• (05:21) - Slop vs. Farm Debate
• (11:40) - Ben Thompson's Sora 2 Analysis
• (35:37) - The Timeline Reacts to Sora 2
• (01:34:31) - The Stablecoin Duopoly is Ending
• (01:42:14) - Reece Chowdhry, Founding Partner of Concept Ventures, recently announced the launch of their latest $88 million fund, now the largest dedicated pre-seed technology fund in the UK. He emphasized their focus on investing in founders at the earliest stages, particularly at the pre-seed level, and highlighted their commitment to evaluating the personal attributes and backgrounds of entrepreneurs, including their childhood experiences and co-founder relationships. Chowdhry also discussed the firm's contrarian approach to investing in diverse sectors, from high-frequency trading to robotics, and their dedication to leading 90% of their investment rounds without relying on external validation.
• (01:51:25) - Jim Gao, CEO and Co-Founder of Phaidra, has a background in mechanical engineering and environmental science from the University of California, Berkeley, and previously led DeepMind's energy team, achieving significant energy savings in Google's data centers. He discusses Phaidra's recent Series B funding of over $50 million to develop AI agents for AI factories, emphasizing the complexity of modern data centers and the role of AI in autonomously optimizing their operations. Gao highlights the industry's skilled labor shortage and envisions AI agents augmenting the workforce by acting as virtual plant operators, continuously improving energy efficiency and system stability.
• (02:01:24) - Fan-Yun Sun, founder and CEO of Moonlake AI, discusses the company's mission to democratize the creation of real-time interactive content, such as simulations and games, by enabling users to generate interactive worlds in minutes without requiring programming expertise. He highlights the potential of AI-generated virtual environments to revolutionize industries like gaming, animation, and education, emphasizing the importance of tool use in developing these generative worlds. Sun also notes that legacy game studios are enthusiastic about collaborating with Moonlake AI to explore new possibilities in interactive content creation.
• (02:14:24) - Carl Pei, co-founder and CEO of Nothing, discusses the company's recent $200 million Series C funding round, which values the company at $1.3 billion. He highlights the company's growth, noting that they are approaching $1 billion in revenue this year, and emphasizes their focus on building a strong foundation in hardware, particularly smartphones. Pei also shares plans to launch AI-integrated devices starting next year, aiming to create an AI-native platform where hardware and software converge into a single intelligent system.
• (02:22:02) - Shehzan Maredia, CEO and founder of Lava, a non-custodial Bitcoin lending platform, discusses the launch of a new product that allows users to earn yield on USD backed by Bitcoin. Unlike traditional methods requiring complex financial engineering or exposure to volatile altcoins, Lava offers a secure way to earn returns by making over-collateralized Bitcoin-backed loans, ensuring safety through Bitcoin's liquidity and instant liquidation capabilities. Maredia emphasizes the platform's global accessibility and its appeal to both Bitcoin holders and those seeking high, secure returns on their cash.
• (02:31:22) - Victor Riparbelli, co-founder and CEO of Synthesia, discusses the company's evolution from its 2017 inception, focusing on AI-driven video creation for enterprises. He highlights the shift from traditional video production to AI-generated content, emphasizing the efficiency and accessibility of their platform. Riparbelli also addresses the challenges and opportunities in AI video, underscoring the importance of utility over novelty in delivering value to customers.
• (02:40:15) - William Fedus, known as Liam, has a physics background and spent several years at Google Brain, where he worked on generative models, reinforcement learning, and developed some of the first trillion-parameter neural networks. He later joined OpenAI in late 2022, contributing to the development of ChatGPT. In the conversation, Liam discusses his transition from OpenAI to co-founding Periodic Labs, aiming to build systems that can intentionally design the physical world by integrating experimental data with AI, focusing on applications like discovering novel superconductors and advancing material science.
• (02:55:26) - Jayanth Madheswaran, founder and CEO of Eve, an AI platform for plaintiff law firms, discusses how Eve's technology enables these firms to handle more cases efficiently by automating tasks like case intake and document drafting, aligning with their value-based pricing model. He highlights the contrasting business models of plaintiff and defense law firms, noting that while plaintiffs' firms benefit from increased efficiency through AI, defense firms, which bill by the hour, may be less inclined to adopt such technologies. Madheswaran also addresses the broader implications of AI in the legal industry, including the potential for increased lawsuits and the transformation of traditional law firms into AI-native entities.
• (03:11:54) - 𝕏 Timeline Reactions

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• (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 innovation to maintain a competitive edge in the evolving delivery industry. Xu also highlights DoorDash's commitment to supporting local businesses and enhancing customer experiences through technological advancements.
• (39:19) - Patrick O’Shaughnessy is the CEO of Positive Sum, founder of Colossus, and host of the popular investing podcast Invest Like the Best. He’s known for exploring ideas at the intersection of business, technology, and investing, often highlighting innovative companies and investment strategies.
• (46:27) - Simon Eskildsen, formerly Shopify's Director of Production Engineering, co-founded TurboPuffer, a company specializing in efficient search engines for large-scale data. In the conversation, he reflects on his eight-year tenure at Shopify, emphasizing the critical role of infrastructure in e-commerce and the lessons learned from managing high-stakes systems. Eskildsen also discusses the challenges of integrating AI into commerce, the importance of efficient search capabilities, and the evolving landscape of AI infrastructure and energy consumption.
• (01:02:22) - 𝕏 Timeline Reactions w/ Simon Eskildsen
• (01:32:29) - Zach Abrams, co-founder of Bridge—a stablecoin payment network acquired by Stripe for $1.1 billion—discusses the launch of Open Issuance, a platform enabling rapid creation of customized stablecoins. He envisions a future where numerous entities, including banks and fintechs, issue their own stablecoins, enhancing financial services and user experiences. Abrams also reflects on the challenges faced during Bridge's early days, navigating industry upheavals and the collapse of key banking partners, emphasizing the resilience required to succeed in the evolving stablecoin landscape.
• (01:42:39) - Andrew Feldman, co-founder and CEO of Cerebras Systems, announced the completion of a $1.1 billion funding round, emphasizing the company's development of AI infrastructure that significantly outperforms traditional GPUs in both inference and training tasks. He highlighted the rapid evolution of AI from novelty to productivity, underscoring the necessity for speed in AI applications and the transformative potential of faster infrastructure on industries, drawing parallels to how increased internet speeds enabled Netflix's shift from DVD rentals to a major movie studio.
• (01:49:52) - Brandon Millman, co-founder and CEO of Phantom, discusses the launch of two new products: Cash, a stablecoin developed in partnership with Bridge and Stripe, and Phantom Cash, an in-app experience utilizing the Cash stablecoin to enhance daily financial activities. He explains that while initial adoption is expected from existing crypto users seeking everyday utility, the goal is to attract a broader audience over time. Millman also highlights the strategic decision to create a stablecoin that balances compatibility and rewards, aiming to provide a middle-ground solution for companies without the resources to develop their own stablecoins.
• (01:57:25) - 𝕏 Timeline Reactions
• (02:27:16) - Stanley Tang, co-founder of DoorDash and head of DoorDash Labs, discusses the launch of "Dot," the company's first autonomous delivery robot designed for suburban areas. Dot is purpose-built for local deliveries, capable of carrying up to 30 pounds and reaching speeds of 20 miles per hour, operating on bike lanes, roads, and sidewalks. Tang emphasizes that Dot is part of DoorDash's broader vision to create a multimodal delivery fleet, integrating various autonomous technologies to meet diverse delivery needs.
• (02:40:06) - Alex Albert, Head of Developer Relations at Anthropic, discusses the recent launch of Claude Sonnet 4.5, highlighting its superior coding capabilities and enhanced performance across various tasks. He shares positive feedback from developers, noting significant improvements and increased usage. Additionally, Alex announces a community contest encouraging innovative applications of Claude Sonnet 4.5, offering prizes such as a free max plan for a year and $1,000 in API credits.
• (02:49:02) - Arthur Querou, CEO and co-founder of Vibe, a streaming TV ad platform, discusses how Vibe simplifies TV advertising for small and medium-sized businesses by offering a self-service platform that allows users to easily select channels, target audiences, and measure ad performance. He highlights the advantages of connected TV (CTV) advertising, such as its targetability, measurability, and reach comparable to platforms like Instagram, making it an effective acquisition channel for marketers. Querou also shares that Vibe has raised $50 million in funding and emphasizes the company's focus on serving performance marketers through a self-service model, aiming to democratize TV advertising for businesses of all sizes.
• (02:58:12) - Sora 2 reactions

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• (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 eagerness and laziness in AI responses to enhance user experience. He also highlights the significance of AI's ability to maintain coherence over extended tasks, noting that longer task consistency builds user trust and enables more complex applications.
• (01:16:08) - 𝕏 Timeline Reactions
• (01:29:04) - Dylan Field, co-founder and CEO of Figma, discusses the integration of AI into design workflows, emphasizing its potential to enhance designers' capabilities by automating routine tasks and enabling more creative exploration. He highlights the importance of balancing AI assistance with human creativity, ensuring that AI serves as a tool to augment rather than replace the designer's role. Field also reflects on the evolving landscape of design, noting that as AI technologies advance, designers will need to adapt by embracing new tools and methodologies to stay at the forefront of the industry.
• (01:57:48) - Jeff Weinstein, a product leader at Stripe, discusses the integration of agentic commerce into ChatGPT, enabling users to discover and purchase products directly within the chat interface. He highlights the collaboration between Stripe and OpenAI to develop the Agentic Commerce Protocol, an open standard that allows businesses to make their checkouts compatible with AI agents, facilitating seamless transactions initiated by AI. Weinstein also mentions the introduction of a shared payment token API, which enables secure processing of agentic payments across different payment processors.
• (02:07:45) - Adam Draper, a fourth-generation venture capitalist and co-founder of Boost VC, discusses the firm's recent $87 million fundraising success , highlighting their commitment to investing in pioneering deep tech startups. He shares his personal experience of flying a jetpack, emphasizing Boost VC's dedication to turning science fiction concepts into reality. Draper also outlines the commercialization strategies for jetpack technology, including defense applications like boarding ships and search-and-rescue missions, and expresses enthusiasm for emerging sectors such as biotechnology and health tech.
• (02:15:49) - James Hawkins, co-founder and co-CEO of PostHog, discusses the company's recent $1.4 million Series E funding round and their developer-focused analytics tools designed to help businesses build better products. He emphasizes PostHog's strategy of offering a wide range of integrated tools to provide a comprehensive view of customer data, differentiating them from competitors. Hawkins also highlights the company's approach to product development, which involves small, autonomous teams working on multiple products simultaneously, fostering rapid iteration and responsiveness to customer needs.
• (02:24:45) - Erik Bernhardsson, founder and CEO of Modal Labs, discusses how his company provides infrastructure tailored for AI applications, addressing the limitations of traditional tools like Kubernetes and Docker. Modal Labs focuses on serving startups and later-stage companies with a usage-based pricing model, charging per GPU hour. Bernhardsson highlights the inefficiencies in GPU utilization, noting that many companies overcommit resources, and emphasizes Modal's approach of scaling up and down to ensure clients pay only for actual usage. He also shares his perspective on the GPU market, predicting Nvidia's dominance in the near term but expressing optimism about future competition from alternatives like Google's TPUs and AMD. Additionally, he critiques the complexity of CUDA programming and anticipates the development of more user-friendly solutions in the coming years.
• (02:32:07) - Adam Foroughi, CEO and co-founder of AppLovin, discusses the company's origins in 2012, focusing on providing advertisers with revenue-based pricing models for mobile game advertising. He highlights the challenges faced in securing venture capital funding, noting skepticism about competition from tech giants like Google and Facebook. Foroughi also emphasizes the importance of AI in enhancing advertising effectiveness and the company's commitment to maintaining a lean, high-performing team culture.
• (03:00:11) - David Senra is the creator of the Founders Podcast, where he delves into the lives and strategies of history's most successful entrepreneurs. In this conversation, he discusses his collaboration with Rob Moore and Andrew Huberman on a new show, emphasizing their shared commitment to quality and innovation. Senra also reflects on his approach to podcasting, highlighting his dedication to delivering concise, impactful content that respects the audience's time and attention.

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• (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 productivity and reshape the industry. He also explores the broader implications of AI integration into daily life, touching on topics such as the evolution of user interactions with AI models, the role of open-source AI, and the cultural significance of media like the anime "Evangelion." Additionally, Roon reflects on the dynamics of talent acquisition in the AI sector and the interplay between legal frameworks and innovation in the U.S. economy.
• (02:30:58) - 𝕏 Timeline Reactions

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• (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 manufacturing, to the U.S., highlighting the TSMC Arizona project as an example. He also touches on China's manufacturing capabilities, the importance of co-location in production, and the complexities of reshoring industries to the United States.
• (02:02:46) - Garrett Langley, founder and CEO of Flock Safety, discusses the company's mission to eliminate crime through innovative technology, including the deployment of drones to enhance public safety. He highlights the effectiveness of their solutions in assisting law enforcement, noting that Flock Safety's technology has contributed to solving approximately 10% of reported crimes in the U.S. Langley also emphasizes the importance of community engagement and transparency in implementing these technologies to ensure they serve the public effectively.
• (02:30:49) - Matan Grinberg, CEO and co-founder of Factory, an AI company specializing in autonomous software development agents, discusses the company's mission to bring autonomy to software engineering through their model-agnostic "droids," which have achieved top rankings in the Terminal Bench benchmark. He emphasizes the importance of addressing the entire software development lifecycle, including tasks like code review, documentation, and testing, to prevent bottlenecks and enhance overall efficiency. Additionally, Grinberg announces a $50 million funding round from NEA, JP Morgan, and Nvidia, highlighting the company's growth and commitment to advancing AI-driven software development solutions.
• (02:40:54) - Francis Pedraza, founder and chairman of Invisible Technologies, discusses the company's recent $100 million fundraising and its profitable scaling to $134 million in revenue last year. He highlights Invisible's unique approach of building custom AI applications for enterprises and governments, contrasting it with traditional SaaS models by offering end-to-end solutions rather than just tools. Pedraza also emphasizes the company's commitment to AI training, noting their ability to hire thousands of experts weekly to enhance model accuracy and performance.
• (02:50:11) - David Paffenholz, CEO and co-founder of Juicebox (PeopleGPT), discusses how his company leverages AI to enhance recruitment by identifying hard-to-find talent through large language models that analyze diverse data sources. He emphasizes the increasing importance of hiring the right talent in an AI-driven world, noting that as AI amplifies individual productivity, securing top-tier professionals becomes crucial. Paffenholz also highlights Juicebox's flexible pricing models, including per-seat SaaS subscriptions and usage-based fees, with aspirations to move towards outcome-based pricing in the future.
• (02:59:23) - 𝕏 Timeline Reactions

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• (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 emphasizes the importance of aligning AI solutions with business outcomes, advocating for outcome-based pricing models where clients pay for successfully completed tasks, ensuring that Sierra's services directly contribute to measurable business improvements. Taylor also highlights the challenges incumbent software companies face in adapting to AI advancements, noting that transitioning both technology and business models is complex, and that startups like Sierra have the advantage of agility and focus in this rapidly evolving landscape.
• (01:31:07) - Joe Lonsdale is a serial entrepreneur and venture capitalist, known for co-founding Palantir Technologies and serving as managing partner at 8VC. In the conversation, he discusses the rapid growth and high valuations in the AI sector, emphasizing the importance of investing in top talent and innovative ideas. He also highlights the potential of AI to transform various industries, including healthcare and construction, and shares insights on the evolving startup landscape in Texas.
• (01:59:04) - 𝕏 Timeline Reactions
• (02:07:16) - Jim Cramer's Daily Ritual
• (02:11:50) - VCs Scramble For AI Darlings
• (02:22:27) - 𝕏 Timeline Reactions
• (02:26:59) - Riley Walz, a 23-year-old software engineer, discusses his creation of "Find My Parking Cops," an app that used publicly available data to track San Francisco parking enforcement officers in real time, allowing users to see their locations and ticketing activity. He explains how he identified predictable patterns in ticket ID numbers to scrape this data, leading to the app's rapid viral success. However, within four hours of its launch, the city altered its website to block data access, effectively disabling the app.
• (02:43:20) - 𝕏 Timeline Reactions

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• (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 investors, many entering the crypto space for the first time, as a testament to the maturity of the crypto and stablecoin landscape. Woodford also emphasizes Zero Hash's role in powering Interactive Brokers' crypto product and mentions upcoming collaborations with Morgan Stanley and SoFi to integrate crypto trading and stablecoin functionalities into their platforms.
• (01:00:40) - Carriednointerest, a prominent anonymous poster, discusses the impact of artificial intelligence (AI) on private equity (PE) software roll-ups, highlighting the shift from growth-at-all-costs strategies to a focus on operational efficiency and value creation. He emphasizes that AI's ability to streamline operations and enhance customer interactions necessitates that PE firms adapt by integrating AI-driven efficiencies to maintain competitive advantages. Additionally, he notes that while AI presents opportunities for cost reduction and improved service delivery, it also poses challenges, such as the potential for increased competition and the need for firms to reassess their investment strategies in light of technological advancements.
• (01:22:39) - Secrets of Roblox Exposed
• (01:54:02) - Ryan Anderson, CEO and founder of Filevine, a leading legal work platform, discusses the company's recent $400 million Series E funding round, emphasizing its significance in the legal tech industry. He shares his journey from practicing law to establishing Filevine in 2015, driven by the need for better task management solutions in legal practice. Anderson also highlights the integration of AI into Filevine's platform, enhancing efficiency and client service for legal professionals.
• (02:09:24) - Katherine Boyle, a General Partner at Andreessen Horowitz and co-founder of its American Dynamism practice, discusses the launch of dynamic tech defense reform aimed at overhauling defense procurement processes to better integrate emerging technologies. She highlights the bipartisan consensus in Washington on the necessity of these reforms, emphasizing the removal of past performance requirements to level the playing field for startups. Boyle also underscores the importance of rebuilding American manufacturing capabilities, particularly in defense and aerospace sectors, to maintain a competitive edge against global adversaries.
• (02:27:23) - Ash Egan, founder and General Partner of Archetype, a New York-based venture capital firm, has been investing in the crypto space for over a decade. In the conversation, he discusses his early interest in Ethereum and smart contracts, his investment in Chainalysis, and the evolution of meme coins and decentralized autonomous trusts (DATs). He also highlights the growing institutional appetite for crypto and the importance of community-driven infrastructure in the sector.
• (02:38:02) - Mahyar Raissi, co-founder and CEO of OpenPhone, discusses the company's rebranding from Kuo to OpenPhone, emphasizing the need for businesses to efficiently manage communications to prevent revenue loss. He highlights the platform's evolution from a simple phone app to a comprehensive, AI-enhanced communication tool tailored for small to medium-sized businesses. Raissi also shares that OpenPhone has raised approximately $105 million in funding, with significant contributions from General Catalyst Fund, to support their rapid growth and customer acquisition strategies.
• (02:47:06) - Nick Gomez, founder and CEO of Inkeep, discusses his company's recent $13 million seed funding aimed at developing AI assistants for technical companies like Anthropic and Midjourney. He highlights the challenges faced by engineering and support teams in creating and managing these assistants, emphasizing the need for tools that cater to both technical and non-technical users. To address this, Inkeep has launched a no-code plus code visual builder and TypeScript SDK, enabling teams to build AI agents that are accessible to support teams while offering a robust developer experience for engineers.
• (02:55:36) - Lorenz Meier, CEO and Co-Founder of Auterion, is renowned for creating the PX4 autopilot system, an open-source platform that has become a standard in the drone industry. In the conversation, he discusses Auterion's development of a common operating system for drones, enabling interoperability across various manufacturers and enhancing autonomy on the edge. He emphasizes the importance of deploying AI applications on a unified OS to achieve supremacy in autonomous systems, highlighting the company's commitment to building the "brains" behind drones rather than the hardware itself.
• (03:02:59) - Zane Hengsperger, founder of Nox Metals, a Y Combinator-backed company, discusses securing $4.6 million in funding to establish Factory 1, aiming to supply tube and plate metals to factories across the Midwest and beyond. He emphasizes the importance of integrating debt into the business model to manage inventory effectively and highlights the challenges in developing supplier relationships due to industry incumbents. Hengsperger also notes that while targeting small to medium machine shops, the ultimate goal is to serve original equipment manufacturers (OEMs) to address broader issues in the metal supply chain.

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Numeral - https://www.numeralhq.com

Polymarket - https://polymarket.com

Attio - https://attio.com/tbpn

Fin - https://fin.ai/tbpn

Graphite - https://graphite.dev

Restream - https://restream.io

Profound - https://tryprofound.com

Julius AI - https://julius.ai

turbopuffer - https://turbopuffer.com

fal - https://fal.ai

Privy - https://www.privy.io

Cognition - https://cognition.ai

Follow TBPN: 

https://TBPN.com

https://x.com/tbpn

https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231

https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235

https://www.youtube.com/@TBPNLive

• (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, and podcasting. He also serves as President of Happy Dad Hard Seltzer & Tea and leads the Shots Podcast Network. He’s known for his ability to pivot from apps to multimedia ventures, working with influencers and creative talent, blending media, marketing, and branding in youth-oriented digital culture.
• (01:45:43) - 𝕏 Timeline Reactions
• (02:00:30) - Laura Deming, a venture capitalist and founder of the Longevity Fund, discusses her work at Until Labs, where she aims to develop hibernation pods akin to those in science fiction, with the immediate goal of cryopreserving human organs to improve transplant logistics. She highlights the challenges of scaling cryopreservation from embryos to human organs, emphasizing the need to prevent ice formation during the freezing process. Deming also touches on the potential future applications of this technology, including long-term space travel and extending human lifespan by pausing biological processes.
• (02:27:05) - 𝕏 Timeline Reactions
• (02:31:17) - Kimbal Musk, an entrepreneur and philanthropist, co-founded The Kitchen Restaurant Group and the nonprofit Big Green, focusing on sustainable food systems and education. In the conversation, he discusses the success of Nova Sky Stories' Vatican show, which attracted 300,000 attendees, and highlights plans for future large-scale drone art performances worldwide. He also emphasizes the importance of expanding their drone fleet to meet growing demand and maintaining a 100% safety record.
• (02:49:01) - Steven Glinert, CEO of Sphere Semi, announced the company's successful $12 million funding round led by Acme Capital and Future Ventures, bringing their total funding to $20 million. He emphasized Sphere Semi's focus on revolutionizing analog semiconductor design through AI, aiming to automate the traditionally manual process and enhance efficiency. Glinert also highlighted the company's strategic expansion into the defense sector, particularly in developing RF components, and plans to venture into mixed-signal chips to meet the growing demands of data centers.
• (02:57:29) - Ethan Barajas, co-founder and CEO of Icarus Robotics, is leading the development of dexterous, free-flying robots designed to perform routine maintenance and logistics tasks aboard spacecraft, thereby allowing astronauts to focus on scientific research and manufacturing. These robots, which can be controlled from the ground, aim to reduce the high costs associated with astronaut labor, estimated at $135,000 per hour. Icarus Robotics has secured a $6.1 million seed funding round and plans to launch their robots to the International Space Station by late 2026 or early 2027 for a year-long testing phase.
• (03:06:10) - Austin Petersmith, co-founder and CEO of Howie.ai, discusses the company's recent $6 million seed funding and the launch of their AI-powered scheduling assistant, Howie, which combines advanced models with human oversight to optimize meeting arrangements. He explains the product's pricing tiers—$35 per month for the base version and $145 for the Pro version, which offers white-labeling and advanced preferences—and addresses the challenges of balancing AI automation with human verification to ensure accuracy. Petersmith also shares insights into the competitive landscape, emphasizing the complexities of developing such a product and expressing confidence in Howie.ai's ability to stay ahead by continually enhancing their offerings.

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

Polymarket - https://polymarket.com

Attio - https://attio.com/tbpn

Fin - https://fin.ai/tbpn

Graphite - https://graphite.dev

Restream - https://restream.io

Profound - https://tryprofound.com

Julius AI - https://julius.ai

turbopuffer - https://turbopuffer.com

fal - https://fal.ai

Privy - https://www.privy.io

Cognition - https://cognition.ai

Follow TBPN: 

https://TBPN.com

https://x.com/tbpn

https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231

https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235

https://www.youtube.com/@TBPNLive

• (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 approach and pro-business stance, and touches on the UK's focus on growth, particularly in the tech and R&D sectors, as it seeks to strengthen its position post-Brexit.
• (47:30) - Johnny Carson's Former Home Lists for $110M
• (53:56) - 𝕏 Timeline Reactions
• (01:28:53) - Aaron Slodov, CEO and co-founder of Atomic Industries, is leading efforts to revitalize American manufacturing through advanced technologies. In the conversation, he discusses the company's recent Series A funding, plans to expand manufacturing facilities in Detroit, and the integration of AI and automation to enhance production efficiency. He also highlights the importance of reindustrializing the U.S. to strengthen the industrial base and reduce reliance on foreign manufacturing.
• (01:46:27) - 𝕏 Timeline Reactions
• (01:51:40) - Ariana Thacker, founder and CEO of MoldCo, transitioned from venture capital to entrepreneurship after her personal battle with mold toxicity. In the conversation, she discusses MoldCo's mission to revolutionize mold-related illness treatment by offering accessible, evidence-based care through virtual platforms, including specialized lab tests and treatments guided by mold-trained clinicians. She also highlights the company's recent $8 million funding round, emphasizing the growing awareness and need for effective solutions to mold exposure and its health impacts.
• (02:01:57) - Will Hurd, a former CIA officer and U.S. Representative for Texas's 23rd district, is now the Chief Strategy Officer at Chaos Industries, a defense technology company. In the conversation, he discusses his journey from studying computer science at Texas A&M University to serving in the CIA, where he was stationed in India, Pakistan, and Afghanistan, and later transitioning into politics due to his experiences briefing Congress. He highlights the importance of integrating technological expertise into government to address national security challenges, emphasizing the need for innovation in defense technologies to maintain U.S. superiority.
• (02:27:53) - Sam Ross, co-founder and CEO of Numeral, a company specializing in automating sales tax compliance for e-commerce and SaaS businesses, discusses Numeral's recent $35 million funding round at a $350 million valuation, following a Series A led by Benchmark earlier this year. He highlights the challenges of sales tax compliance faced during his time running a vitamin gummy e-commerce business, which led to the creation of Numeral to simplify this process. Ross also touches on the impact of AI on business models, noting that while AI is central to current fundraising efforts, it has led to increased operational costs, such as higher AWS bills, though he remains optimistic about future efficiencies.
• (02:48:04) - 𝕏 Timeline Reactions

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

Polymarket - https://polymarket.com

Attio - https://attio.com/tbpn

Fin - https://fin.ai/tbpn

Graphite - https://graphite.dev

Restream - https://restream.io

Profound - https://tryprofound.com

Julius AI - https://julius.ai

turbopuffer - https://turbopuffer.com

fal - https://fal.ai

Privy - https://www.privy.io

Cognition - https://cognition.ai

Follow TBPN: 

https://TBPN.com

https://x.com/tbpn

https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231

https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235

https://www.youtube.com/@TBPNLive

• (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, including the creation of 350 new jobs and establishing London as the European defense headquarters. Mosley emphasizes the UK's unique talent pool and the importance of interoperability among Western allies, drawing lessons from the war in Ukraine.
• (57:48) - 𝕏 Timeline Reactions
• (01:14:46) - Brendan Foody, CEO and co-founder of Mercor, discusses the company's rapid growth from a $1 million to a $500 million revenue run rate in 17 months, attributing this success to their AI-driven platform that connects specialized global talent with AI development opportunities. He highlights the shift in AI model evaluation from academic benchmarks to professional domains, emphasizing the need for human-defined success criteria to train models effectively. Foody also touches on the importance of staying at the frontier of AI advancements and the challenges of predicting future demand in a rapidly evolving industry.
• (01:31:08) - Darren Mowry, Managing Director for North America at Google Cloud, discusses the rapid evolution of AI and its impact on startups, highlighting the increased demand for AI infrastructure and the swift consumption of Google Cloud credits by startups. He emphasizes Google's commitment to supporting these startups through advanced AI models like Gemini and partnerships with companies such as Anthropic and Meta, enabling seamless integration and innovation. Mowry also notes the significance of Google's AI Builders Summit, bringing together founders and builders to explore AI's transformative role across various industries.
• (01:38:14) - Kayvon Beykpour, co-founder of Periscope and former Twitter product leader, discusses the evolution of Periscope from its initial concept as "Bounty," a platform for requesting photos from specific locations, to its transformation into a live video streaming service. He highlights the challenges of building a live-focused social network and emphasizes the importance of integrating live streaming features into existing platforms. Beykpour also introduces his new venture, Macroscope, an AI-powered tool designed to help developers and product managers understand codebases, track changes, and identify bugs, aiming to enhance productivity and reduce time spent in meetings.
• (02:02:37) - Mukund Jha, co-founder and CEO of Emergent, discusses the company's AI-powered platform that enables non-technical users to transform ideas into fully functional, production-ready applications. Since its launch three months ago, Emergent has attracted over a million users who have built more than 1.5 million apps, with a significant portion being monetizable. Jha highlights the platform's unique ability to support web, mobile, and backend development in one integrated system, catering to a diverse user base from business owners digitizing their operations to entrepreneurs launching startups.
• (02:08:57) - 𝕏 Timeline Reactions
• (02:19:23) - Noah Löfquist discusses his work on developing computer use agents—software designed to automate tasks by training foundation models to operate computers like humans. He emphasizes the importance of high-quality data, noting that much of it can be synthetically generated, and highlights the initial focus on automating monotonous tasks such as managing emails and scheduling. Lfquist envisions a future where these agents seamlessly integrate structured outputs and APIs to efficiently perform a wide range of computer-based activities.
• (02:24:13) - 𝕏 Timeline Reactions
• (02:31:24) - Dan Lahav is the co-founder and CEO of Irregular, an AI security company that recently emerged from stealth with $80 million in funding. In the conversation, Lahav discusses Irregular's mission to collaborate with leading AI labs like OpenAI and Anthropic to proactively identify and mitigate potential security threats posed by advanced AI models. He emphasizes the importance of developing high-fidelity simulations to test AI systems under various scenarios, aiming to build the next generation of defenses ahead of potential attacks.
• (02:39:58) - Ben Milne, founder and CEO of Brale, has been a fintech innovator for over a decade, previously establishing Dwolla. In the conversation, he discusses Brale's mission to simplify stablecoin creation, reducing the process from a costly, lengthy endeavor to an affordable, rapid one, enabling businesses to launch custom stablecoins efficiently. Milne emphasizes the benefits of stablecoins in reducing costs, generating revenue, and offering customization, while ensuring interoperability across various blockchain platforms.

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

Polymarket - https://polymarket.com

Attio - https://attio.com/tbpn

Fin - https://fin.ai/tbpn

Graphite - https://graphite.dev

Restream - https://restream.io

Profound - https://tryprofound.com

Julius AI - https://julius.ai

turbopuffer - https://turbopuffer.com

fal - https://fal.ai

Privy - https://www.privy.io

Cognition - https://cognition.ai

Follow TBPN: 

https://TBPN.com

https://x.com/tbpn

https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231

https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235

https://www.youtube.com/@TBPNLive

• (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, and direct messaging, emphasizing the need to adapt to user preferences to remain relevant.
• (01:45:21) - Connor Hayes discusses Threads' rapid growth, noting it has surpassed 400 million monthly active users, and highlights its global reach.
• (01:51:31) - Roberto Nickson discusses his enthusiasm for the Meta Ray-Ban smart glasses, highlighting the natural feel of the electromyography band and its potential as a creator tool for capturing behind-the-scenes and point-of-view content.
• (01:54:01) - Alexandr Wang discusses the rapid establishment of the AI lab, emphasizing Meta's unparalleled resources and talent density, which he believes position the company to achieve superintelligence.
• (02:01:31) - Andrew Bosworth, Meta's Chief Technology Officer, discusses the company's advancements in augmented reality (AR) and artificial intelligence (AI), highlighting the development of Orion AR glasses and the integration of AI into wearable technology.
• (02:16:26) - Eva Chen, Meta's Vice President of Fashion Partnerships, discusses the integration of stylish design and advanced technology in products like the Ray-Ban Meta smart glasses, emphasizing their seamless fit into everyday fashion.
• (02:21:56) - Tiffany Janzen, founder of TiffinTech, discusses her excitement about Meta's product announcements at Meta Connect 2025, particularly the Meta Ray-Ban displays, highlighting their potential to revolutionize content creation by enabling instantaneous capture of organic moments.
• (02:28:06) - Mark Zuckerberg discusses the future of augmented reality (AR) glasses and their integration with artificial intelligence (AI).
• (02:39:51) - Alex Himel, Meta's Vice President of Wearables, discusses the company's latest advancements in wearable technology, including the second generation of Ray-Ban Meta glasses with improved battery life, image quality, and an AI mode for the camera.
• (02:46:51) - Rocco Basilico, Chief Wearables Officer at Luxottica, recounts how his passion for integrating technology with eyewear led him to proposing a collaboration that eventually resulted in the Ray-Ban Meta smart glasses.
• (02:52:31) - James Cameron discusses his enthusiasm for virtual reality (VR) as a medium for cinematic experiences.
• (03:00:46) - Vishal Shah, Vice President of the Metaverse at Meta, discusses the company's progress in developing immersive experiences, emphasizing the role of generative AI in enabling users to create virtual environments.

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

Polymarket - https://polymarket.com

Attio - https://attio.com/tbpn

Fin - https://fin.ai/tbpn

Graphite - https://graphite.dev

Restream - https://restream.io

Profound - https://tryprofound.com

Julius AI - https://julius.ai

turbopuffer - https://turbopuffer.com

fal - https://fal.ai/

Privy - privy.io

Follow TBPN: 

https://TBPN.com

https://x.com/tbpn

https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231

https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235

https://www.youtube.com/@TBPNLive

• (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-service deployment, differentiating from competitors like Salesforce. Mukherjee also emphasizes their lean team structure, with 25 engineers and 10 field and sales personnel, enabling rapid product development and customer integration.
• (01:37:00) - Tony Holdstock, co-founder and CEO of Ingest, discusses the company's recent $21 million Series A funding round led by Altimeter Capital, with continued investment from Andreessen Horowitz. He explains that Ingest offers an asynchronous execution platform enabling developers to build durable workflows as step functions, simplifying infrastructure management. Holdstock highlights the platform's applications in AI and AI agents, emphasizing its role in accelerating product iteration by abstracting complex infrastructure tasks.
• (01:47:20) - Tomer London, co-founder and Chief Product Officer of Gusto, leads the development and execution of the company's product vision, focusing on modernizing payroll, benefits, and compliance for small businesses. In the conversation, he discusses Gusto's new features aimed at improving cash flow for small businesses, including faster payroll processing options like next-day, same-day, and instant payroll, as well as a partnership with Paraffin to offer Payroll Bridge, a solution to help businesses meet payroll even when funds are short. He emphasizes the importance of addressing cash flow challenges to alleviate the stress small business owners face when they can't meet payroll obligations.
• (02:05:05) - Andrei Serban is the Founder and CEO of Console, a company that automates IT support using AI agents. In the conversation, he discusses Console's recent $23 million Series A funding led by DST Global and Thrive Capital, and explains how their AI agents integrate with organizational systems to handle tasks like password resets and access requests directly within Slack, aiming to reduce the support.
• (02:17:40) - Andrew Yang, an entrepreneur and former 2020 Democratic presidential candidate, is known for advocating Universal Basic Income (UBI) to address job displacement due to automation. In the conversation, he discusses his new venture, Noble Mobile, a mobile service provider aiming to reduce costs for consumers by offering unlimited data plans with potential cash-back incentives for lower usage, and highlights the ease of switching carriers using eSIM technology.
• (02:36:30) - Tim Higgins, a business columnist at The Wall Street Journal and former Apple beat reporter, discusses his new book, "I Wore," which explores Apple's dominance in the digital world and the challenges posed by rivals like Epic Games and Spotify. He highlights the ongoing debates over Apple's App Store policies, including the 15-30% commission, and the broader implications of antitrust scrutiny on the company's future innovations, particularly in AI. Higgins also notes the potential distractions these legal battles pose for Apple, drawing parallels to Microsoft's past antitrust issues.
• (02:52:40) - Alexander Embiricos, the product lead for OpenAI's Codex, discusses the recent launch of a new Codex model, highlighting its integration across various coding environments and its evolution into an AI teammate capable of independent task execution. He emphasizes the model's adaptability in dynamically adjusting response times based on query complexity and notes a significant increase in usage due to continuous improvements. Embiricos also addresses the importance of prompt engineering and the challenges in steering AI agents effectively.

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

Polymarket - https://polymarket.com

Attio - https://attio.com/tbpn

Fin - https://fin.ai/tbpn

Graphite - https://graphite.dev

Restream - https://restream.io

Profound - https://tryprofound.com

Julius AI - https://julius.ai

turbopuffer - https://turbopuffer.com

fal - https://fal.ai/

Privy - privy.io

Follow TBPN: 

https://TBPN.com

https://x.com/tbpn

https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231

https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235

https://www.youtube.com/@TBPNLive

• (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 into Nvidia, highlighting the potential for significant fines and the strategic timing of the probe amid U.S.-China trade negotiations. He also examines the complexities surrounding TikTok's operations in the U.S., emphasizing the legal challenges and geopolitical considerations influencing the platform's future.
• (01:01:16) - Timeline Reactions
• (02:30:22) - Pete Shadbolt, co-founder and Chief Scientific Officer of PsiQuantum, a quantum computing company based in the Bay Area, discusses the company's journey from academic research to securing a $1 billion funding round aimed at building large-scale quantum computers. He highlights their focus on developing a million-qubit system by leveraging semiconductor manufacturing, partnerships with entities like GlobalFoundries, and collaborations with governments in Australia and the U.S. to establish quantum computing facilities. Shadbolt emphasizes the strategic importance of quantum computing, its potential applications in fields like chemistry and materials science, and the necessity of substantial investment and innovation to overcome technical challenges and achieve practical, error-corrected quantum systems.
• (02:44:43) - Sadi Khan, co-founder and CEO of Aven, discusses the company's innovative home equity-backed credit card, which offers homeowners the ability to secure lower interest rates and earn 2% unlimited cash back on all transactions. By streamlining the traditionally lengthy HELOC process to just 15 minutes through advanced automation, including remote wet signatures executed by robotic arms, Aven provides a seamless and efficient borrowing experience. Khan also highlights the company's recent Series E funding and emphasizes Aven's commitment to offering the lowest cost of capital to consumers, regardless of fluctuating interest rate environments.
• (02:51:41) - Lukas Czinger, Vice President of Operations, Automation, and Manufacturing at Divergent 3D, discusses the company's recent $290 million Series E funding round, which will enable the expansion of their Los Angeles campus and the establishment of new facilities across the U.S. He emphasizes the strategic importance of locating these facilities near key defense and automotive clients to enhance collaboration and logistics. Additionally, Czinger highlights the versatility of Divergent's digital manufacturing platform, capable of seamlessly producing diverse products without downtime, and shares updates on the Czinger 21C hypercar, noting multiple deliveries in the U.S. and Europe, with plans for future variants and models.
• (03:00:54) - Kyle Samani, co-founder and managing partner of Multicoin Capital, a leading cryptocurrency investment firm, discusses raising $1.65 billion in two weeks for Ford Industries, aiming to establish it as a top digital asset treasury company with aspirations of becoming a $50 billion publicly traded entity. He highlights the strategic team collaboration with Jump and Galaxy, emphasizes opportunities in mergers and acquisitions, and outlines plans to leverage capital market structures to enhance shareholder value.
• (03:11:47) - Timeline Reactions

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

Polymarket - https://polymarket.com

Attio - https://attio.com/tbpn

Fin - https://fin.ai/tbpn

Graphite - https://graphite.dev

Restream - https://restream.io

Profound - https://tryprofound.com

Julius AI - https://julius.ai

turbopuffer - https://turbopuffer.com

fal - https://fal.ai/

Follow TBPN: 

https://TBPN.com

https://x.com/tbpn

https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231

https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235

https://www.youtube.com/@TBPNLive

• (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

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

Polymarket - https://polymarket.com

Attio - https://attio.com/tbpn

Fin - https://fin.ai/tbpn

Graphite - https://graphite.dev

Restream - https://restream.io

Profound - https://tryprofound.com

Julius AI - https://julius.ai

Turbopuffer - https://turbopuffer.com

Fal.AI - fal.ai

Follow TBPN: 

https://TBPN.com

https://x.com/tbpn

https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231

https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235

https://www.youtube.com/@TBPNLive

• (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

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

Polymarket - https://polymarket.com

Attio - https://attio.com/tbpn

Fin - https://fin.ai/tbpn

Graphite - https://graphite.dev

Restream - https://restream.io

Profound - https://tryprofound.com

Julius AI - https://julius.ai

turbopuffer - https://turbopuffer.com

fal - https://fal.ai/

Follow TBPN: 

https://TBPN.com

https://x.com/tbpn

https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231

https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235

https://www.youtube.com/@TBPNLive

• (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 about joining Lightspeed, emphasizing the firm's comprehensive support for companies from seed stage through IPO and beyond. He also highlights plans to enhance Lightspeed's media presence through platforms like TikTok and Instagram, aiming to authentically share founders' stories and differentiate the firm's brand in the venture capital landscape.
• (01:30:44) - Nico Rosberg, a German-Finnish former racing driver, won the 2016 Formula One World Championship with Mercedes before retiring days later. He discusses his transition from racing to venture capital, founding Rosberg Ventures to invest in top-tier VC funds and bridge European corporates with innovative U.S. startups. Rosberg also highlights the challenges European car manufacturers face in adopting new technologies and the rapid advancements of Chinese electric vehicle companies.
• (02:01:02) - Nir Zicherman, CEO and co-founder of Oboe, previously co-founded Anchor and served as VP of Audiobooks at Spotify. In the conversation, he introduces Oboe as an AI-driven platform designed to create personalized, multimodal courses on any topic, aiming to make learning more accessible and engaging. Zicherman emphasizes the importance of multimodal learning experiences, including text, audio, and interactive elements, to cater to diverse learning preferences.
• (02:09:42) - Amjad Masad, CEO of Replit, discusses the company's recent $250 million funding round at a $3 billion valuation, highlighting the launch of Agent 3, an autonomous AI tool designed to test, fix code, and build custom workflows. He emphasizes Replit's mission to democratize software development, enabling individuals without coding experience to create applications through natural language interactions. Masad also envisions a future where AI agents can autonomously develop software, reducing the need for traditional coding and expanding access to software creation across various professions.
• (02:26:39) - Alex Mashrabov, CEO and co-founder of Higgsfield AI, is an entrepreneur specializing in consumer generative AI products, with a background that includes leading AI initiatives at Snap Inc. He discusses Higgsfield's recent $50 million fundraising, the company's support for social media-native creators, and the rapid growth of their AI-generated content, which has surpassed 1.3 billion views in just five months. Additionally, he highlights the launch of Higgsfield Ventures to support the next wave of AI startups and shares insights into the future of AI-driven content creation, predicting that in three years, every second video will be AI-generated, with Higgsfield playing a significant role in this transformation.
• (02:35:10) - Stefan Cohen, a Partner at Bain Capital Crypto, has been leading the firm's crypto investments since 2016, focusing on areas like layer 1 infrastructure, scaling solutions, DeFi, and privacy. In the conversation, he discusses the firm's flexible investment strategy, which includes both liquid tokens and early-stage projects, emphasizing long-term positions over active trading. He also highlights the importance of supporting founders with unconventional ideas, noting that many successful companies start with concepts that are initially hard to believe.
• (02:47:10) - Rohan Kodialam, co-founder and CEO of Sphinx, discusses how his company is developing AI copilots to transform raw data into actionable business insights, particularly focusing on tabular and time-series data that traditional large language models struggle with. He highlights their initial work with hedge funds, providing tools for quantitative analysts to extract valuable insights from data more efficiently. Kodialam also touches on Sphinx's go-to-market strategy, which includes both enterprise sales and a bottom-up approach targeting data scientists frustrated with existing tools, and emphasizes their focus on building transformative solutions over immediate monetization.
• (02:52:49) - Timothy Luchini, CEO of Intramotev Autonomous Rail, discusses the development of battery-electric autonomous railcars designed to enhance the efficiency and flexibility of freight transportation. By equipping individual railcars with self-propulsion capabilities, these vehicles can operate independently or integrate into traditional long trains, facilitating more frequent and adaptable freight movements. This innovation aims to reduce idle times, lower greenhouse gas emissions, and make rail transport more competitive with trucking by offering faster and more flexible delivery options.
• (03:01:26) - Marc Boroditsky, Chief Revenue Officer at Nebius, brings extensive experience from leadership roles at Twilio, Oracle, and Cloudflare. He discusses Nebius's recent $17.4 billion partnership with Microsoft to provide AI infrastructure, highlighting the company's focus on building AI infrastructure for startups and enterprises. Boroditsky emphasizes Nebius's commitment to delivering comprehensive AI solutions, including model creation, training, and inference capabilities, to support customers from development to production.
• (03:09:44) - Michael Tannenbaum, CEO of Figure Technology Solutions, discusses the company's recent IPO, highlighting its growth and profitability, the $185 billion total addressable market in private credit, and its leadership in tokenizing real-world assets on blockchain. He explains how Figure's technology streamlines loan origination and capital markets, citing a partnership with Houzz that reduces loan processing costs by $11,000 and shortens timelines from 45 to 5 days. Reflecting on the IPO process, Tannenbaum notes the shift towards virtual meetings post-COVID and emphasizes the importance of public markets for growth and branding, drawing parallels to his experience at SoFi.

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

Polymarket - https://polymarket.com

Attio - https://attio.com/tbpn

Fin - https://fin.ai/tbpn

Graphite - https://graphite.dev

Restream - https://restream.io

Profound - https://tryprofound.com

Julius AI - https://julius.ai

turbopuffer - https://turbopuffer.com

fal - https://fal.ai/

Follow TBPN: 

https://TBPN.com

https://x.com/tbpn

https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231

https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235

https://www.youtube.com/@TBPNLive

• (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 companies, suggesting they consider buying shares instead of just the products. This engagement significantly boosted his social media following, increasing from 260,000 to over 419,000, with some posts garnering 40 million views.
• (17:44) - Sebastian Siemiatkowski, co-founder and CEO of Klarna, a Swedish fintech company, discusses the company's journey from its inception to its recent IPO, highlighting the challenges faced, including early cash flow issues and the strategic shift towards consumer services. He emphasizes the importance of global expansion, particularly in the U.S. market, and the role of AI in enhancing operational efficiency and customer experience. Siemiatkowski also reflects on the significance of building transparent financial products that cater to consumers seeking alternatives to traditional credit cards.
• (41:44) - David Sandström, Chief Marketing Officer at Klarna, discusses his journey from leading a major Nordic ad agency to transforming Klarna from a traditional B2B financial institution into a vibrant consumer lifestyle brand. He emphasizes the importance of understanding consumer behavior and the psychology behind brand preferences, highlighting the strategic decision to adopt pink branding to differentiate Klarna in the predominantly blue financial sector. Sandström also explores the cultural differences between European and American markets, noting the U.S. consumer's appreciation for marketing and entrepreneurial success, and discusses Klarna's expansion strategies, including the introduction of in-store payment options and a physical card to meet consumer demand.
• (52:32) - Mati Staniszewski, co-founder and CEO of ElevenLabs, a voice AI research company, recently joined Klarna's board of directors. In his conversation, he discusses how he met Klarna's CEO, Sebastian Siemiatkowski, through a Sequoia event, leading to their collaboration on integrating AI to enhance customer service and internal processes. He emphasizes the importance of using AI to automate routine tasks while leveraging human expertise for complex issues, and highlights the growing European tech ecosystem, particularly in Sweden and Poland, encouraging founders to think globally from the outset.
• (01:09:26) - Andrew Reed, a Partner at Sequoia Capital since 2014, has been instrumental in investments across various sectors, including fintech and consumer internet. In the conversation, he discusses Sequoia's initial investment in Klarna in 2010, the company's strategic expansion into the U.S. market, and the evolving landscape of the fintech industry, emphasizing the importance of innovation and adaptability in a competitive environment.
• (01:21:55) - Markus Villig, the Estonian entrepreneur and founder of Bolt, discusses his journey from starting the company at 19 to its expansion into global markets, emphasizing the importance of first establishing a strong home base before scaling internationally. He highlights the similarities between Bolt and Klarna in building two-sided marketplaces, noting the focus on supply-side growth to enhance consumer value. Villig also shares insights on the future of ride-sharing, the impact of self-driving technology, and the role of artificial intelligence in improving operational efficiency.
• (01:43:05) - Lynn Martin, the 68th president of the New York Stock Exchange (NYSE) and the second woman to lead the exchange, discusses the recent surge in initial public offerings (IPOs), highlighting successful listings like Figma and Klarna, and emphasizes the importance of companies having a clear, deliberate strategy with a path to profitability when going public. She also notes the positive market response to Oracle's recent partnership with OpenAI, which led to a significant increase in Oracle's stock price. Additionally, Martin highlights the launch of NYSE Texas, which has attracted over 50 listed companies and 13 ETFs, attributing its success to Texas's pro-business legislation.

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

Polymarket - https://polymarket.com

Attio - https://attio.com/tbpn

Fin - https://fin.ai/tbpn

Graphite - https://graphite.dev

Restream - https://restream.io

Profound - https://tryprofound.com

Julius AI - https://julius.ai

turbopuffer - https://turbopuffer.com

fal - https://fal.ai/

Follow TBPN: 

https://TBPN.com

https://x.com/tbpn

https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231

https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235

https://www.youtube.com/@TBPNLive

• (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 as an underrated entrepreneur, noting the company's rapid growth and successful public offering.
• (24:17) - Jerry Qian, co-founder and CEO of Reacher, an AI-powered platform that automates creator marketing workflows for brands, discusses how Reacher helps brands find the right creators, personalize outreach, manage payments, and generate scripts to create viral content. He highlights the emergence of TikTok Shop as a significant social commerce platform and emphasizes the role of AI in enhancing creator marketing. Jerry also shares that Reacher has achieved $137,000 in monthly recurring revenue.
• (27:52) - Joshua Reeves, CEO and co-founder of Gusto, a company reimagining payroll and HR services for small businesses, discusses his journey from Stanford electrical engineering graduate to entrepreneur, highlighting his experience with Y Combinator's Winter 2012 batch and the early days of Gusto. He shares insights into the company's initial focus on payroll, the importance of using their own product before paying themselves, and the challenges of raising funds during a time when many startups were centered on social and mobile platforms. Reeves also reflects on the significance of customer-centricity, drawing inspiration from Steve Jobs' 2005 Stanford commencement speech, and emphasizes the value of understanding and serving customers to build a successful business.
• (33:28) - Bruno Koba, co-founder of Gauss, introduces their AI-driven investment analyst designed to assist retail investors in making informed decisions by monitoring markets, filtering noise, and delivering personalized insights. He emphasizes the platform's focus on reducing emotional investment mistakes and catering to thesis-driven investors who lack time for extensive market research. Bruno also shares his background, including roles at Nubank and Monashees, and mentions Gauss's subscription model, charging $19 per month, with plans to transition to a Registered Investment Advisor (RIA) model.
• (39:24) - Jason Cornelius, co-founder and CEO of Perseus Defense, discusses the development of affordable 16-inch guided missiles designed to counter drone threats. He highlights the limitations of existing counter-UAS solutions, such as electronic warfare and high-cost interceptors, and introduces Perseus Defense's cost-effective alternative, aiming to produce missiles for under $10,000 per unit. Cornelius also shares the company's rapid prototyping progress, including multiple missile iterations and live-fire tests, and mentions engagements with the Department of Defense to advance the technology's deployment.
• (44:53) - Farhan Khan, co-founder of Meteor and former University of Washington computer science student, discusses their AI-native browser designed to automate repetitive online tasks, positioning it as a superior alternative to Google Chrome. He explains that Meteor employs AI agents to handle activities like scheduling meetings and data entry, aiming to save users significant time. Farhan also shares his entrepreneurial journey, including previous projects and his decision to drop out of college to focus on building Meteor.
• (48:31) - Wyatt Lansford is the co-founder and CTO of Pally, a platform that consolidates contacts and conversations from various platforms into one place, utilizing on-device AI to maintain user privacy. In the conversation, Haz Hubble, Pally's founder, discusses the platform's functionality, emphasizing its local data processing to ensure privacy, and shares the company's growth metrics, including reaching over 3,500 users and achieving $125,000 in annual recurring revenue within two months of launch. He also recounts his entrepreneurial journey, highlighting his admiration for Richard Branson and an early venture selling FIFA Ultimate Team coins at age 12.
• (52:10) - Luigi Pederzani is the co-founder and CTO of mcp-use, an open-source toolkit that enables developers to build and deploy AI agents using the Model Context Protocol (MCP). In the conversation, he discusses mcp-use's open-source strategy, its growing GitHub repository with over 7,000 stars, and the company's bottom-up approach to enterprise adoption, similar to Supabase. He also mentions raising $6 million in funding and his previous experience in Zurich working on virtual try-on technology for e-commerce.
• (56:18) - Dhruv Roongta is a 20-year-old entrepreneur and co-founder of Slashy, an AI agent that integrates with various applications to automate repetitive tasks. In the conversation, he discusses how Slashy connects to tools like calendars, Gmail, and Notion to streamline workflows, reducing the need for manual input. He also shares that 40% of their batch uses Slashy, with a 30% week-over-week growth, and mentions that 30% of the VCs at Demo Day are utilizing the product for meeting preparation.
• (01:01:21) - Anmol Tukrel, CEO of Closera, a Y Combinator-backed startup, discusses how his company leverages AI to automate time-consuming tasks for commercial real estate brokers, such as creating sales materials—a process that traditionally takes four weeks and costs $5,000, but with Closera, can be completed in about five minutes. He also shares his background as a former Google product manager who monetized projects like Gemini and NotebookLM, and as the creator of iDentifi, an app aiding the visually impaired, which was featured in a Google commercial alongside notable figures.
• (01:05:23) - Joshua Browder, founder and CEO of DoNotPay, discusses the emergence of AI-driven solutions in niche sectors, highlighting a startup utilizing AI for waste collection. He emphasizes the potential for building substantial businesses in specialized areas that large AI models may overlook. Browder also reflects on his early entrepreneurial ventures, including selling jailbroken phone themes at age 13, and expresses admiration for Larry Ellison's pricing strategies and business acumen.
• (01:12:06) - Anson Yu is the founder of Normal, a company that automates hardware testing and compliance processes, focusing on robotics, drones, and other electrical components with radio features. He discusses how Normal streamlines testing infrastructure, which is often cumbersome or located overseas, to support teams in efficiently validating their hardware products. Since launching three weeks ago, Normal has achieved $35,000 in revenue and completed its funding round.
• (01:15:47) - Aden Clemente, CTO of Effigove, is developing an AI operating system for local governments, starting with a 24/7 311 call center service. He discusses the limited availability of 311 lines in cities and how Effigove's AI-driven solution aims to provide consistent information services to all municipalities, regardless of size. Clemente also shares that Effigove is live in one city with an $80,000 ARR and has two additional contracts pending.
• (01:22:10) - Zane Hengsperger, founder of Nox Metals, is revolutionizing the U.S. metal supply chain by integrating software and automation to deliver raw materials more efficiently to manufacturers. In the conversation, he discusses how his company purchases large metal billets, cuts them using advanced band saws, and supplies precisely sized blocks to clients like Hadrian for CNC machining. Hengsperger emphasizes the importance of reindustrializing America by enhancing factory efficiency through technology, aiming to provide next-day delivery of custom-cut metal blocks to factories n...

• (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. He emphasizes that Friend is designed to be more than a sycophantic AI, aiming to make users more confident and agentic, and notes that while the device may not appeal to everyone, many users have formed strong attachments, sending thousands of messages daily. Schiffmann also touches on the unique personality of Friend, shaped by years of development, and considers future economic models, including offering "life insurance" for the AI to preserve its memory and personality over time.
• (34:09) - OpenAI Backs AI Animated Feature Film (cont'd)
• (46:30) - Timeline
• (01:10:34) - China's Smart Glasses Domination
• (01:38:43) - Sunny Madra, an experienced entrepreneur and current COO and President at Groq, has a history of successful exits, including the sales of Autonomic to Ford and Xtreme Labs to Pivotal. In the conversation, he discusses the U.S. President's proactive approach to supporting technologists by addressing issues like export controls and tariffs, emphasizing the administration's commitment to enabling innovation and ensuring America's leadership in AI and technology.
• (01:52:18) - Scott Wu, CEO and co-founder of Cognition AI, is a renowned competitive programmer and entrepreneur who has led the development of Devin, an autonomous AI software engineer. In the conversation, Wu discusses Cognition's recent $10.2 billion valuation following a funding round led by Founders Fund, the integration of Windsurf's products with Devin to enhance software engineering efficiency, and the company's focus on automating engineering tasks to reduce developer toil. He also addresses concerns about AI-generated code security, emphasizing the importance of existing engineering processes like code reviews, and highlights the potential for AI tools to transform software development by enabling engineers to focus on strategic problem-solving.
• (02:14:11) - Ara Kharazian is an economist at Ramp, specializing in AI trends, macroeconomic forecasting, labor economics, and business dynamism. In the conversation, he critiques the Census Bureau's AI adoption survey for underestimating usage due to its narrow question framing, highlights Ramp's data indicating a 45% AI adoption rate among U.S. businesses, and discusses the emergence of the 996 work culture in San Francisco, noting increased Saturday work activity among startups.
• (02:28:58) - Zach Lloyd, founder and CEO of Warp and former lead of the Google Sheets team, discusses the launch of Warp Code, an evolution of the Warp terminal into an agentic development environment that integrates AI agents to assist developers in writing, debugging, and deploying code. He highlights new features such as a built-in file editor, tools for reviewing agent-generated code, and WARP.md files for guiding agent behavior, emphasizing the importance of transparency and control in AI-assisted development. To make the launch memorable, Lloyd delivered the announcement from horseback in a Western-themed setting, aligning with the "Code on Warp" (C.O.W.) branding.
• (02:36:54) - Alex Cohen, CEO of Hello Patient, a healthcare AI company, discusses the challenges of implementing conversational AI in healthcare, emphasizing the need for specialized solutions that integrate deeply with existing systems to handle complex workflows. He highlights the limitations of generic AI models in healthcare settings and the importance of understanding nuanced clinic operations to improve patient communication and scheduling. Cohen also touches on the balance between deterministic and generative AI approaches, aiming to enhance patient experiences while maintaining reliability and compliance.
• (02:49:30) - Mati Staniszewski, co-founder and CEO of ElevenLabs, announced a $100 million tender offer at a $6.6 billion valuation, allowing early employees and investors to sell shares. He highlighted the company's rapid growth, reaching $200 million in annual recurring revenue, and emphasized their commitment to providing liquidity to early stakeholders while maintaining a healthy financial position. Staniszewski also discussed ElevenLabs' diverse revenue streams, including a creative platform for content creators and an agents platform for enterprises, both contributing equally to the company's success.
• (03:03:48) - Daniel Kao, co-founder and CEO of TruckSmarter, discusses the company's recent $16 million fundraising led by Socio Ventures, backed by Cox Enterprises, and the launch of their new product, Dispatch. He highlights TruckSmarter's mission to provide free load boards to truck drivers, addressing the inefficiencies in job sourcing by consolidating disparate information into a single, accessible platform. Kao emphasizes the company's commitment to layering additional services, such as financial tools and AI-driven job matching, to further empower small trucking businesses and enhance their operational efficiency.

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

Polymarket - https://polymarket.com

Attio - https://attio.com/tbpn

Fin - https://fin.ai/tbpn

Graphite - https://graphite.dev

Restream - https://restream.io

Profound - https://tryprofound.com

Julius AI - https://julius.ai

turbopuffer - https://turbopuffer.com

fal - https://fal.ai/

Follow TBPN: 

https://TBPN.com

https://x.com/tbpn

https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231

https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235

https://www.youtube.com/@TBPNLive

• (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

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

Polymarket - https://polymarket.com

Attio - https://attio.com/tbpn

Fin - https://fin.ai/tbpn

Graphite - https://graphite.dev

Restream - https://restream.io

Profound - https://tryprofound.com

Julius AI - https://julius.ai

Turbopuffer - https://turbopuffer.com

Follow TBPN: 

https://TBPN.com

https://x.com/tbpn

https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231

https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235

https://www.youtube.com/@TBPNLive