TBPN

The AI chip squeeze, Dirty Soda mania, OCC approves Palmer Luckey’s Erebor | 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.com is made possible by:Ramp - https://Ramp.comAppLovin - https://axon.aiCognition - https://cognition.aiConsole - https://console.comCrowdStrike - https://crowdstrike.comElevenLabs - https://elevenlabs.ioFigma - https://figma.comFin - https://fin.aiGemini - https://gemini.google.comGraphite - https://graphite.comGusto - https://gusto.com/tbpnLabelbox - https://labelbox.comLambda - https://lambda.aiLinear - https://linear.appMongoDB - https://mongodb.comNYSE - https://nyse.comOkta - https://www.okta.comPhantom - https://phantom.com/cashPlaid - https://plaid.comPublic - https://public.comRailway - https://railway.comRamp - https://ramp.comRestream - https://restream.ioSentry - https://sentry.ioShopify - https://shopify.comTurbopuffer - https://turbopuffer.comVanta - https://vanta.comVibe - https://vibe.coSentry - https://sentry.ioCisco - https://www.ciscoaisummit.com/ai-virtual-summit.htmlFollow TBPN:https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

Chip Bottleneck vs. Energy Bottleneck, Amazon’s $200B Capex, Big Tech Earnings | Doug O'Laughlin, Max Levchin, TJ Parker, Arsalan Tavakoli

Sign up for TBPN’s daily newsletter at TBPN.com(01:05) - Chip Bottleneck vs. Energy Bottleneck (16:12) - Amazon Plans Record $200B Capex (29:31) - Inside the Search for Iger's Heir (34:30) - TikTok Fuels "Dirty Soda" Craze (46:25) - Anthropic Tanked the Software Market (51:21) - 𝕏 Timeline Reactions (01:17:31) - WSJ Mansion Section (01:29:31) - Doug O'Laughlin is a developer deeply engaged with Anthropic's AI coding assistant, Claude Code, utilizing it extensively in his daily workflow. He discusses the integration of Claude Code into GitHub, highlighting its role in automating tasks like drafting pull requests and code reviews, thereby enhancing developer productivity. Doug also explores the evolution of AI models, noting the rapid advancements in Claude's capabilities and their impact on software development practices. (02:03:13) - Max Levchin, a Ukrainian-American software engineer and entrepreneur, co-founded PayPal in 1998 and currently serves as CEO of Affirm, a fintech company he founded in 2012. In the transcript, Levchin discusses Affirm's impressive 36% year-over-year growth in merchant sales volume, reaching approximately $1.1 billion in revenue for the quarter. He attributes this success to seasonal sales events like Black Friday and the rapid growth of the Affirm Card, which has seen 100% year-over-year growth across various metrics. Additionally, Levchin highlights the success of Affirm's self-created shopping holiday, "The Big Nothing," offering 0% APR deals without fine print, which significantly boosted their numbers. (02:21:20) - TJ Parker is the co-founder and former CEO of PillPack, a pharmacy service acquired by Amazon in 2018, where he later served as Vice President of Health and Pharmacy until 2022. In the conversation, Parker discusses the controversy surrounding Hims' compounding of GLP-1 medications, highlighting the FDA's recent warning letter addressing safety and efficacy concerns. He also touches on the implications of the new Wegovy pill for the weight loss market and the potential impact of AI in healthcare, emphasizing the importance of integrating AI with comprehensive medical histories to enhance patient care. (02:40:51) - Arsalan Tavakoli, co-founder and Senior Vice President of Field Engineering at Databricks, discusses the rapid evolution of AI, emphasizing that while technological advancements are significant, the real challenge lies in organizations learning to effectively deploy and utilize these tools to derive value. He highlights the importance of having a unified, governed data platform to support both small and large-scale data projects, noting that even seemingly simple tasks can quickly expand in complexity and data requirements. Tavakoli also underscores that, despite the proliferation of AI agents, many enterprises struggle to move beyond pilot phases to achieve meaningful production outcomes, often due to issues related to data quality, governance, and integration. TBPN.com is made possible by: Ramp - https://Ramp.comAppLovin - https://axon.aiCognition - https://cognition.aiConsole - https://console.comCrowdStrike - https://crowdstrike.comElevenLabs - https://elevenlabs.ioFigma - https://figma.comFin - https://fin.aiGemini - https://gemini.google.comGraphite - https://graphite.comGusto - https://gusto.com/tbpnLabelbox - https://labelbox.comLambda - https://lambda.aiLinear - https://linear.appMongoDB - https://mongodb.comNYSE - https://nyse.comPhantom - https://phantom.com/cashPlaid - https://plaid.comPublic - https://public.comRailway - https://railway.comRestream - https://restream.ioShopify - https://shopify.comTurbopuffer - https://turbopuffer.comVanta - https://vanta.comVibe - https://vibe.coSentry - https://sentry.ioCisco - https://www.ciscoaisummit.com/ai-virtual-summit.htmlOkta - https://www.okta.comKalshi - https://kalshi.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

FULL INTERVIEW: Doug O'Laughlin Thinks Microsoft is OUT of the AI Race

This is our full interview with Doug O'Laughlin, recorded live on TBPN.We discuss why Claude Code feels like a true inflection point, how agent swarms and orchestration could replace large parts of today’s SaaS stack, hyperscaler capex, Nvidia supply constraints, and why knowledge work is about to change faster than most people expect.TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays from 11–2 PT on X and YouTube, with full episodes posted to podcast platforms immediately after.Described by The New York Times as “Silicon Valley’s newest obsession,” TBPN has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella.

Anthropic’s Trust Nuke, OpenAI's new releases, Google Claims AI Crown | 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.com is made possible by:Ramp - https://Ramp.comAppLovin - https://axon.aiCognition - https://cognition.aiConsole - https://console.comCrowdStrike - https://crowdstrike.comElevenLabs - https://elevenlabs.ioFigma - https://figma.comFin - https://fin.aiGemini - https://gemini.google.comGraphite - https://graphite.comGusto - https://gusto.com/tbpnLabelbox - https://labelbox.comLambda - https://lambda.aiLinear - https://linear.appMongoDB - https://mongodb.comNYSE - https://nyse.comOkta - https://www.okta.comPhantom - https://phantom.com/cashPlaid - https://plaid.comPublic - https://public.comRailway - https://railway.comRamp - https://ramp.comRestream - https://restream.ioSentry - https://sentry.ioShopify - https://shopify.comTurbopuffer - https://turbopuffer.comVanta - https://vanta.comVibe - https://vibe.coSentry - https://sentry.ioCisco - https://www.ciscoaisummit.com/ai-virtual-summit.htmlFollow TBPN:https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

Sam Altman on Codex 5.3 Launch, Anthropic's Sholto Douglas, Alphabet Beats Q4 Estimates | Sam Altman, Sholto Douglas, Daniel Barcelo, Mandy Fields, Ivan Burazin, Scott Rogowsky

Sign up for TBPN’s daily newsletter at TBPN.com(01:21) - 𝕏 Timeline Reactions (02:58) - Anthropic's Trust Nuke (18:36) - OpenAI's Frontier Model for Enterprise (39:02) - Alphabet Beats Q4 Estimates (52:25) - NVIDIA to Skip New Gaming Chips in 2026 (56:16) - Sam Altman, CEO of OpenAI, discusses the launch of Codex 5.3, highlighting its enhanced coding capabilities, increased speed, and improved interactivity, allowing users to guide the model during tasks. He emphasizes the importance of integrating AI agents into workflows, suggesting that managing a team of agents will become a standard practice, and notes the need for companies to adapt quickly to AI advancements to maintain competitiveness. Altman also touches on the evolving role of software development, predicting significant transformations as AI continues to advance. (01:33:10) - Sholto Douglas, a Member of Technical Staff at Anthropic, specializes in scaling reinforcement learning and agentic AI. In the transcript, Douglas discusses the release of a new model that excels in tackling complex problems through extended reasoning and test-time computation. He highlights the model's advancements in digital tasks, such as coding and knowledge work, and emphasizes the importance of developing AI systems that can function as capable coworkers. (02:00:32) - Daniel Barcelo, CEO and Chairman of T1 Energy, has over 25 years of experience in international energy finance and emerging markets. He discusses T1's efforts to build a domestic solar and battery supply chain, highlighting the acquisition of a 5-gigawatt solar module facility in Wilmer, Texas, and plans for a 2.1-gigawatt solar cell plant near Austin. Barcelo emphasizes the importance of advanced manufacturing and an integrated U.S. supply chain to meet the growing demand for scalable, reliable, and low-cost renewable energy. (02:24:41) - Mandy Fields, Chief Financial Officer of e.l.f. Beauty, discusses the company's impressive 38% net sales growth and 79% increase in adjusted EBITDA, attributing this success to their value proposition, innovative marketing, and the acquisition of Hailey Bieber's brand, Rhode. She highlights e.l.f.'s balanced marketing spend across digital platforms to stay connected with their community and emphasizes the importance of Super Bowl ads for building long-term brand awareness. Fields also notes the company's focus on expanding their existing portfolio, including e.l.f. Cosmetics, Naturium, and Rhode, while remaining open to future acquisitions. (02:32:56) - 𝕏 Timeline Reactions (02:35:53) - Ivan Burazin, co-founder and CEO of Daytona, has a rich background in cloud development, having previously founded Codeanywhere and the Shift developer conference. In the conversation, he discusses Daytona's mission to provide secure, scalable infrastructure for AI agents, emphasizing the necessity for these agents to operate in isolated computing environments to perform tasks like code execution and browser-based activities. He also highlights Daytona's rapid growth, noting a significant increase in customers, including Fortune 100 companies, and announces a recent $24 million Series A funding round to further advance their platform. (02:43:01) - Scott Rogowsky, renowned for hosting HQ Trivia, discusses his new venture, Savvy, a live interactive word puzzle game where players compete against him in real-time to solve puzzles and win cash prizes. He reflects on lessons from HQ Trivia, emphasizing the importance of player engagement and accessibility, and highlights Savvy's design to ensure all participants can play through entire games, enhancing user experience. Rogowsky also shares his commitment to the project, having recently relocated to Los Angeles to focus on its development, and expresses excitement about building a dedicated community around the app. TBPN.com is made possible by: Ramp - https://Ramp.comAppLovin - https://axon.aiCognition - https://cognition.aiConsole - https://console.comCrowdStrike - https://crowdstrike.comElevenLabs - https://elevenlabs.ioFigma - https://figma.comFin - https://fin.aiGemini - https://gemini.google.comGraphite - https://graphite.comGusto - https://gusto.com/tbpnLabelbox - https://labelbox.comLambda - https://lambda.aiLinear - https://linear.appMongoDB - https://mongodb.comNYSE - https://nyse.comPhantom - https://phantom.com/cashPlaid - https://plaid.comPublic - https://public.comRailway - https://railway.comRestream - https://restream.ioShopify - https://shopify.comTurbopuffer - https://turbopuffer.comVanta - https://vanta.comVibe - https://vibe.coSentry - https://sentry.ioCisco - https://www.ciscoaisummit.com/ai-virtual-summit.htmlOkta - https://www.okta.comKalshi - https://kalshi.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive