TBPN

(06:15) - 𝕏 Timeline Reactions

(10:55) - Some Math Problems

(25:12) - SpaceX's $40B NVIDIA Chip Deal

(35:59) - Porsche Mission S

(52:27) - Walter Russell Mead, a distinguished fellow at the Hudson Institute, discusses the decline of mid-20th-century democratic capitalism and society’s transition into an uncertain technological era. He explores AI’s economic and geopolitical effects, human adaptability, the balance between state power and individual liberty, and declining trust in experts while expressing optimism about technology’s potential to improve life.

(01:32:01) - Kat Cole, CEO of AG1, discusses the company’s retail expansion, product innovation, and investment in clinical research. She explains how AI improves product discovery, customer service, supply-chain traceability, scientific development, and operational efficiency while allowing AG1 to invest more in research, marketing, and customer experience.

(01:44:58) - Tarek Alaruri discusses Stuut’s $52.5 million Series B and the company’s rapid growth under his leadership as co-founder and CEO. He explains how Stuut’s digital coworker helps major businesses collect overdue revenue, supported by cold calling and partnerships with firms such as Microsoft, Fiserv, and Ernst & Young.

(01:50:51) - Tyler Niday discusses Bonsai Robotics, a full-stack physical AI company developing autonomous machines for agriculture and other rugged environments. He highlights its 430 deployed robots, partnership with Nvidia, extensive field data, and ability for one person to manage a fleet across multiple platforms using a unified world model.

(01:56:10) - Scott Morton discusses Revel’s rapid growth and its software platform for testing and controlling complex physical systems such as nuclear reactors, jet engines, and rockets. He highlights the expanding hard-tech ecosystem, the influence of former SpaceX engineers, and Revel’s ability to dramatically accelerate customer testing and development.

(02:03:14) - Josiah Meyer discusses co-founding and leading Health Leap, an AI healthcare company backed by Sequoia with $38 million in funding. He explains how its technology helps hospitals detect overlooked conditions, improve patient outcomes, and reduce costs, while reflecting on his entrepreneurial beginnings in South Africa and AI’s growing capabilities in mathematics.

(02:10:48) - Aarush Selvan discusses his work as a ChatGPT product manager and the launch of GPT-6 for 1.2 billion users. He explains its intelligent, dynamically generated interfaces and ability to answer while reasoning, while reflecting on how nondeterministic AI is reshaping product management, design, and collaboration at OpenAI.

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

(05:10) - "Digger" Review

(06:42) - AI Mods Run into Copyright Law

(16:26) - The Case Against AI Job Doom

(28:29) - Warren Buffett Discovers YouTube

(35:08) - 𝕏 Timeline Reactions

(49:42) - Mistral Launches Le Chonk

(55:19) - Greg Fleming discusses his career in financial services and his role as CEO of Rockefeller Capital Management, which provides comprehensive advice to wealthy families. He explains the firm’s growth, approach to private-market investing and diversification, and use of AI to improve advisor productivity while preserving personalized client relationships.

(01:17:40) - TJ Parker discusses his return to operating as CEO of General Medicine after founding PillPack and spending several years investing. He outlines General Medicine’s mission to become a seamless, consumer-focused healthcare storefront by combining transparent pricing, medical records, pharmacy access, and AI-enabled infrastructure. He also reflects on lessons from PillPack and explains how his healthcare expertise and experienced team position the company to simplify interactions with the broader medical system.

(01:32:04) - Joowon Kim discusses leaving Ramp to co-found Melius, an AI-powered creative platform that has raised $25 million. He outlines Melius’s tools for generating and editing media, its enterprise customers and integrations, and his vision of enabling anyone to turn their imagination into creative content.

(01:43:24) - Rick Dungey, executive director of the National Christmas Tree Association, discusses the Christmas tree industry, including farming, demand planning, White House tree selection, and proper tree care. He also highlights the association’s advocacy work and Trees for Troops, a charitable program providing Christmas trees to military families.

(02:00:31) - Dylan Field discusses Figma’s new Design Agent, emphasizing its ability to enhance designers’ creativity and productivity rather than replace them. The Figma co-founder and CEO also explores specialized AI models, human judgment, transparency around AI-generated work, and the importance of using AI to expand original thinking instead of automating it away.

(02:20:02) - Hardik Kabaria discusses his background as Vinci’s co-founder and CEO, drawing on a Stanford PhD and eight years developing manufacturing software at 3D-printing company Carbon. He explains Vinci’s physics foundation model, which helps semiconductor companies automate thermal analysis, accelerate time to market, and improve product performance while preserving data privacy through on-premises deployment. He also outlines plans to expand into mechanical and electromagnetic physics following the company’s $250 million fundraise.

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

(01:17) - AI Video Game Mods

(18:04) - 𝕏 Timeline Reactions

(37:13) - Chinese Cars Take Over Britain

(43:49) - Fiat's $15k Microcar

(57:09) - Sean Frank, CEO of Ridge, discusses the company’s rapid growth, his decision not to sell its business data to AI firms, and how AI is transforming e-commerce operations, advertising, and creative production. He also explores agent-driven shopping, TikTok marketing, consumer spending, celebrity partnerships, and Ridge’s potential expansion into physical retail.

(01:29:21) - Linda Du, president, COO, and co-founder of Valon Technologies, discusses the company’s $150 million Series D at a $2.3 billion valuation. She explains how Valon built and operated a mortgage servicer to prove its software before becoming a pure-play provider of AI-powered mortgage-servicing technology.

(01:38:33) - Ali Partovi discusses his successful year as founder and CEO of venture capital firm Neo, his strategy of concentrating investments in fewer high-potential founders, and his backing of companies such as Cursor and Etched. He proposes holding AI companies responsible when their systems autonomously commit crimes, arguing that stronger liability would encourage the development of powerful AI that obeys existing laws.

(02:05:36) - Sigil Wen discusses Underdog, a free, private personal AI that runs directly on users’ devices across major platforms. He explains its on-device performance, privacy benefits, invite-only beta, and potential payments-based business model involving AI agents that find deals and complete purchases.

(02:13:12) - Jerry Wu discusses his work as co-founder and CEO of Halluminate, which builds training benchmarks and reinforcement-learning environments that improve AI models’ performance on non-coding knowledge work. He explains how these environments teach and evaluate tasks such as financial modeling and presentations, highlights the company’s $30 million fundraise, and predicts increasingly complex simulations involving multiple agents, companies, governments, and industries.

(02:22:41) - Bryan Johnson, a tech entrepreneur and longevity advocate, discusses his goal of dunking a basketball at age 49 as part of a broader shift from strict health optimization toward ambitious physical “side quests.” He also explores biomarkers, peptides, strength training, aviation risks, motorsports, and how challenging pursuits can promote health, focus, and personal growth.

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