared vision for the future of software development, the transformative impact of AI agents on coding practices, and the strategic steps both companies are taking to enhance developer collaboration and productivity.
(47:48) - 𝕏 Timeline Reactions
(01:04:20) - OpenAI Declares Code Red
(01:16:15) - Pranav Myana, a San Francisco-based entrepreneur and 776 Foundation Fellow, discusses the potential of space-based data centers to address Earth's constraints on land, water, and power. He highlights the challenges of cooling in space due to the vacuum environment, necessitating innovative radiator designs, and emphasizes the importance of reducing launch costs for the feasibility of such projects. Myana also explores the future of optical orbital data centers utilizing photonics for efficient matrix multiplication and reduced heat generation.
(01:34:29) - Anna Goldie, co-founder and CEO of Ricursive Intelligence, discusses her journey from studying computer science and linguistics at MIT to her work at Google Brain and Anthropic, leading to the founding of Ricursive Intelligence. She highlights the company's mission to revolutionize chip design by using AI to accelerate development timelines, enabling a recursive feedback loop where AI designs better chips, which in turn train more advanced AI. This approach aims to transform chip design from a bottleneck into an accelerant, facilitating the co-evolution of AI and hardware.
(01:48:11) - 𝕏 Timeline Reactions
(01:57:40) - Edward Mehr, co-founder and CEO of Machina Labs, discusses the company's innovative approach to manufacturing …
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OpenAI Sets Sights on $750B Valuation, Warner Brothers Questions Paramount’s Funding, The 2025 Model Wars In Review | Diet TBPN
19 december 2025 · 34 min
Diet TBPN delivers the best of today’s TBPN episode in under 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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Profound - https://tryprofound.com
Julius AI - https://julius.ai
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fal - https://fal.ai
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Follow TBPN:
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