TBPN

Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after.
Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella.
TBPN is made possible by:
Ramp - https://ramp.com
Public - https://public.com
Cisco - https://www.cisco.com
Console - https://www.console.com
CrowdStrike - https://www.crowdstrike.com
Figma - https://www.figma.com
MongoDB - https://www.mongodb.com
NYSE - https://www.nyse.com
Railway - https://railway.com
Shopify - https://www.shopify.com/
Follow TBPN: 
https://TBPN.com
https://x.com/tbpn
https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231
https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235
https://www.youtube.com/@TBPNLive

(02:14) - $AAPL + $PLTR Earnings

(05:28) - Value of a Search

(13:08) - Grok Bot Breaks the Bank

(16:55) - 𝕏 Timeline Reactions

(25:37) - Harley Finkelstein, Shopify’s president, discusses the company’s strong Q3 results, major brand migrations, and the growing role of AI-powered commerce. He explains how shopping agents can improve product discovery and purchasing while urging merchants to provide detailed product information ahead of Black Friday and Cyber Monday.

(40:41) - Bridgit Mendler is the co-founder and CEO of Northwood Space, an aerospace startup building next-generation ground stations and antennas to improve communication between Earth and satellites. Previously a Disney Channel actress and singer best known for Good Luck Charlie, she earned a master's degree from MIT and a law degree from Harvard. Her company recently raised $375 million at a $2 billion valuation, with backing from Andreessen Horowitz and DFJ Growth.

(51:14) - Dylan Patel, Max Kan & Andrew Megalaa. Dylan Patel is the founder, CEO, and chief analyst of SemiAnalysis, a leading research firm covering semiconductors, AI infrastructure, and data center economics. He is known for his detailed analysis of NVIDIA, advanced chip manufacturing, AI compute clusters, and the economics of training and running frontier AI models. Max Kan is an analyst at SemiAnalysis and co-lead of its Tokenomics research team, where he models the economics of AI inference, token pricing, and future demand for AI hardware. He previously worked in strategy and product at Jane Street and co-founded Habitat, a reinforcement-learning environments startup. Andrew Megalaa is a researcher at SemiAnalysis focused on AI tokenomics, inference economics, and frontier model performance. Alongside Max Kan and Dylan Patel, he has published research comparing AI subscription economics and developing GDPx, a benchmark measuring AI capabilities across economically valuable fields such as software engineering, finance, cybersecurity, and chip design.

(01:17:24) - 𝕏 Timeline Reactions

TBPN is made possible by:
Ramp - https://ramp.com
Public - https://public.com
Cisco - https://www.cisco.com
Console - https://www.console.com
CrowdStrike - https://www.crowdstrike.com
Figma - https://www.figma.com
MongoDB - https://www.mongodb.com
NYSE - https://www.nyse.com
Railway - https://railway.com
Shopify - https://www.shopify.com
Codex - http://openAI.com/codex

Follow TBPN: 
https://TBPN.com
https://x.com/tbpn
https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231
https://podcasts.apple.com/us/podcast/tbpn/id1772360235
https://www.youtube.com/@TBPNLive

Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after.
Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella.
TBPN is made possible by:
Ramp - https://ramp.com
Public - https://public.com
Cisco - https://www.cisco.com
Console - https://www.console.com
CrowdStrike - https://www.crowdstrike.com
Figma - https://www.figma.com
MongoDB - https://www.mongodb.com
NYSE - https://www.nyse.com
Railway - https://railway.com
Shopify - https://www.shopify.com/
Follow TBPN: 
https://TBPN.com
https://x.com/tbpn
https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231
https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235
https://www.youtube.com/@TBPNLive

(00:21) - Joe Weisenthal is a Bloomberg financial journalist and co-host of the *Odd Lots* podcast. Joe Weisenthal discusses the midterm elections, prediction markets, the resilience of American consumers, and whether AI investment can deliver meaningful productivity gains and returns.

(22:40) - Emily Sundberg, founder of the business-and-culture newsletter Feed Me, discusses its growth from a side project into an independent media company with podcasts, events, merchandise, and a production deal with Higher Ground. She also shares her views on AI’s influence, Substack’s increasingly crowded market, independent media economics, and her enthusiasm for New York’s holiday season.

(40:10) - Ryan Serhant discusses expanding his media-driven real estate brokerage into competitive markets, using social content and technology to generate leads and improve the customer experience. The prominent real estate entrepreneur also examines housing affordability, limited inventory, AI-generated listings, emerging luxury buyers, and the future of major markets such as New York, San Francisco, and Los Angeles.

(01:07:20) - Anthropic Q3 Revenue

(01:08:25) - Europe's Fridge Hacking Scare

(01:11:01) - Timeline Reactions

(01:18:56) - Lynn Martin, president of the New York Stock Exchange, discusses market uncertainty, blockchain-based modernization, tokenization, cybersecurity, prediction markets, and the continued appeal of U.S. capital markets. She also highlights the NYSE’s planned expansion to 23-hour trading and emphasizes combining human judgment with advanced technology to improve market efficiency and integrity.

TBPN is made possible by:
Ramp - https://ramp.com
Public - https://public.com
Cisco - https://www.cisco.com
Console - https://www.console.com
CrowdStrike - https://www.crowdstrike.com
Figma - https://www.figma.com
MongoDB - https://www.mongodb.com
NYSE - https://www.nyse.com
Railway - https://railway.com
Shopify - https://www.shopify.com
Codex - http://openAI.com/codex

Follow TBPN: 
https://TBPN.com
https://x.com/tbpn
https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231
https://podcasts.apple.com/us/podcast/tbpn/id1772360235
https://www.youtube.com/@TBPNLive

Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after.
Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella.
TBPN is made possible by:
Ramp - https://ramp.com
Public - https://public.com
Cisco - https://www.cisco.com
Console - https://www.console.com
CrowdStrike - https://www.crowdstrike.com
Figma - https://www.figma.com
MongoDB - https://www.mongodb.com
NYSE - https://www.nyse.com
Railway - https://railway.com
Shopify - https://www.shopify.com/
Follow TBPN: 
https://TBPN.com
https://x.com/tbpn
https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231
https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235
https://www.youtube.com/@TBPNLive