TBPN

Tech Stocks Face $2.5T Rout, Anthropic IPO, Tesla Winds Down CyberTruck | Diet 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

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AI Boom Reality Check, Jobs Boom, Cybertruck Scrapped | Praveer Melwani, Keller Cliffton, Rahul Sonwalkar, Max Siegelman, D.A. Wallach

(01:33) - AI Boom Reality Check (16:00) - Jobs Boom (21:56) - Hedge Fund Selloff (24:12) - 𝕏 Timeline Reactions (26:50) - Cybertruck Scrapped (38:02) - WSJ Mansion Section (46:31) - Praveer Melwani is the CFO of Figma, the collaborative design and software development platform. He oversees the company’s financial strategy, operations, and long-term planning, helping scale Figma through its rapid growth and transition into a publicly traded company. He is also an advocate for using AI to transform corporate finance and automate business workflows. (56:36) - Keller Cliffton is the co-founder and CEO of Zipline, the autonomous drone delivery company transforming how medical supplies, food, and consumer goods are transported. Zipline began by delivering blood and vaccines to remote hospitals in Rwanda and has since expanded across four continents, partnering with companies like Walmart and Uber Eats. The company recently raised $1.5 billion at a $21.5 billion valuation. Before founding Zipline, Cliffton studied at Harvard and was a professional rock climber. (01:11:45) - Rahul Sonwalkar is the founder and CEO of Julius AI, an AI-powered data analysis platform that allows users to analyze spreadsheets, generate visualizations, and perform complex statistical modeling using natural language. A Y Combinator alumnus and former engineer at Uber and Facebook, he has grown Julius to more than 2 million users and raised $10 million in funding led by Bessemer Venture Partners. (01:20:00) - Max Siegelman is the founder of Siegelman Stable, a luxury sportswear and streetwear brand known for its vintage-inspired hats, apparel, and celebrity following. Launched in 2020 as a tribute to his family's horse racing business, the brand has gained popularity among figures like Kendall Jenner, Justin Bieber, and Aaron Judge, with collaborations spanning major sports teams and fashion. A portion of the brand's proceeds supports equine therapy programs. (01:40:05) - D.A. Wallach is the co-founder and general partner of Time BioVentures, a venture capital firm investing in biotechnology, healthcare, and breakthrough medical technologies. He was an early investor in companies including Spotify, SpaceX, and Neuralink, and previously fronted the indie rock band Chester French, which was discovered by Pharrell Williams. He has since become a prominent investor focused on transforming medicine through innovative biotech 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 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

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NASDAQ Plunges As AI Stocks Sink, GTA 6, OpenAI’s Revenue Inflection | Diet 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

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The Market Cries Out for Help, Neocloud FUD, Strauss Zelnick Fires Back at Take-Two Slander

(01:04) - NASDAQ Plunges (17:33) - Neocloud FUD (17:38) - 𝕏 Timeline Reactions (27:58) - Strauss Zelnick Fires Back at Take-Two Slander (32:30) - 𝕏 Timeline Reactions 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

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Wall Street Soars, Midterms Shake Up AI Race, Prediction Markets Win | Diet 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

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Politics 101, Prediction Markets Win, FOGO | Apoorva Mehta, Alex Spiro, Anish Agarwal, Derek Blasberg

(01:05) - Midterm Election Recap (04:19) - Prediction Markets Win (23:56) - 𝕏 Timeline Reactions (25:57) - FOGO (32:16) - Ferrari Raises Its Outlook (36:40) - EU Plans to Downgrade Art Risk (40:23) - Apoorva Mehta, co-founder and former CEO of Instacart and founder of Abundance, discusses Instacart’s resilience, its evolution from a widely doubted idea into a major public company, and the persistence behind its success. He also explores the future of long-running AI agents, agentic investing, and Abundance’s goal of using AI-driven capital allocation to build a highly valuable company that benefits humanity. (01:01:16) - Alex Spiro, a prominent Quinn Emanuel trial lawyer and former prosecutor who represents high-profile founders and celebrities, discusses handling complex public cases, building an authentic legal career, and AI’s potential to streamline litigation. He also reflects on his growing business ventures, partnership with Tom Brady, and the challenges of online misinformation. (01:34:05) - Anish Agarwal discusses his role as co-founder and CEO of Traversal, which builds an AI site reliability engineer that identifies and resolves failures in complex enterprise systems. He explains the company’s focus on Fortune 500 customers, usage-based model, growing integration with coding agents, and recent $120 million fundraise at a $1 billion valuation. (01:42:56) - Derek Blasberg discusses his work as a New York-based fashion writer and his new book on legendary photographer Richard Avedon. He explores Avedon’s influence on fashion, photography, and culture while reflecting on AI-generated imagery, creative originality, and the renewed value of physical art and in-person experiences. 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

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Apple & Palantir Earnings, Elon Caps Grok Bot Usage, SpaceX’s Starfall | Diet 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

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$AAPL + $PLTR, Value of a Search, Grok Bot Breaks the Bank | Harley Finkelstein, Bridgit Mendler, Dylan Patel & Max Kan & Andrew Megalaa

(02:14) - $AAPL + $PLTR Earnings (05:28) - Value of a Search (13:08) - Grok Bot Breaks the Bank (16:55) - 𝕏 Timeline Reactions (25:37) - Harley Finkelstein, Shopify’s president, discusses the company’s strong Q3 results, major brand migrations, and the growing role of AI-powered commerce. He explains how shopping agents can improve product discovery and purchasing while urging merchants to provide detailed product information ahead of Black Friday and Cyber Monday. (40:41) - Bridgit Mendler is the co-founder and CEO of Northwood Space, an aerospace startup building next-generation ground stations and antennas to improve communication between Earth and satellites. Previously a Disney Channel actress and singer best known for Good Luck Charlie, she earned a master's degree from MIT and a law degree from Harvard. Her company recently raised $375 million at a $2 billion valuation, with backing from Andreessen Horowitz and DFJ Growth. (51:14) - Dylan Patel, Max Kan & Andrew Megalaa. Dylan Patel is the founder, CEO, and chief analyst of SemiAnalysis, a leading research firm covering semiconductors, AI infrastructure, and data center economics. He is known for his detailed analysis of NVIDIA, advanced chip manufacturing, AI compute clusters, and the economics of training and running frontier AI models. Max Kan is an analyst at SemiAnalysis and co-lead of its Tokenomics research team, where he models the economics of AI inference, token pricing, and future demand for AI hardware. He previously worked in strategy and product at Jane Street and co-founded Habitat, a reinforcement-learning environments startup. Andrew Megalaa is a researcher at SemiAnalysis focused on AI tokenomics, inference economics, and frontier model performance. Alongside Max Kan and Dylan Patel, he has published research comparing AI subscription economics and developing GDPx, a benchmark measuring AI capabilities across economically valuable fields such as software engineering, finance, cybersecurity, and chip design. (01:17:24) - 𝕏 Timeline Reactions 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

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Anthropic Q3 Revenue, Europe’s Freezer Hack Scare, Northwood Raises $375M | Diet 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

Live from NYSE | Joe Weisenthal, Emily Sundberg, Ryan Serhant, Lynn Martin

(00:21) - Joe Weisenthal is a Bloomberg financial journalist and co-host of the *Odd Lots* podcast. Joe Weisenthal discusses the midterm elections, prediction markets, the resilience of American consumers, and whether AI investment can deliver meaningful productivity gains and returns. (22:40) - Emily Sundberg, founder of the business-and-culture newsletter Feed Me, discusses its growth from a side project into an independent media company with podcasts, events, merchandise, and a production deal with Higher Ground. She also shares her views on AI’s influence, Substack’s increasingly crowded market, independent media economics, and her enthusiasm for New York’s holiday season. (40:10) - Ryan Serhant discusses expanding his media-driven real estate brokerage into competitive markets, using social content and technology to generate leads and improve the customer experience. The prominent real estate entrepreneur also examines housing affordability, limited inventory, AI-generated listings, emerging luxury buyers, and the future of major markets such as New York, San Francisco, and Los Angeles. (01:07:20) - Anthropic Q3 Revenue (01:08:25) - Europe's Fridge Hacking Scare (01:11:01) - Timeline Reactions (01:18:56) - Lynn Martin, president of the New York Stock Exchange, discusses market uncertainty, blockchain-based modernization, tokenization, cybersecurity, prediction markets, and the continued appeal of U.S. capital markets. She also highlights the NYSE’s planned expansion to 23-hour trading and emphasizes combining human judgment with advanced technology to improve market efficiency and integrity. 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

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Tech Stock Bloodbath, Binance Hacked, The Mansion Section | Diet 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

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Warren Buffett & Charlie Munger LIVE on TBPN, Intel Stock Crashes, WSJ Mansion Section | Darren Rovell, Will Manidis, David Senra

(00:10) - Warren Buffett & Charlie Munger LIVE on TBPN 🎃 (09:01) - Binance Faces $6.3B Hack Fallout (15:09) - Intel Stock Crashes (17:35) - Polymarket Hit by Wallet Breach (19:36) - WSJ Mansion Section (23:29) - Darren Rovell discusses his passion for sports, business, and historical collectibles, drawing on his expertise as a collector and entrepreneur. He explores rare Warren Buffett memorabilia, autograph values, shipping risks, preservation strategies, and the booming market for high-end items such as sports cards, jerseys, and dinosaur fossils. (53:26) - Will Manidis discusses *Commanding Heights*, his new book co-authored with Joe Roberts, which examines how rapidly advancing AI could reshape national power, currencies, financial markets, businesses, and labor. He argues that the United States and China may dominate frontier AI, global transactions could increasingly rely on the dollar, and firms positioned to benefit from scaling intelligence—such as Meta—could gain significant advantages. (01:11:42) - 𝕏 Timeline Reactions (01:31:51) - David Senra is the creator and host of Founders, a popular business podcast where he studies the biographies of history’s greatest entrepreneurs, including Steve Jobs, John D. Rockefeller, and Estée Lauder. Through hundreds of episodes, he explores the habits, strategies, and philosophies behind building enduring companies, with a particular focus on founder psychology and the lessons of business history. He also launched a second podcast, David Senra, featuring long-form interviews with living founders and business leaders such as Daniel Ek, Michael Dell, and Jimmy Iovine. 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

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Google Earnings, Jensen Targeted in Chinese Spy Plot, The Rise of Fake Wall St. Traders | Diet 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

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Google Earnings, Jensen Targeted in Chinese Spy Plot, Ice Cube Joins | Luke Igel, David Rader & Jared Allen, Jake Stauch, Jay Madheswaran, Arthur Querou

(02:59) - Google Earnings Recap (16:14) - Jensen Targeted in Chinese Spy Plot (25:25) - 𝕏 Timeline Reactions (34:19) - The Rise of Fake Wall Street Traders (43:21) - Luke Igel discusses Kino, a collaborative, browser-based video editor that lets teams and AI agents work together on shared timelines. He explains how Kino combines real footage, motion graphics, and generative AI while preserving the creative control artists need for professional video production. (54:17) - Ice Cube, a rapper, actor, entrepreneur, and co-founder and CEO of Big3, discusses creating the professional three-on-three basketball league to fill the summer sports gap. He explains its fast-paced rules, star talent, cultural appeal, and plans to expand globally using capital from its proposed public-market debut. (01:21:19) - David Rader & Jared Allen discuss investing in emerging sports as a founder and principal of Unisports Group. They explain the firm’s investment in The Curling Group and outlines curling’s growth potential through live events, sponsorships, extensive media coverage, social engagement, and expansion in the U.S. market. (01:43:17) - Jake Stauch discusses Serval’s $150 million funding round and its mission to replace legacy enterprise platforms with a secure, broad automation solution. He highlights strong enterprise adoption, cybersecurity investments, talent density, and the company’s ambitions to compete with ServiceNow while avoiding becoming a legacy provider itself. (01:48:27) - Jay Madheswaran discusses how Eve, where he is co-founder and CEO, uses AI to help plaintiff law firms serve more clients efficiently, from initial intake through case resolution. He explains that AI can expand access to legal representation by reducing labor constraints, while human attorneys, case managers, and paralegals remain essential until voice AI improves in latency and intelligence. (01:55:13) - Arthur Querou, founder of connected-TV advertising platform Vibe, discusses the company’s continued independence and growth following its acquisition by Walmart. He highlights Walmart Audiences, which uses commerce data to help performance marketers precisely target streaming-TV ads, and describes how Vibe and Walmart Connect are combining their expertise to make TV advertising more measurable and accessible to smaller brands. 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

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Apple’s ‘Pro and Tell,’ Google’s Two New AI Models, OpenAI Eyes Google’s Custom Chips | Diet 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

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Apple Pro and Tell, Genie 4, The Gurmanator Joins | Mark Gurman, Zach Rash, Ben Liu, Amiram Shachar, Jasper Zhang

(00:31) - Apple's Pro and Tell Event (16:29) - Genie 4 (25:50) - OpenAI Eyes Custom Google Chips (31:24) - 𝕏 Timeline Reactions (55:14) - Mark Gurman discusses Apple’s latest products, drawing on his expertise as a Bloomberg technology journalist and prominent Apple reporter. He praises the iPhone Duo and OLED MacBook Pro while addressing manufacturing defects, software quirks, Apple’s lagging AI strategy, and its broader challenges with innovation and acquisitions. (01:29:58) - Zach Rash discusses Coco Robotics’ autonomous sidewalk delivery robots, including its fleet of roughly 1,000 units, UK expansion through DoorDash and Deliveroo, and plans to manufacture 20,000 next-generation robots for 2027. The co-founder and CEO also explains Coco’s fleet operations, regulatory challenges, AI benchmarks, and goal of safely navigating complex urban environments at scale. (01:40:28) - Ben Liu discusses his role as co-founder and CEO of Formation Bio, an AI-native pharmaceutical company focused on making clinical trials and drug development faster and more affordable. He explains how its $600 million fund will finance promising individual drug assets while using AI, specialized talent, and a hub-and-spoke model to bring more medicines to patients. (01:52:37) - Amiram Shachar discusses Upwind, the cloud and AI cybersecurity company he co-founded and leads as CEO. He explains its platform-based security approach, the team’s cloud infrastructure expertise, AI’s impact on software development and cyber threats, and the company’s recent $400 million Series C funding round. (01:59:22) - Jasper Zhang discusses founding Hyperbolic, a unified platform that aggregates and orchestrates global GPU compute, allowing customers to flexibly access, manage, and resell unused capacity. A math prodigy who completed his UC Berkeley PhD in two years, Zhang also explains Hyperbolic’s broad hardware support, strategic investor relationships, and recently raised $30 million. 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

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Anduril’s American-Made Laptops, OpenAI Disproves ETH, New MacBook Pro | Diet 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

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Anduril Laptop, DoorDash + Instacart, Gavin Baker Joins | Miles Arnone, Rahul Sengottuvelu

(01:47) - Anduril Laptop (17:16) - Apple Unveils New Macbook Pro (21:12) - 𝕏 Timeline Reactions (22:54) - OpenAI Announces Three New Discoveries (36:51) - Anthropic Founders Can Name Secret Successors (39:23) - China's AI Bubble is Already Bursting (43:34) - AI Startup Dating Show Goes Viral (47:57) - DoorDash + Instacart (54:24) - Harley-Davidson's Electric Motorcycle Stalls (59:57) - Miles Arnone discusses his role as co-founder and CEO of Rebuild Manufacturing, a 2,000-person company restoring U.S. industrial capacity through engineering, domestic production, and new hard-tech ventures. He outlines Rebuild’s acquisition strategy, advances in affordable drone and vehicle manufacturing, skepticism toward overreliance on robotics, and a $2.1 billion fundraise led by JPMorgan Chase and General Catalyst. (01:12:43) - Rahul Sengottuvelu discusses Ramp’s expansion into AI-powered financial and software automation as the company’s CTO. He introduces Inspect, a secure, collaborative, multi-model coding agent designed to handle complex codebases, integrate with company systems, and give finance teams visibility and control over AI spending. (01:21:12) - Gavin Baker discusses the accelerating adoption and strong economics of AI, emphasizing Anthropic’s diversified customer base, surging demand for compute, and the transformative potential of AI agents. The Atreides Management managing partner also shares his optimistic investment outlook on infrastructure, biology, energy, and broader public participation in the AI economy. (02:02:40) - 𝕏 Timeline Reactions 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

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Gavin Baker on Anthropic's S-1, GPU Prices, and SpaceX

This is our full interview with Gavin Baker. We discuss his biggest takeaways from Anthropic's S-1, the growing demand for GPUs and why compute prices keep rising, how SpaceX and Anthropic going public could unlock more capital for AI investment, the rise of AI agents, and why he believes Wall Street is underestimating the AI boom. 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

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Anthropic Files for IPO, Samsung Spyware Concerns | Diet 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

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