TBPN Live

John Coogan & Jordi Hays

Technology's daily show (formerly the Technology Brothers Podcast).

  • 30 minutes 6 seconds
    GPT-5.2 Reactions, Jacob Elordi vs AI, Disney x OpenAI Deal Breakdown | Diet TBPN

    Our favorite moments from today's show, in under 30 minutes. 

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    13 December 2025, 1:36 am
  • 3 hours 16 minutes
    Disney’s $1B OpenAI Bet, GPT 5.2 Reactions, Saagar Enjeti Weighs In | Matt Levine, Mike Swan, Mike Gallagher

    • (02:12) - Disney’s $1B OpenAI Bet
    • (26:57) - GPT 5.2 Reactions
    • (40:53) - 𝕏 Timeline Reactions
    • (58:46) - Mike Swan, owner and managing broker of Swan Land Company, specializes in ranch, farm, and recreational land sales across the Rocky Mountain West. In the conversation, he discusses the enduring appeal of land investments in the western United States, noting a slowdown in 2025 due to strong financial markets but anticipating renewed interest in early 2026. He highlights the premium value of properties with quality water features, the influx of tech industry professionals into Montana seeking safety and lifestyle benefits, and the challenges of generating significant returns from agricultural operations alone, emphasizing the importance of long-term appreciation and conservation-minded ownership.
    • (01:24:40) - Matt Levine is a Bloomberg Opinion columnist and author of the daily newsletter "Money Stuff." In the conversation, he discusses his transition from working at Goldman Sachs to becoming a journalist, the evolution and challenges of prediction markets, and the potential implications of insider trading within these markets. He also touches on topics such as the possible SpaceX IPO, the OpenAI-Disney deal, and the growth of private credit in the tech industry.
    • (01:57:58) - Mike Gallagher, Head of Defense at Palantir Technologies and former U.S. Congressman, discusses the critical need for the U.S. to expand its naval fleet to deter potential threats, particularly from China, emphasizing the importance of increasing ship production to meet geopolitical challenges. He highlights the Navy's partnership with Palantir to implement the Shipbuilding Operating System (ShipOS), a $448 million initiative aimed at modernizing shipbuilding through artificial intelligence and autonomy technologies, thereby streamlining production and enhancing efficiency. Gallagher also addresses the role of autonomous vessels and the significance of international collaborations in strengthening maritime security.
    • (02:17:28) - Saagar Enjeti is a political commentator, journalist, and podcaster best known as the co-host of Breaking Points alongside Krystal Ball. Previously the host of Rising at The Hill, he built a large following for his populist-leaning, anti-establishment analysis across foreign policy, economics, and U.S. politics. He is a graduate of George Washington University and the University of Texas’ LBJ School, and he has written on national security and international affairs for several outlets. Enjeti is widely recognized for his clear, independent commentary that resists traditional left–right alignment.
    • (03:02:30) - 𝕏 Timeline Reactions


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    12 December 2025, 11:15 pm
  • 29 minutes 20 seconds
    Disney Partners with OpenAI, Breaking Down SpaceX’s IPO Plans, Oracle Slips | Diet TBPN

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    12 December 2025, 1:52 am
  • 3 hours 14 minutes
    Oracle Slides, Disney x OpenAI, SpaceX IPO | Fidji Simo, Dylan Byers, Angela Jiang, Jonathan Slotkin, Aaron Cannon, Karan Kunjur

    • (00:36) - SpaceX IPO
    • (29:55) - Oracle Slides
    • (43:16) - Disney x OpenAI
    • (55:38) - Dylan Byers, a founding partner and senior correspondent at Puck, covers the media industry, including business and gossip. He discusses the media's tendency toward self-obsession, highlighting how minor gossip can overshadow significant industry events. Byers also examines the personal dynamics influencing major mergers, such as the competition between Paramount and Netflix for Warner Bros. Discovery, and the role of AI in the future of media, noting Disney's partnership with OpenAI to create interactive experiences with its characters.
    • (01:28:01) - Fidji Simo, a French-American businesswoman, is the CEO of Applications at OpenAI, having previously served as CEO of Instacart and as head of the Facebook app at Meta. In the conversation, she discusses her transition to OpenAI, emphasizing her commitment to democratizing AI by transforming ChatGPT from a chatbot into a personal super assistant that can manage various aspects of users' lives, such as travel planning and health management. She also highlights the importance of integrating AI into both consumer and enterprise applications, aiming to enhance productivity and accessibility across different sectors.
    • (01:52:26) - 𝕏 Timeline Reactions
    • (02:10:32) - Angela Jiang, a former product manager at OpenAI who contributed to the launches of GPT-3.5 and GPT-4, has co-founded Worktrace AI, a startup focused on automating repetitive tasks in large enterprises. In the conversation, she discusses how Worktrace AI observes employee workflows to identify tasks suitable for AI automation, aiming to bridge the gap between advanced AI models and their practical application in real-world business scenarios. The company recently emerged from stealth mode, announcing a $9 million seed funding round led by Conviction and 8VC, with participation from the OpenAI Fund and notable figures such as Mira Murati and Jason Kwon.
    • (02:20:40) - Jonathan Slotkin, a practicing neurosurgeon and health system leader, discusses the significant public health benefits of autonomous vehicles, emphasizing that data from Waymo's 100 million miles of operation show a 91% reduction in serious injury crashes compared to human drivers. He argues that widespread adoption of self-driving cars could eliminate traffic deaths as a leading cause of mortality in the U.S., highlighting the need to overcome regulatory challenges and public skepticism to realize these life-saving advancements.
    • (02:35:47) - Aaron Cannon, co-founder and CEO of Outset, discusses his company's AI-moderated research platform that enables enterprises to conduct and synthesize video interviews at scale, combining the depth of one-on-one interviews with the speed of surveys. He highlights Outset's recent $17 million Series A funding led by 8VC, bringing total funding to $21 million, and mentions partnerships with Fortune 500 companies like WeightWatchers, NestlĂ©, and Microsoft. Cannon emphasizes the platform's ability to deliver in-depth insights rapidly, noting that clients have experienced research processes that are over eight times faster and capture ten times more interviews than traditional methods.
    • (02:46:02) - Karan Kunjur, co-founder and CEO of K2 Space, discusses the company's focus on developing large, high-power satellites to meet the growing demand for advanced space capabilities. He highlights the shift from smaller satellites to larger platforms, leveraging the capabilities of modern heavy-lift rockets like SpaceX's Falcon 9 and Starship. Kunjur also emphasizes K2 Space's commitment to providing cost-effective, high-capacity satellite solutions for both commercial and government clients.
    • (03:00:43) - 𝕏 Timeline Reactions


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    11 December 2025, 11:10 pm
  • 29 minutes 55 seconds
    Nvidia’s China Shift, Meta AI Drama, Paramount's Pitch | Diet TBPN

    Our favorite moments from today's show, in under 30 minutes. 

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    11 December 2025, 1:51 am
  • 3 hours 18 minutes
    Warner Deal Drags, H200 Exports Resume, Meta AI Chafe Gate | Joe Weisenthal, Ben Smith, Matt Hicks, Stephen Schwartz, Saam Motamedi, Nicholas Kelez, Antoine Tessier, Filip Kaliszan

    • (00:28) - H200 Exports Resume
    • (07:20) - China-Linked AI Chip Smuggling
    • (14:43) - Joe Weisenthal, born September 2, 1980, in Detroit, Michigan, is an American journalist and television presenter, currently serving as the executive editor of news for Bloomberg's digital brands and co-host of the "Odd Lots" podcast. In the conversation, he discusses the Federal Reserve's recent 25 basis point interest rate cut, highlighting internal divisions within the Fed's rate-setting committee, with three members dissenting—two favoring no change and one advocating a deeper cut. He also examines the potential impact of future rate cuts on long-term yields, noting that aggressive short-term cuts could lead to higher long-term rates due to inflation expectations, which may not provide the desired economic stimulus.
    • (34:20) - Warner Deal Drags
    • (43:29) - Meta AI Chafe Gate
    • (59:04) - Ben Smith is a veteran American journalist and media executive. He is the co-founder and editor-in-chief of Semafor, the global news platform launched in 2022. Previously, he was the media columnist for The New York Times (2020–2022) and before that the founding editor-in-chief of BuzzFeed News (2012–2020). Earlier in his career he covered politics for Politico and other outlets, helping pioneer digital-era political journalism.
    • (01:40:43) - Matt Hicks, who became Red Hat's President and CEO in July 2022, discusses the company's evolution from offering only Red Hat Enterprise Linux (RHEL) to a diverse portfolio including OpenShift, Ansible, and Red Hat AI. He emphasizes Red Hat's focus on smaller, open-source AI models that are more manageable and cost-effective for enterprises compared to larger frontier models. Hicks also highlights the importance of building authentic open-source communities and the value of long-term commitment within a company, drawing from his own 20-year tenure at Red Hat.
    • (02:00:58) - Stephen Schwartz, CEO of WAP, discusses the company's rapid growth, noting that to achieve a 50% increase in business, they must add over $1 billion in earnings annually. He highlights their aggressive international expansion and strategic partnerships, including a recent collaboration with Micro One to enhance their platform's capabilities. Schwartz also emphasizes the company's focus on integrating AI throughout their platform to simplify operations and support users in starting businesses more efficiently.
    • (02:20:46) - 𝕏 Timeline Reactions
    • (02:29:02) - Saam Motamedi, a General Partner at Greylock Partners, focuses on early-stage investments in enterprise software, particularly in AI, cybersecurity, and data infrastructure. He discusses the current venture capital landscape, noting a shift towards a smaller number of firms concentrating on long-term partnerships with founders, emphasizing the importance of enduring commitment in the industry. Motamedi also highlights the transformative impact of AI on enterprise software, suggesting that new pricing models, interfaces, and data structures are creating opportunities for startups to disrupt established companies.
    • (02:41:08) - Nicholas Kelez, CEO and CTO of xLight, discusses the company's mission to develop the world's most powerful free-electron lasers to revolutionize semiconductor manufacturing by enhancing lithography processes, making chip production more efficient and cost-effective. He highlights the strategic partnership with former Intel CEO Pat Gelsinger, who has significantly contributed to xLight's growth and leadership development. Kelez also emphasizes the importance of the recent $150 million Letter of Intent with the U.S. Department of Commerce, which will accelerate the development of their prototype and advance their first commercial products.
    • (02:48:17) - Antoine Tessier, CEO of duPont REGISTRY Group, discusses the launch of duPont REGISTRY Live, an online auction platform offering a 100% sell-through guarantee and a 14-day return policy for buyers. He highlights the company's recent $34 million capital raise to support this initiative and mentions plans to expand their Nashville facility to 65,000 square feet for vehicle inspections and certifications. Tessier also shares insights into the growing luxury car market, referencing a forthcoming report estimating the U.S. market at $110 billion, with expectations to double in the next decade.
    • (02:56:53) - Filip Kaliszan, CEO and co-founder of Verkada, discusses his company's mission to enhance physical security through AI and integrated hardware solutions like cameras and access controllers, serving clients such as enterprises, schools, and government buildings. He highlights the company's growth since its 2016 inception, now boasting over 30,000 global customers, including 100 of the Fortune 500, and emphasizes the importance of on-device processing to manage data efficiently and cost-effectively. Kaliszan also touches on the potential role of AI and robotics in security, the company's flexible pricing for nonprofits, and future plans, including a potential public offering.
    • (03:14:24) - 𝕏 Timeline Reactions


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    10 December 2025, 10:53 pm
  • 30 minutes 42 seconds
    Paramount’s Deal Playbook, Trump Opens Nvidia’s China Door, Saudis Loosen Drinking Laws | Diet TBPN

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    10 December 2025, 1:48 am
  • 3 hours 34 minutes
    Ellison's Counter Offer, Chinese H200s, Data Centers in Space | Aaron Ginn, Matt Kalish, Emil Michael, Blake Scholl, Naveen Rao, Ofir Ehrlich, Gorkem Yurtseven, Pedro Franceschi

    • (00:20) - Ellison's Counter Offer
    • (18:23) - Chinese H200s
    • (32:18) - Data Centers in Space
    • (42:30) - 𝕏 Timeline Reactions
    • (01:01:24) - Aaron Ginn is the CEO and Co-Founder of Hydra Host, a company specializing in high-performance computing infrastructure. In the conversation, he discusses the importance of the United States engaging pragmatically with China on trade, particularly in the technology sector, to maintain American interests and influence. He emphasizes that while China may copy technologies, the U.S. should focus on leveraging its strengths in commerce and free markets to foster mutually beneficial relationships.
    • (01:22:18) - Matt Kalish, co-founder and president of DraftKings, discusses his journey from analytics and marketing roles to launching DraftKings in 2012, growing it into a leading sports betting platform. He highlights his transition to focus on Hardscope, a new platform aimed at empowering creators and brands in the evolving media landscape, leveraging his experience with Faze Clan to support talent across various content verticals. Kalish also addresses the competitive nature of the sports betting industry, emphasizing DraftKings' commitment to innovation and customer satisfaction amid emerging trends like prediction markets.
    • (01:43:05) - Emil Michael, the Under Secretary of Defense for Research and Engineering, discusses the Department of Defense's collaboration with Google to provide 3 million Department of War employees access to Google Gemini on a secure private network, emphasizing the importance of integrating AI capabilities while maintaining data security. He highlights the rapid implementation of this initiative within three months and addresses the necessity of banning foreign AI models like Deep Seek to prevent sensitive data exposure. Additionally, Michael outlines the department's commitment to supporting multiple AI models across various security classifications to enhance operational efficiency and maintain technological superiority.
    • (02:03:16) - SpaceX Targets 2026 IPO
    • (02:11:30) - Blake Scholl, founder and CEO of Boom Supersonic, discusses the company's recent milestone of their XB-1 aircraft breaking the sound barrier without generating an audible sonic boom on the ground, demonstrating the feasibility of quiet supersonic travel. He explains the physics behind this achievement, known as "Mach cutoff," where the sonic boom refracts upward in the atmosphere, preventing it from reaching the ground. Scholl emphasizes that this advancement opens the door to supersonic travel over land, potentially reducing flight times across the U.S.
    • (02:34:46) - Naveen Rao, CEO of Unconventional AI, discusses his journey from founding AI chip company Nervana in 2014, to selling MosaicML to Databricks in 2023, and now leading Unconventional AI, which recently raised $475 million at a $4.5 billion valuation. He emphasizes the need to rethink computing paradigms to address AI's escalating energy demands, aiming to develop hardware that is a thousand times more efficient by leveraging new abstractions and focusing solely on AI applications. Rao highlights the importance of rapid iteration and deep co-design in developing this novel hardware, drawing inspiration from biological systems to create more efficient AI substrates.
    • (02:48:42) - Ofir Ehrlich, co-founder and CEO of Eon, is a seasoned entrepreneur with a background in cloud infrastructure and data protection, having previously co-founded CloudEndure, which was acquired by Amazon in 2019. In the conversation, he discusses Eon's mission to revolutionize cloud backups by transforming them into accessible data lakes, enabling enterprises to utilize their backup data for AI and analytics, and highlights the company's recent $300 million Series D funding round led by Gil Capital, valuing Eon at $4 billion.
    • (02:57:33) - Gorkem Yurtseven, co-founder and CTO of Fal.ai, a generative media platform for developers, announced the company's $140 million Series D funding led by Sequoia, with participation from Kleiner Perkins and Nvidia. He highlighted the company's significant growth, including an eightfold increase in revenue over the past year and the expansion of their client base to major advertisers, retail platforms, design apps, and movie studios. Yurtseven also discussed the unexpected rise of image editing surpassing AI video in their business, emphasizing the evolving landscape of generative media and the company's commitment to advancing AI-driven media production.
    • (03:07:50) - Pedro Franceschi, co-founder and CEO of Brex, announced a $5.6 billion partnership with Fifth Third Bank to introduce AI-powered financial solutions to businesses. This collaboration aims to modernize corporate cards and automate financial workflows, leveraging Brex's technology and Fifth Third's extensive distribution network. Franceschi highlighted the potential to transform financial operations for thousands of businesses still using legacy systems.
    • (03:18:13) - 𝕏 Timeline Reactions


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    9 December 2025, 11:57 pm
  • 29 minutes 4 seconds
    Paramount Strikes Back, Ads In Gemini, Bieber’s Apple Beef | Diet TBPN

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    9 December 2025, 1:32 am
  • 3 hours 3 minutes
    Netflix's Size is Not Size, Ads in Google Gemini, Prediction Markets on a Tear | Rich Greenfield, Delian Asparouhov, Sarah Harrelson, Morgan Housel, Andrew Pignanelli, Brian Mehler, Will Wilson

    • (01:57) - Rich Greenfield, a partner and media analyst at LightShed Partners, discusses the complexities of the ongoing bidding war between Netflix and Paramount for Warner Bros., highlighting the antitrust implications and the evolving competitive landscape in the streaming industry. He emphasizes that defining the market narrowly to only include premium subscription streaming services overlooks the vast competition from platforms like YouTube and traditional television, making antitrust evaluations challenging. Greenfield also notes that both Netflix and Paramount aim to leverage Warner Bros.' extensive content library to enhance their offerings, with Netflix's algorithmic prowess potentially revitalizing underutilized assets.
    • (21:06) - Timeline Reactions to WB Bidding War
    • (44:11) - 𝕏 Timeline Reactions
    • (53:52) - Prediction Markets on a Tear
    • (01:03:11) - Delian Asparouhov is a Partner at Founders Fund and Co-Founder and President of Varda Space Industries, a company pioneering in-space manufacturing of pharmaceuticals and advanced materials. In the conversation, he discusses the appointment of Jared Isaacman as NASA Administrator, emphasizing Isaacman's leadership qualities and the positive impact on the commercial space industry. He also explores the strategic importance of lunar missions, advocating for the Moon as a critical step toward Mars exploration, and highlights the potential of space-based infrastructure like mass drivers for efficient transportation of materials.
    • (01:32:03) - Sarah Harrelson, founder and editor-in-chief of Cultured magazine, discusses the magazine's focus on contemporary arts and its holistic approach to content. She shares insights on the evolving art market, noting a recent correction and the importance of collectors who buy in both good and bad markets. Harrelson also reflects on the current challenges facing Los Angeles's art scene, emphasizing the need for new theaters and innovative approaches to engage audiences.
    • (02:01:25) - Google Adding Ads to Gemini in 2026
    • (02:06:57) - 𝕏 Timeline Reactions
    • (02:17:32) - Morgan Housel is a partner at The Collaborative Fund and a former columnist for The Wall Street Journal and The Motley Fool. He is the author of the best-selling books "The Psychology of Money" and "Same As Ever," which have sold millions of copies worldwide. In the conversation, Housel discusses his current focus on reading and contemplating future projects, the challenges authors face in balancing audience expectations with creative freedom, and the importance of honest marketing in building a long-term brand.
    • (02:36:55) - Andrew Pignanelli, co-founder and CEO of The General Intelligence Company of New York, discusses the company's mission to enable one-person, billion-dollar businesses through AI agents. He highlights their recent $8.7 million seed funding led by Union Square Ventures and introduces "Cofounder," an AI chief of staff designed to proactively assist businesses by automating tasks and integrating with various tools. Pignanelli envisions a future where AI agents manage entire companies, allowing entrepreneurs to focus on strategic decisions while agents handle day-to-day operations.
    • (02:45:43) - Brian Mehler, CEO of Stable, discusses the recent launch of Stable's mainnet, a Layer 1 blockchain designed to streamline financial transactions using stablecoins, with USDT serving as the native gas token. He highlights the network's key differentiators, including its partnerships with PayPal Ventures and Anchorage Digital, and the use of USDT for transaction fees to simplify user experience. Mehler also emphasizes the network's speed and cost-effectiveness compared to traditional Layer 1 blockchains, aiming to address common frustrations in financial transactions.
    • (02:50:41) - Will Wilson, CEO and co-founder of Antithesis, discusses his company's approach to improving software reliability through deterministic simulation testing. He explains that traditional testing methods often fail to uncover unforeseen issues, whereas Antithesis's platform runs software in a controlled, simulated environment to identify and reproduce rare bugs. Wilson also highlights the significance of their partnership with Jane Street, which began as a customer relationship and evolved into a strategic investment, underscoring the platform's effectiveness in enhancing software quality.


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    8 December 2025, 10:43 pm
  • 24 minutes 4 seconds
    Netflix Acquires Warner Brothers, Apple’s Leadership Shakeup, SpaceX Prepares For IPO | Diet TBPN

    Our favorite moments from today's show, in under 30 minutes. 

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    6 December 2025, 2:25 am
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