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

• (00:22) - Big Tech Earnings
• (15:28) - AI Jitters Return to Wall Street
• (19:23) - Red vs. Blue Button
• (36:51) - Jason Yanowitz, co-founder of Blockworks, a crypto-focused media and data company, discusses the company's recent $192 million valuation, highlighting investments from firms like Parafine Reciprocal and Coinbase Ventures, as well as participation from 20 customers, including founders and operators from Solana, Kraken, and Canton. He outlines Blockworks' evolution from a media and events business to becoming the largest data company in crypto, emphasizing their strategy of building a strong audience base before developing data products. Yanowitz also addresses the current state of the crypto market, noting a dichotomy where institutional crypto adoption is thriving while token markets are underperforming, and anticipates that upcoming regulatory clarity will mandate disclosures for all token projects, potentially benefiting Blockworks' disclosure platform.
• (49:31) - Even Rogers, CEO and Co-Founder of True Anomaly, discusses his transition from a 10-year tenure in the U.S. Air Force to establishing the company, aiming to address the weaponization of space by nations like China and Russia. He highlights the development of their space-to-space engagement platform, Jackal, designed for space superiority, and Mosaic, the software that operates it, emphasizing their rapid deployment and testing methodologies. Rogers also touches on the challenges of tracking objects in space, the importance of reducing coverage gaps, and the company's growth trajectory, including a recent $650 million fundraising round and plans to scale up manufacturing and personnel.
• (01:02:09) - Maria Spiropulu, an experimental particle physicist with over 30 years of experience at CERN and Fermilab, discusses her work in particle collisions, including the discovery of the Higgs boson, and the development of quantum networks for secure communication. She highlights the potential of quantum computing to revolutionize fields like quantum chemistry and materials science, while emphasizing the importance of addressing cybersecurity challenges posed by these advancements. Additionally, Spiropulu underscores the need for interdisciplinary collaboration to ensure that technological progress benefits society as a whole.
• (01:33:08) - Stepan Simkin, co-founder and CEO of Squads, discusses the development of stablecoin infrastructure to assist businesses in managing their financial operations. He highlights the challenges companies face in adopting stablecoins, such as the complexity of handling them post-transaction, and emphasizes the importance of integrating stablecoins with traditional banking systems to facilitate seamless financial operations. Simkin also notes the advancements in programmable blockchains and the growing maturity of the stablecoin market, which have enhanced confidence among regulators and the broader market.
• (01:45:03) - Kashish Gupta, co-founder and co-CEO of Hightouch, an AI platform for marketers, discusses the company's recent $150 million Series D funding at a $2.75 billion valuation, led by Goldman Sachs and Bain Capital Ventures. He highlights Hightouch's evolution since its 2020 inception, emphasizing their AI-driven approach to enabling marketers to generate on-brand content like ads and emails efficiently. Gupta also addresses the transformative role of AI in marketing, noting that Hightouch's platform allows marketers to rapidly launch and test numerous campaigns, leveraging AI to optimize media spend and content creation.
• (01:57:36) - Dan Magy, co-founder and CEO of Firestorm Labs, discusses the company's mission to revolutionize drone manufacturing through advanced, modular designs and on-demand production capabilities. He highlights the development of the xCell platform, a containerized manufacturing system that enables rapid production of unmanned systems directly at the tactical edge, addressing the challenges of contested logistics. Magy also announces Firestorm's recent $82 million Series B funding, led by Washington Harbour Partners, to accelerate the deployment of these expeditionary manufacturing solutions.
• (02:06:57) - Vlad Tenev, co-founder and CEO of Robinhood, discusses the company's strategic investments across various stages of the customer lifecycle, including the introduction of Trump accounts to engage younger users, the growth of Robinhood Banking and the Robinhood Gold Card, and the expansion into active trading. He highlights the company's focus on promoting beneficial products like retirement accounts with a 3% contribution match and the innovative Robinhood Strategies, a low-cost passive digital advisor with capped fees. Tenev also addresses customer feedback, noting the company's responsiveness in enhancing features such as paying dividends up to 17 days early and considering the addition of international stocks to meet user demand.
• (02:29:44) - Parag Agrawal, former CEO of Twitter, discusses the rapid development of AI agents utilizing the web, highlighting the significant progress made in the past six months. He emphasizes the importance of aligning incentives between content owners and AI developers to ensure sustainable growth and open access to web content. Agrawal also addresses the challenges posed by varying web access policies and the need for efficient solutions to enable agents to interact seamlessly with diverse web infrastructures. Andrew Reed is a partner at Sequoia Capital focused on early-stage investments in software, AI, and developer tools. He works closely with founders on product, go-to-market, and scaling, with an emphasis on backing technically driven teams building foundational technology companies.
• (02:44:03) - Gabriel Stengel, founder and CEO of Rogo, discusses the company's recent $160 million Series D funding round, led by Kleiner Perkins, valuing Rogo at $2 billion. He highlights the rapid adoption of AI tools in the financial sector, emphasizing Rogo's role in enhancing productivity and investment decisions for institutions like investment banks and hedge funds. Stengel also addresses the importance of aligning AI applications with business objectives, managing token consumption, and adapting organizational structures to integrate evolving AI technologies effectively.

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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.

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

• (00:14) - In-Car Surveillance
• (12:22) - Goblin-Mode
• (14:48) - Jon Gray, President and COO of Blackstone, joined the firm in 1992 and has been instrumental in its growth to managing over $1.3 trillion in assets. In the conversation, he reflects on Blackstone's evolution from a small advisory business to a global investment powerhouse, emphasizing the firm's entrepreneurial spirit and commitment to delivering premium returns. Gray also discusses the impact of artificial intelligence on various industries, highlighting both the challenges and opportunities it presents for investors.
• (36:18) - Colleen Aubrey, Senior Vice President of Applied AI Solutions at AWS, has been with Amazon for over 20 years, leading teams in advertising and now focusing on AI-driven applications. She discusses the launch of Amazon Connect Decisions and Amazon Connect Talent, emphasizing the transformative potential of AI agents as teammates that can fundamentally change business operations. Aubrey highlights the importance of trustworthiness and observability in AI agents, ensuring they can explain their actions and reasoning, thereby fostering confidence and enabling effective collaboration within organizations.
• (44:02) - Anthony Liguori discusses the evolution of AI models from simple token prediction to advanced agentic systems, emphasizing the integration of tools and memory to enhance capabilities. He introduces Amazon Bedrock Managed Agents, highlighting its three components: runtime definitions for agents, dedicated compute environments with unique identities for governance, and an inference API compatible with existing applications. Liguori also shares his personal experience, noting that these advancements have significantly increased his productivity and enjoyment in coding.
• (51:57) - Colin Zima, CEO of Omni Analytics, discusses his company's mission to build a comprehensive data platform that integrates AI, spreadsheets, and dashboards atop a semantic layer, ensuring reliable AI operations. He highlights the uniqueness of each business's semantic layer and the importance of bridging traditional data structures with modern AI capabilities. Zima also addresses the evolving landscape of data infrastructure, emphasizing the increased portability of data systems and the need for pragmatic, cost-effective solutions in analytics.
• (01:00:47) - Alex Epstein, author of *Fossil Future*, is a philosopher and energy expert who advocates for the continued use of fossil fuels to promote human flourishing. In the conversation, he discusses the critical importance of maintaining open access to the Strait of Hormuz for global energy stability, the role of OPEC and its member countries in regulating oil supply and prices, and the potential of solar energy innovations, such as space-based solar power, while emphasizing the current limitations and challenges associated with these technologies.
• (01:25:34) - Shira Lazar is a Canadian television personality, actress, writer, and video blogger, best known as the creator and host of "What's Trending," a pioneering digital news brand. In the conversation, she discusses her extensive experience in the digital media and creator economy, highlighting the evolution of live streaming since launching "What's Trending" in 2011. She also explores the current landscape of the creator economy, noting opportunities for both large-scale influencers and niche creators, while emphasizing the challenges faced by mid-level creators in monetizing their content.
• (01:41:09) - Anshul Gupta, co-founder of Actively, discusses how their platform enhances revenue team productivity by deploying per-account agents that proactively guide and assist sales representatives throughout the customer lifecycle. These agents integrate data from various sources, including product analytics and communication tools, to provide comprehensive context and actionable insights, enabling more efficient and effective sales processes. Gupta also highlights the potential for organizational changes, such as adjusting management structures and team ratios, as companies realize efficiency gains from implementing these agents.
• (01:47:21) - Apurva Shrivastava, co-founder and CEO of Avoca, discusses how his company builds AI agents for physical service businesses, particularly home services, to handle tasks like answering calls and booking jobs. He explains that both he and his co-founder, Tyson, grew up assisting their mothers' service businesses, which inspired them to create solutions that address common industry challenges. Apurva highlights the significant advancements in AI voice models, noting that while they can now engage in conversations indistinguishable from humans for the first 30 seconds to a minute, there is still progress to be made for longer interactions.
• (01:53:59) - Bubble Boi, a semiconductor industry expert, discusses the advantages of maintaining a traditional job to stay connected with engineering challenges, the early stages of the AI investment cycle with significant capital expenditures expected over the next three years, and the impact of large language models on market dynamics, noting that financial institutions are rapidly adopting these technologies for research.

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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.

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

• (02:02) - China Blocks Manus Sale
• (03:38) - Zak Brown, an American motorsports executive and former professional racer, is the CEO of McLaren Racing. In the conversation, he recounts his early passion for racing sparked by attending the 1981 Long Beach Grand Prix, leading him to karting and eventually founding Just Marketing International, a motorsports marketing agency. Brown emphasizes the importance of aligning corporate sponsorships with business objectives, fostering partnerships that benefit both McLaren and its sponsors.
• (34:03) - Will Hurd, a former CIA officer and U.S. Representative from Texas, discusses his upbringing in San Antonio, his early interest in computer science, and his transition from the CIA to politics. He highlights his role as president of Icon Prime, a division of the 3D-printing construction company Icon, focusing on building military barracks and exploring construction solutions for space exploration. Hurd emphasizes the potential of 3D printing to revolutionize construction by reducing costs and improving efficiency, aiming to address housing shortages and enhance military infrastructure.
• (01:00:12) - Anush Elangovan, Vice President of AI Software at AMD, joined the company through its acquisition of Nod.ai, where he was co-founder and CEO. In the conversation, he discusses AMD's open-source approach to AI software, emphasizing the integration of AI to enhance performance optimization and the importance of a unified hardware and software strategy. He also highlights AMD's commitment to supporting developers by providing seamless, heterogeneous runtimes and compilers, enabling efficient utilization of CPU, GPU, and NPU resources.
• (01:18:19) - Augustus Doricko, CEO of Rainmaker Technology Corporation, discusses his company's pioneering efforts in cloud seeding, highlighting their success in modifying weather patterns to produce precipitation in regions like Oregon, Idaho, Utah, and the Middle East. He explains the process of cloud seeding, which involves introducing materials into clouds to induce rainfall, and emphasizes the advancements in precision and reliability achieved through their drone technology. Doricko also addresses public concerns about the safety of cloud seeding agents, noting the company's shift towards using naturally occurring proteins as alternatives to traditional chemicals like silver iodide.
• (01:53:16) - 𝕏 Timeline Reactions
• (02:28:59) - Rick Caruso is an American billionaire businessman and philanthropist, known for founding Caruso, one of the largest privately held real estate companies in the U.S., and for his significant contributions to Los Angeles' urban landscape. In the conversation, Caruso discusses his focus on family well-being, recent ventures including expanding the Commons in Calabasas and acquiring a golf course, and his strategic push into markets outside California due to challenges in the state's business environment. He emphasizes the importance of guest experience in his developments, the role of feng shui in design, and his commitment to creating generational wealth through local knowledge and disciplined investment.

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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.

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https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231

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

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

This is our full interview with Gary Vaynerchuk, recorded live on TBPN.

We discuss his belief that the explosion of AI and zero-cost digital distribution is creating unprecedented competition online, why that shift is driving a massive resurgence in analog businesses like restaurants, retail, and live experiences, his new MasterClass partnership, and how entrepreneurs can win by playing both sides of the barbell, leveraging AI for scale while building real-world, experiential businesses that consumers are increasingly craving.

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https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231
https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235
https://www.youtube.com/@TBPNLive

• (00:32) - Intel Rips
• (13:56) - Behind the Cursor SpaceX Deal
• (16:10) - 𝕏 Timeline Reactions
• (27:07) - Thrive Launches Thrive Eternal
• (28:54) - George Kurtz, CEO and founder of CrowdStrike, is an internationally recognized cybersecurity expert with over 30 years of experience, including previous roles as Worldwide CTO and EVP at McAfee. He discusses Project QuiltWorks, a coalition formed with partners like EY, IBM, and Accenture to rapidly deliver CrowdStrike's technology to customers and address AI-related vulnerabilities. Kurtz highlights the emergence of "shadow AI," where unauthorized AI applications on endpoints create security risks, and emphasizes the need for prompt identification and mitigation of these exposures.
• (44:22) - Professor Sendy, a self-proclaimed "word combo guru," discusses his journey from creating extended versions of existing words to developing original "Wombos"—blended words that capture complex concepts. He shares his background as a former rapper and his natural talent for wordplay, which led to viral success on social media platforms. Sendy also reveals plans to expand his audience by incorporating slang from older generations and developing a dictionary to compile his creations.
• (01:01:09) - Gary Vaynerchuk, also known as Gary Vee, is an American entrepreneur, author, and internet personality, renowned for his work in digital marketing and social media as the chairman of VaynerX and CEO of VaynerMedia. In the conversation, Vaynerchuk discusses the concept of "Wombos," which are word combinations like "quiche" (quirky and niche), emphasizing the importance of embracing new trends. He also highlights the significance of multi-channel, multi-format content strategies in the current media landscape, and predicts a resurgence of analog experiences as a counterbalance to digital advancements.
• (01:28:35) - Eyal Cohen is the founder and CEO of Humble Robotics, where he builds autonomous robotic systems designed to handle complex, real-world tasks in industrial and warehouse environments. The company focuses on combining AI, perception, and hardware to automate physically demanding workflows—like sorting, palletizing, and material handling—while improving safety and operational efficiency. Cohen’s work centers on making robotics more adaptable and cost-effective, enabling large-scale deployment across logistics, manufacturing, and supply chain operations.
• (01:39:18) - Yoland Yan, co-founder and CEO of ComfyUI, discusses the company's evolution from an open-source project to a platform adopted by top studios for AI-driven content creation. He highlights ComfyUI's node-based system, offering creators precise control over visual design and video production, contrasting it with text-prompt-based AI tools. Yan also mentions the introduction of Comfy Cloud, enabling users to access extensive computing resources, and notes the platform's role in producing high-profile advertisements.
• (01:50:42) - Ben Horwitz, an Investment Partner at Dorm Room Fund and MBA candidate at Harvard Business School, discusses his creation of Sincerely, an email tool designed to intentionally introduce typos, serving as a satirical response to the prevalence of AI-generated, overly polished emails. He reflects on the unconventional path of an HBS student rapidly developing a software product, challenging traditional expectations. Additionally, Horwitz shares his experiences with AI-generated communications and the inspiration behind developing Sincerely.
• (01:58:29) - 𝕏 Timeline Reactions

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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.

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

• (02:15) - Thoma Bravo Loses Medallia
• (10:28) - GPT 5.5 Released
• (11:32) - 𝕏 Timeline Reactions
• (29:23) - Victor Boyd, co-founder and CTO of Cavalla Industries, discusses the development of autonomous forklifts aimed at delivering goods anywhere within hours. He explains the challenges faced with retrofitting existing forklifts due to their inconsistent internal designs, leading the company to build their own forklift to ensure reliability and scalability. Boyd also highlights the integration of teleoperation using Xbox controllers, allowing remote human intervention when necessary, and emphasizes the importance of delivering consistent results to customers, regardless of the level of autonomy achieved.
• (41:03) - Alex Shieh, a former Brown University student and co-founder of The Antifraud Company, discusses his firm's mission to utilize AI models for detecting government fraud and pursuing legal action against fraudsters, operating on a contingency basis where they earn a percentage of recovered funds. He explains the company's approach of combining open-source intelligence with AI to proactively identify fraudulent activities, emphasizing the importance of outbound investigations over waiting for insider tips. Shieh also highlights the significant impact of fraud on taxpayer dollars and the necessity of restoring trust in public institutions through efficient fraud detection and recovery efforts.
• (52:10) - Nick Dobroshinsky, the youngest-ever Thiel Fellow, has developed Every Ticker, a platform that utilizes large language models to generate high-quality research reports on all U.S. stocks, particularly focusing on small, mid, and micro-cap stocks often overlooked by Wall Street. He emphasizes that Every Ticker does not provide financial advice but instead aggregates and synthesizes research to help investors make informed decisions. Currently, the platform offers over 5,000 free reports, with plans to transition to a subscription model in the future.
• (01:00:59) - Spirit Airlines Eyes $500M Rescue
• (01:02:34) - Ishan Gupta is the Co-Founder and CTO of Juicebox, an AI-powered recruiting platform that leverages large language models to help companies identify and engage top talent. In the conversation, he discusses how Juicebox's AI agents analyze various data sources to find suitable candidates, reducing spam by targeting outreach more effectively. He also emphasizes the importance of job seekers showcasing their work through blogs, open-source contributions, and projects to enhance their visibility to AI-driven recruitment tools.
• (01:12:55) - Antoni Kiszka is the co-founder of Perpetual, a company aiming to create a derivatives exchange for a wide range of assets. He discusses their initial focus on meme coins to test their technology, with plans to expand into traditional finance markets, including assets like hydrogen, which currently lack derivatives. Kiszka also highlights the inspiration drawn from Kalshi's regulatory approach and emphasizes the need for derivatives that provide real value beyond speculative trading.
• (01:20:39) - Milan Lustig, co-founder of Opt32 and a Thiel Fellow, discusses his company's mission to develop modern full-stack compute infrastructure for physical autonomy, encompassing software and custom hardware solutions for devices like robots, drones, and autonomous vehicles. He explains their initial focus on the robotics sector, starting with software development and gradually progressing toward hardware integration, aiming to optimize machine learning models for deployment on resource-constrained devices. Lustig also highlights the importance of adapting computer science education to emphasize higher-level theoretical skills over low-level implementation, in response to advancements in artificial intelligence.
• (01:32:00) - Galen Mead, founder of a general research company focused on developing computer use models, discusses his transition from university dropout to full-time researcher, emphasizing the importance of computer use as a universal form factor for human-computer interaction. He highlights the potential of training policies on extensive supervised data from diverse environments to create base models for actions, drawing parallels to early work by DeepMind on games. Mead anticipates that by the end of the year, users will interact with complex software like Premiere Pro through prompts, similar to the shift from IDEs to command-line interfaces in software engineering.
• (01:39:10) - Aubrey Niederhoffer, a young entrepreneur who founded his first company in Africa at 15, now resides in Nigeria, focusing on building a super app for the continent. He discusses the nascent state of food delivery in Nigeria, highlighting high prices and limited competition, and sees an opportunity to offer more affordable services. By integrating food delivery with digital payments, he aims to create a comprehensive platform, drawing inspiration from successful super apps like WeChat and Caspi.
• (01:49:50) - Samuel Carvalho, originally from Recife, Brazil, attended Stanford University before returning to Brazil to found Prazo, a company aiming to modernize the wholesale sector by providing end-to-end infrastructure solutions. He discusses how Prazo connects manufacturers with small and medium-sized businesses through a tech-enabled platform that manages logistics and credit, addressing challenges like high customer acquisition costs and the need for short-term loans. Carvalho also highlights the significant market potential in Brazil and Latin America, emphasizing the opportunity to build a multibillion-dollar company by expanding beyond the initial focus on restaurants.
• (02:00:36) - Claire Wang, a former junior at MIT studying electrical engineering and computer science, has a keen interest in neurotechnology, particularly whole brain emulation, starting with simpler organisms like C. elegans. She discusses her decision to pursue independent research over joining existing brain-computer interface companies, emphasizing the importance of making personal scientific bets in fundamental science. Wang also highlights the current favorable environment for independent biotech research, citing advancements in AI, alternative science funding, and increased openness to research risks in startups.

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https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231

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

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