TBPN

John Coogan & Jordi Hays
TBPN
Latest episode

476 episodes

  • TBPN

    Meta Drops New Model, Mythos, RoboLamp | Luther Lowe, Dan Primack, Lior Susan, Feross Aboukhadijeh, Qasim Mithani, Jaleh Rezaei, Jeremy Philip Galen

    04/08/2026 | 2h 18 mins.
    (00:44) - Meta Launches Muse Spark

    (18:24) - Anthropic's Mythos

    (30:19) - 𝕏 Timeline Reactions

    (36:12) - Robo-Lamp

    (41:13) - Luther Lowe, Head of Public Policy at Y Combinator, discusses the challenges small tech companies face due to the control exerted by major platforms like Apple and Google over app distribution. He highlights the restrictive nature of app stores, likening Apple's App Store to "the worst DMV in the world," and emphasizes the need for policy interventions to curb anti-competitive practices. Lowe also mentions Y Combinator's support for the BASE Act, aimed at preventing self-preferencing by dominant platforms, to foster a more competitive and innovative tech ecosystem.

    (58:30) - Dan Primack, a journalist specializing in business and finance, discusses the legal landscape of prediction markets, highlighting a recent New Jersey appeals court decision favoring Kalshi, a prediction market platform. He anticipates the issue may escalate to the Supreme Court, with potential congressional intervention being necessary for significant changes. Primack also notes the bipartisan nature of opposition to such markets, citing concerns from both casino interests and anti-gambling advocates.

    (01:20:42) - Lior Susan, founder and Managing Partner of Eclipse Ventures, discusses his firm's focus on investing in physical industries by supporting companies like Cerebras and VulcanForms. He highlights the importance of wafer-scale integration in chip design and the use of multiple lasers in metal part manufacturing to drive innovation and scalability. Additionally, Susan emphasizes the significance of disciplined company-building practices in capital-intensive sectors and expresses optimism about the future of real asset companies in public markets.

    (01:33:21) - Feross Aboukhadijeh, founder and CEO of Socket, a developer-first security platform, discusses how Socket rapidly detected a malicious update to the widely-used Axios npm package within six minutes. He explains that Socket's system downloads and analyzes every open-source package across 19 ecosystems, employing static analysis, maintainer behavior analysis, AI, and human researchers to identify supply chain attacks and cybersecurity threats. Aboukhadijeh also details the sophisticated social engineering tactics used by North Korean state actors to compromise the Axios maintainer's account, leading to the publication of poisoned package versions that installed Remote Access Trojans, enabling attackers to remotely control infected devices and exfiltrate sensitive data.

    (01:50:24) - Qasim Mithani, co-founder and CEO of DepthFirst, discusses the company's mission to build AI capable of detecting, triaging, and remediating software vulnerabilities at scale. He highlights their recent $80 million Series B funding, raised less than 90 days after a previous round, driven by significant customer traction and the need to enhance research efforts. Mithani also emphasizes the importance of security in the AI era, noting partnerships with major AI labs and the development of in-house models to address complex enterprise environments.

    (01:57:57) - Jaleh Rezaei, CEO and co-founder of Mutiny, discusses the company's AI agent that assists businesses like Rippling and Snowflake in creating personalized customer-facing materials to streamline the sales process from initial contact to deal closure. She explains how the agent generates tailored content such as landing pages, battle cards, and ROI proposals, enhancing efficiency and effectiveness in customer engagement. Additionally, Rezaei shares the origin of Mutiny's name, emphasizing its mission to challenge traditional go-to-market dependencies, and recounts the story behind their raccoon mascot, Achoo, highlighting the company's culture of authenticity and spontaneity.

    (02:05:53) - Jeremy Philip, after 12 years at Meta focusing on trust and safety, left to address AI-powered scams by founding Charlemagne Labs, which developed Agent Charley, an on-device AI agent for real-time threat detection. He discusses the increasing sophistication of phishing attacks, emphasizing that AI enables scammers to craft highly personalized and convincing messages, making traditional phishing indistinguishable from spear phishing. Philip highlights the necessity for proactive, real-time defenses like Agent Charley to protect users from these advanced threats.

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    https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231
    https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235
    https://www.youtube.com/@TBPNLive
  • TBPN

    Meta Tokenmaxxing, Intel Joins Terafab, Frontier AI vs. China | Diet TBPN

    04/08/2026 | 33 mins.
    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.

    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
  • TBPN

    FULL INTERVIEW: Thomas Laffont’s Journey From Hollywood Assistant to Legendary Tech Investor

    04/07/2026 | 1h 2 mins.
    This is our full interview with Thomas Laffont, recorded live on TBPN.
    We discuss his upbringing between Paris and New York, his determined path into Hollywood through CAA’s mailroom, and the lessons he carried from entertainment into investing, from spotting Apple early to navigating AI, private markets, and the future of tech.
    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
  • TBPN

    Tokenmaxxing, SF Street Name Auction, Corporate Retreat Gone Wrong | Riley Walz, Aditya Bandi, Zach Shore, Hongwei Liu, Zak Kukoff, Thomas Laffont

    04/07/2026 | 3h 14 mins.
    (00:45) - Meta Employees Tokenmaxxing

    (15:43) - Intel Joins the Terafab Project

    (29:59) - Corporate Retreat Gone Wrong

    (45:34) - Big Tech Teams up Against China

    (53:01) - 𝕏 Timeline Reactions

    (01:00:29) - Riley Walz, a 23-year-old software engineer and tech enthusiast, is known for his inventive projects that blend technology with community engagement. In the conversation, he discusses his latest venture in San Francisco's Sunset District, where he and his friends purchased a foreclosed alley for $26,000 and transformed it into a community art project. They paved the alley, invited the public to submit digital artwork through their website, and auctioned the naming rights, with the highest bid reaching $135,000, all while ensuring the alley remains accessible to vehicles.

    (01:17:18) - Aditya Bandi, co-founder of Noon, discusses his journey from India to the Bay Area in 2015, where his first startup was acquired by Yahoo. He highlights the challenges designers face with traditional tools that separate design from functionality, leading to inefficiencies. To address this, Noon integrates design directly with a product's codebase, enabling designers to work on both visual and functional aspects simultaneously, streamlining the development process.

    (01:29:45) - Zach Shore, President of Hermeus Corporation, discusses the company's recent $350 million funding round, the rapid development and testing of their high-speed aircraft, and the strategic expansion to Los Angeles to leverage local engineering talent. He highlights the advantages of unmanned jets in accelerating R&D cycles and reducing risks, and outlines the progression of their aircraft from initial prototypes to the upcoming Mach 3 platform. Shore also emphasizes Hermeus' focus on defense applications, aiming to provide advanced capabilities to the U.S. Department of Defense before considering commercial markets.

    (01:45:32) - Hongwei Liu, CEO and founder of Mappedin, discusses the company's mission to digitize indoor spaces by transforming traditional floor plans into dynamic, interactive maps, enabling users to navigate complex environments like malls, airports, and hospitals. He highlights the challenges of keeping indoor maps up-to-date due to constant changes, emphasizing the importance of providing building owners with tools to manage and publish their own maps. Liu also mentions Mappedin's significant market presence, including partnerships with major venues and events, and announces a recent funding round of $24.5 million to further advance their indoor mapping solutions.

    (01:53:14) - Zak Kukoff chairs the Tech and Venture Practice at Lewis-Burke Associates, where he advocates for the policy needs of founders and investors. In the conversation, he discusses the challenges and political dynamics surrounding data centers, including public perception issues, energy consumption concerns, and the impact on local communities. He also highlights the importance of proactive messaging and strategic political engagement to address these challenges and support technological progress.

    (02:12:33) - Thomas Laffont is the co-founder of Coatue, a global technology investment firm spanning public and private markets. He focuses on investing in high-growth technology companies and is known for his long-term approach to backing category-defining businesses across software, internet, and AI.

    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
  • TBPN

    The $1B One-Person Company, China’s Pork Crisis, America’s New Weapon | Diet TBPN

    04/06/2026 | 30 mins.
    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.

    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

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About TBPN

TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays from 11–2 PT on X and YouTube, with full episodes posted to Spotify immediately after airing. Described by The New York Times as “Silicon Valley’s newest obsession,” TBPN has interviewed Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella. Diet TBPN delivers the best moments from each episode in under 30 minutes.
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