TBPN

(04:30) - The "Pacing AI" Debate

(27:51) - Nico Wittenborn discusses his journey from growing up in Germany and selling refurbished iPhones to founding Adjacent, a solo-GP venture firm. He shares his investment strategy across consumer subscriptions, AI, hardware, and European technology, highlighting investments such as Speechify, Oura, Revolut, and Bending Spoons.

(01:00:18) - Scott Keogh, CEO of Scout Motors and an automotive industry veteran, discusses reviving the iconic American SUV brand as a modern manufacturer of rugged electric vehicles. He outlines Scout’s U.S. manufacturing expansion, direct-to-consumer sales and service strategy, and plans to deliver durable, driver-focused SUVs and trucks beginning in 2028.

(01:32:21) - Mitchell Green, founder and managing partner of Lead Edge Capital, discusses the resilience of enterprise software, AI-driven disruption, and the importance of strong balance sheets for continued innovation. He also explores America’s accelerating wealth creation, booming luxury-asset markets, AI regulation and cybersecurity risks, and opportunities to acquire mature, overcapitalized technology companies.

(02:00:00) - David Rosenthal discusses how he and Ben Gilbert research companies for "Acquired", focusing on Home Depot’s extraordinary growth and status as the best-performing U.S. public stock since its 1981 IPO. He highlights its scale, employee ownership culture, professional customer base, e-commerce strategy, and resilience through leadership challenges and changing retail trends.

(02:31:32) - Faraj Aalaei discusses his four decades in semiconductors and his role as founder and CEO of Cognichip, following two successful semiconductor startups. He explains how Cognichip’s specialized AI aims to dramatically reduce chip development time, cost, and risk by automating routine engineering tasks and enabling designers to focus on innovation.

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: 
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

(01:54) - Washington on AI Risk

(23:07) - 𝕏 Timeline Reactions

(34:23) - Fruitfly Hard Takeoff

(41:07) - Thijs Simonian discusses his exploratory robotics work as an OpenAI intern, including connecting Codex to an inexpensive, open-source robotic arm that can plan, paint, monitor its progress, and improve through iteration. He highlights the potential for affordable robots to handle everyday tasks such as sorting mail or cooking, while noting current limitations in speed, cost, image processing, and safety.

(55:31) - Alex Heath & Guy Oseary. Alex Heath discusses his transition from veteran technology journalist and Sources podcast host to venture investor at Sound Ventures. He explains how years of interviewing leading founders sharpened his instinct for evaluating companies and outlines his continued plans for insightful podcasts and newsletters covering technology, AI agents, and entrepreneurship. Guy Oseary is a music executive, talent manager, and technology investor who manages Madonna and the Red Hot Chili Peppers and previously managed U2. He is also a co-founder and general partner of Sound Ventures, the venture firm he started with Ashton Kutcher, and previously served as chairman of Maverick Records, where he helped build a label that sold more than 100 million albums.

(01:27:29) - Mitesh Agarwal discusses Positron AI’s development of memory-focused inference chips designed to offer scalable, cost-efficient alternatives within Nvidia’s ecosystem. He covers rapid semiconductor development, strong demand from hyperscalers and AI labs, manufacturing and deployment challenges, and the importance of open-source software and customer-specific optimization.

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) - The Future of AI

(10:57) - AI Safety Takes Over the Timeline

(12:48) - Spoon = Bent (Again)

(17:54) - iPhone Duo Reactions

(24:17) - Garry Tan discusses Y Combinator’s growing focus on hard tech and how AI enables small teams to build ambitious hardware, software, defense, and gaming companies with fewer resources. The Y Combinator CEO predicts AI-native startups will outcompete established firms through agentic workflows while emphasizing practical cybersecurity solutions over speculative AI-safety debates.

(43:56) - Om Buddhdev, co-founder and CEO of Olam Labs, discusses building realistic reinforcement-learning environments and training data to evaluate AI behaviors such as deception, collaboration, and negotiation. He highlights data and compute as key bottlenecks to AI progress, explains Olam Labs’ benchmark-driven business model, and expresses cautious optimism amid growing AI safety concerns.

(52:55) - Karen Serfaty discusses Agent Card, a payments platform that enables AI agents to use consumers’ existing credit cards safely. He explains how its Vault and purchase API help personal-assistant companies securely store cards, navigate merchant websites, and complete online purchases despite anti-bot barriers.

(01:00:16) - Antonio Li discusses Nori Robots’ affordable, San Francisco-built humanoid robot, designed for developers and capable of handling most household tasks through LLM-powered controls. He highlights its $1,688 price, simple claw-based design, potential applications in homes and service industries, and plans to scale production to 400 robots per month.

(01:09:02) - Edward Ge discusses founding Exosat, a Singapore-based company developing sovereign satellite infrastructure as an alternative to U.S. and Chinese networks. He outlines plans for an 11,000-satellite constellation, globally flexible supply chains and launch providers, and serving countries seeking greater technological independence.

(01:15:15) - Alfredo Gonzalez discusses Omanta, an AI-powered personal research lab that helps patients and clinicians analyze genomic data, understand tumor biology, and identify potentially overlooked therapies. He explains that inadequate healthcare data infrastructure is a major barrier to AI progress and shares that Omanta has reached $319,000 in monthly recurring revenue while serving more than 150 patients.

(01:20:20) - 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