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

• (02:14) - $AAPL + $PLTR Earnings
• (05:28) - Value of a Search
• (13:08) - Grok Bot Breaks the Bank
• (16:55) - 𝕏 Timeline Reactions
• (25:37) - Harley Finkelstein, Shopify’s president, discusses the company’s strong Q3 results, major brand migrations, and the growing role of AI-powered commerce. He explains how shopping agents can improve product discovery and purchasing while urging merchants to provide detailed product information ahead of Black Friday and Cyber Monday.
• (40:41) - Bridgit Mendler is the co-founder and CEO of Northwood Space, an aerospace startup building next-generation ground stations and antennas to improve communication between Earth and satellites. Previously a Disney Channel actress and singer best known for Good Luck Charlie, she earned a master's degree from MIT and a law degree from Harvard. Her company recently raised $375 million at a $2 billion valuation, with backing from Andreessen Horowitz and DFJ Growth.
• (51:14) - Dylan Patel, Max Kan & Andrew Megalaa. Dylan Patel is the founder, CEO, and chief analyst of SemiAnalysis, a leading research firm covering semiconductors, AI infrastructure, and data center economics. He is known for his detailed analysis of NVIDIA, advanced chip manufacturing, AI compute clusters, and the economics of training and running frontier AI models. Max Kan is an analyst at SemiAnalysis and co-lead of its Tokenomics research team, where he models the economics of AI inference, token pricing, and future demand for AI hardware. He previously worked in strategy and product at Jane Street and co-founded Habitat, a reinforcement-learning environments startup. Andrew Megalaa is a researcher at SemiAnalysis focused on AI tokenomics, inference economics, and frontier model performance. Alongside Max Kan and Dylan Patel, he has published research comparing AI subscription economics and developing GDPx, a benchmark measuring AI capabilities across economically valuable fields such as software engineering, finance, cybersecurity, and chip design.
• (01:17:24) - 𝕏 Timeline Reactions

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

• (00:21) - Joe Weisenthal is a Bloomberg financial journalist and co-host of the *Odd Lots* podcast. Joe Weisenthal discusses the midterm elections, prediction markets, the resilience of American consumers, and whether AI investment can deliver meaningful productivity gains and returns.
• (22:40) - Emily Sundberg, founder of the business-and-culture newsletter Feed Me, discusses its growth from a side project into an independent media company with podcasts, events, merchandise, and a production deal with Higher Ground. She also shares her views on AI’s influence, Substack’s increasingly crowded market, independent media economics, and her enthusiasm for New York’s holiday season.
• (40:10) - Ryan Serhant discusses expanding his media-driven real estate brokerage into competitive markets, using social content and technology to generate leads and improve the customer experience. The prominent real estate entrepreneur also examines housing affordability, limited inventory, AI-generated listings, emerging luxury buyers, and the future of major markets such as New York, San Francisco, and Los Angeles.
• (01:07:20) - Anthropic Q3 Revenue
• (01:08:25) - Europe's Fridge Hacking Scare
• (01:11:01) - Timeline Reactions
• (01:18:56) - Lynn Martin, president of the New York Stock Exchange, discusses market uncertainty, blockchain-based modernization, tokenization, cybersecurity, prediction markets, and the continued appeal of U.S. capital markets. She also highlights the NYSE’s planned expansion to 23-hour trading and emphasizes combining human judgment with advanced technology to improve market efficiency and integrity.

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

• (00:10) - Warren Buffett & Charlie Munger LIVE on TBPN 🎃
• (09:01) - Binance Faces $6.3B Hack Fallout
• (15:09) - Intel Stock Crashes
• (17:35) - Polymarket Hit by Wallet Breach
• (19:36) - WSJ Mansion Section
• (23:29) - Darren Rovell discusses his passion for sports, business, and historical collectibles, drawing on his expertise as a collector and entrepreneur. He explores rare Warren Buffett memorabilia, autograph values, shipping risks, preservation strategies, and the booming market for high-end items such as sports cards, jerseys, and dinosaur fossils.
• (53:26) - Will Manidis discusses *Commanding Heights*, his new book co-authored with Joe Roberts, which examines how rapidly advancing AI could reshape national power, currencies, financial markets, businesses, and labor. He argues that the United States and China may dominate frontier AI, global transactions could increasingly rely on the dollar, and firms positioned to benefit from scaling intelligence—such as Meta—could gain significant advantages.
• (01:11:42) - 𝕏 Timeline Reactions
• (01:31:51) - David Senra is the creator and host of Founders, a popular business podcast where he studies the biographies of history’s greatest entrepreneurs, including Steve Jobs, John D. Rockefeller, and Estée Lauder. Through hundreds of episodes, he explores the habits, strategies, and philosophies behind building enduring companies, with a particular focus on founder psychology and the lessons of business history. He also launched a second podcast, David Senra, featuring long-form interviews with living founders and business leaders such as Daniel Ek, Michael Dell, and Jimmy Iovine.

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

• (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.

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

• (00:31) - 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.

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

• (01:47) - Anduril Laptop
• (17:16) - Apple Unveils New Macbook Pro
• (21:12) - 𝕏 Timeline Reactions
• (22:54) - OpenAI Announces Three New Discoveries
• (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.
• (02:02:40) - 𝕏 Timeline Reactions

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

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

Sign up for TBPN’s daily newsletter at TBPN.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

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

• (01:17) - 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.
• (02:31:26) - 𝕏 Timeline Reactions

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

• (01:30) - 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.
• (01:40:35) - WSJ Mansion Section
• (01:43:02) - Genetically Engineered Military Dogs

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

• (00:36) - 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.
• (01:42:54) - iPhone Duo Early Reactions

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