TBPN

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

Sign up for TBPN’s daily newsletter at TBPN.com 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 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/ 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

00:05:13 Apple vs OpenAI 00:29:58 Paramount Threatens to Leave CA 00:47:22 𝕏 Timeline Reactions 00:50:13 Alexis Ohanian, co-founder of Reddit and venture capitalist, discusses the enduring value of live events in the age of AI, emphasizing that human experiences like sports and theater remain irreplaceable. He highlights his investments in women's sports, such as Angel City FC, and the track and field league Athlos, aiming to modernize and elevate these domains. Ohanian also touches on the growth of sports betting, expressing concerns about its societal impact and the need for thoughtful regulation. 01:14:53 Morgan Housel is a partner at The Collaborative Fund and the New York Times bestselling author of "The Psychology of Money," with his works translated into over 60 languages and selling over 12 million copies. In the conversation, Housel discusses the psychology behind the rise in sports betting, noting that when individuals perceive limited options in life, they become more risk-seeking, leading to increased gambling activities. He also highlights the impact of technological advancements, such as the accessibility of day trading platforms, which have made gambling more prevalent across generations. 01:52:08 Mark Gurman, a renowned technology journalist specializing in Apple Inc., discusses the recent lawsuit Apple filed against OpenAI, alleging the theft of trade secrets and confidential information. He highlights that OpenAI has recruited over 400 former Apple employees, including key figures like Tang Tan, OpenAI's Chief Hardware Officer, who is accused of soliciting proprietary information during interviews and coaching departing Apple employees on evading security protocols. Gurman emphasizes the significant impact this legal battle could have on both companies, especially as OpenAI ventures into hardware development using alleged misappropriated Apple technologies. 02:16:59 Nico Christie & Michael Jarman. Nico Christie, co-founder and chief product officer of Fundamental Research Labs, discusses the development of Shortcut, an AI-powered Excel agent designed to automate complex spreadsheet tasks for finance professionals. He highlights Shortcut's ability to build financial models in minutes, achieving over 90% formula accuracy through multi-agent verification, and its integration as a native Excel plugin that preserves existing macros and VBA code. Christie also emphasizes Shortcut's continuous improvement, noting a 20% performance gain since launch due to daily updates enhancing agentic performance, user experience, and accuracy. Michael Jarman is a financial modeling expert and the 2024 Microsoft Excel World Champion, winning the title at the Microsoft Excel World Championship in Las Vegas after defeating a field of the world's best spreadsheet competitors. A financial modeling director based in Toronto, he is known for his mastery of advanced Excel, financial modeling, and high-speed spreadsheet problem solving. 02:29:25 𝕏 Timeline Reactions 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

Sign up for TBPN’s daily newsletter at TBPN.com 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 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/ 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

00:04:53 SK Hynix Rallies in Trading Debut 00:08:35 GPT-5.6 Stories 00:24:03 𝕏 Timeline Reactions 00:50:05 Phoebe Gates Accused of Fake Sales 01:10:09 China Launches First Reusable Rocket 01:12:44 Costco Cashier Becomes Millionaire 01:16:36 Love Island Prediction Markets 01:22:36 SONOS Layoffs 01:27:03 𝕏 Timeline Reactions 01:33:28 Hollywood Chases Internet Horror 01:43:09 AI Songs May Get Labels 01:45:31 𝕏 Timeline Reactions 01:47:58 Kim Renovates Nine Mansions 01:51:55 𝕏 Timeline Reactions 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

Sign up for TBPN’s daily newsletter at TBPN.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

Sign up for TBPN’s daily newsletter at TBPN.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

Sign up for TBPN’s daily newsletter at TBPN.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

Sign up for TBPN’s daily newsletter at TBPN.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

Sign up for TBPN’s daily newsletter at TBPN.com 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 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/ 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

00:05:27 Meta Releases Muse 1.1 00:06:36 GPT-5.6 Sol Reactions 00:19:24 Meta Prices AI to Win 00:33:59 Eric Seufert, a prominent analyst and founder of Mobile Dev Memo, discusses Meta's strategic use of AI in advertising to enhance ad performance and address investor skepticism. He emphasizes the importance of Meta's proprietary data in training AI models to create ads that are uniquely effective, thereby demonstrating the tangible benefits of their AI investments. Seufert also highlights the potential for AI-generated creative to alleviate bottlenecks in ad production, ultimately driving significant revenue growth for Meta. 01:00:28 Bernt Øivind Børnich, founder and CEO of 1X Technologies, has led the company since its inception in 2014, focusing on developing humanoid robots like NEO for consumer use. In the conversation, he discusses the launch of NEO, emphasizing its advanced, human-like hand design achieved through in-house development of miniaturized motors and tendons, and highlights the importance of creating robots that safely and effectively interact with the world to enhance AI capabilities. He also touches on the company's commitment to vertical integration, enabling rapid iteration and production scaling, and expresses excitement about the imminent shipping of NEO to consumers. 01:13:14 Josh Lindgren, Head of the Podcast Department at Creative Artists Agency (CAA), began his career as a music agent before transitioning to podcast representation in 2014. In the conversation, he discusses the exponential growth of the podcast industry, the increasing integration of video into podcasting, and the evolving definitions of media formats. He also highlights the importance of creators having a clear purpose for their podcasts and the potential benefits of live shows in strengthening audience relationships. 01:33:40 Jeffrey Morgan, CEO and co-founder of Ollama, discusses how their open-source platform enables developers to run large language models locally, facilitating rapid adoption among Fortune 500 companies due to enhanced security and compliance. He highlights the $65 million Series B funding led by Tamash Tungas, emphasizing plans to expand the team and invest in secure, US- and Europe-based hosting solutions. Morgan also addresses the evolving landscape of open-source models, noting the narrowing gap between open and frontier models, and the importance of providing developers with the right tools to deploy and manage these models effectively. 01:44:07 Thibault Sottiaux, OpenAI's Head of Core Products and Platform, discusses the recent launch of ChatGPT Work, highlighting its enhanced capabilities in coding, cybersecurity, and long-context understanding. He emphasizes the model's improved efficiency and its ability to comprehend human intent with shorter prompts, making it more accessible to users without technical expertise. Sottiaux also notes the development of multi-agent setups, introduced as Ultra mode, where multiple agents collaborate to complete tasks more efficiently. 01:58:38 Sean Frank is the CEO of Ridge Wallet, a company specializing in minimalist wallets and accessories. In the conversation, he discusses Ridge's expansion into products like travel gear and men's wedding rings, the impact of AI on advertising and inventory management, and the evolving landscape of e-commerce, including the challenges faced by luxury brands and the rise of platforms like TikTok Shop. 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

Sign up for TBPN’s daily newsletter at TBPN.com 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 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/ 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

This is our full conversation with Ben Thompson. We discuss why Microsoft's Xbox strategy failed, why he thinks GTA 6 should cost $200, how console wars shaped the modern gaming industry, what went wrong with Xbox Game Pass, why AI is reshaping competition across tech, the future of Microsoft's gaming business, and why regulators often block mergers at exactly the wrong time. 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 Sign up for TBPN’s daily newsletter at TBPN.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

00:05:14 Coatue Bets Big on Blue Origin 00:10:12 Cheaper Vision Pro Dead 00:18:37 Getty x Shutterstock Deal Dies 00:25:50 Empty IBM Campus Goes Viral 00:33:25 𝕏 Timeline Reactions 00:37:17 OpenAI Launches GPT-Live 00:40:54 GPT-5.6 Goes Public This Week 00:45:49 Vincent Weisser, co-founder and CEO of Prime Intellect, announced the company's $130 million Series A funding at a $1 billion valuation, aimed at building an open superintelligence stack. He discussed how Prime Intellect provides a comprehensive platform for training, deploying, and continuously improving AI models, enabling enterprises to develop their own AI agents without relying on closed-source frontier models. Weisser highlighted the company's rapid growth, achieving an annualized revenue run rate of over $100 million, and emphasized the importance of decentralized AI development for broader accessibility and innovation. 01:06:04 Ben Thompson, founder of Stratechery, discusses Microsoft's Xbox strategy, highlighting the company's shift from traditional console sales to a subscription-based model with Xbox Game Pass. He critiques this approach, noting that while it aimed to attract a broader audience, it primarily cannibalized existing sales without significantly expanding the market. Thompson suggests that Microsoft's substantial investments in acquisitions and Game Pass have not yielded the expected growth, leading to internal challenges and strategic reevaluations. 01:34:01 Rodrigo Liang, co-founder and CEO of SambaNova Systems, announced the company's completion of a $1 billion Series F funding round at an $11 billion valuation. He emphasized the growing importance of fast AI inference in enterprise applications and highlighted partnerships with major firms like JPMorgan Chase for secure, on-premises AI solutions. Liang also discussed the company's focus on delivering high-performance, low-latency AI infrastructure that integrates seamlessly into existing data centers. 01:45:27 Alana Palmedo, Managing Partner at Paradigm, co-leads the firm's investment and research efforts, focusing on frontier technologies such as crypto, AI, and robotics. In the conversation, she discusses Paradigm's recent $1.2 billion fundraise aimed at investing in emerging technologies, the firm's expansion beyond its initial focus on crypto to include broader frontier themes, and the importance of supporting both early-stage founders and larger, later-stage companies. 01:54:47 Byron Boots, co-founder and CEO of Overland AI, discusses the company's development of autonomous ground vehicles for defense applications, highlighting their modular design capable of integrating various payloads, including remote weapon stations and drones. He emphasizes the advantages of wheeled vehicles over robotic dogs for military operations, citing their payload capacity and energy efficiency. Additionally, Boots shares that Overland AI secured a $20 million contract with the U.S. Marine Corps to produce autonomous ground vehicles supporting the Marine Air Defense Integrated System (MADIS). 02:01:51 𝕏 Timeline Reactions 02:05:41 Will Mayer, co-founder and high priest at Cold Holdings, began his career creating skateboard films for companies like Vans, which sparked his passion for brands and their cultural significance. He discusses his work with Polymarket, highlighting the rapid development of a viral campaign featuring Rick Rubin, and emphasizes the importance of doctrine, ritual, symbols, charismatic leadership, and identifying an enemy in building cult-like brand followings. Mayer also shares insights on the oversaturation of advertising content, the value of contrarian perspectives, and his approach to scaling creative ventures by incubating startups and accepting equity as compensation. 02:22:16 Tucker Brown, managing partner of Compound Creative Holdings, discusses his 15-year tenure at Creative Artists Agency (CAA), where he led significant transactions, including a $100 million investment in Dude Perfect. He highlights the evolution of creators into enterprise builders, emphasizing the need for appropriate capital structures and operational support to foster sustainable growth and lasting value in creator-led businesses. 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

Sign up for TBPN’s daily newsletter at TBPN.com 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 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/ 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

Sign up for TBPN’s daily newsletter at TBPN.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

Sign up for TBPN’s daily newsletter at TBPN.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

Sign up for TBPN’s daily newsletter at TBPN.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

Sign up for TBPN’s daily newsletter at TBPN.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

Sign up for TBPN’s daily newsletter at TBPN.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

Sign up for TBPN’s daily newsletter at TBPN.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

00:08:50 China Export Controls 00:17:26 SK Hynix Sets to Raise $28B 00:20:28 Meta Unveils Muse Image 00:25:18 Jeremy Giffon Breaks Silence 00:27:19 𝕏 Timeline Reactions 00:33:12 Alex Hormozi is an entrepreneur, investor, and author best known for founding Acquisition.com, where he invests in and advises growing businesses. He is the author of *$100M Offers* and *$100M Leads*, and is widely known for sharing practical frameworks on entrepreneurship, marketing, sales, and scaling companies. 01:34:06 Josh Zoffer, an investor and head of research at CIV, formerly a White House National Economic Council and US Treasury adviser, discusses the strategic importance of data centers in the United States. He emphasizes that data centers are not merely collections of chips but also involve critical technologies like power electronics and industrial materials such as steel. Zoffer warns that if the U.S. hinders data center construction, it risks losing control over essential supply chains, potentially repeating past mistakes that led to reliance on foreign sources for critical materials. 01:46:29 John McElhone, founder of American Turbines, discusses his company's development of compact, 1-megawatt natural gas turbines designed for rapid deployment, capable of powering over a thousand homes and fitting in the back of a pickup truck. He emphasizes the advantage of utilizing the abundant and inexpensive natural gas supply in the United States, making this technology particularly suitable for the domestic market. McElhone also highlights the company's focus on scaling production through automation, aiming to revolutionize energy generation by simplifying turbine design and manufacturing processes. 01:52:09 Deena Shakir, a General Partner at Lux Capital, invests in transformative technologies across sectors such as women's health, digital health infrastructure, health equity, foodtech, and fintech. In the conversation, she discusses Lux Capital's recent investment in 1001, an AI company based in the Gulf Cooperation Council (GCC) region, highlighting the potential for applied AI in the Gulf and the opportunity for rapid, large-scale deployments. She also emphasizes the importance of homegrown companies in the GCC and the unique opportunity to build sovereign AI companies focused on the region. 01:59:15 Hussein Fazal, co-founder and CEO of Super.com, discusses the company's recent $65 million Series D funding led by TPG at a $1.2 billion valuation, and its evolution into a savings super app offering discounts on hotels, gas, insurance, and financial services tailored for everyday Americans. He highlights the integration of AI to expedite product development and the strategic partnership with NASCAR to enhance brand visibility among their target demographic. 02:11:38 John Nay, founder and CEO of Norm AI, discusses the company's recent $120 million funding round at a $1.2 billion valuation, highlighting their shift from selling AI tools to in-house legal teams to establishing Norm Law LLP, a law firm powered by AI agents. He emphasizes the value of vertical integration, with AI engineers and lawyers collaborating closely to reinvent legal workflows, and advises law students to focus on legal engineering by applying AI to legal reasoning. Nay also notes that while international expansion is considered, it requires deliberate planning to ensure the necessary legal expertise in each jurisdiction. 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

This is our full conversation with Alex Hormozi. We discuss his philosophy on choosing the right business, the biggest mistakes entrepreneurs make with AI, why volume beats perfection in media, how he built one of the largest business education brands in the world, what founders get wrong about personal branding, why opportunity selection matters more than most people realize, and how Acquisition.com is evolving from a family office into a brand-powered investment platform. 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 Sign up for TBPN’s daily newsletter at TBPN.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

Sign up for TBPN’s daily newsletter at TBPN.com 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 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/ 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

00:08:33 XBOX Layoffs 00:25:48 "Manual" Ferrari 00:35:56 𝕏 Timeline Reactions 00:54:58 Circle K Lottery Dispute 01:10:06 Baiju Bhatt, co-founder of Robinhood and CEO of Cowboy Space Corporation, discusses the evolution of his company from Aetherflux to Cowboy Space, focusing on developing vertically integrated orbital data centers and launch vehicles to meet the growing demand for AI computing. He emphasizes the importance of designing rockets and data centers as a unified system to optimize performance and cost-effectiveness, aiming to harness solar energy in space to power these data centers. Bhatt also highlights the shift in the space industry towards commercial payloads, particularly for AI applications, and the need for companies to control their own launch capabilities to meet this demand efficiently. 01:35:52 Daniel English, co-founder and managing partner of Legacy Investing, transitioned from tech entrepreneurship to real estate investment, focusing on data centers, logistics, and life sciences facilities. In the conversation, he discusses the evolution of data centers, highlighting their increasing importance due to AI and cloud computing, and emphasizes the strategic conversion of underutilized urban office buildings into high-density data centers to meet growing infrastructure demands. 01:53:40 Michele Catasta, President and Head of AI at Replit, discusses the evolution from "vibe coding" to "vibe building," emphasizing the shift towards enabling users to create customized AI agents that autonomously accomplish tasks end-to-end. He highlights the importance of thinking in terms of goals rather than specific applications, allowing agents to determine the necessary steps and code to achieve desired outcomes. Catasta also predicts a future where agents replace traditional apps, streamlining workflows and reducing reliance on deterministic software. 02:04:42 𝕏 Timeline Reactions 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

Sign up for TBPN’s daily newsletter at TBPN.com 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 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/ 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

00:05:07 Fable Unbanned 00:07:32 OpenAI/U.S. Stake 00:15:38 Jersey Mike's IPO 00:18:46 End of Paper-Based Retirement 00:24:02 SpaceX Phone 00:33:46 𝕏 Timeline Reactions 00:39:52 Andrew Collins, CEO of Flexjet, discusses his journey from joining the company in 2012 through an acquisition to leading its global expansion, including the significant impact of COVID-19 on private aviation demand. He highlights Flexjet's strategic growth, such as the acquisition of Halo Aviation in London and Associated Aircraft Group in New York to form a global helicopter division, and the introduction of large-cabin aircraft like the Gulfstream G700 to meet increasing transatlantic flight demand. Collins also emphasizes the company's focus on enhancing customer experiences through partnerships, including becoming the official private aviation partner of Formula 1, and investing in future aviation technologies like electric vertical take-off and landing (eVTOL) vehicles. 00:56:14 Vipul Ved Prakash, co-founder and CEO of Together AI, discusses the rapid growth of open-source AI models, highlighting their increasing competitiveness with closed-source alternatives and their ability to handle complex enterprise tasks. He emphasizes the cost-effectiveness and scalability of open models, noting a significant shift as companies adopt them to optimize expenses and maintain control over sensitive data. Prakash also addresses the evolving regulatory landscape, advocating for transparent evaluation of AI models to balance innovation with safety concerns. 01:07:21 Isaiah Taylor, founder and CEO of Valar Atomics, discusses the company's recent milestone of generating electricity for the first time with their Ward 250 reactor, marking them as the first nuclear startup to achieve this feat. He highlights the advantages of nuclear power over natural gas, emphasizing its scalability and reduced climate impact, particularly in meeting the growing energy demands of the AI industry. Taylor also underscores the importance of proactive community engagement, noting that Valar Atomics involves local leaders early in the process to address potential concerns and foster support for their projects. 01:16:17 Dean Ball, a former Senior Policy Advisor for Artificial Intelligence and Emerging Technology at the White House Office of Science and Technology Policy, recently joined OpenAI as Head of Strategic Futures. In his conversation, he discusses the rapid evolution of AI policy, noting that the current pace of policy development may be outstripping technological advancements. He also highlights the personal dynamics influencing AI policy debates and expresses concerns about potential government overreach in AI governance, emphasizing the need for balanced approaches to ensure both innovation and safety. 01:49:46 Rob Toews, a venture capitalist and AI columnist, discusses his firm's recent $100 million investment in 12 Labs, a company specializing in video intelligence and understanding. He also shares his process for making annual AI predictions, highlighting five forecasts for 2030, including Anthropic's emergence as a major life sciences company, the disruption of semiconductor monopolies, the advent of telepathic communication, significant reductions in AI energy consumption, and societal debates over AI rights. Throughout the conversation, Toews emphasizes the rapid advancements in AI and their profound implications for various industries and societal norms. 02:09:55 Tuhin Srivastava, co-founder and CEO of Baseten, an AI inference infrastructure company, discusses the company's recent $1.5 billion Series F funding round, which values Baseten at up to $13 billion. He highlights the growing demand for AI inference solutions across various sectors and emphasizes the importance of open-source models and customized AI solutions for businesses to maintain control over their data and intelligence. Srivastava also addresses concerns about open-source AI, advocating for the development of open-source control to ensure companies can own their intelligence and data. 02:20:44 𝕏 Timeline Reactions 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

Sign up for TBPN’s daily newsletter at TBPN.com 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 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/ 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

00:06:01 Meta Sells Compute? 00:32:52 𝕏 Timeline Reactions 00:36:49 Mark Pincus, an American internet entrepreneur, is best known as the founder of Zynga, the pioneering social mobile gaming company behind hits like FarmVille and Words with Friends. In his recent conversation, Pincus discusses his new book, *Life at the Speed of Play*, which offers a hands-on guide to transforming ideas into products that resonate with users. He emphasizes the importance of rapid testing and learning in the AI era, sharing insights from his experiences to help entrepreneurs increase their chances of success. 01:13:17 Shubh Sinha, co-founder and CEO of Integral, discusses the company's recent $18 million Series A funding and its mission to sanitize proprietary real-world datasets—such as medical records and financial transactions—so AI developers can access valuable data while ensuring privacy and compliance. 01:19:15 Wayne Ting, CEO of Lime, reflects on the company's journey to its IPO, emphasizing the challenges faced in the micromobility industry and Lime's success in building a scalable, sustainable, and profitable business. He highlights the importance of operational efficiency, noting that even small mistakes can significantly impact the business, and stresses the need for a clear focus on critical areas like hardware, software, operations, and government relations. 01:31:40 Jeffery Liu is the co-founder and co-CEO of Assort Health, a San Francisco-based company specializing in AI-driven solutions for healthcare providers. In the conversation, Liu discusses how Assort Health's agentic platform enhances the entire patient journey by automating tasks such as call center operations, document processing, patient intake, care gap activation, and payment collection. 01:38:55 Eliot Pence, co-founder of Dominion Dynamics, discusses the company's recent $100 million funding round aimed at building a Canadian defense technology firm focused on autonomous systems and Arctic domain awareness. He highlights Canada's rich defense tech history and the current opportunity to establish a major defense brand, emphasizing the importance of developing solutions for the Arctic's harsh environment to create significant competitive advantages. 01:45:41 Luca Ferrari, co-founder and CEO of Bending Spoons, an Italian digital business holding company, has led the firm to a successful $1.7 billion IPO, listing on the Nasdaq under the ticker "BSP" with an $18.4 billion valuation. In a recent conversation, he discussed the company's broad acquisition strategy, emphasizing the importance of predictability and long-term improvement in potential targets, rather than focusing solely on industry or synergy alignment. Ferrari also highlighted the time-intensive nature of their transformative integration process and reflected on their journey from an initial $10,000 acquisition to their current position, underscoring that, despite their achievements, the company's journey is just beginning. 02:08:14 Nick Grossman, a partner at Union Square Ventures, discusses the firm's investment approach, emphasizing their focus on expansive technological waves that open new opportunities, such as the Web 2.0 era and the rise of agentic AI. He introduces the "Rebel Alliance" thesis, highlighting the vast ecosystem emerging around powerful AI models and the potential for generational companies to be built across various components of the agentic stack. Grossman also addresses the challenges and opportunities of thesis-driven investing, noting the importance of timing, team selection, and the balance between capital intensity and strategic positioning in the evolving AI landscape. 02:27:23 Julian Hoenig, co-founder and chief design officer of Amble, discusses the inception of the Amble One, a street-legal electric buggy designed for short-range mobility in resorts and urban areas. The idea originated from a conversation with his friend José António Uva, who sought an aesthetically pleasing mobility solution for his resort in Portugal. Recognizing a broader market need, Hoenig and his team developed the Amble One, emphasizing design, comfort, and performance, with plans to begin deliveries to hospitality clients in 2027 and expand to consumer markets by 2028. 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

Sign up for TBPN’s daily newsletter at TBPN.com 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 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/ 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