• 28 minutes 28 seconds
    Open Source vs. Closed Source, NVIDIA Backs SSI, YC Startup School Fills Stadium | 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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    27 July 2026, 10:14 pm
  • 2 hours 31 minutes
    Letter Enthusiasts, Open Source vs. Closed Source, Mega-Startup School | Luke Knight & Ronan Chambers, Gary Vaynerchuk, Jonathan Jacobi, Dean Meyer, Brent Franson, Matej Cernosek, Justin Boitano

    • (00:26) - Open Source vs. Closed Source
    • (38:51) - Mega-Startup School
    • (45:02) - Luke Knight & Ronan Chambers discuss building ETN, the European Technology Network, and raising $1.6 million at a $9 million post-money valuation. They outline ETN’s new studio, live-show model, and ambitions to expand into events, recruitment, investing, and other media verticals while highlighting the fun and challenges of producing a daily podcast.
    • (01:00:15) - Gary Vaynerchuk is an entrepreneur, investor, and creator of VeeFriends. Gary Vaynerchuk discusses the rise of independent creators, emerging sports leagues, collectible culture, and the opportunities created by AI, emphasizing his ability to anticipate consumer trends and his ambition to build VeeFriends into a major entertainment franchise.
    • (01:32:40) - Jonathan Jacobi discusses emerging from stealth with a 26-person AI robotics startup, backed by a $71 million seed round. He explains its AI-powered robotic experiences, software-first foundation models, hardware-agnostic approach, and early commercial opportunities in logistics, entertainment, and healthcare.
    • (01:42:48) - Dean Meyer discusses America’s growing dependence on Chinese open-source AI models, which may benefit from distillation of proprietary U.S. systems. The Sequoia Capital investor highlights the need for a legally supported American open-model ecosystem while warning of dependency, security, and potential backdoor risks.
    • (01:53:43) - Brent Franson discusses Death Clock, the AI-powered longevity company he founded and leads, which predicts users’ life expectancy and creates personalized health plans. He explains its provocative branding, free nationwide blood testing, emphasis on essential biomarkers, and vision of using AI to make personalized healthcare more accessible while cautioning against overtesting and risky health experimentation.
    • (02:06:06) - Matej Cernosek discusses Andrenum, a defense technology company building scalable sonar hardware and software for undersea surveillance. He highlights its $18 million Series A, rapid product development, successful naval deployments, and integration of low-cost buoys, machine learning, and command-and-control systems to detect submarines and other underwater vehicles.
    • (02:16:23) - Justin Boitano, NVIDIA’s vice president of enterprise AI, discusses the Open Source AI Alliance and how open models, evaluations, and cybersecurity tools can strengthen collective defense. He argues that open and proprietary models complement each other, enabling enterprises to improve security, reduce costs, customize AI, and foster innovation through transparent testing and collaboration.


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    27 July 2026, 9:08 pm
  • 24 minutes 19 seconds
    AMD Advancing AI, Google Q2 Earnings, OpenAI Plans $750B Cloud Spend | 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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    24 July 2026, 12:59 am
  • 1 hour 44 minutes
    AMD CEO Lisa Su Live on TBPN | Oliver Cameron, Mohammad Norouzi, Anjney Midha, Lisa Su

    • (03:31) - Oliver Cameron, co-founder and CEO of Odyssey, discusses the development of foundational world models—AI systems capable of understanding physics, causality, and human behavior—to enhance various industries, including robotics, gaming, and autonomous vehicles. He highlights the limitations of current AI systems, which are often narrowly trained, and advocates for more generalized models that can be fine-tuned for specific tasks. Cameron also emphasizes the importance of diverse data sources in training these models to ensure robustness and adaptability across different applications.
    • (21:09) - Mohammad Norouzi, CEO and co-founder of Ideogram, discusses the company's mission to enhance creativity through generative AI, focusing on design and marketing applications. He highlights the challenges of achieving consistency in AI-generated images, particularly for brand marketing and product design, and emphasizes the importance of data sovereignty for enterprises, noting that Ideogram's compact, open-weight models can be hosted on-premises to address these concerns. Norouzi also mentions Ideogram's collaboration with AMD to optimize their models for AMD's hardware, tailoring model architectures to balance price, performance, and latency.
    • (31:42) - Anjney Midha is the founder of AMP PBC, an AI infrastructure startup, and a former general partner at Andreessen Horowitz. In the transcript, he discusses the importance of "output maxing" in AI development, emphasizing the need for efficient utilization of computational resources to maintain a competitive edge. He highlights that only 15% of data center capacity in the U.S. is utilized, calling this underutilization a national security concern, and advocates for smarter, more efficient use of existing infrastructure to stay at the forefront of AI advancements.
    • (55:12) - 𝕏 Timeline Reactions
    • (01:27:52) - Lisa Su, born in Taiwan and raised in the U.S., is the chair and CEO of AMD, renowned for revitalizing the company since 2014. In the conversation, she highlights the rapid evolution of AI, emphasizing the need for AMD to accelerate its technology roadmaps to meet market demands. Su also underscores AMD's commitment to building great products through collaboration and open ecosystems, reflecting the company's culture of partnership and innovation.

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    23 July 2026, 9:16 pm
  • 31 minutes 44 seconds
    AI Agents Hack Hugging Face, White House Promotes Science’s Golden Age | 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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    23 July 2026, 12:03 am
  • 45 minutes 39 seconds
    Inside Travis Kalanick’s Wild New AI Company

    This is our full interview with Travis Kalanick.

    We discuss his new $1.7 billion funding round, why he's betting on industrial AI instead of consumer AI, how autonomous mining can increase productivity by 30 to 40%, why he believes AI will make food dramatically cheaper, what he looks for when hiring executives, lessons from scaling Uber, the future of robotics, AI regulation, and why he commutes to work on a jet ski.

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    22 July 2026, 9:00 pm
  • 2 hours 33 minutes
    HackingFace, White House $5B AI Science Bet, Travis Kalanick Joins | Veeral Patel, Lin Qiao, Jason Fried, Travis Kalanick, Max Hodak

    • (01:52) - HackingFace
    • (17:48) - 𝕏 Timeline Reactions
    • (29:02) - White House Puts $5B into AI Science
    • (33:48) - 𝕏 Timeline Reactions
    • (44:55) - Veeral Patel, Director of Software Engineering at Ramp, discusses the launch of Ramp Router, a tool developed internally over three years to optimize AI model selection and token cost management. He explains how Ramp Router allows enterprises to dynamically route tasks to the most efficient AI models, balancing factors like latency, cost, and performance. Patel emphasizes that this product aligns with Ramp's mission to help companies save time and money, extending their expertise from expense management to AI token spend optimization.
    • (55:35) - Lin Qiao, co-founder and CEO of Fireworks AI, announced the company's recent $1.5 billion fundraising round, emphasizing their focus on building a specialized intelligence platform that enables enterprises to transform private data into customized AI models optimized for speed and cost. She highlighted the industry's shift from general to specialized AI solutions, stressing the importance of companies maintaining control over their proprietary data to develop durable businesses. Qiao also discussed the challenges of scaling AI applications efficiently, noting that without careful management, even successful products risk scaling into bankruptcy due to high operational costs.
    • (01:05:36) - Jason Fried is the co-founder and CEO of 37signals, a Chicago-based software company known for creating project management and communication tools like Basecamp and HEY. In the conversation, Fried discusses his passion for classic cars, sharing experiences with his 1979 Porsche 928 and reflecting on past decisions regarding vehicle trades. He also touches on the challenges of purchasing vintage cars through auctions, emphasizing the importance of thorough inspections to avoid unforeseen issues.
    • (01:31:41) - Travis Kalanick is the co-founder and former CEO of Uber, which he helped grow into a global ride-hailing giant. He now leads Atoms, an industrial robotics and “physical AI” company spanning food automation, mining, and transportation, built from the parent company behind CloudKitchens.
    • (02:17:29) - Max Hodak, founder and CEO of Science Corporation, discusses the recent European marketing approval for their retinal prosthesis designed to restore vision in patients with age-related macular degeneration. He outlines the upcoming steps for commercialization in Europe, including country-specific registrations and surgeon training, and mentions the expedited approval pathway in the U.S. through the FDA's humanitarian device exemption. Hodak also highlights ongoing research and development efforts to enhance the implant's capabilities, aiming for higher resolution, expanded field of view, and color perception.


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    22 July 2026, 8:56 pm
  • 29 minutes 49 seconds
    U.S. AI Execs Warn as China’s AI Push Grows, Substack Adds AI Detection Tool | 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.


    TBPN is made possible by:

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    Figma - https://www.figma.com

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    21 July 2026, 11:11 pm
  • 2 hours 33 minutes
    China's AI Push Sounds Alarms, Airplane Seat Debate, Chris Best Joins | Ferdinand Dabitz, Kaiwei Tang, Steven Schwartz, Katie Roof, Zavain Dar, Chad Edwards

    • (01:58) - China's AI Push Sounds Alarms
    • (36:37) - Should You Recline Your Airplane Seat?
    • (42:47) - 𝕏 Timeline Reactions
    • (51:39) - Ferdinand Dabitz, the 25-year-old CEO of Augustus Bank, discusses the company's recent $180 million Series B funding round, which elevated its valuation to $1 billion. He highlights Augustus's mission to "dollarize the world" by modernizing correspondent banking through AI and stablecoin technologies, aiming to provide efficient dollar access globally. Dabitz also emphasizes the strategic importance of dollarization in enhancing U.S. soft power and combating inflation.
    • (58:53) - Kaiwei Tang, co-founder and CEO of Light Phone, discusses the company's mission to create minimalist mobile devices that help users disconnect from the attention-driven economy of traditional smartphones. He emphasizes the importance of technology serving as a tool without exploiting user attention, highlighting features like calling, texting, and music playback without ads or data tracking. Tang also notes a growing trend among younger generations seeking simpler devices, indicating a shift towards more intentional technology use.
    • (01:12:30) - Chris Best, founder and CEO of Substack, discusses the proliferation of AI-generated content, or "slop," on the internet and its impact on reader trust. He emphasizes the importance of transparency in content creation, advocating for clear disclosure when AI tools are used to maintain authenticity and value. Best also highlights Substack's commitment to fostering genuine human connections and perspectives, believing that as AI-generated content becomes more prevalent, the value of trusted human-authored content will increase.
    • (01:32:38) - Steven Schwartz is the co-founder and CEO of Whop, a platform that enables creators, developers, and online businesses to sell digital products, software, communities, and memberships. He focuses on building infrastructure for the internet economy, helping entrepreneurs monetize digital businesses through a unified marketplace and payments platform.
    • (01:54:08) - Katie Roof, editor at Business Insider, discusses her recent appointment and the publication's strategic shift towards more exclusive content under Editor-in-Chief Jamie Heller. She highlights the increasing competition in journalism, emphasizing the importance of original reporting and human skills in an AI-influenced media landscape. Roof also notes the growing public interest in AI and venture capital, underscoring the need for accurate and insightful coverage in these areas.
    • (02:02:48) - 𝕏 Timeline Reactions
    • (02:10:31) - Zavain Dar, co-founder of Dimension, discusses the firm's recent $800 million fundraise, bringing their total assets under management to $1.65 billion. He highlights Dimension's focus on investing at the intersection of technology and life sciences, supporting companies that integrate computing with biology. Dar also addresses the evolving landscape of biotech, emphasizing the role of AI in drug discovery and the redefinition of disease treatment, while cautioning against the unregulated use of peptides and hormone mimetics.
    • (02:23:18) - Chad Edwards, co-founder and CEO of CuspAI, a Cambridge-based AI startup, discusses the company's mission to revolutionize materials discovery through generative AI, enabling the rapid development of new materials for applications like semiconductors and climate technologies. He highlights their recent $450 million Series B funding, valuing CuspAI at $2.6 billion, with investors including Jeff Bezos' Bezos Expeditions, Kleiner Perkins, and NEA. Edwards also explains their innovative business model, securing royalties in customer contracts to share in the commercial success of the materials developed using their platform.


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    21 July 2026, 9:00 pm
  • 31 minutes 21 seconds
    Kimi K3 Reactions, The Odyssey Hits $264M in Debut, Netflix Embraces AI | 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.


    TBPN is made possible by:

    Ramp - https://ramp.com

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    Console - https://www.console.com

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    Figma - https://www.figma.com

    MongoDB - https://www.mongodb.com

    NYSE - https://www.nyse.com

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    20 July 2026, 11:05 pm
  • 2 hours 41 minutes
    The AI Cold War, Odyssey Rips, Tyler Cowen Joins | Danny Yeung, Connor Love, Kahlil Lalji, Tarek Mansour, Tony Zhao

    • (01:35) - The AI Cold War
    • (33:40) - Odyssey Rips
    • (44:19) - 𝕏 Timeline Reactions
    • (55:54) - Tyler Cowen is an American economist, author, and professor at George Mason University, known for his work in cultural economics and as co-author of the blog Marginal Revolution. He discusses the inevitability of open-source AI, emphasizing that attempts to ban it are futile due to its global proliferation, particularly from China. He also highlights the challenges Europe faces in competing with Chinese industries, suggesting that imposing tariffs may not be an effective solution.
    • (01:31:26) - Danny Yeung, CEO and co-founder of Prenetics, discusses the rapid growth of IM8, a health supplement brand co-founded with David Beckham, achieving $100 million in annual recurring revenue within 11 months and projecting over $200 million in its second year. He attributes this success to a global launch strategy, shipping to 31 countries from day one, and highlights a $1 billion growth commitment from General Catalyst, emphasizing the importance of strong retention cohort data for predictable future revenue.
    • (01:37:48) - Connor Love, a former U.S. Army Captain with a deployment to Northern Iraq in 2019, has transitioned into venture capital, focusing on frontier technologies such as defense, space, manufacturing, and autonomous systems. In the conversation, he discusses his new role at Andreessen Horowitz, emphasizing the firm's commitment to supporting entrepreneurs in the American dynamism sector, and highlights the significant growth potential in defense and space markets, underscoring the need for substantial manufacturing capabilities to meet future demands.
    • (01:51:57) - Kahlil Lalji, CEO and co-founder of Natural, discusses the company's $30 million Series A funding led by Forerunner and its mission to build payments infrastructure for agents. He explains that Natural enables agents to store balances, make payments, and perform transfers, with plans to expand capabilities like collecting card information over the phone. Lalji emphasizes the potential for agents to handle a majority of global payment volume in the next decade, positioning Natural to become a comprehensive financial platform encompassing banking, payment processing, and networking services.
    • (02:00:06) - Tarek Mansour, co-founder and CEO of Kalshi, discusses the platform's significant engagement during the World Cup, noting it generated more brand impressions than major companies like Coca-Cola and Adidas, and even surpassed ChatGPT and Instagram in search volume. He attributes this success to a dynamic, adaptable strategy executed by a lean team, emphasizing rapid response to unfolding events. Additionally, Mansour introduces Kalshi's launch of GPU futures, aiming to establish a forward curve for compute resources, enabling stakeholders to hedge risks and make informed investment decisions in the evolving compute market.
    • (02:20:12) - Tony Zhao, co-founder and CEO of Sunday Robotics, discusses the company's latest advancements in household robotics, highlighting a 99.1% success rate in folding laundry across 785 autonomous attempts. He introduces the concept of "Large Laundry Models" (LLM), emphasizing the robot's ability to generalize tasks and learn new folding methods from a single demonstration. Zhao also addresses the importance of defining performance metrics in robotics, distinguishing between success rates in controlled environments versus real-world applications.
    • (02:31:56) - 𝕏 Timeline Reactions


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    20 July 2026, 9:18 pm
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