• (09:00) - Sam Altman discusses how increasingly capable AI agents can simplify work and daily life while fostering an open ecosystem for developers. He also addresses OpenAI’s startup culture, expanding computing infrastructure, simplified model selection, rapid experimentation, and the unresolved scientific challenge of aligning superintelligent AI.
• (25:17) - Alexander Embiricos, an OpenAI product leader, discusses “dots,” proactive AI agents designed to act as personal delegates across workplace tools. He explains how personal and specialist dots can autonomously handle tasks, support individuals and enterprises, and make advanced AI more accessible through flexible interfaces and integrations.
• (41:54) - Andrew Ambrosino discusses leading OpenAI’s Codex desktop and Space teams and unifying Codex’s agentic capabilities with ChatGPT. He highlights cloud and local-machine integration, collaborative AI workspaces, dynamic interfaces, faster models, and OpenAI’s iterative, feedback-driven product development.
• (54:27) - Peter Steinberger discusses founding OpenClaw and pioneering personal AI agents that can proactively operate computers, use tools, and coordinate complex tasks. He explores agent-driven software development, changing online services, and a future where AI reshapes operating systems, commerce, and human workflows.
• (01:16:22) - Tibo Sottiaux discusses his work leading AI agent development at OpenAI, including Dots, Codex, and advances in computer use. He explains how persistent agents can learn users’ preferences, securely perform specialized organizational tasks, share long-term memory, and automatically balance speed, cost, and reasoning effort.
• (01:33:41) - Kath Korevec discusses her work as an OpenAI product manager for ChatGPT Sites, which reached 10 million sites within three months of launch. She highlights personal and professional uses, collaborative features within Spaces, new integrations and plugins, and plans to expand access to free users.
• (01:41:50) - Casey Neistat discusses his perspective as a filmmaker, YouTube pioneer, and ModRetro executive on retro technology, AI-assisted creativity, and the value of simple, purpose-built devices. He argues that AI will democratize game and video creation while human taste, expertise, and curation remain essential amid a growing flood of content.

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

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: 
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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

• (00:46) - Dario Gets the SNL Treatment
• (09:24) - Dario's Private Dinner with Trump
• (12:15) - Cambridge Warns of AI Acceleration
• (16:59) - Anthropic Investor Fears AI?
• (21:57) - Inside Instinct's Rapid Rise/Some Personal Agent News
• (47:06) - Zuck Hires MongoDB CEO
• (58:32) - Lo Toney discusses his experience as the founding and managing partner of Plexo Capital, which he launched after serving as a partner at GV. He explains Plexo’s strategy of backing emerging venture fund managers, evaluating their technical expertise and investment perspectives, and using their networks to access promising companies, while also addressing AI’s impact, rapidly rising valuations, evolving fund strategies, and investments in controversial sectors.
• (01:30:15) - Zack London discusses his work as Gossip Goblin, creating dark, sardonic AI-generated science-fiction videos and building a transhumanist universe. He explains how years of experimentation led him to launch a studio and produce a feature-length film with writers, voice actors, musicians, Foley artists, and a full post-production team, emphasizing that AI filmmaking still requires significant human craft and authorship.
• (01:36:49) - Anish Acharya discusses how personal AI agents could benefit restaurants, streamline commerce, empower consumers, and eventually become independent economic actors. A general partner at Andreessen Horowitz, he also examines challenges involving advertising models, bot restrictions, legal disputes, and high computing costs.
• (01:47:28) - Evan Conrad discusses San Francisco Compute’s mission to create independent, standardized compute markets that help new cloud providers build, finance, and sell GPU infrastructure. The co-founder and CEO explains how physically settled markets could reduce risk, improve utilization, and address potential AI infrastructure bubbles by establishing predictable future compute prices.
• (02:00:49) - Gstaad Guy discusses his satirical characters, Constance and Colton, which embody the competing worlds of understated old-money taste and status-driven luxury. He explores how wealthy consumers develop discernment, why family-owned hospitality often preserves authentic luxury, and how he builds content for a small but influential audience rather than chasing mass appeal.

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

Codex - http://openAI.com/codex

Follow TBPN: 

https://TBPN.com

https://x.com/tbpn

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

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

• (00:54) - 4 Tech Arguments (Number 3 Will Shock You)
• (24:09) - Has The AI Slop Gone Too Far?
• (38:53) - Is AI Driving Interest Rates Higher?
• (50:26) - WSJ Mansion Section
• (56:00) - John Arnold discusses his career from natural gas trading at Enron to founding his own hedge fund and becoming co-founder and co-chair of Arnold Ventures. He shares insights on risk management, gambling-like financial products, AI infrastructure, energy markets, nuclear power, and the growing disconnect between private and public market valuations.
• (01:44:12) - Viswa Colluru, founder and CEO of Invetta, discusses the company’s $311 million fundraising round and its AI-powered technology for identifying biological molecules and their functions. He outlines Invetta’s focus on developing medicines for widespread unmet needs—including asthma, eczema, and long-term weight management—and explains the practical limitations and safety considerations of AI-designed drugs.
• (01:54:17) - Jake Adler discusses Pilgrim’s $25 million funding round and its mission to become America’s first biological prime contractor. He describes Argus, a portable “Shazam for the air” system designed to autonomously detect, identify, and characterize airborne biological threats in locations such as airports.
• (02:02:22) - Adam Korsunsky discusses founding Freebean, an advertising company that distributes free, branded coffee as a tangible, targeted, and trackable marketing medium. He explains the company’s rapid growth, conference and campus distribution strategy, and launch of a New York City storefront billed as the world’s first free coffee shop.

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

Codex - http://openAI.com/codex

Follow TBPN: 

https://TBPN.com

https://x.com/tbpn

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

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

• (01:13) - Meta Connect Reactions
• (45:04) - Australia vs. AI Agents
• (47:33) - 𝕏 Timeline Reactions
• (49:26) - New Bentley EV
• (52:37) - Shalev Lifshitz discusses his background in AI research and the launch of an AI security company with his sister, Romy Lifshitz. He highlights threats to rapidly expanding AI infrastructure—including model sabotage, escape, and theft—and introduces their *Secure Acceleration* report outlining ways to protect AI systems as they advance.
• (59:38) - Leif Abraham discusses Public.com’s launch of AI agents for prediction markets focused on market-moving events rather than sports or entertainment. The co-founder and co-CEO explains how sophisticated investors use these agents to automate portfolio strategies, including trading, risk management, options income, and tax-loss harvesting.
• (01:09:33) - Diogo Almeida discusses founding and leading TypeSafe AI, whose viral launch has driven overwhelming demand for its developer-focused AI model. He explains that the technology enables reliable automation through fast, structured, calibrated judgments rather than text generation or complex reasoning, making routine workflows easier to integrate into software.
• (01:18:54) - Hooman Reza Nazad, co-founder and CEO of Silco Industries, discusses the company’s $75 million raise to build a Nevada rare-earth metallization plant. He explains Silco’s shift from recycling to mined materials, the West’s rare-earth processing bottleneck, and its plans to supply cost-competitive metals to automotive and defense customers.
• (01:27:34) - Jordan Nanos discusses SemiAnalysis’s ClusterMAX 3 rankings, explaining how hands-on testing evaluates AI neoclouds by performance, network design, software support, and failure recovery. He highlights CoreWeave and Nebius as leading providers while predicting expansion from inference platforms, chip startups, crypto miners, and legacy cloud operators.
• (01:45:03) - Erica Alden Davenedictus discusses her work as co-founder and CEO of Pioneer Labs, a nonprofit engineering biological systems to support human life on Mars. She explains the company’s development of microbes that convert Martian resources into bioplastics, its plans for additional organisms, potential mission timelines, and the legal and ecological concerns surrounding the introduction of Earth life to Mars.

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

Codex - http://openAI.com/codex

Follow TBPN: 

https://TBPN.com

https://x.com/tbpn

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

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

• (00:49) - Jensen vs AI Alarmism
• (19:33) - New Model Reactions
• (28:54) - Saudi EVs
• (31:00) - "You Can See Everything" New Trailer Reaction
• (36:40) - Cristiano Amon discusses Qualcomm’s vision for AI-powered smartphones, vehicles, data centers, and emerging wearable devices. The Qualcomm president and CEO highlights rising demand for computing, the importance of on-device AI, and the company’s push for an open-source AI software ecosystem.
• (48:41) - Talia Goldberg, a partner at Bessemer Venture Partners, discusses emerging AI opportunities, including physical AI, “token market fit,” and personal agents. She also outlines Bessemer’s new $5.75 billion fund and its strategy of making selective, substantial investments in early-stage and high-growth companies.
• (01:00:22) - John and Louis Antonelli discuss co-founding Real, a social sports app that transforms live statistics into fast, engaging, community-driven content. They explain the platform’s growth through sports fan pages, real-time notifications, digital collectibles, AI-powered moderation, and plans to expand into more sports and live events.
• (01:25:25) - Max Levchin, founder and CEO of Affirm, discusses the company’s UK expansion with Amazon, its breakthrough attention-based underwriting models, and the advantages of operational discipline and transparency. He also explains why existing financial infrastructure can support AI agents and how Affirm’s dedicated developer-productivity team has increased AI-assisted coding while reducing costs.
• (01:43:48) - Sam Ross, co-founder and CEO of Numeral, discusses the company’s $100 million funding round and its mission to automate global sales tax and VAT compliance. He explains that the capital will primarily support R&D, AI-powered tax advisory tools, and solutions that reduce manual work for tax professionals.

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

Codex - http://openAI.com/codex

Follow TBPN: 

https://TBPN.com

https://x.com/tbpn

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

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

• (01:32) - Harvey's Margin Whiplash
• (12:54) - Insects > Humans?
• (26:44) - Human Powered Agents
• (45:59) - McLaren Rebrand
• (50:27) - Toy Sales Growth Driven by Adults
• (56:12) - Ben Thompson, founder of the technology analysis publication Stratechery, discusses how AI agents, personal assistants, and future robotics can eliminate tedious real-world tasks. He also explores consumer behavior, arguing that people value relief from everyday friction but still enjoy activities like shopping, while Amazon’s logistics infrastructure gives it a durable advantage over Shopify and other competitors.
• (01:38:16) - Gagan Biyani, CEO of Horowitz Andreessen Academy, discusses the new for-profit San Francisco school for young builders, backed by $42 million in funding. He outlines its tuition-free founding class of 50 students, one-year immersive program beginning in fall 2027, and mission to prepare students for entrepreneurship or impactful roles at established companies.
• (01:45:21) - Alex Ratner discusses Snorkel AI’s $350 million funding round and the shift from high-volume training data to precise, specialized data targeting model weaknesses. The Snorkel AI co-founder argues that recursive self-improvement will continue to require human expertise, real-world input, and sophisticated combinations of people and AI.
• (01:53:24) - Peter Kalogiannis discusses Swarm Aero’s Gamera, a low-cost autonomous aircraft designed for long-range missions and large payloads. The co-founder and CEO explains the company’s integrated approach to aircraft manufacturing, scalable production, and swarm autonomy, with a focus on potential operations in the Pacific.
• (01:57:55) - Daniel Petkevich discusses his entrepreneurial career, including founding Fair Square Medicare and Trim, and his current car show, *Cars and Capitalists*. He also shares predictions about the Tesla Roadster and describes building an open-source quadruped robot dog.

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

Codex - http://openAI.com/codex

Follow TBPN: 

https://TBPN.com

https://x.com/tbpn

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

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

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