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. -17 H

    Silicon Valley vs The Vatican, Bryan Johnson’s Shroom Trip | Soren Monroe-Anderson, Jeff Miller, Kaz Nejatian, Paul Needham, Jordan Nanos, Isaiah Taylor, Hayden Adams, Grant Lee

    (00:49) - Silicon Valley vs The Vatican (39:37) - Reacting to Bryan Johnson’s Trip (44:46) - 𝕏 Timeline Reactions (01:00:10) - Soren Monroe-Anderson, CEO and co-founder of Neros Technologies, a U.S.-based defense tech company specializing in unmanned aerial systems, announced a $75 million Series B funding led by Sequoia Capital. He discussed Neros' focus on producing low-cost, high-impact FPV drones for military applications, emphasizing the importance of a China-free supply chain and domestic manufacturing. Monroe-Anderson highlighted the critical role of FPV drones in modern warfare, particularly in Ukraine, and Neros' commitment to scaling production to meet growing demand. (01:34:43) - Jeff Miller, Vice President of Marketing at Anduril Industries, has a rich background in advertising and marketing, including roles at Ogilvy, PepsiCo, and Snap Inc. In the conversation, he discusses his journey to Anduril, emphasizing the company's mission-driven culture and innovative marketing strategies, such as the "Don't Work at Anduril" campaign designed to attract like-minded talent. Miller also highlights Anduril's approach to brand storytelling, focusing on clarity and authenticity to resonate with both potential employees and the broader public. (02:06:59) - 𝕏 Timeline Reactions (02:17:25) - Kaz Nejatian, the newly appointed CEO of Opendoor Technologies, brings a wealth of experience from his previous roles as COO and VP of Product at Shopify, and product leadership positions at Meta. In his recent conversation, Nejatian emphasized his commitment to leveraging artificial intelligence to simplify and expedite the home buying and selling process, aiming to make it more certain for consumers. He also highlighted the importance of operational efficiency and product innovation in achieving these goals. (02:43:55) - Paul Needham, CEO of The Infatuation, discusses the company's recent "Best New Restaurants" campaign, highlighting top dining spots across the U.S. and London, and shares insights into current dining trends, including the impact of economic factors on the restaurant industry and the rise of non-alcoholic beverages. (02:55:33) - Jordan Nanos, a member of the technical staff at SemiAnalysis, discusses the latest findings from ClusterMAX 2.0, an evaluation of GPU cloud providers. He highlights the emergence of new companies like CoreWeave, Navia, Slamda, FluidStack, and Crusoe, which are gaining market share from traditional providers such as AWS, Azure, GCP, and Oracle. Nanos emphasizes that not all GPUs are deployed equally, and the choice of provider significantly impacts AI transactions, underscoring the importance of selecting the right GPU provider for critical AI workloads. (03:14:45) - Isaiah Taylor, founder and CEO of Valar Atomics, discusses the company's recent $130 million Series A funding round, which will enable them to activate their nuclear reactor prototype built during their earlier $19 million seed round. He emphasizes the importance of reducing energy costs by mass-producing standardized reactors, aiming to make energy ten times cheaper than current rates. Taylor also highlights the technical challenges ahead, focusing on the need for rapid iteration and testing to successfully deploy their reactors and meet the growing demand for affordable energy. (03:28:09) - Hayden Adams, founder and CEO of Uniswap Labs, discusses the activation of protocol fees on the Uniswap platform, a move aimed at generating revenue for the Uniswap DAO. He emphasizes the importance of decentralization and transparent financial infrastructure, highlighting Uniswap's role in pioneering decentralized finance. Adams also addresses regulatory challenges faced by crypto companies in the U.S., expressing hope for clearer regulations that recognize the unique nature of decentralized protocols. (03:41:37) - Grant Lee, co-founder and CEO of Gamma, an AI-powered content creation platform, discusses the company's recent $68 million Series B funding led by Andreessen Horowitz, valuing Gamma at $2.1 billion. He highlights Gamma's profitability over the past two years, achieving $100 million in annual recurring revenue with a lean team of 50 employees. Lee attributes their success to early development of innovative editing tools and seamless integration of AI, enabling users to create presentations efficiently, and emphasizes the platform's organic virality and plans to expand through API partnerships. (03:50:00) - 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

    4 h 7 min
  2. -3 J

    Elon's Trillion Dollar Pay Package, Breaking Down the State of AI | Katherine Boyle, Mikey Shulman, Immad Akhund, Jordan Castro

    (00:17) - Timeline in Turmoil over OpenAI (09:36) - Fannie & Freddie May Buy Tech Stakes (11:27) - The Mansion Section (18:23) - Elon's Trillion Dollar Pay Package (28:06) - Breaking Down the State of AI (55:55) - 𝕏 Timeline Reactions (01:11:07) - Katherine Boyle, a general partner at Andreessen Horowitz leading its American Dynamism fund, discusses the transformative speech by Secretary of Defense Pete Hegseth, which outlines significant reforms in defense acquisitions. These reforms prioritize commercial-first technologies, streamline the procurement process, and encourage competition from startups, aiming to modernize the military and enhance national security. Boyle emphasizes the positive impact these changes will have on Silicon Valley and the broader defense innovation base, marking a pivotal shift in defense technology integration. (01:29:44) - Mikey Shulman, co-founder and CEO of Suno, an AI-driven music creation platform, discusses the company's mission to democratize music production by enabling users to generate songs through text prompts, eliminating the need for traditional instruments or production software. He highlights Suno's evolution from a Discord bot to a web application, emphasizing the shift from a tech-savvy early user base to a broader audience seeking creative entertainment. Shulman also addresses the integration of AI in music, noting that while professionals increasingly adopt Suno to enhance their workflows, the platform primarily serves individuals who love music but lack formal training, fostering a new behavior of accessible music creation. (01:56:49) - Immad Akhund, co-founder and CEO of Mercury, a fintech company offering banking services tailored for startups, discusses Mercury's recent milestone of achieving three years of profitability, emphasizing the importance of building trust with customers by ensuring financial stability. He highlights the company's proactive measures, such as providing accelerated FDIC insurance to safeguard client deposits, especially in light of the Silicon Valley Bank crisis. Additionally, Akhund shares insights into Mercury's strategic use of AI to enhance back-office operations and customer service, underscoring the company's commitment to innovation and efficiency. (02:14:20) - 𝕏 Timeline Reactions (02:36:51) - Jordan Castro is an American novelist and poet known for his works "The Novelist" and "Muscle Man." In the conversation, Castro discusses his novel "Muscle Man," which follows Harold, a discontented literature professor who finds solace in weightlifting, exploring themes of masculinity and academia. He also reflects on his personal experiences with fitness, the impact of physical activity on mental health, and critiques the media's portrayal of masculinity. 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

    3 h 12 min
  3. -4 J

    OpenAI's "Backstop," The Benefits of Bubbles, Elon's New Comp Package | Bret Taylor, Dave Baszucki, Vlad Tenev, Uri Marchand, Alex Israel, Paul Erlanger, Nilam Ganenthiran

    (00:00) - OpenAI's "Backstop" (50:55) - The Benefits of Bubbles (56:00) - 𝕏 Timeline Reactions (01:13:21) - Bret Taylor, co-founder of Sierra and chairman of OpenAI, discusses Sierra's recent customer conference, Sierra Summit, highlighting the company's growth from a small team to serving over 400 customers, and announces new product features, including the ability to publish customer service agents directly to ChatGPT, reflecting the evolving landscape of customer engagement through AI agents. (01:31:44) - David Baszucki, co-founder and CEO of Roblox Corporation, discussed the platform's significant growth, noting that daily active users have reached approximately 150 million, with all content created by its vast developer community. He highlighted the company's goal to capture 10% of the global gaming market, up from the current 3%, and emphasized the importance of continuous innovation, particularly in integrating AI to enhance user experiences and support dynamic, large-scale multiplayer environments. Baszucki also addressed the platform's robust creator economy, mentioning that over $1 billion is projected to flow back to developers this year, underscoring Roblox's commitment to supporting its creator community. (01:58:43) - Vlad Tenev is the co-founder and CEO of Robinhood, a financial technology company he launched in 2013 to democratize finance for all. In the conversation, Tenev discusses Robinhood's strong earnings, highlighting relentless product velocity and increased market share across equities, options, crypto, and prediction markets, which have been doubling quarter over quarter since their launch a year ago. He also emphasizes the company's focus on becoming a comprehensive financial super app, aiming to handle all aspects of users' finances in one place. (02:33:33) - Uri Marchand, CEO and Co-Founder of Overwolf, a platform enabling in-game creators to build, distribute, and monetize apps and mods, discusses the company's role in supporting developers who enhance existing games with user-generated content (UGC). He emphasizes the importance of respecting intellectual property rights and collaborating with game studios to integrate UGC safely and effectively. Marchand also highlights Overwolf's significant growth, noting that the company has paid out approximately $800 million to creators, with $300 million distributed in the last 12 months. (02:47:30) - Alex Israel, co-founder and CEO of Metropolis Technologies, announced the company's recent $1.6 billion financing, comprising $500 million in Series D equity and a $1.1 billion term loan. He expressed confidence in managing the debt, citing Metropolis's scale, free cash flow, and plans to expand AI-driven, seamless payment solutions into new verticals like gas stations, car washes, and quick-service retail. Israel emphasized focusing on revenue synergies and long-term growth over cost-cutting, aiming to build trust with consumers through innovative, frictionless experiences. (02:57:01) - Paul Erlanger, co-founder of the crypto trading app fomo, discusses the platform's mission to become the largest financial platform built natively on crypto rails, offering users access to millions of digital assets with seamless onboarding and social features. He highlights Fomo's rapid growth since its launch six months ago, including onboarding over 120,000 users and achieving daily trading volumes between $20 to $40 million. Erlanger also emphasizes the company's focus on expanding asset offerings to include equities, bonds, and prediction markets, aiming to provide a comprehensive and accessible financial platform for the mass market. (03:04:17) - Nilam Ganenthiran, former President of Instacart and Partner at D1 Capital, is the Co-Founder and CEO of Beacon Software, an AI-focused holding company that acquires and grows niche vertical market software businesses serving underrepresented sectors. In the conversation, he discusses how Beacon partners with entrepreneurs to integrate AI into traditional industries like campgrounds and private schools, enhancing operations and customer engagement. He highlights examples such as using AI for lead generation in campground management and developing new products like letsboat.com to expand service offerings efficiently. (03:14:39) - Elon's New Comp Package 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

    3 h 20 min
  4. -5 J

    Isaacman Back in the Cockpit at NASA, Google Takes AI to Space, 𝕏 Timeline Reactions | Cliff Obrecht, Jerry Murdock, SHL0MS, Shehzan Maredia, Mina Fahmi, Alessandro Chesser, John Maslin, Eugenia Kuyda, Anish Acharya, David Risher & Erin Brewer

    (00:31) - Isaacman Back in Cockpit at NASA (20:44) - Google Takes AI to Space (26:09) - 𝕏 Timeline Reactions (01:18:31) - Cliff Obrecht, co-founder and COO of Canva, discusses the company's growth to 260 million monthly active users and nearly $4 billion in revenue, emphasizing their focus on delivering user value through an integrated creative operating system. He highlights Canva's strategic incorporation of AI, including the acquisition of Leonardo, to enhance design capabilities and streamline workflows. Obrecht also shares insights on successful company acquisitions, stressing the importance of understanding founders' motivations and ensuring cultural alignment for effective integration. (01:33:41) - Jerry Murdock, co-founder of Insight Partners, discusses the firm's inception in 1995 alongside Jeff Horing, highlighting their early focus on infrastructure and applications to avoid the dot-com bubble, which ultimately did not shield them from the market downturn. He reflects on the challenges faced during the early 2000s, emphasizing the importance of adaptability and strategic investment in emerging technologies. Murdock also shares insights on the current AI boom, cautioning about potential economic disruptions and the necessity for companies to align with evolving technological platforms. (02:03:22) - 𝕏 Timeline Reactions (02:11:54) - SHL0MS is an anonymous artist known for provocative projects that challenge conventional norms, such as detonating a Lamborghini to critique the rapid wealth culture in cryptocurrency communities. In the conversation, he discusses his inclination to disrupt systems, his disdain for traditional labels like 'artist,' and his use of AI to enhance his creative endeavors. (02:26:52) - Shehzan Maredia, CEO of Lava, discusses the company's recent $200 million funding round and the launch of their Bitcoin Line of Credit, offering flexible, low-interest loans backed by Bitcoin. He highlights the product's adaptability to users' diverse financial needs, emphasizing its open-ended terms and absence of fixed payment schedules. Maredia also addresses Lava's strategy to navigate Bitcoin's volatility by maintaining a Bitcoin-only collateral policy and encouraging users to add more collateral to their loans. (02:34:18) - Mina Fahmi, co-founder of Sandbar, introduces the Stream ring—a wearable device designed to capture voice notes and control music through a touchpad interface. He explains that the ring allows users to effortlessly record thoughts and ideas on the go, with the companion app organizing these notes and facilitating interactions with an AI assistant. Fahmi also discusses the development timeline, noting that after two years of building, Sandbar plans to begin shipping the product in the summer of 2026. (02:41:52) - Alessandro Chesser, CEO of Dynasty and former VP of Sales at Carta, discusses how Dynasty simplifies the creation of Nevada trusts, enabling founders to leverage Qualified Small Business Stock (QSBS) exemptions for significant tax savings. By establishing multiple trusts, founders can maximize tax-free capital gains, with each trust eligible for up to $10 million in exemptions. Chesser emphasizes the importance of setting up these trusts early to avoid gift tax implications and highlights Dynasty's mission to make such financial strategies accessible to a broader audience. (02:48:34) - John Maslin, CEO and co-founder of Vulcan Elements, discusses the company's $1.4 billion deal with the U.S. government to establish a 10,000 metric ton rare earth magnet facility, aiming to address the nation's critical shortage in this sector. He emphasizes the urgency of building a domestic supply chain for these essential components, which are vital for defense, aerospace, and economic industries, and outlines plans to have initial capacity online by 2027, with efforts to accelerate the timeline if possible. Maslin also highlights the importance of a collaborative approach between industry and government to meet the growing demand for rare earth magnets, stressing that the challenge lies more in manufacturing capabilities than in raw material availability. (02:54:57) - 𝕏 Timeline Reactions (02:57:19) - Eugenia Kuyda, founder and CEO of Replika, an AI company focused on developing conversational AI for companionship and emotional support, discusses her new venture, Wabi, a personal software platform where users can discover, remix, or create mini apps for daily life. Unlike traditional app builders, Wabi hosts all mini apps within its platform, offering benefits like social graph discovery, integrated services, and enhanced security. Kuyda envisions Wabi as a YouTube for mini apps, aiming to set software free by providing an interface that allows users to tap into AI capabilities through personalized, lightweight workflows. (03:14:15) - Anish Acharya, a General Partner at Andreessen Horowitz, has a background in founding and leading consumer technology companies, including SocialDeck and Snowball, both acquired by major tech firms. In the conversation, he discusses the evolution of software from the eclectic and experimental nature of the early 90s internet to its current, more uniform state, emphasizing the need to reintroduce creativity and cultural diversity into software development. He highlights the potential of AI to democratize software creation, enabling rapid development of personalized applications and fostering a more participatory and innovative digital environment. (03:28:05) - David Risher, CEO of Lyft, and Erin Brewer, CFO of Lyft, discusses the company's record-breaking earnings, highlighting all-time highs in gross bookings, adjusted EBITDA, and free cash flow. They emphasize Lyft's strategic focus on customer satisfaction, aiming to reduce surge pricing by increasing driver supply and improving service metrics. The team also outlines plans for integrating autonomous vehicles into Lyft's platform through partnerships with industry leaders like Waymo and Baidu, creating a hybrid network that combines human drivers and robotaxis. 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

    3 h 47 min
4,6
sur 5
126 notes

À propos

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.

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