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TBPN

John Coogan & Jordi Hays
TBPN
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  • Weekly Recap | Elon's Starship Explodes, OpenAI's Defense Contract, Nvidia's Robots, We Test Cluely
    (00:00) - Intro (00:03) - Elon Musk's Starship Explodes (02:37) - Meta x Oakley (03:56) - OpenAI Wins Defense Contract (04:44) - Meta Puts Ads on WhatsApp (05:33) - Intern Tests Cluely (18:44) - Roy Lee (Cluely) (33:54) - Lakers Sold for $10 Billion (39:40) - Surge AI Beats Scale AI (51:24) - Spotify CEO Invests in Drones (55:41) - Katie Haun (Haun Ventures) (01:14:47) - Justine Moore (a16z) (01:39:44) - Nvidia Drops Humanoid Robots (01:45:09) - George Hotz (comma.ai) TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://youtube.com/@technologybrotherspod?si=lpk53xTE9WBEcIjV
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  • Cluely Raises $15M from a16z, $45M Modern Hacienda in the Wild | Steven Sinofsky, Anupam Singh, Miles Moen, Alexander Sen, Bryan Kim, Roy Lee, Dave Fontenot
    (07:13) - $45M Modern Hacienda in the Wild (18:11) - Timeline (33:42) - Intern Tests Cluely Live (01:22:29) - Steven Sinofsky, a former Microsoft executive, led the development of Windows 7 and 8 before joining Andreessen Horowitz as a board partner. In the conversation, he reflects on his career at Microsoft, discusses the impact of antitrust regulations on the company, and shares insights on the evolution of technology, including the rise of AI and its parallels to the internet boom of the 1990s. He also comments on Apple's recent developments, the challenges of recruiting AI talent, and the complexities of regulatory competition among global authorities. (01:59:48) - Anupam Singh, Vice President of AI and Growth Engineering at Roblox, discusses the company's use of artificial intelligence to enhance user experiences. He highlights the implementation of automated chat filters and real-time text translation to promote inclusivity and safety, as well as the development of coding assistants powered by generative AI to streamline content creation for developers. (02:30:24) - Miles Moen, CEO of Dash Fuel, a vertical SaaS company specializing in downstream oil and gas logistics, discusses the company's role in optimizing fuel delivery from producers to end consumers like gas stations and airports. He highlights the industry's reliance on outdated, paper-based systems and explains how Dash Fuel aims to modernize these processes by eliminating duplicate data entry and enhancing profit margins through dynamic optimization of fuel sourcing. Moen also addresses the impact of recent Middle East conflicts on fuel price volatility, noting significant overnight price jumps and the industry's cautious approach to potential supply disruptions. (02:42:26) - Alexander Sen, founder and CEO of Meridian, a next-generation CRM platform for private equity firms, discusses his transition from nearly a decade in private equity at firms like Blackstone, Thoma Bravo, and CVC . He highlights the inefficiencies of outdated CRMs in the industry and explains how Meridian integrates AI to streamline deal sourcing and decision-making processes. (02:53:04) - Bryan Kim, a partner at Andreessen Horowitz specializing in consumer and AI investments, discusses the firm's recent $15 million investment in Clulee, highlighting the company's strong distribution capabilities, innovative product that enhances user interactions through quick information access, and effective conversion of attention into revenue. (03:03:54) - Roy Lee, founder of Cluli, discusses the company's recent $15 million fundraising, emphasizing plans to invest heavily in brain-computer interface development and expand their content creation capabilities. He highlights the importance of viral marketing and the potential of desktop assistants, expressing a vision to revolutionize technology and compete with industry leaders. Lee also shares his ambition to significantly impact the world through innovative products and widespread recognition. (03:20:13) - Dave Fontenot, founder of HF0, a 12-week residency program for repeat founders, shares his journey from creating the world's largest student hackathon, MHacks, to establishing HF0, which combines elements of a monastery and a hackathon to foster deep focus and productivity. He discusses the program's evolution, including its inception in New York, relocation to Taiwan during the COVID-19 pandemic, and eventual establishment in San Francisco, highlighting the program's success in helping founders achieve significant milestones, such as reaching $3 million in annual recurring revenue by demo day. Fontenot emphasizes the importance of subtracting distractions to allow founders to concentrate on building their life's work, underscoring HF0's commitment to providing a supportive, distraction-free environment for technical founders. TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://youtube.com/@technologybrotherspod?si=lpk53xTE9WBEcIjV
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  • Meta Taps Nat Friedman & Daniel Gross for AI Push, Starship Rocket Explodes | Mike Knoop, David Cahn, Walden Yan, Eoghan McCabe, Jeff Weinstein, Garrett Lord, Tanay Tandon
    (04:10) - Meta Eyes Nat Friedman & Daniel Gross for AI Push (37:47) - Lakers Sold to Mark Walter (43:39) - Surge Hits $1B+ in Capital Without Outside Revenue (56:20) - Mike Knoop, co-founder of Zapier and CEO of Ndea, discusses the evolving landscape of AI reasoning models, highlighting the trade-offs between accuracy and efficiency among leading systems like OpenAI's o3 and DeepSeek's R1. He emphasizes the importance of considering both cost and performance when evaluating AI models, noting that no single model currently dominates across all metrics. Knoop also underscores the need for innovative approaches, such as program synthesis, to advance toward artificial general intelligence. (01:20:23) - David Cahn, a Partner at Sequoia Capital, previously served as General Partner and COO of Venture at Coatue Management, where he led investments in companies like Hugging Face and Runway. In the transcript, he discusses the substantial investments in AI talent by major tech companies, emphasizing the human dynamics and strategic decisions driving these developments. He also explores the competitive landscape, the significance of data centers, and the economic implications of AI advancements. (01:37:55) - Walden Yan, Chief Product Officer and co-founder, discusses the integration of AI models in product development, emphasizing the importance of balancing model intelligence with user experience. He highlights the challenges of managing trade-offs between model responsiveness and accuracy, advocating for systems that abstract model complexity to enhance usability. Yan also addresses the evolving role of AI in software engineering, noting the potential for AI to autonomously perform tasks like coding and debugging, thereby transforming traditional workflows. (01:57:41) - Eoghan McCabe, co-founder and CEO of Intercom, discusses revitalizing his 15-year-old SaaS business by returning to core fundamentals like customer-centric pricing and simplifying the sales process, leading to a tenfold increase in growth over eight quarters. He emphasizes the importance of maintaining high energy and passion from leadership to prevent stagnation, noting that AI innovations have reinvigorated both him and the company. McCabe also highlights the challenges of scaling a company, stressing the need for agility and the willingness to embrace chaos by empowering young, dynamic individuals in leadership roles. (02:16:00) - Jeff Weinstein, a product lead at Stripe, discusses the company's initiatives to integrate AI into commerce, emphasizing the development of agentic commerce where AI agents facilitate seamless transactions. He highlights collaborations with companies like Perplexity and IP Camp to enhance e-commerce experiences and mentions the introduction of Stripe's order intents API, enabling agents to execute purchases on behalf of users. Weinstein also addresses the evolving role of payment methods, including stablecoins, in agentic commerce and underscores the importance of permissioned, secure transactions in this new landscape. (02:32:00) - Garrett Lord, co-founder and CEO of Handshake, discusses the company's evolution from addressing his personal challenges in securing internships at Michigan Tech to becoming the leading early-career network in the U.S., connecting 18 million students and young professionals with a million employers. He highlights Handshake's role in supplying experts to frontier AI labs, emphasizing the demand for specialized data from PhDs and master's students to enhance AI models. Lord also outlines plans to leverage AI in automating recruiting processes and envisions a future where participants can showcase their skills through contributions to AI development, thereby enhancing their professional profiles. (02:44:44) - Tanay Tandon, CEO of Commure, discusses the merger of Athelas and Commure, highlighting their combined efforts to transform healthcare through AI-powered solutions. He emphasizes the importance of automating administrative tasks to improve efficiency and patient care, and outlines the company's strategy to expand its product offerings and customer base. Tandon also shares his vision for the future of healthcare, aiming to eliminate inefficiencies and enhance the overall patient experience. TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://youtube.com/@technologybrotherspod?si=lpk53xTE9WBEcIjV
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  • Warner Bros. Discovery Split, Defense Tech Update | David Senra, Katie Haun, Justine Moore, Anish Agarwal, John Lee, Connor Zwick, Trey Holterman, James Cadwallader, Jordan Black, Ayush Sharma
    (02:20) - Timeline (27:07) - History of Warner Bros Discovery (01:14:16) - David Senra, host of the "Founders" podcast, is renowned for his in-depth explorations of entrepreneurial biographies, offering insights into the lives and strategies of history's greatest business leaders. In this conversation, he delves into the career of music industry titan Jimmy Iovine, highlighting Iovine's relentless drive, exceptional talent recognition, and innovative marketing strategies that propelled artists like Dr. Dre and Eminem to global fame. Senra emphasizes Iovine's unwavering commitment to excellence and his ability to harness controversy as a tool for business success. (01:47:46) - Katie Haun, founder and CEO of Haun Ventures and former federal prosecutor, discusses the recent bipartisan passage of the GENIUS Act in the U.S. Senate, which establishes a regulatory framework for stablecoins. She emphasizes the importance of also advancing the market structure bill to provide comprehensive regulatory clarity for the crypto industry, highlighting the need to address questions surrounding securities and commodities classifications. Haun advocates for pursuing both legislative measures simultaneously to foster innovation and protect consumers in the evolving digital asset landscape. (02:06:49) - Justine Moore, an Investment Partner at Andreessen Horowitz, focuses on AI companies within the consumer sector. In the conversation, she discusses the rapid advancements in AI video models, highlighting the emergence of foundation model companies like VO3 and Cling, as well as multimodal apps such as Crea and Flora, which enable creators to generate videos using various AI models. She also explores the integration of speech and talking avatars in AI-generated videos, noting the development of tools that create talking avatars from images and those that apply lip-syncing to existing videos. (02:31:39) - Anish Agarwal, co-founder and CEO of Traversal, discusses the development of an AI-powered site reliability engineer to automate troubleshooting in complex software systems. He highlights the limitations of current observability tools, which require manual analysis, and emphasizes the need for AI agents to manage increasing system complexities. Agarwal also notes the challenges in hiring skilled site reliability engineers and the potential of AI to alleviate this shortage. (02:39:52) - John Lee, CEO of Safire Technology Group, discusses his background in defense contracting and his company's focus on accelerating electrification within the defense sector. He highlights challenges in military electrification, such as supply chain shortages and the need for advanced, interoperable battery systems, and introduces Safire's development of a tactical electric dirt bike designed for military use. Lee also emphasizes the importance of integrating safety into battery design, referencing Safire's patented SAFIRE technology, a shear thickening electrolyte that prevents fires upon impact, enhancing battery safety and performance. (02:59:39) - Connor Zwick, co-founder of Speak Language Learning Program, discusses the company's mission to create an AI-powered language tutor that offers personalized, on-demand instruction. He shares their strategic focus on the South Korean market, noting the country's significant investment in English education and the prevalence of English learning academies. Zwick also addresses the potential impact of real-time AI translation technologies, expressing confidence that the desire for genuine human connection and the aspiration to learn languages will continue to drive demand for language learning solutions. (02:59:39) - Trey Holterman, CEO and co-founder of Tennr, a New York-based company specializing in automating healthcare document processing, discusses how Tennr addresses the inefficiencies in patient referrals caused by reliance on e-fax documentation. He explains that over 90% of patient visits originate via e-fax, leading to delays and lost revenue due to incomplete documentation. By automating the processing of these documents, Tennr ensures timely patient contact and complete records, thereby improving patient care and provider revenue. (03:09:26) - James Cadwallader, co-founder and CEO of Profound, discusses the company's recent $3.5 million seed funding led by Kleiner Perkins, with participation from Khosla Ventures, Nvidia Ventures, and others. He highlights the shift from traditional search to AI-driven platforms like ChatGPT, emphasizing the need for brands to manage their visibility in AI-generated responses. Cadwallader also notes that Profound's platform has attracted clients such as MongoDB, Indeed, and DocuSign, underscoring its growing influence in the evolving digital marketing landscape. (03:17:38) - Ayush Sharma, founder and CEO of Warp, a modern payroll and compliance platform for startups, discusses how Warp automates payroll processes, including tax compliance and employee benefits, to alleviate administrative burdens for founders. He highlights the company's recent $18 million Series A funding led by Sound Ventures, with participation from notable investors like Drew Houston and Kyle Vogt. Sharma emphasizes the importance of building exceptional products in large markets, noting that even in crowded sectors, delivering superior user experiences can drive significant demand. (03:28:04) - Jordan Black is the CEO of Senra Systems, a company specializing in designing and manufacturing complex wire harnesses for industries like aerospace and defense. In the conversation, he explains that wire harnesses are essential components connecting electrical systems in vehicles and machinery, yet their design and production have remained largely manual and unchanged since the Cold War. To modernize this process, Senra Systems is developing a software tool called Amp to standardize wire harness design and implementing automation to streamline manufacturing, aiming to improve quality and efficiency in the industry. TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://youtube.com/@technologybrotherspod?si=lpk53xTE9WBEcIjV
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  • Ramp New $16B Valuation, OpenAI Wins $200M U.S. Defense Contract | Saquon Barkley, Eric Glyman, George Hotz, Joseph Torigian, Paul Klein, Ryan Daniels, Alex Kantrowitz
    (00:30) - Timeline (14:02) - Eric Glyman is the co-founder and CEO of Ramp, a financial technology company offering corporate charge cards and expense management solutions. In the conversation, he discusses Ramp's rapid growth, highlighting that the company has reached a $16 billion valuation and serves over 40,000 businesses. Glyman emphasizes the integration of AI into Ramp's products to automate tasks like expense reporting and bill payments, aiming to save businesses time and money. (29:42) - Timeline (58:31) - George Hotz, also known as "geohot," is an American software engineer and hacker renowned for unlocking the iPhone and reverse-engineering the PlayStation 3. In the conversation, Hotz critiques the use of buzzwords like AGI, emphasizing the need for concrete discussions, and expresses skepticism about the practicality of humanoid robots, advocating instead for simpler, task-specific robotic solutions. He also highlights the challenges in achieving fully autonomous vehicles, noting the current reliance on human intervention in systems like Waymo. (01:33:44) - Joseph Torigian, an associate professor at American University's School of International Service and a research fellow at Stanford's Hoover Institution, specializes in the politics of authoritarian regimes, focusing on elite power struggles and civil-military relations in China and Russia. In his discussion, he explores the life of Xi Zhongxun, father of Xi Jinping, highlighting his unwavering devotion to the Chinese Communist Party despite personal persecutions, and examines the Party's strategies in managing ethnic minorities and its approach to corruption as a means of maintaining control. (02:00:52) - Paul Klein, co-founder of Browserbase, discusses the company's recent preemptive funding round led by Glenn Solomon from Notable Capital, with participation from CRV and Kleiner Perkins, highlighting the strong board composition. He introduces "Director AI," a tool enabling developers to automate web tasks by generating repeatable scripts for actions like form submissions and data retrieval. Klein also addresses the future of AI-driven web interactions, emphasizing the importance of on-device automation for consumer applications and the role of Browserbase in facilitating B2B use cases through browser-based solutions. (02:14:35) - Alex Kantrowitz is an independent journalist and founder of Big Technology, a newsletter and podcast focusing on major tech companies. In the conversation, he discusses the evolving roles of journalists and analysts in the tech industry, emphasizing the blurring lines between reporting, analysis, and opinion. He also shares insights on Apple's recent developments in AI, highlighting the challenges of integrating AI into products while maintaining high quality standards. (02:44:13) - Saquon Barkley, a standout running back for the Philadelphia Eagles, emphasizes the importance of surrounding himself with trustworthy individuals to navigate investment opportunities, acknowledging the challenges athletes face with numerous proposals and limited financial education. He credits his manager's discernment in declining most offers, except those from trusted contacts like Zach Franklin, highlighting the value of building relationships with knowledgeable and successful people to make informed decisions. (03:00:54) - Ryan Daniels, co-founder of Crosby, discusses his journey from addressing contract inefficiencies to establishing a tech-enabled law firm that integrates AI to expedite contract reviews. He highlights the firm's focus on automating routine legal tasks while maintaining human oversight for complex matters, aiming to enhance efficiency and reduce costs for fast-growing businesses. Daniels also envisions a future where AI agents negotiate contracts on behalf of clients, significantly accelerating the negotiation process. TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://youtube.com/@technologybrotherspod?si=lpk53xTE9WBEcIjV
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Technology's daily show (formerly the Technology Brothers Podcast). Streaming live on X and YouTube from 12 - 3 PM PST Monday - Friday. Available on X, Apple, Spotify, and YouTube.
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