TBPN

Our favorite moments from today's show, in under 30 minutes.  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://getbezel.com  Numeral - https://www.numeralhq.com Poly...

(00:36) - SpaceX IPO (29:55) - Oracle Slides (43:16) - Disney x OpenAI (55:38) - Dylan Byers, a founding partner and senior correspondent at Puck, covers the media industry, including business and gossip. He discusses the media's tendency toward self-obsession, highlighting how minor gossip can overshadow significant industry events. Byers also examines the personal dynamics influencing major merg...

Our favorite moments from today's show, in under 30 minutes.  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://getbezel.com  Numeral - https://www.numeralhq.com Poly...

(00:28) - H200 Exports Resume (07:20) - China-Linked AI Chip Smuggling (14:43) - Joe Weisenthal, born September 2, 1980, in Detroit, Michigan, is an American journalist and television presenter, currently serving as the executive editor of news for Bloomberg's digital brands and co-host of the "Odd Lots" podcast. In the conversation, he discusses the Federal Reserve's recent 25 basis point interes...

Our favorite moments from today's show, in under 30 minutes.  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://getbezel.com  Numeral - https://www.numeralhq.com Poly...

(00:20) - Ellison's Counter Offer (18:23) - Chinese H200s (32:18) - Data Centers in Space (42:30) - 𝕏 Timeline Reactions (01:01:24) - Aaron Ginn is the CEO and Co-Founder of Hydra Host, a company specializing in high-performance computing infrastructure. In the conversation, he discusses the importance of the United States engaging pragmatically with China on trade, particularly in the technology...

Our favorite moments from today's show, in under 30 minutes.  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://getbezel.com  Numeral - https://www.numeralhq.com Poly...

(01:57) - Rich Greenfield, a partner and media analyst at LightShed Partners, discusses the complexities of the ongoing bidding war between Netflix and Paramount for Warner Bros., highlighting the antitrust implications and the evolving competitive landscape in the streaming industry. He emphasizes that defining the market narrowly to only include premium subscription streaming services overlooks...

Our favorite moments from today's show, in under 30 minutes.  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://getbezel.com  Numeral - https://www.numeralhq.com Poly...

(00:43) - Netflix to Acquire Warner Bros. (21:04) - 𝕏 Timeline Reactions (40:44) - Keith Rabois is a veteran Silicon Valley operator and investor, known for senior roles at PayPal, LinkedIn, and Square, and as a general partner at top venture firms including Khosla Ventures and Founders Fund. He’s recognized for his sharp strategic instincts, contrarian takes on markets and company building, and f...

Our favorite moments from today's show, in under 30 minutes.  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://getbezel.com  Numeral - https://www.numeralhq.com Poly...

(01:40) - 𝕏 Timeline Reactions (34:00) - Jim Cramer is the host of CNBC’s Mad Money and co-founder of TheStreet. A former hedge fund manager, he became one of the most recognizable financial commentators in the U.S., known for his energetic style and market analysis. Cramer continues to cover stocks, investing trends, and business news across television and digital platforms. (01:13:50) - 𝕏 Timeli...

Our favorite moments from today's show, in under 30 minutes.  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://getbezel.com  Numeral - https://www.numeralhq.com Poly...

(00:00) - produce production-quality marketing videos scripted, generated, and edited by a multi-agent AI system in about 72 hours. Their work has already seen traction: one of their launch videos reportedly hit over 1 million views, and they average hundreds of thousands of organic views across their campaigns. (01:23) - Will AWS Buy TPUs From Google? (20:51) - 𝕏 Timeline Reactions (46:33) - Harj...

Our favorite moments from today's show, in under 30 minutes.  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://getbezel.com  Numeral - https://www.numeralhq.com Poly...

(00:19) - Papperger Pushes Rheinmetall to Top (13:35) - 𝕏 Timeline Reactions (16:11) - Anduril Says Failures are Part of Development (20:21) - 🔴 CODE RED 🔴 (38:35) - 𝕏 Timeline Reactions (56:20) - Stratechery: Gemini Spurs New AI Infra Race (01:30:37) - 𝕏 Timeline Reactions (01:42:23) - Matt Garman, CEO of Amazon Web Services (AWS), discussed several key announcements at AWS re:Invent 2025, incl...

Our favorite moments from today's show, in under 30 minutes.  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://getbezel.com  Numeral - https://www.numeralhq.com Poly...

(00:16) - Alby Churven is a teenage entrepreneur from Sydney who, by age 14, has already founded Finkle, a gamified learning platform aimed at teaching teens coding, entrepreneurship, AI, and real-world skills. He began coding when he was six years old, and previously built Roblox games and a youth-oriented soccer brand before pitching Finkle to Y Combinator (Winter 2026). Alby’s vision blends you...

(06:32) - Harley Finkelstein is the President of Shopify, helping lead the company’s global commerce strategy and long-term vision. He works closely with founders, brands, and entrepreneurs building businesses on the platform. Harley is also a prominent voice on entrepreneurship and the future of retail. (36:06) - Noel Mack is the Chief Brand Officer (CBO) of Gymshark, responsible for the company’...

Our favorite moments from today's show, in under 30 minutes.  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://getbezel.com  Numeral - https://www.numeralhq.com Poly...

(01:53) - 𝕏 Timeline Reactions (13:14) - Nvidia Responds to TPU Sales (22:15) - Trump Launches Genesis (25:40) - Trait-Based Embryo Selection Ethics Breakdown (45:17) - Cremieux, a critic of Nucleus Genomics' embryo selection product, discusses the company's misleading claims about their technology's capabilities, particularly in predicting complex traits like intelligence and appearance. He highl...

Our favorite moments from today's show, in under 30 minutes.  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://getbezel.com  Numeral - https://www.numeralhq.com Poly...

(02:06) - Reviewing the Best AI Apps (24:32) - 𝕏 Timeline Reactions (26:31) - Sholto Douglas, a Member of Technical Staff at Anthropic, discusses the launch of Claude Opus 4.5, highlighting its superior coding capabilities and efficiency in handling complex tasks. He emphasizes the model's advancements in vision understanding, particularly in interpreting front-end designs, while noting that gener...

Diet TBPN delivers the best of today’s TBPN episode in under 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after.  Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya...

(00:11) - Eli Lilly Hits $1T Valuation (11:24) - Adobe to Buy Semrush for $1.9B (15:27) - Guide to the AI Barnyard (44:13) - AMD Chief Challenges Nvidia Dominance (57:13) - WSJ Mansion Section (01:04:30) - Has AI Ruined the Em Dash? (01:14:36) - 𝕏 Timeline Reactions (01:52:42) - Julia Steinberg, General Manager of Books and editor at Arena Magazine, discusses the upcoming release of Arena's Issue...