TML Inkling, California Forever?, TSMC Capex | David Baszucki, Everett Randle, Eric Glyman, Jordan Black

TML Inkling, California Forever?, TSMC Capex | David Baszucki, Everett Randle, Eric Glyman, Jordan Black

July 16, 2026 · 1h 60m · Episode 603

About this episode

The episode features discussions on various technology and investment topics with notable guests from the industry.

(01:38) - TML Inkling (11:31) - 𝕏 Timeline Reactions (15:15) - California Forever? (17:27) - TSMC Capex (18:32) - Everett Randle is a general partner at Benchmark, where he invests in AI, enterprise software, and frontier technology companies. Before joining Benchmark, he was a partner at Kleiner Perkins and previously invested at Founders Fund, BOND, and Vista Equity Partners, backing companies including Anthropic, Rippling, Flock Safety, SpaceX, and Chainguard. (48:32) - Eric Glyman is the co-founder and Co-CEO of Ramp, the AI-powered finance automation platform helping businesses manage spending, accounting, procurement, and corporate cards. Previously, he co-founded Paribus, which was acquired by Capital One, and is known for building software that helps companies save both time and money through automation. (01:07:19) - 𝕏 Timeline Reactions (01:16:36) - Jordan Black is the co-founder and CEO of Senra Systems, a company applying AI and advanced software to modernize precision manufacturing for aerospace and defense. He focuses on building automated, software-defined factories that dramatically accelerate the production of complex, high-performance components for the next…

People in this episode

Hosts: John Coogan, Jordi Hays

Guests: David Baszucki, Everett Randle, Eric Glyman, Jordan Black

Topics covered

Mentioned in this episode

Organizations: Benchmark, Kleiner Perkins, Founders Fund, BOND, Vista Equity Partners, Ramp, Paribus, Capital One, Senra Systems, Roblox

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