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. 12 HR AGO

    Swatch AP Collab, Cerebras IPO, Trump Visits China | Ferdinand Dabitz, Spencer Rascoff, Eric Olson, Matt Lohstroh, Jay Azhang, Amir Sadeghian, Alexander Taubman, Quaid Walker

    (00:29) - AP & Swatch Collab (16:45) - Cerebras Boosts IPO Price Range (24:56) - Trump to Visit China (29:37) - Timeline Reactions (36:37) - Ferdinand Dabitz, co-founder and CEO of Augustus, a fintech company specializing in instant bank payments, discusses the recent conditional approval from the SEC to charter Augustus National Bank as a full-service U.S. national bank. He emphasizes the unparalleled global demand for the U.S. dollar and identifies inefficiencies in current clearing banks, which are slow and outdated. Dabitz outlines Augustus National Bank's mission to modernize this infrastructure, aiming to enhance the distribution of the dollar by offering faster and more efficient clearing services to global financial institutions. (41:47) - - Spencer Rascoff, co-founder of Zillow and current CEO of Match Group, discusses his transition from the board to CEO, emphasizing his commitment to addressing the global loneliness epidemic through Match Group's platforms. He outlines his initial focus on breaking down organizational silos within the company, transforming it from a holding company to an operating company, and highlights the importance of people, motivation, and organization in building great products. Rascoff also shares his hands-on approach to revitalizing Tinder, aiming to enhance innovation and user outcomes, particularly for the Gen Z demographic. (01:05:47) - - Eric Olson, co-founder of Consensus, an AI-powered academic search engine, discusses the company's recent $30 million Series B funding led by Great Point Ventures, aimed at expanding their product beyond search into a comprehensive workspace for researchers. He highlights the organic growth driven by direct-to-consumer adoption and partnerships with over 100 universities, where libraries distribute the product to students. Olson emphasizes focusing on automating specific research tasks, such as literature searches, while leaving uniquely human aspects like idea generation and interdisciplinary connections to researchers. (01:13:37) - - Matt Lohstroh, co-founder and CEO of Giga Energy, began his journey at Texas A&M University, where he and his colleagues developed modular data centers powered by flared natural gas to mine Bitcoin. Facing supply chain challenges, they vertically integrated their operations, manufacturing essential components like transformers and switchgear, and expanded into AI data centers. Lohstroh emphasizes Giga's commitment to rapid deployment, achieving data center energization in nine months by prefabricating infrastructure, and highlights the importance of community engagement to address concerns such as noise and energy consumption. (01:28:03) - - Jay Azhang, founder of N of 1, an AI research lab focused on financial markets, discusses his background in public market investing and software development, and how his company aims to train models that generalize across markets to eventually surpass human traders. He highlights the importance of integrating with various brokerages to provide a consumer-facing platform where users can describe trading ideas in natural language, which the models then translate into fully deployed trading agents. Additionally, he mentions that N of 1 recently raised a $15 million funding round to support their initiatives. (01:36:12) - - Laurel Supply Discussion (01:45:26) - - Amir Sadeghian, CEO and co-founder of Astrocade, discusses how their AI-powered platform enables anyone to create and share games using natural language prompts, democratizing game development. He highlights the platform's rapid growth, with over 75,000 games created by users from 80 countries and approximately 5 million monthly active users. Sadeghian also emphasizes Astrocade's mission to make interactive content creation accessible and enjoyable for a diverse global audience. (02:03:24) - - Timeline Reactions (02:10:12) - - Alexander Taubman, co-founder and CEO of Long Lake, discusses the company's recent $6.3 billion acquisition of American Express Global Business Travel, marking their largest deal to date. He highlights Long Lake's strategy of integrating applied AI into service sectors, aiming to enhance productivity and customer experience. Taubman also emphasizes the company's focus on long-term growth and its commitment to transforming the services industry through technology. (02:25:11) - - Quaid Walker discusses the anticipated collaboration between Swatch and Audemars Piguet, known as "Royal Pop," set to launch on May 16, 2026. He highlights that the collaboration is expected to reinterpret the iconic Royal Oak design into a more accessible format, possibly featuring a mechanical movement and a versatile design that can be worn as a wristwatch or a lanyard accessory. Walker also notes the potential impact on the luxury watch market, considering the collaboration's aim to introduce younger buyers to mechanical watchmaking while maintaining the prestige of the Audemars Piguet brand. 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 39m
  2. 3 DAYS AGO

    Intel & Apple, The American Economic Rollercoaster | Brian Chesky, Josh Reeves, Jonathan Neman, Zal Bilimoria

    (01:34) - Apple and Intel Reach Chip Deal (10:05) - The American Economic Rollercoaster (27:52) - Timeline Reactions (43:48) - Josh Reeves, CEO and co-founder of Gusto, a company specializing in payroll, benefits, and HR solutions for small businesses, discusses the company's recent milestone of surpassing $1 billion in trailing revenue, attributing this achievement to their commitment to assisting small businesses. He emphasizes Gusto's focus on execution and support for small businesses, noting that while they have no immediate plans to go public, they are closely monitoring market conditions. Reeves also highlights the impact of AI on business growth rates and the increase in new business formations, expressing optimism about the potential for AI to empower more individuals to become business owners. (55:59) - Jonathan Neman, co-founder and CEO of Sweetgreen, discusses the company's recent nationwide launch of wraps, marking its most significant menu expansion to date. After a year of development, Sweetgreen introduced four signature wraps featuring a custom four-ingredient tortilla, aiming to offer a portable, healthy, and craveable option for customers. Neman emphasizes the importance of customer feedback in this innovation, highlighting the use of social listening tools and direct interactions to meet consumer demands for convenient and satisfying meals. (01:32:00) - Zal Bilimoria is the solo general partner at Refactor Capital, a seed-stage venture capital firm he founded in 2016, focusing on hard tech startups in sectors like bio, climate, and aerospace. In the conversation, he reflects on his journey from product management roles at Microsoft, Google, YouTube, Netflix, and LinkedIn to becoming a partner at Andreessen Horowitz, where he co-launched their Bio Fund, before establishing Refactor Capital. Bilimoria discusses his investment philosophy, emphasizing a concentrated portfolio strategy, writing $1-2 million checks to 20-25 companies per fund, and highlights recent successes such as Astranis' $450 million Series E raise and PathAI's $1 billion acquisition by Roche. (01:56:27) - Brian Chesky, co-founder and CEO of Airbnb, is an American businessman and industrial designer who has led the company since its inception in 2007. In the conversation, he discusses Airbnb's accelerated growth post-pandemic, attributing it to a renewed startup intensity and a focus on enhancing the guest experience. Chesky also highlights the significant role of AI in the company's operations, noting that 60% of Airbnb's code is now written by AI, which has improved customer service efficiency and reduced costs. 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 33m
  3. 6 DAYS AGO

    $GME CEO Ryan Cohen, OpenAI vs Elon Musk Continues, U.S. Gets Early Access to AI Models | Harley Finkelstein, Scott Strazik, Brian Elliott, Stephen Balaban & Michel Combes

    (01:06) - OpenAI vs Elon Musk Continues (09:19) - U.S. Gets Early Access to AI Models (21:22) - Courtroom Simulator (23:25) - Coinbase Cuts 14% of Staff (28:37) - Meta's Cheap Stock May Be A Trap (32:51) - Harley Finkelstein, born November 8, 1983, in Montreal, is a Canadian entrepreneur and the president of Shopify. In the conversation, he highlights Shopify's recent achievements, including consecutive quarters with over $100 billion in Gross Merchandise Volume (GMV) and a 34% increase in revenue to $3.2 billion. He also discusses the growing adoption of Shopify by major brands like LVMH and Lands' End, the impact of AI on entrepreneurship, and the expansion of agentic commerce through platforms like ChatGPT and Google. (45:41) - Scott Strazik, CEO of GE Vernova, has over 20 years of experience in leadership, finance, and operations within General Electric, including roles as CEO of GE's Gas Power business and CFO of GE Aviation's Commercial Engine Operations. He discusses the significant role GE Vernova plays in global electricity generation, with its equipment contributing to about a third of the world's electricity outside China. Strazik emphasizes the company's commitment to meeting the growing global demand for electric power through its diverse portfolio, including gas turbines, nuclear power plants, wind turbines, and grid electrification technologies. He also highlights the importance of investing in automation and workforce development to scale production efficiently and address challenges in building new power plants, particularly in remote locations. (01:12:59) - Brian Elliott, CEO of Blitzy, discusses the company's recent $200 million funding at a $1.4 billion valuation, highlighting their autonomous software development platform designed for complex enterprise use cases. He explains how Blitzy serves industries like banking and insurance by autonomously improving large codebases over extended periods, utilizing foundational models from OpenAI, Gemini, and Anthropic. Elliott emphasizes their direct go-to-market approach, demonstrating rapid codebase analysis and autonomous operation, setting a new benchmark for autonomy in software development. (01:20:24) - Stephen Balaban, co-founder and former CEO of Lambda, has transitioned to the role of Chief Technology Officer, passing leadership to Michelle Combs, the former CEO of Sprint and SoftBank International. In their discussion, they emphasize a shared commitment to scaling the company's AI infrastructure by focusing on capital formation and operational expansion, aiming to provide the most efficient computing power for their customers. Balaban will continue to lead product vision and technology direction, while Combs will drive growth and operational excellence. (01:29:17) - Ryan Cohen, CEO of GameStop and co-founder of Chewy, has made an unsolicited $56 billion bid to acquire eBay, offering $125 per share in a half-cash, half-stock deal. He envisions transforming eBay into a formidable competitor to Amazon by integrating GameStop's physical stores with eBay's online platform, enhancing services like live commerce and authentication of collectibles. Cohen emphasizes his commitment to the venture, proposing performance-based compensation and expressing confidence in his ability to revitalize eBay's operations. (02:02:20) - 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 9m

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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