TBPN

By John Coogan & Jordi Hays

Technology's daily show (formerly the Technology Brothers Podcast). Streaming live on X and YouTube from 11 - 2 PM PST Monday - Friday. Available on X, Apple, Spotify, and YouTube.... more

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The podcast currently has 169 episodes available.

TBPN episodes:

July 24, 2025Google Doubles Down on Cloud AI, Hulk Hogan Passes Away at 71, Hill and Valley Forum Reactions | Casey Neistat, Chris Samra, Zak Kukoff, Vineeta Agarwala, Micky Malka, Alex Hawkinson
(00:14) - Timeline
(05:16) - Google Doubles Down on Cloud AI
(38:10) - Hulk Hogan Passes Away at 71
(49:49) - Timeline
(57:44) - Zak Kukoff is a venture capitalist with over a decade of experience in the technology and venture capital sectors, focusing on early-stage investments and entrepreneurship. He currently serves as the Chair of the Tech and Venture Practice at Lewis-Burke Associates LLC and is a Non-Resident Senior Fellow at the Foundation for American Innovation. ([lewis-burke.com]( [thefai.org]( In the conversation, Kukoff discusses the recent interview of Trevor Milton on Tucker Carlson's show, expressing that it was a poor choice of platform and suggesting that a more direct approach to questioning, such as confronting Milton about specific fraud allegations, would have been more effective.
(01:14:37) - Timeline
(01:29:04) - Vineeta Agarwala, a general partner at Andreessen Horowitz, discusses the transformative role of AI agents in healthcare, highlighting their potential to revolutionize drug development and patient care. She emphasizes the increasing adoption of AI-driven tools to address labor shortages and improve efficiency, noting that both startups and established companies are integrating these technologies to enhance operations. Agarwala also points out the growing interest in open-source models within the biotech sector, facilitating rapid innovation and collaboration among researchers and organizations.
(01:51:11) - Micky Malka, a Venezuelan-born entrepreneur and founder of Ribbit Capital, has a history of pioneering financial services innovations, including co-founding Latin America's first online trading platform in 1998 and establishing the first online bank in Europe. In his conversation, he reflects on his journey of creating financial solutions that enhance accessibility and trust, emphasizing the importance of building brands that resonate with consumers. He also discusses the evolving landscape of fintech, highlighting the convergence of financial services with technologies like AI and crypto, and anticipates a future where tokenization plays a central role in transforming the industry.
(02:18:47) - Casey Neistat, a renowned filmmaker and YouTube personality, discusses his involvement with ModRetro's M64, a modern reimagining of the Nintendo 64 console. He shares his passion for retro gaming and the importance of preserving the authenticity of classic gaming experiences. Neistat also reflects on the challenges of integrating modern technology while maintaining the original essence of beloved gaming hardware.
(02:51:08) - Alex Hawkinson, Founder and CEO of BrightAI, leverages over 25 years of experience in IoT, AI, SaaS, and cloud-based technologies to transform critical infrastructure management. In the conversation, he discusses how BrightAI's platform integrates sensors, robots, and wearables to provide real-time monitoring and proactive solutions for essential services like energy grids and water systems, addressing challenges such as aging infrastructure and labor shortages. He also highlights the company's recent $51 million funding round led by Khosla Ventures and Inspired Capital, emphasizing the importance of achieving product-market fit before seeking external investment.
(03:00:48) - Chris Samra is an engineer and founder of Symphonic Labs, where he develops AI-enabled consumer tools and gadgets. In the conversation, he discusses the launch of Waves, a new type of camera glasses designed for content creators, highlighting the positive response from creators and addressing privacy concerns by including an indicator light that can be disabled for capturing candid moments. He also shares plans to test the device with 100 creators, aiming for mass production in Q1 next year, and explores potential partnerships with prominent IRL streamers to showcase the product's capabilities.
(03:15:10) - Timeline

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3h 30min
July 23, 2025Apple Goes Full Throttle on F1, Meme Stocks Make a Comeback, Amazon's New Wearable AI Device | Christina Cacioppo, Deena Shakir, Davide Asnaghi, Ylan Richard
(01:34) - Apple Goes Full Throttle on F1
(18:43) - Meme Stocks Are Back
(37:27) - Amazon's New Wearable AI Device
(56:53) - Timeline
(01:19:54) - Christina Cacioppo is the founder and CEO of Vanta, a trust management platform that automates security and compliance processes for businesses. She discusses Vanta's recent $150 million Series D funding round, which increased the company's valuation to $4.15 billion, and highlights the platform's expansion into AI-driven features like questionnaire automation and trust centers. Cacioppo also reflects on Vanta's growth from focusing on SOC 2 compliance for startups to becoming a comprehensive security and compliance solution for over 12,000 clients across 58 countries.
(01:42:10) - Deena Shakir, a 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 the evolving landscape of AI in healthcare, highlighting the dual trends of cost-effective company startups enabled by AI and the substantial funding required for infrastructure-intensive ventures. She emphasizes the importance of AI applications beyond medical scribes, such as in clinical trials and drug development, and notes the increasing adoption of AI by major healthcare players, underscoring the necessity for startups to offer innovative, defensible, and transformative solutions.
(02:03:56) - Davide Asnaghi, co-founder and CEO of Diode Computers, discusses how his company leverages AI to automate the design and manufacturing of printed circuit boards (PCBs), aiming to democratize access to high-end PCB design for a wide range of hardware companies. He highlights the challenges in the industry, such as the scarcity of skilled engineers and the reliance on proprietary data, and explains how Diode addresses these by building proprietary datasets and utilizing large language models to generate schematics. Additionally, he announces that Diode has recently raised a Series A funding round led by Andreessen Horowitz and plans to expand their manufacturing capabilities to scale production within the United States.
(02:14:55) - Ylan Richard, co-founder and CEO of Cala, a French startup that developed fully automated pasta restaurants, discusses his journey of building the company in France and the challenges faced due to structural financing gaps and stringent labor regulations, which ultimately led to the business's closure. He reflects on the lessons learned, emphasizing the importance of lean headquarters operations and strategic financing, and shares his plans to launch a new venture in the United States, aiming to open the first store in New York by mid-next year, with considerations for franchising to scale more efficiently.
(02:27:05) - Timeline

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2h 43min
July 22, 2025OpenAI's New CEO of Applications Shares Optimistic Memo, Stargate Hits Early Struggles, P&G Pays Unilever $10M in Spying Case | Anatoly Yakovenko, Aaron Levie, Neil Parikh & Daniel Cahn, Jan Sramek, Nathaniel Manning, Chris Andrew
(00:26) - OpenAI Product Roadmap
(35:47) - OpenAI to Pay Oracle $30B Per Year
(39:41) - Stargate Hits Early Struggles
(46:53) - Musk Allies to Raise $12B for xAI
(56:23) - Intern Cam Live from Tesla Diner
(01:05:50) - Anatoly Yakovenko, co-founder and CEO of Solana Labs, discusses the inception and evolution of Solana, emphasizing its design for high-performance and scalability to support global financial systems. He highlights the network's ability to process more transactions than all major blockchains combined, attributing this to its unique architecture and focus on speed. Yakovenko also addresses the challenges of decentralization, the importance of real-world asset tokenization, and the role of AI in enhancing blockchain development.
(01:35:28) - Aaron Levie, co-founder and CEO of Box, discusses how AI agents are revolutionizing enterprise software by automating tasks and enhancing productivity. He emphasizes that AI adoption in enterprises is accelerating rapidly, with organizations integrating AI to transform workflows and unlock new opportunities. Levie also highlights the importance of leveraging proprietary data assets, as AI agents can extract unique insights, providing companies with a competitive edge.
(02:06:13) - Neil Parikh & Daniel Cahn discuss the launch of Ash, an AI-powered therapy platform designed to address the global mental health crisis by providing scalable, accessible support. They highlight the platform's development process, including training on clinical data and reinforcement learning, to ensure safety and efficacy. Parikh emphasizes that Ash is not intended to replace human therapists but to augment mental health services, offering continuous support and helping users build stronger real-world connections.
(02:16:25) - Jan Sramek, founder and CEO of California Forever, discusses the Solano Foundry, a 2,100-acre advanced manufacturing park planned as part of a new city in Solano County, California. He emphasizes the importance of co-locating research and development with manufacturing to accelerate innovation and compete globally, drawing lessons from historical U.S. manufacturing hubs and China's integrated hardware ecosystems. Sramek highlights the project's potential to create a vibrant, walkable community offering quality of life improvements, such as short commutes and accessible amenities, to attract and retain a skilled workforce.
(02:28:12) - Nathaniel Manning, CEO of Legend AI, discusses the company's mission to make Earth searchable by training large models on satellite and drone imagery, enabling users to query geospatial data over space and time. He explains that while much of this imagery is freely available from sources like the European Space Agency's Sentinel program and NASA, higher-resolution or more recent data can be purchased as needed. Manning also outlines Legend AI's three-tiered product stack: an API level for developers, an enterprise product, and a consumer application, all designed to harness the vast potential of geospatial data.
(02:43:49) - Chris Andrew, co-founder and CEO of Scrunch AI, discusses the company's recent $15 million Series A funding led by Decibel and their development of a customer experience platform tailored for the AI buyer journey. He highlights the shift from traditional browsing to AI-driven search, emphasizing the need for businesses to optimize their online presence for AI agents. Andrew also introduces Scrunch AI's agent experience platform, designed to enhance website compatibility with AI models by simplifying content and improving accessibility.
(02:50:32) - Timeline

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3h 7min
July 21, 2025OpenAI and Gemini Achieve IMO Gold, CBS Cancels Colbert's Late Night, McLaren's Mansour Ojjeh Collection | Chris Black, Chris Buskirk, Turner Caldwell, Jamin Ball, Harper Carroll, Nikita Singareddy
(00:45) - OpenAI Achieves IMO Gold
(37:38) - Timeline
(50:29) - CBS Cancels Colbert's Late Night
(01:10:57) - McLaren's Mansour Ojjeh Collection
(01:24:49) - Timeline
(01:29:04) - Chris Black is a New York-based writer, producer, and editor, known for his creative consultancy, Done to Death Projects, and as co-host of the podcast "How Long Gone." In the conversation, he discusses his 2015 advice book "I Know You Think You Know It All," his upcoming memoir slated for 2026, and the evolving landscape of book promotion, emphasizing the impact of podcasts and traditional media appearances on sales.
(02:00:28) - Chris Buskirk is a serial entrepreneur, author, and co-founder of 1789 Capital, a venture capital firm focusing on conservative-aligned companies. In the conversation, he discusses the resurgence of optimism in the business climate, emphasizing the importance of abundant, cheap energy for national prosperity and highlighting the need for the U.S. to develop its own rare earth magnet production to reduce reliance on China. He also touches on the role of government in fostering innovation, suggesting a balance between deregulation and strategic support for critical industries.
(02:20:17) - Turner Caldwell, CEO of Mariana Minerals, discusses his company's role as a vertically integrated, software-first mining firm that focuses on engineering, financing, constructing, and operating mining projects post-exploration. He emphasizes the industry's need to shorten the timeline from mineral discovery to production, highlighting the challenges in designing and implementing mining infrastructure. Caldwell also announces Mariana Minerals' emergence from stealth mode with a $65 million Series A funding round led by Andreessen Horowitz and Breakthrough Energy Ventures.
(02:30:50) - Jamin Ball, a Partner at Altimeter Capital, discusses his experience attempting to invest in Figma during its Series C funding round, which he refers to as the "white buffalo" of his career. He highlights Figma's impressive growth rate of 49% and free cash flow margins of 28%, positioning it as a leading software company. Ball also emphasizes the resilience of Figma's management team in navigating challenges, including a failed acquisition, and expresses confidence in their ability to adapt to emerging technologies like AI.
(02:42:53) - Harper Carroll, an AI educator and machine learning engineer with degrees from Stanford and experience at Meta, discusses the potential of AI in children's education, emphasizing its role in fostering curiosity and learning through interactive audio models. She highlights the importance of developing AI tools that are accessible and engaging for children, while also addressing ethical considerations and the need for appropriate guardrails to ensure safe and effective use. Carroll also shares insights from her audience, noting that some parents have successfully integrated AI into their children's learning experiences, such as using AI as a "cool older sister" to discuss topics like nutrition and exercise.
(02:59:39) - Nikita Singareddy, co-founder and CEO of Fortuna Health, a platform simplifying Medicaid enrollment, discusses the company's recent Series A funding led by Houston, their mission to create a "TurboTax for Medicaid" to streamline the complex application process, and their B2B2C model partnering with insurance companies to enhance user experience. She highlights the challenges of navigating state-specific Medicaid rules, the persistence of outdated technologies like fax machines in healthcare, and the importance of addressing real-world complexities beyond basic AI capabilities. Singareddy also emphasizes the need for innovative solutions in healthcare, such as AI nurses, to tackle issues like physician shortages and improve patient care.
(03:12:03) - Timeline

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3h 19min
July 19, 2025Weekly Recap: CEO Affair at Coldplay Concert, Elon Musk's AI Girlfriend, Cognition Acquires Windsurf
(00:00) - Intro
(00:03) - Astronomer CEO Affair at Coldplay Concert
(11:11) - The Steelman for Grok's Vulgar Anime Mode
(29:31) - Cognition Acquires Windsurf
(01:20:14) - Jeff Wang (Windsurf) & Scott Wu (Cognition)
(01:32:19) - Windsurf Chaos Aftermath Breakdown
(01:41:27) - Martin Shkreli (DL Software)

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2h 34min
July 18, 2025Surprise Visit From Martin Shkreli, Range Rover Launches New Logo, Timeline Reactions | Martin Shkreli, Joe Weisenthal, Joseph Krause, Nirav Tolia, Mike Knoop, Kyle Samani
(01:19) - Timeline
(20:53) - Range Rover Launches New Logo
(29:07) - Martin Shkreli. Martin is an American entrepreneur and former pharmaceutical executive known for his work in biotechnology and hedge fund management. He co-founded the hedge funds Elea Capital, MSMB Capital Management, and the biopharmaceutical companies Retrophin and Turing Pharmaceuticals. Shkreli gained national attention during his tenure at Turing, and later faced legal issues related to securities fraud, for which he was convicted in 2017. Despite his controversial public image, he remains a notable figure in the biotech and finance communities.
(01:21:40) - Timeline
(01:36:11) - Joseph Krause, co-founder and CEO of Radical AI, announced the company's $55 million seed funding round, led by RTX Ventures, marking one of the largest in New York's history. He discussed plans to build an advanced materials R&D facility integrating AI and robotics to accelerate materials science innovation. Krause also shared his background in nanoscience and the journey from academic research to entrepreneurship, emphasizing the importance of culture and lean operations in their growth strategy.
(01:45:29) - Timeline
(01:53:20) - Joe Weisenthal is an American journalist and financial expert. He serves as the executive editor of news for Bloomberg Digital, co-anchors Bloomberg Television's "What’d You Miss?", and co-hosts the "Odd Lots" podcast. In the conversation, Weisenthal discusses recent positive economic data, including better-than-expected retail sales and jobless claims, and explores the implications of potential Federal Reserve rate cuts on long-term interest rates and mortgage rates.
(02:23:53) - Nirav Tolia, co-founder and CEO of Nextdoor, recently discussed the platform's comprehensive redesign aimed at enhancing user engagement and utility. The new Nextdoor introduces three core features: 'News,' integrating content from over 3,500 local publications; 'Alerts,' providing real-time updates on local emergencies; and 'Faves,' an AI-powered tool offering personalized recommendations based on neighborhood conversations. Tolia emphasized that these enhancements are designed to make Nextdoor an indispensable daily resource for neighbors, fostering stronger, safer, and more connected communities.
(02:40:13) - Mike Knoop, co-founder of Zapier and host of the ARC Prize, discusses the ARC-AGI benchmark's role in measuring AI's ability to generalize on novel tasks, emphasizing that while AI systems have made progress, they still lag behind human efficiency levels. He highlights the ARC Prize's aim to accelerate AGI development by encouraging open sharing of new ideas and fostering a diverse AI research community. Knoop also introduces ARC V3, an interactive reasoning benchmark designed to challenge emerging AI agent systems, noting its increased complexity and the importance of efficiency constraints to prevent agents from relying on brute-force methods.
(03:00:58) - Kyle Samani, co-founder and managing partner at Multicoin Capital, discusses the transformative potential of stablecoins in enabling global access to U.S. dollars, emphasizing that this unprecedented shift is not yet fully appreciated. He highlights the profound implications for global commerce and payments, noting that major consumer software platforms can now legally integrate stablecoins, potentially onboarding billions of users into the crypto ecosystem. Samani also touches on the evolving regulatory landscape, mentioning the passage of the Genius Act and the anticipated Clarity Act, which aim to define regulatory responsibilities and provide clarity for the industry.

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3h 18min
July 17, 2025Astronomer CEO Affair at Coldplay Concert, JUUL Approved by the FDA, Is AI Causing Historic Crashouts? | Chris Power, Jeremie Eliahou, Chris Best, Alex Mashrabov, Jesse Pollak, Billy Thalheimer, Jonathan Mortensen, Douwe Kiela & More
(00:09) - Astronomer CEO Affair at Coldplay Concert
(11:31) - New Tesla Model Y L Breakdown
(16:18) - JUUL Approved by the FDA
(01:02:49) - Is AI Causing Historic Crashouts?
(01:29:16) - Chris Power, founder and CEO of Hadrian, discusses the company's recent $260 million funding round led by Founders Fund and Lux Capital, which will support the expansion of their manufacturing capabilities, including a new 270,000-square-foot facility in Mesa, Arizona, and the launch of a "factories-as-a-service" model to enhance defense production. He emphasizes the importance of revitalizing American manufacturing through automation and advanced technologies to address workforce shortages and strengthen national security.
(01:45:00) - Jeremie Eliahou Ontiveros, Head of Datacenter & Energy Infrastructure Research at SemiAnalysis, specializes in analyzing hyperscaler and neocloud infrastructures, large-scale AI clusters, and associated cooling and electrical systems. In the conversation, he discusses Meta's substantial investments in AI infrastructure, including the construction of massive data centers in Ohio and Louisiana, each aiming to provide up to 2 gigawatts of compute power by 2027. He also highlights the competitive landscape in data center development, noting the intense search for power resources and the strategic decisions companies are making to expedite construction and enhance efficiency.
(02:13:43) - Jesse Pollak is Vice President of Engineering at Coinbase and the creator and lead of Base, Coinbase’s Ethereum Layer‑2 blockchain. He previously headed Coinbase’s consumer engineering teams, where he significantly grew the team and helped develop Coinbase Pro and Coinbase Wallet.
(02:36:34) - Alex Mashrabov, CEO and co-founder of Higgsfield AI, is a veteran in the video generative AI space, having previously developed Snap's face filters and other viral products. In the conversation, he discusses Higgsfield's mission to create next-generation AI tools for social media content, emphasizing the importance of building reasoning engines to enhance video generation and the potential for AI to revolutionize content creation by enabling users to produce high-quality videos with minimal effort.
(02:49:11) - Billy Thalheimer, co-founder and CEO of REGENT, discusses the company's development of all-electric seagliders designed for high-speed, low-cost coastal transportation and defense applications. He highlights the recent launch of REGENT Defense, emphasizing the seagliders' suitability for military operations in island chains due to their speed, low operating costs, and low radar visibility. Thalheimer also mentions ongoing collaborations with the U.S. Marine Corps and plans for full-scale prototyping to meet both commercial and defense needs.
(02:52:21) - Jonathan Mortensen, founder and CEO of Confident Security, announced the company's emergence from stealth mode with $4.2 million in funding from Decibel Commons. He emphasized the importance of confidential AI to prevent large-scale data privacy issues, highlighting the need for privacy measures beyond those offered by companies like Apple. Mortensen explained that Confident Security's product involves a server-side wrapper and client-side SDK, utilizing advanced cryptography to ensure that user data remains private and is not used for training, with technical guarantees enforced at the engineering level.
(02:57:13) - Douwe Kiela, CEO and Co-Founder of Contextual AI and an Adjunct Professor at Stanford University, is a pioneer in Retrieval-Augmented Generation (RAG) technology. In the conversation, he discusses the evolution of RAG, emphasizing its role in enhancing generative AI by integrating real-time data retrieval to improve accuracy and relevance. He highlights the transition to RAG 2.0, which introduces active retrieval mechanisms, enabling AI agents to proactively seek information, thereby transforming them into more dynamic and context-aware systems.
(03:02:56) - Yash Kumar & Isa Fulford. Members of Technical Staff at OpenAI, discuss the development and capabilities of ChatGPT Agent, a new AI tool designed to perform complex, multi-step tasks by interacting with various applications and services. Explaining that ChatGPT Agent combines features from previous OpenAI tools, such as Operator and Deep Research, to create a versatile assistant capable of tasks like scheduling meetings, planning events, and generating presentations.
(03:15:12) - Dan Shipper, CEO and co-founder of Every, discusses his experience using ChatGPT Agent to analyze customer feedback for Quora, his email management AI app. He highlights the agent's ability to autonomously process large volumes of data, identify customer archetypes, and generate detailed reports, tasks that would traditionally require significant time and effort. Shipper also compares ChatGPT Agent's user-friendly, consumer-focused design to Anthropic's Claude code, noting that while Claude offers greater customization and power for developers, it is less accessible to general consumers.
(03:28:07) - Chris Best, co-founder and CEO of Substack, discusses the company's recent $100 million Series C funding round, which has elevated its valuation to over $1.1 billion. He emphasizes Substack's evolution from a simple email newsletter platform to a comprehensive network empowering creators with tools for direct audience engagement and monetization. Best outlines plans to invest the new funds in enhancing the platform's features, supporting long-term growth, and building a robust ecosystem that benefits both writers and readers.
(03:38:00) - Dean Leitersdorf, founder of Decart, discusses the launch of Mirage, the first real-time video model capable of transforming live video streams based on user prompts. He demonstrates how Mirage can apply various styles—such as "wild west" or "cyberpunk"—to live video, showcasing its potential for interactive and immersive experiences. Leitersdorf also highlights the model's efficiency, noting that it runs on servers and is optimized to be cost-effective, enabling free access for users.

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3h 54min
July 16, 2025The Steelman for Grok's Vulgar Anime Mode, AWS Launches Competitor to Browserbase, What AI Product Will Zuck Launch Next? | Delian Asparouhov, Lucas Swisher, Ravi Gupta, Adam Warmoth, Misha Laskin
(01:01) - The Steelman for Grok's Vulgar Anime Mode
(20:50) - AWS Launches Competitor to Browserbase
(31:16) - Timeline
(31:49) - What AI Product will Zuck Launch Next?
(01:01:21) - Delian Asparouhov. Delian is a Partner at Founders Fund and the Co-founder & President of Varda Space Industries, which is building the first commercial manufacturing facility in space. He previously worked at Khosla Ventures and studied at MIT. He’s known for his focus on frontier tech, national defense, and aerospace innovation.
(01:31:46) - Lucas Swisher. Lucas is a Founding Partner at Coatue Management’s venture capital arm, where he leads investments in enterprise software and fintech. He was previously at Goldman Sachs and graduated from Harvard. Lucas is known for his deep involvement in early-stage startup growth and go-to-market strategy.
(02:00:18) - Ravi Gupta. Ravi is a Partner at Sequoia Capital, focusing on early-stage companies across sectors like healthcare, AI, and consumer tech. Previously, he was CFO and COO at Instacart, helping scale the company through massive growth. He also worked at KKR and earned his degrees from Yale.
(02:31:35) - Adam Warmoth. Adam is the Founder & CEO of Chariot Defense, a San Francisco–based startup that emerged from stealth with $8 million in seed funding in July 2025. The company is revolutionizing tactical power delivery for drones, sensors, mobile command posts, and jammers, with deployments in U.S. Army and Defense Innovation Unit (DIU) exercises. Adam emphasizes real-world, field-driven development, bridging the gap between cutting-edge weaponry and reliable battlefield energy systems.
(02:47:13) - Misha Laskin. Misha is the co-founder & CEO of Reflection AI, the startup behind Asimov, a next-gen AI coding agent designed to deeply understand and reason about developer workflows using reinforcement learning. A former DeepMind researcher on Gemini and AlphaGo-related teams, Misha is driving Reflection AI to build agentic systems with “depth” — capable of multi-step planning and collaboration — aiming for foundational advances toward superintelligent agents.
(03:02:36) - Timeline

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3h 8min
July 15, 2025Windsurf Chaos Aftermath, NVIDIA Back in China, Richard Mille Deep Dive, Apple Buying $500M in Rare Earth Magnets | Zak Kukoff, Brian Venturo, Tyler Cowen, Austin Hughes, Kris Fredrickson, Dick Lucas
(00:27) - Windsurf Chaos Aftermath Breakdown
(15:17) - Dwarkesh Patel Article Breakdown
(27:17) - NVIDIA Back in China After Trump Meeting
(30:20) - Zak Kukoff, a recurring guest on the show, discusses the U.S. government's recent decision to allow Nvidia to resume exports of its H20 AI chips to China, following previous restrictions that had significantly impacted Nvidia's revenue. He highlights the strategic implications of this move, noting that while it represents a substantial economic win for Nvidia, it also raises national security concerns due to potential military applications of the technology. Kukoff further explores the broader context of U.S.-China trade relations, emphasizing the delicate balance between economic interests and security considerations in the evolving landscape of AI and semiconductor exports.
(53:31) - History of Richard Mille
(01:16:20) - David Protein Launches Boiled Cod Flavored Bar
(01:28:31) - Brian Venturo, co-founder and Chief Strategy Officer of CoreWeave, discusses the company's evolution from a cryptocurrency mining operation to a leading provider of GPU-based cloud computing services tailored for AI and machine learning workloads. He highlights CoreWeave's commitment to delivering scalable, high-performance infrastructure that meets the growing demands of AI developers and enterprises. Venturo also emphasizes the company's focus on customer-centric solutions, enabling clients to efficiently scale their computing resources and accelerate innovation in their respective fields.
(02:01:16) - Tyler Cowen is the Holbert L. Harris Chair of Economics at George Mason University, faculty director of the Mercatus Center, and co-author of the economics blog Marginal Revolution. In the conversation, Cowen discusses the rapid advancements in artificial intelligence, noting that current AI systems can perform intellectual tasks as well as expert humans, and emphasizes the importance of human adaptability in integrating these technologies into various sectors.
(02:31:12) - Austin Hughes, co-founder and CEO of Unify, a go-to-market technology platform, discusses his journey from leading the growth product team at Ramp to founding Unify in early 2023. He highlights Unify's recent $40 million Series B funding and explains how their product streamlines sales processes by automating research and data collection, allowing sales teams to focus on engaging prospects. Hughes also addresses the evolving role of AI in sales, emphasizing the importance of human creativity and personalization in outreach strategies.
(02:43:12) - Apple Buying $500M in Rare Earth Magnets
(02:45:58) - Kris Fredrickson, a seasoned investor and co-founder of Curology, discusses his new $175 million investment fund, emphasizing a concentrated strategy with 8 to 10 core positions to ensure each investment significantly impacts his limited partners. He highlights the importance of aligning with founders' visions and providing substantial support, drawing from his extensive experience in various investment roles. Fredrickson also touches on the evolving venture capital landscape, noting the resurgence of mergers and acquisitions and the potential for multiple winners in expansive markets like AI.
(02:59:16) - Dick Lucas, a software developer and entrepreneur, is running for California's 51st State Assembly District, encompassing areas like Santa Monica and West Hollywood. He emphasizes the need for competition in California's political landscape, expressing concerns over the state's one-party dominance and its impact on governance. Lucas identifies housing affordability as a primary issue, advocating for streamlined building processes to increase supply and reduce costs.

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3h 19min
July 14, 2025Windsurf's Wild Weekend, SpaceX Invests $2B into xAI, Zuck's AI Data Supercluster | Jeff Huber, Scott Wu & Jeff Wang, Carl Pei, Garrett McCurrach
(00:36) - Windsurf's Wild Weekend
(04:50) - Cognition to Acquire Windsurf
(13:06) - Timeline Reactions to Windsurf Deal Collapse
(26:43) - Windsurf Timeline of Events Breakdown
(57:40) - Zuck's New AI Data Supercluster
(01:10:53) - Space X Invests $2B into xAI
(01:19:39) - Casey Neistat Joins ModRetro
(01:21:10) - Timeline
(01:30:01) - Jeff Huber, a seasoned technology executive and entrepreneur, has held pivotal roles such as Senior Vice President at Google, where he led the development of Google Ads, Apps, and Maps, and founding CEO of GRAIL, a company focused on early cancer detection. In the conversation, Huber discusses the transformative potential of artificial intelligence, emphasizing its capacity to enhance human capabilities and the importance of embracing change to stay ahead in a rapidly evolving technological landscape.
(01:59:16) - Scott Wu, born in 1997, is the founder and CEO of Cognition AI, renowned for developing Devin, the world's first autonomous AI software engineer. In the conversation, he discusses the recent acquisition of Windsurf by Cognition, highlighting the complementary strengths of both teams and products, and expressing enthusiasm for the collaborative opportunities ahead. Jeff Wang is the interim CEO of Windsurf, an AI-powered code development startup. Previously serving as Head of Business, he stepped into the CEO role in July 2025 after Google hired Windsurf’s founders and R&D leads . Under his leadership, Windsurf continues operating independently, with Cognition acquiring its remaining product, tech, and team to integrate into its AI platform Devin.
(02:12:07) - Carl Pei, a Chinese-born Swedish entrepreneur, co-founded OnePlus in 2013 and later founded Nothing in 2020. In the conversation, he discusses the stagnation in smartphone hardware innovation and envisions a future where AI-driven operating systems replace traditional apps, creating a more personalized and proactive user experience. Pei also critiques major tech companies for becoming overly corporate and losing their creative edge, emphasizing the need for genuine innovation in the industry.
(02:41:43) - Garrett McCurrach, CEO of Pipedream Labs, is pioneering underground logistics to revolutionize last-mile delivery. He discusses the company's development of a subterranean network where autonomous robots transport goods through underground pipes to modular kiosks, enabling rapid and cost-effective deliveries. McCurrach also highlights the acquisition of a rapid fulfillment center in Austin to support this network, aiming to optimize delivery methods by integrating drones and autonomous vehicles for efficient, scalable logistics solutions.

TBPN.com is made possible by:
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Figma - https://figma.com
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Public - https://public.com
AdQuick - https://adquick.com
Bezel - https://getbezel.com
Numeral - https://www.numeralhq.com
Polymarket - https://polymarket.com
Attio - https://attio.com/tbpn
Fin - https://fin.ai/tbpn
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Follow TBPN:
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https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231
https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235
https://www.youtube.com/@TBPNLive
...more
2h 60min

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The podcast currently has 169 episodes available.

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