TBPN

这是我们对彼得·施泰因贝格尔的完整采访，自他推出Clawdbot以来首次公开亮相，于TBPN现场录制。 TBPN是一档由约翰·库根和乔迪·海斯主持的科技脱口秀直播节目，工作日太平洋时间上午11点至下午2点在X和YouTube上播出，完整剧集在播出后立即上传至播客平台。 被《纽约时报》称为“硅谷最新痴迷对象”的TBPN，近期邀请了马克·扎克伯格、山姆·奥特曼、马克·库班和萨提亚·纳德拉等嘉宾。 TBPN.com由以下赞助商支持： 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 Okta - 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.io Sentry - 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 关注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 Chapters: 00:00 Apple’s “Pro And Tell” Event + Touchscreen MacBook Pro Reveal 05:56 Apple’s New MacBook Pricing + The Glowing Logo Returns 09:27 Google Unveils Genie 4 + Are We Living in a Simulation? 12:33 Gemini 4 Carbon Tops AI Benchmarks + The Model Naming Wars 17:47 OpenAI Turns to Google’s TPUs + Massive AI Compute Deals 21:29 A $60M Nvidia Supercomputer on eBay + Malaysia’s AI Compute Boom 25:50 Instinct’s $30B Valuation Rumors + The Personal AI Agent Wars

00:00:31 Apple's Pro and Tell Event 00:16:29 Genie 4 00:25:50 OpenAI Eyes Custom Google Chips 00:31:24 𝕏 Timeline Reactions 00:55:14 Mark Gurman discusses Apple’s latest products, drawing on his expertise as a Bloomberg technology journalist and prominent Apple reporter. He praises the iPhone Duo and OLED MacBook Pro while addressing manufacturing defects, software quirks, Apple’s lagging AI strategy, and its broader challenges with innovation and acquisitions. 01:29:58 Zach Rash discusses Coco Robotics’ autonomous sidewalk delivery robots, including its fleet of roughly 1,000 units, UK expansion through DoorDash and Deliveroo, and plans to manufacture 20,000 next-generation robots for 2027. The co-founder and CEO also explains Coco’s fleet operations, regulatory challenges, AI benchmarks, and goal of safely navigating complex urban environments at scale. 01:40:28 Ben Liu discusses his role as co-founder and CEO of Formation Bio, an AI-native pharmaceutical company focused on making clinical trials and drug development faster and more affordable. He explains how its $600 million fund will finance promising individual drug assets while using AI, specialized talent, and a hub-and-spoke model to bring more medicines to patients. 01:52:37 Amiram Shachar discusses Upwind, the cloud and AI cybersecurity company he co-founded and leads as CEO. He explains its platform-based security approach, the team’s cloud infrastructure expertise, AI’s impact on software development and cyber threats, and the company’s recent $400 million Series C funding round. 01:59:22 Jasper Zhang discusses founding Hyperbolic, a unified platform that aggregates and orchestrates global GPU compute, allowing customers to flexibly access, manage, and resell unused capacity. A math prodigy who completed his UC Berkeley PhD in two years, Zhang also explains Hyperbolic’s broad hardware support, strategic investor relationships, and recently raised $30 million. 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

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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/@TBPNLiveAnduril’s American-Made Laptops, OpenAI Disproves ETH, New MacBook Pro | Diet TBPN Chapters: 00:00 Palmer Luckey’s BlueChip Laptop + The Return of American-Made Computers 05:11 Inside BlueChip’s Launch + The Fight for Secure U.S. Hardware 11:53 America’s First Laptops + Apple’s New M6 MacBook Pro 16:34 OpenAI’s New Math Breakthrough + A 25-Year Hypothesis Challenged 21:00 Anthropic’s Secret Founder Succession Plan + The Golden Share 24:33 Soda Wives Goes Viral + Silicon Valley’s Rage-Bait Problem 27:04 DoorDash Eyes a $17B Instacart Acquisition 30:00 Trump Wants to Replace “AI” With “Superintelligence”

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This is our full interview with Gavin Baker. We discuss his biggest takeaways from Anthropic's S-1, the growing demand for GPUs and why compute prices keep rising, how SpaceX and Anthropic going public could unlock more capital for AI investment, the rise of AI agents, and why he believes Wall Street is underestimating the AI boom. 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

01:47 Anduril Laptop 17:16 Apple Unveils New Macbook Pro 21:12 𝕏 Timeline Reactions 22:54 OpenAI Announces Three New Discoveries 36:51 Anthropic Founders Can Name Secret Successors 39:23 China's AI Bubble is Already Bursting 43:34 AI Startup Dating Show Goes Viral 47:57 DoorDash + Instacart 54:24 Harley-Davidson's Electric Motorcycle Stalls 59:57 Miles Arnone discusses his role as co-founder and CEO of Rebuild Manufacturing, a 2,000-person company restoring U.S. industrial capacity through engineering, domestic production, and new hard-tech ventures. He outlines Rebuild’s acquisition strategy, advances in affordable drone and vehicle manufacturing, skepticism toward overreliance on robotics, and a $2.1 billion fundraise led by JPMorgan Chase and General Catalyst. 01:12:43 Rahul Sengottuvelu discusses Ramp’s expansion into AI-powered financial and software automation as the company’s CTO. He introduces Inspect, a secure, collaborative, multi-model coding agent designed to handle complex codebases, integrate with company systems, and give finance teams visibility and control over AI spending. 01:21:12 Gavin Baker discusses the accelerating adoption and strong economics of AI, emphasizing Anthropic’s diversified customer base, surging demand for compute, and the transformative potential of AI agents. The Atreides Management managing partner also shares his optimistic investment outlook on infrastructure, biology, energy, and broader public participation in the AI economy. 02:02:40 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

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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 Chapters: 00:00 Anthropic Files for Historic IPO + Inside Its $67B Revenue Run Rate 04:08 Anthropic’s $637B Compute Commitments + Surging Profit Margins 09:49 Anthropic’s Distillation Problem + The Christmas Revenue Slump 13:38 Anthropic’s Seven Founders Keep 50.1% Voting Control 20:02 Anthropic’s $2T IPO Valuation Debate + Spark Capital’s 131x Bet 25:12 Anthropic’s White-Hat AI Hack + The $20B Bug Bounty Debate 28:57 Samsung Smart TV Spying Allegations + The Case for Dumb TVs 31:15 Instagram Takes on YouTube With Long-Form Video

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01:17 Anthropic's S-1 28:45 Agents Break into Anthropic's Systems 34:51 Cohere Model Attempts Unexpected Action 44:25 Samsung Controversy 50:57 𝕏 Timeline Reactions 51:00 IGTV 01:05:54 Doug O'Laughlin & Joey Brookhart discuss Anthropic’s strong IPO fundamentals, capital efficiency, compute commitments, and the economics of AI labs and neoclouds. A trend-focused SemiAnalysis expert and enthusiastic AI power user, he also examines cybersecurity threats, open-source model risks, enterprise adoption, and the emerging role of personal and workplace AI agents. 01:35:20 Andre Haddad, Turo’s CEO of 15 years, discusses the company’s growth and launch of Verified Full Self-Driving for Tesla rentals through a direct API integration. He also highlights Turo’s vision for autonomous vehicle delivery, improved risk management, and broader brand awareness. 01:48:46 David Faugno, CEO of 1Password, discusses the growing security risks posed by AI agents and the need to limit their access to sensitive credentials. He highlights 1Password’s rapid growth, its new security tools for AI agents, and practical protections such as passkeys, hardware keys, and strong credential hygiene. 02:00:38 Mark Swan discusses Nevis, the AI wealth-management platform he co-founded and leads as CEO. He explains how Nevis equips independent financial advisors with agents that automate complex workflows, generate proactive recommendations, and improve efficiency without replacing human advisors, while highlighting the company’s rapid growth and partnership with Charles Schwab. 02:08:34 Chanda A. Bell & Christa Pitts discuss co-founding The Lumistella Company, the family-owned business behind The Elf on the Shelf, and transforming a cherished childhood tradition into a global Christmas franchise. They highlight the company’s entrepreneurial journey, major growth milestones, entertainment and licensing partnerships, and commitment to creating joyful family moments during the holiday season. 02:20:56 Ivan Zhang & Luisa San Martin discuss his role as Cohere’s co-founder leading efforts to secure AI models and systems. They explain the discovery of potentially dangerous data-exfiltration behavior in an open-weight model and advocates for stricter safety standards, transparent research, and careful testing before release. 02:31:26 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

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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 Chapters: 00:00 Call of Duty: Modern Warfare 4 Launch + Tyler’s Prestige Challenge 01:16 Moderna’s Cancer Vaccine Results Leak + The Stock Meltdown 06:39 Togi’s Insane Moderna Trade + The $500K Options Gamble 13:07 Trump Wants to Rename the Atlantic Ocean + Google Pushes Back 14:32 Joe Lonsdale Uses Grok for Parenting + Scott Wu’s Math Flex 19:54 Knicks’ Fake Championship Rings + MSG’s Cruel Phishing Test 24:57 Quest Diagnostics Hacked + Patient Data Exposed 27:54 The $12.5M Alaska Compound With Its Own Helipad 30:26 War Hound’s Bioengineered Military Dogs + The Dire Wolf Vision

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00:01:30 Moderna Drama 00:13:50 𝕏 Timeline Reactions 00:55:07 Thomas Wright discusses his role as CEO and principal broker of Summit Sotheby’s International Realty, drawing on decades of experience developing luxury real estate businesses across Western resort markets. He examines Utah’s rapid growth, the diverging luxury and general housing markets, evolving buyer preferences, property-marketing strategies, and the ethical risks of AI-enhanced imagery. 01:18:18 Kyle Schiller discusses Marathon Fusion’s efforts to commercialize fusion energy by solving fuel-cycle and industrial bottlenecks while rapidly increasing reactor power density. The company plans to make fusion more economical by producing gold and high-value medical radioisotopes alongside electricity, with Schiller acknowledging that significant scaling and engineering work remain. 01:25:01 Steven Schwartz, co-founder and CEO of Whop, discusses the company’s $205 million funding round led by Sequoia and Shopify Ventures. He describes Whop’s mission to help entrepreneurs build sustainable incomes by providing integrated payments, advertising, business guidance, and financial infrastructure across fast-growing niche markets. 01:40:35 WSJ Mansion Section 01:43:02 Genetically Engineered Military Dogs 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

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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 Chapters: 00:00 Trevor Milton Fires Back at Diet TBPN + His Jet Launch 03:19 Trevor Milton’s Screenshot Meltdown + The Jet Photo Controversy 07:23 Meta’s New Class C Stock + Zuckerberg’s Voting Power 12:03 Zuck’s California Billionaire Tax Problem + The Florida Dilemma 16:20 iPhone Duo Backlash + Why Apps Aren’t Ready 20:30 Apple’s “Polished Prototype” Problem + iPhone Duo Durability Tests 23:52 Ben Thompson Lands Stripe Sponsorship + The Podcast Ad Boom 26:00 Mad Max Truck, Gum Watch + Lightning in a Bottle

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00:00:36 Matthew Prince on PHP2Shell. Matthew Prince is the co-founder and CEO of Cloudflare, a company focused on internet security and infrastructure. Prince discusses major cybersecurity vulnerabilities, AI’s growing role in finding and defending against threats, and why rapid software updates and industry coordination are essential. He also predicts that surging AI-agent traffic will reshape the internet’s business model through mechanisms such as micropayments. 00:29:12 𝕏 Timeline Reactions 00:38:05 Meta Unveils New Class C Stock 00:47:07 Kevin Weil, founder of Warp Sciences, discusses building AI-powered robotic laboratories to accelerate drug discovery and reshore critical pharmaceutical research from China to the United States. He explains the company’s vertically integrated approach, growing market opportunity, and $215 million funding round to build a next-generation preclinical contract research organization. 01:01:39 Mc Lader discusses his role as the new head of Cognition Industries, drawing on his experience as a frontier-tech founder and former president of a stablecoin company acquired by Coinbase. He outlines Cognition’s strategy to build small, founder-led teams across 14 major industries, combining vertical expertise with Devin’s AI agents to help enterprises modernize software, strengthen security, and create industry-specific products. 01:12:16 Dillon Baxter discusses PlantSwitch, the sustainable packaging company he co-founded to replace disposable plastics with plant-based materials that biodegrade without leaving microplastics. He explains the company’s vertically integrated manufacturing, rapid growth, major distribution partnerships, and plans to use its Series B funding to expand into plastic-free coffee cups and lids. 01:20:18 Richard Starson, founder and CEO of Stelius, discusses building U.S.-made high-power microwave systems for defense applications, particularly neutralizing drone swarms and protecting critical infrastructure. He also outlines the company’s early funding and long-term goal of advancing compact fusion for energy, hypersonics, and spaceflight. 01:28:42 Brian Manning, founder and CEO of space-based navigation company Xona Space Systems, discusses launching six satellites, raising $250 million, and scaling manufacturing for its commercial GPS alternative. He explains how Xona’s stronger, jam-resistant signals can improve positioning accuracy, indoor coverage, device integration, and battery efficiency for commercial and military users. 01:42:54 iPhone Duo Early 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

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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 Chapters: 00:00 John’s Out Sick + The Show Must Go On 02:27 AI Finds a Major PHP Flaw + The Race to Patch the Internet 11:15 Trevor Milton’s Jet Reveal + Why Are the Wings Propped Up? 13:05 iPhone Duo’s Rough Reviews + Apps & Camera Trade-Offs 16:42 SpaceX Earnings + Elon’s $500B–$1T Revenue Prediction 23:34 SpaceX–Tesla Merger Talk + The $10T Bull Case 27:30 OpenAI’s Google Cloud Deal + AI Bubble Talk 29:52 YouTube vs. Netflix + The Creator Economy

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00:03:20 The Internet Is Finished 00:14:52 Trevor Milton's Jet Launch 00:17:09 iPhone Duo Early Reviews 00:21:02 SpaceX Explosive Growth 00:35:30 Nikesh Arora, CEO of cybersecurity company Palo Alto Networks, discusses the severe PHP vulnerability, the urgent need for organizations to patch and protect critical infrastructure, and the likelihood that increasingly powerful AI models will uncover more security flaws. He also examines the risks of autonomous AI agents, the value of open-source models for transparency, and the sustained demand for AI computing infrastructure. 00:57:40 Aidan Smith discusses the rapid growth of his systems-first AI lab, its billion-dollar Series A, and breakthroughs in GPU optimization through mega-kernel technology. He argues that better algorithms, architectures, and data efficiency could produce more creative, unconventional AI models while expanding automation beyond intellectual work. 01:08:05 Akhil Iyer discusses his journey from the Marine Corps to co-founding Watchtower Labs, an AI defense startup that recently raised $35 million. He explains how its simulation platform helps military planners anticipate logistics and supply-chain disruptions, evaluate numerous scenarios, and make better decisions during conflicts, crises, and competition. 01:14:45 Max Junestrand discusses his role as co-founder and CEO of legal AI platform Legora and the company’s $88 million funding round at a $550 million valuation. He explains how AI adoption in law demands greater accuracy and oversight than coding, while enabling smaller firms and enterprise legal teams to handle more complex work efficiently. 01:25:32 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 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 Chapters: 00:00 PSA’s $1M Trading Card Heist + Who Pays? 04:52 Trevor Milton’s Private Jet Comeback 08:34 Would You Trust a Jet From Nikola’s Ex-CEO? 14:32 Is Airplane Etiquette Dead? + The Quiet Cabin Debate 18:12 United’s Middle-Seat Pricing Pitch + Airline Movie Rankings 22:02 The Window-Shade War + Airplane Seat Negotiations 26:13 Mercedes’ 1,153-HP Electric SUV + The Luxury EV Problem 30:10 “I Felt Nothing” + A Goalie Explains Playing on Instinct

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