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

(00:52) - Third Party Evaluators

(14:00) - Fed Hikes Rates

(18:47) - Zuck Pushes Back On AI Slowdown

(37:44) - Kalshi's AI Compute Market Closed

(49:45) - Jeremy Allaire discusses Circle’s launch of Arc, a blockchain-based economic operating system designed for payments, capital markets, and trusted AI-agent transactions. The Circle co-founder, chairman, and CEO also explains how stablecoins such as USDC could reduce payment costs and expand global financial access, while addressing evolving U.S. cryptocurrency regulation.

(58:29) - Timeline Reactions

(01:05:21) - Tomasz Tunguz, founder and general partner at Theory Ventures, discusses AI regulation, liability, inference infrastructure, open-source models, and investment opportunities across the AI stack. He also examines soaring valuations for AI companies, agent economics and monetization, software acquisitions, and venture capital liquidity.

(01:26:39) - William Layden discusses how Roon’s modular AI data centers convert surplus utility-scale solar power into computing capacity. He explains the technology’s rapid deployment, potential applications for wind and other renewable sources, and his belief that solar energy will power the future of computing.

(01:35:25) - Justin Beroz, founder and CEO of Rainco, is a mechanical engineer and theoretical physicist developing mathematical tools to solve turbulence. Justin Beroz discusses the practical limits of the Navier–Stokes breakthrough, AI-generated proofs, and Rainco’s plans to commercialize more reliable fluid-simulation software and eventually turbulence-control hardware.

(01:47:30) - Eli Wachs, founder of Footprint, discusses building an AI operating system that helps financial institutions detect, investigate, and prevent financial crime. He explains how Footprint uses AI agents, extensive data access, and case memory to investigate every transaction, counter increasingly sophisticated criminal networks, and reduce the multitrillion-dollar global impact of fraud.

(01:58:31) - Sean McCarthy discusses his role as co-founder and CEO of Back Ops, an AI-native platform that automates supply-chain back-office operations. He explains how the company reduces operating costs, improves claims approval rates, integrates with systems ranging from spreadsheets to mainframes, and plans to use its $42 million Series B to expand across retail, manufacturing, and pharmaceuticals.

(02:05:52) - Tom Mueller discusses Impulse Space’s $808 million Series D financing, its Mira and Helios spacecraft, and growing opportunities in orbital transportation and government launch programs. The founder and CEO also reflects on SpaceX’s engineering culture, AI adoption, spacecraft reliability, and the challenges of hiring experienced aerospace and software talent.

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

(01:10) - High Interest Rate Phenomenon

(17:46) - WSJ Opinion: 'The People Get a Vote on AI Safety'

(30:00) - Timeline Reactions

(51:45) - Driscoll's China Bet Backfires

(57:47) - Jim VandeHei, co-founder and CEO of Axios, discusses his book *Simplify*, which presents a system for increasing productivity by focusing on high-value work and eliminating or automating unnecessary tasks. He also explores AI’s potential to streamline business operations, expand media distribution, augment employees, and create new opportunities without replacing essential human creativity, leadership, and judgment.

(01:15:00) - Steve Menneto, president and CEO of Malibu Boats, discusses the company’s nine-brand portfolio, global expansion, vertical integration, and nearly $1 billion in revenue. He also covers boating-market trends, premium consumer demand, electric and autonomous technologies, skilled-labor needs, defense opportunities, and the customer purchasing journey.

(01:30:00) - Matthew Wilson discusses Jack and Jill, an AI-assisted hiring platform where he serves as co-founder and CEO. He explains how its agents connect professionals with suitable jobs and companies with qualified candidates, reducing the noise created by AI-generated applications and recruitment outreach, and notes that the company has raised $40 million.

(01:39:25) - Rune Kvist, an entrepreneur focused on frontier AI risk, discusses his company’s $40 million Series A and its work developing AI safety standards, audits, and insurance. He explains how liability frameworks and insurer-led oversight could align incentives, improve trust, and enable continued AI innovation while managing catastrophic risks.

(01:48:59) - Tyler Bahl, a marketing executive at Activision, discusses his career journey and work bringing Call of Duty: Modern Warfare 4 to market. He explains the franchise’s marketing strategy, gameplay evolution, creator partnerships, AI use, esports, and efforts to serve its broad community.

(02:23:03) - Stephen Colbert and Josh Kline discuss his passion for "The Lord of the Rings" and their work developing Scripto, a collaborative production platform designed to improve communication and efficiency across entertainment teams. The comedian, writer, and television host also reflects on sustainable creative processes, expresses optimism about filmmaking, and encourages aspiring creators to stop waiting for permission and make their own work.

(02:44:58) - James Cadwallader discusses Profound’s $180 million funding round and its rapid adoption among major global brands. He explains how Profound helps marketers understand and improve their visibility across AI platforms, create content for AI agents, and manage advertising, with the broader goal of becoming the leading AI marketing company.

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