TBPN

• Weekly Recap | Elon vs. Trump, Ukraine's Drone Attack, Cluely Update & OpenAI CRO

  (00:00) - Intro and Overview (02:57) - Ukraine’s drone attack on Russia (03:21) - Soren Monroe-Anderson (Neros) (09:02) - Connor Love (Lightspeed Ventures) (13:45) - Erik Prince (Off Leash) (15:20) - Elon Musk Vs. Donald Trump (21:44) - Delian Asparouhov (Varda) (32:48) - Cluely Update from dropout Roy Lee (46:52) - Kian Sadeghi (Nucleus) (01:00:12) - AI Day on TBPN (01:00:14) - Mark Chen (OpenAI) (01:28:49) - Sholto Douglas (Anthropic) 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://youtube.com/@technologybrotherspod?si=lpk53xTE9WBEcIjV

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  1:57:04
• Trump-Musk Fallout Recap, Circle IPO Post-Game with CEO | Dylan Patel, Jeremy Allaire, Kat Cole, Dana Settle, Anastasios Angelopoulos, Patrick Blumen, Blake Scholl

  (05:24) - Elon-Trump Crashout Recap (27:59) - Timeline (43:34) - Patrick Blumenthal. Patrick discusses his experiences at New York City Tech Week, highlighting the diverse range of industry events and sponsorships. He provides insights into Ukraine's recent military operations, emphasizing the strategic impact of targeting Russian airfields to degrade their nuclear triad and the challenges posed by Russia's porous borders. Blumenthal also shares his perspective on the evolving landscape of drone warfare, noting the rapid advancements and the complexities involved in counter-drone technologies. (01:00:05) - Jeremy Allaire, CEO and founder of Circle, has a background in building internet software platforms and infrastructure. He discusses his journey from founding Circle in 2013 with the vision of creating a protocol for digital dollars on the internet, to the company's recent successful IPO, which he views as a significant milestone for mainstream adoption of digital currency. Allaire emphasizes the importance of trust, transparency, and compliance in Circle's operations, highlighting the company's role as a market-neutral infrastructure platform that enables other institutions to build upon its technology. (01:20:35) - Anastasios Angelopoulos, a Ph.D. candidate at UC Berkeley, discusses Lumarina, an open platform for evaluating AI models through human preferences. Users can input prompts to compare responses from leading LLMs like Google's Gemini, OpenAI's ChatGPT, and Anthropic's Claude, voting on preferred outputs to generate leaderboards across various tasks. Angelopoulos highlights Lumarina's recent $100 million funding round, emphasizing its role in guiding AI development by capturing diverse human opinions. (01:32:49) - Dylan Patel, Chief Analyst at SemiAnalysis, is known for his sharp analysis of AI chips, compute infrastructure, and global supply chains. He explores the technical and political forces shaping AI—from OpenAI’s scaling bottlenecks and China’s industrial edge to the risks of centralization and the potential of decentralized, open-source alternatives. (02:32:23) - Dana Settle, co-founder and managing partner at Greycroft, discusses her extensive experience in venture capital since 1998, highlighting early investments in networking equipment and semiconductors. She emphasizes Greycroft's focus on AI infrastructure and applications, as well as their sustainability fund in partnership with companies like Coca-Cola, addressing the intersection of AI and energy consumption. Settle also shares insights into the evolving IPO landscape, citing the recent public offering of Mountain, a company Greycroft invested in back in 2011, and discusses the impact of celebrity partnerships, such as Ryan Reynolds' involvement with Mountain, on business growth. (02:48:28) - Kat Cole, CEO of AG1, has a rich background in the consumer industry, having previously served as President and COO at Focus Brands, overseeing brands like Cinnabon and Jamba. In the conversation, she discusses her journey from starting as a hostess at Hooters to leading global brands, emphasizing the importance of customer experience and operational excellence. Cole also highlights AG1's strategic growth, including expanding manufacturing to the U.S., investing in clinical trials, and entering retail partnerships like Costco, while maintaining a focus on product quality and customer trust. (03:15:33) - Blake Scholl, founder and CEO of Boom Supersonic, discusses the recent reversal of the 1973 ban on supersonic flight over land, highlighting that technological advancements now allow for supersonic travel without disruptive sonic booms reaching the ground. He explains that Boom's XB-1 demonstrator achieved supersonic flight without generating audible booms, paving the way for their Overture airliner to operate over land. Scholl also shares plans to build the first full-scale pre-production prototype of Overture next year, aiming to revolutionize air travel with faster, more efficient flights. (03:29:45) - 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://youtube.com/@technologybrotherspod?si=lpk53xTE9WBEcIjV

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  3:32:28
• Elon Musk vs. Donald Trump, AI Day | Shaun Maguire, Mark Chen, Sholto Douglas, Jack Whitaker, Aarush Selvan, Michael Mignano, Oliver Cameron, Delian Asparouhov

  (02:28:34) - Skip to Elon Musk vs. Donald Trump Reactions (17:15) - Shaun Maguire. Shaun is a partner at Sequoia Capital and discusses the resilience and innovation at X and XAI, highlighting the successful integration of Grok into X despite initial skepticism about the platform's stability. He compares the evolution of foundation models to operating systems, predicting a diverse ecosystem with both proprietary and open-source models, where open-source models may have broader deployment but less value capture. Maguire emphasizes the importance of early market capture and anticipates significant moats for foundation model companies due to hardware investments and application layer advantages. He also notes the rapid revenue scaling of companies like Starlink, surpassing previous benchmarks set by AWS, and underscores the necessity of a diversified energy strategy, advocating for increased natural gas, oil, solar, and nuclear energy to meet future demands. (31:55) - Jack Whitaker. Jack is an AI expert and entrepreneur with a PhD from Cambridge University, specializing in generative AI, large language models, and multimodal systems. In the conversation, he discusses the current landscape of AI development, highlighting OpenAI's dominance in both product distribution and research, and noting Anthropic's strong position among developers. He also touches on the challenges of model naming conventions, the role of data in AI advancements, and the varying strategies of companies like Google, X.ai, and Meta in the evolving AI ecosystem. (50:58) - Aarush Selvan. Aarush is a Product Manager at Google, leads the Gemini Deep Research project, which enables Gemini to act as a personal research assistant. In the conversation, he discusses the development of Deep Research, highlighting its ability to generate comprehensive reports by leveraging long context windows and reasoning models, and emphasizes the importance of balancing efficiency with the depth of information provided to users. (01:04:45) - Oliver Cameron. Oliver is the co-founder and CEO of Odyssey. He discusses his transition from leading self-driving car initiatives to pioneering AI-driven storytelling. He introduces Odyssey's latest innovation, "interactive video," an AI-generated medium that allows real-time interaction without traditional game engines, envisioning it as a new form of entertainment. Cameron highlights the potential of this technology to revolutionize content creation by enabling models to generate film and game-like experiences instantly, reducing production costs and time. (01:19:18) - Michael Mignano. Michael is a Partner at Lightspeed Venture Partners and co-founder of Anchor, and discusses the evolving dynamics between AI foundation labs and application layer startups, highlighting the shift from a symbiotic relationship to direct competition. He emphasizes the growing importance of unique data contexts, noting that models are increasingly seeking novel information, which prompts labs to compete directly with startups possessing such data. Mignano also suggests that this trend may drive startups back to established incumbents like Google and Amazon, as they might be perceived as more reliable partners in the AI ecosystem. (01:31:44) - Mark Chen. Mark is OpenAI's Chief Research Officer. He discusses the evolving landscape of AI research, emphasizing the shift from large-scale pre-training to enhanced reasoning capabilities. He highlights the importance of reinforcement learning (RL) in developing autonomous agents and the challenges of scaling RL effectively. Chen also addresses the significance of interpretability in AI systems, advocating for models that transparently convey their reasoning processes to ensure reliability and user trust. (02:00:59) - Sholto Douglas. Sholto is a researcher at Anthropic. He discusses the challenges and advancements in scaling reinforcement learning (RL) within artificial intelligence. He highlights the significant gains achieved by increasing compute resources in RL, noting that a tenfold increase still yields linear improvements. Douglas also addresses the complexities of reward hacking, emphasizing the need for careful guidance to align AI behaviors with human values. (02:28:34) - Breaking News: Elon Musk vs. Donald Trump (02:35:00) - Delian Asparouhov. Delian is the co-founder and president of Varda Space Industries and a partner at Founders Fund. He discusses the recent policy shifts in NASA's budget, particularly the reallocation of funds to the Space Launch System (SLS) program, which had been advocated for cancellation by figures like Jared Isaacman and Elon Musk. He highlights the immediate consequences of this decision, including SpaceX's announcement to decommission its Dragon spacecraft, leading to a lack of vehicles capable of servicing the International Space Station. Asparouhov also reflects on the unprecedented nature of the current dynamics between influential private sector leaders and the U.S. government, noting the escalating tensions and their potential impact on the future of space exploration. 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://youtube.com/@technologybrotherspod?si=lpk53xTE9WBEcIjV

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  3:14:06
• Deel–Rippling Update, Microsoft Bets on Agents | Shawn “swyx” Wang, Augustus Doricko, Brad Porter, Kian Sadeghi, Kathleen McMahon, Chungin “Roy” Lee

  (03:02) - Deel-Rippling Drama (09:58) - Microsoft Bets on Agents to Fuel AI Growth (30:43) - Snowflake Buying Crunchy Data for $250M (45:57) - Augustus Doricko. Augustus is the founder and CEO of Rainmaker, a California-based startup using drones and advanced modeling to modernize cloud seeding and address water scarcity in the American West. A former UC Berkeley physics student and Thiel Fellow, he previously co-founded Terra Seco, a company that automates groundwater compliance. Doricko integrates his Christian faith with a mission to "terraform" arid regions, aiming to revitalize agriculture and infrastructure through scalable weather modification. (01:00:46) - Brad Porter. Brad is the founder and CEO of Collaborative Robotics (Cobot), a startup building AI-powered collaborative robots designed to work safely and intuitively alongside humans in sectors like logistics, healthcare, and manufacturing. Before founding Cobot in 2022, Porter served as VP and Distinguished Engineer at Amazon Robotics, where he led the deployment of over 500,000 robots across global fulfillment centers. Cobot's first robot, Proxie, launched in late 2024 and is already in use by companies like Maersk, Mayo Clinic, and Moderna. (01:18:04) - Kian Sadeghi. Kian is the founder and CEO of Nucleus Genomics, a consumer health platform offering whole-genome sequencing and polygenic risk scores for over 800 conditions, aiming to make personalized medicine accessible to all. Motivated by a cousin's sudden death from a suspected genetic disorder, he left the University of Pennsylvania in 2020 to start Nucleus from his bedroom, later securing $32 million in funding from investors like Founders Fund and Seven Seven Six. In 2025, Nucleus launched a service analyzing embryos for disease and longevity risk, sparking ethical debates about the future of reproductive genetics. (01:32:03) - Kathleen McMahon. Kathleen is the Head of Life Sciences at Palantir Technologies, where she leads product strategy, customer operations, and business development for the pharmaceutical and biotech sectors. Under her leadership, Palantir's Foundry platform has been instrumental in supporting organizations such as the National Institutes of Health and the UK's National Health Service in areas including clinical research, vaccine distribution, and biomanufacturing. McMahon has also co-founded a stealth startup focused on AI and platform technologies. (01:48:06) - Chungin “Roy” Lee. Roy is the co-founder and CEO of Cluely, a San Francisco-based startup that offers an AI tool designed to assist users during tasks like job interviews, exams, and sales calls. Originally developed as "Interview Coder" while Lee was a student at Columbia University, the tool led to his suspension and eventual departure from the university. Despite the controversy, Cluely has raised $5.3 million in seed funding and reports over $3 million in annual recurring revenue. (02:09:59) - Shawn “swyx” Wang. Shawn is the founder of Smol.ai and editor of Latent Space, a newsletter and podcast exploring the rise of the AI engineer. After transitioning from a finance career, he led developer experience at AWS, Netlify, Temporal, and Airbyte, and authored The Coding Career Handbook to guide developers in career growth. Wang is known for his “Learn in Public” philosophy and for organizing the AI Engineer Summit, fostering a global community of applied AI practitioners. 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://youtube.com/@technologybrotherspod?si=lpk53xTE9WBEcIjV

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  2:58:28
• Coatue's Public Market Update, Wall Street Sounds the Alarm on U.S. Debt, Nvidia's Business Booms, and Nike Returns to Amazon | Doug Philippone, Divyansh Kaushik, Aaron Ginn

  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://youtube.com/@technologybrotherspod?si=lpk53xTE9WBEcIjV(01:55) - Coatue's Public Market Update (46:23) - Wall Street Sounding the Alarm on U.S. Debt (57:57) - Nvidia's Business is Booming (01:18:25) - Nike Returns to Amazon (01:29:14) - Doug Philippone. Doug Philippone is the co-founder and General Partner of Snowpoint Ventures, a venture capital firm established in 2021 that invests in dual-use technologies for defense and government applications. He previously served as Head of Global Defense at Palantir Technologies from 2008 to 2024, where he expanded the company's defense business to support over 19 allied nations. A former U.S. Army Ranger, Philippone completed six deployments and was awarded multiple commendations, including three Bronze Stars with two for valor (02:02:26) - Divyansh Kaushik. Dr. Divyansh Kaushik is Vice President at Beacon Global Strategies, where he advises on AI, semiconductors, biotech, and data security to bolster U.S. national security and technological competitiveness. Previously, he served as Associate Director for Emerging Technologies and National Security at the Federation of American Scientists, contributing to AI R&D policy, tech standards, and STEM immigration reform. Kaushik holds a Ph.D. from Carnegie Mellon University, where his research on robust machine learning models earned him accolades from Amazon and the Siebel Foundation. (02:17:51) - Aaron Ginn. Aaron Ginn is the co-founder and CEO of Hydra Host, a platform that simplifies access to GPU infrastructure by enabling data centers to offer bare-metal compute on demand. Previously, he led growth product management at Everlane and StumbleUpon, and co-founded the Lincoln Network, a tech policy think tank. Ginn also serves on the board of the Foundation for American Innovation, focusing on the intersection of technology and national security.

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  3:11:49

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