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

(02:34) - Snap officially launches Specs

(27:18) - Paramount scouts offices in Nashville

(30:25) - Reacting to new clip from 'The Social Reckoning'

(41:00) - Japan’s monks turn to investing

(55:51) - Aaref Hilaly discusses Bain Capital Ventures’ post-AGI investment strategy, arguing that abundant intelligence will unlock transformative opportunities in robotics, drug discovery, simulation, and AI applications. A partner at Bain Capital Ventures, he also explains the firm’s $1.6 billion fund, its early-stage focus, and its approach of backing ambitious founders while connecting them with Bain Capital’s broader network of real-world businesses.

(01:08:30) - David Gross, managing partner at Bain Capital, discusses his career in Japan and the firm’s evolution across private equity, venture capital, and life sciences. He highlights Bain’s focus on operational transformation, investor alignment, AI-enabled value creation, and macroeconomic analysis.

(01:26:49) - Max Junestrand discusses how Legora helps legal teams integrate AI deeply into their workflows by routing tasks across multiple models, reducing costs, and consolidating legal capabilities into one platform. The Legora co-founder also highlights the company’s Salesforce partnership, rapid growth, acquisition strategy, and the transformative impact of AI on legal work, billing models, and litigation.

(01:38:54) - Chase Lochmiller, co-founder and CEO of Crusoe, discusses the company’s growth from small, energy-efficient Bitcoin mining operations to gigawatt-scale AI infrastructure. He highlights Crusoe’s expanding Texas campus, modular Spark data centers, renewable and nuclear energy projects, and newly announced Series F funding.

(01:49:11) - Jesse Zhang discusses Decagon’s international expansion, including its new São Paulo office, and how customer demand guides market selection. He also explains the challenges of deploying AI customer-service agents and optimizing models for cost, performance, and especially low latency.

(01:58:03) - Nilam Ganenthiran, founder and CEO of Beacon, and Leonard Tang, VP of AI Research, discuss the company’s strategy of acquiring established technology businesses and transforming them with AI. They explain how Beacon is accelerating AI adoption across real-economy industries by providing trusted tools that improve operations, growth, staffing, pricing, and resource allocation.

(02:08:10) - Joe Weisenthal discusses his work as a Bloomberg journalist and *Odd Lots* podcast host, including a live show exploring Los Angeles’s economy. He offers an optimistic view of LA while examining AI risks, data centers, regulation, employment, interest rates, economic data, and how AI is changing communication and everyday life.

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

(00:52) - Third Party Evaluators

(14:00) - Fed Hikes Rates

(18:47) - Zuck Pushes Back On AI Slowdown

(37:44) - Kalshi's AI Compute Market Closed

(49:45) - Jeremy Allaire discusses Circle’s launch of Arc, a blockchain-based economic operating system designed for payments, capital markets, and trusted AI-agent transactions. The Circle co-founder, chairman, and CEO also explains how stablecoins such as USDC could reduce payment costs and expand global financial access, while addressing evolving U.S. cryptocurrency regulation.

(58:29) - Timeline Reactions

(01:05:21) - Tomasz Tunguz, founder and general partner at Theory Ventures, discusses AI regulation, liability, inference infrastructure, open-source models, and investment opportunities across the AI stack. He also examines soaring valuations for AI companies, agent economics and monetization, software acquisitions, and venture capital liquidity.

(01:26:39) - William Layden discusses how Roon’s modular AI data centers convert surplus utility-scale solar power into computing capacity. He explains the technology’s rapid deployment, potential applications for wind and other renewable sources, and his belief that solar energy will power the future of computing.

(01:35:25) - Justin Beroz, founder and CEO of Rainco, is a mechanical engineer and theoretical physicist developing mathematical tools to solve turbulence. Justin Beroz discusses the practical limits of the Navier–Stokes breakthrough, AI-generated proofs, and Rainco’s plans to commercialize more reliable fluid-simulation software and eventually turbulence-control hardware.

(01:47:30) - Eli Wachs, founder of Footprint, discusses building an AI operating system that helps financial institutions detect, investigate, and prevent financial crime. He explains how Footprint uses AI agents, extensive data access, and case memory to investigate every transaction, counter increasingly sophisticated criminal networks, and reduce the multitrillion-dollar global impact of fraud.

(01:58:31) - Sean McCarthy discusses his role as co-founder and CEO of Back Ops, an AI-native platform that automates supply-chain back-office operations. He explains how the company reduces operating costs, improves claims approval rates, integrates with systems ranging from spreadsheets to mainframes, and plans to use its $42 million Series B to expand across retail, manufacturing, and pharmaceuticals.

(02:05:52) - Tom Mueller discusses Impulse Space’s $808 million Series D financing, its Mira and Helios spacecraft, and growing opportunities in orbital transportation and government launch programs. The founder and CEO also reflects on SpaceX’s engineering culture, AI adoption, spacecraft reliability, and the challenges of hiring experienced aerospace and software talent.

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