TBPN

• Paramount Strikes Back, Ads In Gemini, Bieber’s Apple Beef | Diet TBPN

  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.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://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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• Netflix's Size is Not Size, Ads in Google Gemini, Prediction Markets on a Tear | Rich Greenfield, Delian Asparouhov, Sarah Harrelson, Morgan Housel, Andrew Pignanelli, Brian Mehler, Will Wilson

  (01:57) - Rich Greenfield, a partner and media analyst at LightShed Partners, discusses the complexities of the ongoing bidding war between Netflix and Paramount for Warner Bros., highlighting the antitrust implications and the evolving competitive landscape in the streaming industry. He emphasizes that defining the market narrowly to only include premium subscription streaming services overlooks the vast competition from platforms like YouTube and traditional television, making antitrust evaluations challenging. Greenfield also notes that both Netflix and Paramount aim to leverage Warner Bros.' extensive content library to enhance their offerings, with Netflix's algorithmic prowess potentially revitalizing underutilized assets. (21:06) - Timeline Reactions to WB Bidding War (44:11) - 𝕏 Timeline Reactions (53:52) - Prediction Markets on a Tear (01:03:11) - Delian Asparouhov is a Partner at Founders Fund and Co-Founder and President of Varda Space Industries, a company pioneering in-space manufacturing of pharmaceuticals and advanced materials. In the conversation, he discusses the appointment of Jared Isaacman as NASA Administrator, emphasizing Isaacman's leadership qualities and the positive impact on the commercial space industry. He also explores the strategic importance of lunar missions, advocating for the Moon as a critical step toward Mars exploration, and highlights the potential of space-based infrastructure like mass drivers for efficient transportation of materials. (01:32:03) - Sarah Harrelson, founder and editor-in-chief of Cultured magazine, discusses the magazine's focus on contemporary arts and its holistic approach to content. She shares insights on the evolving art market, noting a recent correction and the importance of collectors who buy in both good and bad markets. Harrelson also reflects on the current challenges facing Los Angeles's art scene, emphasizing the need for new theaters and innovative approaches to engage audiences. (02:01:25) - Google Adding Ads to Gemini in 2026 (02:06:57) - 𝕏 Timeline Reactions (02:17:32) - Morgan Housel is a partner at The Collaborative Fund and a former columnist for The Wall Street Journal and The Motley Fool. He is the author of the best-selling books "The Psychology of Money" and "Same As Ever," which have sold millions of copies worldwide. In the conversation, Housel discusses his current focus on reading and contemplating future projects, the challenges authors face in balancing audience expectations with creative freedom, and the importance of honest marketing in building a long-term brand. (02:36:55) - Andrew Pignanelli, co-founder and CEO of The General Intelligence Company of New York, discusses the company's mission to enable one-person, billion-dollar businesses through AI agents. He highlights their recent $8.7 million seed funding led by Union Square Ventures and introduces "Cofounder," an AI chief of staff designed to proactively assist businesses by automating tasks and integrating with various tools. Pignanelli envisions a future where AI agents manage entire companies, allowing entrepreneurs to focus on strategic decisions while agents handle day-to-day operations. (02:45:43) - Brian Mehler, CEO of Stable, discusses the recent launch of Stable's mainnet, a Layer 1 blockchain designed to streamline financial transactions using stablecoins, with USDT serving as the native gas token. He highlights the network's key differentiators, including its partnerships with PayPal Ventures and Anchorage Digital, and the use of USDT for transaction fees to simplify user experience. Mehler also emphasizes the network's speed and cost-effectiveness compared to traditional Layer 1 blockchains, aiming to address common frustrations in financial transactions. (02:50:41) - Will Wilson, CEO and co-founder of Antithesis, discusses his company's approach to improving software reliability through deterministic simulation testing. He explains that traditional testing methods often fail to uncover unforeseen issues, whereas Antithesis's platform runs software in a controlled, simulated environment to identify and reproduce rare bugs. Wilson also highlights the significance of their partnership with Jane Street, which began as a customer relationship and evolved into a strategic investment, underscoring the platform's effectiveness in enhancing software quality. 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.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioProfound - https://tryprofound.comJulius AI - https://julius.aiturbopuffer - https://turbopuffer.comPolymarket - https://polymarket.com/fal - 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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• Netflix Acquires Warner Brothers, Apple’s Leadership Shakeup, SpaceX Prepares For IPO | Diet TBPN

  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.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://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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• Live @ NYSE, Netflix to Acquire Warner Bros. | Keith Rabois, Emily Sundberg, Adam Faze

  (00:43) - Netflix to Acquire Warner Bros. (21:04) - 𝕏 Timeline Reactions (40:44) - Keith Rabois is a veteran Silicon Valley operator and investor, known for senior roles at PayPal, LinkedIn, and Square, and as a general partner at top venture firms including Khosla Ventures and Founders Fund. He’s recognized for his sharp strategic instincts, contrarian takes on markets and company building, and for backing category-defining startups across fintech, real estate, and AI. (01:23:27) - Lynn Martin, the 68th president of the New York Stock Exchange and chair of Fixed Income & Data Services at Intercontinental Exchange, discusses the NYSE's annual tree lighting ceremony, highlighting the participation of celebrities, mascots, and charitable organizations, and emphasizes the event's role in fostering community engagement and supporting listed companies. She also touches on the significance of ETFs, noting their impact on financial markets by providing liquidity and transparency, and anticipates a busy start to 2026 for IPOs, acknowledging potential market volatility due to upcoming midterm elections. (01:36:50) - Emily Sundberg is a New York–based writer and director, best known for her daily business newsletter, "Feed Me," which has grown into a seven-figure Substack enterprise with over 150,000 readers. In the conversation, she discusses the expansion of "Feed Me" into podcasting with the launch of "Expense Account," hosted by resident food critic J Lee, and her plans to extend coverage to California, acknowledging the significant portion of her readership based there. Additionally, Sundberg reflects on the competitive landscape between platforms like Substack and Patreon, emphasizing the importance of nurturing new talent rather than poaching existing creators. (02:03:00) - Adam Faze is a 28-year-old American film producer and entrepreneur, known for co-founding the production company Must Be Nice and serving as studio chief at FazeWorld. In the conversation, he discusses the merger between Warner Brothers and Netflix, expressing support for the consolidation as a strategic move to compete with tech giants like Meta, Google, and TikTok. Faze emphasizes that combining Warner Brothers' rich intellectual property with Netflix's powerful distribution network positions the entertainment industry to better capture audience attention in a rapidly evolving digital landscape. 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.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioProfound - https://tryprofound.comJulius AI - https://julius.aiturbopuffer - https://turbopuffer.comPolymarket - https://polymarket.com/fal - 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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• Live From NYSE, The Gemini Win Scenario, OpenAI Monetizing With Ads | Diet TBPN

  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.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://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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