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.

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Figma - https://figma.com
Fin - https://fin.ai
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Labelbox - https://labelbox.com
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Linear - https://linear.app
MongoDB - https://mongodb.com
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https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235
https://www.youtube.com/@TBPNLive

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(02:30) - Elon vs OpenAI

(58:16) - Ads in ChatGPT

(01:11:57) - WSJ Mansion Section

(01:28:54) - Bill Shufelt, a former hedge fund trader and ultramarathon runner, co-founded Athletic Brewing Company in 2017 to create high-quality non-alcoholic craft beers that cater to health-conscious consumers. In the conversation, he discusses his transition from finance to brewing, the development of a proprietary brewing process to produce flavorful non-alcoholic beers, and the company's rapid growth, including becoming the top-selling non-alcoholic beer in the U.S.

(02:00:04) - Sonya Huang, a partner at Sequoia Capital, discusses the current state of artificial general intelligence (AGI), emphasizing that AGI has arrived and urging founders to leverage existing technologies to address real-world problems. She highlights the evolution of AI capabilities, noting recent advancements in long-horizon agents that can persist and iterate towards outcomes without constant supervision. Huang also touches on the shift from product-led growth to agent-led growth, where AI agents autonomously select and utilize the best tools and services, potentially transforming traditional business models.

(02:31:46) - Sean Frank, CEO of Ridge Wallet, discusses the company's eagerness to advertise on OpenAI's ChatGPT platform, highlighting the high revenue per user from AI-driven traffic compared to traditional sources. He expresses optimism about the potential of ChatGPT ads to deliver high-intent customers and anticipates that the introduction of ads will further boost organic activity, leading to increased site visits and sales. Frank also touches on the evolving landscape of e-commerce, noting the importance of adapting to new advertising platforms and the potential impact on traditional website traffic.

(02:56:05) - 𝕏 Timeline Reactions

(03:14:14) - Alex Mashrabov, CEO and co-founder of Higgsfield AI, discusses the emergence of AI-native social media agencies that create commercial ads end-to-end using AI, highlighting the efficiency and personalization this approach offers. He notes that Fortune 500 brands are increasingly hiring smaller agencies that utilize Higgsfield's platform to produce customized ads, enabling the creation of thousands of videos at a cost below $1 per video. Mashrabov also addresses the challenges posed by the growing size of video models, which are expected to exceed 100 billion parameters, and emphasizes the importance of integrating performance data to optimize content creation through reinforcement learning.

TBPN.com is made possible by: 
Ramp - https://Ramp.com
AppLovin - https://axon.ai
Cognition - https://cognition.ai
Console - https://console.com
CrowdStrike - https://crowdstrike.com
ElevenLabs - https://elevenlabs.io
Figma - https://figma.com
Fin - https://fin.ai
Gemini - https://gemini.google.com
Graphite - https://graphite.com
Gusto - https://gusto.com/tbpn
Labelbox - https://labelbox.com
Lambda - https://lambda.ai
Linear - https://linear.app
MongoDB - https://mongodb.com
NYSE - https://nyse.com
Phantom - https://phantom.com/cash
Plaid - https://plaid.com
Public - https://public.com
Railway - https://railway.com
Restream - https://restream.io
Shopify - https://shopify.com
Turbopuffer - https://turbopuffer.com
Vanta - https://vanta.com
Vibe - https://vibe.co
Sentry - https://sentry.io
Cisco - https://cisco.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

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.com is made possible by:
Ramp - https://Ramp.com
AppLovin - https://axon.ai
Cognition - https://cognition.ai
Console - https://console.com
CrowdStrike - https://crowdstrike.com
ElevenLabs - https://elevenlabs.io
Figma - https://figma.com
Fin - https://fin.ai
Gemini - https://gemini.google.com
Graphite - https://graphite.com
Gusto - https://gusto.com/tbpn
Labelbox - https://labelbox.com
Lambda - https://lambda.ai
Linear - https://linear.app
MongoDB - https://mongodb.com
NYSE - https://nyse.com
Okta - https://www.okta.com
Phantom - https://phantom.com/cash
Plaid - https://plaid.com
Public - https://public.com
Railway - https://railway.com
Ramp - https://ramp.com
Restream - https://restream.io
Sentry - https://sentry.io
Shopify - https://shopify.com
Turbopuffer - https://turbopuffer.com
Vanta - https://vanta.com
Vibe - https://vibe.co

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

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

(01:30) - Big Tech Turns to Mining

(12:09) - 𝕏 Timeline Reactions

(21:44) - Thinking Machines Loses Top Executives

(29:24) - NYC Sauna Wars

(38:46) - Meta VR Layoffs

(57:12) - Chirantan "CJ" Desai, appointed President and CEO of MongoDB in November 2025, discusses the company's reintroduction in San Francisco, emphasizing its evolution to support AI-driven applications. He highlights MongoDB's growth to over 60,000 customers, attributing this to its agility in handling unstructured data like images and videos, which is crucial for modern AI applications. Desai also mentions the company's strategic acquisitions, such as Voyage, to enhance AI capabilities, and expresses confidence in cloud providers' ability to meet computing demands, ensuring MongoDB's continued innovation and scalability.

(01:07:55) - Matthew Prince, co-founder and CEO of Cloudflare, discusses the €14 million fine imposed by Italy's communications watchdog, AGCOM, for allegedly failing to block access to pirated content via Cloudflare's services. He explains that the fine stems from a law allowing media executives to blacklist websites, requiring companies like Cloudflare to remove them globally within 30 minutes—a mandate he criticizes as overreaching and impractical. Prince expresses concern over the broader implications of such laws, emphasizing the potential for censorship and the challenges they pose to maintaining an open and free internet.

(01:33:47) - Delian Asparouhov, a Bulgarian-born entrepreneur and investor, is a Partner at Founders Fund and Co-Founder and President of Varda Space Industries, which focuses on manufacturing in space. In the conversation, he discusses his pattern of investing during the holiday season, noting that over the past nine years, he has signed term sheets within 48 hours of Christmas Day in seven of those years. He attributes this to the quieter environment during the holidays, which facilitates focused negotiations with founders, and mentions that this period allows for setting clear deadlines, such as requiring deals to be signed by New Year's, making it a convenient time for both investors and founders to engage in discussions.

(01:55:55) - 𝕏 Timeline Reactions

(02:07:01) - Deepak Pathak, CEO and co-founder of Skild AI, is developing a general-purpose robot brain capable of controlling various robotic forms, from humanoids to quadrupeds, with a single system. In the conversation, he discusses the company's recent $1.4 billion funding round, valuing Skild AI at $14 billion, and emphasizes the importance of integrating robots into everyday environments alongside humans to handle the unpredictability of real-world scenarios. He also highlights the challenges in robotics due to the scarcity of data, contrasting it with fields like language and vision, and explains Skild AI's approach of learning from human videos and simulations to overcome this hurdle.

(02:16:56) - David Tearse, co-founder and CEO of Karman Industries, discusses the launch of their Heat Processing Unit (HPU), a cooling system designed for gigawatt-scale AI data centers. The HPU utilizes supercritical CO₂ to efficiently manage heat, reducing energy consumption by at least 25% compared to existing solutions, and offers a modular 10-megawatt design that decreases mechanical yard space by about 80%, accelerating deployment times. Tearse also highlights the potential for waste heat recovery, including converting excess heat back into electricity or providing heating to nearby communities, emphasizing the environmental and operational benefits of their technology.

(02:35:53) - Blake Resnick, founder and CEO of BRINC Drones, began his engineering career with internships at McLaren Automotive, Tesla Motors, and DJI Inc. In the conversation, he discusses BRINC's development of drones designed for public safety, including the LEMUR, which assists SWAT teams by flying indoors, breaking glass, and enabling two-way communication. He also highlights the company's growth, noting that approximately 20% of SWAT teams in the U.S. are utilizing BRINC's drones, and shares plans for expanding their applications to include rapid response to 911 calls and integration with emergency medical services.

TBPN.com is made possible by: 
Ramp - https://Ramp.com
AppLovin - https://axon.ai
Cognition - https://cognition.ai
Console - https://console.com
CrowdStrike - https://crowdstrike.com
ElevenLabs - https://elevenlabs.io
Figma - https://figma.com
Fin - https://fin.ai
Gemini - https://gemini.google.com
Graphite - https://graphite.com
Gusto - https://gusto.com/tbpn
Labelbox - https://labelbox.com
Lambda - https://lambda.ai
Linear - https://linear.app
MongoDB - https://mongodb.com
NYSE - https://nyse.com
Phantom - https://phantom.com/cash
Plaid - https://plaid.com
Public - https://public.com
Railway - https://railway.com
Restream - https://restream.io
Shopify - https://shopify.com
Turbopuffer - https://turbopuffer.com
Vanta - https://vanta.com
Vibe - https://vibe.co
Sentry - https://sentry.io
Cisco - https://cisco.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

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.com is made possible by:
Ramp - https://Ramp.com
AppLovin - https://axon.ai
Cognition - https://cognition.ai
Console - https://console.com
CrowdStrike - https://crowdstrike.com
ElevenLabs - https://elevenlabs.io
Figma - https://figma.com
Fin - https://fin.ai
Gemini - https://gemini.google.com
Graphite - https://graphite.com
Gusto - https://gusto.com/tbpn
Labelbox - https://labelbox.com
Lambda - https://lambda.ai
Linear - https://linear.app
MongoDB - https://mongodb.com
NYSE - https://nyse.com
Okta - https://www.okta.com
Phantom - https://phantom.com/cash
Plaid - https://plaid.com
Public - https://public.com
Railway - https://railway.com
Ramp - https://ramp.com
Restream - https://restream.io
Sentry - https://sentry.io
Shopify - https://shopify.com
Turbopuffer - https://turbopuffer.com
Vanta - https://vanta.com
Vibe - https://vibe.co

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