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🇺🇸 Veterans Day 🇺🇸, The Great Hobby Debate, AI is BACK! | Dan Goldenberg, Darren Farber, Walter Goodwin
- (03:13) - Brian Chesky Goes on the Nice List
- (06:33) - Jensen Scandal Tests NVIDIA Board
- (13:07) - đť•Ź Timeline Reactions
- (24:44) - AI is BACK!
- (31:56) - đť•Ź Timeline Reactions
- (35:46) - WSJ: There's No Such Thing as a Stock Market Bubble
- (43:53) - The Great Hobby Debate
- (57:42) - Dan Goldenberg discusses his journey from Navy captain and corporate executive to president of the Call of Duty Endowment. He explains how the organization uses rigorous, results-driven philanthropy to help veterans secure high-quality civilian jobs and explores how AI could enable employment counselors to support more veterans effectively.
- (01:22:32) - Darren Farber discusses his experience as a former Department of Defense weapons buyer and current defense-focused private equity investor at Albion River. He explains his strategy of acquiring critical weapons-component manufacturers, using automation to strengthen production, and applying battlefield lessons to defense manufacturing while assessing AI, drones, supply chains, and venture capital’s growing role in the industry.
- (01:45:17) - Walter Goodwin, founder and CEO of AI chip company Fractile, discusses its $720 million funding round and plans to expand its global team, secure manufacturing capacity, and accelerate chip production. He explains Fractile’s memory-stacking architecture, which aims to deliver dramatically higher bandwidth and faster AI model performance, while highlighting its potential role in cybersecurity and AI safety.
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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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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:
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:Â
https://TBPN.com
https://x.com/tbpn
https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231
https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235
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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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