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.

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ElevenLabs - https://elevenlabs.io

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https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235
https://www.youtube.com/@TBPNLive

This is our full interview with Dylan Field, recorded live on TBPN.
We discuss Figma’s growth, the rise of Figma Make,  the shift from linear coding to a visual-first product loop, why taste becomes the real moat in an agent-driven world,  and why design is the ultimate differentiator in 2026.
TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays from 11–2 PT on X and YouTube, with full episodes posted to podcast platforms immediately after.
Described by The New York Times as “Silicon Valley’s newest obsession,” TBPN has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella.

Sign up for TBPN’s daily newsletter at TBPN.com

(00:59) - We're Cancelling the the SaaSpocalypse

(16:47) - 𝕏 Timeline Reactions

(38:37) - Palantir Jet Costs $17M Annually

(46:16) - WBD x Netflix Bid Update

(59:21) - eBay to Buy Depop

(01:01:42) - 𝕏 Timeline Reactions

(01:16:56) - Elite Lawyer Fees Hit Record Highs

(01:22:30) - Older Consumers Drive 2026 Growth

(01:27:24) - 𝕏 Timeline Reactions

(01:41:51) - Sigil Wen discusses his concept of Web 4.0, envisioning an Internet where AI acts as the end user, capable of autonomously performing tasks and making payments without human intervention. He introduces the "automaton," a self-sufficient AI model that can self-edit its code, manage its own compute resources, and generate income to sustain its operations. Wen emphasizes the importance of building this new Internet openly to ensure safety and transparency as AI becomes increasingly integrated into digital ecosystems.

(01:59:33) - Saagar Enjeti is an American journalist and political commentator, best known as the co-host of the independent news program "Breaking Points" alongside Krystal Ball. In the conversation, Enjeti discusses the impact of social media and technology on children, emphasizing the addictive nature of devices like iPads and the challenges parents face in regulating screen time. He highlights the importance of setting boundaries and the potential benefits of government regulation to mitigate the negative effects of technology on youth.

(02:33:04) - Dylan Field, co-founder and CEO of Figma, a web-based vector graphics editing software company, discusses the company's impressive 2025 performance, highlighting a 40% year-over-year revenue growth to $1.046 billion and the successful launch of four new products, including Figma Make, an AI-powered prototyping tool. He emphasizes the importance of design in product development and the role of AI in enhancing creativity, noting that 60% of Figma Make users are non-designers, reflecting the platform's accessibility and broad appeal. Field also shares insights on the evolving design landscape, expressing excitement about increased innovation and diversity in digital product aesthetics and user experiences.

(02:54:04) - Peter Morales, CEO of Code Metal, discusses his journey from defense and AI research to founding the company, highlighting his work on AI algorithms for the F-35 fighter jet and at MIT Lincoln Laboratory. He explains Code Metal's mission to automate the translation of high-level code into hardware-optimized, production-ready code, addressing challenges in deploying AI on edge devices. Morales also announces a $125 million Series B funding round and the appointment of Ryan, former CEO of Tableau, as President and COO to support the company's growth.

(03:03:02) - Erik Palitsch, CEO and Co-Founder of Freeform, discusses the company's development of Skyfall, an advanced laser melting platform, and their recent $67 million Series B funding led by Linz Capital, with participation from NVIDIA, Founders Fund, Threshold, and Two Sigma Ventures. He highlights the growing demand across various sectors, emphasizing the importance of flexible manufacturing in today's geopolitical climate and the acceleration of product design driven by AI advancements. Palitsch also notes that Freeform is currently producing mission-critical parts for multiple frontier programs and plans to expand their team significantly over the next year.

(03:12:11) - Ljubisa Bajic, a seasoned chip designer and CEO of Taalas, discusses his company's innovative approach to AI hardware by embedding AI models directly into silicon, resulting in ultra-fast, cost-effective responses. This method sacrifices flexibility for performance, enabling immediate, large-scale outputs at minimal cost. Bajic also highlights the simplicity and efficiency of their chips, which integrate seamlessly into standard servers without the need for complex cooling systems or high-speed I/O, making advanced AI capabilities more accessible and affordable.

(03:21:36) - 𝕏 Timeline Reactions

TBPN.com is made possible by:
Ramp - https://Ramp.com

AppLovin - https://axon.ai

Cisco - https://www.cisco.com

Cognition - https://cognition.ai

Console - https://console.com

CrowdStrike - https://crowdstrike.com

ElevenLabs - https://elevenlabs.io

Figma - https://figma.com

Fin - https://fin.ai

Gemini - https://gemini.google.com

Graphite - https://graphite.com

Gusto - https://gusto.com/tbpn

Kalshi - https://kalshi.com

Labelbox - https://labelbox.com

Lambda - https://lambda.ai

Linear - https://linear.app

MongoDB - https://mongodb.com

NYSE - https://nyse.com

Okta - https://www.okta.com

Phantom - https://phantom.com/cash

Plaid - https://plaid.com

Public - https://public.com

Railway - https://railway.com

Restream - https://restream.io

Sentry - https://sentry.io

Shopify - https://shopify.com/tbpn

Turbopuffer - https://turbopuffer.com

Vanta - https://vanta.com

Vibe - https://vibe.co

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

AppLovin - https://axon.ai

Cisco - https://www.cisco.com

Cognition - https://cognition.ai

Console - https://console.com

CrowdStrike - https://crowdstrike.com

ElevenLabs - https://elevenlabs.io

Figma - https://figma.com

Fin - https://fin.ai

Gemini - https://gemini.google.com

Graphite - https://graphite.com

Gusto - https://gusto.com/tbpn

Kalshi - https://kalshi.com

Labelbox - https://labelbox.com

Lambda - https://lambda.ai

Linear - https://linear.app

MongoDB - https://mongodb.com

NYSE - https://nyse.com

Okta - https://www.okta.com

Phantom - https://phantom.com/cash

Plaid - https://plaid.com

Public - https://public.com

Railway - https://railway.com

Restream - https://restream.io

Sentry - https://sentry.io

Shopify - https://shopify.com/tbpn

Turbopuffer - https://turbopuffer.com

Vanta - https://vanta.com

Vibe - https://vibe.co

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

Sign up for TBPN’s daily newsletter at TBPN.com

(04:28) - Neo Lab Market Map

(25:53) - 5 Fixes to Explode LLM Adoption

(42:05) - 𝕏 Timeline Reactions

(56:39) - Oil Tycoon Teams with Rockefellers

(59:32) - 𝕏 Timeline Reactions

(01:31:33) - Blake Dodge, a journalist at Pirate Wires, transitioned from investigative reporting at Business Insider to focus on optimistic tech narratives. She discusses California's proposed wealth tax, highlighting billionaire departures due to concerns over the tax's retroactive nature and its impact on business. Dodge also emphasizes the importance of tech leaders engaging in visible public works to foster goodwill amid growing inequality.

(01:46:50) - Fredrik deBoer, a writer and former academic, now authors a Substack newsletter and writes books, enjoying the independence of self-publishing. He discusses his skepticism toward exaggerated claims about AI's imminent impact on the economy, highlighting the inconsistency between dire predictions and the reluctance of AI proponents to commit to specific, measurable outcomes. To challenge these assertions, deBoer proposed a wager with blogger Scott Alexander, betting that in three years, economic indicators would remain within normal ranges, thereby questioning the narrative of an impending AI-driven economic upheaval.

(02:05:00) - Sohail Prasad, Founder and CEO of Destiny (D/XYZ), previously founded Forge, a private securities marketplace that went public in 2022. He discusses the creation of Destiny Tech100, a closed-end fund listed on the NYSE under ticker DXYZ, designed to provide public investors access to private technology companies. Prasad explains the fund's structure, investment strategy, and recent investments, including a $100 million secondary purchase in Anthropic.

(02:17:25) - Travis Brashears, co-founder and CEO of Mesh Optical Technologies, has a background in laser technology from high school through his tenure at SpaceX, where he contributed to the development of space laser communication systems. In the conversation, he discusses Mesh Optical's first product—a pluggable transceiver designed to enhance GPU cluster connectivity within data centers by eliminating power-hungry components, thereby improving efficiency. He also highlights the company's commitment to U.S.-based manufacturing, aiming to scale production to millions of units by 2027 to meet the growing demand for optical interconnects in AI data centers.

(02:28:18) - Evan Spiegel, co-founder and CEO of Snap Inc., discusses the implementation of safeguards in generative video features to prevent misuse, the expansion of Snapchat's developer ecosystem with over 400,000 developers creating lenses, and the potential of tools like Easy Lens to democratize lens creation through prompts. He also highlights the contrast between user-generated content and AI-generated content, emphasizing the importance of authentic, original content in driving engagement.

TBPN.com is made possible by:
Ramp - https://Ramp.com

AppLovin - https://axon.ai

Cisco - https://www.cisco.com

Cognition - https://cognition.ai

Console - https://console.com

CrowdStrike - https://crowdstrike.com

ElevenLabs - https://elevenlabs.io

Figma - https://figma.com

Fin - https://fin.ai

Gemini - https://gemini.google.com

Graphite - https://graphite.com

Gusto - https://gusto.com/tbpn

Kalshi - https://kalshi.com

Labelbox - https://labelbox.com

Lambda - https://lambda.ai

Linear - https://linear.app

MongoDB - https://mongodb.com

NYSE - https://nyse.com

Okta - https://www.okta.com

Phantom - https://phantom.com/cash

Plaid - https://plaid.com

Public - https://public.com

Railway - https://railway.com

Restream - https://restream.io

Sentry - https://sentry.io

Shopify - https://shopify.com/tbpn

Turbopuffer - https://turbopuffer.com

Vanta - https://vanta.com

Vibe - https://vibe.co

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