TBPN

TBPN.com is made possible by: Ramp - https://Ramp.comAppLovin - https://axon.aiCognition - https://cognition.aiConsole - https://console.comCrowdStrike - https://crowdstrike.comElevenLabs - https://elevenlabs.ioFigma - https://figma.comFin - https://fin.aiGemini - https://gemini.google.comGraphite - https://graphite.comGusto - https://gusto.com/tbpnLabelbox - https://labelbox.comLambda - https://lambda.aiLinear - https://linear.appMongoDB - https://mongodb.comNYSE - https://nyse.comPhantom - https://phantom.com/cashPlaid - https://plaid.comPublic - https://public.comRailway - https://railway.comRamp - https://ramp.comRestream - https://restream.ioShopify - https://shopify.comTurbopuffer - https://turbopuffer.comVanta - https://vanta.comVibe - https://vibe.coFollow 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

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. 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.comAppLovin - https://axon.aiCognition - https://cognition.aiConsole - https://console.comCrowdStrike - https://crowdstrike.comElevenLabs - https://elevenlabs.ioFigma - https://figma.comFin - https://fin.aiGemini - https://gemini.google.comGraphite - https://graphite.comGusto - https://gusto.com/tbpnLabelbox - https://labelbox.comLambda - https://lambda.aiLinear - https://linear.appMongoDB - https://mongodb.comNYSE - https://nyse.comPhantom - https://phantom.com/cashPlaid - https://plaid.comPublic - https://public.comRailway - https://railway.comRamp - https://ramp.comRestream - https://restream.ioShopify - https://shopify.comTurbopuffer - https://turbopuffer.comVanta - https://vanta.comVibe - https://vibe.coFollow 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

(02:25) - Dan Wang's Annual Letter (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. TBPN.com is made possible by: Ramp - https://Ramp.comAppLovin - https://axon.aiCognition - https://cognition.aiConsole - https://console.comCrowdStrike - https://crowdstrike.comElevenLabs - https://elevenlabs.ioFigma - https://figma.comFin - https://fin.aiGemini - https://gemini.google.comGraphite - https://graphite.comGusto - https://gusto.com/tbpnLabelbox - https://labelbox.comLambda - https://lambda.aiLinear - https://linear.appMongoDB - https://mongodb.comNYSE - https://nyse.comPhantom - https://phantom.com/cashPlaid - https://plaid.comPublic - https://public.comRailway - https://railway.comRamp - https://ramp.comRestream - https://restream.ioShopify - https://shopify.comTurbopuffer - https://turbopuffer.comVanta - https://vanta.comVibe - https://vibe.coFollow 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

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. 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.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioProfound - https://tryprofound.comJulius AI - https://julius.aiturbopuffer - https://turbopuffer.comfal - https://fal.aiPrivy - https://www.privy.ioCognition - https://cognition.aiGemini - https://gemini.google.comFollow 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

(00:25) - 2025 in Review (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 through their "Robo Craftsman" system—portable robotic units capable of autonomously shaping metal into complex forms, such as drone components, by deforming aluminum sheets. He highlights partnerships with entities like the Department of Defense and Toyota, emphasizing the system's flexibility in producing diverse metal products and its potential to revolutionize manufacturing by enabling rapid, distributed production without the need for large, centralized factories. Mehr also mentions plans for company expansion, including opening a third facility outside California and increasing staff to over 240 employees within two years. (02:06:32) - 𝕏 Timeline Reactions TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioProfound - https://tryprofound.comJulius AI - https://julius.aiturbopuffer - https://turbopuffer.comPolymarket - https://polymarket.com/fal - https://fal.aiPrivy - https://www.privy.ioCognition - https://cognition.aiGemini - https://gemini.google.comFollow 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

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. 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.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioProfound - https://tryprofound.comJulius AI - https://julius.aiturbopuffer - https://turbopuffer.comfal - https://fal.aiPrivy - https://www.privy.ioCognition - https://cognition.aiGemini - https://gemini.google.comFollow 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

(00:30) - 𝕏 Timeline Reactions (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 TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioProfound - https://tryprofound.comJulius AI - https://julius.aiturbopuffer - https://turbopuffer.comPolymarket - https://polymarket.com/fal - https://fal.aiPrivy - https://www.privy.ioCognition - https://cognition.aiGemini - https://gemini.google.comFollow 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

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. 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.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioProfound - https://tryprofound.comJulius AI - https://julius.aiturbopuffer - https://turbopuffer.comfal - https://fal.aiPrivy - https://www.privy.ioCognition - https://cognition.aiGemini - https://gemini.google.comFollow 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

(02:12) - Ford's EV Reality Check (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, and the potential impact of AI on various industries, including robotics and consumer hardware. He also shares insights on the challenges and opportunities in AI infrastructure development and the role of large tech companies in the AI ecosystem. (02:31:18) - Logan Kilpatrick, the product lead for Google AI Studio, discusses the launch of Gemini 3 Flash, highlighting its enhanced speed and efficiency compared to previous models. He emphasizes that Gemini 3 Flash offers advanced multimodal reasoning capabilities, enabling users to process and understand various forms of information more effectively. Kilpatrick also notes that this model is more cost-effective, making it accessible to a broader range of users and applications. (02:44:17) - David Senra is the creator and host of the "Founders" podcast, where he delves into biographies of history's greatest entrepreneurs, extracting lessons and insights for his audience. In the conversation, he emphasizes the critical role of storytelling in entrepreneurship, highlighting that the most effective storytellers are often founders themselves, as they possess an intrinsic understanding and passion for their company's mission. He underscores the importance of founders being deeply involved in communicating their vision, as this authenticity and dedication are challenging to replicate through external hires. TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioProfound - https://tryprofound.comJulius AI - https://julius.aiturbopuffer - https://turbopuffer.comPolymarket - https://polymarket.com/fal - https://fal.aiPrivy - https://www.privy.ioCognition - https://cognition.aiGemini - https://gemini.google.comFollow 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

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. 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.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioProfound - https://tryprofound.comJulius AI - https://julius.aiturbopuffer - https://turbopuffer.comfal - https://fal.aiPrivy - https://www.privy.ioCognition - https://cognition.aiGemini - https://gemini.google.comFollow 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

(00:55) - Viral WSJ 'You Don't Need a Storyteller' Piece (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 shopping online. (02:38:44) - Ali Ghodsi, CEO and co-founder of Databricks, discusses the company's significant growth, highlighting a revenue run rate surpassing $4.8 billion with over 55% year-over-year growth, and AI products exceeding $1 billion in revenue. He emphasizes the importance of a solid data foundation for effective AI implementation, noting that AI models are becoming commodities, but their true value lies in reasoning over proprietary enterprise data. Ghodsi also shares insights on navigating open-source business models, advising founders to achieve widespread adoption of their open-source projects and then innovate with proprietary offerings to monetize effectively. (03:06:30) - Affinity Drops out of WB Takeover Battle (03:09:04) - 𝕏 Timeline Reactions TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioProfound - https://tryprofound.comJulius AI - https://julius.aiturbopuffer - https://turbopuffer.comPolymarket - https://polymarket.com/fal - https://fal.aiPrivy - https://www.privy.ioCognition - https://cognition.aiGemini - https://gemini.google.comFollow 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

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. 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.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioProfound - https://tryprofound.comJulius AI - https://julius.aiturbopuffer - https://turbopuffer.comfal - https://fal.aiPrivy - https://www.privy.ioCognition - https://cognition.aiGemini - https://gemini.google.comFollow 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

(04:53) - 𝕏 Timeline Reactions (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, they break down how creators build businesses, spotlight emerging platforms, and offer industry-shaping commentary that has made them leading voices in creator-focused media. TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioProfound - https://tryprofound.comJulius AI - https://julius.aiturbopuffer - https://turbopuffer.comPolymarket - https://polymarket.com/fal - https://fal.aiPrivy - https://www.privy.ioCognition - https://cognition.aiGemini - https://gemini.google.comFollow 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

Our favorite moments from today's show, in under 30 minutes. TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioProfound - https://tryprofound.comJulius AI - https://julius.aiturbopuffer - https://turbopuffer.comfal - https://fal.aiPrivy - https://privy.ioCognition - https://cognition.aiGemini - https://gemini.google.comFollow 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

(02:12) - Disney’s $1B OpenAI Bet (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 strengthening maritime security. (02:17:28) - Saagar Enjeti is a political commentator, journalist, and podcaster best known as the co-host of Breaking Points alongside Krystal Ball. Previously the host of Rising at The Hill, he built a large following for his populist-leaning, anti-establishment analysis across foreign policy, economics, and U.S. politics. He is a graduate of George Washington University and the University of Texas’ LBJ School, and he has written on national security and international affairs for several outlets. Enjeti is widely recognized for his clear, independent commentary that resists traditional left–right alignment. (03:02:30) - 𝕏 Timeline Reactions TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioProfound - https://tryprofound.comJulius AI - https://julius.aiturbopuffer - https://turbopuffer.comPolymarket - https://polymarket.com/fal - https://fal.aiPrivy - https://www.privy.ioCognition - https://cognition.aiGemini - https://gemini.google.comFollow 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

Our favorite moments from today's show, in under 30 minutes. TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioProfound - https://tryprofound.comJulius AI - https://julius.aiturbopuffer - https://turbopuffer.comfal - https://fal.aiPrivy - https://privy.ioCognition - https://cognition.aiGemini - https://gemini.google.comFollow 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

(00:36) - SpaceX IPO (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 Slotkin, a practicing neurosurgeon and health system leader, discusses the significant public health benefits of autonomous vehicles, emphasizing that data from Waymo's 100 million miles of operation show a 91% reduction in serious injury crashes compared to human drivers. He argues that widespread adoption of self-driving cars could eliminate traffic deaths as a leading cause of mortality in the U.S., highlighting the need to overcome regulatory challenges and public skepticism to realize these life-saving advancements. (02:35:47) - Aaron Cannon, co-founder and CEO of Outset, discusses his company's AI-moderated research platform that enables enterprises to conduct and synthesize video interviews at scale, combining the depth of one-on-one interviews with the speed of surveys. He highlights Outset's recent $17 million Series A funding led by 8VC, bringing total funding to $21 million, and mentions partnerships with Fortune 500 companies like WeightWatchers, Nestlé, and Microsoft. Cannon emphasizes the platform's ability to deliver in-depth insights rapidly, noting that clients have experienced research processes that are over eight times faster and capture ten times more interviews than traditional methods. (02:46:02) - Karan Kunjur, co-founder and CEO of K2 Space, discusses the company's focus on developing large, high-power satellites to meet the growing demand for advanced space capabilities. He highlights the shift from smaller satellites to larger platforms, leveraging the capabilities of modern heavy-lift rockets like SpaceX's Falcon 9 and Starship. Kunjur also emphasizes K2 Space's commitment to providing cost-effective, high-capacity satellite solutions for both commercial and government clients. (03:00:43) - 𝕏 Timeline Reactions TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioProfound - https://tryprofound.comJulius AI - https://julius.aiturbopuffer - https://turbopuffer.comPolymarket - https://polymarket.com/fal - https://fal.aiPrivy - https://www.privy.ioCognition - https://cognition.aiGemini - https://gemini.google.comFollow 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

Our favorite moments from today's show, in under 30 minutes. TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioProfound - https://tryprofound.comJulius AI - https://julius.aiturbopuffer - https://turbopuffer.comfal - https://fal.aiPrivy - https://privy.ioCognition - https://cognition.aiGemini - https://gemini.google.comFollow 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

(00:28) - H200 Exports Resume (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 a 50% increase in business, they must add over $1 billion in earnings annually. He highlights their aggressive international expansion and strategic partnerships, including a recent collaboration with Micro One to enhance their platform's capabilities. Schwartz also emphasizes the company's focus on integrating AI throughout their platform to simplify operations and support users in starting businesses more efficiently. (02:20:46) - 𝕏 Timeline Reactions (02:29:02) - Saam Motamedi, a General Partner at Greylock Partners, focuses on early-stage investments in enterprise software, particularly in AI, cybersecurity, and data infrastructure. He discusses the current venture capital landscape, noting a shift towards a smaller number of firms concentrating on long-term partnerships with founders, emphasizing the importance of enduring commitment in the industry. Motamedi also highlights the transformative impact of AI on enterprise software, suggesting that new pricing models, interfaces, and data structures are creating opportunities for startups to disrupt established companies. (02:41:08) - Nicholas Kelez, CEO and CTO of xLight, discusses the company's mission to develop the world's most powerful free-electron lasers to revolutionize semiconductor manufacturing by enhancing lithography processes, making chip production more efficient and cost-effective. He highlights the strategic partnership with former Intel CEO Pat Gelsinger, who has significantly contributed to xLight's growth and leadership development. Kelez also emphasizes the importance of the recent $150 million Letter of Intent with the U.S. Department of Commerce, which will accelerate the development of their prototype and advance their first commercial products. (02:48:17) - Antoine Tessier, CEO of duPont REGISTRY Group, discusses the launch of duPont REGISTRY Live, an online auction platform offering a 100% sell-through guarantee and a 14-day return policy for buyers. He highlights the company's recent $34 million capital raise to support this initiative and mentions plans to expand their Nashville facility to 65,000 square feet for vehicle inspections and certifications. Tessier also shares insights into the growing luxury car market, referencing a forthcoming report estimating the U.S. market at $110 billion, with expectations to double in the next decade. (02:56:53) - Filip Kaliszan, CEO and co-founder of Verkada, discusses his company's mission to enhance physical security through AI and integrated hardware solutions like cameras and access controllers, serving clients such as enterprises, schools, and government buildings. He highlights the company's growth since its 2016 inception, now boasting over 30,000 global customers, including 100 of the Fortune 500, and emphasizes the importance of on-device processing to manage data efficiently and cost-effectively. Kaliszan also touches on the potential role of AI and robotics in security, the company's flexible pricing for nonprofits, and future plans, including a potential public offering. (03:14:24) - 𝕏 Timeline Reactions TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioProfound - https://tryprofound.comJulius AI - https://julius.aiturbopuffer - https://turbopuffer.comPolymarket - https://polymarket.com/fal - https://fal.aiPrivy - https://www.privy.ioCognition - https://cognition.aiGemini - https://gemini.google.comFollow 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

Our favorite moments from today's show, in under 30 minutes. TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioProfound - https://tryprofound.comJulius AI - https://julius.aiturbopuffer - https://turbopuffer.comfal - https://fal.aiPrivy - https://privy.ioCognition - https://cognition.aiGemini - https://gemini.google.comFollow 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