TBPN

(00:11) - NVIDIA Earnings Breakdown (28:43) - Doug O’Laughlin is the President of SemiAnalysis, an independent research firm focused on semiconductors and AI. He specializes in semiconductor strategy, market intelligence, and competitive analysis, regularly guiding investors, technology companies, and policymakers with his insights. (01:12:05) - Timeline Reactions (01:58:28) - Ajay Agarwal, a Part...

(00:11) - SpaceX Launch Reactions (16:35) - History of SpaceX (29:53) - Mature Startups Get Venture-Debt Boost (41:38) - Timeline Reactions (01:28:52) - Josh Reeves, CEO of Gusto, discusses the company's acquisition of Guideline, a retirement benefits provider, to enhance services for small businesses. He highlights the long-standing partnership between the two companies and emphasizes the potenti...

(00:11) - Timeline Reactions (01:39) - 100k on X (04:53) - The Experts Weigh in on Intel (20:17) - Founders Podcast: How Elon Works (24:27) - Taylor Swift Engaged (29:21) - Big Family: The Ultimate Status Symbol (51:49) - Friendship Ends over $80M Crypto Bet (01:06:14) - Timeline Reactions (01:22:06) - Fivespan Takes Stake in Ney York Times (01:27:28) - Timeline Reactions (01:29:44) - Wade Foster,...

(01:59) - Intel's Tricky Dance with Trump (41:09) - Is Trump's Intel Stock-Buy Socialism? (50:44) - Timeline Reactions (59:47) - Darren Rovell, a seasoned sports business journalist and avid memorabilia collector, discusses his transition from ESPN to founding Cllct, a media platform dedicated to the collectibles market. He highlights the platform's mission to provide serious journalism in the col...

(00:00) - Intro (00:04) - The Big Money of Clipping (14:12) - Meta Smart Glasses (28:31) - Heads to the Moon (34:21) - Mark Cuban (Investor & Entrepreneur) (01:04:46) - Kanye’s Wild Mansion Makeover (01:08:49) - Gabe Whaley (MSCHF) 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://eightsl...

(00:58) - Dow Jumps as Powell Signals Rate Cut (05:46) - Crusoe in Talks for $10B Valuation (15:24) - Inside America's Most Expensive Home (35:46) - Timeline (01:13:47) - Joe Weisenthal, a financial journalist and co-host of Bloomberg's "Odd Lots" podcast, discusses the Federal Reserve's recent policy signals, noting that Chair Jerome Powell's comments suggest a dovish stance, which has positively...

(00:13) - Timeline (11:48) - The Inexorable Rise of Latin America's Drug Cartels (26:18) - Timeline (26:45) - Beers, Buns, Baseball: The 9-9-9 Challenge (31:35) - Timeline (43:38) - Chase Lochmiller, co-founder and CEO of Crusoe Energy Systems, discusses the company's acquisition of Atero to enhance GPU utilization and efficiency in AI workloads. He emphasizes the importance of optimizing memory m...

(00:21) - Timeline (06:37) - AI Orality Opens Up the Grift Gates (27:23) - Ellison's Cloud Scores Big with AI Titans (44:25) - Timeline (01:35:31) - Silicon Valley's Pro-Family Posture Fights Reality (01:46:00) - Timeline (01:57:17) - Vlad Tenev, co-founder and CEO of Robinhood, discusses the company's evolution into a comprehensive financial platform, offering services like credit cards, banking,...

(00:30) - Chamath is Back with New SPAC (31:33) - Timeline (01:01:23) - TBPN Substack (01:16:35) - Gong of the Day (01:26:14) - Timeline (01:59:29) - Pete DeJoy, co-founder and interim CEO of Astronomer, discusses the company's evolution from its inception in Cincinnati, Ohio, to becoming a leader in data orchestration with its Apache Airflow-powered platform, Astro. He highlights the company's si...

(07:18) - OpenAI Staff to Sell $6B in Stock (10:38) - Financial Times: Stop Talking About AI (20:37) - Do LLMs Have Music Taste? (39:01) - Man Dies After Being Lured by Chatbot (43:54) - Claude Can Now End Conversations (57:46) - The Big Money of Clipping (01:21:43) - Timeline (01:35:28) - Noor Siddiqui, founder and CEO of Orchid, a reproductive technology company, discusses how Orchid's whole-gen...

(00:00) - Intro (00:05) - Sam Altman vs. Elon Musk (25:34) - Roy Lee and Cluely's Curious Marketing Strategy (28:50) - Ads in ChatGPT (38:20) - Perplexity Wants to Buy Chrome (55:10) - UFC’s $7.7 Billion Paramount Deal (01:09:13) - Apple is Building a Robotic Siri For Your Home (01:28:40) - Slop vs. Steel Debate w/ Delian Asparouhov (Varda) & Everett Randle (Kleiner Perkins) TBPN.com is made p...

(00:54) - LIVE Slop vs. Steel Debate w/ Delian & Everett. Delian Asparouhov, a Bulgarian-born entrepreneur and venture capitalist, is a partner at Founders Fund and co-founder of Varda Space Industries. Everett Randle is a partner at Kleiner Perkins, where he focuses on inflection-stage investments in tech startups. He rejoined the firm in 2022 after stints at Founders Fund—where he backed com...

(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 altern...

(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 cons...

(00:00) - Chapter 1 (00:00) - Chapter 2 (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-founde...

(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,...

(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...

(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...

(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 versio...

(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 Communicatio...

(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...

(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, an...

(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://...

(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 Wand...

(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 import...