• (01:13) - Meta Connect Reactions
• (45:04) - Australia vs. AI Agents
• (47:33) - 𝕏 Timeline Reactions
• (49:26) - New Bentley EV
• (52:37) - Shalev Lifshitz discusses his background in AI research and the launch of an AI security company with his sister, Romy Lifshitz. He highlights threats to rapidly expanding AI infrastructure—including model sabotage, escape, and theft—and introduces their *Secure Acceleration* report outlining ways to protect AI systems as they advance.
• (59:38) - Leif Abraham discusses Public.com’s launch of AI agents for prediction markets focused on market-moving events rather than sports or entertainment. The co-founder and co-CEO explains how sophisticated investors use these agents to automate portfolio strategies, including trading, risk management, options income, and tax-loss harvesting.
• (01:09:33) - Diogo Almeida discusses founding and leading TypeSafe AI, whose viral launch has driven overwhelming demand for its developer-focused AI model. He explains that the technology enables reliable automation through fast, structured, calibrated judgments rather than text generation or complex reasoning, making routine workflows easier to integrate into software.
• (01:18:54) - Hooman Reza Nazad, co-founder and CEO of Silco Industries, discusses the company’s $75 million raise to build a Nevada rare-earth metallization plant. He explains Silco’s shift from recycling to mined materials, the West’s rare-earth processing bottleneck, and its plans to supply cost-competitive metals to automotive and defense customers.
• (01:27:34) - Jordan Nanos discusses SemiAnalysis’s ClusterMAX 3 rankings, explaining how hands-on testing evaluates AI neoclouds by performance, network design, software support, and failure recovery. He highlights CoreWeave and Nebius as leading providers while predicting expansion from inference platforms, chip startups, crypto miners, and legacy cloud operators.
• (01:45:03) - Erica Alden Davenedictus discusses her work as co-founder and CEO of Pioneer Labs, a nonprofit engineering biological systems to support human life on Mars. She explains the company’s development of microbes that convert Martian resources into bioplastics, its plans for additional organisms, potential mission timelines, and the legal and ecological concerns surrounding the introduction of Earth life to Mars.

TBPN is made possible by:

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MongoDB - https://www.mongodb.com

NYSE - https://www.nyse.com

Railway - https://railway.com

Shopify - https://www.shopify.com

Codex - http://openAI.com/codex

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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:
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https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235
https://www.youtube.com/@TBPNLive

• (00:49) - Jensen vs AI Alarmism
• (19:33) - New Model Reactions
• (28:54) - Saudi EVs
• (31:00) - "You Can See Everything" New Trailer Reaction
• (36:40) - Cristiano Amon discusses Qualcomm’s vision for AI-powered smartphones, vehicles, data centers, and emerging wearable devices. The Qualcomm president and CEO highlights rising demand for computing, the importance of on-device AI, and the company’s push for an open-source AI software ecosystem.
• (48:41) - Talia Goldberg, a partner at Bessemer Venture Partners, discusses emerging AI opportunities, including physical AI, “token market fit,” and personal agents. She also outlines Bessemer’s new $5.75 billion fund and its strategy of making selective, substantial investments in early-stage and high-growth companies.
• (01:00:22) - John and Louis Antonelli discuss co-founding Real, a social sports app that transforms live statistics into fast, engaging, community-driven content. They explain the platform’s growth through sports fan pages, real-time notifications, digital collectibles, AI-powered moderation, and plans to expand into more sports and live events.
• (01:25:25) - Max Levchin, founder and CEO of Affirm, discusses the company’s UK expansion with Amazon, its breakthrough attention-based underwriting models, and the advantages of operational discipline and transparency. He also explains why existing financial infrastructure can support AI agents and how Affirm’s dedicated developer-productivity team has increased AI-assisted coding while reducing costs.
• (01:43:48) - Sam Ross, co-founder and CEO of Numeral, discusses the company’s $100 million funding round and its mission to automate global sales tax and VAT compliance. He explains that the capital will primarily support R&D, AI-powered tax advisory tools, and solutions that reduce manual work for tax professionals.

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:

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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:
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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) - Harvey's Margin Whiplash
• (12:54) - Insects > Humans?
• (26:44) - Human Powered Agents
• (45:59) - McLaren Rebrand
• (50:27) - Toy Sales Growth Driven by Adults
• (56:12) - Ben Thompson, founder of the technology analysis publication Stratechery, discusses how AI agents, personal assistants, and future robotics can eliminate tedious real-world tasks. He also explores consumer behavior, arguing that people value relief from everyday friction but still enjoy activities like shopping, while Amazon’s logistics infrastructure gives it a durable advantage over Shopify and other competitors.
• (01:38:16) - Gagan Biyani, CEO of Horowitz Andreessen Academy, discusses the new for-profit San Francisco school for young builders, backed by $42 million in funding. He outlines its tuition-free founding class of 50 students, one-year immersive program beginning in fall 2027, and mission to prepare students for entrepreneurship or impactful roles at established companies.
• (01:45:21) - Alex Ratner discusses Snorkel AI’s $350 million funding round and the shift from high-volume training data to precise, specialized data targeting model weaknesses. The Snorkel AI co-founder argues that recursive self-improvement will continue to require human expertise, real-world input, and sophisticated combinations of people and AI.
• (01:53:24) - Peter Kalogiannis discusses Swarm Aero’s Gamera, a low-cost autonomous aircraft designed for long-range missions and large payloads. The co-founder and CEO explains the company’s integrated approach to aircraft manufacturing, scalable production, and swarm autonomy, with a focus on potential operations in the Pacific.
• (01:57:55) - Daniel Petkevich discusses his entrepreneurial career, including founding Fair Square Medicare and Trim, and his current car show, *Cars and Capitalists*. He also shares predictions about the Tesla Roadster and describes building an open-source quadruped robot dog.

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

• (01:46) - AI Video Models
• (22:59) - Seedance Strategy
• (29:40) - Meta Up Big
• (31:10) - Amazon Blocks Muse
• (44:19) - Augustus Doricko discusses Rainmaker’s $100 million Series B and its mission to address global water shortages through autonomous drone-based cloud seeding. He explains the company’s work with data centers, ski resorts, governments, and researchers, as well as how AI is accelerating its atmospheric science and weather-modification capabilities.
• (57:45) - Vinod Khosla discusses the emerging personal-agent market, arguing that consumer trust, transparency, task completion, and secure payments will determine success rather than traditional platform lock-in. The venture capitalist and founder of Khosla Ventures predicts that startups may outperform large technology companies by building unbiased agents that work across users’ preferred channels, protect their interests, and reliably complete tasks.
• (01:21:47) - Aaron Levie discusses how AI agents are strengthening enterprise software by increasing demand for secure, authoritative data platforms like Box. The Box co-founder and CEO also explores personal agents’ potential to reduce consumer friction, alongside the industry’s need to balance rapid innovation with security, safety, and regulation.
• (01:48:26) - Ron Biscardi discusses co-founding and leading iConnections, a technology-driven capital introduction platform connecting institutional investors with alternative fund managers. He also explains Tomorrow X, an accessible technology conference designed to connect retail investors and independent analysts with leading executives and investors.
• (01:58:00) - Ben Hylak discusses Raindrop, the AI-agent reliability company he co-founded, and its new simulation tools for detecting and preventing production issues. He explores enterprise AI adoption, company-specific agent alignment, AI-generated content and branding, Raindrop’s $35 million fundraise, and the potential capabilities of Tesla’s forthcoming Roadster.
• (02:27:17) - Lucas Shaw discusses major shifts in Hollywood, including David Ellison’s Paramount–Warner Bros. deal, the film industry’s recovery, and Apple’s streaming strategy. A Bloomberg entertainment reporter, Shaw also examines the intensifying competition between Netflix and YouTube for creators and the potential benefits of greater platform competition.

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