TBPN

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

(00:20) - Ellison's Counter Offer (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 superiority. (02:03:16) - SpaceX Targets 2026 IPO (02:11:30) - Blake Scholl, founder and CEO of Boom Supersonic, discusses the company's recent milestone of their XB-1 aircraft breaking the sound barrier without generating an audible sonic boom on the ground, demonstrating the feasibility of quiet supersonic travel. He explains the physics behind this achievement, known as "Mach cutoff," where the sonic boom refracts upward in the atmosphere, preventing it from reaching the ground. Scholl emphasizes that this advancement opens the door to supersonic travel over land, potentially reducing flight times across the U.S. (02:34:46) - Naveen Rao, CEO of Unconventional AI, discusses his journey from founding AI chip company Nervana in 2014, to selling MosaicML to Databricks in 2023, and now leading Unconventional AI, which recently raised $475 million at a $4.5 billion valuation. He emphasizes the need to rethink computing paradigms to address AI's escalating energy demands, aiming to develop hardware that is a thousand times more efficient by leveraging new abstractions and focusing solely on AI applications. Rao highlights the importance of rapid iteration and deep co-design in developing this novel hardware, drawing inspiration from biological systems to create more efficient AI substrates. (02:48:42) - Ofir Ehrlich, co-founder and CEO of Eon, is a seasoned entrepreneur with a background in cloud infrastructure and data protection, having previously co-founded CloudEndure, which was acquired by Amazon in 2019. In the conversation, he discusses Eon's mission to revolutionize cloud backups by transforming them into accessible data lakes, enabling enterprises to utilize their backup data for AI and analytics, and highlights the company's recent $300 million Series D funding round led by Gil Capital, valuing Eon at $4 billion. (02:57:33) - Gorkem Yurtseven, co-founder and CTO of Fal.ai, a generative media platform for developers, announced the company's $140 million Series D funding led by Sequoia, with participation from Kleiner Perkins and Nvidia. He highlighted the company's significant growth, including an eightfold increase in revenue over the past year and the expansion of their client base to major advertisers, retail platforms, design apps, and movie studios. Yurtseven also discussed the unexpected rise of image editing surpassing AI video in their business, emphasizing the evolving landscape of generative media and the company's commitment to advancing AI-driven media production. (03:07:50) - Pedro Franceschi, co-founder and CEO of Brex, announced a $5.6 billion partnership with Fifth Third Bank to introduce AI-powered financial solutions to businesses. This collaboration aims to modernize corporate cards and automate financial workflows, leveraging Brex's technology and Fifth Third's extensive distribution network. Franceschi highlighted the potential to transform financial operations for thousands of businesses still using legacy systems. (03:18:13) - 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

(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. (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. (02:01:25) - Google Adding Ads to Gemini in 2026 (02:06:57) - 𝕏 Timeline Reactions (02:17:32) - Morgan Housel is a partner at The Collaborative Fund and a former columnist for The Wall Street Journal and The Motley Fool. He is the author of the best-selling books "The Psychology of Money" and "Same As Ever," which have sold millions of copies worldwide. In the conversation, Housel discusses his current focus on reading and contemplating future projects, the challenges authors face in balancing audience expectations with creative freedom, and the importance of honest marketing in building a long-term brand. (02:36:55) - Andrew Pignanelli, co-founder and CEO of The General Intelligence Company of New York, discusses the company's mission to enable one-person, billion-dollar businesses through AI agents. He highlights their recent $8.7 million seed funding led by Union Square Ventures and introduces "Cofounder," an AI chief of staff designed to proactively assist businesses by automating tasks and integrating with various tools. Pignanelli envisions a future where AI agents manage entire companies, allowing entrepreneurs to focus on strategic decisions while agents handle day-to-day operations. (02:45:43) - Brian Mehler, CEO of Stable, discusses the recent launch of Stable's mainnet, a Layer 1 blockchain designed to streamline financial transactions using stablecoins, with USDT serving as the native gas token. He highlights the network's key differentiators, including its partnerships with PayPal Ventures and Anchorage Digital, and the use of USDT for transaction fees to simplify user experience. Mehler also emphasizes the network's speed and cost-effectiveness compared to traditional Layer 1 blockchains, aiming to address common frustrations in financial transactions. (02:50:41) - Will Wilson, CEO and co-founder of Antithesis, discusses his company's approach to improving software reliability through deterministic simulation testing. He explains that traditional testing methods often fail to uncover unforeseen issues, whereas Antithesis's platform runs software in a controlled, simulated environment to identify and reproduce rare bugs. Wilson also highlights the significance of their partnership with Jane Street, which began as a customer relationship and evolved into a strategic investment, underscoring the platform's effectiveness in enhancing software quality. 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

(00:43) - Netflix to Acquire Warner Bros. (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 discusses the merger between Warner Brothers and Netflix, expressing support for the consolidation as a strategic move to compete with tech giants like Meta, Google, and TikTok. Faze emphasizes that combining Warner Brothers' rich intellectual property with Netflix's powerful distribution network positions the entertainment industry to better capture audience attention in a rapidly evolving digital landscape. 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

(01:40) - 𝕏 Timeline Reactions (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. In the conversation, she discusses the challenges brands face in navigating crises amplified by the internet, the shift towards owning their narratives through platforms like Substack and YouTube, and the potential impact of AI on consumer perceptions and advertising strategies. 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

(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. (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. (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 provides a unified API for prediction markets, enabling users and developers to trade and analyze data across multiple platforms simultaneously. He highlights that their clientele includes application developers, sports books, and hedge funds interested in high-frequency trading and internal pricing. Kurush also notes the increasing number of platforms entering the prediction market space, each targeting specific regions or verticals, and emphasizes Dome's role in aggregating fragmented liquidity to support professional traders. (01:38:40) - David Alade, co-founder of Sorce, introduces the app as a "Tinder for Jobs," where users upload their resumes, swipe right on job listings, and AI agents automatically complete applications on company websites. He discusses the current hiring market, noting that while inbound applications are still used, the process is ripe for disruption due to its inefficiencies. Alade also highlights Sorce's growth, mentioning over 25,000 interviews facilitated in the past year, and shares that their marketing strategy relies heavily on viral social media content, particularly on TikTok and Instagram. (01:45:23) - Karim Rahme, co-founder and CEO of Metorial, discusses how their platform enables AI agents to securely access various applications and data sources, such as Gmail, SAP, and Salesforce, while providing essential access control for large organizations. He highlights Metorial's open-source success, noting over 3,600 GitHub stars and nearly 1,000 weekly active users within five weeks of launch, and mentions ongoing discussions with Fortune 500 companies for large-scale deployment. Rahme also shares his background, including graduating from NYU Abu Dhabi in May and previously leading an Abu Dhabi-based ticketing startup for over three years. (01:52:54) - Michael Sakowski, co-founder and COO of Crunched, an AI software company, discusses how their Excel-native AI analyst is tailored for top finance professionals, distinguishing itself from Microsoft's broader Copilot by focusing on the specific needs of the top 1% of Excel users. He highlights Crunched's unique ability to detect errors in complex financial models, sharing an instance where the software identified a £10 million overvaluation in a private equity deal, thereby preventing significant financial misrepresentation. Sakowski also addresses concerns about data security, emphasizing that Crunched does not train on client data and cannot access user prompts, ensuring confidentiality for their clients. (02:01:00) - Nimit Maru, co-founder and CEO of Sava, discusses building an AI-powered trust company to modernize trust administration by treating the trust charter as programmable infrastructure, enabling efficient, compliant, and scalable services. He shares his experience with the outdated trust industry after selling his previous company, Fullstack Academy, and highlights how Sava's platform allows for real-time tracking and management of trusts, aiming to make sophisticated wealth planning more accessible. (02:08:34) - Ben Koska, co-founder of SF Tensor, discusses how their platform collaborates with various cloud providers to streamline AI model training by managing GPU allocations and optimizing for different hardware, allowing researchers to focus solely on their work. He emphasizes SF Tensor's exclusive focus on the training phase, addressing a gap in the market, and highlights the diverse clientele ranging from individual researchers to large-scale labs tackling unsolved problems in areas like drug discovery and protein folding. Koska also notes the potential for companies to enhance base models with proprietary data, indicating SF Tensor's capability to support such training needs. (02:15:51) - Henry Kwan, founder and CEO of Icarus, is an aerospace engineer with experience at NASA and Orbital, where he built drones and satellites. He discusses Icarus's development of solar-powered autonomous drones capable of flying at 60,000 feet for extended periods, offering advantages over satellites due to their proximity and cost-effectiveness. Initially targeting defense applications, Kwan envisions broader uses for these stratospheric drones, including enhanced connectivity and surveillance capabilities. (02:24:20) - Cole Dermott, co-founder of Locus, a Y Combinator-backed startup, discusses the company's development of payment infrastructure for AI agents, enabling them to autonomously pay for services while maintaining control through defined budgets and permissions. He highlights that initial adopters are developers creating autonomous agents capable of discovering and paying for services independently, with broader consumer adoption expected as trust in the technology grows. Dermott also shares that Locus has processed approximately 3,500 transactions and has around 80 projects built using their platform. (02:28:06) - Paul Graham & Jessica Livingston. Graham is an English-American computer scientist and entrepreneur, co-founded Y Combinator, a prominent startup accelerator that has funded over 3,000 startups, including Airbnb, Dropbox, Stripe, and Reddit. Jessica Livingston is a co-founder of Y Combinator and one of the most influential figures in modern startup culture. She helped build YC from a small experiment into the world’s most successful startup accelerator, backing companies like Airbnb, Stripe, Reddit, and Dropbox. Jessica is also the author of Founders at Work and a long-time advocate for early-stage founders. 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:...

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

(00:19) - Papperger Pushes Rheinmetall to Top (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 Coinbase, emphasizing their role in driving user engagement and expanding the platform's reach. (02:42:16) - Matt Mullenweg, co-founder of WordPress and CEO of Automattic, discusses the recent live release of WordPress 6.9, highlighting its development by over 900 contributors worldwide. He emphasizes the importance of freedom in technology, advocating for open-source licenses as a "bill of rights for software." Mullenweg also introduces Beeper, a service that consolidates various messaging platforms into a single interface, aiming to enhance user experience across different networks. (02:53:06) - Jason Fried, co-founder and CEO of 37signals, is renowned for developing web-based productivity tools like Basecamp and HEY. In the conversation, he discusses the launch of Fizzy, a new Kanban-style project management tool designed to be simple, colorful, and open-source, aiming to bring vibrancy and ease of use to the software industry. Fried emphasizes that Fizzy is built for their own needs, reflecting their philosophy of creating products they personally find useful, and offers it at a straightforward price of $20 per month with unlimited users and usage. 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

(00:16) - 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. (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 preservation to maintain social cohesion. (02:11:19) - Jonathan Swerdlin, co-founder and CEO of Function Health, is dedicated to empowering individuals to proactively manage their health through comprehensive lab testing and advanced imaging services. In the conversation, he discusses Function's mission to provide affordable access to over 160 lab tests and full-body MRI scans, enabling early detection of potential health issues. Swerdlin emphasizes the importance of utilizing technology to make personalized health data accessible, aiming to help people live longer, healthier lives. (02:27:59) - Thrive Announces Partnership with OpenAI (02:29:55) - Cristóbal Valenzuela, CEO and co-founder of Runway, discusses the release of Gen-4.5, the company's latest AI video generation model. Gen-4.5 achieves unprecedented visual fidelity and creative control, producing cinematic and highly realistic outputs while providing precise control over every aspect of generation. Valenzuela highlights that Gen-4.5 has surpassed competitors like Google's Veo 3 and OpenAI's Sora 2 Pro, securing the top position on the Artificial Analysis Text to Video benchmark. (02:46:41) - Vincent Weisser, CEO of Prime Intellect, discusses the recent release of Intellect 3, a 100-billion parameter model developed through scaled reinforcement learning and post-training, achieving state-of-the-art performance at a smaller scale. He highlights the creation of an open environment where contributors worldwide can develop reinforcement learning environments, enhancing the model's capabilities across various tasks. Weisser emphasizes the trend of open-source models matching closed models' performance and the potential for businesses to fine-tune models for specific applications, leading to better performance and cost efficiency. (03:01:01) - Ben Hylak, co-founder and CTO of Raindrop—a company providing monitoring solutions for AI agents—discusses the challenges of silent failures in AI systems and the importance of real-time monitoring to detect and address these issues. He highlights how Raindrop's platform processes millions of events daily, enabling engineering teams to identify complex problems like tool call failures and user frustration. Additionally, Hylak shares that Raindrop recently secured $15 million in seed funding led by Lightspeed Venture Partners to further develop their monitoring infrastructure. (03:17:02) - 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.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

(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. (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 focuses on building and integrating systems that support ecommerce, retail, and operations at scale. Kevin works at the intersection of engineering, customer experience, and brand. (02:11:51) - 𝕏 Timeline Reactions (02:19:57) - Nish Samantray is the Co-Founder & Co-CEO of Arrae, a wellness brand focused on targeted supplements and high-intent communities. He leads company strategy, growth, and operations alongside his co-founder. Nish is focused on building a customer-obsessed, education-driven wellness company. (02:29:45) - Bené Eaton is the CMO of FIGS, overseeing marketing, brand, and storytelling for the healthcare apparel company. He focuses on connecting with FIGS’ community of healthcare professionals through content, campaigns, and product launches. Bené blends performance marketing with brand-building and culture. (02:37:33) - Brian Keller is the Co-Founder & CEO of Rorra, a modern water-filtration company focused on designing high-performance, beautifully engineered home water systems. He oversees product development, brand, and long-term company strategy. Brian brings a background in engineering and consumer product leadership to building Rorra’s next generation of water technology. (02:46:20) - Kat Cole is the CEO of AG1 and a member of its Board of Directors, leading the company’s global strategy and operations. She brings decades of experience scaling consumer and franchise brands to the health and wellness space. Kat is known for her operator’s mindset, people-first leadership, and board experience across multiple companies. (02:56:09) - Sean Frank is the CEO of Ridge, the company behind the Ridge Wallet and a broader line of everyday carry products. He leads the company’s growth, product expansion, and brand strategy. Sean is known for his operator-focused approach to ecommerce, performance marketing, and content-driven brand building. 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.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

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

(01:53) - 𝕏 Timeline Reactions (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. He also addresses the shift in tech financing from venture capital to substantial debt, highlighting concerns over managing this debt and the implications of credit default swaps on major companies like Oracle. Additionally, Weisenthal critiques Nvidia's public responses to competitors, suggesting that confident companies typically avoid commenting on rivals, and reflects on Nvidia's rapid ascent from a successful chipmaker to one of the world's largest companies. (01:59:49) - Michael Kratsios, the 13th Director of the White House Office of Science and Technology Policy, discusses the Genesis Mission, a national initiative launched by President Trump to accelerate scientific discovery through artificial intelligence. He emphasizes the collaboration between national laboratories, universities, and tech companies to create a centralized digital platform that leverages federal scientific datasets, aiming to automate experiment design and significantly shorten discovery timelines. (02:26:28) - Sebastian Siemiatkowski, co-founder and CEO of Klarna, discusses the company's launch of KlarnaUSD, a U.S. dollar-backed stablecoin, marking a significant shift from his previous skepticism toward cryptocurrencies. He highlights that KlarnaUSD aims to reduce costs and increase efficiency in cross-border payments by leveraging the Tempo blockchain developed by Stripe and Paradigm. Siemiatkowski emphasizes that this initiative reflects Klarna's commitment to innovation and its ambition to challenge traditional payment networks by offering faster and more affordable services to consumers and merchants. (02:38:09) - David Faugno, CEO of 1Password, discusses the company's growth to over $400 million in annual recurring revenue, with nearly 80% of business coming from enterprise customers. He highlights 1Password's initiatives in AI integration, including partnerships with Perplexity's Comet browser and OpenAI's ChatGPT Atlas, to enhance secure usage of AI tools. Faugno also emphasizes the importance of credential hygiene in the face of increasing security threats and shares personal insights into his preference for fly fishing in Utah and Montana. (02:50:59) - Keller Rinaudo, co-founder and CEO of Zipline, announced a $150 million contract with the U.S. State Department to expand Zipline's autonomous drone delivery network across Africa, aiming to serve over 15,000 health facilities and reach an additional 130 million people. He highlighted the shift towards "Commercial Diplomacy," emphasizing partnerships that foster trade and technological collaboration rather than traditional aid. Rinaudo also discussed Zipline's rapid growth in the U.S., noting record-breaking delivery volumes and the transformative impact of their services on customer behavior and local economies. (03:08:11) - Royce Branning, co-founder and CEO of Clearspace, discusses the company's mission to help individuals reduce screen time by providing tools that enhance intentionality in technology use. He highlights the asymmetry in the battle for attention online and emphasizes equipping consumers with the ability to steer their focus and protect their family's attention. Branning also introduces Clearspace's new screen time agents that operate at the network layer, offering comprehensive visibility and control over device usage across all platforms. (03:19:18) - 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.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

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