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TBPN

John Coogan & Jordi Hays
TBPN
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5 de 212
  • 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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  • OpenAI–Microsoft Restructure, Winning Formula for AI Founders, 𝕏 Timeline Reactions
    (00:20) - Timeline Reactions (02:39) - OpenAI & Microsoft's For-Profit Restructure (19:07) - Anthropic CEO Weighs in on Future of AI (22:35) - GPT-5 Data Analysis (25:04) - Timeline Reactions (01:00:34) - AI Startup Founder's Winning Formula (01:31:41) - Timeline Reactions (01:40:02) - WSJ Mansion Section (01:56:10) - 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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  • Apple Unveils iPhone 17 Lineup, OpenAI & Oracle's $300B Cloud Pact | Nico Rosberg, Josh Machiz, Nir Zicherman, Amjad Masad, Alex Mashrabov, Stefan Cohen, Rohan Kodialam, Timothy Luchini, Marc Boroditsky, Michael Tannenbaum
    (04:11) - Apple Unveils iPhone 17 Lineup (40:36) - OpenAI & Oracle Strike $300B Cloud Pact (52:44) - Timeline Reactions (01:12:51) - Josh Machiz, recently appointed as Chief Marketing Officer at Lightspeed Venture Partners, brings a wealth of experience from his previous roles as Partner at Redpoint Ventures and Chief Digital Officer at Nasdaq. In his conversation, he discusses his excitement about joining Lightspeed, emphasizing the firm's comprehensive support for companies from seed stage through IPO and beyond. He also highlights plans to enhance Lightspeed's media presence through platforms like TikTok and Instagram, aiming to authentically share founders' stories and differentiate the firm's brand in the venture capital landscape. (01:30:44) - Nico Rosberg, a German-Finnish former racing driver, won the 2016 Formula One World Championship with Mercedes before retiring days later. He discusses his transition from racing to venture capital, founding Rosberg Ventures to invest in top-tier VC funds and bridge European corporates with innovative U.S. startups. Rosberg also highlights the challenges European car manufacturers face in adopting new technologies and the rapid advancements of Chinese electric vehicle companies. (02:01:02) - Nir Zicherman, CEO and co-founder of Oboe, previously co-founded Anchor and served as VP of Audiobooks at Spotify. In the conversation, he introduces Oboe as an AI-driven platform designed to create personalized, multimodal courses on any topic, aiming to make learning more accessible and engaging. Zicherman emphasizes the importance of multimodal learning experiences, including text, audio, and interactive elements, to cater to diverse learning preferences. (02:09:42) - Amjad Masad, CEO of Replit, discusses the company's recent $250 million funding round at a $3 billion valuation, highlighting the launch of Agent 3, an autonomous AI tool designed to test, fix code, and build custom workflows. He emphasizes Replit's mission to democratize software development, enabling individuals without coding experience to create applications through natural language interactions. Masad also envisions a future where AI agents can autonomously develop software, reducing the need for traditional coding and expanding access to software creation across various professions. (02:26:39) - Alex Mashrabov, CEO and co-founder of Higgsfield AI, is an entrepreneur specializing in consumer generative AI products, with a background that includes leading AI initiatives at Snap Inc. He discusses Higgsfield's recent $50 million fundraising, the company's support for social media-native creators, and the rapid growth of their AI-generated content, which has surpassed 1.3 billion views in just five months. Additionally, he highlights the launch of Higgsfield Ventures to support the next wave of AI startups and shares insights into the future of AI-driven content creation, predicting that in three years, every second video will be AI-generated, with Higgsfield playing a significant role in this transformation. (02:35:10) - Stefan Cohen, a Partner at Bain Capital Crypto, has been leading the firm's crypto investments since 2016, focusing on areas like layer 1 infrastructure, scaling solutions, DeFi, and privacy. In the conversation, he discusses the firm's flexible investment strategy, which includes both liquid tokens and early-stage projects, emphasizing long-term positions over active trading. He also highlights the importance of supporting founders with unconventional ideas, noting that many successful companies start with concepts that are initially hard to believe. (02:47:10) - Rohan Kodialam, co-founder and CEO of Sphinx, discusses how his company is developing AI copilots to transform raw data into actionable business insights, particularly focusing on tabular and time-series data that traditional large language models struggle with. He highlights their initial work with hedge funds, providing tools for quantitative analysts to extract valuable insights from data more efficiently. Kodialam also touches on Sphinx's go-to-market strategy, which includes both enterprise sales and a bottom-up approach targeting data scientists frustrated with existing tools, and emphasizes their focus on building transformative solutions over immediate monetization. (02:52:49) - Timothy Luchini, CEO of Intramotev Autonomous Rail, discusses the development of battery-electric autonomous railcars designed to enhance the efficiency and flexibility of freight transportation. By equipping individual railcars with self-propulsion capabilities, these vehicles can operate independently or integrate into traditional long trains, facilitating more frequent and adaptable freight movements. This innovation aims to reduce idle times, lower greenhouse gas emissions, and make rail transport more competitive with trucking by offering faster and more flexible delivery options. (03:01:26) - Marc Boroditsky, Chief Revenue Officer at Nebius, brings extensive experience from leadership roles at Twilio, Oracle, and Cloudflare. He discusses Nebius's recent $17.4 billion partnership with Microsoft to provide AI infrastructure, highlighting the company's focus on building AI infrastructure for startups and enterprises. Boroditsky emphasizes Nebius's commitment to delivering comprehensive AI solutions, including model creation, training, and inference capabilities, to support customers from development to production. (03:09:44) - Michael Tannenbaum, CEO of Figure Technology Solutions, discusses the company's recent IPO, highlighting its growth and profitability, the $185 billion total addressable market in private credit, and its leadership in tokenizing real-world assets on blockchain. He explains how Figure's technology streamlines loan origination and capital markets, citing a partnership with Houzz that reduces loan processing costs by $11,000 and shortens timelines from 45 to 5 days. Reflecting on the IPO process, Tannenbaum notes the shift towards virtual meetings post-COVID and emphasizes the importance of public markets for growth and branding, drawing parallels to his experience at SoFi. 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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  • LIVE @ NYSE for Klarna IPO | Peter Tuchman, Sebastian Siemiatkowski, Lynn Martin, David Sandstrom, Mati Staniszewski, Andrew Reed, Markus Villig
    (00:00) - Peter Tuchman, known as the "Einstein of Wall Street" for his distinctive appearance and animated presence, is a veteran stock trader on the New York Stock Exchange (NYSE) floor. In a recent conversation, he recounted his collaboration with streamer IShowSpeed, where he introduced the young audience to investing by highlighting that many products they use daily are from publicly traded companies, suggesting they consider buying shares instead of just the products. This engagement significantly boosted his social media following, increasing from 260,000 to over 419,000, with some posts garnering 40 million views. (17:44) - Sebastian Siemiatkowski, co-founder and CEO of Klarna, a Swedish fintech company, discusses the company's journey from its inception to its recent IPO, highlighting the challenges faced, including early cash flow issues and the strategic shift towards consumer services. He emphasizes the importance of global expansion, particularly in the U.S. market, and the role of AI in enhancing operational efficiency and customer experience. Siemiatkowski also reflects on the significance of building transparent financial products that cater to consumers seeking alternatives to traditional credit cards. (41:44) - David Sandström, Chief Marketing Officer at Klarna, discusses his journey from leading a major Nordic ad agency to transforming Klarna from a traditional B2B financial institution into a vibrant consumer lifestyle brand. He emphasizes the importance of understanding consumer behavior and the psychology behind brand preferences, highlighting the strategic decision to adopt pink branding to differentiate Klarna in the predominantly blue financial sector. Sandström also explores the cultural differences between European and American markets, noting the U.S. consumer's appreciation for marketing and entrepreneurial success, and discusses Klarna's expansion strategies, including the introduction of in-store payment options and a physical card to meet consumer demand. (52:32) - Mati Staniszewski, co-founder and CEO of ElevenLabs, a voice AI research company, recently joined Klarna's board of directors. In his conversation, he discusses how he met Klarna's CEO, Sebastian Siemiatkowski, through a Sequoia event, leading to their collaboration on integrating AI to enhance customer service and internal processes. He emphasizes the importance of using AI to automate routine tasks while leveraging human expertise for complex issues, and highlights the growing European tech ecosystem, particularly in Sweden and Poland, encouraging founders to think globally from the outset. (01:09:26) - Andrew Reed, a Partner at Sequoia Capital since 2014, has been instrumental in investments across various sectors, including fintech and consumer internet. In the conversation, he discusses Sequoia's initial investment in Klarna in 2010, the company's strategic expansion into the U.S. market, and the evolving landscape of the fintech industry, emphasizing the importance of innovation and adaptability in a competitive environment. (01:21:55) - Markus Villig, the Estonian entrepreneur and founder of Bolt, discusses his journey from starting the company at 19 to its expansion into global markets, emphasizing the importance of first establishing a strong home base before scaling internationally. He highlights the similarities between Bolt and Klarna in building two-sided marketplaces, noting the focus on supply-side growth to enhance consumer value. Villig also shares insights on the future of ride-sharing, the impact of self-driving technology, and the role of artificial intelligence in improving operational efficiency. (01:43:05) - Lynn Martin, the 68th president of the New York Stock Exchange (NYSE) and the second woman to lead the exchange, discusses the recent surge in initial public offerings (IPOs), highlighting successful listings like Figma and Klarna, and emphasizes the importance of companies having a clear, deliberate strategy with a path to profitability when going public. She also notes the positive market response to Oracle's recent partnership with OpenAI, which led to a significant increase in Oracle's stock price. Additionally, Martin highlights the launch of NYSE Texas, which has attracted over 50 listed companies and 13 ETFs, attributing its success to Texas's pro-business legislation. 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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  • LIVE @ YC Demo Day | Nate Bosshard, Joshua Reeves, Joshua Browder, Burkay Gur, Theo Browne & MORE
    (00:00) - Nate Bosshard, founder of Offline Ventures and co-founder of Tonal, has a background in marketing leadership at companies like GoPro and The North Face. In the conversation, he reflects on his early entrepreneurial ventures, such as selling used records on eBay, and discusses the evolution of Y Combinator's Demo Day to a quarterly event. He also highlights Andrew Dudum of Hims & Hers as an underrated entrepreneur, noting the company's rapid growth and successful public offering. (24:17) - Jerry Qian, co-founder and CEO of Reacher, an AI-powered platform that automates creator marketing workflows for brands, discusses how Reacher helps brands find the right creators, personalize outreach, manage payments, and generate scripts to create viral content. He highlights the emergence of TikTok Shop as a significant social commerce platform and emphasizes the role of AI in enhancing creator marketing. Jerry also shares that Reacher has achieved $137,000 in monthly recurring revenue. (27:52) - Joshua Reeves, CEO and co-founder of Gusto, a company reimagining payroll and HR services for small businesses, discusses his journey from Stanford electrical engineering graduate to entrepreneur, highlighting his experience with Y Combinator's Winter 2012 batch and the early days of Gusto. He shares insights into the company's initial focus on payroll, the importance of using their own product before paying themselves, and the challenges of raising funds during a time when many startups were centered on social and mobile platforms. Reeves also reflects on the significance of customer-centricity, drawing inspiration from Steve Jobs' 2005 Stanford commencement speech, and emphasizes the value of understanding and serving customers to build a successful business. (33:28) - Bruno Koba, co-founder of Gauss, introduces their AI-driven investment analyst designed to assist retail investors in making informed decisions by monitoring markets, filtering noise, and delivering personalized insights. He emphasizes the platform's focus on reducing emotional investment mistakes and catering to thesis-driven investors who lack time for extensive market research. Bruno also shares his background, including roles at Nubank and Monashees, and mentions Gauss's subscription model, charging $19 per month, with plans to transition to a Registered Investment Advisor (RIA) model. (39:24) - Jason Cornelius, co-founder and CEO of Perseus Defense, discusses the development of affordable 16-inch guided missiles designed to counter drone threats. He highlights the limitations of existing counter-UAS solutions, such as electronic warfare and high-cost interceptors, and introduces Perseus Defense's cost-effective alternative, aiming to produce missiles for under $10,000 per unit. Cornelius also shares the company's rapid prototyping progress, including multiple missile iterations and live-fire tests, and mentions engagements with the Department of Defense to advance the technology's deployment. (44:53) - Farhan Khan, co-founder of Meteor and former University of Washington computer science student, discusses their AI-native browser designed to automate repetitive online tasks, positioning it as a superior alternative to Google Chrome. He explains that Meteor employs AI agents to handle activities like scheduling meetings and data entry, aiming to save users significant time. Farhan also shares his entrepreneurial journey, including previous projects and his decision to drop out of college to focus on building Meteor. (48:31) - Wyatt Lansford is the co-founder and CTO of Pally, a platform that consolidates contacts and conversations from various platforms into one place, utilizing on-device AI to maintain user privacy. In the conversation, Haz Hubble, Pally's founder, discusses the platform's functionality, emphasizing its local data processing to ensure privacy, and shares the company's growth metrics, including reaching over 3,500 users and achieving $125,000 in annual recurring revenue within two months of launch. He also recounts his entrepreneurial journey, highlighting his admiration for Richard Branson and an early venture selling FIFA Ultimate Team coins at age 12. (52:10) - Luigi Pederzani is the co-founder and CTO of mcp-use, an open-source toolkit that enables developers to build and deploy AI agents using the Model Context Protocol (MCP). In the conversation, he discusses mcp-use's open-source strategy, its growing GitHub repository with over 7,000 stars, and the company's bottom-up approach to enterprise adoption, similar to Supabase. He also mentions raising $6 million in funding and his previous experience in Zurich working on virtual try-on technology for e-commerce. (56:18) - Dhruv Roongta is a 20-year-old entrepreneur and co-founder of Slashy, an AI agent that integrates with various applications to automate repetitive tasks. In the conversation, he discusses how Slashy connects to tools like calendars, Gmail, and Notion to streamline workflows, reducing the need for manual input. He also shares that 40% of their batch uses Slashy, with a 30% week-over-week growth, and mentions that 30% of the VCs at Demo Day are utilizing the product for meeting preparation. (01:01:21) - Anmol Tukrel, CEO of Closera, a Y Combinator-backed startup, discusses how his company leverages AI to automate time-consuming tasks for commercial real estate brokers, such as creating sales materials—a process that traditionally takes four weeks and costs $5,000, but with Closera, can be completed in about five minutes. He also shares his background as a former Google product manager who monetized projects like Gemini and NotebookLM, and as the creator of iDentifi, an app aiding the visually impaired, which was featured in a Google commercial alongside notable figures. (01:05:23) - Joshua Browder, founder and CEO of DoNotPay, discusses the emergence of AI-driven solutions in niche sectors, highlighting a startup utilizing AI for waste collection. He emphasizes the potential for building substantial businesses in specialized areas that large AI models may overlook. Browder also reflects on his early entrepreneurial ventures, including selling jailbroken phone themes at age 13, and expresses admiration for Larry Ellison's pricing strategies and business acumen. (01:12:06) - Anson Yu is the founder of Normal, a company that automates hardware testing and compliance processes, focusing on robotics, drones, and other electrical components with radio features. He discusses how Normal streamlines testing infrastructure, which is often cumbersome or located overseas, to support teams in efficiently validating their hardware products. Since launching three weeks ago, Normal has achieved $35,000 in revenue and completed its funding round. (01:15:47) - Aden Clemente, CTO of Effigove, is developing an AI operating system for local governments, starting with a 24/7 311 call center service. He discusses the limited availability of 311 lines in cities and how Effigove's AI-driven solution aims to provide consistent information services to all municipalities, regardless of size. Clemente also shares that Effigove is live in one city with an $80,000 ARR and has two additional contracts pending. (01:22:10) - Zane Hengsperger, founder of Nox Metals, is revolutionizing the U.S. metal supply chain by integrating software and automation to deliver raw materials more efficiently to manufacturers. In the conversation, he discusses how his company purchases large metal billets, cuts them using advanced band saws, and supplies precisely sized blocks to clients like Hadrian for CNC machining. Hengsperger emphasizes the importance of reindustrializing America by enhancing factory efficiency through technology, aiming to provide next-day delivery of custom-cut metal blocks to factories n...
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