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 11 - 2 PM PST Monday - Friday. Available on X, Apple, Spotify, and YouTube.TBPN Corp Economía Gestión y Liderazgo Liderazgo
Episodios
  • OpenAI–AMD Deal, DevDay Reactions, xAI’s Memphis Datacenter | Doug O'Laughlin, Celine Halioua

    OpenAI–AMD Deal, DevDay Reactions, xAI’s Memphis Datacenter | Doug O'Laughlin, Celine Halioua
    Oct 6 2025

    • (00:17) - OpenAI DevDay Reactions
    • (30:05) - 𝕏 Timeline Reactions
    • (38:42) - OpenAI–AMD Deal
    • (50:07) - xAI’s Memphis Datacenter
    • (56:12) - Doug O'Laughlin, CFA, is the President of SemiAnalysis, an independent research firm specializing in semiconductors and AI. In the conversation, he discusses OpenAI's strategic partnerships with companies like Nvidia, AMD, and SK Hynix, suggesting that OpenAI is involving multiple stakeholders to create a vested interest in its success. He also highlights the significant capital investments required for AI infrastructure and the potential for major tech companies to leverage their strong balance sheets to fund these developments.
    • (01:31:40) - 𝕏 Timeline Reactions
    • (01:51:17) - Celine Halioua, founder and CEO of Loyal, is developing FDA-approved drugs aimed at extending the lifespan and healthspan of dogs. In the conversation, she discusses the challenges of creating longevity drugs, the regulatory landscape, and the potential for translating canine aging research to human applications. She also highlights the importance of operational excellence and the need for rigorous scientific validation in the field of aging therapeutics.

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    Wander - https://wander.com/tbpn

    Public - https://public.com

    AdQuick - https://adquick.com

    Bezel - https://getbezel.com

    Numeral - https://www.numeralhq.com

    Polymarket - https://polymarket.com

    Attio - https://attio.com/tbpn

    Fin - https://fin.ai/tbpn

    Graphite - https://graphite.dev

    Restream - https://restream.io

    Profound - https://tryprofound.com

    Julius AI - https://julius.ai

    turbopuffer - https://turbopuffer.com

    fal - https://fal.ai

    Privy - https://www.privy.io

    Cognition - https://cognition.ai


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    https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231

    https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235

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    2 h y 19 m
  • AI’s Power Problem, Apple Goes Meta on AI Glasses | Pat Gelsinger, Josh Isner, Sheel Mohnot, Santiago Nestares, Austin Federa

    AI’s Power Problem, Apple Goes Meta on AI Glasses | Pat Gelsinger, Josh Isner, Sheel Mohnot, Santiago Nestares, Austin Federa
    Oct 2 2025

    • (01:18) - AI’s Power Problem
    • (22:04) - Andrej Karpathy AI Models Law of Diminishing Returns
    • (35:40) - 𝕏 Timeline Reactions
    • (56:18) - Apple Goes Meta on AI Glasses
    • (01:01:31) - Josh Isner, President of Axon, has been with the company since 2009, starting in the Leadership Development Program and advancing through various roles to his current position. In the conversation, he discusses Axon's evolution from a hardware-focused company to a leader in software solutions for public safety, highlighting innovations like the Draft One AI product that generates initial police reports from body camera transcripts, significantly reducing officers' administrative workload. He also touches on the strategic acquisition of Prepared AI to enhance emergency response times and emphasizes the importance of open APIs to ensure interoperability with other public safety technologies.
    • (01:19:31) - 𝕏 Timeline Reactions
    • (01:30:12) - Intel CEO Pat Gelsinger has been vocal about the critical role of artificial intelligence (AI) in the company's future and the broader tech industry. He emphasizes that as everything becomes more digital, the demand for semiconductors, which power AI technologies, will continue to grow. Gelsinger refers to this trend as the "siliconomy," highlighting the increasing reliance on silicon-based technologies in our daily lives. Under Gelsinger's leadership, Intel has launched an "AI everywhere" strategy, aiming to integrate AI capabilities across its product lines.
    • (02:16:04) - 𝕏 Timeline Reactions
    • (02:29:41) - Sheel Mohnot, co-founder of Better Tomorrow Ventures, announced the successful raise of a new $140 million fund focused on pre-seed and seed-stage fintech companies. He discussed the firm's broad investment approach, including vertical SaaS and B2B marketplaces, and noted the evolving fintech landscape, highlighting recent public offerings by companies like Chime, Klarna, and Etoro. Mohnot also emphasized the importance of resilience for founders during challenging periods and shared his perspective on the competitive dynamics within the stablecoin sector.
    • (02:40:30) - Santiago Nestares, co-founder of Dual Entry, an AI-driven ERP company, discusses their recent $90 million Series A funding and the challenges of modernizing legacy ERP systems. He highlights their innovative migration engine that enables rapid, low-risk transitions, allowing clients to experience the platform with their own data before committing. Nestares emphasizes the importance of reducing repetitive tasks for finance teams, enabling them to focus on strategic decision-making.
    • (02:47:35) - Austin Federa, co-founder of DoubleZero and former Head of Strategy at the Solana Foundation, discusses how DoubleZero is building a high-performance, permissionless fiber network to enhance blockchain infrastructure by increasing bandwidth and reducing latency. He explains that the current internet was not designed for high-performance systems like blockchains, leading to inefficiencies and vendor lock-in due to data transfer costs. By creating a decentralized network of dedicated fiber and subsea cables, DoubleZero aims to provide faster, more efficient connectivity for distributed systems, starting with Solana validators as their initial market.

    TBPN.com is made possible by:

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    Wander - https://wander.com/tbpn

    Public - https://public.com

    AdQuick - https://adquick.com

    Bezel - https://getbezel.com

    Numeral - https://www.numeralhq.com

    Polymarket - https://polymarket.com

    Attio - https://attio.com/tbpn

    Fin - https://fin.ai/tbpn

    Graphite - https://graphite.dev

    Restream - https://restream.io

    Profound - https://tryprofound.com

    Julius AI - https://julius.ai

    turbopuffer - https://turbopuffer.com

    fal - https://fal.ai

    Privy - https://www.privy.io

    Cognition - https://cognition.ai


    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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    3 h y 2 m
  • The World Reacts to Sora 2, Slop vs. Farming Debate | Reece Chowdhry, Jim Gao, Fan-Yun Sun, Carl Pei, Shehzan Maredia, Victor Riparbelli, William Fedus, Jayanth Madheswaran

    The World Reacts to Sora 2, Slop vs. Farming Debate | Reece Chowdhry, Jim Gao, Fan-Yun Sun, Carl Pei, Shehzan Maredia, Victor Riparbelli, William Fedus, Jayanth Madheswaran
    Oct 1 2025
    (05:21) - Slop vs. Farm Debate (11:40) - Ben Thompson's Sora 2 Analysis (35:37) - The Timeline Reacts to Sora 2 (01:34:31) - The Stablecoin Duopoly is Ending (01:42:14) - Reece Chowdhry, Founding Partner of Concept Ventures, recently announced the launch of their latest $88 million fund, now the largest dedicated pre-seed technology fund in the UK. He emphasized their focus on investing in founders at the earliest stages, particularly at the pre-seed level, and highlighted their commitment to evaluating the personal attributes and backgrounds of entrepreneurs, including their childhood experiences and co-founder relationships. Chowdhry also discussed the firm's contrarian approach to investing in diverse sectors, from high-frequency trading to robotics, and their dedication to leading 90% of their investment rounds without relying on external validation. (01:51:25) - Jim Gao, CEO and Co-Founder of Phaidra, has a background in mechanical engineering and environmental science from the University of California, Berkeley, and previously led DeepMind's energy team, achieving significant energy savings in Google's data centers. He discusses Phaidra's recent Series B funding of over $50 million to develop AI agents for AI factories, emphasizing the complexity of modern data centers and the role of AI in autonomously optimizing their operations. Gao highlights the industry's skilled labor shortage and envisions AI agents augmenting the workforce by acting as virtual plant operators, continuously improving energy efficiency and system stability. (02:01:24) - Fan-Yun Sun, founder and CEO of Moonlake AI, discusses the company's mission to democratize the creation of real-time interactive content, such as simulations and games, by enabling users to generate interactive worlds in minutes without requiring programming expertise. He highlights the potential of AI-generated virtual environments to revolutionize industries like gaming, animation, and education, emphasizing the importance of tool use in developing these generative worlds. Sun also notes that legacy game studios are enthusiastic about collaborating with Moonlake AI to explore new possibilities in interactive content creation. (02:14:24) - Carl Pei, co-founder and CEO of Nothing, discusses the company's recent $200 million Series C funding round, which values the company at $1.3 billion. He highlights the company's growth, noting that they are approaching $1 billion in revenue this year, and emphasizes their focus on building a strong foundation in hardware, particularly smartphones. Pei also shares plans to launch AI-integrated devices starting next year, aiming to create an AI-native platform where hardware and software converge into a single intelligent system. (02:22:02) - Shehzan Maredia, CEO and founder of Lava, a non-custodial Bitcoin lending platform, discusses the launch of a new product that allows users to earn yield on USD backed by Bitcoin. Unlike traditional methods requiring complex financial engineering or exposure to volatile altcoins, Lava offers a secure way to earn returns by making over-collateralized Bitcoin-backed loans, ensuring safety through Bitcoin's liquidity and instant liquidation capabilities. Maredia emphasizes the platform's global accessibility and its appeal to both Bitcoin holders and those seeking high, secure returns on their cash. (02:31:22) - Victor Riparbelli, co-founder and CEO of Synthesia, discusses the company's evolution from its 2017 inception, focusing on AI-driven video creation for enterprises. He highlights the shift from traditional video production to AI-generated content, emphasizing the efficiency and accessibility of their platform. Riparbelli also addresses the challenges and opportunities in AI video, underscoring the importance of utility over novelty in delivering value to customers. (02:40:15) - William Fedus, known as Liam, has a physics background and spent several years at Google Brain, where he worked on generative models, reinforcement learning, and developed some of the first trillion-parameter neural networks. He later joined OpenAI in late 2022, contributing to the development of ChatGPT. In the conversation, Liam discusses his transition from OpenAI to co-founding Periodic Labs, aiming to build systems that can intentionally design the physical world by integrating experimental data with AI, focusing on applications like discovering novel superconductors and advancing material science. (02:55:26) - Jayanth Madheswaran, founder and CEO of Eve, an AI platform for plaintiff law firms, discusses how Eve's technology enables these firms to handle more cases efficiently by automating tasks like case intake and document drafting, aligning with their value-based pricing model. He highlights the contrasting business models of plaintiff and defense law firms, noting that while plaintiffs' firms benefit from increased efficiency through AI, defense firms, which bill by the hour, may be less ...
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    3 h y 17 m
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First review on Audible. A little lonely. Need to ask Jeff for a chat. John and Jordi are GOATED. Nuf said.

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