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

(00:31) - Apple's Pro and Tell Event

(16:29) - Genie 4

(25:50) - OpenAI Eyes Custom Google Chips

(31:24) - 𝕏 Timeline Reactions

(55:14) - Mark Gurman discusses Apple’s latest products, drawing on his expertise as a Bloomberg technology journalist and prominent Apple reporter. He praises the iPhone Duo and OLED MacBook Pro while addressing manufacturing defects, software quirks, Apple’s lagging AI strategy, and its broader challenges with innovation and acquisitions.

(01:29:58) - Zach Rash discusses Coco Robotics’ autonomous sidewalk delivery robots, including its fleet of roughly 1,000 units, UK expansion through DoorDash and Deliveroo, and plans to manufacture 20,000 next-generation robots for 2027. The co-founder and CEO also explains Coco’s fleet operations, regulatory challenges, AI benchmarks, and goal of safely navigating complex urban environments at scale.

(01:40:28) - Ben Liu discusses his role as co-founder and CEO of Formation Bio, an AI-native pharmaceutical company focused on making clinical trials and drug development faster and more affordable. He explains how its $600 million fund will finance promising individual drug assets while using AI, specialized talent, and a hub-and-spoke model to bring more medicines to patients.

(01:52:37) - Amiram Shachar discusses Upwind, the cloud and AI cybersecurity company he co-founded and leads as CEO. He explains its platform-based security approach, the team’s cloud infrastructure expertise, AI’s impact on software development and cyber threats, and the company’s recent $400 million Series C funding round.

(01:59:22) - Jasper Zhang discusses founding Hyperbolic, a unified platform that aggregates and orchestrates global GPU compute, allowing customers to flexibly access, manage, and resell unused capacity. A math prodigy who completed his UC Berkeley PhD in two years, Zhang also explains Hyperbolic’s broad hardware support, strategic investor relationships, and recently raised $30 million.

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

(01:47) - Anduril Laptop

(17:16) - Apple Unveils New Macbook Pro

(21:12) - 𝕏 Timeline Reactions

(22:54) - OpenAI Announces Three New Discoveries

(36:51) - Anthropic Founders Can Name Secret Successors

(39:23) - China's AI Bubble is Already Bursting

(43:34) - AI Startup Dating Show Goes Viral

(47:57) - DoorDash + Instacart

(54:24) - Harley-Davidson's Electric Motorcycle Stalls

(59:57) - Miles Arnone discusses his role as co-founder and CEO of Rebuild Manufacturing, a 2,000-person company restoring U.S. industrial capacity through engineering, domestic production, and new hard-tech ventures. He outlines Rebuild’s acquisition strategy, advances in affordable drone and vehicle manufacturing, skepticism toward overreliance on robotics, and a $2.1 billion fundraise led by JPMorgan Chase and General Catalyst.

(01:12:43) - Rahul Sengottuvelu discusses Ramp’s expansion into AI-powered financial and software automation as the company’s CTO. He introduces Inspect, a secure, collaborative, multi-model coding agent designed to handle complex codebases, integrate with company systems, and give finance teams visibility and control over AI spending.

(01:21:12) - Gavin Baker discusses the accelerating adoption and strong economics of AI, emphasizing Anthropic’s diversified customer base, surging demand for compute, and the transformative potential of AI agents. The Atreides Management managing partner also shares his optimistic investment outlook on infrastructure, biology, energy, and broader public participation in the AI economy.

(02:02:40) - 𝕏 Timeline Reactions

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

This is our full interview with Gavin Baker.
We discuss his biggest takeaways from Anthropic's S-1, the growing demand for GPUs and why compute prices keep rising, how SpaceX and Anthropic going public could unlock more capital for AI investment, the rise of AI agents, and why he believes Wall Street is underestimating the AI boom.
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
Sign up for TBPN’s daily newsletter at TBPN.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