TBPN

John Coogan & Jordi Hays

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.

  1. 2H AGO

    Ferrari Goes Electric, The Return of Nonsense Metrics, 𝕏 Timeline Reactions | John Quinn, Martin Casado, Preston Zhou, Scott Stevenson, George Kurdin, Zachary Townsend

    (01:20) - The Return of Nonsense Metrics (11:33) - 𝕏 Timeline Reactions (26:33) - John Quinn, founder of Quinn Emanuel Urquhart & Sullivan, discusses the firm's unique focus on litigation and arbitration, emphasizing the advantages of specializing solely in disputes work. He highlights the firm's reputation as the "most feared law firm," attributing it to their commitment to taking on challenging cases and achieving favorable outcomes. Quinn also addresses the impact of AI on the legal profession, noting its potential to streamline case resolution while anticipating an increase in litigation due to AI-related disputes. (57:07) - Martin Casado, a General Partner at Andreessen Horowitz and co-founder of Nicira, discusses the impact of AI on software infrastructure, emphasizing the need to revamp networking, compute, and development tools to keep pace with AI advancements. He highlights the resilience of startups against cloud giants, noting that dedicated focus often leads to success despite competition from major players. Casado also addresses the strategic importance of reducing reliance on Chinese hardware in critical infrastructure, advocating for local capability development to enhance national security. (01:31:06) - 𝕏 Timeline Reactions (02:02:09) - Ferrari Takes on EVs (02:16:12) - 𝕏 Timeline Reactions (02:28:59) - Preston Zhou, co-founder of Relace, transitioned from a physics PhD program at Harvard to establish the company with Eitan Borgna, a machine learning PhD student from UChicago. They recently secured $23 million in funding to enhance AI agent infrastructure, focusing on auxiliary models that improve agent reliability. Their tools, such as the fast supply model and embedding and re-rank models, are already utilized by over 40 companies, including Lovable and Figma. (02:36:41) - Scott Stevenson, co-founder and CEO of Spellbook, an AI contract review tool for legal professionals, discusses the company's rapid growth, including a recent $50 million funding round led by Keith Rabois, and their mission to make contracts move at the speed of commerce. (02:44:18) - George Kurdin, founder of Monk.com, discusses how his company assists businesses in saving time and increasing revenue by streamlining invoice and collections processes, addressing common issues like ineffective emails and errors that contribute to payment delays. He highlights the evolving role of CFOs, noting a shift towards greater financial rigor and openness to experimentation, which has facilitated Monk.com's go-to-market strategy. Additionally, Kurdin emphasizes the integration of large language models into their workflow, leveraging advancements from industry leaders to enhance their services. (02:49:54) - Zachary Townsend, CEO and co-founder of Meanwhile, the world's first Bitcoin-denominated life insurance company, discusses how Meanwhile integrates Bitcoin into life insurance by accepting premiums and paying claims entirely in Bitcoin, offering a hedge against inflation and currency depreciation. He explains that their whole life insurance policies involve paying one Bitcoin annually for ten years, with a guaranteed payout of 1.5 Bitcoins, ensuring beneficiaries receive a fixed amount regardless of Bitcoin's market fluctuations. Townsend also highlights that Meanwhile operates like a traditional life insurance company, being regulated and licensed in Bermuda, and emphasizes their conservative investment strategies and robust risk management framework to mitigate risks associated with Bitcoin's volatility. (02:58:33) - 𝕏 Timeline Reactions TBPN.com is made possible by: Ramp - https://ramp.com Figma - https://figma.com Vanta - https://vanta.com Linear - https://linear.app Eight Sleep - https://eightsleep.com/tbpn Wander - https://wander.com/tbpn Public - https://public.com AdQuick - https://adquick.com Bezel - https://getbezel.com  Numeral - https://www.numeralhq.com Polymarket - https://polymarket.com Attio - https://attio.com/tbpn Fin - https://fin.ai/tbpn Graphite - https://graphite.dev Restream - https://restream.io Profound - https://tryprofound.com Julius AI - https://julius.ai turbopuffer - https://turbopuffer.com fal - https://fal.ai Privy - https://www.privy.io Cognition - https://cognition.ai Gemini - https://gemini.google.com 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

  2. 1D AGO

    Altman's Long-Term Vision, The GPU Bubble, Acquired Hosts Live in The Ultradome | Ben Gilbert & David Rosenthal, David Faugno, Sergiy Nesterenko, Justin Lopas, Ryan Daniels, Zack Ganieany, Yash Rathod, Alex Shieh

    (01:18) - Altman's Long-Term Vision (26:18) - Karim Atiyeh, co-founder and CTO of Ramp, discusses the company's innovative use of AI agents to automate financial operations, enhancing efficiency and accuracy in tasks like expense classification and fraud detection. He highlights the integration of these agents with various tools and systems, enabling them to perform complex actions such as web browsing, form filling, and email processing. Atiyeh also addresses the importance of robust controls and guardrails to ensure the security and reliability of AI-driven financial processes. (01:02:16) - Are We Entering a GPU Bubble? (01:19:17) - 𝕏 Timeline Reactions (01:27:26) - Ben Gilbert and David Rosenthal are entrepreneurs, investors, and co-hosts of the acclaimed podcast Acquired, which explores the stories and strategies behind the world’s most iconic companies. Gilbert, a former Microsoft product manager who led projects like Office for iPad and ran the company’s internal innovation arm “The Garage,” later co-founded Pioneer Square Labs, a Seattle-based startup studio and venture fund. Rosenthal spent over a decade in venture capital and holds degrees from Princeton University and Stanford Graduate School of Business. Together, they’ve built Acquired into one of the most respected business and technology podcasts, known for its deep research, long-form storytelling, and ability to make complex corporate histories accessible and compelling to a global audience. (02:08:55) - 𝕏 Timeline Reactions (02:12:11) - David Faugno, co-CEO of 1Password, discusses the company's partnership with Browser Base to introduce Secure Agentic Autofill, enhancing secure credential sharing for AI agents. He emphasizes the urgency of providing secure solutions for AI technologies to meet customer needs and highlights 1Password's growth, serving 175,000 corporate customers and focusing on identity security for enterprises. (02:23:00) - Sergiy Nesterenko, CEO and founder of Quilter, a company that simplifies circuit board design, discusses their recent $25 million Series B funding led by Index Ventures. He shares his background at SpaceX, where he spent five years designing avionics for Falcon 9 and Falcon Heavy, which inspired him to address the challenges in circuit board design. Nesterenko emphasizes the importance of first-principles thinking, a lesson from his time at SpaceX, and highlights Quilter's focus on reducing time to market for both large corporations and startups by automating PCB design processes. (02:29:21) - Justin Lopas, co-founder and COO of Base Power Company, discusses the company's significant growth, including expansion into major Texas markets and the establishment of a new factory in Austin. He highlights the $1 billion Series C funding, emphasizing the vast market potential for home energy storage solutions amid increasing grid demands from AI, EVs, and population growth. Lopas also explains how Base Power's distributed battery systems enhance grid efficiency by managing energy distribution during peak and off-peak times. (02:41:44) - Ryan Daniels, co-founder and CEO of Crosby, a hybrid AI-powered law firm, discusses the company's recent $20 million Series A funding led by Index Ventures and Bain Capital Ventures. He highlights Crosby's rapid growth, noting an acceleration from reviewing 1,000 contracts in 170 days to 1,000 every three weeks, achieved by combining AI tools with licensed attorneys to expedite contract processing. Daniels emphasizes Crosby's role as an extension of in-house legal teams, focusing on high-volume, non-strategic agreements to enhance efficiency and support sales and procurement teams. (02:48:28) - Zack Ganieany, Vice President of Finance at Clipboard Health, discusses the company's mission to improve hiring by focusing on candidates' actual work products rather than traditional credentials. He highlights the inefficiencies in current hiring practices, such as AI-generated resumes and screeners, and emphasizes the importance of evaluating real-world performance through work trials and samples. Additionally, Ganieany announces a $6 million fundraising round co-led by Guillermo Rauch of Vercel, aiming to further develop their platform and enhance the hiring process. (02:58:15) - Yash Rathod, co-founder and CEO of Origin, a San Francisco-based startup, discusses the development of Axis, an AI model designed to unify various biological modalities to enhance drug development for complex diseases. Axis has outperformed Google DeepMind's AlphaFold 3 in predicting molecular interactions, marking a significant advancement in AI-driven drug discovery. Rathod emphasizes the importance of integrating diverse scientific disciplines and plans to expand Axis's capabilities to optimize gene therapies, aiming to initiate a therapeutic program within a year. (03:04:09) - Alex Shieh, co-founder of an anti-fraud company, discusses their recent $5 million pre-seed and seed funding from Abstract Ventures, Browder Capital, and Do Measures. The company employs AI and investigative journalism to expose corporate fraud, particularly targeting sectors like big pharma, aiming to recover funds for taxpayers and themselves through whistleblower programs. Shieh emphasizes their unique "snitching as a service" model, where revenue is generated only upon successful fraud detection and government recovery, distinguishing them from traditional SaaS businesses. (03:14:19) - 𝕏 Timeline Reactions TBPN.com is made possible by: Ramp - https://ramp.com Figma - https://figma.com Vanta - https://vanta.com Linear - https://linear.app Eight Sleep - https://eightsleep.com/tbpn Wander - https://wander.com/tbpn Public - https://public.com AdQuick - https://adquick.com Bezel - https://getbezel.com  Numeral - https://www.numeralhq.com Polymarket - https://polymarket.com Attio - https://attio.com/tbpn Fin - https://fin.ai/tbpn Graphite - https://graphite.dev Restream - https://restream.io Profound - https://tryprofound.com Julius AI - https://julius.ai turbopuffer - https://turbopuffer.com fal - https://fal.ai Privy - https://www.privy.io Cognition - https://cognition.ai Gemini - https://gemini.google.com 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 28m

  3. 2D AGO

    The AI Slop Debate, OpenAI’s $1T Web, 𝕏 Timeline Reactions | Shayne Coplan, Antoine Tessier, Rami Karabibar

    (02:09) - The AI Slop Discourse (18:48) - 𝕏 Timeline Reactions (20:07) - OpenAI’s $1T Web (24:50) - 𝕏 Timeline Reactions (01:13:47) - Shayne Coplan, founder and CEO of Polymarket, discusses the recent $2 billion strategic investment from Intercontinental Exchange (ICE), valuing Polymarket at approximately $8 billion. He highlights the partnership's potential to integrate prediction markets into mainstream finance and emphasizes the synergies between Polymarket's consumer-focused platform and ICE's institutional expertise. Coplan also expresses excitement about collaborating on future tokenization initiatives, aiming to enhance the efficiency and accessibility of financial markets. (01:22:27) - 𝕏 Timeline Reactions (01:55:35) - Antoine Tessier, CEO of duPont REGISTRY Group, discusses the company's transformation into a digital platform for luxury car enthusiasts, aiming to facilitate online transactions and community engagement. He highlights the launch of duPont REGISTRY's live auction platform and emphasizes the importance of storytelling in marketing, focusing on the passion between drivers and their cars. Tessier also notes the younger generation's readiness to purchase luxury vehicles online, underscoring the company's commitment to evolving with its audience. (02:09:02) - 𝕏 Timeline Reactions (02:17:57) - Rami Karabibar, CEO and co-founder of EvenUp, discusses the company's mission to level the playing field for personal injury victims by assisting attorneys with AI-driven tools that expedite case settlements and enhance outcomes. He highlights EvenUp's rapid growth, including a recent $150 million Series E funding led by Bessemer, and emphasizes the importance of accuracy in legal AI applications to maintain trust and effectiveness in the legal process. (02:35:49) - 𝕏 Timeline Reactions TBPN.com is made possible by: Ramp - https://ramp.com Figma - https://figma.com Vanta - https://vanta.com Linear - https://linear.app Eight Sleep - https://eightsleep.com/tbpn Wander - https://wander.com/tbpn Public - https://public.com AdQuick - https://adquick.com Bezel - https://getbezel.com  Numeral - https://www.numeralhq.com Polymarket - https://polymarket.com Attio - https://attio.com/tbpn Fin - https://fin.ai/tbpn Graphite - https://graphite.dev Restream - https://restream.io Profound - https://tryprofound.com Julius AI - https://julius.ai turbopuffer - https://turbopuffer.com fal - https://fal.ai Privy - https://www.privy.io Cognition - https://cognition.ai Gemini - https://gemini.google.com 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 42m

  4. 3D AGO

    OpenAI–AMD Deal, DevDay Reactions, xAI’s Memphis Datacenter | Doug O'Laughlin, Celine Halioua

    (00:17) - OpenAI DevDay Reactions (30:05) - 𝕏 Timeline Reactions (38:42) - OpenAI–AMD Deal (50:07) - xAI’s Memphis Datacenter (56:12) - Doug O'Laughlin, CFA, is the President of SemiAnalysis, an independent research firm specializing in semiconductors and AI. In the conversation, he discusses OpenAI's strategic partnerships with companies like Nvidia, AMD, and SK Hynix, suggesting that OpenAI is involving multiple stakeholders to create a vested interest in its success. He also highlights the significant capital investments required for AI infrastructure and the potential for major tech companies to leverage their strong balance sheets to fund these developments. (01:31:40) - 𝕏 Timeline Reactions (01:51:17) - Celine Halioua, founder and CEO of Loyal, is developing FDA-approved drugs aimed at extending the lifespan and healthspan of dogs. In the conversation, she discusses the challenges of creating longevity drugs, the regulatory landscape, and the potential for translating canine aging research to human applications. She also highlights the importance of operational excellence and the need for rigorous scientific validation in the field of aging therapeutics. TBPN.com is made possible by: Ramp - https://ramp.com Figma - https://figma.com Vanta - https://vanta.com Linear - https://linear.app Eight Sleep - https://eightsleep.com/tbpn Wander - https://wander.com/tbpn Public - https://public.com AdQuick - https://adquick.com Bezel - https://getbezel.com  Numeral - https://www.numeralhq.com Polymarket - https://polymarket.com Attio - https://attio.com/tbpn Fin - https://fin.ai/tbpn Graphite - https://graphite.dev Restream - https://restream.io Profound - https://tryprofound.com Julius AI - https://julius.ai turbopuffer - https://turbopuffer.com fal - https://fal.ai Privy - https://www.privy.io Cognition - https://cognition.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

    2h 19m

  5. OCT 2

    AI’s Power Problem, Apple Goes Meta on AI Glasses | Pat Gelsinger, Josh Isner, Sheel Mohnot, Santiago Nestares, Austin Federa

    (01:18) - AI’s Power Problem (22:04) - Andrej Karpathy AI Models Law of Diminishing Returns (35:40) - 𝕏 Timeline Reactions (56:18) - Apple Goes Meta on AI Glasses (01:01:31) - Josh Isner, President of Axon, has been with the company since 2009, starting in the Leadership Development Program and advancing through various roles to his current position. In the conversation, he discusses Axon's evolution from a hardware-focused company to a leader in software solutions for public safety, highlighting innovations like the Draft One AI product that generates initial police reports from body camera transcripts, significantly reducing officers' administrative workload. He also touches on the strategic acquisition of Prepared AI to enhance emergency response times and emphasizes the importance of open APIs to ensure interoperability with other public safety technologies. (01:19:31) - 𝕏 Timeline Reactions (01:30:12) - Intel CEO Pat Gelsinger has been vocal about the critical role of artificial intelligence (AI) in the company's future and the broader tech industry. He emphasizes that as everything becomes more digital, the demand for semiconductors, which power AI technologies, will continue to grow. Gelsinger refers to this trend as the "siliconomy," highlighting the increasing reliance on silicon-based technologies in our daily lives. Under Gelsinger's leadership, Intel has launched an "AI everywhere" strategy, aiming to integrate AI capabilities across its product lines. (02:16:04) - 𝕏 Timeline Reactions (02:29:41) - Sheel Mohnot, co-founder of Better Tomorrow Ventures, announced the successful raise of a new $140 million fund focused on pre-seed and seed-stage fintech companies. He discussed the firm's broad investment approach, including vertical SaaS and B2B marketplaces, and noted the evolving fintech landscape, highlighting recent public offerings by companies like Chime, Klarna, and Etoro. Mohnot also emphasized the importance of resilience for founders during challenging periods and shared his perspective on the competitive dynamics within the stablecoin sector. (02:40:30) - Santiago Nestares, co-founder of Dual Entry, an AI-driven ERP company, discusses their recent $90 million Series A funding and the challenges of modernizing legacy ERP systems. He highlights their innovative migration engine that enables rapid, low-risk transitions, allowing clients to experience the platform with their own data before committing. Nestares emphasizes the importance of reducing repetitive tasks for finance teams, enabling them to focus on strategic decision-making. (02:47:35) - Austin Federa, co-founder of DoubleZero and former Head of Strategy at the Solana Foundation, discusses how DoubleZero is building a high-performance, permissionless fiber network to enhance blockchain infrastructure by increasing bandwidth and reducing latency. He explains that the current internet was not designed for high-performance systems like blockchains, leading to inefficiencies and vendor lock-in due to data transfer costs. By creating a decentralized network of dedicated fiber and subsea cables, DoubleZero aims to provide faster, more efficient connectivity for distributed systems, starting with Solana validators as their initial market. TBPN.com is made possible by: Ramp - https://ramp.com Figma - https://figma.com Vanta - https://vanta.com Linear - https://linear.app Eight Sleep - https://eightsleep.com/tbpn Wander - https://wander.com/tbpn Public - https://public.com AdQuick - https://adquick.com Bezel - https://getbezel.com  Numeral - https://www.numeralhq.com Polymarket - https://polymarket.com Attio - https://attio.com/tbpn Fin - https://fin.ai/tbpn Graphite - https://graphite.dev Restream - https://restream.io Profound - https://tryprofound.com Julius AI - https://julius.ai turbopuffer - https://turbopuffer.com fal - https://fal.ai Privy - https://www.privy.io Cognition - https://cognition.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 2m

  6. OCT 1

    The World Reacts to Sora 2, Slop vs. Farming Debate | Reece Chowdhry, Jim Gao, Fan-Yun Sun, Carl Pei, Shehzan Maredia, Victor Riparbelli, William Fedus, Jayanth Madheswaran

    (05:21) - Slop vs. Farm Debate (11:40) - Ben Thompson's Sora 2 Analysis (35:37) - The Timeline Reacts to Sora 2 (01:34:31) - The Stablecoin Duopoly is Ending (01:42:14) - Reece Chowdhry, Founding Partner of Concept Ventures, recently announced the launch of their latest $88 million fund, now the largest dedicated pre-seed technology fund in the UK. He emphasized their focus on investing in founders at the earliest stages, particularly at the pre-seed level, and highlighted their commitment to evaluating the personal attributes and backgrounds of entrepreneurs, including their childhood experiences and co-founder relationships. Chowdhry also discussed the firm's contrarian approach to investing in diverse sectors, from high-frequency trading to robotics, and their dedication to leading 90% of their investment rounds without relying on external validation. (01:51:25) - Jim Gao, CEO and Co-Founder of Phaidra, has a background in mechanical engineering and environmental science from the University of California, Berkeley, and previously led DeepMind's energy team, achieving significant energy savings in Google's data centers. He discusses Phaidra's recent Series B funding of over $50 million to develop AI agents for AI factories, emphasizing the complexity of modern data centers and the role of AI in autonomously optimizing their operations. Gao highlights the industry's skilled labor shortage and envisions AI agents augmenting the workforce by acting as virtual plant operators, continuously improving energy efficiency and system stability. (02:01:24) - Fan-Yun Sun, founder and CEO of Moonlake AI, discusses the company's mission to democratize the creation of real-time interactive content, such as simulations and games, by enabling users to generate interactive worlds in minutes without requiring programming expertise. He highlights the potential of AI-generated virtual environments to revolutionize industries like gaming, animation, and education, emphasizing the importance of tool use in developing these generative worlds. Sun also notes that legacy game studios are enthusiastic about collaborating with Moonlake AI to explore new possibilities in interactive content creation. (02:14:24) - Carl Pei, co-founder and CEO of Nothing, discusses the company's recent $200 million Series C funding round, which values the company at $1.3 billion. He highlights the company's growth, noting that they are approaching $1 billion in revenue this year, and emphasizes their focus on building a strong foundation in hardware, particularly smartphones. Pei also shares plans to launch AI-integrated devices starting next year, aiming to create an AI-native platform where hardware and software converge into a single intelligent system. (02:22:02) - Shehzan Maredia, CEO and founder of Lava, a non-custodial Bitcoin lending platform, discusses the launch of a new product that allows users to earn yield on USD backed by Bitcoin. Unlike traditional methods requiring complex financial engineering or exposure to volatile altcoins, Lava offers a secure way to earn returns by making over-collateralized Bitcoin-backed loans, ensuring safety through Bitcoin's liquidity and instant liquidation capabilities. Maredia emphasizes the platform's global accessibility and its appeal to both Bitcoin holders and those seeking high, secure returns on their cash. (02:31:22) - Victor Riparbelli, co-founder and CEO of Synthesia, discusses the company's evolution from its 2017 inception, focusing on AI-driven video creation for enterprises. He highlights the shift from traditional video production to AI-generated content, emphasizing the efficiency and accessibility of their platform. Riparbelli also addresses the challenges and opportunities in AI video, underscoring the importance of utility over novelty in delivering value to customers. (02:40:15) - William Fedus, known as Liam, has a physics background and spent several years at Google Brain, where he worked on generative models, reinforcement learning, and developed some of the first trillion-parameter neural networks. He later joined OpenAI in late 2022, contributing to the development of ChatGPT. In the conversation, Liam discusses his transition from OpenAI to co-founding Periodic Labs, aiming to build systems that can intentionally design the physical world by integrating experimental data with AI, focusing on applications like discovering novel superconductors and advancing material science. (02:55:26) - Jayanth Madheswaran, founder and CEO of Eve, an AI platform for plaintiff law firms, discusses how Eve's technology enables these firms to handle more cases efficiently by automating tasks like case intake and document drafting, aligning with their value-based pricing model. He highlights the contrasting business models of plaintiff and defense law firms, noting that while plaintiffs' firms benefit from increased efficiency through AI, defense firms, which bill by the hour, may be less inclined to adopt such technologies. Madheswaran also addresses the broader implications of AI in the legal industry, including the potential for increased lawsuits and the transformation of traditional law firms into AI-native entities. (03:11:54) - 𝕏 Timeline Reactions TBPN.com is made possible by: Ramp - https://ramp.com Figma - https://figma.com Vanta - https://vanta.com Linear - https://linear.app Eight Sleep - https://eightsleep.com/tbpn Wander - https://wander.com/tbpn Public - https://public.com AdQuick - https://adquick.com Bezel - https://getbezel.com  Numeral - https://www.numeralhq.com Polymarket - https://polymarket.com Attio - https://attio.com/tbpn Fin - https://fin.ai/tbpn Graphite - https://graphite.dev Restream - https://restream.io Profound - https://tryprofound.com Julius AI - https://julius.ai turbopuffer - https://turbopuffer.com fal - https://fal.ai Privy - https://www.privy.io Cognition - https://cognition.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 17m

  7. SEP 30

    Sora 2 Launch Reactions, DoorDash CEO Live in The Ultradome | Tony Xu, Simon Eskildsen, Patrick O’Shaughnessy, Zach Abrams, Andrew Feldman, Brandon Millman, Stanley Tang, Alex Albert, Arthur Querou

    (00:21) - Sora 2 Launch Reactions (13:13) - Tony Xu, CEO and co-founder of DoorDash, discusses the company's recent innovations, including the 'Going Out' feature for in-restaurant dining, Dash Smart Fulfillment Services enabling one-hour delivery for retailers without physical stores, and the autonomous delivery vehicle 'DoorDash Dot.' He emphasizes the importance of continuous improvement and innovation to maintain a competitive edge in the evolving delivery industry. Xu also highlights DoorDash's commitment to supporting local businesses and enhancing customer experiences through technological advancements. (39:19) - Patrick O’Shaughnessy is the CEO of Positive Sum, founder of Colossus, and host of the popular investing podcast Invest Like the Best. He’s known for exploring ideas at the intersection of business, technology, and investing, often highlighting innovative companies and investment strategies. (46:27) - Simon Eskildsen, formerly Shopify's Director of Production Engineering, co-founded TurboPuffer, a company specializing in efficient search engines for large-scale data. In the conversation, he reflects on his eight-year tenure at Shopify, emphasizing the critical role of infrastructure in e-commerce and the lessons learned from managing high-stakes systems. Eskildsen also discusses the challenges of integrating AI into commerce, the importance of efficient search capabilities, and the evolving landscape of AI infrastructure and energy consumption. (01:02:22) - 𝕏 Timeline Reactions w/ Simon Eskildsen (01:32:29) - Zach Abrams, co-founder of Bridge—a stablecoin payment network acquired by Stripe for $1.1 billion—discusses the launch of Open Issuance, a platform enabling rapid creation of customized stablecoins. He envisions a future where numerous entities, including banks and fintechs, issue their own stablecoins, enhancing financial services and user experiences. Abrams also reflects on the challenges faced during Bridge's early days, navigating industry upheavals and the collapse of key banking partners, emphasizing the resilience required to succeed in the evolving stablecoin landscape. (01:42:39) - Andrew Feldman, co-founder and CEO of Cerebras Systems, announced the completion of a $1.1 billion funding round, emphasizing the company's development of AI infrastructure that significantly outperforms traditional GPUs in both inference and training tasks. He highlighted the rapid evolution of AI from novelty to productivity, underscoring the necessity for speed in AI applications and the transformative potential of faster infrastructure on industries, drawing parallels to how increased internet speeds enabled Netflix's shift from DVD rentals to a major movie studio. (01:49:52) - Brandon Millman, co-founder and CEO of Phantom, discusses the launch of two new products: Cash, a stablecoin developed in partnership with Bridge and Stripe, and Phantom Cash, an in-app experience utilizing the Cash stablecoin to enhance daily financial activities. He explains that while initial adoption is expected from existing crypto users seeking everyday utility, the goal is to attract a broader audience over time. Millman also highlights the strategic decision to create a stablecoin that balances compatibility and rewards, aiming to provide a middle-ground solution for companies without the resources to develop their own stablecoins. (01:57:25) - 𝕏 Timeline Reactions (02:27:16) - Stanley Tang, co-founder of DoorDash and head of DoorDash Labs, discusses the launch of "Dot," the company's first autonomous delivery robot designed for suburban areas. Dot is purpose-built for local deliveries, capable of carrying up to 30 pounds and reaching speeds of 20 miles per hour, operating on bike lanes, roads, and sidewalks. Tang emphasizes that Dot is part of DoorDash's broader vision to create a multimodal delivery fleet, integrating various autonomous technologies to meet diverse delivery needs. (02:40:06) - Alex Albert, Head of Developer Relations at Anthropic, discusses the recent launch of Claude Sonnet 4.5, highlighting its superior coding capabilities and enhanced performance across various tasks. He shares positive feedback from developers, noting significant improvements and increased usage. Additionally, Alex announces a community contest encouraging innovative applications of Claude Sonnet 4.5, offering prizes such as a free max plan for a year and $1,000 in API credits. (02:49:02) - Arthur Querou, CEO and co-founder of Vibe, a streaming TV ad platform, discusses how Vibe simplifies TV advertising for small and medium-sized businesses by offering a self-service platform that allows users to easily select channels, target audiences, and measure ad performance. He highlights the advantages of connected TV (CTV) advertising, such as its targetability, measurability, and reach comparable to platforms like Instagram, making it an effective acquisition channel for marketers. Querou also shares that Vibe has raised $50 million in funding and emphasizes the company's focus on serving performance marketers through a self-service model, aiming to democratize TV advertising for businesses of all sizes. (02:58:12) - Sora 2 reactions TBPN.com is made possible by: Ramp - https://ramp.com Figma - https://figma.com Vanta - https://vanta.com Linear - https://linear.app Eight Sleep - https://eightsleep.com/tbpn Wander - https://wander.com/tbpn Public - https://public.com AdQuick - https://adquick.com Bezel - https://getbezel.com  Numeral - https://www.numeralhq.com Polymarket - https://polymarket.com Attio - https://attio.com/tbpn Fin - https://fin.ai/tbpn Graphite - https://graphite.dev Restream - https://restream.io Profound - https://tryprofound.com Julius AI - https://julius.ai turbopuffer - https://turbopuffer.com fal - https://fal.ai Privy - https://www.privy.io Cognition - https://cognition.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 10m

  8. SEP 29

    Claude Sonnet 4.5 Reactions, David Senra Live in The Ultradome | Dylan Field, Adam Foroughi, Mike Krieger, Jeff Weinstein, Adam Draper, James Hawkins, Erik Bernhardsson

    (01:27) - Meta AI App Community Reactions (19:45) - 𝕏 Timeline Reactions (35:22) - Stargate Project Reactions (40:33) - Claude Sonnet 4.5 Reactions (43:54) - Mike Krieger, co-founder and former CTO of Instagram, is now the Chief Product Officer at Anthropic, an AI company based in San Francisco. In the conversation, he discusses the evolution of AI models, emphasizing the importance of balancing eagerness and laziness in AI responses to enhance user experience. He also highlights the significance of AI's ability to maintain coherence over extended tasks, noting that longer task consistency builds user trust and enables more complex applications. (01:16:08) - 𝕏 Timeline Reactions (01:29:04) - Dylan Field, co-founder and CEO of Figma, discusses the integration of AI into design workflows, emphasizing its potential to enhance designers' capabilities by automating routine tasks and enabling more creative exploration. He highlights the importance of balancing AI assistance with human creativity, ensuring that AI serves as a tool to augment rather than replace the designer's role. Field also reflects on the evolving landscape of design, noting that as AI technologies advance, designers will need to adapt by embracing new tools and methodologies to stay at the forefront of the industry. (01:57:48) - Jeff Weinstein, a product leader at Stripe, discusses the integration of agentic commerce into ChatGPT, enabling users to discover and purchase products directly within the chat interface. He highlights the collaboration between Stripe and OpenAI to develop the Agentic Commerce Protocol, an open standard that allows businesses to make their checkouts compatible with AI agents, facilitating seamless transactions initiated by AI. Weinstein also mentions the introduction of a shared payment token API, which enables secure processing of agentic payments across different payment processors. (02:07:45) - Adam Draper, a fourth-generation venture capitalist and co-founder of Boost VC, discusses the firm's recent $87 million fundraising success , highlighting their commitment to investing in pioneering deep tech startups. He shares his personal experience of flying a jetpack, emphasizing Boost VC's dedication to turning science fiction concepts into reality. Draper also outlines the commercialization strategies for jetpack technology, including defense applications like boarding ships and search-and-rescue missions, and expresses enthusiasm for emerging sectors such as biotechnology and health tech. (02:15:49) - James Hawkins, co-founder and co-CEO of PostHog, discusses the company's recent $1.4 million Series E funding round and their developer-focused analytics tools designed to help businesses build better products. He emphasizes PostHog's strategy of offering a wide range of integrated tools to provide a comprehensive view of customer data, differentiating them from competitors. Hawkins also highlights the company's approach to product development, which involves small, autonomous teams working on multiple products simultaneously, fostering rapid iteration and responsiveness to customer needs. (02:24:45) - Erik Bernhardsson, founder and CEO of Modal Labs, discusses how his company provides infrastructure tailored for AI applications, addressing the limitations of traditional tools like Kubernetes and Docker. Modal Labs focuses on serving startups and later-stage companies with a usage-based pricing model, charging per GPU hour. Bernhardsson highlights the inefficiencies in GPU utilization, noting that many companies overcommit resources, and emphasizes Modal's approach of scaling up and down to ensure clients pay only for actual usage. He also shares his perspective on the GPU market, predicting Nvidia's dominance in the near term but expressing optimism about future competition from alternatives like Google's TPUs and AMD. Additionally, he critiques the complexity of CUDA programming and anticipates the development of more user-friendly solutions in the coming years. (02:32:07) - Adam Foroughi, CEO and co-founder of AppLovin, discusses the company's origins in 2012, focusing on providing advertisers with revenue-based pricing models for mobile game advertising. He highlights the challenges faced in securing venture capital funding, noting skepticism about competition from tech giants like Google and Facebook. Foroughi also emphasizes the importance of AI in enhancing advertising effectiveness and the company's commitment to maintaining a lean, high-performing team culture. (03:00:11) - David Senra is the creator of the Founders Podcast, where he delves into the lives and strategies of history's most successful entrepreneurs. In this conversation, he discusses his collaboration with Rob Moore and Andrew Huberman on a new show, emphasizing their shared commitment to quality and innovation. Senra also reflects on his approach to podcasting, highlighting his dedication to delivering concise, impactful content that respects the audience's time and attention. TBPN.com is made possible by: Ramp - https://ramp.com Figma - https://figma.com Vanta - https://vanta.com Linear - https://linear.app Eight Sleep - https://eightsleep.com/tbpn Wander - https://wander.com/tbpn Public - https://public.com AdQuick - https://adquick.com Bezel - https://getbezel.com  Numeral - https://www.numeralhq.com Polymarket - https://polymarket.com Attio - https://attio.com/tbpn Fin - https://fin.ai/tbpn Graphite - https://graphite.dev Restream - https://restream.io Profound - https://tryprofound.com Julius AI - https://julius.ai turbopuffer - https://turbopuffer.com fal - https://fal.ai Privy - https://www.privy.io Cognition - https://cognition.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 43m
See All (230)

About

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.

Information

  • Creator
    John Coogan & Jordi Hays
  • Years Active
    2024 - 2025
  • Episodes
    230
  • Rating
    Explicit
  • Copyright
    © TBPN Corp
  • Show Website
    TBPN

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