
Hosted by John Coogan & Jordi Hays · EN

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.comPublic - https://public.comCisco - https://www.cisco.comConsole - https://www.console.comCrowdStrike - https://www.crowdstrike.comFigma - https://www.figma.comMongoDB - https://www.mongodb.comNYSE - https://www.nyse.comRailway - https://railway.comShopify - https://www.shopify.com/Follow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(00:35) - Microsoft Chases the Frontier (05:00) - Project Solara (16:19) - Mikey Shulman, representing Suno, discusses the company's recent achievement of raising over $400 million, led by Bond, highlighting significant traction and progress in user engagement and retention. He emphasizes the importance of retention as a key metric, noting that improvements in the product have led to increased user engagement and a broader audience. Shulman also addresses the evolving perception of AI-generated music, suggesting that as more people experience the product, acceptance grows, and he envisions a future where AI tools like Suno become integral to creative processes in the music industry. (35:20) - 𝕏 Timeline Reactions (43:28) - Samir Chaudry is an American entrepreneur and co-host of the YouTube channel "Colin and Samir," where he interviews creators and discusses the creator economy. In the conversation, he explores the evolving collaboration between YouTube creators and Hollywood, emphasizing the emergence of internet-native filmmakers and the significance of community-driven intellectual property. He highlights the success of horror and animation genres on YouTube, noting their potential for adaptation into feature films, and underscores the importance of development support for creators transitioning to larger projects. (01:08:47) - Tom Farley, CEO of Bullish and former President of the NYSE Group, discusses his career trajectory from traditional finance to the digital asset sector, highlighting his early investment in Coinbase and the evolving role of blockchain in financial markets. He reflects on the maturation of the cryptocurrency industry, noting its transition from speculative hype to a more stable and institutionalized market, and emphasizes the potential for blockchain technology to revolutionize global securities by enhancing transparency and efficiency. Farley also addresses the challenges and opportunities in integrating digital assets with traditional financial systems, underscoring the importance of regulatory clarity and technological innovation in driving future growth. (01:32:48) - Nikesh Arora, an Indian-American business executive born in 1968, has been the chairman and CEO of Palo Alto Networks since June 2018, following senior roles at Google and SoftBank. In the conversation, Arora discusses the challenges AI models like Anthropic's Mythos face in cybersecurity, emphasizing issues such as high false positive rates and the lack of real-time enforcement capabilities. He also highlights the importance of focusing on detection and remediation over mere protection, given the evolving AI-driven threat landscape. (01:56:04) - Henri Stern, co-founder and CEO of Privy, a blockchain infrastructure company, discusses his participation in the Money 2020 fintech conference in Amsterdam, where Privy launched new products in partnership with Deel to enable contractors to receive stablecoin payments globally. He highlights the growing adoption of stablecoin cards that allow users to spend stablecoins directly through traditional payment networks like Visa and MasterCard, facilitating seamless transactions for merchants. Stern also notes the significant adoption of stablecoins in regions like Latin America and Southeast Asia, while acknowledging the regulatory restrictions in countries such as China that limit stablecoin usage. (02:11:13) - Alex Good, a former Army officer and experienced professional in finance and technology, has transitioned into the crypto and AI sectors, focusing on developing protocols that integrate these fields. He discusses the challenges at the intersection of crypto and AI, including increased hacking incidents due to AI's ability to evaluate human-written code, and emphasizes the need for secure protocols to prevent unauthorized transactions. Good also shares his "doom thesis," suggesting that AI might accelerate the emergence of surveillance states, prompting capital to move into privacy-focused cryptocurrencies like Zcash. TBPN is made possible by:Ramp - https://ramp.comPublic - https://public.comCisco - https://www.cisco.comConsole - https://www.console.comCrowdStrike - https://www.crowdstrike.comFigma - https://www.figma.comMongoDB - https://www.mongodb.comNYSE - https://www.nyse.comRailway - https://railway.comShopify - https://www.shopify.com/Follow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

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.comPublic - https://public.comCisco - https://www.cisco.comConsole - https://www.console.comCrowdStrike - https://www.crowdstrike.comFigma - https://www.figma.comMongoDB - https://www.mongodb.comNYSE - https://www.nyse.comRailway - https://railway.comShopify - https://www.shopify.com/Follow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(00:21) - Google Taps Berkshire (24:37) - Berkshire Bets on Housing (38:54) - History of Confidential IPO Filings (46:33) - Jack Doohan, an Australian racing driver, discusses his journey from karting in Australia to becoming a Formula One driver, including his early move to Europe at 13 and his progression through the racing ranks. He shares the challenges he faced, such as being sidelined six races into his F1 career due to circumstances beyond his control, which led him to explore his interest in AI and technology. This exploration culminated in the founding of Muse, a company aimed at solving data fragmentation issues in the food and beverage industry by unifying various systems into a single, orchestrated platform. (01:07:48) - Nate Cavanaugh, co-founder of Special, discusses the launch of their new holding company aimed at applying AI tools to the $10 trillion Main Street services economy, starting with healthcare. He explains their strategy to acquire independent small businesses, beginning with at-home senior care, and enhance them with AI to improve efficiency and service quality. Cavanaugh emphasizes their commitment to sharing cost savings with workers to attract talent and plans to replicate this model across other labor-intensive, highly regulated industries. (01:15:31) - Thomas Mueller, a renowned aerospace engineer and propulsion expert, is the founder and CEO of Impulse Space, a company specializing in in-space transportation services. In the conversation, Mueller discusses Impulse Space's mission to enhance space mobility by developing technologies that transport payloads from Low Earth Orbit (LEO) to higher orbits like Geostationary Orbit (GEO), the Moon, and Mars. He highlights the company's products, such as the Mira spacecraft for precision maneuvering and the Helios kick stage designed to efficiently move payloads to higher orbits, aiming to make space access more reliable and cost-effective. (01:34:34) - 𝕏 Timeline Reactions (01:38:56) - Putin's Longevity (01:46:46) - Edward Kim, co-founder and head of technology at Gusto, introduces Gusto Co-Founder, an AI agent designed to automate small business back-office tasks like payroll, benefits, and HR scheduling. This tool integrates with existing systems such as Notion, QuickBooks, and Google Workspace, allowing users to manage operations via SMS and Slack, thereby streamlining processes and reducing the need for direct platform interaction. Kim emphasizes the importance of creating a seamless, teammate-like experience to enhance efficiency and user satisfaction. (02:02:06) - Shreya Murthy, co-founder and CEO of Partiful, a social event planning platform, discusses the launch of Partiful's new ticketing feature, enabling hosts to sell tickets directly through the platform. This addition addresses a feature gap, enhancing user experience and supporting various events like concerts and fundraisers. Murthy emphasizes the company's commitment to fostering real-world connections and outlines plans for future growth and monetization. (02:17:58) - Brynn Putnam, a former professional ballerina and Harvard graduate, is the founder of Mirror and Board, companies that integrate technology into fitness and gaming experiences. In the conversation, she discusses the unexpected success of Board, noting its adoption by a diverse audience beyond early tech adopters, including families and educators. She highlights the development of Board Studio, a tool enabling users to create custom games, and addresses the challenges of balancing innovation with intellectual property considerations. TBPN is made possible by:Ramp - https://ramp.comPublic - https://public.comCisco - https://www.cisco.comConsole - https://www.console.comCrowdStrike - https://www.crowdstrike.comFigma - https://www.figma.comMongoDB - https://www.mongodb.comNYSE - https://www.nyse.comRailway - https://railway.comShopify - https://www.shopify.com/Follow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

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.Follow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLiveTBPN is made possible by:Ramp - https://ramp.comPublic - https://public.comCisco - https://www.cisco.comConsole - https://www.console.comCrowdStrike - https://www.crowdstrike.comFigma - https://www.figma.comMongoDB - https://www.mongodb.comNYSE - https://www.nyse.comRailway - https://railway.comShopify - https://www.shopify.com/Follow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(01:05) - YouTubers Win the Box Office (32:48) - 𝕏 Timeline Reactions (35:40) - Bernie Wants Public Stake in AI (49:03) - Anthropic IPO (50:04) - Salesforce Invests $2B in France (51:03) - Salesforce on a Tear (55:37) - 𝕏 Timeline Reactions (59:39) - Adam Iscoe, a journalist formerly with The New Yorker, has covered diverse topics including mental illness, contemporary art, and cryptocurrency. In the conversation, he discusses his journey to The New York Times, his writing process, and his experiences covering various subjects. (01:23:52) - 𝕏 Timeline Reactions (01:36:33) - Danial Jameel, Founder and CEO of Saris AI, discusses how his company develops AI workflow agents to automate complex back-office tasks in banks and credit unions, enhancing efficiency and allowing staff to focus on more meaningful work. He highlights the significant impact on employees' work-life balance, sharing examples where staff previously working late hours due to backlogs can now leave earlier, improving their quality of life. Additionally, he mentions that increased productivity has led some institutions to forgo hiring additional staff, instead opting to reward existing employees with raises, thereby boosting overall morale. (01:41:43) - Mike Schroepfer, former CTO of Meta Platforms, is the founder of Gigascale Capital, a venture capital firm focused on climate tech investments. In the conversation, he discusses his transition from Meta to venture capital, emphasizing the shift from digital to physical innovations in addressing climate change. He highlights investments in companies like Heron Power and Radiant Nuclear, which are developing advanced energy solutions, and underscores the importance of rethinking traditional manufacturing and energy systems to achieve significant environmental impact. (01:55:36) - Nico Ferreyra, co-founder and CEO of Default, discusses the company's evolution from building top-of-funnel orchestration tools to launching a new product that integrates a real-time data layer with AI agents to enhance go-to-market execution. He highlights the challenges companies face with disconnected systems and how Default's platform unifies data to streamline growth processes. Ferreyra also touches on the company's intense work culture and recent $10 million funding round, emphasizing their commitment to solving complex problems in revenue operations. (02:06:55) - Sue Khim, co-founder and CEO of Brilliant, discusses the launch of their new AI tutor, Koji, designed to help users learn math and coding through interactive, graphical assistance. She emphasizes the importance of reducing embarrassment in learning, allowing students to ask questions freely, and highlights the tutor's goal of becoming unnecessary as learners gain confidence and independence. Khim also addresses the significance of multimodal learning experiences and the need for purpose-built educational tools that provide real-time feedback and personalized learning paths. (02:16:18) - Bernie Su is an American web series creator, writer, director, and producer, renowned for his Emmy Award-winning adaptations of Jane Austen's novels, including "The Lizzie Bennet Diaries" and "Emma Approved." In the conversation, Su discusses the evolving relationship between Hollywood and YouTube creators, noting that the integration has been progressing for years, with recent successes like "Obsession," "Backrooms," and "Iron Lung" highlighting this trend. He emphasizes that these achievements stem from creators producing content authentic to their brand, rather than merely leveraging their follower count, and observes that YouTubers are increasingly adept at franchising their content across various media platforms. (02:37:14) - 𝕏 Timeline Reactions TBPN is made possible by:Ramp - https://ramp.comPublic - https://public.comCisco - https://www.cisco.comConsole - https://www.console.comCrowdStrike - https://www.crowdstrike.comFigma - https://www.figma.comMongoDB - https://www.mongodb.comNYSE - https://www.nyse.comRailway - https://railway.comShopify - https://www.shopify.com/Follow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

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.Follow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

This is our full conversation with Brad Gerstner, recorded live on TBPN.We discuss why he believes the AI boom is still in its early innings, how companies like Anthropic, Nvidia, and Snowflake are benefiting from the AI infrastructure buildout, why America must continue investing in data centers and compute capacity to stay ahead of China, and his vision for Trump Accounts, a new initiative designed to give every child a stake in the American economy through long-term stock ownership.Sign up for TBPN’s daily newsletter at TBPN.comFollow TBPN:https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(00:43) - Blue Origin Explosion (07:38) - Enterprise AI Hits Spending Limits (21:48) - Dinosaur Market Booms (29:13) - John Gruber, a prominent technology writer and podcaster, discusses the Ferrari Luce's design, expressing that its appearance deviates from traditional Ferrari aesthetics, making it hard to identify as a Ferrari without its nameplate. He also reflects on Apple's design philosophy, emphasizing their commitment to creating products that prioritize functionality and user experience over following market trends. Additionally, Gruber highlights the challenges Apple faces in integrating AI technologies, noting the importance of balancing innovation with maintaining the company's core values and user trust. (01:11:16) - Ronak Malde, formerly an AI researcher at Windsurf and Google DeepMind, co-founded Trajectory, a startup focused on building a platform for continual learning in AI systems. In the conversation, he discusses raising $15 million from Conviction and partnering with companies like Harvey, Decagon, Clay, Rogo, and Mercor to develop agents that learn from real-world user interactions, enabling AI products to improve daily. Malde emphasizes the importance of creating AI agents with practical experience that understand business-specific rewards, allowing for efficient post-training and continual enhancement of AI capabilities. (01:19:18) - Zane Mountcastle, co-founder and CEO of Picogrid, discusses the company's recent $45 million Series A funding led by Bessemer Venture Partners, aimed at expanding their team and scaling production to meet increasing demand. He explains that Picogrid develops technology to integrate mission-critical systems like sensors, drones, and weapon systems, primarily for military applications, by building open infrastructure that enables these systems to work together. Mountcastle also highlights the company's active contracts with the Pentagon, NATO, and allied partners, emphasizing their focus on serving military needs while acknowledging potential future commercial applications. (01:25:10) - Jamie Cuffe, CEO of Pace, announced the company's $46 million Series B funding co-led by Thrive Capital and Sequoia, with participation from Emergence and Pruven. He discussed how Pace's AI agents are automating back-office operations for major insurers like Prudential and Convex, achieving over 99.9% accuracy and enabling clients to autonomously complete hundreds of thousands of tasks daily. Cuffe emphasized that this automation is helping insurers close the $9 trillion protection gap by making insurance more accessible and efficient. (01:32:57) - Kyle Kuzma, an American professional basketball player for the Milwaukee Bucks, discusses his journey into investing, inspired by mentors like Kobe Bryant, and emphasizes the importance of focusing on basketball while exploring ventures in the tech and private investment sectors. He highlights the significance of leveraging his unique position as an athlete to access investment opportunities and stresses the value of surrounding himself with knowledgeable individuals to navigate the complexities of the investment landscape. Kuzma also touches on the evolving role of AI in basketball, expressing a cautious perspective on its influence on the game. (01:50:08) - Brad Gerstner is the founder and CEO of Altimeter Capital, a technology-focused investment firm that invests across public and private markets. Known for his high-conviction bets on companies such as Snowflake, Meta, and Uber, he is a frequent commentator on technology, AI, capital markets, and long-term investing. Follow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

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.Follow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive