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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• (01:05) - Chip Bottleneck vs. Energy Bottleneck
• (16:12) - Amazon Plans Record $200B Capex
• (29:31) - Inside the Search for Iger's Heir
• (34:30) - TikTok Fuels "Dirty Soda" Craze
• (46:25) - Anthropic Tanked the Software Market
• (51:21) - 𝕏 Timeline Reactions
• (01:17:31) - WSJ Mansion Section
• (01:29:31) - Doug O'Laughlin is a developer deeply engaged with Anthropic's AI coding assistant, Claude Code, utilizing it extensively in his daily workflow. He discusses the integration of Claude Code into GitHub, highlighting its role in automating tasks like drafting pull requests and code reviews, thereby enhancing developer productivity. Doug also explores the evolution of AI models, noting the rapid advancements in Claude's capabilities and their impact on software development practices.
• (02:03:13) - Max Levchin, a Ukrainian-American software engineer and entrepreneur, co-founded PayPal in 1998 and currently serves as CEO of Affirm, a fintech company he founded in 2012. In the transcript, Levchin discusses Affirm's impressive 36% year-over-year growth in merchant sales volume, reaching approximately $1.1 billion in revenue for the quarter. He attributes this success to seasonal sales events like Black Friday and the rapid growth of the Affirm Card, which has seen 100% year-over-year growth across various metrics. Additionally, Levchin highlights the success of Affirm's self-created shopping holiday, "The Big Nothing," offering 0% APR deals without fine print, which significantly boosted their numbers.
• (02:21:20) - TJ Parker is the co-founder and former CEO of PillPack, a pharmacy service acquired by Amazon in 2018, where he later served as Vice President of Health and Pharmacy until 2022. In the conversation, Parker discusses the controversy surrounding Hims' compounding of GLP-1 medications, highlighting the FDA's recent warning letter addressing safety and efficacy concerns. He also touches on the implications of the new Wegovy pill for the weight loss market and the potential impact of AI in healthcare, emphasizing the importance of integrating AI with comprehensive medical histories to enhance patient care.
• (02:40:51) - Arsalan Tavakoli, co-founder and Senior Vice President of Field Engineering at Databricks, discusses the rapid evolution of AI, emphasizing that while technological advancements are significant, the real challenge lies in organizations learning to effectively deploy and utilize these tools to derive value. He highlights the importance of having a unified, governed data platform to support both small and large-scale data projects, noting that even seemingly simple tasks can quickly expand in complexity and data requirements. Tavakoli also underscores that, despite the proliferation of AI agents, many enterprises struggle to move beyond pilot phases to achieve meaningful production outcomes, often due to issues related to data quality, governance, and integration.

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https://www.youtube.com/@TBPNLive

This is our full interview with Doug O'Laughlin, recorded live on TBPN.

We discuss why Claude Code feels like a true inflection point, how agent swarms and orchestration could replace large parts of today’s SaaS stack, hyperscaler capex, Nvidia supply constraints, and why knowledge work is about to change faster than most people expect.

TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays from 11–2 PT on X and YouTube, with full episodes posted to podcast platforms immediately after.

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

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.

TBPN.com is made possible by:

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Figma - https://figma.com

Fin - https://fin.ai

Gemini - https://gemini.google.com

Graphite - https://graphite.com

Gusto - https://gusto.com/tbpn

Labelbox - https://labelbox.com

Lambda - https://lambda.ai

Linear - https://linear.app

MongoDB - https://mongodb.com

NYSE - https://nyse.com
Okta - https://www.okta.com

Phantom - https://phantom.com/cash

Plaid - https://plaid.com

Public - https://public.com

Railway - https://railway.com

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• (01:21) - 𝕏 Timeline Reactions
• (02:58) - Anthropic's Trust Nuke
• (18:36) - OpenAI's Frontier Model for Enterprise
• (39:02) - Alphabet Beats Q4 Estimates
• (52:25) - NVIDIA to Skip New Gaming Chips in 2026
• (56:16) - Sam Altman, CEO of OpenAI, discusses the launch of Codex 5.3, highlighting its enhanced coding capabilities, increased speed, and improved interactivity, allowing users to guide the model during tasks. He emphasizes the importance of integrating AI agents into workflows, suggesting that managing a team of agents will become a standard practice, and notes the need for companies to adapt quickly to AI advancements to maintain competitiveness. Altman also touches on the evolving role of software development, predicting significant transformations as AI continues to advance.
• (01:33:10) - Sholto Douglas, a Member of Technical Staff at Anthropic, specializes in scaling reinforcement learning and agentic AI. In the transcript, Douglas discusses the release of a new model that excels in tackling complex problems through extended reasoning and test-time computation. He highlights the model's advancements in digital tasks, such as coding and knowledge work, and emphasizes the importance of developing AI systems that can function as capable coworkers.
• (02:00:32) - Daniel Barcelo, CEO and Chairman of T1 Energy, has over 25 years of experience in international energy finance and emerging markets. He discusses T1's efforts to build a domestic solar and battery supply chain, highlighting the acquisition of a 5-gigawatt solar module facility in Wilmer, Texas, and plans for a 2.1-gigawatt solar cell plant near Austin. Barcelo emphasizes the importance of advanced manufacturing and an integrated U.S. supply chain to meet the growing demand for scalable, reliable, and low-cost renewable energy.
• (02:24:41) - Mandy Fields, Chief Financial Officer of e.l.f. Beauty, discusses the company's impressive 38% net sales growth and 79% increase in adjusted EBITDA, attributing this success to their value proposition, innovative marketing, and the acquisition of Hailey Bieber's brand, Rhode. She highlights e.l.f.'s balanced marketing spend across digital platforms to stay connected with their community and emphasizes the importance of Super Bowl ads for building long-term brand awareness. Fields also notes the company's focus on expanding their existing portfolio, including e.l.f. Cosmetics, Naturium, and Rhode, while remaining open to future acquisitions.
• (02:32:56) - 𝕏 Timeline Reactions
• (02:35:53) - Ivan Burazin, co-founder and CEO of Daytona, has a rich background in cloud development, having previously founded Codeanywhere and the Shift developer conference. In the conversation, he discusses Daytona's mission to provide secure, scalable infrastructure for AI agents, emphasizing the necessity for these agents to operate in isolated computing environments to perform tasks like code execution and browser-based activities. He also highlights Daytona's rapid growth, noting a significant increase in customers, including Fortune 100 companies, and announces a recent $24 million Series A funding round to further advance their platform.
• (02:43:01) - Scott Rogowsky, renowned for hosting HQ Trivia, discusses his new venture, Savvy, a live interactive word puzzle game where players compete against him in real-time to solve puzzles and win cash prizes. He reflects on lessons from HQ Trivia, emphasizing the importance of player engagement and accessibility, and highlights Savvy's design to ensure all participants can play through entire games, enhancing user experience. Rogowsky also shares his commitment to the project, having recently relocated to Los Angeles to focus on its development, and expresses excitement about building a dedicated community around the app.

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This is our full interview with OpenAI CEO Sam Altman, recorded live on TBPN.

We discuss Anthropic's Super Bowl ads, Codex 5.3, why managing AI agents is the next interface shift, and how chips, power, and compute bottlenecks will shape the future of AI.

TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays from 11–2 PT on X and YouTube, with full episodes posted to podcast platforms immediately after. 

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

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.

TBPN.com is made possible by:

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Figma - https://figma.com

Fin - https://fin.ai

Gemini - https://gemini.google.com

Graphite - https://graphite.com

Gusto - https://gusto.com/tbpn

Labelbox - https://labelbox.com

Lambda - https://lambda.ai

Linear - https://linear.app

MongoDB - https://mongodb.com

NYSE - https://nyse.com
Okta - https://www.okta.com

Phantom - https://phantom.com/cash

Plaid - https://plaid.com

Public - https://public.com

Railway - https://railway.com

Ramp - https://ramp.com

Restream - https://restream.io
Sentry - https://sentry.io

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• (00:17) - Our Super Bowl Ad
• (06:43) - Ads in AI Commercial Reactions
• (31:11) - Walmart hits $1T
• (35:05) - Mati Staniszewski, co-founder and CEO of ElevenLabs, a company specializing in AI-driven voice synthesis, discusses the company's recent $500 million Series D funding round, valuing ElevenLabs at $11 billion, and highlights the rapid growth in annual recurring revenue, reaching $330 million by the end of 2025. He emphasizes the expansion of their product offerings, including advancements in voice agents and conversational models, and notes significant enterprise adoption with clients like Deutsche Telekom and Revolut. Additionally, Staniszewski introduces Andrew Reed from Sequoia as a new board member, underscoring the company's commitment to innovation and leadership in the AI voice technology sector.
• (50:53) - 𝕏 Timeline Reactions
• (01:01:06) - Gergely Orosz is a seasoned software engineer and author of "The Pragmatic Engineer" newsletter, focusing on in-depth topics for experienced professionals. In the conversation, he discusses the transformative impact of AI on software engineering, emphasizing the shift from traditional coding to AI-assisted development and the importance of adaptability in this evolving landscape. He also highlights the value of hiring interns proficient in AI tools to enhance team productivity and underscores the need for engineers to develop business acumen and product sense to remain competitive.
• (01:22:31) - Dara Khosrowshahi, an Iranian-American business executive born in 1969, is the CEO of Uber and previously led Expedia Group. In the conversation, he discusses Uber's strong earnings, highlighting a 22% trip growth and nearly $10 billion in free cash flow, emphasizing the company's supply-led strategy and the integration of rides and Uber Eats to enhance customer engagement.
• (01:48:37) - Mitchell Green, Founder and Managing Partner at Lead Edge Capital, a $5 billion growth equity firm, discusses the rapid evolution of software development through AI-driven "vibe coding," expressing skepticism about its ability to replace complex, trust-based enterprise software solutions. He highlights the undervaluation of established software companies like PayPal and Workday, emphasizing the importance of trust and reliability in their offerings. Green also touches on the dynamics of the IPO market, noting that strong companies can go public successfully even in uncertain times, and shares his personal interest in motorsports, including plans to participate in races at Le Mans and Monaco.
• (02:16:16) - Breaking News: Sama Responds to Anthropic Ads
• (02:19:50) - Simon Hørup Eskildsen is the co-founder and CEO of Turbopuffer, a company specializing in serverless vector databases. He discusses the rapid adoption of agentic coding, emphasizing the need for efficient search engines to handle vast data volumes, and highlights Turbopuffer's role in enabling companies to build their own scalable search infrastructures. Additionally, he addresses challenges in compute resource availability and the importance of honest representation in client partnerships.
• (02:36:56) - 𝕏 Timeline Reactions
• (02:43:17) - KJ Dhaliwal, CEO and co-founder of Lotus Health AI, discusses the company's mission to provide free, AI-powered primary care directly to consumers, addressing the shortage of primary care physicians in the U.S. He highlights the platform's ability to handle 80% of primary care needs virtually, including prescriptions and lab orders, by integrating patient health data with AI and real doctors. Dhaliwal also mentions their recent $41 million funding round led by Kleiner Perkins and CRV, and outlines plans for monetization through premium content and employer partnerships.
• (02:53:16) - Nicolas Sharp, Co-Founder and CEO of Attio, discusses the launch of "Ask Atio," a conversational AI interface designed to help users interpret and act on extensive CRM data, including calls, emails, and customer interactions. He highlights the industry's growing consensus on the potential disruption of incumbent CRM systems by AI-native solutions and emphasizes Attio's commitment to supporting diverse integrations through a robust SDK and open platform. Looking ahead, Sharp outlines plans for rapid product development, aiming to balance scaling the company with continuous innovation to meet ambitious targets.
• (03:00:52) - Ken Griffin Blasts White House "Favoritism"
• (03:06:04) - 𝕏 Timeline Reactions

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https://www.youtube.com/@TBPNLive

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.

TBPN.com is made possible by:

Ramp - https://Ramp.com

AppLovin - https://axon.ai

Cognition - https://cognition.ai

Console - https://console.com

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ElevenLabs - https://elevenlabs.io

Figma - https://figma.com

Fin - https://fin.ai

Gemini - https://gemini.google.com

Graphite - https://graphite.com

Gusto - https://gusto.com/tbpn

Labelbox - https://labelbox.com

Lambda - https://lambda.ai

Linear - https://linear.app

MongoDB - https://mongodb.com

NYSE - https://nyse.com
Okta - https://www.okta.com

Phantom - https://phantom.com/cash

Plaid - https://plaid.com

Public - https://public.com

Railway - https://railway.com

Ramp - https://ramp.com

Restream - https://restream.io
Sentry - https://sentry.io

Shopify - https://shopify.com

Turbopuffer - https://turbopuffer.com

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Vibe - https://vibe.co

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https://www.youtube.com/@TBPNLive

Sign up for TBPN’s daily newsletter at TBPN.com

• (00:51) - Timeline Reactions
• (49:06) - Aaron Levie, co-founder and CEO of Box, a leading enterprise cloud company, discusses the rapid advancements in AI and their transformative impact on enterprise software. He emphasizes the development of AI agents capable of handling complex tasks with unstructured data, highlighting the unprecedented pace of change in AI research and best practices. Levie also addresses the evolving role of AI in enterprise SaaS, suggesting a future where AI agents complement existing software systems, enhancing productivity without replacing core business processes.
• (01:09:35) - Chuck Robbins, Chairman and CEO of Cisco Systems, discussed the company's focus on AI at the Cisco AI Summit, covering topics from evolving models to necessary infrastructure, and highlighted the intersection of technology and geopolitics at the recent Davos meeting. He also shared insights into his background, including his transition from a mathematics degree to a career in technology, and emphasized the importance of balancing technical skills with emotional intelligence for leadership success.
• (01:28:10) - Jeetu Patel, Cisco's President and Chief Product Officer, discusses the company's strategic shift towards becoming a platform-centric organization, emphasizing the importance of ecosystem collaboration over a zero-sum mentality. He highlights the significance of the Splunk acquisition in enhancing data correlation for improved security measures and underscores the critical role of networking infrastructure in supporting AI advancements. Patel also addresses the evolving nature of software development, noting the increasing reliance on AI for code generation and the necessity for robust review processes to maintain quality.
• (01:54:42) - Costa Kladianos, Executive Vice President and Head of Technology for the San Francisco 49ers and Levi's Stadium, discusses his team's role in managing stadium operations, including ticketing, point-of-sale systems, Wi-Fi, network infrastructure, and cybersecurity, aiming to provide a seamless fan experience. He highlights the evolution of stadium technology to enhance in-person attendance by integrating social experiences and advanced data access, making live games more appealing than home viewing. Kladianos emphasizes the critical importance of robust network infrastructure and proactive cybersecurity measures to ensure uninterrupted operations and protect against diverse threats, given the stadium's high visibility and technological expectations.
• (02:03:02) - Dylan Patel is the founder of SemiAnalysis, the leading research and consulting firm for AI infrastructure and buildouts. Their publication is broadly respected, and they sell data to many hyperscalers and AI labs. In this episode, almost all of what we discussed has never been said publicly.

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Figma - https://figma.com

Fin - https://fin.ai

Gemini - https://gemini.google.com

Graphite - https://graphite.com

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Labelbox - https://labelbox.com

Lambda - https://lambda.ai

Linear - https://linear.app

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NYSE - https://nyse.com

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Public - https://public.com

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Restream - https://restream.io

Shopify - https://shopify.com

Turbopuffer - https://turbopuffer.com

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Follow TBPN: 

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https://www.youtube.com/@TBPNLive

This is our full interview with SemiAnalysis Founder and CEO Dylan Patel, recorded live on TBPN at the Cisco AI Summit in San Francisco. 

We discuss data centers in space, the limits of today’s AI hardware, and how chips, power, and geopolitics will shape the future of AI infra.

TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays from 11–2 PT on X and YouTube, with full episodes posted to podcast platforms immediately after. 

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