• 31 minutes 34 seconds
    Reactions: Ferrari’s First EV, The Enhanced Games | Diet TBPN

    Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after.

    Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella.

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    26 May 2026, 11:58 pm
  • 38 minutes 36 seconds
    The Lean Startup Author on What Ruins Good Companies

    This is our full conversation with Eric Ries, recorded live on TBPN.

    We discuss why successful companies drift away from the principles that made them great, how short-term incentives and quarterly reporting can damage long-term value creation, why companies like Costco and Patagonia have built mission-first cultures that resist outside pressure, and how governance structures like public benefit corporations and long-term trusts could reshape the future of capitalism.

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    26 May 2026, 10:35 pm
  • 2 hours 24 minutes
    Ferrari EV, Enhanced Games, Alcohol & Podcasting | Christopher Hale, Sean Henry, Eric Ries, Alex Atallah

    • (00:27) - Ferrari EV
    • (40:58) - Enhanced Games
    • (47:41) - Christopher Hale, a Catholic writer and former executive director of Catholics in Alliance for the Common Good, discusses Pope Leo XIV's recent encyclical on artificial intelligence, highlighting the Pope's emphasis on maintaining human dignity and responsibility in technological advancements. He notes the Pope's concern over delegating human decisions to machines, especially in contexts like warfare, and underscores the call for Silicon Valley to consider the ethical implications of AI development.
    • (01:10:48) - Alcohol & Podcasting
    • (01:17:21) - Sean Henry, co-founder and CEO of Stord, announced the company's recent $250 million funding round, elevating its valuation to $3 billion. He discussed Stord's decade-long development of a vertically integrated platform that leverages robotics and AI to enhance commerce, enabling faster deliveries and cost efficiencies. Henry also highlighted the launch of Stord Labs, dedicated to testing next-generation robotics and AI, and the company's international expansion into markets like Canada, Europe, China, and Australia.
    • (01:31:05) - Eric Ries is an entrepreneur and author best known for The Lean Startup, which helped popularize iterative product development and rapid experimentation in startups. He is also the author of The Startup Way and Incorruptible, where he explores institutional trust, governance, and how organizations can remain resilient and accountable at scale.
    • (02:09:45) - Alex Atallah, co-founder and CEO of OpenRouter, discusses the evolution of AI models and the importance of neurodiversity in AI agents selecting cost-effective tools for specific tasks. He highlights OpenRouter's recent $113 million funding round, led by Capital G with participation from existing investors and strategic partners like Nvidia, ServiceNow, and Databricks, emphasizing the company's commitment to fostering a diverse team. Atallah also addresses the trend of companies optimizing AI inference costs by utilizing multiple models tailored to specific tasks, leading to significant cost savings and improved performance.
    • (02:22:45) - 𝕏 Timeline Reactions


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    26 May 2026, 8:51 pm
  • 33 minutes 6 seconds
    IPO Giga Boom, World’s Fairs of the Past | Diet TBPN

    Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after.

    Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella.

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    22 May 2026, 11:13 pm
  • 2 hours 1 minute
    Starship Launch, World's Fair Retrospective, Sacks Spikes AI EO | Dan Shipper, James Rogers

    • (01:01) - Sacks Spikes AI EO
    • (07:56) - America's IPO Market Wakes Up
    • (17:47) - Starship Launch
    • (28:28) - World's Fair Retrospective
    • (45:46) - Dan Shipper, co-founder and CEO of Every, discusses the transformative impact of AI agents like Codex and Claude Code on knowledge work, highlighting how these tools have automated tasks in coding, writing, design, and customer service, leading to Every's growth from 4 to 30 employees since GPT-3. He emphasizes that while AI makes expert competence more accessible, it simultaneously increases the demand for human expertise to provide judgment and differentiation, as AI outputs often require human framing and evaluation to be truly valuable. Shipper also notes that AI enables small, generalist teams to accomplish tasks that previously required larger, specialized organizations, allowing for a more fulfilling and versatile work experience.
    • (01:09:01) - James Rogers is the founder and CEO of Apeel Sciences, a company developing plant-based coatings that extend the shelf life of fresh produce and reduce food waste. He launched the company out of research funded by the Bill & Melinda Gates Foundation, with a focus on improving global food distribution and sustainability through materials science.


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    22 May 2026, 8:31 pm
  • 26 minutes 57 seconds
    SpaceX S-1, Anthropic Revenue Booms, OpenAI Cracks Erdős Problem | Diet TBPN

    Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after.

    Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella.

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    21 May 2026, 11:45 pm
  • 2 hours 30 minutes
    SpaceX IPO, The Erdős Problem, Spotify CEO Joins | Alex Tabarrok, Bill Clerico, Alex Norström, Jordan Schneider, Christina Lee Storm, Erik Bernhardsson

    • (01:25) - SpaceX IPO
    • (12:37) - Anthropic Revenue Surges
    • (17:31) - OpenAI Solves the Erdős Problem
    • (27:53) - Alex Tabarrok, a Canadian-American economist and professor at George Mason University, co-authors the Marginal Revolution blog and co-founded Marginal Revolution University. He discusses the Baumol effect, explaining how sectors with stagnant productivity, like education and healthcare, experience rising costs due to increasing wages in more productive industries. Tabarrok also explores the potential of AI to mitigate this effect by enhancing productivity in traditionally labor-intensive sectors.
    • (01:02:22) - Bill Clerico, founder and managing partner of Convective Capital, discusses the firm's recent $85 million fundraise, doubling their previous fund, to invest in disaster resilience technologies. He highlights the increasing frequency and severity of disasters due to aging infrastructure and climate change, emphasizing the need for private market solutions. Clerico also shares insights into the fire technology market, noting the challenges and opportunities in selling to utilities, insurance companies, and government agencies, and underscores the importance of technological innovation in enhancing disaster preparedness and response.
    • (01:15:12) - Alex Norström, Spotify's Co-Chief Executive Officer since January 2026, discusses the company's recent Investor Day, highlighting significant user growth and financial achievements over the past four years. He introduces four major future initiatives, including a new feature that reserves concert tickets for premium users, addressing challenges like ticket scarcity and scalping. Norström also emphasizes Spotify's advancements in AI, particularly in enhancing user experience and content personalization.
    • (01:36:38) - Jordan Schneider is the creator of the ChinaTalk podcast and newsletter, focusing on China, technology, and U.S.-China relations. In this conversation, he discusses the recent U.S.-China summit, highlighting the stalemate in relations and China's leverage over the U.S. through rare earths. He also touches on the absence of key AI leaders at the summit and the implications for future technological collaboration.
    • (02:02:17) - Christina Lee Storm, Head of Studio at Secret Level and co-founder of Playbook PLBK, discusses the evolving role of AI in film production, emphasizing its integration as a natural progression in storytelling rather than a disruptive force. She highlights the importance of embracing technology to enhance creativity and efficiency, while underscoring that compelling storytelling remains paramount. Storm also reflects on the potential for AI to democratize filmmaking, enabling independent creators to produce high-quality content, provided they maintain a strong focus on narrative depth.
    • (02:14:28) - Erik Bernhardsson, co-founder and CEO of Modal Labs, discusses the company's recent Series C funding round, raising $355 million at a $4.65 billion post-money valuation led by General Catalyst and Redpoint Ventures. He highlights the rapid growth of their Sandboxes product, which has been doubling in usage every month for the past six months, enabling safe execution of language model-generated code. Bernhardsson also addresses the challenges of demand planning in the AI infrastructure space, emphasizing the need to secure GPUs months in advance to accommodate their 30-40% monthly growth rate.
    • (02:25:14) - 𝕏 Timeline Reactions


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    21 May 2026, 9:03 pm
  • 27 minutes 56 seconds
    Google I/O: Day 1 Reactions, Goldman to Lead SpaceX IPO | Diet TBPN

    Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after.

    Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella.

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    https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235
    https://www.youtube.com/@TBPNLive

    21 May 2026, 12:09 am
  • 2 hours 33 minutes
    Google I/O Reactions, Large IPOs Incoming, Figma's AI Assistant | Dylan Field, Brian Chesky, Feross Aboukhadijeh, Tae Kim, Immad Akhund, Marcus Milione

    • (01:25) - Google I/O Reactions
    • (25:45) - SpaceX IPO
    • (28:17) - Dylan Field, CEO and founder of Figma, discusses the impact of AI on design, emphasizing the importance of maintaining a balanced perspective amidst rapid technological changes. He introduces Figma's Design Agent, an AI tool designed to assist designers by automating routine tasks, thereby allowing them to focus on more creative aspects of their work. Field also highlights the significance of integrating design and code representations, aiming to eliminate false trade-offs between direct manipulation and AI-driven processes.
    • (48:30) - Feross Aboukhadijeh is an entrepreneur and programmer, known for founding Socket, a developer-first security platform that safeguards software supply chains. In the conversation, he discusses Socket's recent $60 million Series C funding at a $1 billion valuation, the escalating challenges in software supply chain security due to increased code generation by AI and the exploitation of open-source dependencies, and introduces "certified patches," a solution designed to efficiently address vulnerabilities in open-source code.
    • (58:55) - Tae Kim, a seasoned finance professional and Senior Portfolio Strategist at Rockefeller Capital Management, discusses the robust growth and undervaluation of NVIDIA, the strategic challenges facing Google in AI, and the potential market impact of SpaceX's anticipated IPO.
    • (01:26:55) - Immad Akhund, a British-Pakistani entrepreneur and angel investor, is the co-founder and CEO of Mercury, a fintech platform serving startups. In the conversation, he announces Mercury's recent $200 million funding round led by TCV, discusses the company's significant growth driven by AI-driven business formations, and highlights the increasing role of large language model (LLM) recommendations in attracting new customers.
    • (01:38:35) - 𝕏 Timeline Reactions
    • (01:44:23) - Brian Chesky, co-founder and CEO of Airbnb, discusses the company's recent expansion into new services, including grocery delivery, airport pickups, car rentals, and boutique hotel bookings. He explains that these additions aim to enhance the guest experience by offering greater convenience and a more comprehensive travel ecosystem. Chesky also highlights the company's efforts to rebuild its foundation to support these services and emphasizes the importance of listening to customer feedback to drive innovation.
    • (02:04:27) - Marcus Milione, founder of Minted New York, transitioned from a career in commercial real estate to establish a brand that blends premium menswear, performance athletic apparel, endurance nutrition, and Italian-crafted jewelry. In the conversation, he discusses his journey from posting fashion and fitness content on social media during the COVID-19 pandemic to building a community-driven brand, emphasizing the importance of organic growth, customer engagement, and maintaining authenticity in product development.
    • (02:28:41) - 𝕏 Timeline Reactions


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    20 May 2026, 9:25 pm
  • 32 minutes 47 seconds
    Google I/O, Fertility Decline, Spotify Logo Drama | Diet TBPN

    Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after.

    Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella.

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    https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235
    https://www.youtube.com/@TBPNLive

    20 May 2026, 12:13 am
  • 2 hours 16 minutes
    Google I/O Reactions, Birth Rate Debates, Spotify's New Icon | Jim Belosic, Aidan Dewar, Fai Nur, Tanay Tandon, Ajeya Cotra, Philip Inghelbrecht

    • (00:09) - Google I/O Reactions
    • (24:14) - Karpathy Joins Anthropic
    • (28:29) - Reactions to Spotify's New Icon
    • (33:49) - Birth Rate Debates
    • (45:18) - Jim Belosic, CEO and founder of SendCutSend, a company specializing in on-demand manufacturing services, discusses the recent achievement of securing a $110 million investment, valuing the company at $1 billion. He shares plans to utilize the funds to expand operations, including hiring additional staff and enhancing software capabilities, aiming to establish facilities near major metropolitan areas to expedite service delivery. Belosic also highlights the company's commitment to supporting STEM education through a $1 million sponsorship program, providing resources and expertise to engineering students and educators.
    • (01:04:18) - Aidan Dewar, co-founder and CEO of Nourish, discusses the company's mission to address chronic diseases through dietitian-led metabolic clinics that combine a vast network of registered dietitians with virtual medical care, including lab interpretations and medication management. He emphasizes the importance of pairing GLP-1 medications with behavioral changes to achieve sustainable health outcomes, noting that patients working with Nourish dietitians while on GLP-1s lost 33% more weight than those using the medication alone. Dewar also highlights the company's recent $100 million Series C funding, aimed at expanding their services and integrating AI technology to enhance patient care.
    • (01:12:41) - Fai Nur, CEO and co-founder of Status, discusses the app's rapid growth, reaching a million users in 19 days, and its appeal to young users seeking immersive, gamified social experiences. She highlights Status's monetization through in-app purchases and subscriptions, achieving millions in annual recurring revenue and a tenfold increase in revenue in Q1 2026. Nur also addresses the platform's use of AI to create user-generated worlds, emphasizing its role in offering unique experiences that complement traditional entertainment.
    • (01:22:57) - Tanay Tandon, CEO of Kamir, discusses the company's recent $70 million funding round at a $7 billion valuation, aimed at accelerating R&D for their language model-powered EMR platform and voice agents. He highlights the trillion-dollar administrative burden in the U.S. healthcare system and how Kamir's AI solutions automate tasks like claims processing and documentation to reduce costs and improve efficiency. Tandon also addresses the rapid adoption of language models in healthcare, the potential for AI to empower independent practices, and the evolving dynamics between providers and payers.
    • (01:33:02) - Ajeya Cotra, a technical staff member at METR with a background in AI safety, discusses her role in leading the Frontier Risk Report, which assesses misalignment risks in advanced AI systems. She explains METR's mission to develop measurement tools for tracking AI capabilities and motivations, and describes the collaboration with companies like Google, OpenAI, Meta, and Anthropic to evaluate their internal models and alignment processes. Cotra also highlights the importance of establishing robust, independent auditing practices to monitor and mitigate potential risks from misaligned AI agents.
    • (01:48:11) - Philip Inghelbrecht, a Belgian-born entrepreneur and CEO of Tatari, a company specializing in technology for TV advertising, discusses his journey from co-founding Shazam in 1999 to leading Tatari. He highlights the challenges and innovations in TV advertising, emphasizing the importance of measuring real outcomes and the integration of AI in media planning. Inghelbrecht also reflects on the evolution of TV advertising, noting the shift from traditional methods to data-driven strategies that bridge the gap between linear and streaming TV.


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    19 May 2026, 8:39 pm
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