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

(00:49) - Jensen vs AI Alarmism

(19:33) - New Model Reactions

(28:54) - Saudi EVs

(31:00) - "You Can See Everything" New Trailer Reaction

(36:40) - Cristiano Amon discusses Qualcomm’s vision for AI-powered smartphones, vehicles, data centers, and emerging wearable devices. The Qualcomm president and CEO highlights rising demand for computing, the importance of on-device AI, and the company’s push for an open-source AI software ecosystem.

(48:41) - Talia Goldberg, a partner at Bessemer Venture Partners, discusses emerging AI opportunities, including physical AI, “token market fit,” and personal agents. She also outlines Bessemer’s new $5.75 billion fund and its strategy of making selective, substantial investments in early-stage and high-growth companies.

(01:00:22) - John and Louis Antonelli discuss co-founding Real, a social sports app that transforms live statistics into fast, engaging, community-driven content. They explain the platform’s growth through sports fan pages, real-time notifications, digital collectibles, AI-powered moderation, and plans to expand into more sports and live events.

(01:25:25) - Max Levchin, founder and CEO of Affirm, discusses the company’s UK expansion with Amazon, its breakthrough attention-based underwriting models, and the advantages of operational discipline and transparency. He also explains why existing financial infrastructure can support AI agents and how Affirm’s dedicated developer-productivity team has increased AI-assisted coding while reducing costs.

(01:43:48) - Sam Ross, co-founder and CEO of Numeral, discusses the company’s $100 million funding round and its mission to automate global sales tax and VAT compliance. He explains that the capital will primarily support R&D, AI-powered tax advisory tools, and solutions that reduce manual work for tax professionals.

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

(01:32) - Harvey's Margin Whiplash

(12:54) - Insects > Humans?

(26:44) - Human Powered Agents

(45:59) - McLaren Rebrand

(50:27) - Toy Sales Growth Driven by Adults

(56:12) - Ben Thompson, founder of the technology analysis publication Stratechery, discusses how AI agents, personal assistants, and future robotics can eliminate tedious real-world tasks. He also explores consumer behavior, arguing that people value relief from everyday friction but still enjoy activities like shopping, while Amazon’s logistics infrastructure gives it a durable advantage over Shopify and other competitors.

(01:38:16) - Gagan Biyani, CEO of Horowitz Andreessen Academy, discusses the new for-profit San Francisco school for young builders, backed by $42 million in funding. He outlines its tuition-free founding class of 50 students, one-year immersive program beginning in fall 2027, and mission to prepare students for entrepreneurship or impactful roles at established companies.

(01:45:21) - Alex Ratner discusses Snorkel AI’s $350 million funding round and the shift from high-volume training data to precise, specialized data targeting model weaknesses. The Snorkel AI co-founder argues that recursive self-improvement will continue to require human expertise, real-world input, and sophisticated combinations of people and AI.

(01:53:24) - Peter Kalogiannis discusses Swarm Aero’s Gamera, a low-cost autonomous aircraft designed for long-range missions and large payloads. The co-founder and CEO explains the company’s integrated approach to aircraft manufacturing, scalable production, and swarm autonomy, with a focus on potential operations in the Pacific.

(01:57:55) - Daniel Petkevich discusses his entrepreneurial career, including founding Fair Square Medicare and Trim, and his current car show, *Cars and Capitalists*. He also shares predictions about the Tesla Roadster and describes building an open-source quadruped robot dog.

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