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. 4h ago

    TSMC Hacked, Vibes Down Outlook Down, NVIDIA v2 | Tae Kim, Ben Smith, Gunjan Banerji, Abhishek Malani

    (03:16) - GQ Men of the Year Recap (06:42) - NVIDIA Staff Want Jensen Back (10:33) - Jensen Belittled His Successor (16:11) - The Jensen Story Continues (22:53) - TSMC Hacked (25:03) - Microsoft Outlook Outage (27:46) - Chinese AI Labs Linked to Blackwell (30:40) - Tae Kim discusses Nvidia’s leadership crisis, Jensen Huang’s legacy, and the company’s potential successors, drawing on his extensive reporting and interviews for his book about Nvidia. He argues that Nvidia can remain successful by retaining key executives, preserving its engineering culture, and selecting a capable CEO, while also assessing the company’s earnings outlook, AI-chip demand, and intensifying U.S.–China technology competition. (58:09) - Ben Smith, co-founder and editor-in-chief of Semafor, discusses the political fallout surrounding Nvidia CEO Jensen Huang, including chip exports to China, his relationship with the Trump administration, and Nvidia’s future without him. He also explains how the story emerged through Washington leaks and previews Semafor’s Silicon Valley and the World summit. (01:16:08) - Gunjan Banerji discusses her work as a Wall Street Journal markets reporter and host of *The WSJ Money Interview*. She shares insights on how wealthy investors capitalize on crises, spend on luxury travel and collectibles, and approach candid conversations about money, while explaining her strategy for creating compelling, shareable interviews. (01:30:05) - Abhishek Malani discusses organizing Sequoia Capital’s No Limit poker-bot tournament with OpenAI and Citadel Securities, which attracted more than 700 competitors from 7,000 applicants. He explains how participants develop adaptive strategies for novel poker variants under strict one-millisecond response limits, while the event helps identify and support exceptional young technical talent. TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com Codex - http://openAI.com/codex Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/tbpn/id1772360235 https://www.youtube.com/@TBPNLive

  2. 1d ago

    Jensen Out, TBPN Merch Drop, GPT-6 Cyber | Dylan Patel, Eric Newcomer, Tantum "Teddy" Collins, Joe Fioti

    (00:20) - TBPN Merch Drop (05:48) - Jensen Out (09:45) - Colette Kress Takes NVIDIA's Helm (29:11) - Short Seller Flagged NVIDIA's Risk (37:47) - Post-Jensen Era Begins (54:18) - GPT-6 Cyber (57:40) - Dylan Patel discusses the potential fallout from a leadership crisis at Nvidia, including succession challenges, slower decision-making, tighter China restrictions, and risks to the open-source AI ecosystem. A semiconductor and AI analyst, he also evaluates possible CEO candidates, shifting advantages among AI labs, and how specialized data is driving uneven gains in model capabilities. (01:28:58) - Eric Newcomer, founder of the tech publication Newcomer and co-founder of the Cerebral Valley AI Summit, discusses the event’s origins and growth into a major gathering for AI leaders. He also explores leadership uncertainty at Nvidia, opportunities for competing chipmakers, and Silicon Valley’s political realignment following the midterm elections. (01:39:17) - Tantum Teddy discusses his book *The Bitter Struggle*, drawing on his experience in the Biden White House to examine U.S.–China AI competition, chip export controls, and the challenge of balancing innovation, national security, and democratic values. He also describes his startup, Inherent, which develops human–AI collaboration tools for scientific research and other complex, open-ended problems. (01:55:54) - Joe Fioti, co-founder and CEO of Luminal, discusses the company’s software-defined AI accelerator platform and its recent $25 million funding round. He explains how Luminal’s compiler stack unlocks heterogeneous computing, supports chipmakers and AI companies, and reduces inference costs through partnerships with platforms such as AWS Trainium and Positron. TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com Codex - http://openAI.com/codex Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/tbpn/id1772360235 https://www.youtube.com/@TBPNLive

  3. 2d ago

    🇺🇸 Veterans Day 🇺🇸, The Great Hobby Debate, AI is BACK! | Dan Goldenberg, Darren Farber, Walter Goodwin

    (03:13) - Brian Chesky Goes on the Nice List (06:33) - Jensen Scandal Tests NVIDIA Board (13:07) - 𝕏 Timeline Reactions (24:44) - AI is BACK! (31:56) - 𝕏 Timeline Reactions (35:46) - WSJ: There's No Such Thing as a Stock Market Bubble (43:53) - The Great Hobby Debate (57:42) - Dan Goldenberg discusses his journey from Navy captain and corporate executive to president of the Call of Duty Endowment. He explains how the organization uses rigorous, results-driven philanthropy to help veterans secure high-quality civilian jobs and explores how AI could enable employment counselors to support more veterans effectively. (01:22:32) - Darren Farber discusses his experience as a former Department of Defense weapons buyer and current defense-focused private equity investor at Albion River. He explains his strategy of acquiring critical weapons-component manufacturers, using automation to strengthen production, and applying battlefield lessons to defense manufacturing while assessing AI, drones, supply chains, and venture capital’s growing role in the industry. (01:45:17) - Walter Goodwin, founder and CEO of AI chip company Fractile, discusses its $720 million funding round and plans to expand its global team, secure manufacturing capacity, and accelerate chip production. He explains Fractile’s memory-stacking architecture, which aims to deliver dramatically higher bandwidth and faster AI model performance, while highlighting its potential role in cybersecurity and AI safety. TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com Codex - http://openAI.com/codex Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/tbpn/id1772360235 https://www.youtube.com/@TBPNLive

4.5
out of 5
179 Ratings

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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