TBPN

(01:17) - Big Companies Are Hiring Again

(09:58) - 𝕏 Timeline Reactions

(20:19) - NVIDIA $50B Tenant

(23:33) - The Three Anthropic Proposals

(35:00) - Tae Kim discusses negative sentiment around AI and semiconductor stocks, arguing that sensationalized headlines obscure strong underlying demand for compute, memory, and data-center infrastructure. He remains bullish on Nvidia and the broader AI trade, predicting that agentic AI, recursive self-improvement, and growing enterprise adoption will drive substantial investment and revenue growth.

(01:06:32) - Kansas Town Splits Over Nuclear Reactor

(01:10:58) - Ben Zweig, a labor economist and founder of workforce data company Revelio Labs, discusses how AI is reshaping hiring, employment, and workplace tasks. He explains that AI adoption generally correlates with company growth, while creative freelancing and task-based work face greater disruption, and AI-generated job applications are making it harder for employers to identify qualified candidates.

(01:29:22) - Aakash Thumaty, founder and CEO of Takeoff, discusses the company’s rapid growth from near-zero to almost eight figures in revenue and its acquisition by Sierra. He explains Takeoff’s autonomous, revenue-generating AI agents, outcome-based pricing model, deep customer integrations, and how its technology is evolving into Sierra’s new Horizon product.

(01:45:30) - Zuckerberg Backs AI For All

TBPN is made possible by:
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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

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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

(00:26) - Open Source vs. Closed Source

(38:51) - Mega-Startup School

(45:02) - Luke Knight & Ronan Chambers discuss building ETN, the European Technology Network, and raising $1.6 million at a $9 million post-money valuation. They outline ETN’s new studio, live-show model, and ambitions to expand into events, recruitment, investing, and other media verticals while highlighting the fun and challenges of producing a daily podcast.

(01:00:15) - Gary Vaynerchuk is an entrepreneur, investor, and creator of VeeFriends. Gary Vaynerchuk discusses the rise of independent creators, emerging sports leagues, collectible culture, and the opportunities created by AI, emphasizing his ability to anticipate consumer trends and his ambition to build VeeFriends into a major entertainment franchise.

(01:32:40) - Jonathan Jacobi discusses emerging from stealth with a 26-person AI robotics startup, backed by a $71 million seed round. He explains its AI-powered robotic experiences, software-first foundation models, hardware-agnostic approach, and early commercial opportunities in logistics, entertainment, and healthcare.

(01:42:48) - Dean Meyer discusses America’s growing dependence on Chinese open-source AI models, which may benefit from distillation of proprietary U.S. systems. The Sequoia Capital investor highlights the need for a legally supported American open-model ecosystem while warning of dependency, security, and potential backdoor risks.

(01:53:43) - Brent Franson discusses Death Clock, the AI-powered longevity company he founded and leads, which predicts users’ life expectancy and creates personalized health plans. He explains its provocative branding, free nationwide blood testing, emphasis on essential biomarkers, and vision of using AI to make personalized healthcare more accessible while cautioning against overtesting and risky health experimentation.

(02:06:06) - Matej Cernosek discusses Andrenum, a defense technology company building scalable sonar hardware and software for undersea surveillance. He highlights its $18 million Series A, rapid product development, successful naval deployments, and integration of low-cost buoys, machine learning, and command-and-control systems to detect submarines and other underwater vehicles.

(02:16:23) - Justin Boitano, NVIDIA’s vice president of enterprise AI, discusses the Open Source AI Alliance and how open models, evaluations, and cybersecurity tools can strengthen collective defense. He argues that open and proprietary models complement each other, enabling enterprises to improve security, reduce costs, customize AI, and foster innovation through transparent testing and collaboration.

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

(03:31) - Oliver Cameron, co-founder and CEO of Odyssey, discusses the development of foundational world models—AI systems capable of understanding physics, causality, and human behavior—to enhance various industries, including robotics, gaming, and autonomous vehicles. He highlights the limitations of current AI systems, which are often narrowly trained, and advocates for more generalized models that can be fine-tuned for specific tasks. Cameron also emphasizes the importance of diverse data sources in training these models to ensure robustness and adaptability across different applications.

(21:09) - Mohammad Norouzi, CEO and co-founder of Ideogram, discusses the company's mission to enhance creativity through generative AI, focusing on design and marketing applications. He highlights the challenges of achieving consistency in AI-generated images, particularly for brand marketing and product design, and emphasizes the importance of data sovereignty for enterprises, noting that Ideogram's compact, open-weight models can be hosted on-premises to address these concerns. Norouzi also mentions Ideogram's collaboration with AMD to optimize their models for AMD's hardware, tailoring model architectures to balance price, performance, and latency.

(31:42) - Anjney Midha is the founder of AMP PBC, an AI infrastructure startup, and a former general partner at Andreessen Horowitz. In the transcript, he discusses the importance of "output maxing" in AI development, emphasizing the need for efficient utilization of computational resources to maintain a competitive edge. He highlights that only 15% of data center capacity in the U.S. is utilized, calling this underutilization a national security concern, and advocates for smarter, more efficient use of existing infrastructure to stay at the forefront of AI advancements.

(55:12) - 𝕏 Timeline Reactions

(01:27:52) - Lisa Su, born in Taiwan and raised in the U.S., is the chair and CEO of AMD, renowned for revitalizing the company since 2014. In the conversation, she highlights the rapid evolution of AI, emphasizing the need for AMD to accelerate its technology roadmaps to meet market demands. Su also underscores AMD's commitment to building great products through collaboration and open ecosystems, reflecting the company's culture of partnership and innovation.

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