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TBPN

John Coogan & Jordi Hays
TBPN
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  • Meta Connect Recap, 𝕏 Timeline Reactions | Louis Mosley, Brendan Foody, Darren Mowry, Kayvon Beykpour, Mukund Jha, Noah Löfquist, Dan Lahav, Ben Milne
    (00:30) - Meta Connect Reactions (05:25) - The Timeline Reacts to Meta Connect (40:13) - 𝕏 Timeline Reactions (47:51) - Louis Mosley, head of Palantir's UK and European operations, discusses the company's first billion-dollar deal outside the U.S. with the UK Ministry of Defense, marking a significant milestone. He highlights Palantir's $2 billion investment in the UK over the next five years, including the creation of 350 new jobs and establishing London as the European defense headquarters. Mosley emphasizes the UK's unique talent pool and the importance of interoperability among Western allies, drawing lessons from the war in Ukraine. (57:48) - 𝕏 Timeline Reactions (01:14:46) - Brendan Foody, CEO and co-founder of Mercor, discusses the company's rapid growth from a $1 million to a $500 million revenue run rate in 17 months, attributing this success to their AI-driven platform that connects specialized global talent with AI development opportunities. He highlights the shift in AI model evaluation from academic benchmarks to professional domains, emphasizing the need for human-defined success criteria to train models effectively. Foody also touches on the importance of staying at the frontier of AI advancements and the challenges of predicting future demand in a rapidly evolving industry. (01:31:08) - Darren Mowry, Managing Director for North America at Google Cloud, discusses the rapid evolution of AI and its impact on startups, highlighting the increased demand for AI infrastructure and the swift consumption of Google Cloud credits by startups. He emphasizes Google's commitment to supporting these startups through advanced AI models like Gemini and partnerships with companies such as Anthropic and Meta, enabling seamless integration and innovation. Mowry also notes the significance of Google's AI Builders Summit, bringing together founders and builders to explore AI's transformative role across various industries. (01:38:14) - Kayvon Beykpour, co-founder of Periscope and former Twitter product leader, discusses the evolution of Periscope from its initial concept as "Bounty," a platform for requesting photos from specific locations, to its transformation into a live video streaming service. He highlights the challenges of building a live-focused social network and emphasizes the importance of integrating live streaming features into existing platforms. Beykpour also introduces his new venture, Macroscope, an AI-powered tool designed to help developers and product managers understand codebases, track changes, and identify bugs, aiming to enhance productivity and reduce time spent in meetings. (02:02:37) - Mukund Jha, co-founder and CEO of Emergent, discusses the company's AI-powered platform that enables non-technical users to transform ideas into fully functional, production-ready applications. Since its launch three months ago, Emergent has attracted over a million users who have built more than 1.5 million apps, with a significant portion being monetizable. Jha highlights the platform's unique ability to support web, mobile, and backend development in one integrated system, catering to a diverse user base from business owners digitizing their operations to entrepreneurs launching startups. (02:08:57) - 𝕏 Timeline Reactions (02:19:23) - Noah Löfquist discusses his work on developing computer use agents—software designed to automate tasks by training foundation models to operate computers like humans. He emphasizes the importance of high-quality data, noting that much of it can be synthetically generated, and highlights the initial focus on automating monotonous tasks such as managing emails and scheduling. Lfquist envisions a future where these agents seamlessly integrate structured outputs and APIs to efficiently perform a wide range of computer-based activities. (02:24:13) - 𝕏 Timeline Reactions (02:31:24) - Dan Lahav is the co-founder and CEO of Irregular, an AI security company that recently emerged from stealth with $80 million in funding. In the conversation, Lahav discusses Irregular's mission to collaborate with leading AI labs like OpenAI and Anthropic to proactively identify and mitigate potential security threats posed by advanced AI models. He emphasizes the importance of developing high-fidelity simulations to test AI systems under various scenarios, aiming to build the next generation of defenses ahead of potential attacks. (02:39:58) - Ben Milne, founder and CEO of Brale, has been a fintech innovator for over a decade, previously establishing Dwolla. In the conversation, he discusses Brale's mission to simplify stablecoin creation, reducing the process from a costly, lengthy endeavor to an affordable, rapid one, enabling businesses to launch custom stablecoins efficiently. Milne emphasizes the benefits of stablecoins in reducing costs, generating revenue, and offering customization, while ensuring interoperability across various blockchain platforms. 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.devRestream - https://restream.ioProfound - https://tryprofound.comJulius AI - https://julius.aiturbopuffer - https://turbopuffer.comfal - https://fal.aiPrivy - https://www.privy.ioCognition - https://cognition.aiFollow 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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  • LIVE from Meta | Zuck, Boz, James Cameron, Alex Wang & more
    (00:00) - Live from Meta Connect (01:26:51) - Chris Cox, Meta's Chief Product Officer, leads the development of core applications like Facebook, Instagram, WhatsApp, Messenger, and Threads, as well as overseeing the company's AI and privacy initiatives. (01:38:16) - Adam Mosseri, the Head of Instagram, discusses the platform's evolution from simple square photos to incorporating videos, stories, and direct messaging, emphasizing the need to adapt to user preferences to remain relevant. (01:45:21) - Connor Hayes discusses Threads' rapid growth, noting it has surpassed 400 million monthly active users, and highlights its global reach. (01:51:31) - Roberto Nickson discusses his enthusiasm for the Meta Ray-Ban smart glasses, highlighting the natural feel of the electromyography band and its potential as a creator tool for capturing behind-the-scenes and point-of-view content. (01:54:01) - Alexandr Wang discusses the rapid establishment of the AI lab, emphasizing Meta's unparalleled resources and talent density, which he believes position the company to achieve superintelligence. (02:01:31) - Andrew Bosworth, Meta's Chief Technology Officer, discusses the company's advancements in augmented reality (AR) and artificial intelligence (AI), highlighting the development of Orion AR glasses and the integration of AI into wearable technology. (02:16:26) - Eva Chen, Meta's Vice President of Fashion Partnerships, discusses the integration of stylish design and advanced technology in products like the Ray-Ban Meta smart glasses, emphasizing their seamless fit into everyday fashion. (02:21:56) - Tiffany Janzen, founder of TiffinTech, discusses her excitement about Meta's product announcements at Meta Connect 2025, particularly the Meta Ray-Ban displays, highlighting their potential to revolutionize content creation by enabling instantaneous capture of organic moments. (02:28:06) - Mark Zuckerberg discusses the future of augmented reality (AR) glasses and their integration with artificial intelligence (AI). (02:39:51) - Alex Himel, Meta's Vice President of Wearables, discusses the company's latest advancements in wearable technology, including the second generation of Ray-Ban Meta glasses with improved battery life, image quality, and an AI mode for the camera. (02:46:51) - Rocco Basilico, Chief Wearables Officer at Luxottica, recounts how his passion for integrating technology with eyewear led him to proposing a collaboration that eventually resulted in the Ray-Ban Meta smart glasses. (02:52:31) - James Cameron discusses his enthusiasm for virtual reality (VR) as a medium for cinematic experiences. (03:00:46) - Vishal Shah, Vice President of the Metaverse at Meta, discusses the company's progress in developing immersive experiences, emphasizing the role of generative AI in enabling users to create virtual environments. 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.devRestream - https://restream.ioProfound - https://tryprofound.comJulius AI - https://julius.aiturbopuffer - https://turbopuffer.comfal - https://fal.ai/Privy - https://privy.ioCognition - https://cognition.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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  • Elon Doubles Down, 𝕏 Timeline Reactions | Andrew Yang, Ishan Mukherjee, Tony Holdstock, Tomer London, Andrei Serban, Tim Higgins
    (00:30) - TBPN in the WSJ (21:13) - "Daddy is very much home" says Elon (01:29:33) - Ishan Mukherjee, co-founder of Pixie Labs and former Senior Vice President of Growth at New Relic, discusses the launch of Rocks2GA, achieving $25 million in revenue, and securing major clients like Saudi Aramco. He highlights their focus on delivering ROI within 90 days through agent-based pricing and full-service deployment, differentiating from competitors like Salesforce. Mukherjee also emphasizes their lean team structure, with 25 engineers and 10 field and sales personnel, enabling rapid product development and customer integration. (01:37:00) - Tony Holdstock, co-founder and CEO of Ingest, discusses the company's recent $21 million Series A funding round led by Altimeter Capital, with continued investment from Andreessen Horowitz. He explains that Ingest offers an asynchronous execution platform enabling developers to build durable workflows as step functions, simplifying infrastructure management. Holdstock highlights the platform's applications in AI and AI agents, emphasizing its role in accelerating product iteration by abstracting complex infrastructure tasks. (01:47:20) - Tomer London, co-founder and Chief Product Officer of Gusto, leads the development and execution of the company's product vision, focusing on modernizing payroll, benefits, and compliance for small businesses. In the conversation, he discusses Gusto's new features aimed at improving cash flow for small businesses, including faster payroll processing options like next-day, same-day, and instant payroll, as well as a partnership with Paraffin to offer Payroll Bridge, a solution to help businesses meet payroll even when funds are short. He emphasizes the importance of addressing cash flow challenges to alleviate the stress small business owners face when they can't meet payroll obligations. (02:05:05) - Andrei Serban is the Founder and CEO of Console, a company that automates IT support using AI agents. In the conversation, he discusses Console's recent $23 million Series A funding led by DST Global and Thrive Capital, and explains how their AI agents integrate with organizational systems to handle tasks like password resets and access requests directly within Slack, aiming to reduce the support. (02:17:40) - Andrew Yang, an entrepreneur and former 2020 Democratic presidential candidate, is known for advocating Universal Basic Income (UBI) to address job displacement due to automation. In the conversation, he discusses his new venture, Noble Mobile, a mobile service provider aiming to reduce costs for consumers by offering unlimited data plans with potential cash-back incentives for lower usage, and highlights the ease of switching carriers using eSIM technology. (02:36:30) - Tim Higgins, a business columnist at The Wall Street Journal and former Apple beat reporter, discusses his new book, "I Wore," which explores Apple's dominance in the digital world and the challenges posed by rivals like Epic Games and Spotify. He highlights the ongoing debates over Apple's App Store policies, including the 15-30% commission, and the broader implications of antitrust scrutiny on the company's future innovations, particularly in AI. Higgins also notes the potential distractions these legal battles pose for Apple, drawing parallels to Microsoft's past antitrust issues. (02:52:40) - Alexander Embiricos, the product lead for OpenAI's Codex, discusses the recent launch of a new Codex model, highlighting its integration across various coding environments and its evolution into an AI teammate capable of independent task execution. He emphasizes the model's adaptability in dynamically adjusting response times based on query complexity and notes a significant increase in usage due to continuous improvements. Embiricos also addresses the importance of prompt engineering and the challenges in steering AI agents effectively. 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.devRestream - https://restream.ioProfound - https://tryprofound.comJulius AI - https://julius.aiturbopuffer - https://turbopuffer.comfal - https://fal.ai/Privy - privy.ioFollow 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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  • Google Gemini Strikes Back, China Hits NVIDIA on Antitrust | Bill Bishop, Pete Shadbolt, Sadi Khan, Lukas Czinger, Kyle Samani
    (00:42) - Google Gemini Strikes Back (01:59) - TBPN in the WSJ (04:31) - Google Gemini's Comeback Breakdown (36:15) - China Hits NVIDIA on Antitrust (41:42) - Bill Bishop, an entrepreneur and former media executive, is the author of the Sinocism China Newsletter, which provides expert insights into Chinese politics and economics. In the conversation, he discusses China's antitrust investigation into Nvidia, highlighting the potential for significant fines and the strategic timing of the probe amid U.S.-China trade negotiations. He also examines the complexities surrounding TikTok's operations in the U.S., emphasizing the legal challenges and geopolitical considerations influencing the platform's future. (01:01:16) - Timeline Reactions (02:30:22) - Pete Shadbolt, co-founder and Chief Scientific Officer of PsiQuantum, a quantum computing company based in the Bay Area, discusses the company's journey from academic research to securing a $1 billion funding round aimed at building large-scale quantum computers. He highlights their focus on developing a million-qubit system by leveraging semiconductor manufacturing, partnerships with entities like GlobalFoundries, and collaborations with governments in Australia and the U.S. to establish quantum computing facilities. Shadbolt emphasizes the strategic importance of quantum computing, its potential applications in fields like chemistry and materials science, and the necessity of substantial investment and innovation to overcome technical challenges and achieve practical, error-corrected quantum systems. (02:44:43) - Sadi Khan, co-founder and CEO of Aven, discusses the company's innovative home equity-backed credit card, which offers homeowners the ability to secure lower interest rates and earn 2% unlimited cash back on all transactions. By streamlining the traditionally lengthy HELOC process to just 15 minutes through advanced automation, including remote wet signatures executed by robotic arms, Aven provides a seamless and efficient borrowing experience. Khan also highlights the company's recent Series E funding and emphasizes Aven's commitment to offering the lowest cost of capital to consumers, regardless of fluctuating interest rate environments. (02:51:41) - Lukas Czinger, Vice President of Operations, Automation, and Manufacturing at Divergent 3D, discusses the company's recent $290 million Series E funding round, which will enable the expansion of their Los Angeles campus and the establishment of new facilities across the U.S. He emphasizes the strategic importance of locating these facilities near key defense and automotive clients to enhance collaboration and logistics. Additionally, Czinger highlights the versatility of Divergent's digital manufacturing platform, capable of seamlessly producing diverse products without downtime, and shares updates on the Czinger 21C hypercar, noting multiple deliveries in the U.S. and Europe, with plans for future variants and models. (03:00:54) - Kyle Samani, co-founder and managing partner of Multicoin Capital, a leading cryptocurrency investment firm, discusses raising $1.65 billion in two weeks for Ford Industries, aiming to establish it as a top digital asset treasury company with aspirations of becoming a $50 billion publicly traded entity. He highlights the strategic team collaboration with Jump and Galaxy, emphasizes opportunities in mergers and acquisitions, and outlines plans to leverage capital market structures to enhance shareholder value. (03:11:47) - Timeline Reactions 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.devRestream - https://restream.ioProfound - https://tryprofound.comJulius AI - https://julius.aiturbopuffer - https://turbopuffer.comfal - https://fal.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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    3:19:28
  • Weekly Recap: Apple Debuts iPhone 17, Einstein of Wall Street, YC Demo Day, Declining AI Adoption
    (00:00) - Intro (00:03) - Declining AI Adoption (16:03) - YC Demo Day (36:53) - Peter Tuchman (Einstein of Wall Street) (45:45) - Apple Debuts iPhone 17 (01:08:39) - How to think about the $300B OpenAI-Oracle 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.devRestream - https://restream.ioProfound - https://tryprofound.comJulius AI - https://julius.aiTurbopuffer - https://turbopuffer.comFal.AI - fal.aiFollow 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 11 - 2 PM PST Monday - Friday. Available on X, Apple, Spotify, and YouTube.
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