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.com is made possible by:
Ramp - https://Ramp.com
AppLovin - https://axon.ai
Cognition - https://cognition.ai
Console - https://console.com
CrowdStrike - https://crowdstrike.com
ElevenLabs - https://elevenlabs.io
Figma - https://figma.com
Fin - https://fin.ai
Gemini - https://gemini.google.com
Graphite - https://graphite.com
Gusto - https://gusto.com/tbpn
Labelbox - https://labelbox.com
Lambda - https://lambda.ai
Linear - https://linear.app
MongoDB - https://mongodb.com
NYSE - https://nyse.com
Okta - https://www.okta.com
Phantom - https://phantom.com/cash
Plaid - https://plaid.com
Public - https://public.com
Railway - https://railway.com
Ramp - https://ramp.com
Restream - https://restream.io
Sentry - https://sentry.io
Shopify - https://shopify.com
Turbopuffer - https://turbopuffer.com
Vanta - https://vanta.com
Vibe - https://vibe.co
Sentry - https://sentry.io
Cisco - https://www.ciscoaisummit.com/ai-virtual-summit.html

Follow TBPN:
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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

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(02:40) - How Davos Makes Half a Billion in Revenue

(10:42) - 𝕏 Timeline Reactions

(31:18) - Private-Credit Investors Cash Out

(34:20) - 𝕏 Timeline Reactions

(45:08) - Apple to Rebuild Siri

(59:51) - Keller Rinaudo Cliffton, CEO and co-founder of Zipline, announced the company's recent $600 million funding round, elevating its valuation to $7.6 billion, and plans to expand autonomous delivery services to Houston and Phoenix in early 2026. He highlighted Zipline's rapid growth, with U.S. deliveries increasing approximately 15% week over week for the past seven months, and the company's milestone of surpassing two million commercial deliveries. Cliffton also discussed the development of Zipline's next-generation aircraft, EV3, which offers significant performance improvements at half the cost, and emphasized the company's commitment to integrating autonomous logistics into everyday life across diverse climates and urban environments.

(01:17:10) - Jake Cooper, CEO of Railway, a software deployment platform, discusses the company's recent $100 million funding round aimed at building data centers and simplifying software development. He highlights the evolving role of developers, emphasizing that advancements are enabling a broader range of individuals, including designers and managers, to ship code efficiently. Cooper also shares insights on internal organizational changes, noting that enhanced tools have significantly accelerated project development, leading to what he terms "Agent Speed" within the company.

(01:33:31) - Joe Weisenthal is an American journalist and podcaster, serving as the executive editor of news for Bloomberg's digital brands and co-hosting the "Odd Lots" podcast. In the conversation, he discusses Canadian Prime Minister Mark Carney's speech at the World Economic Forum in Davos, where Carney declared the old world order is "not coming back" and emphasized that "middle powers must act together because if we're not at the table, we're on the menu." Weisenthal also explores China's economic strategies, noting their ambition to move beyond being the world's factory by increasing domestic consumption and addressing global concerns about their manufacturing dominance.

(02:01:47) - Coldhealing is a TikTok anthropologist and self-described "dark statistician" based in New York City. In the conversation, he discusses his approach to curating and sharing emerging internet culture, particularly on TikTok, emphasizing the importance of documenting online trends that traditional institutions may overlook. He also reflects on the evolution of "Day in the Life" videos, noting a shift from aspirational portrayals to more mundane representations, and shares his experiences with generative AI content, observing its growing presence on platforms like Instagram Reels and its varying reception among audiences.

(02:23:37) - Capital One Goes Big on Brex

(02:27:30) - Cathie Wood, founder and CEO of ARK Invest, is renowned for her focus on disruptive innovation in sectors like AI, robotics, and blockchain. In the conversation, she emphasizes AI as a major catalyst for innovation, discusses ARK's unique research approach centered on converging technologies, and highlights the importance of proactive AI integration for enterprises to remain competitive.

(03:03:29) - Jon Caramanica, a pop music critic at The New York Times and co-host of the "Popcast" podcast, discusses the integration of AI in music production, noting its increasing use in songwriting and vocal processing. He draws parallels to historical technological shifts in music, such as Bob Dylan's transition to electric guitar and the adoption of Auto-Tune, suggesting that initial resistance to AI may diminish over time. Caramanica also expresses concern that AI-generated music could lead to more passive listening habits, as audiences might become less attentive to the authenticity and creativity of the music they consume.

(03:18:21) - Pedro Franceschi, co-founder and CEO of Brex, announced a historic $5.15 billion merger between Brex and Capital One, highlighting the synergy between Brex's innovative financial services platform and Capital One's extensive scale and resources. He emphasized that the partnership aims to accelerate growth and product development, while maintaining Brex's operational independence to continue delivering cutting-edge solutions to businesses. Franceschi also expressed his commitment to leading Brex through this new phase, underscoring the shared vision and ambition of both founder-led companies.

(03:29:09) - Delian Asparouhov, a Partner at Founders Fund and Co-Founder of Varda Space Industries, discusses the cultural differences between Ramp and Brex, emphasizing how early company decisions shape long-term focus and success. He highlights Ramp's commitment to saving customers time and money through product innovation, contrasting it with Brex's initial emphasis on rapid market expansion. Asparouhov also underscores the importance of maintaining focus to build a monopoly, noting that the current market conditions present Ramp with a unique opportunity to dominate the enterprise corporate spend sector.

TBPN.com is made possible by: 
Ramp - https://Ramp.com
AppLovin - https://axon.ai
Cognition - https://cognition.ai
Console - https://console.com
CrowdStrike - https://crowdstrike.com
ElevenLabs - https://elevenlabs.io
Figma - https://figma.com
Fin - https://fin.ai
Gemini - https://gemini.google.com
Graphite - https://graphite.com
Gusto - https://gusto.com/tbpn
Labelbox - https://labelbox.com
Lambda - https://lambda.ai
Linear - https://linear.app
MongoDB - https://mongodb.com
NYSE - https://nyse.com
Phantom - https://phantom.com/cash
Plaid - https://plaid.com
Public - https://public.com
Railway - https://railway.com
Restream - https://restream.io
Shopify - https://shopify.com
Turbopuffer - https://turbopuffer.com
Vanta - https://vanta.com
Vibe - https://vibe.co
Sentry - https://sentry.io
Cisco -  https://www.ciscoaisummit.com/ai-virtual-summit.html
Okta - https://www.okta.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

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.com is made possible by:
Ramp - https://Ramp.com
AppLovin - https://axon.ai
Cognition - https://cognition.ai
Console - https://console.com
CrowdStrike - https://crowdstrike.com
ElevenLabs - https://elevenlabs.io
Figma - https://figma.com
Fin - https://fin.ai
Gemini - https://gemini.google.com
Graphite - https://graphite.com
Gusto - https://gusto.com/tbpn
Labelbox - https://labelbox.com
Lambda - https://lambda.ai
Linear - https://linear.app
MongoDB - https://mongodb.com
NYSE - https://nyse.com
Okta - https://www.okta.com
Phantom - https://phantom.com/cash
Plaid - https://plaid.com
Public - https://public.com
Railway - https://railway.com
Ramp - https://ramp.com
Restream - https://restream.io
Sentry - https://sentry.io
Shopify - https://shopify.com
Turbopuffer - https://turbopuffer.com
Vanta - https://vanta.com
Vibe - https://vibe.co
Sentry - https://sentry.io
Cisco - https://www.ciscoaisummit.com/ai-virtual-summit.html

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

Sign up for TBPN’s daily newsletter at TBPN.com

(01:20) - Kling AI Surpasses 12M Users

(15:45) - China's Aging Tech Worker Crisis

(23:12) - Rich Greenfield, a General Partner at LightShed Ventures and a seasoned media and technology analyst, discusses the intensifying competition between Netflix and Paramount-Skydance to acquire Warner Bros. Discovery's assets. He highlights Netflix's strategic shift to an all-cash $72 billion offer, aiming to streamline the merger process and provide value clarity to Warner shareholders. Greenfield also examines the implications of Paramount-Skydance's $77.9 billion hostile bid, emphasizing the potential impact on the media landscape and the importance of strategic investments in content and technology.

(53:45) - Thinking Machine Leadership in Flux

(01:13:21) - 𝕏 Timeline Reactions

(01:51:18) - Jan Sramek, a former Goldman Sachs trader and founder of California Forever, is leading an ambitious project to build a new city in Solano County, California. In the conversation, he discusses the challenges of traveling with young children, the decade-long effort to assemble land for the project, and the importance of creating a thoughtfully planned community to address housing shortages and economic development in the region.

(02:33:17) - George Lewin, co-founder and CEO of Testudo, discusses the launch of a new category of insurance specifically designed for enterprises deploying generative AI systems. He explains that traditional insurance policies often exclude AI-related risks, leaving companies vulnerable to litigation stemming from issues like copyright infringement, defamation, and data breaches. To address this, Testudo offers purpose-built AI liability insurance that covers legal costs, damages, and settlements associated with these risks, enabling organizations to innovate with confidence.

(02:47:58) - Ara Kharazian, an economist at Ramp, analyzes business spending trends, particularly in AI adoption. He discusses the disparity between executives and employees regarding AI's impact on work efficiency, noting that while surveys show mixed perceptions, actual spending data indicates growing investment in AI tools. Kharazian also highlights that AI adoption varies across industries, with tech and finance leading, and emphasizes the challenges in measuring AI's true impact on the labor market.

TBPN.com is made possible by: 
Ramp - https://Ramp.com
AppLovin - https://axon.ai
Cognition - https://cognition.ai
Console - https://console.com
CrowdStrike - https://crowdstrike.com
ElevenLabs - https://elevenlabs.io
Figma - https://figma.com
Fin - https://fin.ai
Gemini - https://gemini.google.com
Graphite - https://graphite.com
Gusto - https://gusto.com/tbpn
Labelbox - https://labelbox.com
Lambda - https://lambda.ai
Linear - https://linear.app
MongoDB - https://mongodb.com
NYSE - https://nyse.com
Phantom - https://phantom.com/cash
Plaid - https://plaid.com
Public - https://public.com
Railway - https://railway.com
Restream - https://restream.io
Shopify - https://shopify.com
Turbopuffer - https://turbopuffer.com
Vanta - https://vanta.com
Vibe - https://vibe.co
Sentry - https://sentry.io
Cisco - https://www.ciscoaisummit.com/ai-virtual-summit.html
Okta - https://www.okta.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

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.com is made possible by:
Ramp - https://Ramp.com
AppLovin - https://axon.ai
Cognition - https://cognition.ai
Console - https://console.com
CrowdStrike - https://crowdstrike.com
ElevenLabs - https://elevenlabs.io
Figma - https://figma.com
Fin - https://fin.ai
Gemini - https://gemini.google.com
Graphite - https://graphite.com
Gusto - https://gusto.com/tbpn
Labelbox - https://labelbox.com
Lambda - https://lambda.ai
Linear - https://linear.app
MongoDB - https://mongodb.com
NYSE - https://nyse.com
Okta - https://www.okta.com
Phantom - https://phantom.com/cash
Plaid - https://plaid.com
Public - https://public.com
Railway - https://railway.com
Ramp - https://ramp.com
Restream - https://restream.io
Sentry - https://sentry.io
Shopify - https://shopify.com
Turbopuffer - https://turbopuffer.com
Vanta - https://vanta.com
Vibe - https://vibe.co

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