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$DJT Goes Nuclear, OpenAI in talks at $750B, 2025 Model Wars in Review | Brian Armstrong & Tarek Mansour, Simon Eskildsen
18 december 2025 · 2 uur 38 min
(00:30) - 𝕏 Timeline Reactions Lees meer
(05:02) - OpenAI in talks at $750B
(08:56) - WB Board Questions Paramount's Funding Stability
(23:03) - 𝕏 Timeline Reactions
(55:03) - Brian Armstrong and Tarek Mansour are the co-founders of Coinbase, one of the world’s largest cryptocurrency platforms. Armstrong, a former Airbnb engineer, serves as CEO and has been a leading advocate for mainstream crypto adoption, while Mansour, Coinbase’s CTO, architected much of the company’s core infrastructure and security systems.
(01:11:58) - 𝕏 Timeline Reactions
(01:44:16) - Simon Hørup Eskildsen, co-founder and CEO of turbopuffer—a serverless vector and full-text search platform—discusses the company's recent addition of Thrive Capital as an investor, emphasizing their preference for a concentrated cap table with long-term partners. He highlights the importance of customer satisfaction over fundraising figures, sharing a positive testimonial from Notion's co-founder, Akshay Kothari, about turbopuffer's impact on product development. Eskildsen also notes the company's growth to 22 employees and their focus on scaling infrastructure to handle increasing data demands in AI applications.
(02:01:48) - 𝕏 Timeline Reactions
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Amazon Bets $10B on OpenAI, Ford’s Reality Check, Paramount Deal Unravels | Diet TBPN
18 december 2025 · 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
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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AdQuick - https://adquick.com
Bezel - https://getbezel.com
Numeral - https://www.numeralhq.com
Polymarket - https://polymarket.com
Attio - https://attio.com/tbpn
Fin - https://fin.ai/tbpn
Graphite - https://graphite.dev
Restream - https://restream.io
Profound - https://tryprofound.com
Julius AI - https://julius.ai
turbopuffer - https://turbopuffer.com
fal - https://fal.ai
Privy - https://www.privy.io
Cognition - https://cognition.ai
Gemini - https://gemini.google.com
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Amazon x OpenAI, Ford's EV Reality Check, Kushner Drops WB Bid | Sarah Guo, David Senra, Doug O'Laughlin, Doug Bernauer, Jacob Effron, Logan Kilpatrick
17 december 2025 · 3 uur 19 min
(02:12) - Ford's EV Reality Check Lees meer
(21:03) - Amazon x OpenAI
(33:13) - Kushner Drops WB Bid
(39:53) - 𝕏 Timeline Reactions
(57:33) - Sarah Guo is the founder and managing partner of Conviction, an early-stage venture firm focused on backing transformative software and AI companies. She’s known for combining deep technical fluency with a strong product lens, shaped by her experience as a partner at Greylock and as a former Facebook product leader.
(01:32:29) - Doug O'Laughlin an expert in artificial intelligence and data center infrastructure, discusses Amazon's strategic partnership with OpenAI, emphasizing Amazon's superior execution in data center expansion and power availability. He highlights the challenges of integrating multiple computing platforms, noting that while diversification can reduce costs, it requires significant effort. Doug also expresses skepticism about the feasibility of space-based data centers, citing current difficulties in terrestrial model training and infrastructure development.
(01:55:04) - Doug Bernauer, CEO and founder of Radiant, a company developing portable nuclear microreactors, discussed the company's progress in building their first reactor, which is set to become the first new design to go critical at Idaho National Laboratory since 1977. He highlighted securing a contract with Equinix for 20 units and a deal with the U.S. Air Force through the Defense Innovation Unit, emphasizing the role of nuclear energy in driving prosperity by providing power wherever needed. Bernauer also announced over $300 million in new funding, led by Draper Associates and Boost VC, to accelerate commercialization efforts, including constructing a mass-production facility in Tennessee.
(02:09:01) - Jacob Effron, Managing Director at Redpoint Ventures, focuses on AI, enterprise software, and healthcare investments. In the conversation, he discusses the current state and future prospects of AI applications, the evolving venture capital landscape, …
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Do Companies Need Storytellers, Ford’s EV Flop, Kushner Paramount Pullout | Diet TBPN
17 december 2025 · 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
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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Public - https://public.com
AdQuick - https://adquick.com
Bezel - https://getbezel.com
Numeral - https://www.numeralhq.com
Polymarket - https://polymarket.com
Attio - https://attio.com/tbpn
Fin - https://fin.ai/tbpn
Graphite - https://graphite.dev
Restream - https://restream.io
Profound - https://tryprofound.com
Julius AI - https://julius.ai
turbopuffer - https://turbopuffer.com
fal - https://fal.ai
Privy - https://www.privy.io
Cognition - https://cognition.ai
Gemini - https://gemini.google.com
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https://www.youtube.com/@TBPNLive
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You Don't Need a Storyteller, ChatGPT Images, Ali on the Series L | Karri Saarinen, Mike Cessario, Elliot Cohen, Ali Ghodsi
17 december 2025 · 3 uur 24 min
(00:55) - Viral WSJ 'You Don't Need a Storyteller' Piece Lees meer
(28:52) - 𝕏 Timeline Reactions
(34:03) - ChatGPT Images 1.5
(46:05) - 𝕏 Timeline Reactions
(01:00:44) - Coreweave Tests AI Market Hype
(01:11:40) - The Price of Ford's EV Push
(01:19:58) - 𝕏 Timeline Reactions
(01:30:32) - Karri Saarinen, co-founder and CEO of Linear, a project management tool, previously served as Principal Designer at Airbnb and Head of Design at Coinbase. In the conversation, he discusses the importance of maintaining a broad perspective in design, cautioning against conflating design with coding, as it may limit creativity and lead to conservative solutions. He emphasizes the need for a conceptual design phase to explore multiple directions before execution, allowing for innovative and thoughtful outcomes.
(01:51:42) - 𝕏 Timeline Reactions
(02:00:47) - Mike Cessario, founder and CEO of Liquid Death, discusses the innovative launch strategy of his canned water brand, emphasizing the use of a viral video to gauge market interest before product availability. He highlights the importance of leveraging existing networks and resources, such as collaborating with the creator of "Mr. Pickles" for brand design and animation, to create compelling marketing content. Cessario also addresses the balance between humor in branding and maintaining sincerity in customer interactions, underscoring the significance of understanding the audience and context in communication.
(02:21:36) - Elliot Cohen, co-founder of PillPack, which was acquired by Amazon in 2018, discusses his new venture, General Medicine, an online healthcare marketplace aiming to simplify access to medical care. He highlights the platform's ability to connect users with medical providers, assess care needs based on symptoms, and integrate health history into a chat interface for personalized support. Cohen emphasizes the importance of empowering consumers in their healthcare journey, aiming to make the experience as seamless as s…
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Apple Tax is Dead, OpenAI Ends Vesting Cliff, Anthropic’s Massive TPU Order | Diet TBPN
16 december 2025 · 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
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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Bezel - https://getbezel.com
Numeral - https://www.numeralhq.com
Polymarket - https://polymarket.com
Attio - https://attio.com/tbpn
Fin - https://fin.ai/tbpn
Graphite - https://graphite.dev
Restream - https://restream.io
Profound - https://tryprofound.com
Julius AI - https://julius.ai
turbopuffer - https://turbopuffer.com
fal - https://fal.ai
Privy - https://www.privy.io
Cognition - https://cognition.ai
Gemini - https://gemini.google.com
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https://www.youtube.com/@TBPNLive
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🟡 Evan Spiegel LIVE in the Ultradome | Colin & Samir, RJ Scaringe, Scott Kupor
16 december 2025 · 3 uur 29 min
(04:53) - 𝕏 Timeline Reactions Lees meer
(56:21) - Evan Spiegel is the co-founder and CEO of Snap Inc., best known for creating Snapchat, the camera-driven social platform he helped launch while still a Stanford student, and has since become one of the youngest self-made billionaires in tech while steering Snap’s evolution into an augmented-reality–focused company.
(01:43:03) - 𝕏 Timeline Reactions
(01:49:47) - RJ Scaringe, founder and CEO of Rivian Automotive, discusses the company's strategic focus on expanding its product lineup with the upcoming R2 SUV, aiming to offer a more affordable electric vehicle option starting at around $45,000. He highlights the importance of vertical integration, including the development of in-house technologies like the Rivian Autonomy Processor, to enhance vehicle capabilities and maintain a competitive edge. Scaringe also emphasizes the significance of creating distinctive vehicle designs, such as the unique headlight configuration, to establish brand identity and appeal to a broader market.
(02:29:26) - Scott Kupor, Director of the U.S. Office of Personnel Management, discusses the launch of the U.S. Tech Force, a two-year program aiming to recruit 1,000 engineers, product managers, data scientists, and AI specialists into various federal agencies to modernize government infrastructure. This initiative addresses the need for modern technical expertise and aims to attract early-career professionals, who currently constitute only about 7% of the federal workforce, compared to 25-30% in the private sector. In collaboration with 25 tech companies, the program offers participants career development opportunities and a job fair at the end of the term, facilitating transitions to private sector roles if desired.
(02:41:00) - Colin Rosenblum and Samir Chaudry are the creators behind Colin & Samir, a media duo known for their in-depth interviews and analysis about the creator economy; through their YouTube channel, podcast, and newsletter, th…
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GPT-5.2 Reactions, Jacob Elordi vs AI, Disney x OpenAI Deal Breakdown | Diet TBPN
13 december 2025 · 30 min
Our favorite moments from today's show, in under 30 minutes. Lees meer
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Attio - https://attio.com/tbpn
Fin - https://fin.ai/tbpn
Graphite - https://graphite.dev
Restream - https://restream.io
Profound - https://tryprofound.com
Julius AI - https://julius.ai
turbopuffer - https://turbopuffer.com
fal - https://fal.ai
Privy - https://privy.io
Cognition - https://cognition.ai
Gemini - https://gemini.google.comFollow TBPN:
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Disney’s $1B OpenAI Bet, GPT 5.2 Reactions, Saagar Enjeti Weighs In | Matt Levine, Mike Swan, Mike Gallagher
13 december 2025 · 3 uur 16 min
(02:12) - Disney’s $1B OpenAI Bet Lees meer
(26:57) - GPT 5.2 Reactions
(40:53) - 𝕏 Timeline Reactions
(58:46) - Mike Swan, owner and managing broker of Swan Land Company, specializes in ranch, farm, and recreational land sales across the Rocky Mountain West. In the conversation, he discusses the enduring appeal of land investments in the western United States, noting a slowdown in 2025 due to strong financial markets but anticipating renewed interest in early 2026. He highlights the premium value of properties with quality water features, the influx of tech industry professionals into Montana seeking safety and lifestyle benefits, and the challenges of generating significant returns from agricultural operations alone, emphasizing the importance of long-term appreciation and conservation-minded ownership.
(01:24:40) - Matt Levine is a Bloomberg Opinion columnist and author of the daily newsletter "Money Stuff." In the conversation, he discusses his transition from working at Goldman Sachs to becoming a journalist, the evolution and challenges of prediction markets, and the potential implications of insider trading within these markets. He also touches on topics such as the possible SpaceX IPO, the OpenAI-Disney deal, and the growth of private credit in the tech industry.
(01:57:58) - Mike Gallagher, Head of Defense at Palantir Technologies and former U.S. Congressman, discusses the critical need for the U.S. to expand its naval fleet to deter potential threats, particularly from China, emphasizing the importance of increasing ship production to meet geopolitical challenges. He highlights the Navy's partnership with Palantir to implement the Shipbuilding Operating System (ShipOS), a $448 million initiative aimed at modernizing shipbuilding through artificial intelligence and autonomy technologies, thereby streamlining production and enhancing efficiency. Gallagher also addresses the role of autonomous vessels and the significance of international collaborations in streng…
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Disney Partners with OpenAI, Breaking Down SpaceX’s IPO Plans, Oracle Slips | Diet TBPN
12 december 2025 · 29 min
Our favorite moments from today's show, in under 30 minutes. Lees meer
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Restream - https://restream.io
Profound - https://tryprofound.com
Julius AI - https://julius.ai
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fal - https://fal.ai
Privy - https://privy.io
Cognition - https://cognition.ai
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Oracle Slides, Disney x OpenAI, SpaceX IPO | Fidji Simo, Dylan Byers, Angela Jiang, Jonathan Slotkin, Aaron Cannon, Karan Kunjur
12 december 2025 · 3 uur 15 min
(00:36) - SpaceX IPO Lees meer
(29:55) - Oracle Slides
(43:16) - Disney x OpenAI
(55:38) - Dylan Byers, a founding partner and senior correspondent at Puck, covers the media industry, including business and gossip. He discusses the media's tendency toward self-obsession, highlighting how minor gossip can overshadow significant industry events. Byers also examines the personal dynamics influencing major mergers, such as the competition between Paramount and Netflix for Warner Bros. Discovery, and the role of AI in the future of media, noting Disney's partnership with OpenAI to create interactive experiences with its characters.
(01:28:01) - Fidji Simo, a French-American businesswoman, is the CEO of Applications at OpenAI, having previously served as CEO of Instacart and as head of the Facebook app at Meta. In the conversation, she discusses her transition to OpenAI, emphasizing her commitment to democratizing AI by transforming ChatGPT from a chatbot into a personal super assistant that can manage various aspects of users' lives, such as travel planning and health management. She also highlights the importance of integrating AI into both consumer and enterprise applications, aiming to enhance productivity and accessibility across different sectors.
(01:52:26) - 𝕏 Timeline Reactions
(02:10:32) - Angela Jiang, a former product manager at OpenAI who contributed to the launches of GPT-3.5 and GPT-4, has co-founded Worktrace AI, a startup focused on automating repetitive tasks in large enterprises. In the conversation, she discusses how Worktrace AI observes employee workflows to identify tasks suitable for AI automation, aiming to bridge the gap between advanced AI models and their practical application in real-world business scenarios. The company recently emerged from stealth mode, announcing a $9 million seed funding round led by Conviction and 8VC, with participation from the OpenAI Fund and notable figures such as Mira Murati and Jason Kwon.
(02:20:40) - Jonathan Slot…
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Nvidia’s China Shift, Meta AI Drama, Paramount's Pitch | Diet TBPN
11 december 2025 · 30 min
Our favorite moments from today's show, in under 30 minutes. Lees meer
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Polymarket - https://polymarket.com
Attio - https://attio.com/tbpn
Fin - https://fin.ai/tbpn
Graphite - https://graphite.dev
Restream - https://restream.io
Profound - https://tryprofound.com
Julius AI - https://julius.ai
turbopuffer - https://turbopuffer.com
fal - https://fal.ai
Privy - https://privy.io
Cognition - https://cognition.ai
Gemini - https://gemini.google.comFollow TBPN:
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Warner Deal Drags, H200 Exports Resume, Meta AI Chafe Gate | Joe Weisenthal, Ben Smith, Matt Hicks, Stephen Schwartz, Saam Motamedi, Nicholas Kelez, Antoine Tessier, Filip Kaliszan
10 december 2025 · 3 uur 18 min
(00:28) - H200 Exports Resume Lees meer
(07:20) - China-Linked AI Chip Smuggling
(14:43) - Joe Weisenthal, born September 2, 1980, in Detroit, Michigan, is an American journalist and television presenter, currently serving as the executive editor of news for Bloomberg's digital brands and co-host of the "Odd Lots" podcast. In the conversation, he discusses the Federal Reserve's recent 25 basis point interest rate cut, highlighting internal divisions within the Fed's rate-setting committee, with three members dissenting—two favoring no change and one advocating a deeper cut. He also examines the potential impact of future rate cuts on long-term yields, noting that aggressive short-term cuts could lead to higher long-term rates due to inflation expectations, which may not provide the desired economic stimulus.
(34:20) - Warner Deal Drags
(43:29) - Meta AI Chafe Gate
(59:04) - Ben Smith is a veteran American journalist and media executive. He is the co-founder and editor-in-chief of Semafor, the global news platform launched in 2022. Previously, he was the media columnist for The New York Times (2020–2022) and before that the founding editor-in-chief of BuzzFeed News (2012–2020). Earlier in his career he covered politics for Politico and other outlets, helping pioneer digital-era political journalism.
(01:40:43) - Matt Hicks, who became Red Hat's President and CEO in July 2022, discusses the company's evolution from offering only Red Hat Enterprise Linux (RHEL) to a diverse portfolio including OpenShift, Ansible, and Red Hat AI. He emphasizes Red Hat's focus on smaller, open-source AI models that are more manageable and cost-effective for enterprises compared to larger frontier models. Hicks also highlights the importance of building authentic open-source communities and the value of long-term commitment within a company, drawing from his own 20-year tenure at Red Hat.
(02:00:58) - Stephen Schwartz, CEO of WAP, discusses the company's rapid growth, noting that to achieve…
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Paramount’s Deal Playbook, Trump Opens Nvidia’s China Door, Saudis Loosen Drinking Laws | Diet TBPN
10 december 2025 · 31 min
Our favorite moments from today's show, in under 30 minutes. Lees meer
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Public - https://public.com
AdQuick - https://adquick.com
Bezel - https://getbezel.com
Numeral - https://www.numeralhq.com
Polymarket - https://polymarket.com
Attio - https://attio.com/tbpn
Fin - https://fin.ai/tbpn
Graphite - https://graphite.dev
Restream - https://restream.io
Profound - https://tryprofound.com
Julius AI - https://julius.ai
turbopuffer - https://turbopuffer.com
fal - https://fal.ai
Privy - https://privy.io
Cognition - https://cognition.ai
Gemini - https://gemini.google.comFollow TBPN:
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https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235
https://www.youtube.com/@TBPNLive -
Ellison's Counter Offer, Chinese H200s, Data Centers in Space | Aaron Ginn, Matt Kalish, Emil Michael, Blake Scholl, Naveen Rao, Ofir Ehrlich, Gorkem Yurtseven, Pedro Franceschi
10 december 2025 · 3 uur 34 min
(00:20) - Ellison's Counter Offer Lees meer
(18:23) - Chinese H200s
(32:18) - Data Centers in Space
(42:30) - 𝕏 Timeline Reactions
(01:01:24) - Aaron Ginn is the CEO and Co-Founder of Hydra Host, a company specializing in high-performance computing infrastructure. In the conversation, he discusses the importance of the United States engaging pragmatically with China on trade, particularly in the technology sector, to maintain American interests and influence. He emphasizes that while China may copy technologies, the U.S. should focus on leveraging its strengths in commerce and free markets to foster mutually beneficial relationships.
(01:22:18) - Matt Kalish, co-founder and president of DraftKings, discusses his journey from analytics and marketing roles to launching DraftKings in 2012, growing it into a leading sports betting platform. He highlights his transition to focus on Hardscope, a new platform aimed at empowering creators and brands in the evolving media landscape, leveraging his experience with Faze Clan to support talent across various content verticals. Kalish also addresses the competitive nature of the sports betting industry, emphasizing DraftKings' commitment to innovation and customer satisfaction amid emerging trends like prediction markets.
(01:43:05) - Emil Michael, the Under Secretary of Defense for Research and Engineering, discusses the Department of Defense's collaboration with Google to provide 3 million Department of War employees access to Google Gemini on a secure private network, emphasizing the importance of integrating AI capabilities while maintaining data security. He highlights the rapid implementation of this initiative within three months and addresses the necessity of banning foreign AI models like Deep Seek to prevent sensitive data exposure. Additionally, Michael outlines the department's commitment to supporting multiple AI models across various security classifications to enhance operational efficiency and maintain technological…
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Paramount Strikes Back, Ads In Gemini, Bieber’s Apple Beef | Diet TBPN
9 december 2025 · 29 min
Our favorite moments from today's show, in under 30 minutes. Lees meer
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Public - https://public.com
AdQuick - https://adquick.com
Bezel - https://getbezel.com
Numeral - https://www.numeralhq.com
Polymarket - https://polymarket.com
Attio - https://attio.com/tbpn
Fin - https://fin.ai/tbpn
Graphite - https://graphite.dev
Restream - https://restream.io
Profound - https://tryprofound.com
Julius AI - https://julius.ai
turbopuffer - https://turbopuffer.com
fal - https://fal.ai
Privy - https://privy.io
Cognition - https://cognition.ai
Gemini - https://gemini.google.comFollow TBPN:
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Netflix's Size is Not Size, Ads in Google Gemini, Prediction Markets on a Tear | Rich Greenfield, Delian Asparouhov, Sarah Harrelson, Morgan Housel, Andrew Pignanelli, Brian Mehler, Will Wilson
8 december 2025 · 3 uur 4 min
(01:57) - Rich Greenfield, a partner and media analyst at LightShed Partners, discusses the complexities of the ongoing bidding war between Netflix and Paramount for Warner Bros., highlighting the antitrust implications and the evolving competitive landscape in the streaming industry. He emphasizes that defining the market narrowly to only include premium subscription streaming services overlooks the vast competition from platforms like YouTube and traditional television, making antitrust evaluations challenging. Greenfield also notes that both Netflix and Paramount aim to leverage Warner Bros.' extensive content library to enhance their offerings, with Netflix's algorithmic prowess potentially revitalizing underutilized assets. Lees meer
(21:06) - Timeline Reactions to WB Bidding War
(44:11) - 𝕏 Timeline Reactions
(53:52) - Prediction Markets on a Tear
(01:03:11) - Delian Asparouhov is a Partner at Founders Fund and Co-Founder and President of Varda Space Industries, a company pioneering in-space manufacturing of pharmaceuticals and advanced materials. In the conversation, he discusses the appointment of Jared Isaacman as NASA Administrator, emphasizing Isaacman's leadership qualities and the positive impact on the commercial space industry. He also explores the strategic importance of lunar missions, advocating for the Moon as a critical step toward Mars exploration, and highlights the potential of space-based infrastructure like mass drivers for efficient transportation of materials.
(01:32:03) - Sarah Harrelson, founder and editor-in-chief of Cultured magazine, discusses the magazine's focus on contemporary arts and its holistic approach to content. She shares insights on the evolving art market, noting a recent correction and the importance of collectors who buy in both good and bad markets. Harrelson also reflects on the current challenges facing Los Angeles's art scene, emphasizing the need for new theaters and innovative approaches to engage audiences.
(02:01:2…
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Netflix Acquires Warner Brothers, Apple’s Leadership Shakeup, SpaceX Prepares For IPO | Diet TBPN
6 december 2025 · 24 min
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Live @ NYSE, Netflix to Acquire Warner Bros. | Keith Rabois, Emily Sundberg, Adam Faze
5 december 2025 · 2 uur 27 min
(00:43) - Netflix to Acquire Warner Bros. Lees meer
(21:04) - 𝕏 Timeline Reactions
(40:44) - Keith Rabois is a veteran Silicon Valley operator and investor, known for senior roles at PayPal, LinkedIn, and Square, and as a general partner at top venture firms including Khosla Ventures and Founders Fund. He’s recognized for his sharp strategic instincts, contrarian takes on markets and company building, and for backing category-defining startups across fintech, real estate, and AI.
(01:23:27) - Lynn Martin, the 68th president of the New York Stock Exchange and chair of Fixed Income & Data Services at Intercontinental Exchange, discusses the NYSE's annual tree lighting ceremony, highlighting the participation of celebrities, mascots, and charitable organizations, and emphasizes the event's role in fostering community engagement and supporting listed companies. She also touches on the significance of ETFs, noting their impact on financial markets by providing liquidity and transparency, and anticipates a busy start to 2026 for IPOs, acknowledging potential market volatility due to upcoming midterm elections.
(01:36:50) - Emily Sundberg is a New York–based writer and director, best known for her daily business newsletter, "Feed Me," which has grown into a seven-figure Substack enterprise with over 150,000 readers. In the conversation, she discusses the expansion of "Feed Me" into podcasting with the launch of "Expense Account," hosted by resident food critic J Lee, and her plans to extend coverage to California, acknowledging the significant portion of her readership based there. Additionally, Sundberg reflects on the competitive landscape between platforms like Substack and Patreon, emphasizing the importance of nurturing new talent rather than poaching existing creators.
(02:03:00) - Adam Faze is a 28-year-old American film producer and entrepreneur, known for co-founding the production company Must Be Nice and serving as studio chief at FazeWorld. In the conversation, he …
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Live From NYSE, The Gemini Win Scenario, OpenAI Monetizing With Ads | Diet TBPN
5 december 2025 · 27 min
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NYSE Gigastream, Jim Cramer Joins, 𝕏 Timeline Reactions | Eric Glyman, John Zito, Katie Deighton
4 december 2025 · 2 uur 29 min
(01:40) - 𝕏 Timeline Reactions Lees meer
(34:00) - Jim Cramer is the host of CNBC’s Mad Money and co-founder of TheStreet. A former hedge fund manager, he became one of the most recognizable financial commentators in the U.S., known for his energetic style and market analysis. Cramer continues to cover stocks, investing trends, and business news across television and digital platforms.
(01:13:50) - 𝕏 Timeline Reactions
(01:15:58) - Eric Glyman, co-founder and CEO of Ramp, a leading finance automation platform, discusses the company's strategic decision to establish its headquarters in New York City, emphasizing the city's unique entrepreneurial spirit and talent pool. He contrasts this with the West Coast's corporate culture, highlighting New York's supportive environment for startups. Glyman also shares insights into Ramp's hiring philosophy, focusing on identifying individuals with high potential and providing them with significant responsibilities to foster rapid growth and development.
(01:31:39) - John Zito, Co-President of Apollo Asset Management and Head of Credit, discusses Apollo's role as a leading alternative asset manager with over $900 billion in assets, emphasizing its significant presence in private credit and its ability to provide long-term financing solutions for large-scale projects. He highlights the firm's integrated approach to investment, offering tailored capital solutions across the capital structure, and underscores the importance of building a strong organizational culture by recruiting individuals with purpose and high character. Zito also touches on the evolving landscape of private credit, noting its growing role in financing asset-heavy industries like AI and defense, and the necessity for companies to adapt to this shift by partnering with trusted capital providers.
(01:53:20) - 𝕏 Timeline Reactions
(01:55:07) - Katie Deighton is a reporter for The Wall Street Journal, covering topics related to brands, marketing, advertising, and media.…
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Will AWS Buy Google’s TPUs, Remembering Claude The Gator, Ricursive Raises $35M | Diet TBPN
4 december 2025 · 27 min
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🟠 YC Demo Day, Paul Graham Joins, Will AWS Buy TPUs From Google? | Harj Taggar, Paul Graham & Jessica Livingston, Richard Wang, Philip Ho, Ali Attar, Kurush Dubash & More
3 december 2025 · 2 uur 55 min
(00:00) - produce production-quality marketing videos scripted, generated, and edited by a multi-agent AI system in about 72 hours. Their work has already seen traction: one of their launch videos reportedly hit over 1 million views, and they average hundreds of thousands of organic views across their campaigns. Lees meer
(01:23) - Will AWS Buy TPUs From Google?
(20:51) - 𝕏 Timeline Reactions
(46:33) - Harj Taggar, a Managing Partner at Y Combinator and co-founder of Triplebyte and Auctomatic, discusses the evolving landscape for startups, highlighting the increased ease of selling to both government entities and Fortune 500 companies. He emphasizes that the choice between these paths depends on the product type, noting that AI advancements have opened new opportunities for startups to secure large clients directly. Taggar also observes a trend where companies are adopting AI-native, full-stack approaches, integrating AI into their core operations rather than merely offering AI tools to existing firms.
(59:39) - Richard Wang is co-founder and CEO of Clad Labs, a startup building “CHAD: The Brainrot IDE,” an AI-powered development environment designed to blend coding with leisure workflows.
(01:06:32) - Philip Ho, Absurd is a San-Francisco–based startup that builds AI-powered brand and performance ads at scale.
(01:18:23) - Ali Attar, co-founder of Lightberry, discusses the company's mission to develop an operating system that enables humanoid robots to interact with humans through natural language, eliminating the need for coding. He highlights their collaboration with manufacturers like Unitree to integrate this software, allowing robots to perform tasks such as emceeing events autonomously. Attar also emphasizes the potential for diverse robot applications, including security roles, and envisions a future where robots are prevalent in public spaces, interacting seamlessly with people.
(01:29:59) - Kurush Dubash, co-founder and CEO of Dome, discusses how Dome provide…
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The World’s Fastest Growing Defense Company, OpenAI’s Code Red, Google Strikes Back | Diet TBPN
3 december 2025 · 30 min
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🔴 CODE RED 🔴, AWS CEO Joins, Tae Kim Tells All | Matt Garman, Tae Kim, Tarek Mansour, Matt Mullenweg, Jason Fried
3 december 2025 · 3 uur 11 min
(00:19) - Papperger Pushes Rheinmetall to Top Lees meer
(13:35) - 𝕏 Timeline Reactions
(16:11) - Anduril Says Failures are Part of Development
(20:21) - 🔴 CODE RED 🔴
(38:35) - 𝕏 Timeline Reactions
(56:20) - Stratechery: Gemini Spurs New AI Infra Race
(01:30:37) - 𝕏 Timeline Reactions
(01:42:23) - Matt Garman, CEO of Amazon Web Services (AWS), discussed several key announcements at AWS re:Invent 2025, including the introduction of frontier agents designed to enhance software development, operations, and security through autonomous capabilities. He also highlighted the launch of Nova 2, AWS's latest Frontier AI models, and Nova Forge, a tool enabling customers to integrate their own data into pre-training checkpoints to create customized models. Additionally, Garman announced the general availability of Trainium 3, AWS's new chip aimed at accelerating training and inference processes for customers.
(01:55:08) - Tae Kim, a senior writer for Barron's and author of "The Nvidia Way," discusses Nvidia's unique corporate culture under CEO Jensen Huang, emphasizing its blunt communication style, agility in decision-making, and meritocratic approach to talent recruitment. He highlights how these factors have contributed to Nvidia's sustained success and ability to outmaneuver competitors. Kim also addresses the company's strategies in navigating challenges such as competition from Google's TPUs and geopolitical issues affecting sales in China.
(02:23:05) - Tarek Mansour, co-founder and CEO of Kalshi, a leading prediction market platform, discusses the company's recent $1 billion Series E funding round, which elevated its valuation to $11 billion. He highlights the mainstream adoption of prediction markets, attributing this shift to factors such as declining trust in traditional media, the legalization of such markets, and their integration into daily activities like sports viewing. Mansour also addresses Kalshi's strategic partnerships with platforms like Robinhood and Coinba…
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ChatGPT’s Three Year Anniversary, OpenAI Partners With Thrive, David Sacks Vs The New York Times | Diet TBPN
2 december 2025 · 28 min
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David Sacked by NYT, Sir Dylan Patel Joins, Kushner & Sama are Thriving | Ro Khanna, Jonathan Swerdlin, Cristóbal Valenzuela, Vincent Weisser, Ben Hylak, Alby Churven
2 december 2025 · 3 uur 26 min
(00:16) - Alby Churven is a teenage entrepreneur from Sydney who, by age 14, has already founded Finkle, a gamified learning platform aimed at teaching teens coding, entrepreneurship, AI, and real-world skills. He began coding when he was six years old, and previously built Roblox games and a youth-oriented soccer brand before pitching Finkle to Y Combinator (Winter 2026). Alby’s vision blends youthful creativity with a mission to rethink education — and his journey has drawn global attention for ambition and boldness. Lees meer
(07:22) - Three Years Since the Launch of ChatGPT
(13:06) - Gemini Surges
(20:17) - David Sacked by NYT
(39:54) - 𝕏 Timeline Reactions
(01:01:19) - Dylan Patel, Founder and Chief Analyst at SemiAnalysis, discusses Google's strategy to sell Tensor Processing Units (TPUs) externally, highlighting the challenges posed by their non-standard design and the need for broader software support. He emphasizes the importance of open-source software in expanding TPU adoption and notes that while Google's internal software stack is robust, making it accessible to external customers is crucial. Patel also touches on the competitive dynamics between Google and Nvidia, particularly regarding hardware performance, software ecosystems, and market positioning.
(01:33:48) - Ro Khanna, a Democratic U.S. Representative from California's 17th congressional district, is known for his advocacy on technology, economic equity, and transparency. In the conversation, he discusses his legislative efforts, including the bipartisan Epstein Files Transparency Act, which mandates the release of all Justice Department files related to Jeffrey Epstein, aiming to hold powerful individuals accountable and restore public trust. Khanna also addresses the impact of artificial intelligence on employment, emphasizing the need for policies that enhance human capabilities rather than replace workers, and highlights the importance of balancing technological advancement with job preservatio…
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Black Friday Gigastream with Shopify | Harley Finkelstein, Noel Mack, Sara Foster, Sean Frank, Kat Cole, Peter Rahal, Farhan Thawar, Torin Herndon, Kevin Harwood, Nish Samantray, Bené Eaton, Brian Keller
29 november 2025 · 3 uur 20 min
(06:32) - Harley Finkelstein is the President of Shopify, helping lead the company’s global commerce strategy and long-term vision. He works closely with founders, brands, and entrepreneurs building businesses on the platform. Harley is also a prominent voice on entrepreneurship and the future of retail. Lees meer
(36:06) - Noel Mack is the Chief Brand Officer (CBO) of Gymshark, responsible for the company’s global brand, creative, and community strategy. He has helped shape Gymshark into a culturally resonant fitness and lifestyle brand. Noel is known for his focus on creators, storytelling, and social-first marketing.
(47:34) - 𝕏 Timeline Reactions
(59:35) - Sara Foster is the Co-Founder of Favorite Daughter, a women’s apparel brand she built with her sister Erin. At Favorite Daughter, she focuses on brand, creative direction, and product vision. Sara also brings a background in entertainment and media to her work as a founder.
(01:12:38) - Peter Rahal is the CEO of David, where he is focused on building new products and brands in consumer and food. As a founder-operator, he brings deep experience in scaling packaged goods and modern CPG playbooks. At David, Peter is focused on long-term, disciplined company building.
(01:35:36) - Farhan Thawar is VP & Head of Engineering at Shopify, where he leads large engineering teams building the company’s core products and infrastructure. He focuses on scaling systems, improving developer experience, and shipping fast at massive scale. Farhan is known for his practical, high-velocity approach to engineering leadership.
(01:41:26) - Torin Herndon is the CEO of ModRetro, a company focused on nostalgic, design-forward consumer products. He oversees product, brand, and overall company strategy. Torin blends design, storytelling, and physical product development to build memorable experiences.
(01:53:19) - Kevin Harwood is the CTO of Tecovas, leading technology, data, and digital product for the modern western wear brand. He focuse…
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Ilya Sutskever on Dwarkesh Patel Reaction, NVIDIA’s Response to Google’s AI Progress, Trump Unveils Genesis | Diet TBPN
26 november 2025 · 27 min
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Crémieux & Kian on Nucleus Genomics, Michael Kratsios on Genesis, Nvidia Responds to TPU Progress | Kian Sadeghi, Joe Weisenthal, Sebastian Siemiatkowski, David Faugno, Keller Rinaudo, Royce Branning
26 november 2025 · 3 uur 34 min
(01:53) - 𝕏 Timeline Reactions Lees meer
(13:14) - Nvidia Responds to TPU Sales
(22:15) - Trump Launches Genesis
(25:40) - Trait-Based Embryo Selection Ethics Breakdown
(45:17) - Cremieux, a critic of Nucleus Genomics' embryo selection product, discusses the company's misleading claims about their technology's capabilities, particularly in predicting complex traits like intelligence and appearance. He highlights the scientific implausibility of their assertions, noting that their methods cannot reliably predict such traits, and expresses concern over the ethical implications of offering parents a false sense of control over their future children's genetics. Cremieux also points out the potential harm in promoting a product that lacks scientific validation, emphasizing the need for transparency and accuracy in genetic testing services.
(01:05:01) - Kian Sadeghi, founder and CEO of Nucleus, a company specializing in consumer genetic testing and analysis, discusses the transparency and accessibility of Nucleus's scientific models, emphasizing that their science is public and available for independent evaluation. He addresses concerns about the authenticity of customer reviews, explaining that due to HIPAA regulations, real patient names and images cannot be disclosed, and acknowledges the need to update their website to clarify the use of anonymized information. Sadeghi also highlights the evolving nature of genetic models, noting that updates are part of their commitment to providing accurate and up-to-date information to patients.
(01:28:58) - Joe Weisenthal, born September 2, 1980, in Detroit, Michigan, is an American journalist and television presenter, currently serving as the executive editor of news for Bloomberg's digital brands and co-host of the "Odd Lots" podcast. In the conversation, he discusses the prolonged timeline before AI and robotics significantly impact sectors like elder care, referencing Honda's Asimo robot's initial promise to assist the elderly. H…
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Reverse Engineering 200 AI Startups, Nucleus Genomics Controversy, Drone Hunting | Diet TBPN
25 november 2025 · 27 min
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Reviewing the Best AI Apps, Anthropic Unveils Claude 4.5 Opus, Doug DeMuro | Sholto Douglas, Quinn Slack, Alex Stauffer & Alex Shevchenko
25 november 2025 · 3 uur 11 min
(02:06) - Reviewing the Best AI Apps Lees meer
(24:32) - 𝕏 Timeline Reactions
(26:31) - Sholto Douglas, a Member of Technical Staff at Anthropic, discusses the launch of Claude Opus 4.5, highlighting its superior coding capabilities and efficiency in handling complex tasks. He emphasizes the model's advancements in vision understanding, particularly in interpreting front-end designs, while noting that generating images is not a current focus. Douglas also addresses the ongoing benefits of scaling in AI development, expressing confidence in continued progress and the potential for models to autonomously perform tasks with minimal human intervention.
(01:00:44) - OpenAI Builds New Hardware Team with Jony Ive
(01:05:00) - Timeline Reactions
(01:31:48) - Doug DeMuro is an automotive YouTuber and entrepreneur known for his detailed, humorous car reviews and his signature “DougScore” rating system. He’s also the founder of Cars & Bids, an online auction platform focused on modern enthusiast vehicles.
(02:26:11) - Alex Stauffer & Alex Shevchenko, Leads at Ramp Labs, discuss the development of Ramp Sheets, an AI-driven spreadsheet tool designed to enhance financial modeling and analysis. Initially an internal experiment to assist Ramp's finance team, the project evolved into a public web-based platform, allowing users to quickly create models without replacing existing tools like Excel. Since its recent launch, Ramp Sheets has gained significant traction, with thousands of users daily, including students, professors, and professionals across various industries.
(02:36:00) - Quinn Slack, CEO and co-founder of Amp & Sourcegraph, discusses the integration of advertisements into their AI coding agent, Amp, to offer it for free while offsetting operational costs. He highlights the unique opportunity to display targeted ads within the coding environment, leveraging developers' continuous engagement with the tool. Slack also emphasizes the potential for partnerships and the importan…
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The State of AI: A Field Trip to TBPN’s Aura Farm + Today’s Top Tech Stories | Diet TBPN
22 november 2025 · 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
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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Guide to the AI Barnyard, Eli Lilly Hits $1T Valuation, Has AI Ruined the Em Dash? | Julia Steinberg, Bobby Ghoshal
21 november 2025 · 2 uur 44 min
(00:11) - Eli Lilly Hits $1T Valuation Lees meer
(11:24) - Adobe to Buy Semrush for $1.9B
(15:27) - Guide to the AI Barnyard
(44:13) - AMD Chief Challenges Nvidia Dominance
(57:13) - WSJ Mansion Section
(01:04:30) - Has AI Ruined the Em Dash?
(01:14:36) - 𝕏 Timeline Reactions
(01:52:42) - Julia Steinberg, General Manager of Books and editor at Arena Magazine, discusses the upcoming release of Arena's Issue 006, themed "An Ode to Capitalism," scheduled for December 1st. She reflects on the challenges of large-scale government infrastructure projects, expressing skepticism about their efficiency compared to private sector initiatives. Additionally, she shares her experiences living in San Francisco, highlighting issues like homelessness and public safety, and notes the city's efforts to improve conditions during major events.
(02:24:11) - Bobby Ghoshal, co-founder and CEO of Dupe.com, discusses how Dupe serves as a shopping companion that helps users find desired products or similar alternatives at better prices, emphasizing its role in providing confidence to shoppers. He highlights the challenges in building the product experience, noting the importance of partnerships with brands to access live inventory, pricing, and customer behavior data, which are crucial for accurate recommendations. Ghoshal also shares the company's growth, mentioning that Dupe has reached approximately 18 million shoppers and is approaching $100 million in gross merchandise value, with plans to expand into categories like fashion and perfumes.
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Nvidia Q3 Earnings, Travis Kalanick's New Startup, Google's Nano Banana Pro Reactions | Diet TBPN
21 november 2025 · 26 min
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NVIDIA Beats Earnings, Google Launches Nano Banana Pro, 𝕏 Timeline Reactions | David Chang, Loredana Crisan, Tarek Alaruri, Tony Zhao, Nikita Rudin
21 november 2025 · 3 uur 3 min
(00:15) - NVIDIA Earnings Reactions Lees meer
(18:23) - Google Launches Nano Banana Pro
(22:56) - David Chang is an American chef, restaurateur, author, and TV personality, best known as the founder of the Momofuku restaurant group. He has received six James Beard Awards and was named one of Esquire's "most influential people of the 21st century." In his conversation, Chang discusses his culinary journey, the evolution of his restaurants, and his experiences in the food industry.
(55:52) - David Chang is an American chef, restaurateur, and media personality, best known as the founder of the Momofuku restaurant group and host of "The Dave Chang Show" podcast. In the conversation, he discusses his diverse culinary ventures, including restaurants ranging from quick service to fine dining, and his expansion into consumer packaged goods like sauces and noodles. He also highlights the evolution of his podcast, noting its upcoming move to Netflix as part of a broader partnership to bring video podcasts to the streaming platform.
(01:34:54) - Loredana Crisan is the Chief Design Officer at Figma, having joined the company in August 2025 after nearly a decade at Meta, where she led teams for Messenger, Instagram Direct Messaging, and consumer AI products. In her recent conversation, Crisan discusses the transformative impact of AI on product development, emphasizing Figma's role in creating a creative environment that bridges various disciplines to bring ideas to fruition. She highlights the importance of AI as a tool that empowers designers without constraining them, enabling precise control and fostering inspiration throughout the creative process.
(01:49:25) - Nano Banana Pro Reactions
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(02:23:19) - Tarek Alaruri, CEO and Co-founder of Stuut, an AI-driven accounts receivable automation platform, discusses the company's recent $29.5 million Series A funding led by Andreessen Horowitz. He explains how Stuut's AI technology streamlines the colle…
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Cloudflare Outage, iMessages in Gemini 3, 𝕏 Reactions to Gemini 3 | Diet TBPN
20 november 2025 · 28 min
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Gemini 3 Reactions, Cloudflare Outage, The Upsides of Bubbles | Byrne Hobart, Glenn Hutchins, Yogi Goel, Sam Jones, Ali Madani, Amit Jain
19 november 2025 · 3 uur 5 min
(01:04) - iMessages in Gemini 3 Lees meer
(10:52) - 𝕏 Timeline Reactions to Gemini 3
(28:29) - 𝕏 Timeline Reactions
(01:05:11) - CloudFlare Outage
(01:16:16) - Byrne Hobart on the Upsides of Bubbles
(01:30:12) - Byrne Hobart is an investor, consultant, and writer, best known for his newsletter "The Diff," which explores inflection points in finance and technology. He is also a partner at Anomaly, a frontier tech investment firm, and co-authored "Boom: Bubbles and the End of Stagnation," published by Stripe Press in November 2024. In the conversation, Hobart discusses the role of financial bubbles in driving innovation, arguing that while often viewed negatively, bubbles can coordinate market participants to overbuild infrastructure, thereby laying the groundwork for future technological advancements.
(02:06:34) - Glenn Hutchins, co-founder of Silver Lake Partners and chairman of North Island Ventures, discusses his career trajectory, highlighting his roles at Thomas H. Lee Partners, the Clinton administration, Blackstone Group, and the founding of Silver Lake in 1999. He emphasizes the evolution of private equity, noting key financial innovations like the capital asset pricing model and Black-Scholes option pricing, which enabled the valuation and financing of technology companies. Hutchins also addresses the rapid growth and capital demands of AI infrastructure, comparing it to historical technological shifts, and underscores the importance of strategic investment and adaptability in the face of evolving market dynamics.
(02:35:17) - Yogi Goel, founder of Maxima, an enterprise accounting platform, discusses their recent $41 million funding round and how their AI-driven system integrates with existing ERPs to automate financial processes and detect anomalies, aiming to reduce errors and inefficiencies in accounting.
(02:40:40) - Sam Jones, CEO and co-founder of Method Security, announced the company's $26 million combined seed and Series A funding from Andreessen Hor…
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Google Gemini 3 Reactions, Google Antigravity, Anthropic-Nvidia-Microsoft Deal | Diet TBPN
19 november 2025 · 30 min
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Gemini 3 Launch, Big Tech Backs Anthropic, OpenAI Adds Fidji Simo | Jonathan Neman, Mike Knoop, Ashlee Vance, Jeremy Epling, Keone Hon, Stephen Balaban
18 november 2025 · 3 uur 20 min
(00:34) - Gemini 3 Launch Lees meer
(30:54) - Mike Knoop, co-founder and Head of AI at Zapier, discussed the significant advancements of Google's Gemini 3 model, highlighting its achievement of doubling the state-of-the-art performance on the ARC v2 benchmark. He noted that, despite this progress, the model still exhibits unexpected errors on simpler tasks, suggesting areas for further research. Knoop emphasized the need for new ideas to address these challenges and expressed optimism about the potential for mass automation enabled by AI reasoning systems.
(59:11) - Jonathan Neman, co-founder and CEO of Sweetgreen, discusses the journey of starting the company in 2007 with two friends during their senior year at Georgetown University, aiming to create a healthy fast-food alternative. He highlights the challenges of scaling the business, including decisions against franchising to maintain quality, and the integration of automation like the "infinite kitchen" to enhance efficiency. Neman also addresses adapting to consumer trends, such as eliminating seed oils from their menu, and emphasizes the importance of strategic real estate choices and responding to evolving customer preferences.
(01:32:38) - Ashlee Vance is an American journalist and author, renowned for his 2015 biography of Elon Musk and his work as a feature writer for Bloomberg Businessweek. In the conversation, Vance discusses his recent travels across the U.S. to film episodes on hard tech innovations, including visits to Tennessee, Detroit, New England, and Texas. He delves into topics such as humanoid robotics, the dominance of Chinese manufacturers in actuator production, and the challenges facing the U.S. robotics industry. Vance also shares insights on under-hyped hard tech companies, the progress of autonomous vehicles, and the potential resurgence of airships for cargo transport.
(02:01:15) - 𝕏 Timeline Reactions
(02:09:34) - OpenAI Adds Fidji Simo
(02:19:06) - Saudi Arabia to Invest $1T in the U.S.
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Jeff Bezos’ New AI Startup, Yann LeCun Says LLMs are a Dead End, Thiel’s Fund Sells NVIDIA | Diet TBPN
18 november 2025 · 27 min
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Bezos Launches AI Startup, GPT-4o Debate, LeCun’s LLM Revolt | Eric Glyman, Stacy Rasgon, Luca Ferrari, Healey Cypher, John Tenet, Reed Duchscher
18 november 2025 · 3 uur 52 min
(01:02) - The GPT4o Debate Lees meer
(15:24) - Bezos's AI Startup
(26:27) - Yann LeCun's Says LLM's are a Dead End
(33:00) - 𝕏 Timeline Reactions
(01:13:48) - Eric Glyman, co-founder and CEO of Ramp, a financial operations platform, announced a $300 million funding round led by Lightspeed Venture Partners, elevating the company's valuation to $32 billion. He highlighted Ramp's exceptional growth, noting that the company is doubling its revenue at a scale exceeding $1 billion annually, outpacing the median publicly traded software company by tenfold in gross profit growth. Glyman also emphasized the transformative impact of AI on Ramp's services, enabling automated expense management and accounting, thereby enhancing business efficiency and profitability.
(01:33:32) - Stacy Rasgon, a Managing Director and Senior Analyst at Bernstein Research, specializes in U.S. semiconductors and semiconductor capital equipment. In the conversation, he discusses the robust demand in the AI sector, noting that companies are rapidly deploying GPUs to meet computing needs, contrasting this with the underutilized infrastructure of past tech bubbles. He emphasizes that the current AI growth is driven by genuine demand and strategic investments, suggesting a sustained period of expansion rather than a speculative bubble.
(02:01:45) - 𝕏 Timeline Reactions
(02:17:32) - Luca Ferrari, co-founder and CEO of Bending Spoons, an Italian technology company specializing in mobile applications, discusses the company's strategy of acquiring digital businesses with untapped potential and transforming them through extensive software redevelopment, infrastructure re-architecture, and feature enhancements. He highlights the recent acquisition of AOL, emphasizing plans to modernize its products using AI to improve content recommendations and user experience. Ferrari also elaborates on Bending Spoons' approach to maintaining the autonomy of its business units to preserve brand value and operational agility.
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Blue Origin Lands Rocket, Valve Drops Steam Machine, Cantor Group Surges | Diet TBPN
15 november 2025 · 27 min
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Blue Origin's Historic Landing, Valve Unveils Steam Machine Console, 2wai Reactions | Everett Randle, Adam Faze
14 november 2025 · 3 uur 7 min
(02:07) - Blue Origin Lands New Glenn Rocket Lees meer
(15:58) - Valve Unveils Steam Machine Console
(25:38) - 𝕏 Timeline Reactions
(30:17) - Cantor Group Posts Record Year
(50:24) - Will Manidis: "In The Flow"
(01:02:47) - 𝕏 Timeline Reactions
(01:25:49) - 2WAI Reactions
(01:31:07) - Everett Randle is a venture capitalist and writer best known for his sharp essays on startup strategy, founder psychology, and the dynamics of elite tech ecosystems. He previously worked at Founders Fund and is widely read for articulating the unwritten rules and cultural patterns of Silicon Valley.
(02:31:56) - Adam Faze, CEO of Gymnasium, a digital television studio producing short-form unscripted series for platforms like TikTok and Instagram, discusses his journey from traditional Hollywood to founding Gymnasium, emphasizing the shift towards digital content consumption. He highlights the success of shows like "Keep the Meter Running," which became a viral hit in New York City, illustrating the potential of high-quality, short-form content on social media platforms. Faze also touches on the evolving media landscape, noting that platforms like TikTok have become the new television, and discusses the role of artificial intelligence in empowering individual creators to produce blockbuster-level content independently.
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Thursday's Diet TBPN
14 november 2025 · 24 min
Our favorite moments from today's show, in under 30 minutes. Lees meer
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AI Boom Stalls, Blue Owl’s Next Move, ChatGPT Growth Concerns | Jeffrey Katzenberg, The Winklevoss Twins, Hims & Hers CEO Andrew Dudum, Coatue’s Spencer Peterson, Max Hodak, Melisa Tokmak, Tomás Puig
14 november 2025 · 3 uur 8 min
(00:20) - AI Boom Hits Speed Bump Lees meer
(11:56) - Will Blue Owl Capital Fly Higher?
(26:08) - AI Boom Hits Speed Bump
(34:35) - 𝕏 Timeline Reactions
(59:12) - Spencer Peterson, a general partner at Coatue Ventures, leads their growth fund focusing on late-stage, transformative technology companies. In the conversation, he discusses Coatue's investment in Cursor, an AI-assisted software development service developed by Anysphere, highlighting its rapid growth to a $9.9 billion valuation and $500 million in annual recurring revenue. Peterson emphasizes Cursor's unique culture, exceptional team, and the broader potential of AI in software development, noting the significant opportunities in the expanding market.
(01:25:50) - Tyler and Cameron Winklevoss, co-founders of Gemini and Winklevoss Capital, discuss the launch of Cypherpunk Technologies, a rebranded public company focused on privacy and self-sovereignty. They highlight the company's recent $50 million investment in Zcash (ZEC), purchasing 203,775.27 ZEC at an average price of $245 per token, and their long-term commitment to holding these assets. The twins emphasize their belief in Zcash as a means to move value privately and their strategy to avoid fast capital by being the largest investors in the company.
(01:29:49) - Max Hodak, a biomedical engineer and entrepreneur, is the founder and CEO of Science Corporation, a neurotechnology company developing brain-computer interfaces and retinal prostheses. In the conversation, he discusses his journey from co-founding Neuralink to establishing Science Corp, focusing on their development of the Science Eye—a visual prosthesis aimed at restoring vision for individuals with conditions like retinitis pigmentosa and age-related macular degeneration. He also elaborates on the company's innovative approach to brain-machine interfaces, emphasizing non-invasive technologies that avoid the need for in-skull implants.
(02:02:27) - Andrew Dudum, founder and CEO of Hims & Her…
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Wednesday’s Diet TBPN
13 november 2025 · 28 min
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Rage Baiting is for Losers, Everett Randle’s 5x Controversy | Jordan Nanos, Brian Halligan, Dr. Fei-Fei Li, Scott Sanders, Jeremy Allaire, Vladimir Novakovski, Andrew D'Souza, Parag Agrawal
13 november 2025 · 3 uur 26 min
(00:43) - Rage Baiting is for Losers Lees meer
(27:45) - Everett Randle’s 5x Controversy
(38:07) - Rage Baiting is for Losers
(42:08) - Dwarkesh Patel’s Satya Interview
(01:00:04) - 𝕏 Timeline Reactions
(01:01:56) - Jordan Nanos, a Member of Technical Staff at SemiAnalysis, discusses the depreciation practices of hyperscalers like Meta, Azure, Oracle, and Google, noting their extension of IT asset lifecycles from three to five years up to six years, which Michael Burry argues artificially boosts earnings. He highlights that Nvidia's two-to-three-year product cycles could pressure companies to upgrade hardware more frequently, potentially leading to increased capital expenditures. Nanos also emphasizes the importance of considering the operational lifespan and performance of GPUs, suggesting that while hardware may be used longer, rapid technological advancements might necessitate earlier replacements to maintain competitive performance.
(01:32:07) - Brian Halligan, co-founder and former CEO of HubSpot, now serves as a senior advisor at Sequoia Capital, where he coaches startup founders. In the conversation, he discusses his role at Sequoia, coaching CEOs building AI-driven companies, and his new podcast launching tomorrow, which explores modern CEO practices. He also reflects on the evolving CEO playbook, highlighting unique leadership styles of figures like Jensen Huang and Elon Musk, and notes the emergence of 'five-tool' CEOs proficient in vision, coding, design, recruitment, and sales.
(01:59:16) - Dr. Fei-Fei Li, a renowned computer scientist and co-founder of World Labs, discusses her company's vision to advance artificial intelligence by enhancing spatial intelligence, enabling AI systems to understand and interact with the three-dimensional physical world. She highlights the development of Marble, World Labs' first commercial product, which generates 3D virtual environments from text, images, or video inputs, aiming to empower creators in fields like gaming, v…
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AGI in 2035, SoftBank Sells Nvidia, Buffett Goes Quiet | Diet TBPN
12 november 2025 · 23 min
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AGI in 2035, SoftBank Sells Nvidia, Buffett Goes Quiet | Casey Handmer, Growing Daniel, JD Ross, Scott Shapiro, Laurence Allen
12 november 2025 · 3 uur 18 min
(04:18) - AGI in 2035 Lees meer
(21:28) - SoftBank’s OpenAI Windfall
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(01:25:49) - Casey Handmer is a physicist-engineer and entrepreneur who earned a PhD in theoretical physics from California Institute of Technology (Caltech) and worked at Jet Propulsion Laboratory before founding Terraform Industries to build large-scale systems that convert sunlight and air into synthetic hydrocarbons.
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(02:10:21) - Growing Daniel, a tech industry commentator, discusses the importance of moral discernment in technology development, emphasizing that creators should strive to build products beneficial to society. He critiques the trend of funding ventures like gambling apps, arguing that such investments prioritize profit over societal well-being. Daniel also highlights the need for self-reflection among tech leaders, urging them to consider the ethical implications of their innovations.
(02:32:11) - JD Ross, co-founder of Opendoor and WithCoverage, discusses his transition from real estate to the insurance industry, emphasizing the importance of aligning business incentives with customer needs. He highlights the value of offering return policies in home buying to build trust and ensure product quality, and shares insights on integrating AI into business operations to enhance efficiency and customer experience.
(02:46:58) - Scott Shapiro, a former product leader at Facebook and Google, joined Coinbase in 2019 to lead the core consumer app product team, aiming to make cryptocurrency more accessible. In the conversation, he discusses Coinbase's launch of a new platform for individual investors to purchase digital tokens before they are listed on its exchange, with Monad being the first to sell its digital coin on this platform. He emphasizes the platform's focus on retail investors, the improved regulatory environment, and the commitment to quality over quantity in token offerings.
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