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TBPN

John Coogan & Jordi Hays
TBPN
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  • Meta Oakleys, Golden Retriever Maxing, Suits in Airports | John Jumper, Christian Garrett, Aaron Frank, Joseph Cass
    (04:18) - Timeline Reactions (27:43) - John Jumper, an American computational biologist and senior staff research scientist at DeepMind, is renowned for leading the development of AlphaFold, an AI system that predicts protein structures from amino acid sequences. In the conversation, he discusses how AlphaFold has revolutionized the field by transforming a process that traditionally took years and significant resources into one that can be completed in minutes, thereby accelerating scientific research and applications in drug development and understanding biological processes. He also highlights the challenges faced during AlphaFold's development, including initial misconceptions about the problem's nature and the necessity of adopting a data-driven, supervised learning approach to achieve success. (01:00:07) - Christian Garrett, a partner at 137 Ventures, discussed the challenges facing $1 to $10 billion horizontal software companies, noting their vulnerability to commoditization and the impact of AI on growth. He emphasized the importance of sustainable competitive advantages and multi-product strategies for long-term success. Garrett also highlighted the trend of high-growth private companies remaining private longer, creating a new category of semi-liquid assets with significant implications for venture capital and liquidity dynamics. (01:34:06) - Aaron Frank, a Venture Partner at Lightspeed Venture Partners, co-founded Final, Inc., a credit card company acquired by Goldman Sachs in 2018, which became the foundation for the Apple Card. In the conversation, he discusses the evolution of fintech, highlighting the challenges of building financial products, the impact of stablecoins on the financial system, and the role of AI in enhancing fintech services. (02:02:50) - Joseph Cass, Senior Director of Market Outreach for EMEA at S&P Global Ratings, discusses his role in engaging with major buy-side investors and how he initiated the "Leaders" podcast to facilitate conversations with senior figures in finance. He shares experiences from interviews with notable financiers like Ken Griffin and Ray Dalio, highlighting their insights and personal stories. Additionally, Cass touches on the evolving focus of investors from ESG considerations to broader sustainability topics. (02:19:29) - Timeline Reactions 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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  • Chime Climbs, Tech Titans Join Army Reserve, Meta Buys 49% of Scale AI | Joshua Steinman, Bernt Børnich, John Doyle, Emily Sundberg, Lennart Heim
    (02:47) - Joshua Steinman, founder of Galvanick, discusses the recent Israeli airstrikes on Iran's nuclear and military facilities, highlighting the precision of modern targeting technologies and the deployment of next-generation asymmetric capabilities. He notes the significant impact on Iran's military leadership and infrastructure, emphasizing the strategic implications of such operations. Steinman also reflects on the historical context of Iran-Israel relations, tracing the shift from pre-1979 alliances to the current adversarial stance, and underscores the potential for further escalation given Iran's history of targeting U.S. interests and the presence of Iranian assets capable of asymmetric attacks. (55:51) - Bernt Bornich, CEO of 1X Technologies, discusses his lifelong passion for robotics, leading to the development of NEO, a humanoid robot designed to safely and affordably assist with everyday tasks in home environments. He emphasizes the importance of deploying robots in diverse, real-world settings to gather the necessary data for creating truly intelligent machines, highlighting that the variability of home environments provides the rich data needed for advanced AI learning. Bornich also addresses the challenges of scaling humanoid robot production, noting that while 1X has vertically integrated its manufacturing to maintain flexibility, sourcing materials like copper and aluminum in the U.S. presents logistical and cost challenges compared to China. (01:12:19) - John Doyle, founder and CEO of Cape, a privacy-first mobile network, discusses the critical vulnerabilities in global cellular networks, emphasizing their complete lack of security and the ease with which malicious actors can exploit them. He highlights the strategic decisions by China to infiltrate global telecom infrastructure through subsidized Huawei equipment, contrasting it with U.S. carriers' outsourcing practices that have led to significant security gaps. Doyle explains that Cape addresses these issues by owning all the software that runs the network, allowing for enhanced security without the need to build physical infrastructure. (01:25:54) - Emily Sundberg is a New York-based writer and director, best known for her daily business and internet culture newsletter, "Feed Me." In the conversation, she discusses her experience at Apple's WWDC, noting the enthusiasm of developers for the announced updates, and highlights the evolving fashion trends among attendees. She also shares insights into the competitive landscape of Substack, emphasizing the importance of quality content and active reader engagement for success. (01:47:01) - Lennart Heim, a researcher at the Centre for the Governance of AI, focuses on the role of computational resources in AI development and governance. He discusses the impact of China's DeepSeek model on the AI landscape, highlighting its open-source nature and cost-effectiveness, which have raised concerns about potential biases and security risks in widely accessible models. Heim also emphasizes the importance of compute governance in AI regulation, suggesting that controlling access to advanced computational resources could serve as a mechanism to enforce safety standards and prevent misuse of powerful AI systems. 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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  • Air India Crash, Internet Chaos | Delian Asparouhov, Saif Khawaja, Henri Stern, Chris Paik, Joseph Cohen, Zachary Perret, Shirin Ghaffary, Cameron McCord, Anil Varanasi, Shreyas Iyer
    (41:42) - Delian Asparouhov, a Bulgarian entrepreneur and investor, is a partner at Founders Fund and co-founder of Varda Space Industries, focusing on in-space manufacturing. In the conversation, he discusses the critical role of effective pilot communication in preventing aviation accidents, highlighting that miscommunication has been a significant factor in crashes over the past decades. He emphasizes the need for practical training scenarios that encourage co-pilots to assertively address safety concerns, advocating for role-playing exercises to improve cockpit communication and enhance overall flight safety. (59:30) - Saif Khawaja, founder and CEO of Shinkei Systems, discusses his journey from a solo founder to leading a company that recently secured a $22 million Series A funding round co-led by Founders Fund and Lagos Capital. He explains how Shinkei's robotic system, Poseidon, utilizes machine learning and traditional Japanese fish harvesting techniques to enhance fish quality and sustainability, offering fishermen the machines for free and purchasing the processed fish at a premium. Khawaja also highlights the company's rapid growth, including expanding distribution to major U.S. cities and supplying over 40 Michelin-starred restaurants. (01:14:39) - Henri Stern, co-founder of Privy, discusses the company's mission to simplify user onboarding and wallet management in Web3 applications by providing developers with tools for seamless integration. He highlights Privy's role in enabling diverse platforms—from neobanks to trading platforms—to offer embedded wallets, enhancing user experience and accessibility. Stern also emphasizes the growing interest from major fintech companies in integrating stablecoins and crypto functionalities, underscoring the accelerating convergence of traditional finance and cryptocurrency. (01:28:32) - Chris Paik, a venture capitalist and author of "The End of Software," discusses how advancements in large language models (LLMs) are dramatically reducing the cost of software development by automating code generation, thereby challenging traditional software business models. He draws parallels to the media industry's transformation, where user-generated content platforms disrupted established media companies, suggesting that software companies may face similar upheavals as AI democratizes software creation. Paik emphasizes that creativity and agency will become the scarce resources in this new landscape, as execution becomes commoditized. (01:57:48) - Joseph Cohen, co-founder and CEO of Infinite Machine, discusses the launch of their second product, Alto, a Class 2 electric bike designed from the ground up to reach 25 mph in bike lanes, featuring convertible pedals, seating for two, and internet connectivity. He emphasizes the importance of adhering to legal definitions of bicycles to avoid the complexities associated with motor vehicle regulations, highlighting that Alto's design ensures it doesn't require registration, insurance, or a license plate. Cohen also outlines the company's direct-to-consumer strategy, including opening a 13,000-square-foot retail space in New York City, and expresses a vision for a post-car future with smaller, smarter urban vehicles. (02:14:08) - Zachary Perret, co-founder and CEO of Plaid, a leading financial technology company, discusses the launch of "Protect," an advanced anti-fraud product unveiled at Plaid's annual customer conference. "Protect" analyzes data across the Plaid network to identify and prevent fraudulent activities, addressing the evolving challenges in financial fraud, which is increasing by approximately 25% annually. Perret emphasizes the importance of combining cutting-edge tools with consumer education to effectively combat fraud in the financial sector. (02:36:07) - Shirin Ghaffary is an AI reporter at Bloomberg News, covering the global impact and inner workings of major tech companies. In the conversation, she discusses Anthropic's strategic approach to balancing its commitment to AI safety with business growth, highlighting the company's deliberate partnerships with multiple hyperscalers and its proactive measures to address potential risks in AI development. (02:53:47) - Cameron McCord, co-founder and CEO of Nominal, a company specializing in validating mission-critical systems, discusses the recent $75 million Series B funding led by Sequoia, with Alfred Lin joining Nominal's board, and additional investments from Lightspeed Venture Partners, General Catalyst, Lux, and Founders Fund. He outlines plans to use the funding to expand into larger enterprises, enhance product development, and grow internationally, emphasizing the importance of increasing test cadence and throughput to accelerate development timelines for customers. McCord also highlights the flexibility of Nominal's products, including a cloud-based core product and a desktop application built on Unreal Engine, designed to meet diverse customer needs in both connected and air-gapped environments. (03:07:23) - Anil Varanasi, CEO of Meter, a networking company, discusses their recent $170 million funding round aimed at enhancing hardware and scaling operations. He highlights the company's unique approach of offering networking infrastructure as a service, eliminating capital expenditures for customers and integrating hardware, software, and deployment. Varanasi also emphasizes the diverse customer base, including tech firms, manufacturing facilities, and educational institutions, underscoring the critical role of networking across various sectors. (03:21:49) - Shreyas Iyer, co-founder of Anti Metal, discusses the company's recent $20 million funding round led by Sound Ventures, with participation from notable investors like Buckley Naval and Arash Ferdowsi. He explains Anti Metal's mission to simplify infrastructure management by automating deployment and maintenance processes, addressing the bottleneck that has shifted from coding to operations. Iyer also highlights the challenges companies face with AI integration, such as monitoring and evaluating nascent AI tools, and emphasizes the importance of understanding organizational practices to tailor solutions effectively. 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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  • Live @ YC Demo Day | Garry Tan, Delian Asparouhov, Matteo Franceschetti & Many More
    Today's show was recorded live on location at Y Combinator Demo Day and is made up of short interviews with a variety of batch founders and investors in attendance. Back to regular programming tomorrow!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(00:45) - Garry Tan, CEO of Y Combinator (16:34) - Kaizen (22:17) - StarSling (28:28) - Jazzberry (35:07) - Cotool (41:29) - Clado (48:50) - Outset (01:00:11) - Operative (01:10:02) - Matteo Franceschetti, Founder & CEO of Eight Sleep (01:17:52) - throxy (01:24:56) - Morphik (01:30:41) - Clidey (01:34:29) - Cua (01:43:26) - Delian Asparouhov, Co-Founder of Varda (01:53:37) - Dave Munichiello, Managing Partner at GV (02:07:41) - Andrew Lee, Partner at a16z (02:20:13) - Chonkie (02:24:30) - Godela (02:29:55) - Den (02:35:57) - Eloquent AI (02:40:18) - YouLearn (02:46:49) - Blaxel (02:50:55) - Waffle (02:55:21) - VibeGrade (03:01:54) - Avallon AI (03:04:07) - text.ai (03:10:25) - ValueMate (03:14:04) - Bloom (03:19:26) - MorphoAI (03:24:06) - Prism AI (03:26:36) - Clarm (03:28:30) - Cactus (03:30:27) - Lumari (03:32:15) - Third Chair (03:34:19) - QFEX (03:36:01) - Minerva (03:37:26) - Sim Studio
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  • Apple's iOS 26 Review, Meta to Pay $15B for Scale AI Stake | Andrew Huberman, Scott Belsky, Sai Senthilkumar, Karri Saarinen, Roy Bahat, Alex Israel
    (02:52) - WWDC Recap (15:17) - Apple's Retreat to its Core Competency (22:45) - Apple's iOS 26 Draws Mixed Reviews (52:58) - Meta to Pay Nearly $15B For Scale AI Stake (01:00:17) - Sai Senthilkumar, a Partner at Redpoint Ventures, focuses on growth-stage investments in enterprise software and AI, and leads the firm's InfraRed initiative, which introduced the first publicly traded index of cloud infrastructure businesses. In the conversation, he discusses the rapid advancements in AI, particularly in developer tools, highlighting companies like Cursor and Anthropic that are transforming software development through AI-powered coding solutions. He also addresses the evolving competitive dynamics between established infrastructure providers and emerging startups, emphasizing the significant opportunities for innovation in the AI-driven infrastructure market. (01:36:58) - CNBC's Disrupter 50 List Reactions (01:44:55) - Karri Saarinen, co-founder and CEO of Linear, a project management software company, discusses the company's recent $82 million Series C funding round led by Accel, valuing Linear at $1.25 billion. He highlights the company's efficient growth, noting a 280% profit increase over the past year and a customer base exceeding 15,000, including prominent AI firms like OpenAI. Saarinen emphasizes Linear's focus on streamlined solutions tailored to software development workflows, contrasting with competitors' more customizable but often overwhelming platforms. (02:01:27) - Scott Belsky, an entrepreneur and author, co-founded Behance, a leading online platform for creative professionals, and served as Adobe's Chief Product Officer and Chief Strategy Officer. In the conversation, Belsky discusses the evolving role of AI in creativity, emphasizing the importance of human elements like taste and storytelling to infuse soul into AI-generated content. He also explores the concept of collective memory within enterprises, highlighting how AI's growing contextual understanding can enhance collaboration and knowledge retention. (02:32:49) - Roy Bahat, head of Bloomberg Beta, discusses the firm's recent $75 million fundraise, emphasizing their continued focus on early-stage investments in startups that are shaping the future of work. He highlights the firm's commitment to transparency, noting that their operating manual and deal documents are publicly accessible to help founders understand their processes. Bahat also touches on the firm's relationship with Bloomberg L.P., clarifying that while Bloomberg is the sole investor, Bloomberg Beta operates independently without strategic investment directives. (02:47:24) - Alex Israel, co-founder and CEO of Metropolis Technologies, discusses the company's innovative approach to revolutionizing the parking industry through artificial intelligence and strategic acquisitions. Facing initial resistance from property developers, Metropolis shifted its strategy to a "growth buyout" model, acquiring traditional parking operators to integrate AI-driven, seamless payment systems. This approach has positioned Metropolis as the largest parking operator in North America, with plans to expand its technology to other sectors like gas stations and retail, while also preparing for the future impact of autonomous vehicles on urban infrastructure. (02:59:24) - Andrew Huberman is a neuroscientist and Stanford professor known for his work on brain function, behavior, and wellness, and he hosts the Huberman Lab podcast, where he translates scientific insights into practical health advice. Huberman addresses concerns about proposed NIH funding cuts of 40%, emphasizing the critical role of both basic and applied research, and discusses strategies for rebuilding public trust in science after the COVID-19 pandemic. He advocates restructuring research funding to prioritize impactful, collaborative, and discovery-driven science, highlighting how significant breakthroughs such as GLP-1 treatments and brain-machine interfaces arise from fundamental research. 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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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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