TBPN - podcast cover

TBPN

John Coogan & Jordi Haystbpn.com
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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Episodes

NVIDIA Chip Export Debate with Aaron Ginn, Apple Building a Robotic Siri | Delian Asparouhov, Jen Bucci, Ben Kennedy, Jessica Wu, Parag Agrawal, Eric Simons, Matt George

(08:42) - NVIDIA Chip Export Debate w/ Aaron Ginn. Aaron Ginn is a technology entrepreneur and policy analyst known for his insights into artificial intelligence (AI) and U.S.-China relations. In the conversation, he critiques the notion that restricting Chinese access to Nvidia's AI hardware will hinder China's AI progress, suggesting it may instead accelerate their development of domestic alternatives. He also discusses the inefficacy of U.S. export controls, emphasizing that such measures mig...

Aug 14, 20253 hr 2 minEp. 188

OpenAI Prepares ChatGPT for Ad Driven Era, The AI Paradigm Shift | Keith Rabois, Alfred Lin, Keith Sakata, M.D., Talia Goldberg, Dave Girouard, Kylan Gibbs, Sam Jones, Zach Pogrob

(01:19) - Timeline in Turmoil (09:43) - OpenAI Prepares ChatGPT for Ad Driven Era (32:49) - The AI Paradigm Shift (36:29) - Keith Rabois, an American technology executive and investor, has held significant roles at PayPal, LinkedIn, and Square, and co-founded Opendoor. In the conversation, he discusses the competitive threat OpenAI's ChatGPT poses to Google's search business, emphasizing that consumers are shifting from traditional searches to AI-driven prompts, which could undermine Google's ad...

Aug 13, 20253 hr 32 minEp. 187

Timeline in Turmoil: Elon Clashes with Altman, Perplexity Offers $34.5B for Chrome, Apple in Elon's Crosshairs | David Risher, James Cadwallader, Devin Bhushan, Demi Guo, Eugenia Kuyda, Alex Danco, Isaiah Taylor

(00:08) - Timeline in Turmoil (10:45) - Elon Demands App Store Antitrust Action (17:33) - Musk Threatens Apple Lawsuit (26:17) - Perplexity Offers $34.5B for Google Chrome (43:47) - NVIDIA Buys Back into China Markets (01:03:14) - David Senra Call In (01:17:42) - UFC Moves From PPV to Paramount Streaming (01:31:52) - Timeline (01:45:47) - Demi Guo, co-founder and CEO of Pika, discusses the company's focus on developing an AI video generation app designed for everyday users to create expressive a...

Aug 12, 20253 hr 26 minEp. 186

Trump's Deal with NVIDIA, Genie 3 AI Paintings, Intern GPT-5 Test, AI Hedge Funds | Peter Harrell, Aaron Ginn, John Maslin

(00:17) - Timeline (05:04) - Intern Reviews GPT-5 (20:02) - Google Deepmind's Genie 3 Reactions (40:10) - Timeline (53:39) - Billions Flow into AI-Focused Hedge Funds (01:06:24) - Trump Demands 15% Revenue Tax From AI (01:13:01) - Lip-Bu Tan Headed to The White House (01:29:38) - Peter Harrell, a non-resident fellow at the Carnegie Endowment for International Peace and former White House official, discusses the evolution of U.S. semiconductor export controls aimed at limiting China's access to a...

Aug 11, 20252 hr 57 minEp. 185

Weekly Recap: GPT-5, Apple Sitting on $100B, Disney Enters The AI Race, Marc Andreessen

(00:00) - Intro (00:04) - Microsoft Cloud Outpaces AI (23:08) - Disney’s AI Dilemma (37:18) - What Apple Should Do with $100B Share Buyback (49:37) - Howard Stern Canceled After Decades On Air (53:51) - OpenAI Releases Open Source Model (01:05:45) - Marc Andreessen (a16z) (01:41:13) - AI Model Whiteboard Breakdown (01:57:19) - GPT-5 Review Ft. Rahul Sonwalkar (Julius AI) TBPN.com is made possible by: Ramp - https://ramp.com Figma - https://figma.com Vanta - https://vanta.com Linear - https://lin...

Aug 09, 20252 hr 26 minEp. 184

GPT-5 Hot Takes, Rahul Live from The Ultradome, Doug From SemiAnalysis, Timeline Reactions | Doug O’Laughlin, Rahul Sonwalkar, Mitchell Green, Ben Schleuniger, Merrill Lutsky

(00:10) - Rahul Sonwalkar Live in the Ultradome. Rahul Sonwalkar, founder and CEO of Julius AI, transitioned from his viral "Rahul Ligma" persona to leading an AI data analysis platform that has attracted over 2 million users. In the transcript, he discusses the challenges and solutions in AI code generation, emphasizing the importance of accuracy and reliability in building AI-native products. He also highlights the significance of user-focused problem-solving and community engagement in differ...

Aug 08, 20253 hr 20 minEp. 183

OpenAI Day: GPT-5 Unveiled | Mark Chen, Greg Brockman, Sarah Friar, Max Schwarzer, Brad Lightcap & More

(01:18) - AI Model Whiteboard Breakdown (26:23) - Mark Chen, Chief Research Officer at OpenAI, discusses the recent launch of GPT-5, emphasizing its enhanced reasoning capabilities and seamless integration of various AI models to improve user experience. He highlights the model's ability to perform complex tasks more efficiently, reducing the need for users to choose between different model versions. Chen also touches on the importance of personalization and memory in AI, aiming to make interact...

Aug 07, 20254 hr 11 minEp. 182

Marc Andreessen on M&A, AI Ads & His Advice for Young VCs, Shopify's Harley Post-Earnings, Google's Genie 3 Potential & More | Marc Andreessen, Harley Finkelstein, Anton Osika, Thomas Dohmke, Alex Jacobson, Nicolas Kopp

(01:41) - Timeline (04:28) - How Serious is Google's Genie 3 Model? (22:42) - The 5-Level Framework for Robotics (40:35) - Cerebras Proves it Can Actually Work (48:36) - Timeline (01:26:53) - Marc Andreessen is an American entrepreneur, software engineer, and venture capitalist. He is best known as the co-creator of Mosaic, the first widely used web browser, and co-founder of Netscape Communications. Andreessen later co-founded the influential venture capital firm Andreessen Horowitz (a16z), whi...

Aug 06, 20253 hr 23 minEp. 181

Apple Unleashes $100B Buyback, Palantir Crushes Earnings, OpenAI's New Open Source Model | Alex Albert, Scott Kupor, Kyle Harrison, Brielle Terry, Sean Henry, Andi Duro, Gabe Pereyra, Kareem Amin

(00:31) - Timeline (02:06) - What Apple Should Do with $100B Share Buyback (22:29) - Palantir Blows Past Earnings Expectations (34:57) - OpenAI Releases Open Source Model (50:25) - Google Deepmind Genie 3 Reactions (56:01) - Timeline (01:02:02) - Jet Blue First Class Review (01:07:58) - Timeline (01:30:23) - ElevenMusic Reactions (01:32:07) - Timeline (01:36:26) - WSJ: Flying Private is #1 Sign of Wealth (01:43:40) - Timeline (01:46:47) - Alex Albert, Head of Developer Relations at Anthropic, di...

Aug 05, 20253 hr 23 minEp. 180

Microsoft Cloud Outpaces AI, Disney’s AI Dilemma | Samir Chaudry, Dan Wright, Flo Crivello, David Tuttle, Will Ahmed, Aneesh Dhawan

(03:34) - Microsoft Cloud Outpaces AI (33:41) - AI Coming For Consultants (01:03:35) - Disney’s AI Dilemma (01:17:52) - Timeline (01:42:09) - Dan Wright, Co-Founder and CEO of Armada, discusses the company's mission to build hyperscale data centers for edge computing, targeting the 70% of the world lacking AI infrastructure. He highlights their work with critical industries like energy, mining, and defense, emphasizing the deployment of mobile, full-stack AI data centers that can rapidly utilize...

Aug 04, 20253 hr 27 minEp. 179

Weekly Recap: Figma’s IPO, Ramp Reaches $22.5B, Gwyneth Paltrow Saves Astronomer, Top AI Researchers Ranked

(00:00) - Intro (00:03) - Gwyneth Paltrow Saves Astronomer (19:25) - The Metis List of Top AI Researchers (24:16) - Eric Glyman (Ramp) (50:31) - Figma IPO (01:03:58) - Andrew Reed (Sequoia Capital) (01:18:43) - Timeline Reactions To Figma IPO TBPN.com is made possible by: Ramp - https://ramp.com Figma - https://figma.com Vanta - https://vanta.com Linear - https://linear.app Eight Sleep - https://eightsleep.com/tbpn Wander - https://wander.com/tbpn Public - https://public.com AdQuick - https://ad...

Aug 03, 20251 hr 22 minEp. 178

Figma IPO Recap, TBPN Market Recap, Ray Dalio Steps Down From Bridgewater, Coinbase Earnings Update, Reviewing The Mansion Section

(00:17) - Figma IPO Recap (03:28) - TBPN Market Recap (27:14) - Ray Dalio Steps Down From Bridgewater (34:52) - Coinbase Earnings Update (40:57) - Figma IPO Timeline Reactions (01:03:04) - Reviewing The Mansion Section TBPN.com is made possible by: Ramp - https://ramp.com Figma - https://figma.com Vanta - https://vanta.com Linear - https://linear.app Eight Sleep - https://eightsleep.com/tbpn Wander - https://wander.com/tbpn Public - https://public.com AdQuick - https://adquick.com Bezel - https:...

Aug 01, 20251 hr 15 minEp. 177

LIVE FROM NYSE FOR $FIG | Dylan Field, Lynn Martin, Kris Rasmussen, Andrew Reed, Danny Rimer, Mamoon Hamid

(38:35) - Andrew Reed, a partner at Sequoia Capital, reflects on Figma's journey from its early days to its successful IPO. He highlights the company's meticulous attention to detail, evident in their product development and the recent New York Stock Exchange debut. Reed also discusses the evolving role of creative technologists and the impact of AI on organizational design, emphasizing the importance of adaptability and innovation in the tech industry. (53:25) - Kris Rasmussen, CTO at Figma, di...

Jul 31, 20251 hr 59 minEp. 176

LIVE FROM NEW YORK: Ramp's Valuation Reaches $22.5B, Figma Going Public, The Personal Superintelligence Debate | Eric Glyman, Avi Schiffmann

(00:34) - Zuck and Personal Superintelligence (32:00) - Figma Going Public (45:40) - Eric Glyman, co-founder and CEO of Ramp, a financial operations platform, announced a $500 million Series E-2 funding round, elevating the company's valuation to $22.5 billion. He discussed the rapid growth of Ramp, highlighting the launch of autonomous AI agents designed to streamline financial processes and the company's commitment to saving customers time and money. Glyman emphasized the importance of integra...

Jul 30, 20251 hr 48 minEp. 175

The Metis List of Top AI Researchers, High Schoolers Beat AI At Math Olympiad, Apple Might Ditch Camera Bump, GPT-5 Rumors Heating Up | Ryan Petersen, Ty Haney, Antonio García Martínez, Ian Webster, Ori Eldarov, Aaron Tan

(00:24) - The Metis List of Top AI Researchers (06:19) - High-Schoolers Beat Top AI Models (34:47) - New iPhone Spotted in the Wild (45:18) - GPT-5 Might Arrive Next Week (50:14) - Ryan Petersen, founder and CEO of Flexport, discusses the company's acquisition of Convoy's technology in November 2023, its subsequent revitalization, and the recent sale of the enhanced platform to DAT Freight & Analytics. He emphasizes the strategic decision to transform Convoy's assets into a neutral digital f...

Jul 29, 20252 hr 19 minEp. 174

Astronomer Makes a Comeback, Massive Data Leak at Tea, AI-Powered Ads Spark Controversy | Anton Troynikov, Rahul Sonwalkar, Nico Christie

(00:21) - Astronomer Makes a Comeback (20:20) - Massive Data Leak at Tea (59:38) - AI Powered Ads Sparks Controversy (01:23:12) - Trump Wins the Hulkmania Tariffs Brawl (01:28:24) - Anton Troynikov, co-founder of Chroma, a company specializing in AI-native open-source embedding databases, discusses the phenomenon of "LLM psychosis," where individuals experience mental health issues after extensive interactions with large language models. He highlights that while these models are designed to gene...

Jul 28, 20252 hr 57 minEp. 173

Weekly Recap: Casey Neistat, OpenAI Cracks Math, The Future of ChatGPT, Apple x F1, Intel Layoffs

(00:00) - Intro (00:04) - OpenAI Achieves IMO Gold (26:07) - OpenAI Product Roadmap (53:20) - Apple Goes Full Throttle on F1 (01:07:36) - Google Doubles Down on Cloud AI (01:31:36) - Intel Lays Off 15% of Workers (01:48:24) - Casey Neistat (ModRetro) TBPN.com is made possible by: Ramp - https://ramp.com Figma - https://figma.com Vanta - https://vanta.com Linear - https://linear.app Eight Sleep - https://eightsleep.com/tbpn Wander - https://wander.com/tbpn Public - https://public.com AdQuick - ht...

Jul 26, 20252 hr 21 minEp. 172

Intel Lays Off 15% of Workers, Trump's $550B Japan Investment, Hulk Hogan's Legacy | Live TBPN Taste Test with Saif Khawaja

(00:30) - Intel Lays Off 15% of Workers (17:45) - Timeline (25:42) - Trump's $550B Japan Investment (39:41) - Timeline (42:45) - Hulk Hogan's Legacy (01:00:57) - Bay Area Gets Tesla Robotaxis (01:08:27) - LVMH Lobbies for U.S. Trade Deal (01:21:57) - Timeline (01:34:13) - Vitamin Shoppe Owner Lists Hamptons Mansion (01:39:41) - Timeline (01:50:48) - Sam Altman on Theo Von Reactions (01:59:09) - Timeline (02:13:37) - Live in the TBPN Ultradome: Saif Khawaja, founder and CEO of Shinkei Systems, di...

Jul 25, 20252 hr 27 minEp. 171

Google Doubles Down on Cloud AI, Hulk Hogan Passes Away at 71, Hill and Valley Forum Reactions | Casey Neistat, Chris Samra, Zak Kukoff, Vineeta Agarwala, Micky Malka, Alex Hawkinson

(00:14) - Timeline (05:16) - Google Doubles Down on Cloud AI (38:10) - Hulk Hogan Passes Away at 71 (49:49) - Timeline (57:44) - Zak Kukoff is a venture capitalist with over a decade of experience in the technology and venture capital sectors, focusing on early-stage investments and entrepreneurship. He currently serves as the Chair of the Tech and Venture Practice at Lewis-Burke Associates LLC and is a Non-Resident Senior Fellow at the Foundation for American Innovation. ([lewis-burke.com]( [th...

Jul 24, 20253 hr 29 minEp. 170

Apple Goes Full Throttle on F1, Meme Stocks Make a Comeback, Amazon's New Wearable AI Device | Christina Cacioppo, Deena Shakir, Davide Asnaghi, Ylan Richard

(01:34) - Apple Goes Full Throttle on F1 (18:43) - Meme Stocks Are Back (37:27) - Amazon's New Wearable AI Device (56:53) - Timeline (01:19:54) - Christina Cacioppo is the founder and CEO of Vanta, a trust management platform that automates security and compliance processes for businesses. She discusses Vanta's recent $150 million Series D funding round, which increased the company's valuation to $4.15 billion, and highlights the platform's expansion into AI-driven features like questionnaire au...

Jul 23, 20252 hr 43 minEp. 169

OpenAI's New CEO of Applications Shares Optimistic Memo, Stargate Hits Early Struggles, P&G Pays Unilever $10M in Spying Case | Anatoly Yakovenko, Aaron Levie, Neil Parikh & Daniel Cahn, Jan Sramek, Nathaniel Manning, Chris Andrew

(00:26) - OpenAI Product Roadmap (35:47) - OpenAI to Pay Oracle $30B Per Year (39:41) - Stargate Hits Early Struggles (46:53) - Musk Allies to Raise $12B for xAI (56:23) - Intern Cam Live from Tesla Diner (01:05:50) - Anatoly Yakovenko, co-founder and CEO of Solana Labs, discusses the inception and evolution of Solana, emphasizing its design for high-performance and scalability to support global financial systems. He highlights the network's ability to process more transactions than all major bl...

Jul 22, 20253 hr 6 minEp. 168

OpenAI and Gemini Achieve IMO Gold, CBS Cancels Colbert's Late Night, McLaren's Mansour Ojjeh Collection | Chris Black, Chris Buskirk, Turner Caldwell, Jamin Ball, Harper Carroll, Nikita Singareddy

(00:45) - OpenAI Achieves IMO Gold (37:38) - Timeline (50:29) - CBS Cancels Colbert's Late Night (01:10:57) - McLaren's Mansour Ojjeh Collection (01:24:49) - Timeline (01:29:04) - Chris Black is a New York-based writer, producer, and editor, known for his creative consultancy, Done to Death Projects, and as co-host of the podcast "How Long Gone." In the conversation, he discusses his 2015 advice book "I Know You Think You Know It All," his upcoming memoir slated for 2026, and the evolving landsc...

Jul 21, 20253 hr 19 minEp. 167

Weekly Recap: CEO Affair at Coldplay Concert, Elon Musk's AI Girlfriend, Cognition Acquires Windsurf

(00:00) - Intro (00:03) - Astronomer CEO Affair at Coldplay Concert (11:11) - The Steelman for Grok's Vulgar Anime Mode (29:31) - Cognition Acquires Windsurf (01:20:14) - Jeff Wang (Windsurf) & Scott Wu (Cognition) (01:32:19) - Windsurf Chaos Aftermath Breakdown (01:41:27) - Martin Shkreli (DL Software) TBPN.com is made possible by: Ramp - https://ramp.com Figma - https://figma.com Vanta - https://vanta.com Linear - https://linear.app Eight Sleep - https://eightsleep.com/tbpn Wander - https:...

Jul 19, 20252 hr 33 minEp. 166

Surprise Visit From Martin Shkreli, Range Rover Launches New Logo, Timeline Reactions | Martin Shkreli, Joe Weisenthal, Joseph Krause, Nirav Tolia, Mike Knoop, Kyle Samani

(01:19) - Timeline (20:53) - Range Rover Launches New Logo (29:07) - Martin Shkreli. Martin is an American entrepreneur and former pharmaceutical executive known for his work in biotechnology and hedge fund management. He co-founded the hedge funds Elea Capital, MSMB Capital Management, and the biopharmaceutical companies Retrophin and Turing Pharmaceuticals. Shkreli gained national attention during his tenure at Turing, and later faced legal issues related to securities fraud, for which he was ...

Jul 18, 20253 hr 18 minEp. 165

Astronomer CEO Affair at Coldplay Concert, JUUL Approved by the FDA, Is AI Causing Historic Crashouts? | Chris Power, Jeremie Eliahou, Chris Best, Alex Mashrabov, Jesse Pollak, Billy Thalheimer, Jonathan Mortensen, Douwe Kiela & More

(00:09) - Astronomer CEO Affair at Coldplay Concert (11:31) - New Tesla Model Y L Breakdown (16:18) - JUUL Approved by the FDA (01:02:49) - Is AI Causing Historic Crashouts? (01:29:16) - Chris Power, founder and CEO of Hadrian, discusses the company's recent $260 million funding round led by Founders Fund and Lux Capital, which will support the expansion of their manufacturing capabilities, including a new 270,000-square-foot facility in Mesa, Arizona, and the launch of a "factories-as-a-service...

Jul 17, 20253 hr 54 minEp. 164

The Steelman for Grok's Vulgar Anime Mode, AWS Launches Competitor to Browserbase, What AI Product Will Zuck Launch Next? | Delian Asparouhov, Lucas Swisher, Ravi Gupta, Adam Warmoth, Misha Laskin

(01:01) - The Steelman for Grok's Vulgar Anime Mode (20:50) - AWS Launches Competitor to Browserbase (31:16) - Timeline (31:49) - What AI Product will Zuck Launch Next? (01:01:21) - Delian Asparouhov. Delian is a Partner at Founders Fund and the Co-founder & President of Varda Space Industries, which is building the first commercial manufacturing facility in space. He previously worked at Khosla Ventures and studied at MIT. He’s known for his focus on frontier tech, national defense, and aer...

Jul 16, 20253 hr 7 minEp. 163

Windsurf Chaos Aftermath, NVIDIA Back in China, Richard Mille Deep Dive, Apple Buying $500M in Rare Earth Magnets | Zak Kukoff, Brian Venturo, Tyler Cowen, Austin Hughes, Kris Fredrickson, Dick Lucas

(00:27) - Windsurf Chaos Aftermath Breakdown (15:17) - Dwarkesh Patel Article Breakdown (27:17) - NVIDIA Back in China After Trump Meeting (30:20) - Zak Kukoff, a recurring guest on the show, discusses the U.S. government's recent decision to allow Nvidia to resume exports of its H20 AI chips to China, following previous restrictions that had significantly impacted Nvidia's revenue. He highlights the strategic implications of this move, noting that while it represents a substantial economic win ...

Jul 15, 20253 hr 18 minEp. 162

Windsurf's Wild Weekend, SpaceX Invests $2B into xAI, Zuck's AI Data Supercluster | Jeff Huber, Scott Wu & Jeff Wang, Carl Pei, Garrett McCurrach

(00:36) - Windsurf's Wild Weekend (04:50) - Cognition to Acquire Windsurf (13:06) - Timeline Reactions to Windsurf Deal Collapse (26:43) - Windsurf Timeline of Events Breakdown (57:40) - Zuck's New AI Data Supercluster (01:10:53) - Space X Invests $2B into xAI (01:19:39) - Casey Neistat Joins ModRetro (01:21:10) - Timeline (01:30:01) - Jeff Huber, a seasoned technology executive and entrepreneur, has held pivotal roles such as Senior Vice President at Google, where he led the development of Goog...

Jul 14, 20252 hr 59 minEp. 161

Weekly Recap: Grok 4 Launch, Texas Floods, Web Browser War, Top Signals, Meta Smart Glasses

(00:00) - Intro (00:03) - Texas Floods Controversy (03:39) - Augustus Doricko (Rainmaker) (31:04) - Top Signals (01:05:09) - Grok Goes Out of Control (01:14:49) - Grok 4 Launch Breakdown (01:48:06) - Ben Thomson (Stratechery) (02:27:59) - Meta Doubles Down on Smart Glasses (02:35:21) - OpenAI to release Web Browser TBPN.com is made possible by: Ramp - https://ramp.com Figma - https://figma.com Vanta - https://vanta.com Linear - https://linear.app Eight Sleep - https://eightsleep.com/tbpn Wander ...

Jul 12, 20252 hr 47 minEp. 160

Top Signals, How Shaun Maguire & Augustus Navigated Backlash, Comet Review, VW Electric Bus Flops | Farbood Nivi, Sean Frank

(01:48) - Market Top Signals Timeline Reaction (34:26) - Timeline (37:58) - Perplexity Browser Review (45:19) - Timeline (53:33) - How Shaun Maguire & Augustus Doricko Navigated Backlash (01:08:42) - California Ranch on Sale for $50M (01:29:17) - Volkswagen Electric Bus Flops (01:38:01) - Farbood Nivi, an entrepreneur and health enthusiast, discusses his journey through various biohacking experiments, including gene therapy and peptide use, and emphasizes the importance of establishing consi...

Jul 11, 20252 hr 45 minEp. 159
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