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  • OpenAI Ends Side Quests, SF Housing Market is Back, Kalshi’s $1B Prize | Diet TBPN

    OpenAI Ends Side Quests, SF Housing Market is Back, Kalshi’s $1B Prize | Diet TBPN
    2026/03/17

    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.


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    31 分
  • AI Side Quests, Zaslav's Payday, SF Housing Market is Back | Shyam Sankar, Gili Raanan, Anna Patterson, Jake Loosararian, carried_no_interest

    AI Side Quests, Zaslav's Payday, SF Housing Market is Back | Shyam Sankar, Gili Raanan, Anna Patterson, Jake Loosararian, carried_no_interest
    2026/03/17
    Sign up for TBPN’s daily newsletter at TBPN.com(02:22) - AI Side Quests (18:42) - 𝕏 Timeline Reactions (41:12) - Jensen Huang on Going to Space (44:38) - Zaslav's Payday (48:21) - Carried No, an anonymous X user known for his distinctive profile picture, discusses the unfolding crisis in software private equity and private credit markets, highlighting the unsustainable financing structures that have led to a looming debt repayment cliff in 2028-2029. He emphasizes the role of AI disruption in accelerating these challenges, as enterprise customers shift to shorter contract terms due to technological uncertainties, thereby undermining the traditional stability of software investments. Carried No also critiques the slow adoption of AI strategies within private equity firms, suggesting that without integrating AI expertise into their operations, these firms risk obsolescence in an increasingly competitive landscape. (01:17:04) - 𝕏 Timeline Reactions (01:19:38) - SF Housing Market is Back (01:23:49) - 𝕏 Timeline Reactions (01:30:56) - Shyam Sankar, Chief Technology Officer and Executive Vice President of Palantir Technologies, has been instrumental in transforming the company from a startup to a global leader in software and AI solutions. In the conversation, he discusses the urgent need to revitalize the American industrial base to enhance national defense capabilities, emphasizing the role of AI in empowering workers and streamlining manufacturing processes. Sankar also highlights the importance of fostering a culture of innovation and agency among individuals to drive meaningful change in the defense sector. (01:58:03) - 𝕏 Timeline Reactions (02:00:18) - Gili Raanan, founder of Cyberstarts and a prominent cybersecurity investor, discusses the rapid acceleration of technological advancements, noting that while the last technological doubling took 170 years, the next is expected within 25 years, leading to unprecedented changes. He emphasizes the need for proactive safeguards to manage emerging risks, particularly in artificial intelligence, to prevent scenarios reminiscent of science fiction dystopias. Raanan also highlights the importance of collaboration among cybersecurity leaders to address the expanding threat landscape and ensure a safer future. (02:15:17) - 𝕏 Timeline Reactions (02:22:36) - Anna Patterson, founder of Ceramic AI and former Google VP of Engineering, discusses her company's mission to reduce search costs to 5 cents per thousand queries, aligning them with inference costs. She explains that while inference costs have decreased to approximately 50 cents per thousand, search remains expensive at $5 to $15 per thousand queries, likening this disparity to the high cost of salsa compared to tacos. Patterson also highlights Ceramic AI's capabilities, including a 40-billion-page web search and proprietary systems, emphasizing their supervised generation approach to minimize hallucinations and enhance application affordability and speed. (02:31:09) - Jake Loosararian, co-founder and CEO of Gecko Robotics, discusses founding the company in 2013 to address critical infrastructure failures in industries like energy and defense. He highlights the development of wall-climbing robots equipped with advanced sensors to inspect and predict maintenance needs, enhancing safety and efficiency. Loosararian also shares his journey from bootstrapping the startup to achieving a valuation exceeding $1 billion, emphasizing the importance of perseverance and innovation in solving complex industrial challenges. (02:48:00) - 𝕏 Timeline ReactionsTBPN.com is made possible by:Ramp - https://Ramp.comAppLovin - https://axon.aiCisco - https://www.cisco.comCognition - https://cognition.aiConsole - https://console.comCrowdStrike - https://crowdstrike.comElevenLabs - https://elevenlabs.ioFigma - https://figma.comFin - https://fin.aiGemini - https://gemini.google.comGraphite - https://graphite.comGusto - https://gusto.com/tbpnKalshi - https://kalshi.comLabelbox - https://labelbox.comLambda - https://lambda.aiLinear - https://linear.appMongoDB - https://mongodb.comNYSE - https://nyse.comOkta - https://www.okta.comPhantom - https://phantom.com/cashPlaid - https://plaid.comPublic - https://public.comRailway - https://railway.comRestream - https://restream.ioSentry - https://sentry.ioShopify - https://shopify.com/tbpnTurbopuffer - https://turbopuffer.comVanta - https://vanta.comVibe - https://vibe.coFollow 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
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    2 時間 53 分
  • AI vs. Dog Cancer, Timothée Chalamet Under Fire, ‘Agents Over Bubbles' | Diet TBPN

    AI vs. Dog Cancer, Timothée Chalamet Under Fire, ‘Agents Over Bubbles' | Diet TBPN
    2026/03/16

    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.


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    33 分
  • AI vs. Dog Cancer, Oscars Reactions, How to Lose the AI Arms Race | Kevin Espiritu, Paul Conyngham, Tony Zhao, Drew Oetting, Carina Hong, Cameron Fink, Debra Birnbaum

    AI vs. Dog Cancer, Oscars Reactions, How to Lose the AI Arms Race | Kevin Espiritu, Paul Conyngham, Tony Zhao, Drew Oetting, Carina Hong, Cameron Fink, Debra Birnbaum
    2026/03/16
    Sign up for TBPN’s daily newsletter at TBPN.com(05:56) - AI vs Dog Cancer (20:45) - 𝕏 Timeline Reactions (40:20) - Stratechery: "Agents Over Bubbles" (01:01:08) - 𝕏 Timeline Reactions (01:06:35) - How to Lose the AI Arms Race (01:14:28) - 𝕏 Timeline Reactions (01:22:54) - Oscars Reactions (01:31:04) - Kevin Espiritu, founder and CEO of Epic Gardening, is a self-taught gardener who has built the world's most-followed gardening brand, offering educational content across multiple platforms and selling curated gardening products. In the conversation, he discusses breeding rare Costa Rican tree frogs, his journey from creating content to developing products, and the challenges of scaling his business, including hiring a president to manage operations. (01:57:34) - Paul Conyngham, an Australian tech entrepreneur and AI consultant, discusses his journey in developing a personalized mRNA vaccine to treat his dog Rosie's cancer. After traditional treatments failed, he utilized AI tools like ChatGPT and AlphaFold to analyze Rosie's DNA, identify mutations, and design a vaccine construct. Collaborating with researchers, he navigated ethical approvals and manufacturing challenges, ultimately administering the vaccine, which led to a significant reduction in Rosie's tumor size. (02:13:20) - 𝕏 Timeline Reactions (02:21:11) - Tony Zhao, CEO of Sunday Robotics, discusses the company's shift from demos to real-world deployments, focusing on household tasks like laundry and cleaning. He highlights their innovative data collection method using gloves that mirror the robot's hand movements, enabling diverse and high-quality data collection from users' homes. Additionally, Zhao mentions their recent $165 million Series B funding, emphasizing their commitment to advancing physical intelligence and expanding into various environments beyond homes. (02:30:54) - Drew Oetting, a founding partner at 8VC, focuses on investments across various stages and sectors, including vertical software, health delivery, and biomanufacturing. He discusses 8VC's early investment in Quince, highlighting the founder's impressive vision and the company's rapid growth, particularly post-COVID, achieving significant repeat ordering rates and cash generation. Oetting also explores the transformative impact of AI on direct-to-consumer retail, emphasizing its role in enhancing supply chain efficiency and operational margins, and reflects on the evolving startup landscape, noting the potential for high-margin businesses driven by AI advancements. (02:43:06) - Carina Hong, founder and CEO of Axiom Math, discusses her background in mathematics and physics from MIT, her company's mission to develop mathematical superintelligence as a pathway to verified superintelligence, and the integration of post-training reasoning with formal verification to achieve superior performance in mathematical competitions. (02:51:26) - Cameron Fink, co-founder and CEO of Aaru, leads a company specializing in predicting human behavior for various global businesses. In the conversation, he discusses how Aaru utilizes ground truth behavioral data—such as credit card purchase history and real election results—to forecast outcomes like election winners and marketing campaign effectiveness, emphasizing the limitations of traditional surveys due to biases and inaccuracies. Fink also highlights Aaru's ability to simulate behaviors of diverse audiences at scale, providing more accurate predictions than existing methods. (03:00:34) - Debra Birnbaum, an accomplished media strategist with over 25 years in news and entertainment, currently serves as Editor-in-Chief at Gold Derby, following her tenure as global head of awards for Amazon MGM Studios. In the conversation, she reflects on the Oscars, highlighting the success of "One Battle After Another" and Warner Brothers, praises Conan's hosting, and discusses the emotional impact of Michael B. Jordan's historic win. She also addresses the industry's cautious approach to AI, emphasizing the need to protect writers' rights while acknowledging AI's potential benefits in filmmaking.TBPN.com is made possible by:Ramp - https://Ramp.comAppLovin - https://axon.aiCisco - https://www.cisco.comCognition - https://cognition.aiConsole - https://console.comCrowdStrike - https://crowdstrike.comElevenLabs - https://elevenlabs.ioFigma - https://figma.comFin - https://fin.aiGemini - https://gemini.google.comGraphite - https://graphite.comGusto - https://gusto.com/tbpnKalshi - https://kalshi.comLabelbox - https://labelbox.comLambda - https://lambda.aiLinear - https://linear.appMongoDB - https://mongodb.comNYSE - https://nyse.comOkta - https://www.okta.comPhantom - https://phantom.com/cashPlaid - https://plaid.comPublic - https://public.comRailway - https://railway.comRestream - https://restream.ioSentry - https://sentry.ioShopify - https://shopify.com/tbpnTurbopuffer - https://turbopuffer.comVanta - https://vanta.comVibe - https://...
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    3 時間 16 分
  • Tall Poppy Syndrome, Bytedance Gets Blackwell Chips, WSJ Mansion Section | Diet TBPN

    Tall Poppy Syndrome, Bytedance Gets Blackwell Chips, WSJ Mansion Section | Diet TBPN
    2026/03/14

    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.


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    31 分
  • Travis Kalanick Joins, Spotify CEO, Nikesh from Palo Alto Networks, xAI Rebuild, Apple Faces Slop Allegations

    Travis Kalanick Joins, Spotify CEO, Nikesh from Palo Alto Networks, xAI Rebuild, Apple Faces Slop Allegations
    2026/03/13
    Sign up for TBPN’s daily newsletter at TBPN.com(02:47) - Tall Poppy Syndrome Comes to America (27:51) - The Mansion Section (41:27) - Eric Glyman, co-founder and CEO of Ramp, a financial technology company offering corporate charge cards and expense management solutions, discusses the company's expansion into Europe following the acquisition of Billhop, granting local licenses in the UK and EU. (49:01) - Travis Kalanick is an American entrepreneur and founder of CloudKitchens, a startup building real estate and infrastructure for delivery-only restaurants. Previously, he co-founded and led Uber from 2009 to 2017, helping scale it into one of the world’s largest transportation platforms. (01:48:10) - Gustav Söderström is Co-CEO of Spotify, where he oversees the company’s product, technology, and platform strategy. He joined Spotify in 2008 and has played a central role in building its discovery and personalization systems, helping shape the streaming service into one of the world’s leading audio platforms. (02:16:15) - Tim Cadogan, CEO of GoFundMe since March 2020, has a background in internet advertising, having led Yahoo's ad business and co-founded OpenX. In the conversation, he discusses his journey to GoFundMe, the platform's role during the COVID-19 pandemic, and the importance of community support during crises. He also highlights the challenges and innovations in fundraising, including the use of AI to assist users in creating effective campaigns. (02:33:22) - Nikesh Arora is the Chairman and CEO of Palo Alto Networks. He previously served as President and COO of SoftBank Group and spent nearly a decade at Google as its Chief Business Officer. He is widely known for scaling global tech businesses and leading one of the largest cybersecurity companies in the world.TBPN.com is made possible by:Ramp - https://Ramp.comAppLovin - https://axon.aiCisco - https://www.cisco.comCognition - https://cognition.aiConsole - https://console.comCrowdStrike - https://crowdstrike.comElevenLabs - https://elevenlabs.ioFigma - https://figma.comFin - https://fin.aiGemini - https://gemini.google.comGraphite - https://graphite.comGusto - https://gusto.com/tbpnKalshi - https://kalshi.comLabelbox - https://labelbox.comLambda - https://lambda.aiLinear - https://linear.appMongoDB - https://mongodb.comNYSE - https://nyse.comOkta - https://www.okta.comPhantom - https://phantom.com/cashPlaid - https://plaid.comPublic - https://public.comRailway - https://railway.comRestream - https://restream.ioSentry - https://sentry.ioShopify - https://shopify.com/tbpnTurbopuffer - https://turbopuffer.comVanta - https://vanta.comVibe - https://vibe.coFollow 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
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    3 時間 13 分
  • Uber Founder Travis Kalanick is Back with a New AI Startup

    Uber Founder Travis Kalanick is Back with a New AI Startup
    2026/03/13

    This is our full interview with Travis Kalanick, recorded live on TBPN.

    We discuss why he kept City Storage Systems in stealth for nearly eight years before reemerging as Atoms, unpack how his bet on real estate, robotics, autonomous delivery, and industrial infrastructure is designed to bring the economics of prepared food closer to grocery-store prices, and debate what the next era of physical AI could look like from mining and transport to specialized robotics, capital wars, and a future where human labor becomes the critical bottleneck in an increasingly automated world.

    TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays from 11–2 PT on X and YouTube, with full episodes posted to podcast platforms immediately after.

    Described by The New York Times as “Silicon Valley’s newest obsession,” TBPN has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella.

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

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    59 分
  • FULL INTERVIEW: Alex Karp on AI, Job Loss, and the Future of Work

    FULL INTERVIEW: Alex Karp on AI, Job Loss, and the Future of Work
    2026/03/12

    This is our full interview with Alex Karp, recorded live on TBPN.

    We discuss why AI could eliminate large numbers of white-collar jobs and trigger political backlash against the tech industry, unpack how Palantir’s hybrid model of software, deployment teams, and institutional knowledge allows companies to transform operations in months rather than years, and debate what the United States must do to stay competitive in the AI era from rebuilding domestic manufacturing and expanding vocational education to preparing for a world where AI development shapes geopolitics, national security, and the future of work.

    TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays from 11–2 PT on X and YouTube, with full episodes posted to podcast platforms immediately after.

    Described by The New York Times as “Silicon Valley’s newest obsession,” TBPN has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella.

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

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    28 分