Find shows
you love
Build your personal media library. Follow your favorite people, shows, and topics
From Software Factories to Everything Factories
At SpaceX Super Intelligence, Lauren Tan and Roman Ugarte are on the core team that took Grok Bot from first line of code to launch in seven weeks.
It lets you spin up AI teammates with their own identities and logins, and they just keep working in the background. Their marketing team gave a bot its own ad budget. Lauren built an entire feature with her bot in one Slack thread without ever opening Cursor.
They joined us on the Lightcone to talk about what it’s actually like working next to bots every day, and how the hard part is shifting from doing the work to figuring out what to do and why.
From the Telephone to Modern Computing | James Gleick
20VC: Taking on NVIDIA: Fractile CEO on the Future of Chips | What Everyone Gets Wrong About Capex Spending | The Winners and Losers in Neo Clouds with Walter Goodwin
Walter Goodwin is the founder and CEO of Fractile, the British chipmaker taking on Nvidia in the race to make AI models answer faster. Fractile has raised $940M, including a $720M Series C that valued the company at $7.5BN. Thrive, Founders Fund, Lightspeed and Redpoint led the latest round.
AGENDA:
0:00 Can the world build enough chips for the AI we'll want in ten years?
5:04 Can you still win by just building chips?
13:26 Where can a specialist chip beat Nvidia at its own game?
16:14 Why are the world's fastest AI chips still waiting on memory?
27:37 How much of the AI chip industry is bullshit? Who's actually shipping?
35:48 What happens when you have the chips but nowhere to plug them in?
50:13 What will a single AI token cost in ten years?
58:46 Was Jensen's Groq deal an insurance policy against losing OpenAI?
1:04:00 Fractile raised $720 million. Is that actually enough?
1:09:40 Will Nvidia be worth $10 trillion in five years?
20VC:
Tech World Debates Jensen’s Exit | 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
Some Good Grift: Tuesday, February 24th, 2026
Bride Of Charlie: A Wrinkle In Time | Episode 1
647. The Fall of the Incas: The King in the North (Part 4)
Google Earnings, Jensen Targeted in Chinese Spy Plot, Ice Cube Joins | Luke Igel, David Rader & Jared Allen, Jake Stauch, Jay Madheswaran, Arthur Querou
- (02:59) - Google Earnings Recap
- (16:14) - Jensen Targeted in Chinese Spy Plot
- (25:25) - 𝕏 Timeline Reactions
- (34:19) - The Rise of Fake Wall Street Traders
- (43:21) - Luke Igel discusses Kino, a collaborative, browser-based video editor that lets teams and AI agents work together on shared timelines. He explains how Kino combines real footage, motion graphics, and generative AI while preserving the creative control artists need for professional video production.
- (54:17) - Ice Cube, a rapper, actor, entrepreneur, and co-founder and CEO of Big3, discusses creating the professional three-on-three basketball league to fill the summer sports gap. He explains its fast-paced rules, star talent, cultural appeal, and plans to expand globally using capital from its proposed public-market debut.
- (01:21:19) - David Rader & Jared Allen discuss investing in emerging sports as a founder and principal of Unisports Group. They explain the firm’s investment in The Curling Group and outlines curling’s growth potential through live events, sponsorships, extensive media coverage, social engagement, and expansion in the U.S. market.
- (01:43:17) - Jake Stauch discusses Serval’s $150 million funding round and its mission to replace legacy enterprise platforms with a secure, broad automation solution. He highlights strong enterprise adoption, cybersecurity investments, talent density, and the company’s ambitions to compete with ServiceNow while avoiding becoming a legacy provider itself.
- (01:48:27) - Jay Madheswaran discusses how Eve, where he is co-founder and CEO, uses AI to help plaintiff law firms serve more clients efficiently, from initial intake through case resolution. He explains that AI can expand access to legal representation by reducing labor constraints, while human attorneys, case managers, and paralegals remain essential until voice AI improves in latency and intelligence.
- (01:55:13) - Arthur Querou, founder of connected-TV advertising platform Vibe, discusses the company’s continued independence and growth following its acquisition by Walmart. He highlights Walmart Audiences, which uses commerce data to help performance marketers precisely target streaming-TV ads, and describes how Vibe and Walmart Connect are combining their expertise to make TV advertising more measurable and accessible to smaller brands.
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
