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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• (01:48) - Snap Specs
• (17:39) - Midjourney Hardware
• (18:56) - Taste Labs
• (29:27) - Eric Newcomer, an American journalist and founder of the "Newcomer" newsletter, discusses his transition from traditional media to independent journalism, emphasizing the importance of building trust and transparency with his audience. He highlights the challenges and opportunities in covering Silicon Valley, noting the evolving dynamics between venture capitalists and founders, and the impact of AI on the media landscape. Newcomer also shares insights into his business model, including revenue streams from subscriptions and events, and reflects on the future of independent media ventures.
• (01:05:19) - Merrill Lutsky, a key figure at Cursor, discusses his early fascination with space exploration, inspired by films like "October Sky," and how this passion led him to his current role. He elaborates on the recent partnership between Cursor and SpaceX, highlighting the excitement within the team and the potential for advancements in model training. Additionally, Lutsky introduces Origin, a Git infrastructure designed for the agentic era, emphasizing its scalability and the goal of achieving more autonomous, self-driving pull requests.
• (01:17:38) - Carter Reum, co-founder of venture capital firm M13, discusses the U.S. soccer team's historic World Cup performance, highlighting their unprecedented scoring success. He reflects on M13's decade-long journey, noting investments in 17 unicorns, including SpaceX, and emphasizes the importance of investing in cycles, particularly in emerging technologies like AI. Reum also shares insights on the evolving venture capital landscape, stressing the need for clear communication and strategic differentiation in a competitive market.
• (01:36:46) - Swami Sivasubramanian, Vice President for Agentic AI at Amazon Web Services (AWS), has been instrumental in developing AI services like Amazon DynamoDB, Amazon SageMaker, Amazon Bedrock, and Amazon Q. In the conversation, he discusses the transformative potential of agentic AI, highlighting AWS's launch of Qlik Autonomous Agent to integrate context across tools, and Continuum, a service designed to continuously enhance security by integrating AI into software development processes. He emphasizes the importance of balancing speed and security in AI adoption, noting that AWS's innovations aim to empower enterprises to build trustworthy and efficient AI agents.
• (01:50:21) - Thomas Suarez, founder and CEO of Raven Resonance, discusses the development of Raven Prism, the world's first ambient computer in the form of stylish glasses. He highlights its standalone Linux-based operating system, privacy-preserving eye control, and hot-swappable batteries for all-day use. Suarez emphasizes the device's focus on micro-interactions and contextual information, aiming to seamlessly integrate technology into daily life.
• (02:07:12) - Mark Gurman is a prominent technology journalist known for his in-depth coverage of Apple Inc. He discusses the recent enhancements to Siri introduced at WWDC 2026, highlighting features like personal context understanding and improved workflow capabilities, such as sending calendar availability via email. Gurman also notes that while Siri's new AI functionalities are robust, they may not fully replace advanced tools like ChatGPT for more complex tasks.
• (02:39:22) - Ryan Daniels is the co-founder and CEO of Crosby, an AI-powered law firm that combines artificial intelligence with human expertise to expedite contract negotiations. In the conversation, he discusses the publication of a new benchmark evaluating AI agents in legal negotiations, highlighting the complexity of contract discussions and the challenges AI faces in replicating nuanced legal judgment. Daniels emphasizes the importance of integrating AI with human oversight to enhance efficiency while maintaining the quality of legal services.
• (02:46:53) - Isaiah 25edj1g discusses his company's development of AI systems that replace traditional call center bots, focusing on complex and high-stakes calls in sectors like healthcare, airlines, and eventually 911 services. He highlights their approach of training proprietary models without relying on OpenAI, and mentions their viral marketing strategies, including collaborations with celebrities like Soulja Boy and Paul Lieberstein, to attract enterprise clients. Additionally, Isaiah shares that their recent funding round raised $50 million, with participation from insiders, Dell, and HubSpot.
• (02:56:37) - 𝕏 Timeline Reactions

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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 is made possible by:

Ramp - https://ramp.com

Public - https://public.com

Cisco - https://www.cisco.com

Console - https://www.console.com

CrowdStrike - https://www.crowdstrike.com

Figma - https://www.figma.com

MongoDB - https://www.mongodb.com

NYSE - https://www.nyse.com

Railway - https://railway.com

Shopify - https://www.shopify.com/

Follow TBPN: 

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

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

• (01:05) - SpaceX Rips
• (08:00) - Andrew Lee, co-founder of Firebase (acquired by Google in 2014), discusses his latest venture, Tasklet, an AI agent platform that integrates with various work tools to automate workflows. He highlights Tasklet's rapid growth, achieving a $7 million run rate, and its ability to dynamically generate integrations using AI, enabling connections to both public and internal APIs. Lee also mentions a recent $20 million funding round and emphasizes Tasklet's competitive positioning against major AI labs.
• (18:14) - Stamatis Floratos is the co-founder and CEO of Eden Robotics, a company developing autonomous robots for industrial and commercial applications. In the conversation, he discusses their semi-humanoid robot with a wheeled base and two human-like arms equipped with grippers capable of performing over 80% of industrial tasks. He highlights the robot's 20-hour battery life and their innovative "labor as a service" model, charging clients per hour of robot operation, which has been well-received by customers.
• (26:20) - Hugo Frisk, co-founder and CEO of Tenet Industries, discusses his company's focus on mass-producing low-cost defense systems by applying principles from electronics and automotive manufacturing. He highlights the challenges of extending drone range without GPS, emphasizing the need for improved navigation systems and autonomy to overcome jamming issues. Frisk also outlines their business model, starting with private company sales and scaling up to government contracts, while addressing counter-UAS technologies and the importance of efficient, scalable production methods.
• (36:01) - Dr. Efrain Torres, co-founder of Adelante, discusses their development of mobile whole-body MRI units for cancer screening, emphasizing the safety and cost-effectiveness of their technology. He highlights the system's lighter weight, reduced power consumption, and quieter operation, enabling scans at $250 each, significantly lower than competitors. Torres also outlines their strategy of deploying traditional MRIs in mobile units to build distribution channels ahead of their proprietary system's FDA approval, aiming for profitability upon its clearance.
• (42:13) - Russell Smith, an entrepreneur and founder of 9 Mothers, discusses his journey from participating in Y Combinator's Summer 2012 batch to developing AI-powered counter-drone systems for the Department of Defense. He highlights the challenges of detecting and neutralizing fast-moving drones using a combination of sensors and kinetic methods, emphasizing the importance of sensor fusion to address various environmental conditions. Smith also shares the company's progress, including delivering units to the DoD, plans for significant revenue growth, and the development of a belt-fed shotgun system to enhance their counter-drone capabilities.
• (49:41) - Payton Case, founder of Dispatch Space, discusses his company's focus on building reentry vehicles to transport advanced materials manufactured in microgravity back to Earth, emphasizing applications in the semiconductor industry. He highlights a pilot mission with a paying customer to grow semiconductor crystals in space, noting that microgravity conditions yield crystals with up to a thousand times fewer defects. Case also shares his entrepreneurial journey from working in a smoothie shop to leading a space technology company and mentions the positive progress of their fundraising efforts.
• (54:24) - Akshay Trikha, co-founder of Madrone, is developing hyper-efficient cooling systems for data centers, particularly in hot and dry climates where hyperscaling is prevalent. He highlights that data centers are currently constrained by power availability rather than chips or land, with cooling consuming up to 40% of power that could otherwise be allocated to computational tasks. Madrone's innovative thermodynamic process aims to reduce power and water usage by 30%, enabling data centers to install more GPUs within existing grid permits and significantly lowering operational costs.
• (01:00:56) - New Snap AR Glasses
• (01:07:09) - Diana Hu, a Managing Partner at Y Combinator, co-founded Escher Reality, an augmented reality backend company acquired by Niantic in 2018, where she subsequently led the AR platform team. In the conversation, she reflects on her entrepreneurial journey, noting the significant growth of Y Combinator since her participation in 2017, and discusses the rapid revenue achievements of current startups, attributing this acceleration to advancements in agentic coding. She also emphasizes the importance of tailored advice for startups, recognizing that strategies should vary based on the company's focus, such as core infrastructure or defense applications.
• (01:20:51) - Harj Taggar, a Managing Partner at Y Combinator, co-founded Auctomatic in 2007 and Triplebyte in 2015, and was the first non-founder partner at YC in 2010. He discusses the evolving educational backgrounds of YC founders, noting a decline in computer science degrees and a rise in physics and math backgrounds, suggesting a shift towards first-principles thinking. Taggar also observes that while initial concerns about large AI labs dominating the field have subsided, founders are now focusing on creating tools and infrastructure that these labs are unlikely to develop, emphasizing the importance of identifying opportunities beyond the labs' scope.
• (01:38:36) - Garry Tan, born in 1981, is a Canadian-American venture capitalist and entrepreneur, currently serving as the President and CEO of Y Combinator. In the transcript, Tan discusses the growing trend of hard tech startups, emphasizing the importance of innovation in defense technology and the structural challenges faced by large tech companies in delivering desired technologies. He also highlights the potential of AI in transforming various industries and the need for startups to focus on creating products that people genuinely want.
• (02:00:30) - Connor Hayes, a longtime Meta executive, was appointed head of Threads in mid-2025, transitioning from his role as Vice President of Product for Generative AI. In the conversation, Hayes discusses Threads' growth to 500 million monthly users, emphasizing the platform's focus on fostering diverse communities and enhancing user engagement through features like Live Chats for events such as F1 and the NBA Finals. He highlights the app's commitment to being a "quiet" space for public conversation, differentiating it from other platforms by avoiding features like vertical video feeds, and underscores the importance of balancing growth metrics with the goal of facilitating meaningful interactions.
• (02:21:04) - Luke Burgis is an entrepreneur, author, and educator known for his work on mimetic desire and social contagion. In his conversation, he discusses how desires are often unconsciously shaped by others, the impact of artificial intelligence on these dynamics, and the importance of developing a strong personal identity to navigate societal pressures.
• (02:37:35) - Anda Gansca is the co-founder and CEO of Notch, a leading digital intelligence and optimization platform for Fortune 500 brands. In a recent conversation, she introduced ACE, a new infrastructure designed to enhance website conversion rates for both human users and AI agents. Gansca emphasized the importance of creating personalized digital experiences that cater to the evolving landscape of web traffic, where AI agents are becoming increasingly prevalent.

TBPN is made possible by:

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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 is made possible by:

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Public - https://public.com

Cisco - https://www.cisco.com

Console - https://www.console.com

CrowdStrike - https://www.crowdstrike.com

Figma - https://www.figma.com

MongoDB - https://www.mongodb.com

NYSE - https://www.nyse.com

Railway - https://railway.com

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Follow TBPN: 

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

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

• (00:57) - Freedom 250 Recap
• (04:43) - Bo Nickal, a former Penn State wrestling champion turned UFC middleweight fighter, recently secured a first-round knockout victory over Kyle Daukaus at UFC Freedom 250, held on the White House South Lawn. In the conversation, Nickal discusses his early awareness of the event, having known seven months prior that he would be on the card, which allowed him to prepare thoroughly. He reflects on the unique atmosphere of the fight, noting the supportive crowd reminiscent of his college wrestling days, and shares his plans to capitalize on the media attention post-fight, including a media tour and a trip to Japan.
• (14:11) - The Hand Anthropic Was Dealt
• (21:45) - Meta Tracks AI Usage
• (30:24) - Gavin Baker, Chief Investment Officer and Managing Partner at Atreides Management, is a seasoned investor with a background in technology and consumer sectors. In the transcript, he discusses the successful execution of SpaceX's IPO, highlighting the company's rapid ascent in the AI compute sector through strategic deals with Google and Anthropic, and emphasizes the importance of scaling terrestrial compute and the potential of orbital data centers to reduce infrastructure costs.
• (01:03:41) - Leif Abraham, co-CEO of Public.com, discusses the unprecedented retail investor interest in SpaceX's IPO, noting that nearly half of all stock purchases on their platform that day were for SpaceX, making it the most popular IPO they've ever seen. He highlights the challenges retail investors face in obtaining significant allocations during high-demand IPOs, as banks often prioritize their wealthier clients, resulting in limited shares for the general public. Abraham also addresses concerns about SpaceX's inclusion in major indices, emphasizing that Public.com offers direct indexing tools, allowing investors to customize their portfolios by excluding specific stocks like SpaceX if desired.
• (01:16:58) - Fox Buys Roku
• (01:28:31) - 𝕏 Timeline Reactions
• (01:46:44) - Aaron Ginn is the CEO and co-founder of Hydra Host, a company specializing in GPU management platforms for AI infrastructure. In the conversation, he discusses the challenges of regulating technology adoption, emphasizing the importance of empowering parents to educate their children on social media use rather than implementing total bans. He also highlights Hydra Host's recent $100 million Series A funding, which will be used to expand their software solutions for data centers, enabling them to become NEO clouds without owning physical GPUs. Additionally, Ginn addresses the global competition in AI, noting that China's rapid adoption of AI technologies may render U.S. export restrictions less effective.
• (02:00:19) - Rafael Vivas, General Manager of New Initiatives at AppLovin, discusses the company's evolution from struggling to raise venture capital to becoming a leading mobile ad platform valued at $180 billion. He highlights the vast and diverse mobile gaming market, emphasizing its significant growth and the increasing need for effective distribution strategies. Vivas also touches on the integration of AI in enhancing advertising algorithms and internal efficiencies, as well as the company's focus on expanding its e-commerce initiatives and maintaining customer retention through profitable advertising solutions.
• (02:16:13) - 𝕏 Timeline Reactions

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This is our full conversation with Gavin Baker.

We discuss the aftermath of the SpaceX IPO, why he believes SpaceX could become the most important company of all time, how AI infrastructure and "token factories" are reshaping capital markets, why sovereign AI strategies may struggle to compete with frontier labs, and what the future of data centers, orbital compute, and the AI endgame could look like.

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https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235
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 is made possible by:

Ramp - https://ramp.com

Public - https://public.com

Cisco - https://www.cisco.com

Console - https://www.console.com

CrowdStrike - https://www.crowdstrike.com

Figma - https://www.figma.com

MongoDB - https://www.mongodb.com

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Follow TBPN: 

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

• (00:34) - SpaceX IPO Coverage
• (21:25) - Vindication for Elon Musk
• (35:31) - SpaceX IPO 𝕏 Timeline Reactions
• (01:03:38) - Oasis Faces LMNT Lawsuit
• (01:20:16) - 𝕏 Timeline Reactions

TBPN is made possible by:

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Figma - https://www.figma.com

MongoDB - https://www.mongodb.com

NYSE - https://www.nyse.com

Railway - https://railway.com

Shopify - https://www.shopify.com

Codex - http://openAI.com/codex

Follow TBPN: 

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https://podcasts.apple.com/us/podcast/tbpn/id1772360235

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 is made possible by:

Ramp - https://ramp.com

Public - https://public.com

Cisco - https://www.cisco.com

Console - https://www.console.com

CrowdStrike - https://www.crowdstrike.com

Figma - https://www.figma.com

MongoDB - https://www.mongodb.com

NYSE - https://www.nyse.com

Railway - https://railway.com

Shopify - https://www.shopify.com/

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

• (00:31) - Bezos AI Play
• (15:44) - Is TSA Goated?
• (20:12) - Future of Airports
• (25:07) - 𝕏 Timeline Reactions
• (46:45) - David Reger, founder and CEO of Neura Robotics, is a pioneer in cognitive robotics, aiming to integrate robots into daily life by enhancing their cognitive abilities. In the conversation, he discusses the company's focus on developing robots with physical AI brains capable of performing tasks autonomously across various sectors, emphasizing the importance of diverse embodiments, including mobile manipulators and humanoids, to adapt to human-centric environments. Reger also highlights the establishment of Neura Gyms worldwide, facilities designed to train robots in physical tasks, thereby generating essential data to refine their AI capabilities.
• (01:00:23) - Mike Wior, co-founder and CEO of Allen Control Systems (ACS), discusses the company's development of Bullfrog, an autonomous robotic weapon station designed to counter small, fast-moving drones by combining AI, computer vision, and machine learning to achieve both speed and accuracy. He highlights Bullfrog's 100% success rate in neutralizing 13 Army-operated drones during a November field test, emphasizing its capability to address the evolving drone threat landscape. Wior also notes ACS's rapid growth, with the team expanding to approximately 250 employees and securing a $200 million Series B funding round to scale manufacturing and deployment efforts.
• (01:10:18) - 𝕏 Timeline Reactions
• (01:14:14) - Ariel Cohen, co-founder and CEO of Navan, has a background in product management and leadership roles at companies like Jive Software and Hewlett-Packard. He discusses Navan's significant growth, highlighting a 50% increase in usage and a 40% rise in revenue, attributing this success to the essential need for face-to-face business interactions. Cohen also emphasizes the company's strategic use of AI to enhance user experience, streamline operations, and drive efficiency in business travel management.
• (01:37:06) - Jeff Tatarchuk, co-founder and Chief Growth Officer of TensorWave, discusses the company's exclusive focus on building AI infrastructure with AMD GPUs, stemming from their prior collaboration with AMD during the Xilinx acquisition. He highlights the initial supply constraints of Nvidia chips in 2022-2023, which led to exploring AMD's offerings, and emphasizes the importance of developing a robust ecosystem to support AMD's hardware, addressing software gaps and reducing dependency on a single vendor. Tatarchuk also notes that while CUDA's ecosystem presents challenges, efforts are underway to create a heterogeneous stack that allows seamless switching between different GPU platforms.
• (01:47:30) - Matt Joseph, co-founder and CTO of Minerva, an AI platform for consumer marketing, discusses how their technology helps brands unify first-party data from various systems, creating a comprehensive consumer profile to optimize sales and marketing strategies. He highlights their expansive dataset covering 270 million Americans, enabling performance marketers to better understand their consumer base and tailor marketing efforts accordingly. Joseph also shares insights into their collaboration with the NBA, where Minerva powers consumer analytics platforms to assist teams in identifying and targeting specific audience segments for ticket sales and other marketing initiatives.
• (01:57:01) - CAA Fund
• (02:03:37) - Ade Ajao, co-founder and Managing Partner at Base10 Partners, shared his journey from co-founding Tuenti, the "Spanish Facebook," to leading Base10's recent $850 million fundraise, bringing their assets under management to $2.6 billion. He discussed the firm's focus on automating the real economy through applied AI, emphasizing the importance of understanding client needs over industry labels. Ajao also highlighted the evolving venture capital landscape, noting the rapid growth of AI applications in sectors like logistics and transportation.
• (02:14:32) - Jeremy Fraenkel, CEO and co-founder of Fundamental, discusses his company's development of a foundation model for tabular data, aiming to enhance enterprise decision-making by pre-training on billions of tables. He highlights the model's success in accurately predicting Argentina's 2022 World Cup victory ahead of betting markets and shares its current predictions for the 2026 World Cup, favoring Spain over France and identifying Argentina as a strong runner-up. Additionally, Fraenkel mentions that Fundamental recently raised $275 million from investors including Oak, Valor Battery Ventures, Salesforce, and notable angels like Alvin Srinivas.

TBPN is made possible by:

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Figma - https://www.figma.com

MongoDB - https://www.mongodb.com

NYSE - https://www.nyse.com

Railway - https://railway.com

Shopify - https://www.shopify.com

Codex - http://openAI.com/codex

Follow TBPN: 

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