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
    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
    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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    3 h y 7 m
  • 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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    3 h y 18 m
  • Windsurf's Wild Weekend, SpaceX Invests $2B into xAI, Zuck's AI Data Supercluster | Jeff Huber, Scott Wu & Jeff Wang, Carl Pei, Garrett McCurrach
    Jul 14 2025

    • (00:36) - Windsurf's Wild Weekend
    • (04:50) - Cognition to Acquire Windsurf
    • (13:06) - Timeline Reactions to Windsurf Deal Collapse
    • (26:43) - Windsurf Timeline of Events Breakdown
    • (57:40) - Zuck's New AI Data Supercluster
    • (01:10:53) - Space X Invests $2B into xAI
    • (01:19:39) - Casey Neistat Joins ModRetro
    • (01:21:10) - Timeline
    • (01:30:01) - Jeff Huber, a seasoned technology executive and entrepreneur, has held pivotal roles such as Senior Vice President at Google, where he led the development of Google Ads, Apps, and Maps, and founding CEO of GRAIL, a company focused on early cancer detection. In the conversation, Huber discusses the transformative potential of artificial intelligence, emphasizing its capacity to enhance human capabilities and the importance of embracing change to stay ahead in a rapidly evolving technological landscape.
    • (01:59:16) - Scott Wu, born in 1997, is the founder and CEO of Cognition AI, renowned for developing Devin, the world's first autonomous AI software engineer. In the conversation, he discusses the recent acquisition of Windsurf by Cognition, highlighting the complementary strengths of both teams and products, and expressing enthusiasm for the collaborative opportunities ahead. Jeff Wang is the interim CEO of Windsurf, an AI-powered code development startup. Previously serving as Head of Business, he stepped into the CEO role in July 2025 after Google hired Windsurf’s founders and R&D leads . Under his leadership, Windsurf continues operating independently, with Cognition acquiring its remaining product, tech, and team to integrate into its AI platform Devin.
    • (02:12:07) - Carl Pei, a Chinese-born Swedish entrepreneur, co-founded OnePlus in 2013 and later founded Nothing in 2020. In the conversation, he discusses the stagnation in smartphone hardware innovation and envisions a future where AI-driven operating systems replace traditional apps, creating a more personalized and proactive user experience. Pei also critiques major tech companies for becoming overly corporate and losing their creative edge, emphasizing the need for genuine innovation in the industry.
    • (02:41:43) - Garrett McCurrach, CEO of Pipedream Labs, is pioneering underground logistics to revolutionize last-mile delivery. He discusses the company's development of a subterranean network where autonomous robots transport goods through underground pipes to modular kiosks, enabling rapid and cost-effective deliveries. McCurrach also highlights the acquisition of a rapid fulfillment center in Austin to support this network, aiming to optimize delivery methods by integrating drones and autonomous vehicles for efficient, scalable logistics solutions.

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    2 h y 59 m
  • Weekly Recap: Grok 4 Launch, Texas Floods, Web Browser War, Top Signals, Meta Smart Glasses
    Jul 12 2025

    • (00:00) - Intro
    • (00:03) - Texas Floods Controversy
    • (03:39) - Augustus Doricko (Rainmaker)
    • (31:04) - Top Signals
    • (01:05:09) - Grok Goes Out of Control
    • (01:14:49) - Grok 4 Launch Breakdown
    • (01:48:06) - Ben Thomson (Stratechery)
    • (02:27:59) - Meta Doubles Down on Smart Glasses
    • (02:35:21) - OpenAI to release Web Browser

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    2 h y 47 m
  • Top Signals, How Shaun Maguire & Augustus Navigated Backlash, Comet Review, VW Electric Bus Flops | Farbood Nivi, Sean Frank
    Jul 11 2025

    • (01:48) - Market Top Signals Timeline Reaction
    • (34:26) - Timeline
    • (37:58) - Perplexity Browser Review
    • (45:19) - Timeline
    • (53:33) - How Shaun Maguire & Augustus Doricko Navigated Backlash
    • (01:08:42) - California Ranch on Sale for $50M
    • (01:29:17) - Volkswagen Electric Bus Flops
    • (01:38:01) - Farbood Nivi, an entrepreneur and health enthusiast, discusses his journey through various biohacking experiments, including gene therapy and peptide use, and emphasizes the importance of establishing consistent health routines over daily self-negotiation. He shares his current regimen, which includes morning light exposure, hydration, and brief, regular exercise sessions, highlighting that a balanced approach yields better health outcomes than extreme focus on single activities. Additionally, Nivi introduces "Protocols," an app designed to facilitate health routines among friends, underscoring the significance of community support in achieving health goals.
    • (01:59:29) - Sean Frank, CEO of The Ridge Wallet, has led the company to over $100 million in annual revenue by expanding its product line beyond minimalist wallets to include men's rings, backpacks, and other accessories. In the conversation, he discusses TikTok's strategic shift from e-commerce to focusing on advertising, the challenges of live shopping in the U.S., and the impact of AI on business operations, particularly in data analysis and creative processes.
    • (02:34:01) - Timeline

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    2 h y 45 m
  • Grok 4 Launch Breakdown, OpenAI to Release Web Browser | Chris Paik, Will Bruey, Joel Becker, Dylan Parker, Eric Olson, Ghita Houir Alami, Elliot Hershberg, Karim Atiyeh
    Jul 10 2025
    (02:28) - Grok 4 Launch Breakdown (36:09) - Open AI to Release Web Browser (50:31) - Apple Plans to Release New Apple Vision Pro Model (58:48) - Chris Paik, General Partner at Pace Capital and former Partner at Thrive Capital, discusses the evolution of human-computer interaction, emphasizing the potential of technologies like eye tracking and gesture recognition. He explores the rise of VTubing and YouTube's impact on digital content, highlighting how virtual avatars are reshaping the creator landscape. Paik also introduces the "atomic value swap" framework for assessing market fit and business model alignment, stressing the importance of balanced value exchanges to ensure platform success. (01:33:50) - Will Bruey, co-founder and CEO of Varda Space Industries, discusses how microgravity enables the creation of pharmaceutical formulations not possible on Earth, as gravity affects crystal growth and particle size distribution. By manufacturing drugs in space, Varda aims to produce purer and more uniform medications, potentially improving patient outcomes. Bruey also outlines the company's plans to scale up production and establish reentry sites globally to meet the growing demand for space-manufactured pharmaceuticals. (01:53:02) - Joel Becker, a researcher at Meta, discusses a study evaluating the impact of AI assistance on experienced open-source developers working on large, long-standing projects. Contrary to expectations, the study found that developers who used AI tools were actually slowed down, rather than sped up. Becker emphasizes the need for further research to understand these findings and to assess the potential for AI systems to autonomously improve their own capabilities. (02:13:07) - Dylan Parker, Co-Founder and CEO of Moment, discusses his company's recent $36 million Series B funding led by Index Ventures, the evolution of fixed income trading from manual to electronic systems, and Moment's role in providing modern fixed income infrastructure for financial institutions, including a partnership with LPL Financial. (02:22:35) - Eric Olson, co-founder and CEO of Consensus, an AI-powered search engine for academic research, discusses how Consensus leverages large language models to provide researchers with faster, evidence-based answers from peer-reviewed journals. He highlights the platform's dedicated focus on academic content, enabling more intelligent searches and citation-forward interfaces tailored for researchers. Olson also addresses the challenges of accessing paywalled content and emphasizes the importance of open access to scientific literature. (02:33:27) - Ghita Houir Alami, co-founder of ZeroEntropy, holds two master's degrees in applied mathematics from École Polytechnique and UC Berkeley. She discusses her journey from computer vision to large language models, leading to the creation of ZeroEntropy, which focuses on enhancing retrieval systems for AI by building search tools for Retrieval-Augmented Generation (RAG) and agents. Alami emphasizes the importance of precise and efficient retrieval to prevent AI hallucinations and highlights the company's recent release of a reranker model to improve search accuracy. (02:42:53) - Elliot Hershberg is a biotech scientist, writer, and investor who has contributed to cancer vaccine design, developed computational tools for spatial genomics, and worked on genome browser software. He authors the "Century of Biology" newsletter and has served as Biotech Partner at Not Boring Capital, focusing on synthetic biology investments. In the conversation, Hershberg discusses the integration of artificial intelligence in biotechnology, highlighting its transformative impact on drug discovery and the development of innovative medicines. (02:52:22) - Karim Atiyeh, co-founder and CTO of Ramp, discusses the launch of Ramp's first AI agent designed to streamline corporate expense management by automating decisions between finance teams and other departments. This agent, knowledgeable about company expense policies and transaction details, reduces the need for manual approvals and enhances efficiency. Atiyeh also highlights the agent's ability to gather contextual information from various sources, such as calendars and emails, to make informed decisions, thereby minimizing delays and improving compliance.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.devFollow 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...
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    3 h y 19 m
  • Linda Yaccarino Steps Down as CEO of X, F1's Red Bull Fires Christian Horner | Ben Thompson, Scott Belsky, David Marcus, Nathan Lambert, Richard Socher, Naeem Talukdar
    Jul 9 2025

    • (02:57) - Linda Yaccarino Steps Down as CEO of X
    • (06:01) - Grok Spreads Antisemitic Rants on X
    • (16:00) - Tariff Deadline Pushed to August
    • (17:54) - F1's Red Bull Fires Christian Horner
    • (26:54) - Cloudflare Locks Down AI Crawlers
    • (30:07) - Timeline
    • (57:51) - David Marcus, co-founder and CEO of Lightspark, has an extensive background in financial services and technology, including leadership roles at PayPal and Meta. He discusses his journey from founding companies in Europe to leading PayPal and Meta's messaging products, culminating in the creation of Lightspark to build modern payment infrastructure on Bitcoin. Marcus emphasizes the importance of an open, decentralized money network and introduces technologies like the Universal Money Address (UMA) and Spark, a new Bitcoin Layer 2 solution, to facilitate real-time, low-cost global transactions.
    • (01:27:24) - Ben Thompson, founder of Stratechery, is a technology and media analyst known for his in-depth analysis of tech industry strategies and business models. In the conversation, he discusses his career trajectory, the evolution of his independent analysis platform, and the challenges faced by tech companies in adapting to new market dynamics. He also explores topics such as the impact of AI on the tech industry, the importance of maintaining independence in media analysis, and the strategic decisions of major tech companies.
    • (02:07:17) - Scott Belsky is an entrepreneur, author, and investor, best known for founding Behance, an online platform for creative professionals, and serving as Adobe's Chief Strategy Officer and Executive Vice President of Design & Emerging Products. In the conversation, Belsky discusses the concept of AI safety layers, emphasizing how AI can act as a protective mechanism against scams and misinformation by detecting and alerting users to potential threats. He also explores the economic incentives behind AI development, suggesting that aligning these incentives with user safety can mitigate risks associated with AI technologies.
    • (02:30:53) - Nathan Lambert is a machine learning researcher at the Allen Institute for AI, focusing on building and advocating for open language models. In the conversation, he discusses the competitive landscape between American and Chinese AI models, emphasizing the need for the U.S. to invest in open-source AI to maintain technological leadership. He also highlights the importance of transparency and accessibility in AI development to foster innovation and trust.
    • (02:43:29) - Richard Socher, a prominent AI researcher and entrepreneur, is the founder and CEO of You.com, an AI-powered search engine, and managing partner at AIX Ventures. In the conversation, he discusses his journey from completing a Ph.D. at Stanford to founding MetaMind, which was acquired by Salesforce, where he served as Chief Scientist. He also explores the challenges of integrating AI into enterprise search, the current state of AI research, and the future of artificial general intelligence.
    • (02:57:49) - Naeem Talukdar, co-founder and CEO of Moonvalley, leads a team combining AI researchers and filmmakers to develop advanced generative video models. He discusses the integration of AI into filmmaking, emphasizing the creation of tools that enhance, rather than replace, the creative process. Talukdar highlights the importance of ethical AI practices, noting that Moonvalley's models are trained exclusively on licensed data to ensure responsible use in the entertainment industry.

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    3 h y 15 m