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How Elon Musk Solves Problems | Jon McNeill
Jensen Huang Admits to Affair With Alleged Chinese Spy | 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:
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/
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
Jensen Secures Top Spot on Naughty List, Rockefeller Christmas Tree Delivered, Timeline in Turmoil | Jonathan Neman, Bryce Strauss, Adam Blake, Adarsh Kulkarni, Josh Payne
- (01:29) - Jensen Secures Top Spot on Naughty List
- (36:28) - Rockefeller Christmas Tree Delivered
- (39:05) - 𝕏 Timeline Reactions
- (49:18) - LAX's Secret Luxury Terminal
- (01:02:24) - Jonathan Neman discusses Sweetgreen’s new dinner menu, improving business momentum, and the company’s focus on healthier, trend-driven food. The Sweetgreen co-founder and CEO also covers AI-powered ordering, drone delivery, food safety, restaurant expansion, and the challenges of scaling an emerging brand.
- (01:26:24) - Bryce Strauss, co-founder and CEO of Nominal, discusses the company’s $240 million Series C and rapid growth providing software for engineers who build physical systems. He explains how Nominal brings AI-powered testing, manufacturing, and decision-making tools to aerospace, automotive, energy, and government customers—even in secure, offline, or extreme environments.
- (01:36:22) - Adam Blake discusses Mavria, the AI infrastructure company he co-founded and leads as CEO. He explains how its modular, factory-built Terrain data centers can rapidly add computing capacity in repeatable five-megawatt blocks and outlines the company’s funding, Houston production plans, and ambition to transform American AI infrastructure.
- (01:43:17) - Adarsh Kulkarni discusses Foundry Robotics, the autonomous-factory company he co-founded and leads as CEO. He explains its manufacturing-as-a-service model, recent $100 million Series A, and vision for flexible, high-volume robotic assembly that accelerates hardware innovation and industrial abundance.
- (01:54:14) - Josh Payne discusses his work as founder and CEO of Coframe, an AI company building self-improving websites and agent-friendly digital experiences. He covers Coframe’s $25 million Series A, rapid customer onboarding, major conversion gains, pricing strategy, and vision for an internet increasingly used by personal AI agents.
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
Follow TBPN:
https://TBPN.com
https://x.com/tbpn
https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231
https://podcasts.apple.com/us/podcast/tbpn/id1772360235
Tokenizing Latin America: Six Currencies, One Financial System | Sebastian Serrano
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:
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
#2537 - David Sinclair
How To Build The Future: Paul Graham & Amjad Masad
Replit was building toward the AI coding era years before it had a name. In 2024, the company shipped an agent that could take a request in plain English, work through errors, provision its own infrastructure, and keep going until the software actually worked. The model companies even reached out to ask how Replit had pulled it off.Co-founder and CEO Amjad Masad had been thinking about making programming radically more accessible since 2008, and Replit’s original pitch deck predicted AI-generated code before the Transformer paper was published. Today, that same technology is moving into banks, manufacturers, and other large companies, where Amjad says teams are replacing software projects once scoped at $10 million with $250,000 of Replit.On How to Build the Future, Paul Graham sits down with Amjad to talk about why Replit was so well positioned when coding agents arrived, what comes after vibe coding, and his bigger vision for the “self-driving company,” where AI agents increasingly build and operate the software a company needs.
