TBPN

(00:21) - Sora 2 Launch Reactions (13:13) - Tony Xu, CEO and co-founder of DoorDash, discusses the company's recent innovations, including the 'Going Out' feature for in-restaurant dining, Dash Smart Fulfillment Services enabling one-hour delivery for retailers without physical stores, and the autonomous delivery vehicle 'DoorDash Dot.' He emphasizes the importance of continuous improvement and in...

(01:27) - Meta AI App Community Reactions (19:45) - 𝕏 Timeline Reactions (35:22) - Stargate Project Reactions (40:33) - Claude Sonnet 4.5 Reactions (43:54) - Mike Krieger, co-founder and former CTO of Instagram, is now the Chief Product Officer at Anthropic, an AI company based in San Francisco. In the conversation, he discusses the evolution of AI models, emphasizing the importance of balancing e...

(02:11) - Meta AI Vibes Reactions (45:21) - ChatGPT Pulse Reactions (01:12:00) - 𝕏 Timeline Reactions (01:35:06) - Friend OOH Campaign Reactions (01:46:28) - 𝕏 Timeline Reactions (01:52:26) - Roon, an anonymous and influential online poster, discusses the transformative impact of AI tools like Codex and Claude code on software development, emphasizing their potential to significantly enhance produ...

(00:28) - OpenAI Plans to Bring Ads to ChatGPT (25:45) - OpenAI's Trillion-Dollar Buildout (42:57) - 𝕏 Timeline Reactions (01:30:31) - Delian Asparouhov, a Bulgarian-born entrepreneur and investor, is a principal at Founders Fund and co-founder of Varda Space Industries. In the conversation, he discusses the challenges and strategies of transferring industrial processes, like semiconductor manufac...

(00:11) - Peter Thiel Gets Apocalyptic (13:55) - The Myth of AI Millions (49:20) - 𝕏 Timeline Reactions (54:34) - Bret Taylor, co-founder of Sierra and chairman of OpenAI's board, discusses how Sierra's AI agents are transforming customer service by autonomously handling tasks like answering calls and managing complex processes, thereby reducing costs and enhancing customer experiences. He emphasi...

(01:18) - NVIDIA Invests $100B in OpenAI (33:51) - 𝕏 Timeline Reactions (50:53) - Edward Woodford, co-founder and CEO of Zero Hash, discusses the company's recent $104 million Series D2 funding round led by Interactive Brokers, with participation from Morgan Stanley, SoFi, and Apollo Global Management, elevating Zero Hash to unicorn status. He highlights the significance of these strategic investo...

(01:21) - Inside ChatGPT’s Everyday Uses (35:28) - 𝕏 Timeline Reactions (58:21) - John Shahidi is an Iranian-American entrepreneur and content/media executive based in Newport Beach, California. He co-founded Shots Studios (formerly Rock Software / RockLive) with his brother Sam Shahidi, originally doing mobile games and celebrity apps before shifting into talent management, content production, an...

(01:21) - xAI Unveils Colossus 2 Datacenter (30:20) - Pippa Lamb, a partner at Sweet Capital, discusses the recent U.S. state visit to the UK, highlighting significant tech investments from companies like Microsoft, Google, and Nvidia, and emphasizing the UK's ambition to become an AI superpower. She also provides insights into Prime Minister Keir Starmer's leadership, noting his pragmatic approac...

(00:30) - Meta Connect Reactions (05:25) - The Timeline Reacts to Meta Connect (40:13) - 𝕏 Timeline Reactions (47:51) - Louis Mosley, head of Palantir's UK and European operations, discusses the company's first billion-dollar deal outside the U.S. with the UK Ministry of Defense, marking a significant milestone. He highlights Palantir's $2 billion investment in the UK over the next five years, inc...

(00:00) - Live from Meta Connect (01:26:51) - Chris Cox, Meta's Chief Product Officer, leads the development of core applications like Facebook, Instagram, WhatsApp, Messenger, and Threads, as well as overseeing the company's AI and privacy initiatives. (01:38:16) - Adam Mosseri, the Head of Instagram, discusses the platform's evolution from simple square photos to incorporating videos, stories, a...

(00:30) - TBPN in the WSJ (21:13) - "Daddy is very much home" says Elon (01:29:33) - Ishan Mukherjee, co-founder of Pixie Labs and former Senior Vice President of Growth at New Relic, discusses the launch of Rocks2GA, achieving $25 million in revenue, and securing major clients like Saudi Aramco. He highlights their focus on delivering ROI within 90 days through agent-based pricing and full-servic...

(00:42) - Google Gemini Strikes Back (01:59) - TBPN in the WSJ (04:31) - Google Gemini's Comeback Breakdown (36:15) - China Hits NVIDIA on Antitrust (41:42) - Bill Bishop, an entrepreneur and former media executive, is the author of the Sinocism China Newsletter, which provides expert insights into Chinese politics and economics. In the conversation, he discusses China's antitrust investigation in...

(00:00) - Intro (00:03) - Declining AI Adoption (16:03) - YC Demo Day (36:53) - Peter Tuchman (Einstein of Wall Street) (45:45) - Apple Debuts iPhone 17 (01:08:39) - How to think about the $300B OpenAI-Oracle 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...

(00:20) - Timeline Reactions (02:39) - OpenAI & Microsoft's For-Profit Restructure (19:07) - Anthropic CEO Weighs in on Future of AI (22:35) - GPT-5 Data Analysis (25:04) - Timeline Reactions (01:00:34) - AI Startup Founder's Winning Formula (01:31:41) - Timeline Reactions (01:40:02) - WSJ Mansion Section (01:56:10) - Timeline Reactions TBPN.com is made possible by:  Ramp - https://ramp.com Fi...

(04:11) - Apple Unveils iPhone 17 Lineup (40:36) - OpenAI & Oracle Strike $300B Cloud Pact (52:44) - Timeline Reactions (01:12:51) - Josh Machiz, recently appointed as Chief Marketing Officer at Lightspeed Venture Partners, brings a wealth of experience from his previous roles as Partner at Redpoint Ventures and Chief Digital Officer at Nasdaq. In his conversation, he discusses his excitement...

(00:00) - Peter Tuchman, known as the "Einstein of Wall Street" for his distinctive appearance and animated presence, is a veteran stock trader on the New York Stock Exchange (NYSE) floor. In a recent conversation, he recounted his collaboration with streamer IShowSpeed, where he introduced the young audience to investing by highlighting that many products they use daily are from publicly traded c...

(00:00) - Nate Bosshard, founder of Offline Ventures and co-founder of Tonal, has a background in marketing leadership at companies like GoPro and The North Face. In the conversation, he reflects on his early entrepreneurial ventures, such as selling used records on eBay, and discusses the evolution of Y Combinator's Demo Day to a quarterly event. He also highlights Andrew Dudum of Hims & Hers...

(00:25) - AI Adoption Trending Down for Large Companies (17:57) - OpenAI Backs AI Animated Feature Film (21:31) - Avi Schiffmann, the creator of the AI companion device "Friend," discusses the product's extensive billboard advertising campaign and addresses criticism from a Wired article titled "I Hate My Friend," suggesting that the journalists' negative experiences may reflect their own biases....

(00:00) - Intro (00:05) - Cracks Emerge in Meta's Scale AI Bet (14:19) - Alex Karp (Palantir CEO) (36:57) - USA vs. Google (01:04:37) - Big Numbers: $610M for Browser Company, $1B in ARR at Ramp, $600B in Meta CAPEX, $1T for Tesla's Pay Package 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:...

(01:34) - Timeline (13:35) - Trump's Tech Dinner (22:19) - Tesla's $1T Pay Package (36:25) - OpenAI Mass Producing Chips with Broadcom (45:26) - Ellen in the Mansion Section (53:23) - Joe Weisenthal, born September 2, 1980, in Detroit, Michigan, is an American journalist and financial expert. He serves as the executive editor of news for Bloomberg's digital brands, co-anchors Bloomberg Television'...

(10:15) - Alex Karp, co-founder and CEO of Palantir Technologies, discusses the company's significant growth, highlighting a 93% increase in U.S. operations and a 94% Rule of 40 score, attributing success to their unique approach of charging clients based on value creation. He emphasizes the importance of aligning software costs with the value delivered, contrasting Palantir's model with tradition...

(01:08) - Google Stock Soars After Antitrust Ruling (22:23) - United States vs. Google White Board Breakdown (32:52) - Ben Thompson Sees Strategic Victory for Google (46:31) - Leadership Turmoil Hits Nestlé (51:33) - Timeline Reactions (01:11:18) - TBPN City Tier List (01:16:47) - Timeline Reactions (01:55:48) - Aparna Chennapragada, Microsoft's Chief Product Officer for AI at Work, has a rich bac...

(00:35) - Cracks Form in Meta's Acquisition of Scale AI (23:40) - Tesla's Master Plan 4 (36:08) - Ken Griffin Builds Next-Gen Financial Powerhouse (01:07:45) - Advanced AI Blows Up Startup Bills (01:20:36) - Podcast Gold Rush Rocks Media Industry (01:26:54) - Timeline Reactions (01:37:08) - Andrea Hernández, founder of Snaxshot, discusses the evolution of non-alcoholic beverages, noting the initia...

(00:00) - Intro (00:04) - Intel's Tricky Dance with Trump (50:05) - Taylor Swift Engaged (54:37) - Dr. Drew (Board Certified Internist) (01:25:11) - SpaceX Launch Reactions (01:33:53) - The Labubu Craze 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://wan...

(00:35) - The Labubu Craze (10:41) - History of Pop Mart w/ Intern Tyler (24:34) - The Economics of Pop Mart (32:09) - Tim Cook on the Future of Apple in 2016 (43:34) - Timeline Reactions (01:05:17) - Breaking News: xAI Sues Ex-Engineer (01:14:31) - SpaceX Launch Reactions (01:17:48) - Timeline Reactions (01:46:43) - Mansion Section Catch Up (01:59:18) - Max Levchin, a Ukrainian-American software...