Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after.Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella.TBPN is made possible by:Ramp - https://ramp.comPublic - https://public.comCisco - https://www.cisco.comConsole - https://www.console.comCrowdStrike - https://www.crowdstrike.comFigma - https://www.figma.comMongoDB - https://www.mongodb.comNYSE - https://www.nyse.comRailway - https://railway.comShopify - https://www.shopify.com/Follow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(05:04) - Recapping Anthropic Investor Day (15:04) - SELL EVERYTHING (23:24) - Inflation Heats Up (30:29) - 𝕏 Timeline Reactions (44:02) - Valar Atomics VC Feud (51:16) - Tesla Roadster Hype (01:00:53) - Porsche Mission S (01:04:49) - Reed Albergotti, Semafor’s San Francisco bureau chief and host of the Future Proof podcast, discusses Tesla’s self-driving technology, Microsoft’s AI strategy, Xbox’s future, and the debate over regulating open-source AI. He also examines the financial and infrastructure bottlenecks facing the AI industry as technology companies rapidly increase spending. (01:26:45) - Bryan Cantrill discusses founding Oxide Computer Company, where he serves as CTO and builds integrated rack-scale cloud computing systems for on-premises data centers. He explains Oxide’s technically ambitious hardware-software co-design, lessons from failed predecessors, patient enterprise sales strategy, and focus on profitability, operational efficiency, and building a generational company rather than pursuing an exit. (01:45:54) - Daniel Kimminau discusses founding Advanced Spade Company after working at SpaceX, The Boring Company, and Anduril, where he developed expertise in transportation and underground construction. He explains how the company uses integrated technology, mapping, and specialized equipment to make underground utility installation safer, faster, and more affordable. TBPN is made possible by:Ramp - https://ramp.comPublic - https://public.comCisco - https://www.cisco.comConsole - https://www.console.comCrowdStrike - https://www.crowdstrike.comFigma - https://www.figma.comMongoDB - https://www.mongodb.comNYSE - https://www.nyse.comRailway - https://railway.comShopify - https://www.shopify.comCodex - http://openAI.com/codexFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/tbpn/id1772360235https://www.youtube.com/@TBPNLive

Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after.Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella.TBPN is made possible by:Ramp - https://ramp.comPublic - https://public.comCisco - https://www.cisco.comConsole - https://www.console.comCrowdStrike - https://www.crowdstrike.comFigma - https://www.figma.comMongoDB - https://www.mongodb.comNYSE - https://www.nyse.comRailway - https://railway.comShopify - https://www.shopify.com/Follow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(01:46) - OpenAI Uncovers Spy Device (08:41) - Are Your Devices Listening to You? (20:13) - Apple x LG (24:59) - Home Devices Tier List (37:45) - XBOX Labs (40:46) - Inside The World of GTA 6 (43:38) - Kelly Clarkson's Bird Store Drama (52:27) - Thomas Neckel discusses co-founding Fragment, a New York fintech company building financial infrastructure designed for AI agents. He explains how Fragment translates contractual rules into deterministic financial workflows, enabling agents to automate complex processes such as payments, refunds, accounting, and insurance claims while preventing costly errors. (01:02:17) - Kabir Jain discusses his role as Erewhon’s Chief Growth Officer, overseeing technology, e-commerce, data, membership, and other growth initiatives beyond opening stores. He explains Erewhon’s disciplined expansion strategy, commissary-based operating model, influence on emerging consumer brands, celebrity collaborations, and focus on delivering a premium customer experience. (01:22:02) - Danielle Axman discusses founding Wilder Market, a premium neighborhood grocery concept opening in Midtown Miami, inspired by her search for thoughtfully sourced, high-quality food for her family. She highlights the market’s expert-developed product standards, Michelin-star culinary partnership, hospitality-focused experience, and potential expansion across South Florida and the Southeast. (01:30:45) - John Urschel, an MIT assistant professor of mathematics and former professional football player, discusses how AI is transforming mathematical research, education, and problem-solving. He argues that human understanding and creativity remain essential, predicts that mathematics will expand rather than be “solved,” and considers AI’s potential to improve football analytics. (01:44:48) - Nicholas Sharp discusses Attio’s new hybrid architecture for agentic revenue, which lets AI agents work with customer data while maintaining governance and security guardrails. The Attio co-founder and CEO also highlights how leading sales teams use AI for highly personalized customer experiences, his excitement about decision models, and Attio’s extensive use of its own products. (01:55:50) - Jason Ballard, co-founder and CEO of construction technology company ICON, discusses its $200 million Series D and mission to address the housing crisis using robotic 3D printing. He explains ICON’s cost-saving construction system, expansion into licensing its technology to builders, and work with NASA to develop lunar infrastructure using local materials. (02:05:41) - Erik Bernhardsson, co-founder and CEO of Modal, discusses the company’s rapid growth and its platform for simplifying AI infrastructure across numerous cloud providers. He highlights soaring demand for inference, training, and sandbox tools, along with opportunities in low-latency applications, alternative chips, and broader enterprise adoption. (02:14:59) - Josh Tyrangiel discusses how Elon Musk and Jeff Bezos are racing to vertically integrate the space economy through reusable rockets, satellite networks, orbital data centers, and AI. Drawing on his experience covering business and technology, he explains SpaceX’s commanding lead, Blue Origin’s efforts to catch up, and Bezos’s long-standing ambition to make space infrastructure central to Amazon, robotics, and advanced AI. (02:31:03) - Aida Baradari, founder of Dvalence, discusses Spectre, a device designed to prevent microphones from making unauthorized audio recordings. Baradari explains its privacy-focused technology, planned enterprise applications, current pricing and size, and the company’s efforts to launch and improve the product. TBPN is made possible by:Ramp - https://ramp.comPublic - https://public.comCisco - https://www.cisco.comConsole - https://www.console.comCrowdStrike - https://www.crowdstrike.comFigma - https://www.figma.comMongoDB - https://www.mongodb.comNYSE - https://www.nyse.comRailway - https://railway.comShopify - https://www.shopify.comCodex - http://openAI.com/codexFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/tbpn/id1772360235https://www.youtube.com/@TBPNLive

Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after.Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella.TBPN is made possible by:Ramp - https://ramp.comPublic - https://public.comCisco - https://www.cisco.comConsole - https://www.console.comCrowdStrike - https://www.crowdstrike.comFigma - https://www.figma.comMongoDB - https://www.mongodb.comNYSE - https://www.nyse.comRailway - https://railway.comShopify - https://www.shopify.com/Follow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(01:13) - Social Reckoning Review (14:12) - Muse Wonder (30:15) - Apple HomeView (43:36) - Anjney Midha, William Chu & Negin Oliver. Anjney “Anj” Midha, founder of venture firm AMP, discusses the Grid Trust, a $100 billion program anchored by Zurich Asset Management to expand affordable, reliable AI computing capacity for startups and public-sector users worldwide. He explains how pooling customers and hardware providers, along with AI-powered demand forecasting, can improve GPU utilization, reduce risk, and broaden access to compute. (59:52) - Neal Stephenson, an acclaimed science-fiction author known for *Snow Crash*, discusses fiction’s influence on technology, his preference for hands-on research, and the importance of grounding speculative ideas in social, cultural, and economic realities. He also explores AI-assisted storytelling, carbon removal, algorithmic misinformation, the erosion of societal norms, and overlooked science-fiction author Matt Ruff. (01:25:29) - Ravi Gupta & John Hegeman. Ravi Gupta discusses Ithaca Holdings’ acquisition of Bumble alongside co-founder and co-CEO John Hegeman. He explains their conviction that human relationships will become even more important in an AI-driven world and outlines plans to improve Bumble’s matching, profile quality, and user experience before focusing on monetization. (01:37:12) - Jack Goldberg discusses co-founding Yes Chef Group, transforming a passion for food into a global media brand centered on content, live events, and community. He shares the company’s rapid growth, strategic partnerships, expansion into long-form programming, and plans to build the next-generation Food Network while exploring opportunities in live streaming, technology, and consumer products. (01:59:42) - Oege De discusses XBOW’s AI-powered cybersecurity platform, which autonomously identifies vulnerabilities by replicating the work of skilled offensive security researchers. He highlights a critical Chrome exploit affecting one billion users that was discovered in six days using GPT-5, emphasizing the urgent need for automated security testing as advanced cyber capabilities become increasingly accessible. (02:09:30) - Nick Talken discusses Albert Invent, the chemistry-focused AI company he co-founded and leads as CEO, and its $55 million Series B led by TCV. He explains how Albert’s specialized models and proprietary customer data help scientists accelerate materials and chemical innovation in areas such as batteries, solar cells, biodegradable plastics, PFAS alternatives, and spaceflight. (02:16:20) - Jeff Holden discusses his career as an early Amazon engineer, creator of Amazon Prime, and founder and CEO of Atomic Machines. He explains how the company’s “Matter Compiler” aims to turn AI-generated designs into functional micromachines, enabling innovations in medicine, robotics, electronics, and other fields. (02:28:02) - Eli Manning & Michael Waldron. Eli Manning discusses how his Penn State walk-on prank inspired Chad Powers and how his football experiences shape the show’s characters and stories. The retired two-time Super Bowl champion also advises young athletes to pursue media opportunities authentically while continuing to take their sport seriously. (02:46:15) - OpenAI Uncovers Insider Security Threat TBPN is made possible by:Ramp - https://ramp.comPublic - https://public.comCisco - https://www.cisco.comConsole - https://www.console.comCrowdStrike - https://www.crowdstrike.comFigma - https://www.figma.comMongoDB - https://www.mongodb.comNYSE - https://www.nyse.comRailway - https://railway.comShopify - https://www.shopify.comCodex - http://openAI.com/codexFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/tbpn/id1772360235https://www.youtube.com/@TBPNLive

Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after.Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella.TBPN is made possible by:Ramp - https://ramp.comPublic - https://public.comCisco - https://www.cisco.comConsole - https://www.console.comCrowdStrike - https://www.crowdstrike.comFigma - https://www.figma.comMongoDB - https://www.mongodb.comNYSE - https://www.nyse.comRailway - https://railway.comShopify - https://www.shopify.com/Follow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(01:18) - Crypto Going "Bunker Mode" (16:31) - The AI Mathpocalypse (28:08) - Starbucks Explores Chipotle Takeover (30:57) - Timeline Reactions (49:01) - Mansion Section (55:41) - Rebecca Kaden & Michael Mignano discuss USV’s record $900 million fundraise and how the firm is adapting its thesis-driven investment strategy to larger rounds, longer private-company timelines, and AI-enabled opportunities. A partner at USV, Rebecca highlights the firm’s focus on visionary, product-oriented founders, public idea-sharing, emerging technologies, and company incubation. (01:16:52) - Nathan Benaich discusses the State of AI Report and his balanced, research-driven view of the industry. The Air Street Capital founder highlights AI’s rapid progress, the rise of inference and reinforcement learning, and how capital, infrastructure, and user education increasingly constrain adoption and growth. (01:31:41) - Michael Sindicich & Healey Cypher discuss BoomPop's acquisition by Navan and the immediate integration of its event-planning platform and team. They emphasize the importance of in-person meetings and explain how the combined company will provide customers with a unified solution for business travel, off-sites, and corporate events. (01:38:24) - Moritz Stephan discusses Hone, an AI company building autonomous “engines” that own and deliver business outcomes. He explains how the platform tackles complex workflows across revenue, recruiting, finance, and procurement, while exploring scalable deployment, outcome-based pricing, and adaptable templates for organizations. (01:48:26) - Anastasios Angelopoulos discusses Arena’s expansion from evaluating AI capabilities and human preferences to measuring agent alignment and safety. The co-founder and CEO explains how Arena uses real-world data to identify unauthorized actions, deceptive completions, and false attribution while serving as a neutral evaluator of AI models and agents. (02:02:56) - Zach Yadegari, an entrepreneur who sold his calorie-tracking company Cal AI, discusses his new AI assistant venture and its $10 million funding round. He outlines plans for a free, money-saving consumer product and screenless hardware designed to integrate computing into daily life while reducing phone use. (02:15:04) - Mansion Section p.2 TBPN is made possible by:Ramp - https://ramp.comPublic - https://public.comCisco - https://www.cisco.comConsole - https://www.console.comCrowdStrike - https://www.crowdstrike.comFigma - https://www.figma.comMongoDB - https://www.mongodb.comNYSE - https://www.nyse.comRailway - https://railway.comShopify - https://www.shopify.comCodex - http://openAI.com/codexFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/tbpn/id1772360235https://www.youtube.com/@TBPNLive

Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after.Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella.TBPN is made possible by:Ramp - https://ramp.comPublic - https://public.comCisco - https://www.cisco.comConsole - https://www.console.comCrowdStrike - https://www.crowdstrike.comFigma - https://www.figma.comMongoDB - https://www.mongodb.comNYSE - https://www.nyse.comRailway - https://railway.comShopify - https://www.shopify.com/Follow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(06:15) - 𝕏 Timeline Reactions (10:55) - Some Math Problems (25:12) - SpaceX's $40B NVIDIA Chip Deal (35:59) - Porsche Mission S (52:27) - Walter Russell Mead, a distinguished fellow at the Hudson Institute, discusses the decline of mid-20th-century democratic capitalism and society’s transition into an uncertain technological era. He explores AI’s economic and geopolitical effects, human adaptability, the balance between state power and individual liberty, and declining trust in experts while expressing optimism about technology’s potential to improve life. (01:32:01) - Kat Cole, CEO of AG1, discusses the company’s retail expansion, product innovation, and investment in clinical research. She explains how AI improves product discovery, customer service, supply-chain traceability, scientific development, and operational efficiency while allowing AG1 to invest more in research, marketing, and customer experience. (01:44:58) - Tarek Alaruri discusses Stuut’s $52.5 million Series B and the company’s rapid growth under his leadership as co-founder and CEO. He explains how Stuut’s digital coworker helps major businesses collect overdue revenue, supported by cold calling and partnerships with firms such as Microsoft, Fiserv, and Ernst & Young. (01:50:51) - Tyler Niday discusses Bonsai Robotics, a full-stack physical AI company developing autonomous machines for agriculture and other rugged environments. He highlights its 430 deployed robots, partnership with Nvidia, extensive field data, and ability for one person to manage a fleet across multiple platforms using a unified world model. (01:56:10) - Scott Morton discusses Revel’s rapid growth and its software platform for testing and controlling complex physical systems such as nuclear reactors, jet engines, and rockets. He highlights the expanding hard-tech ecosystem, the influence of former SpaceX engineers, and Revel’s ability to dramatically accelerate customer testing and development. (02:03:14) - Josiah Meyer discusses co-founding and leading Health Leap, an AI healthcare company backed by Sequoia with $38 million in funding. He explains how its technology helps hospitals detect overlooked conditions, improve patient outcomes, and reduce costs, while reflecting on his entrepreneurial beginnings in South Africa and AI’s growing capabilities in mathematics. (02:10:48) - Aarush Selvan discusses his work as a ChatGPT product manager and the launch of GPT-6 for 1.2 billion users. He explains its intelligent, dynamically generated interfaces and ability to answer while reasoning, while reflecting on how nondeterministic AI is reshaping product management, design, and collaboration at OpenAI. TBPN is made possible by:Ramp - https://ramp.comPublic - https://public.comCisco - https://www.cisco.comConsole - https://www.console.comCrowdStrike - https://www.crowdstrike.comFigma - https://www.figma.comMongoDB - https://www.mongodb.comNYSE - https://www.nyse.comRailway - https://railway.comShopify - https://www.shopify.comCodex - http://openAI.com/codexFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/tbpn/id1772360235https://www.youtube.com/@TBPNLive