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TBPN

John Coogan & Jordi Hays
TBPN
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  • Who Is Soham Parekh? Erebor News Leaks, Microsoft Scales Back AI Chip Plans and Cuts 9,000 Jobs, Sam Altman Slams Meta’s AI Talent Poaching | Deedy Das, Emily Sundberg, Mert Mumtaz, Zak Kukoff, John Kim, Amit Jain
    (01:35) - Top Stories (38:42) - Crypto Bank Erebor Rises from SVB Ashes (46:12) - Microsoft Scales Back AI Chip Plans (54:11) - Sam Altman Slams Meta (57:40) - Deedy Das, a principal at Menlo Ventures, has a background in engineering and product leadership, including roles at Google and Facebook, and was a founding team member at Glean. In the conversation, he discusses his transition from engineering to venture capital, emphasizing the value of technical expertise in investing, and highlights his focus on early-stage investments in AI/ML, next-generation infrastructure, and enterprise software. (01:28:56) - Emily Sundberg is a New York-based writer and director, best known for her daily business newsletter, *Feed Me*, which has garnered a dedicated readership of around 60,000 subscribers. In the conversation, she discusses her journey from launching *Feed Me* during the COVID-19 pandemic to its current success, emphasizing the importance of authentic storytelling and community building in the digital age. She also highlights the evolving media landscape, noting how independent creators are reshaping traditional journalism by fostering direct engagement with their audiences. (02:01:28) - Mert Mumtaz, CEO of Helius Labs and a prominent advocate for Solana, discusses the emergence of tokenized private company shares on blockchain platforms, highlighting initiatives by Republic and Robinhood. He notes that Republic's offering involves mirrored assets with a $5,000 investment cap and a one-year lock-up period, while Robinhood plans to launch on Arbitrum before transitioning to its own optimized chain, emphasizing the importance of regulatory compliance and the potential for increased competition in the space. Mumtaz also addresses the challenges of integrating real-world assets on-chain, underscoring the need for clear regulatory frameworks and the ability to implement controls within decentralized finance to manage market risks effectively. (02:18:19) - Zak Kukoff, Chair of the Tech and Venture Practice at Lewis-Burke Associates, has a background in venture capital and entrepreneurship, including founding and selling an education technology company. In the conversation, he discusses his Jaeger-LeCoultre Reverso watch, a gift from his family for his 30th birthday, highlighting its significance during a period when he and his wife were in different time zones. He also provides insights into recent political developments in Washington, D.C., focusing on the challenges faced by Congress due to a major storm that disrupted travel, affecting members' ability to vote on critical legislation. (02:27:23) - John Kim, co-founder and CEO of Paraform, a recruiting platform, discusses the company's recent $20 million Series A funding led by Felicis, bringing their total funding to $25 million. He explains that Paraform connects companies with specialized recruiters to fill critical roles, emphasizing the increasing importance of recruiters in the evolving tech landscape. Kim also highlights the growing demand for forward-deployed engineers and the role of AI in enhancing, rather than replacing, human recruiters. (02:43:19) - Amit Jain, co-founder and CEO of Luma AI, discusses the development of multimodal models that integrate audio, video, language, and images to advance beyond current large language models. He highlights Luma's video generation models, which are being utilized by Hollywood, advertising agencies, and individual creators, serving tens of millions of users. Jain also addresses the transformative impact of AI on industries like Hollywood and advertising, emphasizing the need for adaptation to rapidly evolving AI technologies. (03:10:58) - Who Is Soham Parekh? Timeline in Turmoil! TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive
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  • Apple Looks to Anthropic and OpenAI for Siri Upgrade, Senate Passes Trump's Megabill | Zak Kukoff, SWYX, Matthew Prince, Luca Netz, Julia Steinberg, Joel Hron, Mackenzie Burnett
    (02:32) - Apple Looks to Anthropic and OpenAI for Siri Upgrade (04:06) - Senate Passes Trump's Megabill (08:46) - Grammarly Acquires Superhuman (12:08) - Amazon on the Cusp of More Robots Than Humans in Factories (15:20) - Microsoft's AI Diagnoses Beat Doctors (19:31) - Apple Eyes Anthropic, OpenAI to Power New Siri (49:01) - Timeline Reactions (57:02) - Zak Kukoff, a Washington correspondent, discusses the Senate's recent removal of a proposed 10-year moratorium on state-level AI regulation from President Trump's comprehensive tax and spending bill. He highlights the bipartisan opposition to the moratorium, noting that Senator Marsha Blackburn of Tennessee led the amendment to eliminate it, emphasizing the need for states to protect their citizens in the absence of comprehensive federal legislation. Kukoff also touches on the broader implications of the bill, including potential Medicaid cuts and the political dynamics surrounding its passage. (01:12:41) - Shawn Wang, also known as Swyx, is a developer experience leader and angel investor who has led developer tooling at AWS, Two Sigma, and three devtool unicorns (Netlify, Temporal, Airbyte). He is the founder of Smol AI, which produces AI News, a widely read AI industry newsletter. In the conversation, he discusses Meta's aggressive recruitment of AI talent, the resilience of OpenAI despite key departures, and the evolving landscape of AI development, emphasizing the strategic shifts companies are making to stay competitive. (01:31:30) - Matthew Prince, co-founder and CEO of Cloudflare, discusses the challenges publishers face as AI-generated summaries reduce traditional search traffic, threatening their business models. To address this, Cloudflare is developing tools to prevent unauthorized content scraping and aims to establish a system where AI companies compensate content creators fairly. Prince emphasizes the need for a balanced approach that rewards original content while fostering a sustainable digital ecosystem. (02:03:25) - Luca Netz, CEO of Pudgy Penguins, discusses the transformative potential of stablecoins in driving mainstream crypto adoption, emphasizing their role in enabling consumer-friendly applications beyond speculative investments. He highlights the importance of blockchain's censorship-resistant payment systems in reducing transaction costs and barriers, particularly for entrepreneurs facing challenges with traditional financial intermediaries. Netz also shares insights into leveraging community incentives to achieve significant retail success, exemplified by Pudgy Penguins' strategic product launches and partnerships with major retailers. (02:19:15) - Julia Steinberg, a recent Stanford graduate and writer for *Palladium* magazine, discusses the evolving job market for elite university graduates, highlighting a shift from traditional high-status roles to positions in venture capital and entrepreneurship. She observes that the proliferation of AI technologies is rendering certain careers obsolete, leading to a sense of economic nihilism among her peers. Steinberg also notes a paradox where students feel entitled to prestigious jobs yet are unwilling to pursue roles they perceive as less elite, contributing to underemployment and dissatisfaction. (02:33:12) - Joel Hron, Chief Technology Officer at Thomson Reuters, discusses the company's integration of artificial intelligence across its services, emphasizing the legal industry's rapid adoption of AI technologies. He highlights the use of Retrieval Augmented Generation (RAG) to ground large language models with reliable content, reducing errors and enhancing accuracy. Hron also underscores the importance of human expertise in developing AI solutions, ensuring they meet the high standards expected by professionals. (02:46:37) - Mackenzie Burnett, CEO and co-founder of Ambrook, a financial management software company for American family-run businesses, discusses the company's mission to enhance profitability and resilience in agriculture by providing comprehensive financial tools tailored for farmers and ranchers. She highlights the challenges faced by producers, such as managing complex financial records and accessing capital, and explains how Ambrook's platform addresses these issues by offering accounting, payments, banking, and card services designed for those who spend more time in the field than the office. Burnett also announces Ambrook's recent $26.1 million Series A funding led by Thrive Capital, emphasizing the company's commitment to supporting sustainable and resilient farming practices. TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive
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  • OpenAI Responds to Meta Offers, Meta's Secret List, Apple Scores Big With 'F1' | Will Brown, Will O'Brien, Kylie Robison, Joshua Meier, John Glasgow, Tom Lee
    (01:28:55) - Will Brown discusses Meta's recent aggressive recruitment of top AI talent, including former OpenAI researchers, to bolster its AI capabilities. He highlights Meta's strategic investments, such as the $14.3 billion stake in Scale AI, and the formation of the 'Superintelligence' team led by Alexandr Wang, aiming to advance artificial general intelligence (AGI). Brown also touches on the competitive landscape, noting Meta's substantial financial incentives to attract leading AI researchers and the broader implications for the AI industry. (01:59:25) - Will O'Brien, co-founder of Ulysses Ecosystem Engineering, discusses his company's development of autonomous surface and underwater vehicles designed to perform critical ocean tasks, such as seagrass restoration, at a fraction of the traditional cost. He explains how these vehicles can autonomously plant seagrass seeds, significantly accelerating restoration efforts compared to manual methods. O'Brien also highlights the broader applications of their technology, including maritime security and infrastructure projects, emphasizing the need for affordable, scalable solutions to address various challenges in ocean operations. (02:21:13) - Kylie Robison is a senior correspondent at WIRED, covering the business of artificial intelligence; she previously reported for The Verge, Fortune, and Business Insider. In the conversation, she discusses her recent reporting on OpenAI's decision not to release a research paper defining AGI, allegedly due to concerns over its Microsoft partnership, and the tension surrounding Meta's recruitment of OpenAI researchers, including a memo from OpenAI executive Mark Chen accusing Meta of "robbing our home." (02:31:32) - Joshua Meier, a leader in AI-driven drug discovery, discusses Chai Discovery's new foundation model, Chi2, which significantly improves antibody sequence generation, achieving success rates of up to 20%, thereby reducing the need for extensive lab testing. He highlights the potential of Chi2 to expedite drug development and enable the creation of novel therapies, emphasizing the importance of agility in the rapidly evolving biotech landscape. Meier also envisions a future where AI models can design personalized medicines, though he acknowledges the challenges in predicting the pace of technological advancements. (02:40:09) - John Glasgow, CEO and Founder of Campfire, discusses his journey from experiencing the limitations of legacy ERP systems firsthand to founding Campfire, an AI-native ERP platform designed to modernize finance and accounting processes. He highlights the company's recent $35 million Series A funding led by Accel, emphasizing plans to enhance product development and expand market reach. Glasgow also elaborates on Campfire's innovative use of AI to automate tasks, improve financial insights, and streamline operations for businesses of various sizes. (02:51:37) - 02:55:35 Tom Lee, founder of Fundstrat and Chief Investment Officer of Fundstrat Capital, has been appointed Chairman of BitMine Immersion Technologies. In this role, he discusses BitMine's $250 million private placement aimed at adopting Ethereum (ETH) as its primary treasury reserve asset, highlighting the strategic importance of Ethereum's ecosystem, particularly in relation to the growth of stablecoins. Lee emphasizes that this move positions BitMine to leverage Ethereum's protocol-level activities, such as staking and decentralized finance mechanisms, to enhance the company's treasury operations. TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive
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    3:11:49
  • Weekly Recap: Tesla Robotaxi, Mr. Beast's AI Tool, Yacine, The Social Network 2, Neuralink Update
    (00:03) - Tesla Robotaxi (08:55) - The Social Network 2 In Development (13:05) - Yacine (Former Software Engineer at X) (41:47) - Iran Launches Attack on US Base in Qatar (45:28) - Mike Gallagher (Palantir) (01:16:24) - Hims & Hers Stock Crash (01:26:55) - Crémieux (Writer) (01:43:51) - Potential Shell-BP Deal Shakes Markets (02:00:22) - FedEx Founder Dies at 80 (02:10:41) - Mr. Beast's AI Tool Drama (02:17:26) - DJ Seo (Neuralink Co-founder) TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.comFin - https://fin.ai/Follow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive
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  • S&P 500 at Historic Highs, Neuralink Update | DJ Seo, Tejpaul Bhatia, Tomasz Tunguz, Kendrick Nguyen, Kirsten Green
    (04:10) - S&P 500 at Historic Highs (07:36) - Timeline (14:10) - Paris Hilton Buys Mark Wahlberg's Mega Mansion After Losing Malibu Home (17:15) - Mr. Beast Backs Down After AI Thumbnail Drama (26:45) - DJ Seo, a founding member and implant engineer at Neuralink, discusses the company's progress in developing brain-computer interfaces, highlighting that their technology has already positively impacted seven human participants. He outlines the next milestones, including scaling the technology to thousands, eventually millions, of users and expanding functionalities beyond movement to speech, vision, and inner thoughts. Additionally, he emphasizes Neuralink's ultimate goal of understanding and unlocking the mysteries of the human mind. (01:01:06) - Tejpaul Bhatia, CEO of Axiom Space, brings over 25 years of experience in startups and strategic leadership, including roles at Google and as a founder of three investor-backed startups. In the conversation, he discusses Axiom's plans to build the world's first commercial space station, the potential of orbital data centers, and the commercialization of microgravity research and manufacturing. He emphasizes the importance of reducing costs and increasing accessibility to space, drawing parallels to the evolution of cloud computing and its impact on startups. (01:28:02) - Tomasz Tunguz, founder and general partner of Theory Ventures, discusses his firm's focus on concentrated investments in early-stage AI and blockchain companies, emphasizing a thesis-driven approach to identify technological discontinuities that provide go-to-market advantages. He highlights the importance of building a venture firm that thrives in varying capital market environments by maintaining a small portfolio and dedicating significant resources to support each company through market fluctuations. Additionally, Tunguz explores the evolving landscape of AI, noting the shift from structured to unstructured data and the potential for AI to transform industries by automating tasks and enhancing productivity. (02:02:18) - Kendrick Nguyen, co-founder and CEO of Republic, a platform democratizing private investments, discusses the launch of a token providing performance benchmarked to SpaceX. This initiative aims to fractionalize assets, allowing everyday investors to gain exposure to companies like SpaceX without direct ownership. Nguyen emphasizes that this financial product is an obligation of Republic, ensuring investors receive comparable economic returns upon a liquidity event, while acknowledging potential controversies and the evolving legal framework surrounding such innovations. (02:15:24) - Kirsten Green, founder and managing partner of Forerunner Ventures, discusses the rapid evolution of consumer AI, emphasizing the importance of building products that resonate with users amidst the swift advancements in technology. She highlights the necessity for startups to carve out unique spaces that large companies may overlook, focusing on specialized areas requiring dedicated attention and expertise. Green also underscores the significance of being first to market, noting that early movers can establish strong positions by leveraging new technologies to create compelling consumer experiences. (02:42:35) - Timeline TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive
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About TBPN

Technology's daily show (formerly the Technology Brothers Podcast). Streaming live on X and YouTube from 12 - 3 PM PST Monday - Friday. Available on X, Apple, Spotify, and YouTube.
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