Live from Washington, DC: Will Manidis, Analysis of Intel Earnings, Analysis of TSMC Earnings, Amazon Denies Plans to Display Tariff Impact at Checkout
TBPN.com is made possible by:Ramp - https://ramp.comLinear - Linear.appFigma - https://www.figma.comEight 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.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://youtube.com/@technologybrotherspod?si=lpk53xTE9WBEcIjV(13:14) - Analysis of Intel Earnings
(21:39) - Analysis of TSMC Earnings
(30:09) - Amazon Denies Plans to Display Tariff Impact at Checkout
(44:26) - TBPN Reacts to Timeline
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1:45:45
Earnings Season, Magnificent Seven off to Worst Starts Since 2022, The Group Chats That Changed America, Huawei Aims to Match NVIDIA with New AI Chip, Tech's Favorite Microconferences and Private Summits
TBPN.com is made possible by:Ramp - https://ramp.comLinear - Linear.appFigma - https://www.figma.comEight 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.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://youtube.com/@technologybrotherspod?si=lpk53xTE9WBEcIjV(00:58) - Earnings Season
(03:28) - Week-At-A-Glance
(15:50) - Magnificent Seven off to Worst Starts Since 2022
(24:03) - The Group Chats That Changed America
(30:55) - Huawei Aims to Match NVIDIA with New AI Chip
(46:44) - Tech's Favorite Microconferences and Private Summits
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1:18:45
Karri Saarinen, Sean Frank, Semil Shah, Dan Lorenc, Google's Earnings Power Holding Up Well, Intel Says Layoffs are in Store, The Relationship Between Netflix and The NFL, Elon's Friends Sell Access to Stakes in Private Companies
Karri Saarinen is the co-founder and CEO of Linear, a popular issue tracking and project management tool. Previously, he was a design lead at Airbnb, focusing on design systems and product development. @karrisaarinenSean Frank is the CEO of Ridge, best known for the Ridge Wallet and expanding the brand into a broader EDC (everyday carry) company. He has a background in e-commerce and performance marketing. @SeanEcomSemil Shah is the founder of Haystack, a venture capital firm that has backed companies like DoorDash and Instacart early on. He is a seasoned investor and writer with deep roots in Silicon Valley. @semilDan Lorenc is the founder and CEO of Chainguard, a startup focused on software supply chain security. Before founding Chainguard, he worked at Google, contributing to critical security projects like Sigstore and Kubernetes. @lorenc_danTBPN.com is made possible by:Ramp - https://ramp.comEight 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.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://youtube.com/@technologybrotherspod?si=lpk53xTE9WBEcIjV(01:30) - Google's Earnings Power Holding Up Well
(14:14) - Intel Says Layoffs are in Store
(47:14) - The Relationship Between Netflix and The NFL
(56:09) - Elon's Friends Sell Access to Stakes in Private Companies
(01:06:29) - TBPN Reacts to Tech Polymarkets
(01:13:42) - Karri Saarinen
(01:34:22) - Sean Frank
(02:03:51) - Semil Shah
(02:32:02) - Dan Lorenc
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2:46:29
Calley Means, Delian Asparouhov, Leif Abraham & Jannick Malling, Alfred Wahlforss & Florian Juengermann, Saman Farid, Erik Palitsch, Netflix's Growth Plans Post Earnings, AMD's Plan to Beat NVIDIA
TBPN.com is made possible by:Ramp - https://ramp.comEight 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.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://youtube.com/@technologybrotherspod?si=lpk53xTE9WBEcIjV(03:34) - Netflix's Growth Plans Post Earnings
(13:34) - AMD's Plan to Beat NVIDIA
(28:04) - Delian Asparouhov
(54:53) - Leif Abraham & Jannick Malling
(01:13:45) - Alfred Wahlforss & Florian Juengermann
(01:28:08) - Erik Palitsch
(02:03:15) - Saman Farid
(02:28:26) - Calley Means
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3:12:30
Bridgit Mendler, Aravind Srinivas, Ted Feldmann, Karol Hausman & Lachy Groom, Sam Lessin, Kevin Systrom Says Meta Denied Instagram Resources
TBPN.com is made possible by:Ramp - https://ramp.comEight 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.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://youtube.com/@technologybrotherspod?si=lpk53xTE9WBEcIjV(01:10) - Kevin Systrom Says Meta Denied Instagram Resources
(08:55) - Aravind Srinivas
(51:06) - Ted Feldmann
(01:24:41) - Karol Hausman & Lachy Groom
(01:55:43) - Sam Lessin
(02:27:23) - Bridgit Mendler
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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