TBPN

Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after.
Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella.
TBPN is made possible by:
Ramp - https://ramp.com
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

(01:18) - 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.

(02:15:04) - Mansion Section p.2

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

(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.

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