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TBPN

John Coogan & Jordi Hays
TBPN
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5 de 193
  • David Senra LIVE in The Ultradome | Chase Lochmiller & Alon Yariv, Filip Aronshtein, Gorkem Yurtseven, Sudheesh Nair, Julie Zhuo, Jakob Diepenbrock, Gabe Whaley
    (00:13) - Timeline (11:48) - The Inexorable Rise of Latin America's Drug Cartels (26:18) - Timeline (26:45) - Beers, Buns, Baseball: The 9-9-9 Challenge (31:35) - Timeline (43:38) - Chase Lochmiller, co-founder and CEO of Crusoe Energy Systems, discusses the company's acquisition of Atero to enhance GPU utilization and efficiency in AI workloads. He emphasizes the importance of optimizing memory management to improve GPU performance and reduce costs, aiming to deliver high-performance, scalable, and reliable AI cloud infrastructure. Additionally, Lochmiller highlights the establishment of Crusoe's first Middle East office in Tel Aviv, leveraging regional talent to better serve a global customer base. Alon Yariv is a technology executive and entrepreneur currently serving as CEO of Atero.ai, a startup he founded in 2024. He has a background in mathematics, holding a Bachelor of Science in Pure Mathematics from Tel Aviv University, with expertise in combinatorics, graph theory, topology, and algebraic number theory. In addition to his work in tech, he shares insights on AI, entrepreneurship, and product development through writing and social media. (58:57) - Fil Aronshtein, co-founder and CEO of Dirac, a company specializing in automating work instructions, discusses the company's partnership with Siemens, which has facilitated introductions to major automotive and defense clients, enhancing their market presence. He announces a successful primary financing round, securing $10.7 million from Founders Fund and Coatue, underscoring investor confidence in Dirac's mission. Aronshtein also highlights the importance of capturing and structuring tribal knowledge within manufacturing processes to improve efficiency and adaptability across various industries. (01:08:33) - Gorkem Yurtseven, co-founder and CTO of Fal.ai, a company specializing in AI-generated media, discusses the company's rapid growth, attributing it to a dual focus on enterprise sales and an accessible developer experience. He highlights the importance of fine-tuning image models for specific products, enabling better image generation, and anticipates similar advancements in video fine-tuning. Yurtseven also notes the emergence of competitive open-source video models from China, such as a recent release from Alibaba, while acknowledging that AI-generated media has yet to reach mainstream adoption. (01:18:34) - Sudheesh Nair discusses his company's recent $47 million funding round, emphasizing plans to create a new category by developing enterprise web agents that automate large-scale web browsing, transforming the internet into a structured database for enterprise analysis. He highlights the challenges of automating complex human-like browsing behaviors and outlines a proprietary architecture that captures website snapshots to generate synthetic data for scalable solutions. Sudheesh also addresses the competitive landscape, noting the convergence of browser agents, infrastructure providers, and code generation tools, and expresses confidence in his company's ability to build a significant enterprise-grade solution in this evolving market. (01:28:09) - Julie Zhuo, a Chinese-American computer scientist and businesswoman, served as Facebook's Vice President of Product Design before co-founding Sundial, a data analytics startup. In the conversation, she discusses the importance of internal tools and experimentation in scaling products, the role of intuition and data in product development, and the significance of observing user behavior to inform design decisions. She also reflects on the challenges of managing growth teams and the necessity of balancing qualitative feedback with quantitative data to achieve product success. (01:37:51) - Jakob Diepenbrock, a student investor and entrepreneur, founded one of the world's largest investing clubs for young people and has collaborated with leading financial industry figures to educate youth about investments. In the transcript, he discusses the evolution of startups Rainmaker and Valor from their early, uncertain pre-seed stages to their current success, emphasizing the importance of El Segundo as a hub for aerospace, defense, and hardware companies due to its rich talent pool and supply chain. He also highlights the area's cultural appeal to young entrepreneurs aiming to build impactful companies and mentions the historical significance of El Segundo, originally established as Chevron's second refinery in California. (01:46:05) - Timeline (01:50:17) - Gabe Whaley, founder and CEO of MSCHF, discusses the launch of Applied Mischief, an agency offering their internal creative services to external clients. He explains MSCHF's structure as a holding company with various divisions, including handbags, footwear, and fine art, each supported by a centralized back office handling design, marketing, and other functions. By opening these services to external clients, they aim to create a new profit center and expand their creative horizons. (02:19:05) - Timeline (02:46:24) - David Senra is the creator and host of the "Founders" podcast, where he delves into the lives and careers of notable entrepreneurs by reading and discussing their biographies. His podcast has gained recognition for its in-depth analysis and storytelling, attracting a dedicated audience interested in business and entrepreneurship. In various interviews, Senra has emphasized the importance of passion and perseverance in one's work. He believes that genuine love for one's craft enables individuals to overcome challenges and achieve long-term success. For instance, he highlights how Steve Jobs consistently created innovative products across multiple decades, attributing this sustained success to Jobs' deep passion for his work. Senra also discusses the significance of choosing the right heroes and learning from their experiences. He mentions figures like Steve Jobs, Enzo Ferrari, and David Ogilvy as sources of inspiration, noting that studying their lives provides valuable insights into building successful businesses and fulfilling lives. Regarding his own journey, Senra shares that he didn't discover his true calling until his early thirties. He underscores the importance of persistence and following one's passion, regardless of when one finds it. This perspective is evident in his dedication to the "Founders" podcast, where he combines his love for reading and storytelling to share the lessons from the lives of great entrepreneurs. In summary, David Senra is a podcaster who explores the biographies of influential entrepreneurs, extracting lessons on passion, perseverance, and the importance of learning from the experiences of others. 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.aiFollow 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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  • Mark Cuban, Vlad Tenev & MORE | Larry Ellison's Cloud Scores Big, Silicon Valley's Family Life, Qasar Younis, Minna Song
    (00:21) - Timeline (06:37) - AI Orality Opens Up the Grift Gates (27:23) - Ellison's Cloud Scores Big with AI Titans (44:25) - Timeline (01:35:31) - Silicon Valley's Pro-Family Posture Fights Reality (01:46:00) - Timeline (01:57:17) - Vlad Tenev, co-founder and CEO of Robinhood, discusses the company's evolution into a comprehensive financial platform, offering services like credit cards, banking, and retirement accounts. He highlights Robinhood's mission to democratize finance by enabling customers to manage various financial assets and transactions within a single app. Tenev also emphasizes the integration of AI to enhance customer support and the company's commitment to expanding access to financial markets, including initiatives to involve retail investors in IPOs and private markets. (02:31:59) - Mark Cuban, a billionaire entrepreneur and owner of the Dallas Mavericks, discusses the potential risks of integrating advertisements into AI models, emphasizing that such practices could lead to manipulative outputs and ethical concerns. He highlights the importance of maintaining transparency and trust in AI interactions, warning that ad-driven algorithms might prioritize profit over accuracy, similar to issues observed in social media platforms. Cuban advocates for clear identification of any advertising within AI platforms to ensure users are aware when they are being marketed to, thereby preserving consumer trust. (03:02:38) - Qasar Younis, co-founder and CEO of Applied Intuition, discusses his company's role in providing software tools for autonomous vehicle development, emphasizing their profitability and high gross margins. He highlights their partnerships with major automotive OEMs, including GM, and the adaptability of their software across different hardware platforms. Younis also addresses the evolving landscape of vehicle autonomy, noting the industry's shift towards integrated, cost-effective sensor solutions and the importance of maintaining brand identity amidst technological advancements. (03:22:33) - Minna Song, co-founder and CEO of EliseAI, holds a Computer Science degree from MIT and founded the company in 2017 to address inefficiencies in housing communication. In the conversation, she discusses EliseAI's origins, emphasizing its focus on automating property management tasks through AI to enhance operational efficiency and tenant satisfaction. She also highlights the company's commitment to providing reliable, enterprise-grade AI solutions tailored to the unique challenges of the housing industry. 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.aiFollow 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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    3:33:03
  • Chamath Is Back With New SPAC, AI Scrutiny, China’s Moon Push | Pete DeJoy, Marty Kausas, Matteo Franceschetti, Abdul Al-Asaad, Derek Lo, Alex Telford
    (00:30) - Chamath is Back with New SPAC (31:33) - Timeline (01:01:23) - TBPN Substack (01:16:35) - Gong of the Day (01:26:14) - Timeline (01:59:29) - Pete DeJoy, co-founder and interim CEO of Astronomer, discusses the company's evolution from its inception in Cincinnati, Ohio, to becoming a leader in data orchestration with its Apache Airflow-powered platform, Astro. He highlights the company's significant growth, including a 292% year-over-year revenue increase and the relocation of their headquarters to New York City. DeJoy also addresses the recent media attention following the resignation of former CEO Andy Byron, emphasizing the team's resilience and commitment to their mission. (02:12:01) - Timeline (02:15:55) - China Heads to the Moon (02:21:46) - GPT-5 Facing a Reverse Deepseek Moment (02:30:57) - Marty Kausas, co-founder and CEO of Pylon, a B2B customer support platform, discusses the company's recent $31 million Series B funding co-led by Andreessen Horowitz and Bain Capital Ventures. He highlights Pylon's focus on the B2B market, emphasizing the complexity of support needs involving multiple teams and the necessity for comprehensive account context. Kausas also outlines Pylon's strategy to build a system of record from scratch, integrating AI agents to effectively manage intricate B2B support scenarios. (02:37:25) - Matteo Franceschetti, co-founder and CEO of Eight Sleep, announced the company's recent $100 million Series D funding, bringing total funding to $250 million. He highlighted the company's financial strength, noting they've been free cash flow positive for the past year, and outlined plans to enhance AI capabilities, pursue FDA approvals for sleep apnea and menopause-related products, and expand into the Asian market, particularly China. (02:44:03) - Abdul Al-Assad, co-founder and CEO of Basic Capital, discusses his company's mission to enable individuals to use credit for investing in financial assets rather than consumption. He highlights the recent $25 million Series A funding led by Kirsten at Code Runner and addresses public concerns about the risks of using credit to invest, emphasizing the importance of long-term investment horizons and the potential for wealth building through asset ownership. Abdul also contrasts Basic Capital's approach with traditional leveraged ETFs and margin loans, advocating for structured, long-term financing options to help individuals build wealth over time. (02:55:54) - Derek Lo, founder and CEO of Medallion, a provider network management platform, discusses the company's recent $43 million funding round led by Acrew Capital, with participation from Sequoia, Google Ventures, and Spark Capital. He explains how Medallion automates back-office processes for healthcare companies, focusing on managing clinical networks and streamlining tasks like credentialing and compliance. Lo also highlights the company's strategic decision to concentrate on healthcare-specific workflows rather than entering the competitive payroll space, emphasizing the importance of precision in their AI applications due to the critical nature of healthcare operations. (03:01:39) - Alex Telford, co-founder of Convoke, a biotech software startup, discusses their platform's aim to automate the knowledge work involved in drug development, focusing on planning and preparation to accelerate the process. He announces an $8.6 million seed funding led by Kleiner Perkins and shares his background as a life sciences consultant, emphasizing the potential of AI to enhance efficiency in the pharmaceutical industry. Telford also expresses skepticism about AI's role in patient recruitment, highlighting the challenges posed by the limited availability of patients for clinical trials. 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.aiFollow 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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    3:09:39
  • OpenAI Staff to Sell $6B in Stock, Flirty Meta Chatbot Leads NJ Man to Death, Claude Can Now End Conversations | Noor Siddiqui
    (07:18) - OpenAI Staff to Sell $6B in Stock (10:38) - Financial Times: Stop Talking About AI (20:37) - Do LLMs Have Music Taste? (39:01) - Man Dies After Being Lured by Chatbot (43:54) - Claude Can Now End Conversations (57:46) - The Big Money of Clipping (01:21:43) - Timeline (01:35:28) - Noor Siddiqui, founder and CEO of Orchid, a reproductive technology company, discusses how Orchid's whole-genome embryo screening empowers prospective parents to assess and mitigate genetic risks before pregnancy, aiming to shift reproductive healthcare from reactive to proactive. She highlights that traditional IVF provides limited information, whereas Orchid's platform sequences over 99% of an embryo's genome, offering insights into more than 1,200 conditions, including heart defects, pediatric cancers, and neurodevelopmental disorders. Siddiqui emphasizes that this technology enables parents to make informed decisions, potentially reducing the incidence of genetic diseases and associated suffering. (01:55:52) - Timeline 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.aiFollow 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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    2:54:35
  • Weekly Recap: Sam vs. Elon, Cluely's Crazy Ad, UFC x Paramount, Apple's AI Robot
    (00:00) - Intro (00:05) - Sam Altman vs. Elon Musk (25:34) - Roy Lee and Cluely's Curious Marketing Strategy (28:50) - Ads in ChatGPT (38:20) - Perplexity Wants to Buy Chrome (55:10) - UFC’s $7.7 Billion Paramount Deal (01:09:13) - Apple is Building a Robotic Siri For Your Home (01:28:40) - Slop vs. Steel Debate w/ Delian Asparouhov (Varda) & Everett Randle (Kleiner Perkins) 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.aiFollow 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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Technology's daily show (formerly the Technology Brothers Podcast). Streaming live on X and YouTube from 11 - 2 PM PST Monday - Friday. Available on X, Apple, Spotify, and YouTube.
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