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. Elon’s go-to banker leads SpaceX IPO, SaaSination, Bejing’s robot Boom | Diet TBPN

    1 HR AGO

    Elon’s go-to banker leads SpaceX IPO, SaaSination, Bejing’s robot Boom | Diet 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.com is made possible by: Ramp - https://Ramp.com AppLovin - https://axon.ai 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 Labelbox - https://labelbox.com Lambda - https://lambda.ai Linear - https://linear.app MongoDB - https://mongodb.com NYSE - https://nyse.comOkta - https://www.okta.com Phantom - https://phantom.com/cash Plaid - https://plaid.com Public - https://public.com Railway - https://railway.com Ramp - https://ramp.com Restream - https://restream.ioSentry - https://sentry.io Shopify - https://shopify.com Turbopuffer - https://turbopuffer.com Vanta - https://vanta.com Vibe - https://vibe.co Sentry - https://sentry.io Cisco - https://www.ciscoaisummit.com/ai-virtual-summit.html 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

    31 min
  2. 4 HR AGO

    Elon Musk's Banker, Beijing Pours $26B into Robot Boom, How Apollo Dodged SaaSsassination | Ashlee Vance, Vincenzo Landino, Ethan Thornton, Kris Marszalek, Cristóbal Valenzuela, Brad Svrluga, Dayna Grayson

    Sign up for TBPN’s daily newsletter at TBPN.com (02:56) - Elon Musk's Banker (13:55) - 𝕏 Timeline Reactions (20:46) - How Apollo Dodged SaaSsassination (25:22) - 𝕏 Timeline Reactions (44:35) - Beijing Pours $26B into Robot Boom (01:03:54) - WSJ: The "Frozen" U.S. Job Market (01:16:32) - Vincenzo Landino is an entrepreneur and media strategist, serving as the CEO and co-founder of The Landino Group, which encompasses Aftermarq, a video production studio; Brainwork Media, a podcast production network; and Landino PR, a modern public relations firm. In the conversation, he discusses the new Johnny Ive-designed Ferrari, expressing mixed feelings about its design and questioning its alignment with Ferrari's traditional aesthetics. He also comments on NASCAR's recent advertising campaign, noting its emphasis on American heritage and its strategic positioning in response to the growing popularity of Formula 1 in the U.S. (01:37:22) - Ethan Thornton, founder and CEO of Mach Industries, began his entrepreneurial journey in high school with a woodworking and metalworking business. He later attended MIT for aerospace engineering but left to establish Mach Industries, focusing on unmanned defense systems. In the conversation, Thornton discusses the urgency of the U.S. adopting unmanned systems to maintain a strategic advantage, emphasizing the need for decentralized, cost-effective manufacturing to counter potential adversaries. (02:02:36) - Kris Marszalek, co-founder and CEO of Crypto.com, recently launched AI.com, an AI platform offering autonomous agents to perform tasks on users' behalf. He discussed acquiring the AI.com domain for $70 million in April 2025, recognizing its significance and swiftly finalizing the deal. Marszalek also highlighted the platform's Super Bowl LX advertisement, which, despite causing a temporary website crash due to overwhelming traffic, successfully attracted approximately 300,000 sign-ups in a single day. (02:20:12) - 𝕏 Timeline Reactions (02:33:09) - Cristóbal Valenzuela, CEO and co-founder of Runway, an applied AI research company, discusses the company's recent $315 million Series C funding round and the release of their 4.5 video model, emphasizing the need to scale computing resources to meet growing user demand. He highlights the importance of balancing exploration and exploitation in AI development, advocating for both creating new models and building effective workflows to stay connected with user needs. Valenzuela also notes the increasing adoption of AI in media and entertainment, with studios and agencies integrating AI into their workflows to enhance efficiency and creativity. (02:43:39) - Brad Svrluga, co-founder and General Partner at Primary Venture Partners, announced the firm's $625 million fifth fund, comprising both a pure seed fund and a select fund for follow-on investments. He emphasized the firm's commitment to institutional seed investing at scale, focusing on providing tailored support to founders at the earliest stages, especially as larger platforms increasingly enter the seed market. Svrluga also highlighted the importance of deep industry knowledge and strong co-founder relationships for early-stage startups, noting that while rapid prototyping is possible, genuine customer understanding and team dynamics are crucial for long-term success. (02:56:49) - Dayna Grayson, co-founder and managing partner of Construct Capital, discusses her journey from early-stage investing at NEA to focusing on industrial tech startups, emphasizing the importance of leveraging commoditized components in hardware development to mitigate risks associated with capital-intensive projects. She highlights the role of AI and automation in addressing talent shortages and boosting productivity within the industrial sector, noting that while physical AI adoption is progressing slowly, it is indeed happening. Grayson also touches on the reindustrialization narrative, particularly in the defense sector, underscoring the necessity of building on U.S. soil and adopting new technologies to meet increasing demands. (03:15:48) - Ashlee Vance is an American journalist, author, and filmmaker, renowned for his 2015 biography of Elon Musk and his work on the "Hello World" TV series. In the conversation, Vance discusses his media company, Core Memory, which focuses on science and technology content, including a YouTube show, podcast, and Substack newsletter. He also talks about his documentary projects, such as one on brain-computer interfaces, and shares insights into the challenges of producing documentaries in the current media landscape. TBPN.com is made possible by:  Ramp - https://Ramp.com AppLovin - https://axon.ai 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 Labelbox - https://labelbox.com Lambda - https://lambda.ai Linear - https://linear.app MongoDB - https://mongodb.com NYSE - https://nyse.com Phantom - https://phantom.com/cash Plaid - https://plaid.com Public - https://public.com Railway - https://railway.com Restream - https://restream.io Shopify - https://shopify.com Turbopuffer - https://turbopuffer.com Vanta - https://vanta.com Vibe - https://vibe.co Sentry - https://sentry.io Cisco - https://www.cisco.com Okta - https://www.okta.com Kalshi - https://kalshi.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 42m
  3. Super Bowl Ad Reactions, ChatGPT launches ads, Jordi vs France | Diet TBPN

    1 DAY AGO

    Super Bowl Ad Reactions, ChatGPT launches ads, Jordi vs France | Diet 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.com is made possible by: Ramp - https://Ramp.com AppLovin - https://axon.ai 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 Labelbox - https://labelbox.com Lambda - https://lambda.ai Linear - https://linear.app MongoDB - https://mongodb.com NYSE - https://nyse.comOkta - https://www.okta.com Phantom - https://phantom.com/cash Plaid - https://plaid.com Public - https://public.com Railway - https://railway.com Ramp - https://ramp.com Restream - https://restream.ioSentry - https://sentry.io Shopify - https://shopify.com Turbopuffer - https://turbopuffer.com Vanta - https://vanta.com Vibe - https://vibe.co Sentry - https://sentry.io Cisco - https://www.ciscoaisummit.com/ai-virtual-summit.html 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

    32 min
  4. 1 DAY AGO

    Super Bowl Ad Reactions, New Ferrari Design, Ads Launch in ChatGPT | Jason Fried, Bill Bishop, Jason Kelly, Dan Romero, Boris Sofman, Sara Hooker, Edward Mehr

    Sign up for TBPN’s daily newsletter at TBPN.com (11:59) - Super Bowl Ad Reactions (57:18) - Ads Launch in ChatGPT (01:15:44) - Jason Fried, co-founder and CEO of Basecamp, a web-based project management platform, is known for his minimalist approach to software design and advocacy for simplified business practices. In the conversation, he discusses Ferrari's upcoming electric vehicle, the Luce, focusing on its interior design collaboration with Jony Ive and the integration of tactile and digital elements. Fried expresses appreciation for the fresh approach but emphasizes the importance of cohesive design between a car's interior and exterior, noting that the overall success depends on how these elements harmonize. (01:30:42) - Bill Bishop is a bilingual American entrepreneur and China expert who co-founded CBS MarketWatch in 1997 and later founded the Sinocism China Newsletter, providing in-depth analysis on Chinese affairs. In the conversation, he discusses the severe winter conditions in Washington, D.C., recent developments in U.S.-China relations, including military purges within the PLA, and the implications of AI advancements and chip sales between the two nations. (02:01:51) - Jason Kelly, co-founder and CEO of Ginkgo Bioworks, discusses the evolution of laboratory automation, likening traditional manual lab work to early manual transportation methods, and highlights the role of AI in managing experimental variability. He emphasizes the potential of autonomous labs to democratize scientific research, enabling broader participation and accelerating innovation across various sectors. Kelly also addresses the importance of biosecurity measures and the need for responsible management of biotechnological advancements to mitigate potential risks. (02:22:23) - 𝕏 Timeline Reactions (02:30:07) - Dan Romero, a seasoned professional with over a decade in the crypto industry, recently transitioned from his role at Farcaster to join Tempo, a purpose-built Layer 1 blockchain designed for stablecoin payments, incubated by Stripe and Paradigm. He discusses the significant potential for stablecoins, especially following the passage of the Genius Act, and emphasizes Tempo's focus on payments, highlighting partnerships with companies like DoorDash and Klarna. Romero also explores the integration of stablecoins with AI agents, suggesting that stablecoin rails could enable seamless, programmatic transactions for AI-driven services. (02:43:52) - Boris Sofman, co-founder and CEO of Bedrock Robotics, discusses the development of autonomous technologies for heavy machinery to address labor shortages in industries like construction, mining, and agriculture. He explains that Bedrock's approach involves retrofitting existing equipment with sensor and compute systems to enable operatorless operation, enhancing productivity and safety. Sofman also highlights the challenges of electrifying construction equipment due to infrastructure limitations and emphasizes the potential of AI to revolutionize various sectors by integrating advanced autonomy and intelligence into physical industries. (02:58:39) - Sara Hooker, co-founder of Adaption Labs and former VP of Research at Cohere, discusses her company's focus on developing AI systems capable of real-time, continuous learning without the need for costly retraining cycles. She emphasizes the importance of creating adaptable intelligence that evolves through real-world interaction, aiming to eliminate the reliance on prompt engineering and enhance efficiency across various domains. Hooker also highlights the recent $50 million seed funding secured by Adaption Labs, which will support their mission to build AI models that require less computing power and cost less to run than most leading systems. (03:07:46) - Edward Mehr, CEO of Robocraftsman, discusses his company's development of versatile manufacturing robots capable of performing various metal operations, including sheet forming, welding, and assembly, to produce complex metal structures for industries like aerospace and automotive. He highlights the transition from technology development to scaling operations, with plans to establish larger facilities and expand capabilities to meet increasing demand. Mehr envisions a future where hardware manufacturing becomes as flexible and accessible as software development, enabling rapid customization and production without the need for traditional tooling. (03:25:11) - Jordi vs. France TBPN.com is made possible by:  Ramp - https://Ramp.com AppLovin - https://axon.ai 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 Labelbox - https://labelbox.com Lambda - https://lambda.ai Linear - https://linear.app MongoDB - https://mongodb.com NYSE - https://nyse.com Phantom - https://phantom.com/cash Plaid - https://plaid.com Public - https://public.com Railway - https://railway.com Restream - https://restream.io Shopify - https://shopify.com Turbopuffer - https://turbopuffer.com Vanta - https://vanta.com Vibe - https://vibe.co Sentry - https://sentry.io Cisco - https://www.cisco.com Okta - https://www.okta.com Kalshi - https://kalshi.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 32m
  5. The AI chip squeeze, Dirty Soda mania, OCC approves Palmer Luckey’s Erebor | Diet TBPN

    4 DAYS AGO

    The AI chip squeeze, Dirty Soda mania, OCC approves Palmer Luckey’s Erebor | Diet 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.com is made possible by: Ramp - https://Ramp.com AppLovin - https://axon.ai 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 Labelbox - https://labelbox.com Lambda - https://lambda.ai Linear - https://linear.app MongoDB - https://mongodb.com NYSE - https://nyse.comOkta - https://www.okta.com Phantom - https://phantom.com/cash Plaid - https://plaid.com Public - https://public.com Railway - https://railway.com Ramp - https://ramp.com Restream - https://restream.ioSentry - https://sentry.io Shopify - https://shopify.com Turbopuffer - https://turbopuffer.com Vanta - https://vanta.com Vibe - https://vibe.co Sentry - https://sentry.io Cisco - https://www.ciscoaisummit.com/ai-virtual-summit.html 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

    31 min
  6. 4 DAYS AGO

    Chip Bottleneck vs. Energy Bottleneck, Amazon’s $200B Capex, Big Tech Earnings | Doug O'Laughlin, Max Levchin, TJ Parker, Arsalan Tavakoli

    Sign up for TBPN’s daily newsletter at TBPN.com (01:05) - Chip Bottleneck vs. Energy Bottleneck (16:12) - Amazon Plans Record $200B Capex (29:31) - Inside the Search for Iger's Heir (34:30) - TikTok Fuels "Dirty Soda" Craze (46:25) - Anthropic Tanked the Software Market (51:21) - 𝕏 Timeline Reactions (01:17:31) - WSJ Mansion Section (01:29:31) - Doug O'Laughlin is a developer deeply engaged with Anthropic's AI coding assistant, Claude Code, utilizing it extensively in his daily workflow. He discusses the integration of Claude Code into GitHub, highlighting its role in automating tasks like drafting pull requests and code reviews, thereby enhancing developer productivity. Doug also explores the evolution of AI models, noting the rapid advancements in Claude's capabilities and their impact on software development practices. (02:03:13) - Max Levchin, a Ukrainian-American software engineer and entrepreneur, co-founded PayPal in 1998 and currently serves as CEO of Affirm, a fintech company he founded in 2012. In the transcript, Levchin discusses Affirm's impressive 36% year-over-year growth in merchant sales volume, reaching approximately $1.1 billion in revenue for the quarter. He attributes this success to seasonal sales events like Black Friday and the rapid growth of the Affirm Card, which has seen 100% year-over-year growth across various metrics. Additionally, Levchin highlights the success of Affirm's self-created shopping holiday, "The Big Nothing," offering 0% APR deals without fine print, which significantly boosted their numbers. (02:21:20) - TJ Parker is the co-founder and former CEO of PillPack, a pharmacy service acquired by Amazon in 2018, where he later served as Vice President of Health and Pharmacy until 2022. In the conversation, Parker discusses the controversy surrounding Hims' compounding of GLP-1 medications, highlighting the FDA's recent warning letter addressing safety and efficacy concerns. He also touches on the implications of the new Wegovy pill for the weight loss market and the potential impact of AI in healthcare, emphasizing the importance of integrating AI with comprehensive medical histories to enhance patient care. (02:40:51) - Arsalan Tavakoli, co-founder and Senior Vice President of Field Engineering at Databricks, discusses the rapid evolution of AI, emphasizing that while technological advancements are significant, the real challenge lies in organizations learning to effectively deploy and utilize these tools to derive value. He highlights the importance of having a unified, governed data platform to support both small and large-scale data projects, noting that even seemingly simple tasks can quickly expand in complexity and data requirements. Tavakoli also underscores that, despite the proliferation of AI agents, many enterprises struggle to move beyond pilot phases to achieve meaningful production outcomes, often due to issues related to data quality, governance, and integration. TBPN.com is made possible by:  Ramp - https://Ramp.com AppLovin - https://axon.ai 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 Labelbox - https://labelbox.com Lambda - https://lambda.ai Linear - https://linear.app MongoDB - https://mongodb.com NYSE - https://nyse.com Phantom - https://phantom.com/cash Plaid - https://plaid.com Public - https://public.com Railway - https://railway.com Restream - https://restream.io Shopify - https://shopify.com Turbopuffer - https://turbopuffer.com Vanta - https://vanta.com Vibe - https://vibe.co Sentry - https://sentry.io Cisco - https://www.ciscoaisummit.com/ai-virtual-summit.html Okta - https://www.okta.com Kalshi - https://kalshi.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 5m

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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