TBPN Podcast Por John Coogan & Jordi Hays arte de portada

TBPN

TBPN

De: John Coogan & Jordi Hays
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Technology's daily show (formerly the Technology Brothers Podcast). Streaming live on X and YouTube from 12 - 3 PM PST Monday - Friday. Available on X, Apple, Spotify, and YouTube.TBPN Corp Economía Gestión y Liderazgo Liderazgo
Episodios
  • Astronomer CEO Affair at Coldplay Concert, JUUL Approved by the FDA, Is AI Causing Historic Crashouts? | Chris Power, Jeremie Eliahou, Chris Best, Alex Mashrabov, Jesse Pollak, Billy Thalheimer, Jonathan Mortensen, Douwe Kiela & More

    Astronomer CEO Affair at Coldplay Concert, JUUL Approved by the FDA, Is AI Causing Historic Crashouts? | Chris Power, Jeremie Eliahou, Chris Best, Alex Mashrabov, Jesse Pollak, Billy Thalheimer, Jonathan Mortensen, Douwe Kiela & More
    Jul 17 2025
    (00:09) - Astronomer CEO Affair at Coldplay Concert (11:31) - New Tesla Model Y L Breakdown (16:18) - JUUL Approved by the FDA (01:02:49) - Is AI Causing Historic Crashouts? (01:29:16) - Chris Power, founder and CEO of Hadrian, discusses the company's recent $260 million funding round led by Founders Fund and Lux Capital, which will support the expansion of their manufacturing capabilities, including a new 270,000-square-foot facility in Mesa, Arizona, and the launch of a "factories-as-a-service" model to enhance defense production. He emphasizes the importance of revitalizing American manufacturing through automation and advanced technologies to address workforce shortages and strengthen national security. (01:45:00) - Jeremie Eliahou Ontiveros, Head of Datacenter & Energy Infrastructure Research at SemiAnalysis, specializes in analyzing hyperscaler and neocloud infrastructures, large-scale AI clusters, and associated cooling and electrical systems. In the conversation, he discusses Meta's substantial investments in AI infrastructure, including the construction of massive data centers in Ohio and Louisiana, each aiming to provide up to 2 gigawatts of compute power by 2027. He also highlights the competitive landscape in data center development, noting the intense search for power resources and the strategic decisions companies are making to expedite construction and enhance efficiency. (02:13:43) - Jesse Pollak is Vice President of Engineering at Coinbase and the creator and lead of Base, Coinbase’s Ethereum Layer‑2 blockchain. He previously headed Coinbase’s consumer engineering teams, where he significantly grew the team and helped develop Coinbase Pro and Coinbase Wallet. (02:36:34) - Alex Mashrabov, CEO and co-founder of Higgsfield AI, is a veteran in the video generative AI space, having previously developed Snap's face filters and other viral products. In the conversation, he discusses Higgsfield's mission to create next-generation AI tools for social media content, emphasizing the importance of building reasoning engines to enhance video generation and the potential for AI to revolutionize content creation by enabling users to produce high-quality videos with minimal effort. (02:49:11) - Billy Thalheimer, co-founder and CEO of REGENT, discusses the company's development of all-electric seagliders designed for high-speed, low-cost coastal transportation and defense applications. He highlights the recent launch of REGENT Defense, emphasizing the seagliders' suitability for military operations in island chains due to their speed, low operating costs, and low radar visibility. Thalheimer also mentions ongoing collaborations with the U.S. Marine Corps and plans for full-scale prototyping to meet both commercial and defense needs. (02:52:21) - Jonathan Mortensen, founder and CEO of Confident Security, announced the company's emergence from stealth mode with $4.2 million in funding from Decibel Commons. He emphasized the importance of confidential AI to prevent large-scale data privacy issues, highlighting the need for privacy measures beyond those offered by companies like Apple. Mortensen explained that Confident Security's product involves a server-side wrapper and client-side SDK, utilizing advanced cryptography to ensure that user data remains private and is not used for training, with technical guarantees enforced at the engineering level. (02:57:13) - Douwe Kiela, CEO and Co-Founder of Contextual AI and an Adjunct Professor at Stanford University, is a pioneer in Retrieval-Augmented Generation (RAG) technology. In the conversation, he discusses the evolution of RAG, emphasizing its role in enhancing generative AI by integrating real-time data retrieval to improve accuracy and relevance. He highlights the transition to RAG 2.0, which introduces active retrieval mechanisms, enabling AI agents to proactively seek information, thereby transforming them into more dynamic and context-aware systems. (03:02:56) - Yash Kumar & Isa Fulford. Members of Technical Staff at OpenAI, discuss the development and capabilities of ChatGPT Agent, a new AI tool designed to perform complex, multi-step tasks by interacting with various applications and services. Explaining that ChatGPT Agent combines features from previous OpenAI tools, such as Operator and Deep Research, to create a versatile assistant capable of tasks like scheduling meetings, planning events, and generating presentations. (03:15:12) - Dan Shipper, CEO and co-founder of Every, discusses his experience using ChatGPT Agent to analyze customer feedback for Quora, his email management AI app. He highlights the agent's ability to autonomously process large volumes of data, identify customer archetypes, and generate detailed reports, tasks that would traditionally require significant time and effort. Shipper also compares ChatGPT Agent's user-friendly, consumer-focused design to Anthropic's Claude code, noting that while Claude offers greater ...
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    3 h y 54 m
  • The Steelman for Grok's Vulgar Anime Mode, AWS Launches Competitor to Browserbase, What AI Product Will Zuck Launch Next? | Delian Asparouhov, Lucas Swisher, Ravi Gupta, Adam Warmoth, Misha Laskin

    The Steelman for Grok's Vulgar Anime Mode, AWS Launches Competitor to Browserbase, What AI Product Will Zuck Launch Next? | Delian Asparouhov, Lucas Swisher, Ravi Gupta, Adam Warmoth, Misha Laskin
    Jul 16 2025

    • (01:01) - The Steelman for Grok's Vulgar Anime Mode
    • (20:50) - AWS Launches Competitor to Browserbase
    • (31:16) - Timeline
    • (31:49) - What AI Product will Zuck Launch Next?
    • (01:01:21) - Delian Asparouhov. Delian is a Partner at Founders Fund and the Co-founder & President of Varda Space Industries, which is building the first commercial manufacturing facility in space. He previously worked at Khosla Ventures and studied at MIT. He’s known for his focus on frontier tech, national defense, and aerospace innovation.
    • (01:31:46) - Lucas Swisher. Lucas is a Founding Partner at Coatue Management’s venture capital arm, where he leads investments in enterprise software and fintech. He was previously at Goldman Sachs and graduated from Harvard. Lucas is known for his deep involvement in early-stage startup growth and go-to-market strategy.
    • (02:00:18) - Ravi Gupta. Ravi is a Partner at Sequoia Capital, focusing on early-stage companies across sectors like healthcare, AI, and consumer tech. Previously, he was CFO and COO at Instacart, helping scale the company through massive growth. He also worked at KKR and earned his degrees from Yale.
    • (02:31:35) - Adam Warmoth. Adam is the Founder & CEO of Chariot Defense, a San Francisco–based startup that emerged from stealth with $8 million in seed funding in July 2025. The company is revolutionizing tactical power delivery for drones, sensors, mobile command posts, and jammers, with deployments in U.S. Army and Defense Innovation Unit (DIU) exercises. Adam emphasizes real-world, field-driven development, bridging the gap between cutting-edge weaponry and reliable battlefield energy systems.
    • (02:47:13) - Misha Laskin. Misha is the co-founder & CEO of Reflection AI, the startup behind Asimov, a next-gen AI coding agent designed to deeply understand and reason about developer workflows using reinforcement learning. A former DeepMind researcher on Gemini and AlphaGo-related teams, Misha is driving Reflection AI to build agentic systems with “depth” — capable of multi-step planning and collaboration — aiming for foundational advances toward superintelligent agents.
    • (03:02:36) - Timeline

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  • Windsurf Chaos Aftermath, NVIDIA Back in China, Richard Mille Deep Dive, Apple Buying $500M in Rare Earth Magnets | Zak Kukoff, Brian Venturo, Tyler Cowen, Austin Hughes, Kris Fredrickson, Dick Lucas

    Windsurf Chaos Aftermath, NVIDIA Back in China, Richard Mille Deep Dive, Apple Buying $500M in Rare Earth Magnets | Zak Kukoff, Brian Venturo, Tyler Cowen, Austin Hughes, Kris Fredrickson, Dick Lucas
    Jul 15 2025

    • (00:27) - Windsurf Chaos Aftermath Breakdown
    • (15:17) - Dwarkesh Patel Article Breakdown
    • (27:17) - NVIDIA Back in China After Trump Meeting
    • (30:20) - Zak Kukoff, a recurring guest on the show, discusses the U.S. government's recent decision to allow Nvidia to resume exports of its H20 AI chips to China, following previous restrictions that had significantly impacted Nvidia's revenue. He highlights the strategic implications of this move, noting that while it represents a substantial economic win for Nvidia, it also raises national security concerns due to potential military applications of the technology. Kukoff further explores the broader context of U.S.-China trade relations, emphasizing the delicate balance between economic interests and security considerations in the evolving landscape of AI and semiconductor exports.
    • (53:31) - History of Richard Mille
    • (01:16:20) - David Protein Launches Boiled Cod Flavored Bar
    • (01:28:31) - Brian Venturo, co-founder and Chief Strategy Officer of CoreWeave, discusses the company's evolution from a cryptocurrency mining operation to a leading provider of GPU-based cloud computing services tailored for AI and machine learning workloads. He highlights CoreWeave's commitment to delivering scalable, high-performance infrastructure that meets the growing demands of AI developers and enterprises. Venturo also emphasizes the company's focus on customer-centric solutions, enabling clients to efficiently scale their computing resources and accelerate innovation in their respective fields.
    • (02:01:16) - Tyler Cowen is the Holbert L. Harris Chair of Economics at George Mason University, faculty director of the Mercatus Center, and co-author of the economics blog Marginal Revolution. In the conversation, Cowen discusses the rapid advancements in artificial intelligence, noting that current AI systems can perform intellectual tasks as well as expert humans, and emphasizes the importance of human adaptability in integrating these technologies into various sectors.
    • (02:31:12) - Austin Hughes, co-founder and CEO of Unify, a go-to-market technology platform, discusses his journey from leading the growth product team at Ramp to founding Unify in early 2023. He highlights Unify's recent $40 million Series B funding and explains how their product streamlines sales processes by automating research and data collection, allowing sales teams to focus on engaging prospects. Hughes also addresses the evolving role of AI in sales, emphasizing the importance of human creativity and personalization in outreach strategies.
    • (02:43:12) - Apple Buying $500M in Rare Earth Magnets
    • (02:45:58) - Kris Fredrickson, a seasoned investor and co-founder of Curology, discusses his new $175 million investment fund, emphasizing a concentrated strategy with 8 to 10 core positions to ensure each investment significantly impacts his limited partners. He highlights the importance of aligning with founders' visions and providing substantial support, drawing from his extensive experience in various investment roles. Fredrickson also touches on the evolving venture capital landscape, noting the resurgence of mergers and acquisitions and the potential for multiple winners in expansive markets like AI.
    • (02:59:16) - Dick Lucas, a software developer and entrepreneur, is running for California's 51st State Assembly District, encompassing areas like Santa Monica and West Hollywood. He emphasizes the need for competition in California's political landscape, expressing concerns over the state's one-party dominance and its impact on governance. Lucas identifies housing affordability as a primary issue, advocating for streamlined building processes to increase supply and reduce costs.

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