TBPN

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

(01:32) - NVIDIA Moves Up the AI Cloud Stack

(09:54) - Factory-Cognition Drama

(23:17) - Instinct Pushes into Shopping

(35:23) - Gemini 4 Argon

(44:45) - Will Bruey discusses Varda’s transition to operating a scalable fleet of commercial reentry vehicles, supported by a $251 million Series D and launch capacity secured through 2029. He also explains how microgravity can advance pharmaceutical manufacturing, why reusable launch infrastructure will expand the space economy, and how Varda has made land-based reentry reliable and cost-effective.

(58:16) - Christophe Beck, chairman, president, and CEO of Ecolab, discusses the company’s work addressing water scarcity, infection prevention, food safety, and sustainable infrastructure. He highlights closed-loop, water-neutral cooling systems for AI data centers, advocates recycling water rather than relying on desalination, and urges technology companies to work closely with local communities.

(01:16:20) - Hassaan Raza discusses Tavis’s Griffin human-interaction model, designed to make communicating with AI feel as natural as speaking with a person. The Tavis co-founder and CEO explains its potential to power AI coworkers, tutors, healthcare workers, and companions while emphasizing careful safety testing, disclosure, and gradual release.

(01:24:49) - Connor Renton discusses Brodie Rec League, the world’s largest basketball league, which provides everyday athletes with a professional-style experience through uniforms, livestreams, player clips, statistics, and rewards. He explains how the platform simplifies joining and organizing recreational basketball while outlining its player-funded model, expansion across North American cities, and potential growth into other sports.

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

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

(01:26) - Supper Intelligence

(09:00) - White House Accord Signature Tier List

(21:22) - 𝕏 Timeline Reactions

(32:59) - Power, GD, and the AI Boom

(43:21) - A Warning about Model Welfare

(57:28) - Ken Griffindor School of Market Wizardry

(01:08:24) - Ali Golshan, Nvidia’s senior director of AI software and a former Gretel founder, discusses his work on AI security, safety, and infrastructure. He explains how the open-source OpenShell project, formal verification, and hardware-level controls can provide a trusted, full-stack environment for monitoring and containing autonomous AI agents.

(01:20:43) - Mike Intrator, co-founder and CEO of AI cloud provider CoreWeave, discusses the company’s evolution beyond GPU infrastructure into a comprehensive AI cloud platform. He highlights CoreWeave’s new Forge product, the long-term utility of GPUs, potential industry consolidation, and the economics of compute capacity and data-center planning.

(01:36:10) - Vlad Tenev discusses Robinhood’s expansion into AI-powered trading, including autonomous agents, third-party financial data, and safeguards designed to give everyday investors “a hedge fund in their pocket.” The Robinhood co-founder and CEO also covers social investing, prediction markets, new trading products, and AI’s broader impact on financial markets.

(01:54:10) - Pari Singh discusses Flow Engineering’s $50 million fundraise at a $750 million valuation and its plans to invest heavily in AI-powered hardware engineering. He explains how Flow uses AI to continuously verify complex designs, manage regulatory requirements, and accelerate collaboration across engineering teams and suppliers.

(02:04:26) - Minna Song discusses EliseAI’s rapid growth, including raising $350 million, surpassing $200 million in annual recurring revenue, and serving 20% of the U.S. apartment market. The co-founder and CEO explains how the company drives AI adoption and develops shared technology for the large housing and healthcare sectors.

(02:11:00) - Dev Ittycheria discusses returning as MongoDB’s interim president and CEO, the company’s strong outlook, and his journey as a founder, investor, and technology executive. He also shares insights on AI talent wars, open-source business models, corporate governance, and the importance of clear strategy, strong teams, and a candid culture.

(02:32:43) - Daragh Murphy discusses Imprint, the fintech company he co-founded and leads as CEO, which provides co-branded credit cards and payment infrastructure for major brands such as Kroger and Shell. He explains Imprint’s partnership model, credit-card economics, and how AI agents and bank-account payments could challenge traditional card networks and interchange fees.

(02:39:54) - Noah Friedman discusses OuterSignal, his customer-intelligence and personalization platform, following its $22 million Series A. He explains how richer, real-time customer profiles help brands personalize marketing, improve retail and product strategies, and create more relevant consumer experiences.

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

(09:00) - Sam Altman discusses how increasingly capable AI agents can simplify work and daily life while fostering an open ecosystem for developers. He also addresses OpenAI’s startup culture, expanding computing infrastructure, simplified model selection, rapid experimentation, and the unresolved scientific challenge of aligning superintelligent AI.

(25:17) - Alexander Embiricos, an OpenAI product leader, discusses “dots,” proactive AI agents designed to act as personal delegates across workplace tools. He explains how personal and specialist dots can autonomously handle tasks, support individuals and enterprises, and make advanced AI more accessible through flexible interfaces and integrations.

(41:54) - Andrew Ambrosino discusses leading OpenAI’s Codex desktop and Space teams and unifying Codex’s agentic capabilities with ChatGPT. He highlights cloud and local-machine integration, collaborative AI workspaces, dynamic interfaces, faster models, and OpenAI’s iterative, feedback-driven product development.

(54:27) - Peter Steinberger discusses founding OpenClaw and pioneering personal AI agents that can proactively operate computers, use tools, and coordinate complex tasks. He explores agent-driven software development, changing online services, and a future where AI reshapes operating systems, commerce, and human workflows.

(01:16:22) - Tibo Sottiaux discusses his work leading AI agent development at OpenAI, including Dots, Codex, and advances in computer use. He explains how persistent agents can learn users’ preferences, securely perform specialized organizational tasks, share long-term memory, and automatically balance speed, cost, and reasoning effort.

(01:33:41) - Kath Korevec discusses her work as an OpenAI product manager for ChatGPT Sites, which reached 10 million sites within three months of launch. She highlights personal and professional uses, collaborative features within Spaces, new integrations and plugins, and plans to expand access to free users.

(01:41:50) - Casey Neistat discusses his perspective as a filmmaker, YouTube pioneer, and ModRetro executive on retro technology, AI-assisted creativity, and the value of simple, purpose-built devices. He argues that AI will democratize game and video creation while human taste, expertise, and curation remain essential amid a growing flood of content.

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