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TBPN

John Coogan & Jordi Hays
TBPN
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  • Marc Andreessen & Ilya Sutskever Host TBPN, Mag 7 Earnings Recap | Aydin Senkut, Dean Ball, Shreya Murthy, Lulu Meservey & Gaby Goldberg, Jakob Diepenbrock, Shishir Mehrotra, Karri Saarinen
    (13:04) - Mag 7 Earnings Recap (37:12) - 𝕏 Timeline Reactions (54:11) - WSJ Mansion Section (01:04:37) - 𝕏 Timeline Reactions (01:13:12) - Lulu Meservey, founder of the strategic communications firm Rostra, Lulu previously served as CCO & EVP of Corporate Affairs at Activision Blizzard and was VP of Communications at Substack. Gaby Goldberg is a communications professional at Rostra and former investor at The Chernin Group, where she helped build its early-stage crypto practice. (01:27:08) - Dean Ball, a senior fellow at the Foundation for American Innovation and former Senior Policy Advisor for AI and Emerging Technology at the White House, discusses the evolving landscape of AI regulation, highlighting the interplay between state and federal initiatives, particularly California's proactive stance in the absence of federal action. He emphasizes the challenges in defining and governing superintelligence, noting the lack of scientific consensus and the complexities of global policy coordination. Additionally, Ball addresses the potential for a tech backlash driven by public concerns over job displacement and rising electricity costs associated with AI advancements. (02:08:19) - Aydin Senkut, founder and managing partner of Felicis Ventures, began his career as Google's first product manager, launching its initial international sites. In the conversation, he recounts his transition from Google to venture capital, highlighting early rejections from firms that doubted his potential as an investor. Undeterred, he founded Felicis Ventures, achieving significant successes with investments in companies like Shopify and Meraki, and emphasizes the importance of resilience and belief in founders when making investment decisions. (02:34:37) - Jakob Diepenbrock, General Partner at Discipulus Ventures, discusses the recent demo day held in El Segundo, California, where nine companies presented innovations across various sectors, including energy, manufacturing, and software. He highlights a shift from defense-focused startups to ventures addressing broader industrial challenges, emphasizing the potential for disruption in legacy industries. Diepenbrock also notes the importance of building a supportive ecosystem for young founders tackling critical problems. (02:47:36) - Shreya Murthy is the co-founder and CEO of Partiful, an event planning platform launched in 2020 that has gained significant traction among Gen Z and millennials. In the conversation, she discusses the platform's rapid growth, particularly during Halloween, which she describes as their "Super Bowl," and addresses competition from major players like Apple, emphasizing Partiful's focus on creating fun and engaging event experiences. Murthy also highlights the importance of brand identity in distinguishing Partiful from competitors and shares the company's vision to become the leading platform for real-world social connections as traditional social media shifts towards entertainment. (03:03:24) - Shishir Mehrotra, CEO of Superhuman, discusses the company's recent rebranding from Grammarly to Superhuman, reflecting their commitment to empowering users with AI-enhanced tools. He introduces "Superhuman Go," a new AI assistant platform that extends Grammarly's technology to integrate proactive AI assistance across various applications. Mehrotra emphasizes their focus on embedding AI seamlessly into users' workflows, distinguishing their approach from other AI services that require user initiation. (03:10:22) - Karri Saarinen, co-founder and CEO of Linear, discusses the evolution of software development workflows in the context of AI advancements, emphasizing the need to assess and adapt existing processes rather than discarding them entirely. He highlights Linear's commitment to assisting companies in this transition by integrating AI capabilities, such as delegating tasks to tools like GitHub Copilot, enabling non-technical team members to contribute more effectively. Saarinen also reflects on Linear's design philosophy, focusing on functionality and pragmatism to inspire quality and craftsmanship in the software industry. 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
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  • Diet TBPN: October 30, 2025
    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.comNumeral - 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
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  • Alphabet Breaks $100B Barrier, OpenAI's Rumored $1T IPO | Grant LaFontaine, Chris McGuire, Max Junestrand, Christina Cacioppo, Lin Qiao, Ilan Twig, Taranjeet Singh
    (00:12) - Meta Misses Earnings (06:13) - Alphabet Posts First $100B Quarter (23:58) - OpenAI's Rumored $1T IPO (26:42) - 𝕏 Timeline Reactions (01:17:47) - Grant LaFontaine, co-founder and CEO of Whatnot, a live-stream shopping platform, discusses the company's evolution from a niche marketplace for collectibles like Funko Pops to a diverse platform encompassing categories such as fashion and electronics. He emphasizes the importance of starting with a focused niche to build community and liquidity, highlighting that their initial concentration on collectibles allowed them to provide exceptional value to a specific group before expanding. LaFontaine also underscores the significance of listening to users, moving quickly, and taking bold actions, noting that their pivot to live-stream shopping was driven by observing user behavior and resulted in substantial growth. (01:50:48) - 𝕏 Timeline Reactions (01:55:10) - Chris McGuire, a seasoned civil servant, has held pivotal roles in U.S. national security and technology policy, including Senior Advisor to the State Department's Office of the Special Envoy for Critical and Emerging Technology (2023-2025) and Deputy Senior Director for Technology and National Security at the National Security Council (2024). He discusses the evolution of U.S.-China relations, highlighting shifts from integration to competition, particularly in semiconductors and AI, and notes China's assertive responses to U.S. policies, such as leveraging rare earth exports. McGuire emphasizes the importance of proactive measures to secure critical supply chains and suggests class-based regulations to mitigate risks from foreign technologies, like Chinese humanoid robots, to prevent potential national security threats. (02:29:55) - Max Junestrand, CEO and co-founder of Legora, an AI-powered workspace for lawyers, discusses the company's rapid growth since its 2023 inception, including closing a $150 million Series C funding round and expanding into the U.S. market. He highlights the evolution of AI in legal processes, emphasizing the shift from simple conversational AI to sophisticated tools capable of handling complex tasks like due diligence. Junestrand also addresses the potential for law firm consolidation due to technological advancements and the move towards value-based pricing models in the industry. (02:40:11) - Christina Cacioppo, CEO of Vanta, discusses the integration of AI in security and compliance, highlighting that 80% of security leaders are adopting AI agents to counteract AI-driven attacks. She emphasizes the importance of human-AI collaboration, referencing the "Centaur" model where AI and humans work together, and notes that future security breaches may stem from basic oversights rather than complex AI-generated threats. (02:49:05) - Lin Qiao, co-founder and CEO of Fireworks AI, discusses the company's AI inference platform that enables application-specific models to continuously learn and adapt, emphasizing that each developer should have their own specialized model integrated into their product design. She highlights Fireworks AI's significant processing capabilities, handling over 180 requests per second and more than 10 trillion tokens daily, comparable to Google's Gemini. Additionally, Qiao announces a $250 million Series C funding round co-led by Lightspeed and Index Ventures, bringing the company's valuation to $4 billion. (02:54:34) - Ilan Twig, co-founder and CTO of Navan, a travel and expense management company, discusses the company's journey from facing near-zero revenue during the COVID-19 pandemic to a successful IPO, highlighting the resilience and adaptability of their business model. He emphasizes the importance of leveraging technology to enhance travel experiences, introducing 'Ava,' an AI-powered virtual travel agent developed through Navan Cognition, a proprietary framework designed to ensure reliability and minimize AI hallucinations. Twig also shares a personal anecdote about his 90-year-old father attending the IPO ceremony, underscoring the personal significance of the milestone. (03:03:46) - Taranjeet Singh, co-founder and CEO of MEM0, discusses the company's mission to provide memory solutions for AI agents, addressing the current limitations of stateless AI applications that fail to evolve with user interactions. He highlights MEM0's market leadership, citing 41,000 GitHub stars, 14 million downloads, and a recent $24 million funding round led by Basic Ventures. Singh envisions a future where users own and carry their AI memories across various applications, enhancing personalization and user experience. 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
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    3:16:32
  • Diet TBPN: October 29, 2025
    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.comNumeral - 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
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    11:37
  • NEO Home Robot Reactions, Bryan Johnson LIVE in The Ultradome | Marcin Piatkowski, Nathan Mintz, James Proud, Shaun Maguire, Anil Chakravarthy, Brynn Putnam, George Kurtz
    (03:04) - NEO Home Robot Reactions (31:45) - Marcin Piatkowski is a Polish economist, professor at Kozminski University, and Lead Economist at the World Bank, known for his work on Poland's economic transformation. He discusses Poland's remarkable economic growth over the past 35 years, attributing it to factors such as a strong work ethic, with Poles working significantly more hours than their Western European counterparts, and the country's ability to leapfrog outdated technologies by adopting modern infrastructure and digital solutions. Piatkowski also highlights Poland's focus on education, noting that a higher percentage of young Poles hold university degrees compared to Germans, and emphasizes the importance of fostering innovation and maintaining an open economy to sustain this growth. (47:59) - 𝕏 Timeline Reactions (01:16:59) - Bryan Johnson is an entrepreneur and futurist best known as the founder of Kernel and Blueprint, focused on brain technology and longevity science. He previously founded Braintree, acquired by PayPal for $800 million, and is known for his experiments in health optimization and anti-aging. (01:56:59) - Nathan Mintz, co-founder and CEO of CX2, a defense technology company specializing in electronic warfare solutions, discusses the increasing importance of electromagnetic spectrum dominance in modern conflicts, emphasizing the need for the U.S. and its allies to adapt to contested environments. He highlights the shift from traditional warfare to autonomous systems, as seen in Ukraine, where drones and unmanned vehicles play pivotal roles, and underscores the necessity for rapid innovation cycles to counter evolving threats. Mintz also touches on the concept of the U.S. acting as the world's arms dealer, focusing on equipping allies with advanced defense technologies to enhance collective security. (02:06:01) - James Proud, co-founder and CEO of Substrate, is leading efforts to reestablish the United States as a dominant force in semiconductor manufacturing. He discusses the company's innovative approach of using particle accelerators for X-ray lithography to reduce production costs and complexity, aiming to have a facility operational by 2028. Proud emphasizes the importance of vertical integration and rapid progress to meet national security needs and compete globally. (02:16:32) - Shaun Maguire, a partner at Sequoia Capital with a PhD in physics from Caltech, has led investments in companies like SpaceX, The Boring Company, and xAI. He discusses Sequoia's recent fund launches, emphasizing a return to fundamentals by focusing on high-quality investments and active company building. Maguire also highlights the firm's proactive role in company formation, often assisting in structuring and assembling founding teams before incorporation. (02:44:21) - Anil Chakravarthy, President of Adobe's Digital Experience Business, discusses the integration of AI into Adobe's creative tools, emphasizing responsible use through their Firefly models designed for commercial safety. He highlights partnerships with Google and other third-party models, as well as support for custom models to protect enterprise customers' intellectual property. Chakravarthy also addresses the diverse needs of Adobe's user base, from individual creators to enterprise clients, and the importance of adapting to new operating systems, viewing AI as the next evolution in this space. (02:54:56) - Brynn Putnam, founder and CEO of Board, introduces the first face-to-face gaming console that merges board and video games using a 24-inch touchscreen capable of recognizing physical game pieces. She shares that the inspiration stemmed from her desire to create an intuitive, inclusive gaming experience for her diverse family, ranging from ages 2 to 21. Putnam emphasizes the importance of controlling hardware, software, and game development to ensure a seamless user experience, while also expressing plans to open the platform for external developers to create new games. (03:05:05) - George Kurtz, founder and CEO of CrowdStrike, a leading cybersecurity firm, discusses the company's partnership with NVIDIA to enhance AI-driven security solutions, emphasizing the integration of CrowdStrike's AI agent, Charlotte, with NVIDIA's Nemotron models to improve threat detection at the edge. He highlights the role of AI in augmenting security analysts' capabilities, allowing them to manage multiple AI agents efficiently, and addresses the emergence of autonomous malware that leverages generative AI to adapt and spread without direct control. Additionally, Kurtz touches on CrowdStrike's involvement in motorsports as part of its brand strategy, drawing parallels between the speed and technology in racing and cybersecurity. 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
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    3:21:55

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