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John Coogan & Jordi Hays
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  • OpenAI Responds to Meta Offers, Meta's Secret List, Apple Scores Big With 'F1' | Will Brown, Will O'Brien, Kylie Robison, Joshua Meier, John Glasgow, Tom Lee
    (01:28:55) - Will Brown discusses Meta's recent aggressive recruitment of top AI talent, including former OpenAI researchers, to bolster its AI capabilities. He highlights Meta's strategic investments, such as the $14.3 billion stake in Scale AI, and the formation of the 'Superintelligence' team led by Alexandr Wang, aiming to advance artificial general intelligence (AGI). Brown also touches on the competitive landscape, noting Meta's substantial financial incentives to attract leading AI researchers and the broader implications for the AI industry. (01:59:25) - Will O'Brien, co-founder of Ulysses Ecosystem Engineering, discusses his company's development of autonomous surface and underwater vehicles designed to perform critical ocean tasks, such as seagrass restoration, at a fraction of the traditional cost. He explains how these vehicles can autonomously plant seagrass seeds, significantly accelerating restoration efforts compared to manual methods. O'Brien also highlights the broader applications of their technology, including maritime security and infrastructure projects, emphasizing the need for affordable, scalable solutions to address various challenges in ocean operations. (02:21:13) - Kylie Robison is a senior correspondent at WIRED, covering the business of artificial intelligence; she previously reported for The Verge, Fortune, and Business Insider. In the conversation, she discusses her recent reporting on OpenAI's decision not to release a research paper defining AGI, allegedly due to concerns over its Microsoft partnership, and the tension surrounding Meta's recruitment of OpenAI researchers, including a memo from OpenAI executive Mark Chen accusing Meta of "robbing our home." (02:31:32) - Joshua Meier, a leader in AI-driven drug discovery, discusses Chai Discovery's new foundation model, Chi2, which significantly improves antibody sequence generation, achieving success rates of up to 20%, thereby reducing the need for extensive lab testing. He highlights the potential of Chi2 to expedite drug development and enable the creation of novel therapies, emphasizing the importance of agility in the rapidly evolving biotech landscape. Meier also envisions a future where AI models can design personalized medicines, though he acknowledges the challenges in predicting the pace of technological advancements. (02:40:09) - John Glasgow, CEO and Founder of Campfire, discusses his journey from experiencing the limitations of legacy ERP systems firsthand to founding Campfire, an AI-native ERP platform designed to modernize finance and accounting processes. He highlights the company's recent $35 million Series A funding led by Accel, emphasizing plans to enhance product development and expand market reach. Glasgow also elaborates on Campfire's innovative use of AI to automate tasks, improve financial insights, and streamline operations for businesses of various sizes. (02:51:37) - 02:55:35 Tom Lee, founder of Fundstrat and Chief Investment Officer of Fundstrat Capital, has been appointed Chairman of BitMine Immersion Technologies. In this role, he discusses BitMine's $250 million private placement aimed at adopting Ethereum (ETH) as its primary treasury reserve asset, highlighting the strategic importance of Ethereum's ecosystem, particularly in relation to the growth of stablecoins. Lee emphasizes that this move positions BitMine to leverage Ethereum's protocol-level activities, such as staking and decentralized finance mechanisms, to enhance the company's treasury operations. TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive
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  • Weekly Recap: Tesla Robotaxi, Mr. Beast's AI Tool, Yacine, The Social Network 2, Neuralink Update
    (00:03) - Tesla Robotaxi (08:55) - The Social Network 2 In Development (13:05) - Yacine (Former Software Engineer at X) (41:47) - Iran Launches Attack on US Base in Qatar (45:28) - Mike Gallagher (Palantir) (01:16:24) - Hims & Hers Stock Crash (01:26:55) - Crémieux (Writer) (01:43:51) - Potential Shell-BP Deal Shakes Markets (02:00:22) - FedEx Founder Dies at 80 (02:10:41) - Mr. Beast's AI Tool Drama (02:17:26) - DJ Seo (Neuralink Co-founder) TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.comFin - https://fin.ai/Follow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive
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    2:49:47
  • S&P 500 at Historic Highs, Neuralink Update | DJ Seo, Tejpaul Bhatia, Tomasz Tunguz, Kendrick Nguyen, Kirsten Green
    (04:10) - S&P 500 at Historic Highs (07:36) - Timeline (14:10) - Paris Hilton Buys Mark Wahlberg's Mega Mansion After Losing Malibu Home (17:15) - Mr. Beast Backs Down After AI Thumbnail Drama (26:45) - DJ Seo, a founding member and implant engineer at Neuralink, discusses the company's progress in developing brain-computer interfaces, highlighting that their technology has already positively impacted seven human participants. He outlines the next milestones, including scaling the technology to thousands, eventually millions, of users and expanding functionalities beyond movement to speech, vision, and inner thoughts. Additionally, he emphasizes Neuralink's ultimate goal of understanding and unlocking the mysteries of the human mind. (01:01:06) - Tejpaul Bhatia, CEO of Axiom Space, brings over 25 years of experience in startups and strategic leadership, including roles at Google and as a founder of three investor-backed startups. In the conversation, he discusses Axiom's plans to build the world's first commercial space station, the potential of orbital data centers, and the commercialization of microgravity research and manufacturing. He emphasizes the importance of reducing costs and increasing accessibility to space, drawing parallels to the evolution of cloud computing and its impact on startups. (01:28:02) - Tomasz Tunguz, founder and general partner of Theory Ventures, discusses his firm's focus on concentrated investments in early-stage AI and blockchain companies, emphasizing a thesis-driven approach to identify technological discontinuities that provide go-to-market advantages. He highlights the importance of building a venture firm that thrives in varying capital market environments by maintaining a small portfolio and dedicating significant resources to support each company through market fluctuations. Additionally, Tunguz explores the evolving landscape of AI, noting the shift from structured to unstructured data and the potential for AI to transform industries by automating tasks and enhancing productivity. (02:02:18) - Kendrick Nguyen, co-founder and CEO of Republic, a platform democratizing private investments, discusses the launch of a token providing performance benchmarked to SpaceX. This initiative aims to fractionalize assets, allowing everyday investors to gain exposure to companies like SpaceX without direct ownership. Nguyen emphasizes that this financial product is an obligation of Republic, ensuring investors receive comparable economic returns upon a liquidity event, while acknowledging potential controversies and the evolving legal framework surrounding such innovations. (02:15:24) - Kirsten Green, founder and managing partner of Forerunner Ventures, discusses the rapid evolution of consumer AI, emphasizing the importance of building products that resonate with users amidst the swift advancements in technology. She highlights the necessity for startups to carve out unique spaces that large companies may overlook, focusing on specialized areas requiring dedicated attention and expertise. Green also underscores the significance of being first to market, noting that early movers can establish strong positions by leveraging new technologies to create compelling consumer experiences. (02:42:35) - Timeline TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive
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  • Meta Poaches OpenAI Researchers, Murati's Plans to Take on OpenAI, NATO Takeaways | Mike Gallagher, Pippa Lamb, Dan Shipper, Eliano Younes
    (02:28) - The Social Network 2 Sneak Peak (06:27) - Meta Poaches OpenAI Researchers (29:28) - Murati's Plans to Take on OpenAI (31:18) - Pippa Lamb is a partner at Sweet Capital, an early-stage tech fund established by the founders of King.com following their $5.9 billion sale to Activision Blizzard in 2015. In the conversation, she discusses the recent increase in European defense spending, highlighting the UK's commitment to allocate up to 5% of its GDP to defense by 2035, and the potential opportunities this presents for both established defense companies and emerging startups in the sector. (01:00:34) - Timeline (01:10:07) - Dan Shipper, co-founder of Every, a writer-focused media company, discusses the public launch of Quora, an AI-powered email assistant designed to streamline email management by filtering messages, drafting responses, and providing concise summaries. Priced at $15 per month, Quora aims to reduce the time users spend on email by automating routine tasks and prioritizing important communications. Shipper emphasizes the challenges incumbents face in integrating AI into existing platforms and highlights the advantages startups have in leveraging new technologies to innovate user experiences. (01:23:45) - Eliano Younes, Palantir's Strategic Engagement Lead, discusses the successful relaunch of the company's merchandise store, emphasizing its commitment to American manufacturing and the overwhelming demand that led to rapid sellouts. He highlights the store's evolution, noting the shift to U.S.-made products and plans for unique, limited-edition items. Younes also mentions the significant traffic from international markets like South Korea and the store's role in strengthening the Palantir community. (01:32:19) - Mike Gallagher, Head of Defense at Palantir Technologies, discusses his transition from military service and Congress to the private sector, emphasizing his commitment to national security and preventing global conflicts. He highlights Palantir's partnership with The Nuclear Company to develop an AI-driven Nuclear Operating System (NOS) aimed at streamlining nuclear reactor construction, reducing costs, and enhancing energy security. Gallagher underscores the strategic importance of this collaboration in maintaining U.S. leadership in nuclear technology amid global competition.
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    2:09:23
  • Mamdani Election, Shell in Talks to Acquire Rival BP | David Senra, Yancey Strickler, Joe Weisenthal, Alex Atallah, Michael Moriarty, Nikunj Kothari, Alex Kehr
    (02:31) - Timeline (02:35) - Mamdani Timeline Reactions (41:43) - Shell in Talks to Aquire Rival BP (55:29) - David Senra is the creator and host of the "Founders" podcast, where he delves into the lives and careers of history's most influential entrepreneurs. Each week, he reads a biography of a notable founder and extracts lessons that listeners can apply to their own ventures. Senra's passion for reading and entrepreneurship has led him to consume over 300 books on the subject, which he discusses in his episodes. In addition to his podcast, Senra has been featured in various interviews and discussions, sharing insights on topics like the importance of storytelling in communication, the value of authenticity in podcasting, and the significance of learning from historical figures. He emphasizes the power of distilling complex concepts into clear ideas and believes in the importance of practice and repetition to enhance clarity of thought and speech. Senra's work has garnered attention for its depth and dedication to understanding the minds of successful entrepreneurs, making his podcast a valuable resource for those interested in business and leadership. (01:23:29) - Yancey Strickler, co-founder and former CEO of Kickstarter, began his career as a music journalist before pioneering the crowdfunding platform that has raised over $4 billion for creative projects. In the conversation, he reflects on Kickstarter's early days, highlighting musician Allison Weiss's 2009 campaign as a pivotal moment that shaped modern crowdfunding practices. Strickler also discusses the evolution of the internet and the creator economy, emphasizing the shift towards creators having greater control over production and distribution, and the challenges and opportunities this presents. (01:56:00) - Joe Weisenthal is an American journalist and financial expert. He serves as the executive editor of news for Bloomberg's digital brands, co-anchors the television show "What’d You Miss?", and co-hosts the "Odd Lots" podcast. In the conversation, Weisenthal discusses the recent political landscape in New York City, focusing on Zoran Mamdani's mayoral victory, the role of prediction markets in gauging political outcomes, and the potential impact of autonomous vehicles on urban planning. (02:27:53) - Alex Atallah, co-founder of OpenSea, now leads OpenRouter, a platform that optimizes language model usage by routing traffic to the best GPU hosts based on user preferences. In the conversation, he discusses OpenRouter's role as a control plane for language models, enabling users to access various models with optimal performance and uptime. He also highlights the challenges in the AI landscape, such as the fragmentation of model availability across different cloud providers, and emphasizes OpenRouter's efforts to streamline access to these models. (02:40:15) - Michael Moriarty, co-founder of Orca, an energy water company, discusses the challenges and successes of launching their product, emphasizing the innovative clear can packaging that differentiates them in the market. He highlights the difficulties faced in manufacturing the clear cans, which took two years and multiple factories to perfect, as well as the viral marketing strategies employed, such as a nine-minute launch video featuring Corbin Bleu listing road signs. Moriarty also touches on their rapid growth since launching on Amazon in March, the ongoing fundraising efforts, and plans for retail expansion in Southern California. (02:48:22) - Timeline (02:52:21) - NVIDIA Launches Cloud AI Playground (02:54:16) - Nikunj Kothari, a seasoned entrepreneur and investor, has spent over a decade building startups across various sectors, including logistics, networking hardware, and real estate. He recently joined FPV Ventures, a generalist venture capital fund co-founded by Wesley Chan and Pegah Ebrahimi, which closed a $525 million fund focusing on diverse industries from biotech to consumer fintech. In the conversation, Kothari discusses the shift of value to the application layer as large AI models stabilize, emphasizing the importance of unique data and efficiency in building impactful AI applications. (03:10:47) - Alex Kehr, CEO of Superlocal, discusses the development of Superlocal—a personalized map application that automatically logs users' locations to provide tailored recommendations—and its recent acquisition by Foursquare. He explains that Superlocal combines features reminiscent of Google Maps and Foursquare, offering automatic place mapping, check-ins, and persona building based on user preferences. Kehr expresses enthusiasm for the acquisition, noting that it allows Superlocal to continue its operations without the constant concern of financial instability. TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive
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Technology's daily show (formerly the Technology Brothers Podcast). Streaming live on X and YouTube from 12 - 3 PM PST Monday - Friday. Available on X, Apple, Spotify, and YouTube.
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