Plongez dans la liste complète des épisodes de TBPN. Chaque épisode est catalogué accompagné de descriptions détaillées, ce qui facilite la recherche et l'exploration de sujets spécifiques. Suivez tous les épisodes de votre podcast préféré et ne manquez aucun contenu pertinent.
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Titre
Date
Durée
Google Earnings, Jensen Targeted in Chinese Spy Plot, The Rise of Fake Wall St. Traders | Diet TBPN
29 oct. 2026
00:31:10
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/
Google Earnings, Jensen Targeted in Chinese Spy Plot, Ice Cube Joins | Luke Igel, David Rader & Jared Allen, Jake Stauch, Jay Madheswaran, Arthur Querou
29 oct. 2026
02:06:20
(02:59) - Google Earnings Recap
(16:14) - Jensen Targeted in Chinese Spy Plot
(25:25) - 𝕏 Timeline Reactions
(34:19) - The Rise of Fake Wall Street Traders
(43:21) - Luke Igel discusses Kino, a collaborative, browser-based video editor that lets teams and AI agents work together on shared timelines. He explains how Kino combines real footage, motion graphics, and generative AI while preserving the creative control artists need for professional video production.
(54:17) - Ice Cube, a rapper, actor, entrepreneur, and co-founder and CEO of Big3, discusses creating the professional three-on-three basketball league to fill the summer sports gap. He explains its fast-paced rules, star talent, cultural appeal, and plans to expand globally using capital from its proposed public-market debut.
(01:21:19) - David Rader & Jared Allen discuss investing in emerging sports as a founder and principal of Unisports Group. They explain the firm’s investment in The Curling Group and outlines curling’s growth potential through live events, sponsorships, extensive media coverage, social engagement, and expansion in the U.S. market.
(01:43:17) - Jake Stauch discusses Serval’s $150 million funding round and its mission to replace legacy enterprise platforms with a secure, broad automation solution. He highlights strong enterprise adoption, cybersecurity investments, talent density, and the company’s ambitions to compete with ServiceNow while avoiding becoming a legacy provider itself.
(01:48:27) - Jay Madheswaran discusses how Eve, where he is co-founder and CEO, uses AI to help plaintiff law firms serve more clients efficiently, from initial intake through case resolution. He explains that AI can expand access to legal representation by reducing labor constraints, while human attorneys, case managers, and paralegals remain essential until voice AI improves in latency and intelligence.
(01:55:13) - Arthur Querou, founder of connected-TV advertising platform Vibe, discusses the company’s continued independence and growth following its acquisition by Walmart. He highlights Walmart Audiences, which uses commerce data to help performance marketers precisely target streaming-TV ads, and describes how Vibe and Walmart Connect are combining their expertise to make TV advertising more measurable and accessible to smaller brands.
Apple’s ‘Pro and Tell,’ Google’s Two New AI Models, OpenAI Eyes Google’s Custom Chips | Diet TBPN
29 oct. 2026
00:33:50
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/
Apple Pro and Tell, Genie 4, The Gurmanator Joins | Mark Gurman, Zach Rash, Ben Liu, Amiram Shachar, Jasper Zhang
28 oct. 2026
02:07:00
(00:31) - Apple's Pro and Tell Event
(16:29) - Genie 4
(25:50) - OpenAI Eyes Custom Google Chips
(31:24) - 𝕏 Timeline Reactions
(55:14) - Mark Gurman discusses Apple’s latest products, drawing on his expertise as a Bloomberg technology journalist and prominent Apple reporter. He praises the iPhone Duo and OLED MacBook Pro while addressing manufacturing defects, software quirks, Apple’s lagging AI strategy, and its broader challenges with innovation and acquisitions.
(01:29:58) - Zach Rash discusses Coco Robotics’ autonomous sidewalk delivery robots, including its fleet of roughly 1,000 units, UK expansion through DoorDash and Deliveroo, and plans to manufacture 20,000 next-generation robots for 2027. The co-founder and CEO also explains Coco’s fleet operations, regulatory challenges, AI benchmarks, and goal of safely navigating complex urban environments at scale.
(01:40:28) - Ben Liu discusses his role as co-founder and CEO of Formation Bio, an AI-native pharmaceutical company focused on making clinical trials and drug development faster and more affordable. He explains how its $600 million fund will finance promising individual drug assets while using AI, specialized talent, and a hub-and-spoke model to bring more medicines to patients.
(01:52:37) - Amiram Shachar discusses Upwind, the cloud and AI cybersecurity company he co-founded and leads as CEO. He explains its platform-based security approach, the team’s cloud infrastructure expertise, AI’s impact on software development and cyber threats, and the company’s recent $400 million Series C funding round.
(01:59:22) - Jasper Zhang discusses founding Hyperbolic, a unified platform that aggregates and orchestrates global GPU compute, allowing customers to flexibly access, manage, and resell unused capacity. A math prodigy who completed his UC Berkeley PhD in two years, Zhang also explains Hyperbolic’s broad hardware support, strategic investor relationships, and recently raised $30 million.
Anduril’s American-Made Laptops, OpenAI Disproves ETH, New MacBook Pro | Diet TBPN
27 oct. 2026
00:31:51
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/
(36:51) - Anthropic Founders Can Name Secret Successors
(39:23) - China's AI Bubble is Already Bursting
(43:34) - AI Startup Dating Show Goes Viral
(47:57) - DoorDash + Instacart
(54:24) - Harley-Davidson's Electric Motorcycle Stalls
(59:57) - Miles Arnone discusses his role as co-founder and CEO of Rebuild Manufacturing, a 2,000-person company restoring U.S. industrial capacity through engineering, domestic production, and new hard-tech ventures. He outlines Rebuild’s acquisition strategy, advances in affordable drone and vehicle manufacturing, skepticism toward overreliance on robotics, and a $2.1 billion fundraise led by JPMorgan Chase and General Catalyst.
(01:12:43) - Rahul Sengottuvelu discusses Ramp’s expansion into AI-powered financial and software automation as the company’s CTO. He introduces Inspect, a secure, collaborative, multi-model coding agent designed to handle complex codebases, integrate with company systems, and give finance teams visibility and control over AI spending.
(01:21:12) - Gavin Baker discusses the accelerating adoption and strong economics of AI, emphasizing Anthropic’s diversified customer base, surging demand for compute, and the transformative potential of AI agents. The Atreides Management managing partner also shares his optimistic investment outlook on infrastructure, biology, energy, and broader public participation in the AI economy.
Gavin Baker on Anthropic's S-1, GPU Prices, and SpaceX
27 oct. 2026
00:41:27
This is our full interview with Gavin Baker.
We discuss his biggest takeaways from Anthropic's S-1, the growing demand for GPUs and why compute prices keep rising, how SpaceX and Anthropic going public could unlock more capital for AI investment, the rise of AI agents, and why he believes Wall Street is underestimating the AI boom.
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
Anthropic Files for IPO, Samsung Spyware Concerns | Diet TBPN
26 oct. 2026
00:34:16
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/
Anthropic's S-1, Samsung Controversy, IGTV | Doug O'Laughlin & Joey Brookhart, Andre Haddad, David Faugno, Mark Swan, Chanda A. Bell & Christa Pitts, Ivan Zhang & Luisa San Martin
26 oct. 2026
02:38:44
(01:17) - Anthropic's S-1
(28:45) - Agents Break into Anthropic's Systems
(34:51) - Cohere Model Attempts Unexpected Action
(44:25) - Samsung Controversy
(50:57) - 𝕏 Timeline Reactions
(51:00) - IGTV
(01:05:54) - Doug O'Laughlin & Joey Brookhart discuss Anthropic’s strong IPO fundamentals, capital efficiency, compute commitments, and the economics of AI labs and neoclouds. A trend-focused SemiAnalysis expert and enthusiastic AI power user, he also examines cybersecurity threats, open-source model risks, enterprise adoption, and the emerging role of personal and workplace AI agents.
(01:35:20) - Andre Haddad, Turo’s CEO of 15 years, discusses the company’s growth and launch of Verified Full Self-Driving for Tesla rentals through a direct API integration. He also highlights Turo’s vision for autonomous vehicle delivery, improved risk management, and broader brand awareness.
(01:48:46) - David Faugno, CEO of 1Password, discusses the growing security risks posed by AI agents and the need to limit their access to sensitive credentials. He highlights 1Password’s rapid growth, its new security tools for AI agents, and practical protections such as passkeys, hardware keys, and strong credential hygiene.
(02:00:38) - Mark Swan discusses Nevis, the AI wealth-management platform he co-founded and leads as CEO. He explains how Nevis equips independent financial advisors with agents that automate complex workflows, generate proactive recommendations, and improve efficiency without replacing human advisors, while highlighting the company’s rapid growth and partnership with Charles Schwab.
(02:08:34) - Chanda A. Bell & Christa Pitts discuss co-founding The Lumistella Company, the family-owned business behind The Elf on the Shelf, and transforming a cherished childhood tradition into a global Christmas franchise. They highlight the company’s entrepreneurial journey, major growth milestones, entertainment and licensing partnerships, and commitment to creating joyful family moments during the holiday season.
(02:20:56) - Ivan Zhang & Luisa San Martin discuss his role as Cohere’s co-founder leading efforts to secure AI models and systems. They explain the discovery of potentially dangerous data-exfiltration behavior in an open-weight model and advocates for stricter safety standards, transparent research, and careful testing before release.
Why Moderna Tanked, MSG Employees Duped By Their Boss, The Mansion Section | Diet TBPN
23 oct. 2026
00:33:23
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/
Moderna Drama, WSJ Mansion Section, Genetically Engineered Military Dogs | Thomas Wright, Kyle Schiller, Steven Schwartz
23 oct. 2026
01:52:57
(01:30) - Moderna Drama
(13:50) - 𝕏 Timeline Reactions
(55:07) - Thomas Wright discusses his role as CEO and principal broker of Summit Sotheby’s International Realty, drawing on decades of experience developing luxury real estate businesses across Western resort markets. He examines Utah’s rapid growth, the diverging luxury and general housing markets, evolving buyer preferences, property-marketing strategies, and the ethical risks of AI-enhanced imagery.
(01:18:18) - Kyle Schiller discusses Marathon Fusion’s efforts to commercialize fusion energy by solving fuel-cycle and industrial bottlenecks while rapidly increasing reactor power density. The company plans to make fusion more economical by producing gold and high-value medical radioisotopes alongside electricity, with Schiller acknowledging that significant scaling and engineering work remain.
(01:25:01) - Steven Schwartz, co-founder and CEO of Whop, discusses the company’s $205 million funding round led by Sequoia and Shopify Ventures. He describes Whop’s mission to help entrepreneurs build sustainable incomes by providing integrated payments, advertising, business guidance, and financial infrastructure across fast-growing niche markets.
Meta Introducing Class C Stock, iPhone Duo’s Botched Launch | Diet TBPN
23 oct. 2026
00:28:52
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/
Matthew Prince on PHP2Shell, iPhone Duo Early Reactions, Meta Unveils New Class C Stock | Matthew Prince, Kevin Weil, MC Lader, Dillon Baxter, Richard Starson, Brian Manning
22 oct. 2026
01:55:48
(00:36) - Matthew Prince on PHP2Shell. Matthew Prince is the co-founder and CEO of Cloudflare, a company focused on internet security and infrastructure. Prince discusses major cybersecurity vulnerabilities, AI’s growing role in finding and defending against threats, and why rapid software updates and industry coordination are essential. He also predicts that surging AI-agent traffic will reshape the internet’s business model through mechanisms such as micropayments.
(29:12) - 𝕏 Timeline Reactions
(38:05) - Meta Unveils New Class C Stock
(47:07) - Kevin Weil, founder of Warp Sciences, discusses building AI-powered robotic laboratories to accelerate drug discovery and reshore critical pharmaceutical research from China to the United States. He explains the company’s vertically integrated approach, growing market opportunity, and $215 million funding round to build a next-generation preclinical contract research organization.
(01:01:39) - Mc Lader discusses his role as the new head of Cognition Industries, drawing on his experience as a frontier-tech founder and former president of a stablecoin company acquired by Coinbase. He outlines Cognition’s strategy to build small, founder-led teams across 14 major industries, combining vertical expertise with Devin’s AI agents to help enterprises modernize software, strengthen security, and create industry-specific products.
(01:12:16) - Dillon Baxter discusses PlantSwitch, the sustainable packaging company he co-founded to replace disposable plastics with plant-based materials that biodegrade without leaving microplastics. He explains the company’s vertically integrated manufacturing, rapid growth, major distribution partnerships, and plans to use its Series B funding to expand into plastic-free coffee cups and lids.
(01:20:18) - Richard Starson, founder and CEO of Stelius, discusses building U.S.-made high-power microwave systems for defense applications, particularly neutralizing drone swarms and protecting critical infrastructure. He also outlines the company’s early funding and long-term goal of advancing compact fusion for energy, hypersonics, and spaceflight.
(01:28:42) - Brian Manning, founder and CEO of space-based navigation company Xona Space Systems, discusses launching six satellites, raising $250 million, and scaling manufacturing for its commercial GPS alternative. He explains how Xona’s stronger, jam-resistant signals can improve positioning accuracy, indoor coverage, device integration, and battery efficiency for commercial and military users.
Cybersecurity Red Alert, SpaceX Earnings, OpenAI Strikes Google Deal | Diet TBPN
21 oct. 2026
00:33:03
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/
The Internet Is Finished, Early iPhone Duo Reviews, SpaceXSITesla Merger Talks | Nikesh Arora, Aidan Smith, Akhil Iyer, Max Junestrand
21 oct. 2026
01:33:36
(03:20) - The Internet Is Finished
(14:52) - Trevor Milton's Jet Launch
(17:09) - iPhone Duo Early Reviews
(21:02) - SpaceX Explosive Growth
(35:30) - Nikesh Arora, CEO of cybersecurity company Palo Alto Networks, discusses the severe PHP vulnerability, the urgent need for organizations to patch and protect critical infrastructure, and the likelihood that increasingly powerful AI models will uncover more security flaws. He also examines the risks of autonomous AI agents, the value of open-source models for transparency, and the sustained demand for AI computing infrastructure.
(57:40) - Aidan Smith discusses the rapid growth of his systems-first AI lab, its billion-dollar Series A, and breakthroughs in GPU optimization through mega-kernel technology. He argues that better algorithms, architectures, and data efficiency could produce more creative, unconventional AI models while expanding automation beyond intellectual work.
(01:08:05) - Akhil Iyer discusses his journey from the Marine Corps to co-founding Watchtower Labs, an AI defense startup that recently raised $35 million. He explains how its simulation platform helps military planners anticipate logistics and supply-chain disruptions, evaluate numerous scenarios, and make better decisions during conflicts, crises, and competition.
(01:14:45) - Max Junestrand discusses his role as co-founder and CEO of legal AI platform Legora and the company’s $88 million funding round at a $550 million valuation. He explains how AI adoption in law demands greater accuracy and oversight than coding, while enabling smaller firms and enterprise legal teams to handle more complex work efficiently.
$1M Trading Cards Heist, Trevor Milton Returns, The Death Of Common Courtesy | Diet TBPN
21 oct. 2026
00:33:07
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/
Calm Down Markets, Trevor Milton Has A Plane to Sell You, Jay Leno Live in The Ultradome | Alex Niehaus, Alex Blania, Nate Rempe, Connor Sweeney, Jay Leno
20 oct. 2026
02:42:35
(00:42) - Nearly $1M in Trading Cards Stolen
(09:42) - Trevor Milton Returns to Aviation
(24:59) - The Death of Common Courtesy
(41:49) - Mercedes Unveils AMG GT SUV
(48:58) - Alex Niehaus, co-founder of Helicon, discusses the company’s emergence from stealth with $16.5 million in funding and its mission to industrialize composite manufacturing. He explains how Helicon combines advanced software, robotics, and manufacturing to mass-produce lightweight, high-strength structures for defense, drones, vehicles, and other applications.
(59:50) - Alex Blania discusses Tools for Humanity’s efforts to build proof-of-human systems that combat deepfakes, fraud, and AI impersonation. He highlights World for Zoom, a Cloudflare agent protocol that verifies agents are acting on behalf of real people, and lighter-weight phone verification alongside the company’s Orb technology.
(01:08:06) - Nate Rempe discusses leading Omaha Steaks through its crucial holiday season, modernizing its marketing with social media and AI, and protecting its reputation through customer education. He also addresses record-low cattle supplies, younger consumers’ demand for authentic, high-protein products, and the company’s renewed focus on improving its core steak offerings.
(01:26:43) - Connor Sweeney discusses Baba, the healthcare platform he founded and leads, which connects older adults and their families with nurses and social workers who coordinate care using AI-assisted tools. He announces a $40 million Series A and outlines Baba’s rapid growth, insurance partnerships, public AI benchmark, and plans to serve a 100,000-person waitlist.
(01:36:15) - Beverly Hills Condo Buyers Become Lenders
(01:45:09) - Anthropic's S1
(01:50:12) - Jay Leno, a veteran comedian, former Tonight Show host, and passionate car collector, discusses automobiles, comedy, show business, technology, and his enduring work ethic. He shares humorous stories while emphasizing humility, honest feedback, political balance, and the importance of continually practicing one’s craft.
Jay Leno on Comedy, Supercars, and the State of Hollywood
20 oct. 2026
00:52:10
This is our full interview with comedian and former Tonight Show host Jay Leno.
We discuss what he learned from Johnny Carson, why he thinks late-night television is dying, how politics changed comedy, why he refuses to retire from stand-up, his advice for people afraid of AI, and what it takes to stay funny after decades in show business.
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
Elizabeth Holmes and Theranos, AI Data Center Forecast Jumps, Poppi’s Pepsi Deal | Diet TBPN
20 oct. 2026
00:30:36
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/
"You Can See Everything" Sparks Debate, 17% GDP Growth Please, Call of Duty Campaign Review | Katie Drummond, Bing Gordon, Daksh Gupta, Jean-Denis Greze, Quinten Farmer
19 oct. 2026
02:23:34
(01:35) - "You Can See Everything" Spoiler Talk
(23:51) - AI Data Center Forecast Jumps
(33:59) - Anthropic Staff Predict AI Boom
(40:59) - Call of Duty Campaign Review
(48:32) - Katie Drummond discusses Nathan Fielder’s film about Elizabeth Holmes, its complex portrayal of empathy, fraud, and human behavior, and its potential to become a classic. The global editorial director of WIRED also reflects on how the tech press once amplified Holmes’s claims and enabled the era of visionary, larger-than-life startup founders.
(01:07:17) - Bing Gordon, founding executive of Electronic Arts and co-author of *Everybody Wins*, discusses lessons from gaming, product development, and his career in technology. He explores how iteration, storytelling, motivation, and AI can improve creative work while emphasizing the enduring importance of human judgment and meaningful progression.
(01:46:52) - Daksh Gupta, founder of Greptile, discusses automating code review and testing to ensure AI-generated code is safe to merge. He highlights the company’s $50 million Series B, the need for independent code validation, and growing demand for better visibility into the quality, productivity, and cost of coding agents.
(01:55:25) - Jean Denis discusses Town, the AI workplace assistant company he co-founded and leads as CEO, following its $108 million Series B at a $1 billion valuation. He explains how trusted, privacy-focused AI agents could streamline workplace tasks and communications while delivering thoughtful recommendations without overwhelming users.
(02:09:26) - Quinten Farmer discusses founding Tolan, an AI-powered personal guide designed to provide entertainment, emotional support, intelligent assistance, and personalized follow-up through nuanced memory. He also covers Tolan’s approachable characters, applications for families and children, the challenges of proactive AI assistance, and the company’s $30 million Series B funding.
We Review ‘You Can See Everything’, Tesla Unveils Rocket Powered-Roadster | Diet TBPN
17 oct. 2026
00:31:09
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/
"You Can See Everything" Review, Roadster Reactions, Eric Glyman Joins | Walter Isaacson, Christian Jensen, Tavarish
16 oct. 2026
02:10:36
(00:15) - "You Can See Everything" Review
(07:35) - Roadster Reactions
(30:03) - Walter Isaacson is a bestselling biographer and journalist known for chronicling influential innovators such as Steve Jobs, Elon Musk, and Jennifer Doudna. Walter Isaacson discusses Musk’s futuristic designs and mercurial leadership, the relationship between human creativity and artificial intelligence, and how individuals and collaborative teams shape technological progress.
(01:00:00) - Eric Glyman, co-founder and co-CEO of Ramp, discusses the company’s $1.85 billion fundraise, rapid revenue growth, and expanding suite of financial products. He explains how Ramp aims to help businesses manage, attribute, and maximize returns on AI spending as artificial intelligence becomes a core operating expense.
(01:14:02) - Christian Jensen discusses Dragoneer Investment Group’s $1.85 billion investment in Ramp, describing the firm’s strategy of making concentrated bets on category-defining businesses. He argues that Ramp’s vast market, expanding product platform, capital efficiency, AI capabilities, and exceptional leadership justify its $60 billion valuation, while explaining Dragoneer’s selective, nonintrusive approach to supporting portfolio companies.
(01:24:31) - Tavarish discusses his skepticism about the Tesla Roadster, enthusiasm for Porsche’s Mission S and 918, and preference for distinctive, driver-focused cars over flashy technology showcases. The automotive YouTuber and supercar rebuilder also shares insights into project-car selection, beginner-friendly Japanese cars, extreme-speed challenges, and the evolving balance among combustion, hybrid, and electric vehicles.
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/
SELL EVERYTHING (Including Your Dollars), Tesla Roadster Hype, Valar Atomics VC Feud | Reed Albergotti, Bryan Cantrill, Daniel Kimminau
15 oct. 2026
02:07:31
(05:04) - Recapping Anthropic Investor Day
(15:04) - SELL EVERYTHING
(23:24) - Inflation Heats Up
(30:29) - 𝕏 Timeline Reactions
(44:02) - Valar Atomics VC Feud
(51:16) - Tesla Roadster Hype
(01:00:53) - Porsche Mission S
(01:04:49) - Reed Albergotti, Semafor’s San Francisco bureau chief and host of the Future Proof podcast, discusses Tesla’s self-driving technology, Microsoft’s AI strategy, Xbox’s future, and the debate over regulating open-source AI. He also examines the financial and infrastructure bottlenecks facing the AI industry as technology companies rapidly increase spending.
(01:26:45) - Bryan Cantrill discusses founding Oxide Computer Company, where he serves as CTO and builds integrated rack-scale cloud computing systems for on-premises data centers. He explains Oxide’s technically ambitious hardware-software co-design, lessons from failed predecessors, patient enterprise sales strategy, and focus on profitability, operational efficiency, and building a generational company rather than pursuing an exit.
(01:45:54) - Daniel Kimminau discusses founding Advanced Spade Company after working at SpaceX, The Boring Company, and Anduril, where he developed expertise in transportation and underground construction. He explains how the company uses integrated technology, mapping, and specialized equipment to make underground utility installation safer, faster, and more affordable.
OpenAI Bugging Incident, Are Your Devices Listening? Xbox Launches Remix Lab | Diet TBPN
15 oct. 2026
00:32:28
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/
OpenAI Uncovers Spy Device, Apple x LG, Home Devices Tier List | Thomas Neckel, Kabir Jain, Danielle Axman, John Urschel, Nicolas Sharp, Jason Ballard, Erik Bernhardsson, Josh Tyrangiel, Aida Baradari
14 oct. 2026
02:39:40
(01:46) - OpenAI Uncovers Spy Device
(08:41) - Are Your Devices Listening to You?
(20:13) - Apple x LG
(24:59) - Home Devices Tier List
(37:45) - XBOX Labs
(40:46) - Inside The World of GTA 6
(43:38) - Kelly Clarkson's Bird Store Drama
(52:27) - Thomas Neckel discusses co-founding Fragment, a New York fintech company building financial infrastructure designed for AI agents. He explains how Fragment translates contractual rules into deterministic financial workflows, enabling agents to automate complex processes such as payments, refunds, accounting, and insurance claims while preventing costly errors.
(01:02:17) - Kabir Jain discusses his role as Erewhon’s Chief Growth Officer, overseeing technology, e-commerce, data, membership, and other growth initiatives beyond opening stores. He explains Erewhon’s disciplined expansion strategy, commissary-based operating model, influence on emerging consumer brands, celebrity collaborations, and focus on delivering a premium customer experience.
(01:22:02) - Danielle Axman discusses founding Wilder Market, a premium neighborhood grocery concept opening in Midtown Miami, inspired by her search for thoughtfully sourced, high-quality food for her family. She highlights the market’s expert-developed product standards, Michelin-star culinary partnership, hospitality-focused experience, and potential expansion across South Florida and the Southeast.
(01:30:45) - John Urschel, an MIT assistant professor of mathematics and former professional football player, discusses how AI is transforming mathematical research, education, and problem-solving. He argues that human understanding and creativity remain essential, predicts that mathematics will expand rather than be “solved,” and considers AI’s potential to improve football analytics.
(01:44:48) - Nicholas Sharp discusses Attio’s new hybrid architecture for agentic revenue, which lets AI agents work with customer data while maintaining governance and security guardrails. The Attio co-founder and CEO also highlights how leading sales teams use AI for highly personalized customer experiences, his excitement about decision models, and Attio’s extensive use of its own products.
(01:55:50) - Jason Ballard, co-founder and CEO of construction technology company ICON, discusses its $200 million Series D and mission to address the housing crisis using robotic 3D printing. He explains ICON’s cost-saving construction system, expansion into licensing its technology to builders, and work with NASA to develop lunar infrastructure using local materials.
(02:05:41) - Erik Bernhardsson, co-founder and CEO of Modal, discusses the company’s rapid growth and its platform for simplifying AI infrastructure across numerous cloud providers. He highlights soaring demand for inference, training, and sandbox tools, along with opportunities in low-latency applications, alternative chips, and broader enterprise adoption.
(02:14:59) - Josh Tyrangiel discusses how Elon Musk and Jeff Bezos are racing to vertically integrate the space economy through reusable rockets, satellite networks, orbital data centers, and AI. Drawing on his experience covering business and technology, he explains SpaceX’s commanding lead, Blue Origin’s efforts to catch up, and Bezos’s long-standing ambition to make space infrastructure central to Amazon, robotics, and advanced AI.
(02:31:03) - Aida Baradari, founder of Dvalence, discusses Spectre, a device designed to prevent microphones from making unauthorized audio recordings. Baradari explains its privacy-focused technology, planned enterprise applications, current pricing and size, and the company’s efforts to launch and improve the product.
John Reviews The Social Reckoning, Muse Wonder, Apple’s HomeView | Diet TBPN
14 oct. 2026
00:32:12
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/
Muse Wonder, Social Reckoning Review, Apple HomeView | Eli Manning & Michael Waldron, Anjney Midha, William Chu & Negin Oliver, Neal Stephenson, Ravi Gupta & John Hegeman, Jack Goldburg, Oege de Moor, Nick Talken, Jeff Holden
13 oct. 2026
02:51:38
(01:13) - Social Reckoning Review
(14:12) - Muse Wonder
(30:15) - Apple HomeView
(43:36) - Anjney Midha, William Chu & Negin Oliver. Anjney “Anj” Midha, founder of venture firm AMP, discusses the Grid Trust, a $100 billion program anchored by Zurich Asset Management to expand affordable, reliable AI computing capacity for startups and public-sector users worldwide. He explains how pooling customers and hardware providers, along with AI-powered demand forecasting, can improve GPU utilization, reduce risk, and broaden access to compute.
(59:52) - Neal Stephenson, an acclaimed science-fiction author known for *Snow Crash*, discusses fiction’s influence on technology, his preference for hands-on research, and the importance of grounding speculative ideas in social, cultural, and economic realities. He also explores AI-assisted storytelling, carbon removal, algorithmic misinformation, the erosion of societal norms, and overlooked science-fiction author Matt Ruff.
(01:25:29) - Ravi Gupta & John Hegeman. Ravi Gupta discusses Ithaca Holdings’ acquisition of Bumble alongside co-founder and co-CEO John Hegeman. He explains their conviction that human relationships will become even more important in an AI-driven world and outlines plans to improve Bumble’s matching, profile quality, and user experience before focusing on monetization.
(01:37:12) - Jack Goldberg discusses co-founding Yes Chef Group, transforming a passion for food into a global media brand centered on content, live events, and community. He shares the company’s rapid growth, strategic partnerships, expansion into long-form programming, and plans to build the next-generation Food Network while exploring opportunities in live streaming, technology, and consumer products.
(01:59:42) - Oege De discusses XBOW’s AI-powered cybersecurity platform, which autonomously identifies vulnerabilities by replicating the work of skilled offensive security researchers. He highlights a critical Chrome exploit affecting one billion users that was discovered in six days using GPT-5, emphasizing the urgent need for automated security testing as advanced cyber capabilities become increasingly accessible.
(02:09:30) - Nick Talken discusses Albert Invent, the chemistry-focused AI company he co-founded and leads as CEO, and its $55 million Series B led by TCV. He explains how Albert’s specialized models and proprietary customer data help scientists accelerate materials and chemical innovation in areas such as batteries, solar cells, biodegradable plastics, PFAS alternatives, and spaceflight.
(02:16:20) - Jeff Holden discusses his career as an early Amazon engineer, creator of Amazon Prime, and founder and CEO of Atomic Machines. He explains how the company’s “Matter Compiler” aims to turn AI-generated designs into functional micromachines, enabling innovations in medicine, robotics, electronics, and other fields.
(02:28:02) - Eli Manning & Michael Waldron. Eli Manning discusses how his Penn State walk-on prank inspired Chad Powers and how his football experiences shape the show’s characters and stories. The retired two-time Super Bowl champion also advises young athletes to pursue media opportunities authentically while continuing to take their sport seriously.
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/
Crypto Going "Bunker Mode", The Mathpocalypse, Starbucks Explores Chipotle Takeover | Rebecca Kaden & Michael Mignano, Nathan Benaich, Michael Sindicich & Healey Cypher, Moritz Stephan, Anastasios Angelopoulos, Zach Yadegari
08 oct. 2026
02:19:29
(01:18) - Crypto Going "Bunker Mode"
(16:31) - The AI Mathpocalypse
(28:08) - Starbucks Explores Chipotle Takeover
(30:57) - Timeline Reactions
(49:01) - Mansion Section
(55:41) - Rebecca Kaden & Michael Mignano discuss USV’s record $900 million fundraise and how the firm is adapting its thesis-driven investment strategy to larger rounds, longer private-company timelines, and AI-enabled opportunities. A partner at USV, Rebecca highlights the firm’s focus on visionary, product-oriented founders, public idea-sharing, emerging technologies, and company incubation.
(01:16:52) - Nathan Benaich discusses the State of AI Report and his balanced, research-driven view of the industry. The Air Street Capital founder highlights AI’s rapid progress, the rise of inference and reinforcement learning, and how capital, infrastructure, and user education increasingly constrain adoption and growth.
(01:31:41) - Michael Sindicich & Healey Cypher discuss BoomPop's acquisition by Navan and the immediate integration of its event-planning platform and team. They emphasize the importance of in-person meetings and explain how the combined company will provide customers with a unified solution for business travel, off-sites, and corporate events.
(01:38:24) - Moritz Stephan discusses Hone, an AI company building autonomous “engines” that own and deliver business outcomes. He explains how the platform tackles complex workflows across revenue, recruiting, finance, and procurement, while exploring scalable deployment, outcome-based pricing, and adaptable templates for organizations.
(01:48:26) - Anastasios Angelopoulos discusses Arena’s expansion from evaluating AI capabilities and human preferences to measuring agent alignment and safety. The co-founder and CEO explains how Arena uses real-world data to identify unauthorized actions, deceptive completions, and false attribution while serving as a neutral evaluator of AI models and agents.
(02:02:56) - Zach Yadegari, an entrepreneur who sold his calorie-tracking company Cal AI, discusses his new AI assistant venture and its $10 million funding round. He outlines plans for a free, money-saving consumer product and screenless hardware designed to integrate computing into daily life while reducing phone use.
OpenAI Math Breakthroughs, SpaceX’s $40B Nvidia Deal, Quant Firms Hiring Idea Guys | Diet TBPN
07 oct. 2026
00:31:06
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/
Some Math Problems, Arsenal-2, Porsche Mission S | Walter Russell Mead, Kat Cole, Tarek Alaruri, Tyler Niday, Scott Morton, Josiah Meyer, Aarush Selvan
07 oct. 2026
02:26:15
(06:15) - 𝕏 Timeline Reactions
(10:55) - Some Math Problems
(25:12) - SpaceX's $40B NVIDIA Chip Deal
(35:59) - Porsche Mission S
(52:27) - Walter Russell Mead, a distinguished fellow at the Hudson Institute, discusses the decline of mid-20th-century democratic capitalism and society’s transition into an uncertain technological era. He explores AI’s economic and geopolitical effects, human adaptability, the balance between state power and individual liberty, and declining trust in experts while expressing optimism about technology’s potential to improve life.
(01:32:01) - Kat Cole, CEO of AG1, discusses the company’s retail expansion, product innovation, and investment in clinical research. She explains how AI improves product discovery, customer service, supply-chain traceability, scientific development, and operational efficiency while allowing AG1 to invest more in research, marketing, and customer experience.
(01:44:58) - Tarek Alaruri discusses Stuut’s $52.5 million Series B and the company’s rapid growth under his leadership as co-founder and CEO. He explains how Stuut’s digital coworker helps major businesses collect overdue revenue, supported by cold calling and partnerships with firms such as Microsoft, Fiserv, and Ernst & Young.
(01:50:51) - Tyler Niday discusses Bonsai Robotics, a full-stack physical AI company developing autonomous machines for agriculture and other rugged environments. He highlights its 430 deployed robots, partnership with Nvidia, extensive field data, and ability for one person to manage a fleet across multiple platforms using a unified world model.
(01:56:10) - Scott Morton discusses Revel’s rapid growth and its software platform for testing and controlling complex physical systems such as nuclear reactors, jet engines, and rockets. He highlights the expanding hard-tech ecosystem, the influence of former SpaceX engineers, and Revel’s ability to dramatically accelerate customer testing and development.
(02:03:14) - Josiah Meyer discusses co-founding and leading Health Leap, an AI healthcare company backed by Sequoia with $38 million in funding. He explains how its technology helps hospitals detect overlooked conditions, improve patient outcomes, and reduce costs, while reflecting on his entrepreneurial beginnings in South Africa and AI’s growing capabilities in mathematics.
(02:10:48) - Aarush Selvan discusses his work as a ChatGPT product manager and the launch of GPT-6 for 1.2 billion users. He explains its intelligent, dynamically generated interfaces and ability to answer while reasoning, while reflecting on how nondeterministic AI is reshaping product management, design, and collaboration at OpenAI.
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/
Le Chonk, Buffett Discovers YouTube, The Case Against AI Job Doom | Greg Fleming, TJ Parker, Joowon Kim, Rick Dungey, Dylan Field, Hardik Kabaria
06 oct. 2026
02:31:15
(05:10) - "Digger" Review
(06:42) - AI Mods Run into Copyright Law
(16:26) - The Case Against AI Job Doom
(28:29) - Warren Buffett Discovers YouTube
(35:08) - 𝕏 Timeline Reactions
(49:42) - Mistral Launches Le Chonk
(55:19) - Greg Fleming discusses his career in financial services and his role as CEO of Rockefeller Capital Management, which provides comprehensive advice to wealthy families. He explains the firm’s growth, approach to private-market investing and diversification, and use of AI to improve advisor productivity while preserving personalized client relationships.
(01:17:40) - TJ Parker discusses his return to operating as CEO of General Medicine after founding PillPack and spending several years investing. He outlines General Medicine’s mission to become a seamless, consumer-focused healthcare storefront by combining transparent pricing, medical records, pharmacy access, and AI-enabled infrastructure. He also reflects on lessons from PillPack and explains how his healthcare expertise and experienced team position the company to simplify interactions with the broader medical system.
(01:32:04) - Joowon Kim discusses leaving Ramp to co-found Melius, an AI-powered creative platform that has raised $25 million. He outlines Melius’s tools for generating and editing media, its enterprise customers and integrations, and his vision of enabling anyone to turn their imagination into creative content.
(01:43:24) - Rick Dungey, executive director of the National Christmas Tree Association, discusses the Christmas tree industry, including farming, demand planning, White House tree selection, and proper tree care. He also highlights the association’s advocacy work and Trees for Troops, a charitable program providing Christmas trees to military families.
(02:00:31) - Dylan Field discusses Figma’s new Design Agent, emphasizing its ability to enhance designers’ creativity and productivity rather than replace them. The Figma co-founder and CEO also explores specialized AI models, human judgment, transparency around AI-generated work, and the importance of using AI to expand original thinking instead of automating it away.
(02:20:02) - Hardik Kabaria discusses his background as Vinci’s co-founder and CEO, drawing on a Stanford PhD and eight years developing manufacturing software at 3D-printing company Carbon. He explains Vinci’s physics foundation model, which helps semiconductor companies automate thermal analysis, accelerate time to market, and improve product performance while preserving data privacy through on-premises deployment. He also outlines plans to expand into mechanical and electromagnetic physics following the company’s $250 million fundraise.
AI Video Game Mods, Chinese Cars Take Over UK, Apple Tightens Mac Data Controls | Diet TBPN
05 oct. 2026
00:30:58
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/
AI Video Game Mods, Should You Sell Your Data, Bryan Johnson on Endurance Racing | Sean Frank, Linda Du, Ali Partovi, Sigil Wen, Jerry Wu, Bryan Johnson
05 oct. 2026
02:55:00
(01:17) - AI Video Game Mods
(18:04) - 𝕏 Timeline Reactions
(37:13) - Chinese Cars Take Over Britain
(43:49) - Fiat's $15k Microcar
(57:09) - Sean Frank, CEO of Ridge, discusses the company’s rapid growth, his decision not to sell its business data to AI firms, and how AI is transforming e-commerce operations, advertising, and creative production. He also explores agent-driven shopping, TikTok marketing, consumer spending, celebrity partnerships, and Ridge’s potential expansion into physical retail.
(01:29:21) - Linda Du, president, COO, and co-founder of Valon Technologies, discusses the company’s $150 million Series D at a $2.3 billion valuation. She explains how Valon built and operated a mortgage servicer to prove its software before becoming a pure-play provider of AI-powered mortgage-servicing technology.
(01:38:33) - Ali Partovi discusses his successful year as founder and CEO of venture capital firm Neo, his strategy of concentrating investments in fewer high-potential founders, and his backing of companies such as Cursor and Etched. He proposes holding AI companies responsible when their systems autonomously commit crimes, arguing that stronger liability would encourage the development of powerful AI that obeys existing laws.
(02:05:36) - Sigil Wen discusses Underdog, a free, private personal AI that runs directly on users’ devices across major platforms. He explains its on-device performance, privacy benefits, invite-only beta, and potential payments-based business model involving AI agents that find deals and complete purchases.
(02:13:12) - Jerry Wu discusses his work as co-founder and CEO of Halluminate, which builds training benchmarks and reinforcement-learning environments that improve AI models’ performance on non-coding knowledge work. He explains how these environments teach and evaluate tasks such as financial modeling and presentations, highlights the company’s $30 million fundraise, and predicts increasingly complex simulations involving multiple agents, companies, governments, and industries.
(02:22:41) - Bryan Johnson, a tech entrepreneur and longevity advocate, discusses his goal of dunking a basketball at age 49 as part of a broader shift from strict health optimization toward ambitious physical “side quests.” He also explores biomarkers, peptides, strength training, aviation risks, motorsports, and how challenging pursuits can promote health, focus, and personal growth.
Sign-In With GPT, Anthropic Vs. the Pope, Paramount Rebrands as Skydance | Diet TBPN
03 oct. 2026
00:32:28
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/
BYOCompute, Pope Destroys False Idol, Ben Affleck's White Pill | Joe Gebbia, Molly Fowler, Tom Dotan, Pim de Witte, Greg Castle
02 oct. 2026
02:46:20
(01:15) - BYOCompute: Bring Your Own Compute
(15:31) - Pope Leo Rejects AI Consciousness
(26:06) - 𝕏 Timeline Reactions
(35:45) - Tesla Beats Expectations
(49:20) - Paramount-Warner Bros Becomes Skydance
(54:34) - Ben Affleck's White Pill
(57:24) - WSJ Mansion Section
(01:27:33) - Joe Gebbia discusses his work modernizing federal digital services through the National Design Studio, including transforming employee retirement from a months-long paper process into a nearly instantaneous online experience. He outlines America.gov, a centralized, AI-powered platform designed to simplify access to government information and services, reduce billions of hours of administrative burden, and establish a new standard for digital government.
(01:41:02) - Molly Fowler discusses her role as a partner at Dorm Room Fund, a venture fund investing in student and alumni founders. She explains its peer-driven investment model, recently raised $50 million fund, and plans to back roughly 75–80 companies with early-stage checks typically under $1 million.
(01:51:55) - Tom Dotan, a technology journalist at Vanity Fair and Newcomer, discusses his profile of Oracle co-founder Larry Ellison. He examines Ellison’s vast influence across AI, media, TikTok, cancer research, and hospitality, emphasizing his appetite for risk, enduring control of Oracle, and willingness to make enormous bets late in his career.
(02:10:35) - Pim De, co-founder of General Intuition, discusses the company’s $220 million fundraise and its use of large-scale video game data to train AI models that control robots. He explains the technology’s potential across simulations, quadrupeds, drones, gaming companions, and interactive NPCs while offering a grounded view of machine intelligence and shifting gamer sentiment toward AI.
(02:19:34) - Greg Castle discusses his journey from entrepreneur to managing partner of Anorak Ventures, an early-stage deep-tech firm whose third fund totals $35 million. He shares insights on investing in Oculus and Anduril, maintaining a small-fund strategy, and pursuing transformative opportunities in defense, manufacturing, critical materials, and AI-enabled venture research.
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/
(44:45) - Will Bruey discusses Varda’s transition to operating a scalable fleet of commercial reentry vehicles, supported by a $251 million Series D and launch capacity secured through 2029. He also explains how microgravity can advance pharmaceutical manufacturing, why reusable launch infrastructure will expand the space economy, and how Varda has made land-based reentry reliable and cost-effective.
(58:16) - Christophe Beck, chairman, president, and CEO of Ecolab, discusses the company’s work addressing water scarcity, infection prevention, food safety, and sustainable infrastructure. He highlights closed-loop, water-neutral cooling systems for AI data centers, advocates recycling water rather than relying on desalination, and urges technology companies to work closely with local communities.
(01:16:20) - Hassaan Raza discusses Tavis’s Griffin human-interaction model, designed to make communicating with AI feel as natural as speaking with a person. The Tavis co-founder and CEO explains its potential to power AI coworkers, tutors, healthcare workers, and companions while emphasizing careful safety testing, disclosure, and gradual release.
(01:24:49) - Connor Renton discusses Brodie Rec League, the world’s largest basketball league, which provides everyday athletes with a professional-style experience through uniforms, livestreams, player clips, statistics, and rewards. He explains how the platform simplifies joining and organizing recreational basketball while outlining its player-funded model, expansion across North American cities, and potential growth into other sports.
AI Execs Sign Joint Commitment, Converting Watts to GDP, the Model Consciousness Debate | Diet TBPN
30 sept. 2026
00:29:56
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/
White House AI Accord, Model Welfare, Ken Griffindor School of Market Wizardry | Ali Golshan, Mike Intrator, Vlad Tenev, Pari Singh, Minna Song, Dev Ittycheria, Daragh Murphy, Noah Friedman
30 sept. 2026
02:59:46
(01:26) - Supper Intelligence
(09:00) - White House Accord Signature Tier List
(21:22) - 𝕏 Timeline Reactions
(32:59) - Power, GD, and the AI Boom
(43:21) - A Warning about Model Welfare
(57:28) - Ken Griffindor School of Market Wizardry
(01:08:24) - Ali Golshan, Nvidia’s senior director of AI software and a former Gretel founder, discusses his work on AI security, safety, and infrastructure. He explains how the open-source OpenShell project, formal verification, and hardware-level controls can provide a trusted, full-stack environment for monitoring and containing autonomous AI agents.
(01:20:43) - Mike Intrator, co-founder and CEO of AI cloud provider CoreWeave, discusses the company’s evolution beyond GPU infrastructure into a comprehensive AI cloud platform. He highlights CoreWeave’s new Forge product, the long-term utility of GPUs, potential industry consolidation, and the economics of compute capacity and data-center planning.
(01:36:10) - Vlad Tenev discusses Robinhood’s expansion into AI-powered trading, including autonomous agents, third-party financial data, and safeguards designed to give everyday investors “a hedge fund in their pocket.” The Robinhood co-founder and CEO also covers social investing, prediction markets, new trading products, and AI’s broader impact on financial markets.
(01:54:10) - Pari Singh discusses Flow Engineering’s $50 million fundraise at a $750 million valuation and its plans to invest heavily in AI-powered hardware engineering. He explains how Flow uses AI to continuously verify complex designs, manage regulatory requirements, and accelerate collaboration across engineering teams and suppliers.
(02:04:26) - Minna Song discusses EliseAI’s rapid growth, including raising $350 million, surpassing $200 million in annual recurring revenue, and serving 20% of the U.S. apartment market. The co-founder and CEO explains how the company drives AI adoption and develops shared technology for the large housing and healthcare sectors.
(02:11:00) - Dev Ittycheria discusses returning as MongoDB’s interim president and CEO, the company’s strong outlook, and his journey as a founder, investor, and technology executive. He also shares insights on AI talent wars, open-source business models, corporate governance, and the importance of clear strategy, strong teams, and a candid culture.
(02:32:43) - Daragh Murphy discusses Imprint, the fintech company he co-founded and leads as CEO, which provides co-branded credit cards and payment infrastructure for major brands such as Kroger and Shell. He explains Imprint’s partnership model, credit-card economics, and how AI agents and bank-account payments could challenge traditional card networks and interchange fees.
(02:39:54) - Noah Friedman discusses OuterSignal, his customer-intelligence and personalization platform, following its $22 million Series A. He explains how richer, real-time customer profiles help brands personalize marketing, improve retail and product strategies, and create more relevant consumer experiences.
OpenAI DevDay | Sam Altman, Alexander Embiricos, Andrew Ambrosino, Peter Steinberger, Tibo Sottiaux, Kath Korevec, Casey Neistat
29 sept. 2026
02:05:14
(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.
Cambridge AI Safety Plan, Instinct CEO on Invest Like the Best, Zuck Hires MongoDB CEO | Diet TBPN
29 sept. 2026
00:29:58
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/
Dario Goes From SNL to White House, Some Personal Agent News, Mongo Got Zucked | Lo Toney, Zack London, Anish Acharya, Evan Conrad, Gstaad Guy
28 sept. 2026
02:46:07
(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.
Microsoft to Take On Muse, Trump & Xi Dinner, The Mansion Section | Diet TBPN
25 sept. 2026
00:30:59
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/
4 Tech Arguments (Number 3 Will Shock You), Mansion Section, John Arnold Joins | Viswa Colluru, Jake Adler, Adam Korsunsky
25 sept. 2026
02:12:11
(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.
Meta Connect 2026, OpenAI’s Australia ‘Incident,’ Bentley’s New EV | Diet TBPN
24 sept. 2026
00:31:43
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/
Meta Connect Reactions, Zuck's Beer Pong Controversy, New Bentley EV | Shalev Lifshitz & Romi Lifshitz, Leif Abraham, Diogo Almeida, Hooman Reza Nezhad, Jordan Nanos, Erika Alden DeBenedictis
24 sept. 2026
02:02:27
(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.
Jensen’s Ezra Interview, EV News, Nathan Fielder’s Elizabeth Holmes Doc | Diet TBPN
24 sept. 2026
00:29:05
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/