TBPN

This is our full conversation with Alex Karp, recorded live at AIPCon 10.We discuss why he believes taste is the most important competitive advantage in the age of AI, how enterprises are struggling to turn AI hype into real business value, why "tokenmaxxing" and AI overuse can distract companies from solving meaningful problems, and the growing risk of AI regulation and nationalization.Sign up for TBPN’s daily newsletter at TBPN.comFollow TBPN:https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(00:00) - - Live from Palantir's AIPCon 10 (12:38) - - Ramp raises $750M at $44B valuation (15:19) - - Timeline reactions (23:57) - - Alex Karp, co-founder and CEO of Palantir Technologies, discusses the evolution of artificial intelligence (AI) adoption, noting a shift from skepticism to widespread recognition of its value, while cautioning against unproductive overuse. He emphasizes the importance of taste and discernment in effectively integrating AI into business processes, highlighting that successful implementation requires more than just technical capability. Karp also warns of potential nationalization and regulation of AI technologies by governments, urging proactive engagement to address these challenges. (48:04) - - Peter Zaffino, born in 1967, is the Chairman and CEO of American International Group (AIG), having joined the company in 2017 as Executive Vice President and Global Chief Operating Officer. In the conversation, Zaffino discusses AIG's global operations, emphasizing its balanced international and North American presence, and highlights the company's focus on managing complex risks for large clients. He also elaborates on AIG's partnership with Palantir Technologies, detailing how their collaboration has enhanced data integration and decision-making processes within the organization. (01:01:35) - - Chad Wahlquist, a Forward Deployed Architect at Palantir Technologies, discusses his role in assisting clients to decompose complex problems and apply Palantir's technology in innovative ways. He emphasizes the importance of integrating AI with human processes to model business operations effectively, highlighting the ontology's role in providing a structured worldview that enhances decision-making. Wahlquist also addresses the balance between software malleability and enterprise-grade robustness, advocating for adaptable systems that empower users while maintaining security and scalability. (01:22:35) - - Timeline reactions (01:25:22) - - Sam Berry, a USDA employee with a background in engineering and a family history in farming, discusses the diverse roles of the USDA, including food inspections, SNAP administration, and scientific research. He highlights the importance of technological advancements in agriculture, such as automation and AI, to address challenges like workforce shortages and pest control. Berry also emphasizes the need for effective data collection and management to ensure program integrity and support national food security. TBPN is made possible by:Ramp - https://ramp.comPublic - https://public.comCisco - https://www.cisco.comConsole - https://www.console.comCrowdStrike - https://www.crowdstrike.comFigma - https://www.figma.comMongoDB - https://www.mongodb.comNYSE - https://www.nyse.comRailway - https://railway.comShopify - https://www.shopify.com/Follow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(00:35) - Microsoft Chases the Frontier (05:00) - Project Solara (16:19) - Mikey Shulman, representing Suno, discusses the company's recent achievement of raising over $400 million, led by Bond, highlighting significant traction and progress in user engagement and retention. He emphasizes the importance of retention as a key metric, noting that improvements in the product have led to increased user engagement and a broader audience. Shulman also addresses the evolving perception of AI-generated music, suggesting that as more people experience the product, acceptance grows, and he envisions a future where AI tools like Suno become integral to creative processes in the music industry. (35:20) - 𝕏 Timeline Reactions (43:28) - Samir Chaudry is an American entrepreneur and co-host of the YouTube channel "Colin and Samir," where he interviews creators and discusses the creator economy. In the conversation, he explores the evolving collaboration between YouTube creators and Hollywood, emphasizing the emergence of internet-native filmmakers and the significance of community-driven intellectual property. He highlights the success of horror and animation genres on YouTube, noting their potential for adaptation into feature films, and underscores the importance of development support for creators transitioning to larger projects. (01:08:47) - Tom Farley, CEO of Bullish and former President of the NYSE Group, discusses his career trajectory from traditional finance to the digital asset sector, highlighting his early investment in Coinbase and the evolving role of blockchain in financial markets. He reflects on the maturation of the cryptocurrency industry, noting its transition from speculative hype to a more stable and institutionalized market, and emphasizes the potential for blockchain technology to revolutionize global securities by enhancing transparency and efficiency. Farley also addresses the challenges and opportunities in integrating digital assets with traditional financial systems, underscoring the importance of regulatory clarity and technological innovation in driving future growth. (01:32:48) - Nikesh Arora, an Indian-American business executive born in 1968, has been the chairman and CEO of Palo Alto Networks since June 2018, following senior roles at Google and SoftBank. In the conversation, Arora discusses the challenges AI models like Anthropic's Mythos face in cybersecurity, emphasizing issues such as high false positive rates and the lack of real-time enforcement capabilities. He also highlights the importance of focusing on detection and remediation over mere protection, given the evolving AI-driven threat landscape. (01:56:04) - Henri Stern, co-founder and CEO of Privy, a blockchain infrastructure company, discusses his participation in the Money 2020 fintech conference in Amsterdam, where Privy launched new products in partnership with Deel to enable contractors to receive stablecoin payments globally. He highlights the growing adoption of stablecoin cards that allow users to spend stablecoins directly through traditional payment networks like Visa and MasterCard, facilitating seamless transactions for merchants. Stern also notes the significant adoption of stablecoins in regions like Latin America and Southeast Asia, while acknowledging the regulatory restrictions in countries such as China that limit stablecoin usage. (02:11:13) - Alex Good, a former Army officer and experienced professional in finance and technology, has transitioned into the crypto and AI sectors, focusing on developing protocols that integrate these fields. He discusses the challenges at the intersection of crypto and AI, including increased hacking incidents due to AI's ability to evaluate human-written code, and emphasizes the need for secure protocols to prevent unauthorized transactions. Good also shares his "doom thesis," suggesting that AI might accelerate the emergence of surveillance states, prompting capital to move into privacy-focused cryptocurrencies like Zcash. TBPN is made possible by:Ramp - https://ramp.comPublic - https://public.comCisco - https://www.cisco.comConsole - https://www.console.comCrowdStrike - https://www.crowdstrike.comFigma - https://www.figma.comMongoDB - https://www.mongodb.comNYSE - https://www.nyse.comRailway - https://railway.comShopify - https://www.shopify.com/Follow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(00:21) - Google Taps Berkshire (24:37) - Berkshire Bets on Housing (38:54) - History of Confidential IPO Filings (46:33) - Jack Doohan, an Australian racing driver, discusses his journey from karting in Australia to becoming a Formula One driver, including his early move to Europe at 13 and his progression through the racing ranks. He shares the challenges he faced, such as being sidelined six races into his F1 career due to circumstances beyond his control, which led him to explore his interest in AI and technology. This exploration culminated in the founding of Muse, a company aimed at solving data fragmentation issues in the food and beverage industry by unifying various systems into a single, orchestrated platform. (01:07:48) - Nate Cavanaugh, co-founder of Special, discusses the launch of their new holding company aimed at applying AI tools to the $10 trillion Main Street services economy, starting with healthcare. He explains their strategy to acquire independent small businesses, beginning with at-home senior care, and enhance them with AI to improve efficiency and service quality. Cavanaugh emphasizes their commitment to sharing cost savings with workers to attract talent and plans to replicate this model across other labor-intensive, highly regulated industries. (01:15:31) - Thomas Mueller, a renowned aerospace engineer and propulsion expert, is the founder and CEO of Impulse Space, a company specializing in in-space transportation services. In the conversation, Mueller discusses Impulse Space's mission to enhance space mobility by developing technologies that transport payloads from Low Earth Orbit (LEO) to higher orbits like Geostationary Orbit (GEO), the Moon, and Mars. He highlights the company's products, such as the Mira spacecraft for precision maneuvering and the Helios kick stage designed to efficiently move payloads to higher orbits, aiming to make space access more reliable and cost-effective. (01:34:34) - 𝕏 Timeline Reactions (01:38:56) - Putin's Longevity (01:46:46) - Edward Kim, co-founder and head of technology at Gusto, introduces Gusto Co-Founder, an AI agent designed to automate small business back-office tasks like payroll, benefits, and HR scheduling. This tool integrates with existing systems such as Notion, QuickBooks, and Google Workspace, allowing users to manage operations via SMS and Slack, thereby streamlining processes and reducing the need for direct platform interaction. Kim emphasizes the importance of creating a seamless, teammate-like experience to enhance efficiency and user satisfaction. (02:02:06) - Shreya Murthy, co-founder and CEO of Partiful, a social event planning platform, discusses the launch of Partiful's new ticketing feature, enabling hosts to sell tickets directly through the platform. This addition addresses a feature gap, enhancing user experience and supporting various events like concerts and fundraisers. Murthy emphasizes the company's commitment to fostering real-world connections and outlines plans for future growth and monetization. (02:17:58) - Brynn Putnam, a former professional ballerina and Harvard graduate, is the founder of Mirror and Board, companies that integrate technology into fitness and gaming experiences. In the conversation, she discusses the unexpected success of Board, noting its adoption by a diverse audience beyond early tech adopters, including families and educators. She highlights the development of Board Studio, a tool enabling users to create custom games, and addresses the challenges of balancing innovation with intellectual property considerations. TBPN is made possible by:Ramp - https://ramp.comPublic - https://public.comCisco - https://www.cisco.comConsole - https://www.console.comCrowdStrike - https://www.crowdstrike.comFigma - https://www.figma.comMongoDB - https://www.mongodb.comNYSE - https://www.nyse.comRailway - https://railway.comShopify - https://www.shopify.com/Follow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(01:05) - YouTubers Win the Box Office (32:48) - 𝕏 Timeline Reactions (35:40) - Bernie Wants Public Stake in AI (49:03) - Anthropic IPO (50:04) - Salesforce Invests $2B in France (51:03) - Salesforce on a Tear (55:37) - 𝕏 Timeline Reactions (59:39) - Adam Iscoe, a journalist formerly with The New Yorker, has covered diverse topics including mental illness, contemporary art, and cryptocurrency. In the conversation, he discusses his journey to The New York Times, his writing process, and his experiences covering various subjects. (01:23:52) - 𝕏 Timeline Reactions (01:36:33) - Danial Jameel, Founder and CEO of Saris AI, discusses how his company develops AI workflow agents to automate complex back-office tasks in banks and credit unions, enhancing efficiency and allowing staff to focus on more meaningful work. He highlights the significant impact on employees' work-life balance, sharing examples where staff previously working late hours due to backlogs can now leave earlier, improving their quality of life. Additionally, he mentions that increased productivity has led some institutions to forgo hiring additional staff, instead opting to reward existing employees with raises, thereby boosting overall morale. (01:41:43) - Mike Schroepfer, former CTO of Meta Platforms, is the founder of Gigascale Capital, a venture capital firm focused on climate tech investments. In the conversation, he discusses his transition from Meta to venture capital, emphasizing the shift from digital to physical innovations in addressing climate change. He highlights investments in companies like Heron Power and Radiant Nuclear, which are developing advanced energy solutions, and underscores the importance of rethinking traditional manufacturing and energy systems to achieve significant environmental impact. (01:55:36) - Nico Ferreyra, co-founder and CEO of Default, discusses the company's evolution from building top-of-funnel orchestration tools to launching a new product that integrates a real-time data layer with AI agents to enhance go-to-market execution. He highlights the challenges companies face with disconnected systems and how Default's platform unifies data to streamline growth processes. Ferreyra also touches on the company's intense work culture and recent $10 million funding round, emphasizing their commitment to solving complex problems in revenue operations. (02:06:55) - Sue Khim, co-founder and CEO of Brilliant, discusses the launch of their new AI tutor, Koji, designed to help users learn math and coding through interactive, graphical assistance. She emphasizes the importance of reducing embarrassment in learning, allowing students to ask questions freely, and highlights the tutor's goal of becoming unnecessary as learners gain confidence and independence. Khim also addresses the significance of multimodal learning experiences and the need for purpose-built educational tools that provide real-time feedback and personalized learning paths. (02:16:18) - Bernie Su is an American web series creator, writer, director, and producer, renowned for his Emmy Award-winning adaptations of Jane Austen's novels, including "The Lizzie Bennet Diaries" and "Emma Approved." In the conversation, Su discusses the evolving relationship between Hollywood and YouTube creators, noting that the integration has been progressing for years, with recent successes like "Obsession," "Backrooms," and "Iron Lung" highlighting this trend. He emphasizes that these achievements stem from creators producing content authentic to their brand, rather than merely leveraging their follower count, and observes that YouTubers are increasingly adept at franchising their content across various media platforms. (02:37:14) - 𝕏 Timeline Reactions TBPN is made possible by:Ramp - https://ramp.comPublic - https://public.comCisco - https://www.cisco.comConsole - https://www.console.comCrowdStrike - https://www.crowdstrike.comFigma - https://www.figma.comMongoDB - https://www.mongodb.comNYSE - https://www.nyse.comRailway - https://railway.comShopify - https://www.shopify.com/Follow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

This is our full conversation with Brad Gerstner, recorded live on TBPN.We discuss why he believes the AI boom is still in its early innings, how companies like Anthropic, Nvidia, and Snowflake are benefiting from the AI infrastructure buildout, why America must continue investing in data centers and compute capacity to stay ahead of China, and his vision for Trump Accounts, a new initiative designed to give every child a stake in the American economy through long-term stock ownership.Sign up for TBPN’s daily newsletter at TBPN.comFollow TBPN:https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

Diet TBPN delivers the best of today’s TBPN episode in 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 Nadella.Follow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(00:27) - Ferrari EV (40:58) - Enhanced Games (47:41) - Christopher Hale, a Catholic writer and former executive director of Catholics in Alliance for the Common Good, discusses Pope Leo XIV's recent encyclical on artificial intelligence, highlighting the Pope's emphasis on maintaining human dignity and responsibility in technological advancements. He notes the Pope's concern over delegating human decisions to machines, especially in contexts like warfare, and underscores the call for Silicon Valley to consider the ethical implications of AI development. (01:10:48) - Alcohol & Podcasting (01:17:21) - Sean Henry, co-founder and CEO of Stord, announced the company's recent $250 million funding round, elevating its valuation to $3 billion. He discussed Stord's decade-long development of a vertically integrated platform that leverages robotics and AI to enhance commerce, enabling faster deliveries and cost efficiencies. Henry also highlighted the launch of Stord Labs, dedicated to testing next-generation robotics and AI, and the company's international expansion into markets like Canada, Europe, China, and Australia. (01:31:05) - Eric Ries is an entrepreneur and author best known for The Lean Startup, which helped popularize iterative product development and rapid experimentation in startups. He is also the author of The Startup Way and Incorruptible, where he explores institutional trust, governance, and how organizations can remain resilient and accountable at scale. (02:09:45) - Alex Atallah, co-founder and CEO of OpenRouter, discusses the evolution of AI models and the importance of neurodiversity in AI agents selecting cost-effective tools for specific tasks. He highlights OpenRouter's recent $113 million funding round, led by Capital G with participation from existing investors and strategic partners like Nvidia, ServiceNow, and Databricks, emphasizing the company's commitment to fostering a diverse team. Atallah also addresses the trend of companies optimizing AI inference costs by utilizing multiple models tailored to specific tasks, leading to significant cost savings and improved performance. (02:22:45) - 𝕏 Timeline Reactions Follow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(01:01) - Sacks Spikes AI EO (07:56) - America's IPO Market Wakes Up (17:47) - Starship Launch (28:28) - World's Fair Retrospective (45:46) - Dan Shipper, co-founder and CEO of Every, discusses the transformative impact of AI agents like Codex and Claude Code on knowledge work, highlighting how these tools have automated tasks in coding, writing, design, and customer service, leading to Every's growth from 4 to 30 employees since GPT-3. He emphasizes that while AI makes expert competence more accessible, it simultaneously increases the demand for human expertise to provide judgment and differentiation, as AI outputs often require human framing and evaluation to be truly valuable. Shipper also notes that AI enables small, generalist teams to accomplish tasks that previously required larger, specialized organizations, allowing for a more fulfilling and versatile work experience. (01:09:01) - James Rogers is the founder and CEO of Apeel Sciences, a company developing plant-based coatings that extend the shelf life of fresh produce and reduce food waste. He launched the company out of research funded by the Bill & Melinda Gates Foundation, with a focus on improving global food distribution and sustainability through materials science. Follow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(01:25) - SpaceX IPO (12:37) - Anthropic Revenue Surges (17:31) - OpenAI Solves the Erdős Problem (27:53) - Alex Tabarrok, a Canadian-American economist and professor at George Mason University, co-authors the Marginal Revolution blog and co-founded Marginal Revolution University. He discusses the Baumol effect, explaining how sectors with stagnant productivity, like education and healthcare, experience rising costs due to increasing wages in more productive industries. Tabarrok also explores the potential of AI to mitigate this effect by enhancing productivity in traditionally labor-intensive sectors. (01:02:22) - Bill Clerico, founder and managing partner of Convective Capital, discusses the firm's recent $85 million fundraise, doubling their previous fund, to invest in disaster resilience technologies. He highlights the increasing frequency and severity of disasters due to aging infrastructure and climate change, emphasizing the need for private market solutions. Clerico also shares insights into the fire technology market, noting the challenges and opportunities in selling to utilities, insurance companies, and government agencies, and underscores the importance of technological innovation in enhancing disaster preparedness and response. (01:15:12) - Alex Norström, Spotify's Co-Chief Executive Officer since January 2026, discusses the company's recent Investor Day, highlighting significant user growth and financial achievements over the past four years. He introduces four major future initiatives, including a new feature that reserves concert tickets for premium users, addressing challenges like ticket scarcity and scalping. Norström also emphasizes Spotify's advancements in AI, particularly in enhancing user experience and content personalization. (01:36:38) - Jordan Schneider is the creator of the ChinaTalk podcast and newsletter, focusing on China, technology, and U.S.-China relations. In this conversation, he discusses the recent U.S.-China summit, highlighting the stalemate in relations and China's leverage over the U.S. through rare earths. He also touches on the absence of key AI leaders at the summit and the implications for future technological collaboration. (02:02:17) - Christina Lee Storm, Head of Studio at Secret Level and co-founder of Playbook PLBK, discusses the evolving role of AI in film production, emphasizing its integration as a natural progression in storytelling rather than a disruptive force. She highlights the importance of embracing technology to enhance creativity and efficiency, while underscoring that compelling storytelling remains paramount. Storm also reflects on the potential for AI to democratize filmmaking, enabling independent creators to produce high-quality content, provided they maintain a strong focus on narrative depth. (02:14:28) - Erik Bernhardsson, co-founder and CEO of Modal Labs, discusses the company's recent Series C funding round, raising $355 million at a $4.65 billion post-money valuation led by General Catalyst and Redpoint Ventures. He highlights the rapid growth of their Sandboxes product, which has been doubling in usage every month for the past six months, enabling safe execution of language model-generated code. Bernhardsson also addresses the challenges of demand planning in the AI infrastructure space, emphasizing the need to secure GPUs months in advance to accommodate their 30-40% monthly growth rate. (02:25:14) - 𝕏 Timeline Reactions Follow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(01:25) - Google I/O Reactions (25:45) - SpaceX IPO (28:17) - Dylan Field, CEO and founder of Figma, discusses the impact of AI on design, emphasizing the importance of maintaining a balanced perspective amidst rapid technological changes. He introduces Figma's Design Agent, an AI tool designed to assist designers by automating routine tasks, thereby allowing them to focus on more creative aspects of their work. Field also highlights the significance of integrating design and code representations, aiming to eliminate false trade-offs between direct manipulation and AI-driven processes. (48:30) - Feross Aboukhadijeh is an entrepreneur and programmer, known for founding Socket, a developer-first security platform that safeguards software supply chains. In the conversation, he discusses Socket's recent $60 million Series C funding at a $1 billion valuation, the escalating challenges in software supply chain security due to increased code generation by AI and the exploitation of open-source dependencies, and introduces "certified patches," a solution designed to efficiently address vulnerabilities in open-source code. (58:55) - Tae Kim, a seasoned finance professional and Senior Portfolio Strategist at Rockefeller Capital Management, discusses the robust growth and undervaluation of NVIDIA, the strategic challenges facing Google in AI, and the potential market impact of SpaceX's anticipated IPO. (01:26:55) - Immad Akhund, a British-Pakistani entrepreneur and angel investor, is the co-founder and CEO of Mercury, a fintech platform serving startups. In the conversation, he announces Mercury's recent $200 million funding round led by TCV, discusses the company's significant growth driven by AI-driven business formations, and highlights the increasing role of large language model (LLM) recommendations in attracting new customers. (01:38:35) - 𝕏 Timeline Reactions (01:44:23) - Brian Chesky, co-founder and CEO of Airbnb, discusses the company's recent expansion into new services, including grocery delivery, airport pickups, car rentals, and boutique hotel bookings. He explains that these additions aim to enhance the guest experience by offering greater convenience and a more comprehensive travel ecosystem. Chesky also highlights the company's efforts to rebuild its foundation to support these services and emphasizes the importance of listening to customer feedback to drive innovation. (02:04:27) - Marcus Milione, founder of Minted New York, transitioned from a career in commercial real estate to establish a brand that blends premium menswear, performance athletic apparel, endurance nutrition, and Italian-crafted jewelry. In the conversation, he discusses his journey from posting fashion and fitness content on social media during the COVID-19 pandemic to building a community-driven brand, emphasizing the importance of organic growth, customer engagement, and maintaining authenticity in product development. (02:28:41) - 𝕏 Timeline Reactions Follow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(00:09) - Google I/O Reactions (24:14) - Karpathy Joins Anthropic (28:29) - Reactions to Spotify's New Icon (33:49) - Birth Rate Debates (45:18) - Jim Belosic, CEO and founder of SendCutSend, a company specializing in on-demand manufacturing services, discusses the recent achievement of securing a $110 million investment, valuing the company at $1 billion. He shares plans to utilize the funds to expand operations, including hiring additional staff and enhancing software capabilities, aiming to establish facilities near major metropolitan areas to expedite service delivery. Belosic also highlights the company's commitment to supporting STEM education through a $1 million sponsorship program, providing resources and expertise to engineering students and educators. (01:04:18) - Aidan Dewar, co-founder and CEO of Nourish, discusses the company's mission to address chronic diseases through dietitian-led metabolic clinics that combine a vast network of registered dietitians with virtual medical care, including lab interpretations and medication management. He emphasizes the importance of pairing GLP-1 medications with behavioral changes to achieve sustainable health outcomes, noting that patients working with Nourish dietitians while on GLP-1s lost 33% more weight than those using the medication alone. Dewar also highlights the company's recent $100 million Series C funding, aimed at expanding their services and integrating AI technology to enhance patient care. (01:12:41) - Fai Nur, CEO and co-founder of Status, discusses the app's rapid growth, reaching a million users in 19 days, and its appeal to young users seeking immersive, gamified social experiences. She highlights Status's monetization through in-app purchases and subscriptions, achieving millions in annual recurring revenue and a tenfold increase in revenue in Q1 2026. Nur also addresses the platform's use of AI to create user-generated worlds, emphasizing its role in offering unique experiences that complement traditional entertainment. (01:22:57) - Tanay Tandon, CEO of Kamir, discusses the company's recent $70 million funding round at a $7 billion valuation, aimed at accelerating R&D for their language model-powered EMR platform and voice agents. He highlights the trillion-dollar administrative burden in the U.S. healthcare system and how Kamir's AI solutions automate tasks like claims processing and documentation to reduce costs and improve efficiency. Tandon also addresses the rapid adoption of language models in healthcare, the potential for AI to empower independent practices, and the evolving dynamics between providers and payers. (01:33:02) - Ajeya Cotra, a technical staff member at METR with a background in AI safety, discusses her role in leading the Frontier Risk Report, which assesses misalignment risks in advanced AI systems. She explains METR's mission to develop measurement tools for tracking AI capabilities and motivations, and describes the collaboration with companies like Google, OpenAI, Meta, and Anthropic to evaluate their internal models and alignment processes. Cotra also highlights the importance of establishing robust, independent auditing practices to monitor and mitigate potential risks from misaligned AI agents. (01:48:11) - Philip Inghelbrecht, a Belgian-born entrepreneur and CEO of Tatari, a company specializing in technology for TV advertising, discusses his journey from co-founding Shazam in 1999 to leading Tatari. He highlights the challenges and innovations in TV advertising, emphasizing the importance of measuring real outcomes and the integration of AI in media planning. Inghelbrecht also reflects on the evolution of TV advertising, noting the shift from traditional methods to data-driven strategies that bridge the gap between linear and streaming TV. Follow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

(00:17) - Jury Rules Against Musk (02:23) - Leopold's Situational Awareness 13F Is Out (16:03) - Data Center Backlash Gets Serious (44:47) - Mike Isaac, a technology reporter at The New York Times, discusses Elon Musk's lawsuit against OpenAI, highlighting Musk's strategy of using memorable phrases like "you can't steal a charity" to appeal to jurors unfamiliar with nonprofit contract law. He notes that OpenAI's defense centered on the statute of limitations, a more technical argument that ultimately swayed the jury's decision. Isaac also mentions the unexpected nature of the verdict and the various protest groups outside the courtroom. (01:07:52) - Rowan Trollope is the CEO of Redis, where he leads the company’s efforts to expand the popular in-memory database platform into a broader real-time data and AI infrastructure business. He previously held senior leadership roles at Cisco and Five9, and is known for scaling enterprise software and cloud communications companies. (01:28:26) - Shein Buys Everlane (01:39:04) - Dean Leitersdorf is the co-founder and CEO of Decart, an AI company focused on generative models and real-time AI infrastructure. He works on building systems that make advanced AI applications faster, more interactive, and easier to deploy at scale. (01:54:56) - Protein Shortage (02:04:02) - Joanna Stern is a senior personal technology columnist at The Wall Street Journal, where she covers consumer technology, AI, gadgets, and the impact of tech on everyday life. She is also the author of I Am Not a Robot, a book exploring the increasingly blurred line between humans and machines in the age of AI. Follow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive