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

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: 
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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

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

(00:52) - Why is no one talking about the Cournot Equilibrium?

(23:53) - 𝕏 Timeline Reactions

(33:04) - Adani Group Unveils $100B AI Investment

(35:31) - Micron Bets $200B to End AI Bottleneck

(41:01) - Warner Bros Reopens Paramount Talks

(43:05) - 𝕏 Timeline Reactions

(01:00:54) - Thrive Capital Raises $10B in New Funding

(01:02:54) - 𝕏 Timeline Reactions

(01:15:20) - Hollywood Responds to Seedance 2.0

(01:29:08) - Jon Caramanica, born in 1975, is an American journalist and pop music critic for The New York Times, known for his insightful coverage of hip-hop and popular music. He discusses the viral ascent of "My Granny Got Hit with a Bazooka" by Miami XO, highlighting its rapid memeification and the artist's sudden rise from obscurity. Caramanica examines the song's adaptability across various formats, the music industry's response to such unexpected hits, and the evolving dynamics between virality and artist development.

(02:02:17) - Spenser Skates, co-founder and CEO of Amplitude, transitioned from algorithmic trading at DRW Trading Group to leading a product analytics company that went public in 2021. He discusses the benefits of taking Amplitude public, including enhanced talent acquisition and long-term stability, and emphasizes the importance of rapid innovation in the SaaS industry to maintain a competitive edge.

(02:24:20) - 𝕏 Timeline Reactions

(02:29:16) - Haseeb Qureshi, Managing Partner at Dragonfly Capital, a $4 billion crypto venture firm, discusses the firm's recent announcement of their fourth fund and the evolving landscape of crypto investments. He highlights the increasing intersection of crypto with AI, noting investments in platforms like Polymarket and the acquisition of OpenClaw by OpenAI. Qureshi emphasizes the enduring nature of crypto, its expansion into various sectors, and the growing adoption of stablecoins, particularly in countries with high inflation, despite regulatory challenges.

(02:42:42) - Celine Halioua, founder and CEO of Loyal, a biotech company developing drugs to extend dogs' lifespans, discusses the company's recent $100 million Series C funding round, bringing total funding to over $250 million. She emphasizes the primary goal of obtaining FDA approval for their first longevity drug, highlighting that much of the development process involves time-consuming steps like aging studies and regulatory responses. Halioua also notes the impact of GLP-1 drugs on public perception of aging biology, making the concept of aging interventions more tangible and understandable.

(02:51:33) - Ankur Goyal, founder and CEO of Braintrust, a company specializing in AI product observability, discusses the challenges of predicting AI product behavior post-launch and emphasizes the importance of monitoring real-world usage to identify successes and failures. He highlights the necessity for companies to adapt their AI models regularly, suggesting that best practices involve updating models every four to six weeks to maintain optimal performance. Goyal also notes a growing interest in open-source models, observing that while few companies currently use them, those that do account for nearly half of the token usage on Braintrust's platform.

(03:01:22) - Reed Duchscher, founder and CEO of Night Media, a talent management company representing top digital creators, discusses the recent announcement of a $70 million capital raise led by Stepstone, with participation from Founders Fund and K5 House Capital. He explains that, despite Night Media's decade-long profitability, this funding will enable expansion into new areas such as music, sports, and live events, aiming to position the company as the internet's leading media entity. Duchscher also shares his perspective on the future of AI in content creation, expressing skepticism about its ability to produce engaging content in the near term, and highlights the growing trend of creators utilizing clipping strategies to amplify their reach across platforms.

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