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How a Top 100 Hyperliquid Trader Finds the Next Big Trade
What the Internet Boom Teaches Us About the AI Buildout | Mike Volpi
Jensen’s Spy Scandal Deepens, Ring’s Flying Security Cam, Anthropic IPO Roadshow | Diet TBPN
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.
TBPN is made possible by:
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Public - https://public.com
Cisco - https://www.cisco.com
Console - https://www.console.com
CrowdStrike - https://www.crowdstrike.com
Figma - https://www.figma.com
MongoDB - https://www.mongodb.com
NYSE - https://www.nyse.com
Railway - https://railway.com
Shopify - https://www.shopify.com/
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https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231
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The Name's Huang. Alice Huang. The Markets. Shaken, and Stirred. | Chris Miller, Ed Bolian, Justin Sealy, Christopher Kercher
- (00:51) - Jensen Faces Widening Scrutiny
- (32:39) - Ring's New Drone Camera
- (40:12) - Chris Miller, a historian and expert on global semiconductor supply chains, discusses the fallout from an alleged Chinese spying scandal involving Nvidia and the resulting pressure from Washington. He argues that Nvidia must reset its relationship with Congress, retreat from China and Southeast Asia, and accept that governments view its chips as strategically vital.
- (56:14) - Ed Bolian discusses his career as Vinwiki’s founder and CEO, former Lamborghini sales director, exotic-car entrepreneur, and onetime Cannonball Run record holder. He explores automotive storytelling, collector-car values, depreciation, rare specifications, exotic-car ownership, and the future of performance driving and track-only vehicles.
- (01:30:16) - Justin Seeley discusses his defense-tech company’s $30 million seed round and its AI-powered, off-the-shelf robots that automate wire-harness production. He explains how flexible robots can accelerate low-volume defense manufacturing, adapt to changing designs, and operate during nights and weekends, with funding focused primarily on AI talent and specialized training data.
- (01:37:38) - Christopher Kercher discusses founding Kercher Law after 17 years at Quinn Emanuel, where he represented prominent clients in major litigation and launched the firm’s AI and data analytics group. He explains how AI can enable smaller legal teams, sharpen litigation strategy, and reshape the economics of large law firms while emphasizing that courtroom advocacy and human judgment remain essential.
TBPN is made possible by:
Ramp - https://ramp.com
Public - https://public.com
Cisco - https://www.cisco.com
Console - https://www.console.com
CrowdStrike - https://www.crowdstrike.com
Figma - https://www.figma.com
MongoDB - https://www.mongodb.com
NYSE - https://www.nyse.com
Railway - https://railway.com
Shopify - https://www.shopify.com
Codex - http://openAI.com/codex
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https://podcasts.apple.com/us/podcast/tbpn/id1772360235
Inside Salesforce’s $100 Billion M&A Playbook | John Somorjai
20VC: OpenAI Cuts Valuation to $1.25TRN | Public Market Meltdown: GOOG Loses $500BN in 12 Hours | DoorDash Buys Instacart for $17BN | Kalshi Raises $1BN and Cognition Eyes $80BN Valuation
AGENDA:Â
04:00 OpenAI Cuts Valuation to $1.25 Trillion as Fundraise Shrinks
08:00 Google Loses $500 Billion as AI Stocks Sell Off
10:00 Anthropic's Growth Slows as AI Price War Intensifies
27:00 DoorDash Buys Instacart for $17 Billion
33:00 Kalshi Raises $1 Billion at $40 Billion Despite Legal Threats
41:00 Cognition Eyes $80 Billion as Baseten Hits $30 Billion and Serval $3 Billion
51:00 AI Law Firm Crosby Bids for Collapsed Legal Giant Weil
57:00 Physical Intelligence Targets $20 Billion Valuation
01:00:00 Hugging Face Deal Faces Scrutiny as Salesforce Buys Cresta for $2.7 Billion
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#2537 - David Sinclair
20VC: Mistral CEO on Why Energy Is Not the Bottleneck to AI | Why OpenAI and Anthropic Will Come for Your Business | The Future of the Inference Market | Are Chinese Open-Source Models Truly Safe?
Arthur Mensch is the Co-Founder and CEO @ Mistral, the last remaining hope for frontier intelligence in Europe. Mistral has raised approximately $7.5BN, including debt, and reached a valuation above $24BN. Previously a researcher at Google DeepMind, Arthur co-authored the landmark Chinchilla research, showing how smaller, better-trained AI models could outperform much larger rivals.
AGENDA:Â
00:00 Is Mistral Europe's Last Hope in AI?
08:45 Are Chinese Open Models Actually Safe?
13:00 Will OpenAI & Anthropic Replace Their Own Customers?
14:40 Why Energy Isn't Europe's Biggest AI Bottleneck
24:05 Why Mistral Won't Follow OpenAI Into Chips
30:40 Who Gets Rich From the Inference Boom?
31:45 102 New AI Labs: Who Actually Survives?
35:30 Are $100 Billion Training Runs a Fantasy?
36:20 If Everyone Needs Compute, Why Are AI Stocks Crashing?
44:05 Will Mistral Choose Europe for Its IPO?
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