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

(00:29) - Kushner and Iger Buy The Lakers

(11:46) - Grok 4.6

(15:52) - NVIDIA Nemotron

(23:58) - Darren Rovell is a sports business reporter and industry analyst. Darren Rovell discusses the Lakers’ record-setting sale, the growing role of institutional investors in sports ownership, and the risks surrounding prediction markets, sports betting, and gambling-like commerce platforms.

(43:13) - Patrick Whitesell is a veteran entertainment executive and investor who co-founded WME and now leads the investment firm Weitzel and sports agency WIN Sports. Patrick Whitesell discusses investing in creator-led media companies, his partnership with Alex Cooper’s Unwell, and how digital creators could reshape traditional Hollywood through authentic audiences, diversified businesses, and new production models.

(59:09) - Harjot Gill is the co-founder and CEO of CodeRabbit, an AI developer tools company building automated code-review software that analyzes pull requests for bugs, security issues, and code quality problems. He previously co-founded Netsil, which was acquired by Nutanix, and has spent much of his career building developer infrastructure and observability products.

(01:08:25) - Jeff Huber discusses Chroma’s growth and its new Zeitgeist shared-memory solution, which helps AI agents retain, retrieve, and securely share organizational knowledge. The Chroma founder and CEO also explains advances in agentic search, fast model inference, and context engineering, arguing that better memory remains essential to more capable AI agents.

(01:16:08) - Soren Monroe-Anderson & Shaun Maguire. Soren Monroe-Anderson, a former world-champion drone racer and co-founder of Neros, discusses the company’s $250 million raise, rapid drone production growth, and expansion into interceptor systems. He explains Neros’ vertically integrated supply chain, modular hardware ecosystem, military and international customers, and recruitment of elite drone pilots and former special forces operators. Shaun Maguire is a partner at Sequoia Capital focused on AI, infrastructure, defense, and frontier technologies. Before joining Sequoia, he co-founded Expanse, a cybersecurity company acquired by Palo Alto Networks for $1.25 billion, and previously invested at GV (Google Ventures). He has led investments in companies including SpaceX, xAI, Bridge, Decart, and Lightmatter, and is known for backing technically ambitious founders building foundational technologies.

(01:32:28) - Andrei Georgescu discusses how Vivodyne grows human tissues at massive scale to test thousands of drug candidates without relying on animal models or human trials. He explains how the technology could reduce drug-development failures, support personalized medicine, and advance safer, more effective treatments.

(01:43:50) - 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

(00:28) - NVIDIA's $500B Compute Deal

(10:46) - Paramount Threatens to Bounce

(14:30) - Tesla Deal Could Shortcut Musk's Pay

(31:34) - Europe Gets Record US Tourists

(45:17) - Ernie Garcia, founder and CEO of Carvana, discusses building the online used-car retailer, navigating its volatile growth through COVID and the 2022 downturn, and strengthening its vertically integrated business model. He also highlights Carvana’s focus on operational improvement, nationwide expansion, AI-enabled customer experiences, and the resilience required to lead through shifting investor sentiment.

(01:13:23) - Alex Edelson discusses his role as founder and GP of Slipstream Investors, a fund of funds that backs emerging venture managers and helps LPs build venture portfolios. He explains Slipstream’s disciplined approach to market cycles, manager selection, diversification, and co-investments, emphasizing patience and long-term returns over rapid deployment or fund growth.

(01:38:29) - Nico Simko, co-founder and CEO of Clair, discusses building an embedded payroll platform that gives employees early access to earned wages and recently surpassed a $100 million revenue run rate. He explains how his own difficulty accessing credit inspired Clair and how the company pivoted from a standalone digital bank to integrating its services directly into trusted payroll systems.

(01:44:26) - Ian McGinley discusses his experience as a Sidley Austin partner and former CFTC enforcement chief. He examines prediction markets’ growing popularity, regulatory status, benefits, and risks, including insider trading, manipulation, sports betting, and the CFTC’s evolving oversight.

(01:58:40) - Conor Sen discusses his background in housing and financial markets, including his decade at Bloomberg and the launch of his Substack, The Housing Frame. He argues that the housing market may be bottoming while examining affordability, development financing, regulation, demographic shifts, institutional buyers, and the divide between wealthy cash buyers and mortgage-dependent households.

(02:11:41) - 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