TBPN

John Coogan & Jordi Hays

TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays from 11–2 PT on X and YouTube, with full episodes posted to Spotify immediately after airing. Described by The New York Times as “Silicon Valley’s newest obsession,” TBPN has interviewed Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella. Diet TBPN delivers the best moments from each episode in under 30 minutes.

  1. 50 MIN AGO

    Jassy's Shareholder Letter, The Next AI Capability, 𝕏 Timeline Reactions | Saagar Enjeti, Joe Weisenthal, Kesava Kirupa Dinakaran, Brian Manning, Cobi Blumenfeld-Gantz, Changpeng Zhao, Tal Hoffman

    (01:25) - Jassy's Shareholder Letter (23:24) - AI in CyberSecurity (27:56) - 𝕏 Timeline Reactions (40:41) - Saagar Enjeti, an American journalist and political commentator, co-hosts the independent news program "Breaking Points" alongside Krystal Ball. In the conversation, he discusses the significant capital expenditures by companies like Amazon on data centers, highlighting the resulting community pushback due to concerns over energy consumption, environmental impact, and displacement of residents. Enjeti emphasizes the need for a democratic process in approving such projects, advocating for transparency and local input to address the growing animosity toward data center developments. (01:01:09) - Joe Weisenthal, born September 2, 1980, in Detroit, Michigan, is an American journalist and television presenter, currently serving as the executive editor of news for Bloomberg's digital brands and co-host of the "Odd Lots" podcast. In the conversation, he discusses the New York Times' investigation into the identity of Bitcoin's creator, Satoshi Nakamoto, focusing on the claim that Adam Back is Nakamoto. Weisenthal expresses skepticism about the evidence presented, noting that many early cypherpunks shared similar ideas on privacy and internet architecture, which could explain the overlap in writing and ideology. (01:24:06) - Andrew Dai is the co-founder of Elorian, an AI company building multimodal reasoning models that can understand and interpret the physical world across text, images, and video. He focuses on advancing visual reasoning as a step toward more general intelligence. (01:31:56) - Kesava Kirupa Dinakaran, co-founder and CEO of Luminai, discusses how his company helps large health systems automate operations and back-office tasks, such as processing patient referrals, by leveraging advanced AI models to handle traditionally manual processes like faxed documents. He highlights the importance of a deep, forward-deployed approach to understand the nuanced workflows of healthcare institutions, noting that while on-premises solutions are offered for data security, most clients prefer cloud-based deployments. Kesava also mentions the significant growth of unstructured data in healthcare and announces Luminai's recent $38 million Series B funding led by Sequoia India, General Catalyst, and Y Combinator. (01:40:58) - Brian Manning, CEO and co-founder of Xona Space Systems, discusses the launch of their new satellite factory in San Francisco, following a recent $170 million Series C funding round. Xona is developing a network of small satellites positioned 20 times closer to Earth than existing GPS systems, aiming to provide highly accurate and reliable navigation services. Originally focused on supporting autonomous vehicles, the company has expanded its mission to enhance performance for the over 7 billion GPS devices worldwide. (01:53:14) - Cobi Blumenfeld-Gantz is the CEO and co-founder of Chapter, an AI-powered Medicare navigation platform that assists seniors in selecting appropriate health coverage. In the conversation, he discusses the challenges seniors face with Medicare enrollment, including the complexity of choosing from over 24,000 plans and the prevalence of deceptive marketing practices. He emphasizes the need for better data transparency and the role of technology in simplifying the Medicare selection process. (01:59:25) - Changpeng Zhao, known as CZ, is the founder and former CEO of Binance, the world's largest cryptocurrency exchange. In the conversation, he discusses his motivations for writing a book to share his personal story and correct misconceptions about himself, Binance, and the crypto industry. He also addresses the evolving regulatory landscape in the U.S., emphasizing the need for clarity and balance between oversight and privacy in the crypto space. (02:21:15) - Tal Hoffman, co-founder and CEO of Enclave, an AI code security platform, discusses the company's use of large language models to identify critical vulnerabilities in codebases that traditional scanners often miss. He highlights the significance of recent advancements in AI and cybersecurity, emphasizing the importance of exploitability in assessing vulnerabilities. Hoffman also shares that Enclave has raised $6 million in seed funding led by 8VC, with participation from notable investors like Aaron Levie and Marc Benioff. 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

    2h 30m
  2. 1 DAY AGO

    Meta Drops New Model, Mythos, RoboLamp | Luther Lowe, Dan Primack, Lior Susan, Feross Aboukhadijeh, Qasim Mithani, Jaleh Rezaei, Jeremy Philip Galen

    (00:44) - Meta Launches Muse Spark (18:24) - Anthropic's Mythos (30:19) - 𝕏 Timeline Reactions (36:12) - Robo-Lamp (41:13) - Luther Lowe, Head of Public Policy at Y Combinator, discusses the challenges small tech companies face due to the control exerted by major platforms like Apple and Google over app distribution. He highlights the restrictive nature of app stores, likening Apple's App Store to "the worst DMV in the world," and emphasizes the need for policy interventions to curb anti-competitive practices. Lowe also mentions Y Combinator's support for the BASE Act, aimed at preventing self-preferencing by dominant platforms, to foster a more competitive and innovative tech ecosystem. (58:30) - Dan Primack, a journalist specializing in business and finance, discusses the legal landscape of prediction markets, highlighting a recent New Jersey appeals court decision favoring Kalshi, a prediction market platform. He anticipates the issue may escalate to the Supreme Court, with potential congressional intervention being necessary for significant changes. Primack also notes the bipartisan nature of opposition to such markets, citing concerns from both casino interests and anti-gambling advocates. (01:20:42) - Lior Susan, founder and Managing Partner of Eclipse Ventures, discusses his firm's focus on investing in physical industries by supporting companies like Cerebras and VulcanForms. He highlights the importance of wafer-scale integration in chip design and the use of multiple lasers in metal part manufacturing to drive innovation and scalability. Additionally, Susan emphasizes the significance of disciplined company-building practices in capital-intensive sectors and expresses optimism about the future of real asset companies in public markets. (01:33:21) - Feross Aboukhadijeh, founder and CEO of Socket, a developer-first security platform, discusses how Socket rapidly detected a malicious update to the widely-used Axios npm package within six minutes. He explains that Socket's system downloads and analyzes every open-source package across 19 ecosystems, employing static analysis, maintainer behavior analysis, AI, and human researchers to identify supply chain attacks and cybersecurity threats. Aboukhadijeh also details the sophisticated social engineering tactics used by North Korean state actors to compromise the Axios maintainer's account, leading to the publication of poisoned package versions that installed Remote Access Trojans, enabling attackers to remotely control infected devices and exfiltrate sensitive data. (01:50:24) - Qasim Mithani, co-founder and CEO of DepthFirst, discusses the company's mission to build AI capable of detecting, triaging, and remediating software vulnerabilities at scale. He highlights their recent $80 million Series B funding, raised less than 90 days after a previous round, driven by significant customer traction and the need to enhance research efforts. Mithani also emphasizes the importance of security in the AI era, noting partnerships with major AI labs and the development of in-house models to address complex enterprise environments. (01:57:57) - Jaleh Rezaei, CEO and co-founder of Mutiny, discusses the company's AI agent that assists businesses like Rippling and Snowflake in creating personalized customer-facing materials to streamline the sales process from initial contact to deal closure. She explains how the agent generates tailored content such as landing pages, battle cards, and ROI proposals, enhancing efficiency and effectiveness in customer engagement. Additionally, Rezaei shares the origin of Mutiny's name, emphasizing its mission to challenge traditional go-to-market dependencies, and recounts the story behind their raccoon mascot, Achoo, highlighting the company's culture of authenticity and spontaneity. (02:05:53) - Jeremy Philip, after 12 years at Meta focusing on trust and safety, left to address AI-powered scams by founding Charlemagne Labs, which developed Agent Charley, an on-device AI agent for real-time threat detection. He discusses the increasing sophistication of phishing attacks, emphasizing that AI enables scammers to craft highly personalized and convincing messages, making traditional phishing indistinguishable from spear phishing. Philip highlights the necessity for proactive, real-time defenses like Agent Charley to protect users from these advanced threats. 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

    2h 19m
  3. 1 DAY AGO

    Tokenmaxxing, SF Street Name Auction, Corporate Retreat Gone Wrong | Riley Walz, Aditya Bandi, Zach Shore, Hongwei Liu, Zak Kukoff, Thomas Laffont

    (00:45) - Meta Employees Tokenmaxxing (15:43) - Intel Joins the Terafab Project (29:59) - Corporate Retreat Gone Wrong (45:34) - Big Tech Teams up Against China (53:01) - 𝕏 Timeline Reactions (01:00:29) - Riley Walz, a 23-year-old software engineer and tech enthusiast, is known for his inventive projects that blend technology with community engagement. In the conversation, he discusses his latest venture in San Francisco's Sunset District, where he and his friends purchased a foreclosed alley for $26,000 and transformed it into a community art project. They paved the alley, invited the public to submit digital artwork through their website, and auctioned the naming rights, with the highest bid reaching $135,000, all while ensuring the alley remains accessible to vehicles. (01:17:18) - Aditya Bandi, co-founder of Noon, discusses his journey from India to the Bay Area in 2015, where his first startup was acquired by Yahoo. He highlights the challenges designers face with traditional tools that separate design from functionality, leading to inefficiencies. To address this, Noon integrates design directly with a product's codebase, enabling designers to work on both visual and functional aspects simultaneously, streamlining the development process. (01:29:45) - Zach Shore, President of Hermeus Corporation, discusses the company's recent $350 million funding round, the rapid development and testing of their high-speed aircraft, and the strategic expansion to Los Angeles to leverage local engineering talent. He highlights the advantages of unmanned jets in accelerating R&D cycles and reducing risks, and outlines the progression of their aircraft from initial prototypes to the upcoming Mach 3 platform. Shore also emphasizes Hermeus' focus on defense applications, aiming to provide advanced capabilities to the U.S. Department of Defense before considering commercial markets. (01:45:32) - Hongwei Liu, CEO and founder of Mappedin, discusses the company's mission to digitize indoor spaces by transforming traditional floor plans into dynamic, interactive maps, enabling users to navigate complex environments like malls, airports, and hospitals. He highlights the challenges of keeping indoor maps up-to-date due to constant changes, emphasizing the importance of providing building owners with tools to manage and publish their own maps. Liu also mentions Mappedin's significant market presence, including partnerships with major venues and events, and announces a recent funding round of $24.5 million to further advance their indoor mapping solutions. (01:53:14) - Zak Kukoff chairs the Tech and Venture Practice at Lewis-Burke Associates, where he advocates for the policy needs of founders and investors. In the conversation, he discusses the challenges and political dynamics surrounding data centers, including public perception issues, energy consumption concerns, and the impact on local communities. He also highlights the importance of proactive messaging and strategic political engagement to address these challenges and support technological progress. (02:12:33) - Thomas Laffont is the co-founder of Coatue, a global technology investment firm spanning public and private markets. He focuses on investing in high-growth technology companies and is known for his long-term approach to backing category-defining businesses across software, internet, and AI. 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

    3h 14m
  4. 3 DAYS AGO

    $1B GLP-1 Lessons, New AI Careers, China's 2030 Master Plan | Sam Broner, Jonathan Slotkin, Liz Hoffman, Bret Taylor, Ariyan Kabir, Atif Siddiqi

    (02:28) - $1B GLP-1 Lessons (26:57) - China's Pork Problem (30:39) - America's Best New Weapon (38:59) - Inside OpenAI & Anthropic's Finances (44:48) - The New AI Careers (52:53) - China in the AI Talent Race (56:33) - China's 2030 Master Plan (01:06:13) - 𝕏 Timeline Reactions (01:15:41) - Sam Broner, co-founder of The Better Money Company, discusses raising $10 million to build a stablecoin clearinghouse aimed at facilitating seamless payments between different stablecoins. He explains that, similar to traditional clearinghouses connecting financial institutions, their platform will enable payments companies to handle stablecoin transactions more efficiently. Broner also highlights the impact of the GENIUS Act, which has spurred increased interest from large companies in adopting stablecoins for payments, leading to a surge in requests for stablecoin projects. (01:32:57) - Jonathan Slotkin, MD, is a practicing neurosurgeon and co-founder of Scrub Capital, a venture capital firm focused on early-stage healthcare investments. In the conversation, he critiques the portrayal of a health tech company in a recent article, emphasizing the need for deeper scrutiny of medical claims and regulatory compliance. He highlights the importance of distinguishing between genuine innovation and unsubstantiated marketing, particularly in the context of telemedicine and peptide therapies. (01:47:20) - Liz Hoffman, a seasoned journalist and business and finance editor at Semafor, discusses the launch of her new weekly interview show, "Compound Interest," which delves into the inner workings of significant economic sectors through conversations with industry leaders. She highlights recent episodes featuring David Ulevitch from Andreessen Horowitz on defense technology and the CEO of Oura discussing advancements in wearable health devices. Additionally, Hoffman shares insights on the U.S. labor market, emphasizing demographic shifts and the evolving impact of AI on employment trends. (02:00:44) - Bret Taylor is an American computer programmer and entrepreneur, known for co-creating Google Maps, serving as CTO of Facebook, and co-founding the AI startup Sierra. In the conversation, Taylor discusses Sierra's rapid growth to $100 million in annual recurring revenue within seven quarters, highlighting successful deployments with companies like Nordstrom, which implemented Sierra's AI solutions in just four weeks. He emphasizes the company's focus on accelerating customer success through AI-driven solutions, including the development of Ghostwriter, a product that reimagines the platform around AI to enhance user experience. (02:20:34) - Ariyan Kabir, co-founder and CEO of GrayMatter Robotics, discusses the critical need to enhance the U.S. industrial base, particularly in shipbuilding, to address significant labor shortages and maintain national security. He announces a partnership with Huntington Ingalls Industries to integrate factory superintelligence into shipbuilding, aiming to automate labor-intensive processes like sanding, grinding, and painting through AI-powered robotic systems. Kabir emphasizes that this collaboration seeks to bridge the gap between increasing demand and limited production capacity by deploying autonomous robots capable of handling diverse manufacturing tasks, thereby improving efficiency and reducing reliance on manual labor. (02:27:14) - Atif Siddiqi, founder and CEO of Branch, leads a company that provides faster, more flexible payment solutions for hourly and gig workers, partnering with firms like Uber and Instacart. He discusses Branch's growth to over 230 employees, raising over $100 million in equity, and their focus on embedded finance offerings, including a recent integration with Stripe's Connect platform to offer digital wallets and debit cards. Siddiqi highlights the importance of improving workers' cash flow to enhance retention, noting that companies using Branch have seen a 60% increase in worker retention, and announces Branch's new end-to-end tax filing capabilities for 1099 workers. (02:35:57) - 𝕏 Timeline Reactions 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

    2h 38m

About

TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays from 11–2 PT on X and YouTube, with full episodes posted to Spotify immediately after airing. Described by The New York Times as “Silicon Valley’s newest obsession,” TBPN has interviewed Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella. Diet TBPN delivers the best moments from each episode in under 30 minutes.

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