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ROLLUP: Crypto’s Bull Market on the Brink | Nvidia Turmoil | ETH Is Money | Ethereum’s New Security Shield

Every Day Is Zero Day | Wiz CTO Ami Luttwak

Jensen Huang Resigns as NVIDIA CEO | 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 Out, TBPN Merch Drop, GPT-6 Cyber | Dylan Patel, Eric Newcomer, Tantum "Teddy" Collins, Joe Fioti
- (00:20) - TBPN Merch Drop
- (05:48) - Jensen Out
- (09:45) - Colette Kress Takes NVIDIA's Helm
- (29:11) - Short Seller Flagged NVIDIA's Risk
- (37:47) - Post-Jensen Era Begins
- (54:18) - GPT-6 Cyber
- (57:40) - Dylan Patel discusses the potential fallout from a leadership crisis at Nvidia, including succession challenges, slower decision-making, tighter China restrictions, and risks to the open-source AI ecosystem. A semiconductor and AI analyst, he also evaluates possible CEO candidates, shifting advantages among AI labs, and how specialized data is driving uneven gains in model capabilities.
- (01:28:58) - Eric Newcomer, founder of the tech publication Newcomer and co-founder of the Cerebral Valley AI Summit, discusses the event’s origins and growth into a major gathering for AI leaders. He also explores leadership uncertainty at Nvidia, opportunities for competing chipmakers, and Silicon Valley’s political realignment following the midterm elections.
- (01:39:17) - Tantum Teddy discusses his book *The Bitter Struggle*, drawing on his experience in the Biden White House to examine U.S.–China AI competition, chip export controls, and the challenge of balancing innovation, national security, and democratic values. He also describes his startup, Inherent, which develops human–AI collaboration tools for scientific research and other complex, open-ended problems.
- (01:55:54) - Joe Fioti, co-founder and CEO of Luminal, discusses the company’s software-defined AI accelerator platform and its recent $25 million funding round. He explains how Luminal’s compiler stack unlocks heterogeneous computing, supports chipmakers and AI companies, and reduces inference costs through partnerships with platforms such as AWS Trainium and Positron.
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

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



