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

(00:20) - TBPN Merch Drop

(05:48) - Jensen Out

(09:45) - Colette Kress Takes NVIDIA's Helm

(29:11) - Short Seller Flagged NVIDIA's Risk

(37:47) - Post-Jensen Era Begins

(54:18) - GPT-6 Cyber

(57:40) - Dylan Patel discusses the potential fallout from a leadership crisis at Nvidia, including succession challenges, slower decision-making, tighter China restrictions, and risks to the open-source AI ecosystem. A semiconductor and AI analyst, he also evaluates possible CEO candidates, shifting advantages among AI labs, and how specialized data is driving uneven gains in model capabilities.

(01:28:58) - Eric Newcomer, founder of the tech publication Newcomer and co-founder of the Cerebral Valley AI Summit, discusses the event’s origins and growth into a major gathering for AI leaders. He also explores leadership uncertainty at Nvidia, opportunities for competing chipmakers, and Silicon Valley’s political realignment following the midterm elections.

(01:39:17) - Tantum Teddy discusses his book *The Bitter Struggle*, drawing on his experience in the Biden White House to examine U.S.–China AI competition, chip export controls, and the challenge of balancing innovation, national security, and democratic values. He also describes his startup, Inherent, which develops human–AI collaboration tools for scientific research and other complex, open-ended problems.

(01:55:54) - Joe Fioti, co-founder and CEO of Luminal, discusses the company’s software-defined AI accelerator platform and its recent $25 million funding round. He explains how Luminal’s compiler stack unlocks heterogeneous computing, supports chipmakers and AI companies, and reduces inference costs through partnerships with platforms such as AWS Trainium and Positron.

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

This is our full interview with Dylan Patel.
We discuss how Jensen Huang's resignation could reshape NVIDIA's role as the central bank of AI, who could replace Jensen as CEO, how Chinese AI labs are reacting, the future of US chip export restrictions, and what Jensen's departure means for venture capital and AI startups.
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
Sign up for TBPN’s daily newsletter at TBPN.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 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

(03:13) - Brian Chesky Goes on the Nice List

(06:33) - Jensen Scandal Tests NVIDIA Board

(13:07) - 𝕏 Timeline Reactions

(24:44) - AI is BACK!

(31:56) - 𝕏 Timeline Reactions

(35:46) - WSJ: There's No Such Thing as a Stock Market Bubble

(43:53) - The Great Hobby Debate

(57:42) - Dan Goldenberg discusses his journey from Navy captain and corporate executive to president of the Call of Duty Endowment. He explains how the organization uses rigorous, results-driven philanthropy to help veterans secure high-quality civilian jobs and explores how AI could enable employment counselors to support more veterans effectively.

(01:22:32) - Darren Farber discusses his experience as a former Department of Defense weapons buyer and current defense-focused private equity investor at Albion River. He explains his strategy of acquiring critical weapons-component manufacturers, using automation to strengthen production, and applying battlefield lessons to defense manufacturing while assessing AI, drones, supply chains, and venture capital’s growing role in the industry.

(01:45:17) - Walter Goodwin, founder and CEO of AI chip company Fractile, discusses its $720 million funding round and plans to expand its global team, secure manufacturing capacity, and accelerate chip production. He explains Fractile’s memory-stacking architecture, which aims to deliver dramatically higher bandwidth and faster AI model performance, while highlighting its potential role in cybersecurity and AI safety.

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