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• (00:34) - Gemini 3 Launch
• (30:54) - Mike Knoop, co-founder and Head of AI at Zapier, discussed the significant advancements of Google's Gemini 3 model, highlighting its achievement of doubling the state-of-the-art performance on the ARC v2 benchmark. He noted that, despite this progress, the model still exhibits unexpected errors on simpler tasks, suggesting areas for further research. Knoop emphasized the need for new ideas to address these challenges and expressed optimism about the potential for mass automation enabled by AI reasoning systems.
• (59:11) - Jonathan Neman, co-founder and CEO of Sweetgreen, discusses the journey of starting the company in 2007 with two friends during their senior year at Georgetown University, aiming to create a healthy fast-food alternative. He highlights the challenges of scaling the business, including decisions against franchising to maintain quality, and the integration of automation like the "infinite kitchen" to enhance efficiency. Neman also addresses adapting to consumer trends, such as eliminating seed oils from their menu, and emphasizes the importance of strategic real estate choices and responding to evolving customer preferences.
• (01:32:38) - Ashlee Vance is an American journalist and author, renowned for his 2015 biography of Elon Musk and his work as a feature writer for Bloomberg Businessweek. In the conversation, Vance discusses his recent travels across the U.S. to film episodes on hard tech innovations, including visits to Tennessee, Detroit, New England, and Texas. He delves into topics such as humanoid robotics, the dominance of Chinese manufacturers in actuator production, and the challenges facing the U.S. robotics industry. Vance also shares insights on under-hyped hard tech companies, the progress of autonomous vehicles, and the potential resurgence of airships for cargo transport.
• (02:01:15) - 𝕏 Timeline Reactions
• (02:09:34) - OpenAI Adds Fidji Simo
• (02:19:06) - Saudi Arabia to Invest $1T in the U.S.
• (02:21:46) - Valar Atomics Splits Atom
• (02:27:58) - Jeremy Epling, Chief Product Officer at Vanta, discusses the company's recent VantaCon conference in San Francisco, highlighting the launch of their Agentic Trust Platform aimed at transforming enterprise trust management. He emphasizes the integration of AI to automate security and compliance tasks, addressing challenges like AI trustworthiness and the evolving threat landscape. Epling also outlines Vanta's approach to proactive risk management through AI-driven insights and partnerships with other security firms to enhance their platform's capabilities.
• (02:41:28) - Keone Hon, co-founder and CEO of Monad Labs, discusses his transition from leading high-frequency trading teams at Jump Trading to developing Monad, a high-performance blockchain designed for High Fidelity Finance. He highlights Monad's compatibility with Ethereum, enabling developers to leverage existing code and tools while benefiting from significantly higher transaction throughput. Hon also emphasizes the importance of broad token distribution and community engagement, drawing parallels to Dogecoin's widespread adoption, and notes that Monad has raised approximately $120 million, with the token sale open until Saturday at 9 pm Eastern.
• (02:51:12) - Stephen Balaban, co-founder and CEO of Lambda Labs, leads the company in providing advanced GPU infrastructure for AI developers and researchers. In the conversation, he discusses Lambda's recent $1.5 billion equity funding round, emphasizing the company's conservative capital structure and focus on building a robust, long-term business resilient to market fluctuations. Balaban also highlights Lambda's strategic investments in GPU infrastructure and data centers, aiming to vertically integrate operations to accelerate the deployment of AI infrastructure.
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• (01:02) - The GPT4o Debate
• (15:24) - Bezos's AI Startup
• (26:27) - Yann LeCun's Says LLM's are a Dead End
• (33:00) - 𝕏 Timeline Reactions
• (01:13:48) - Eric Glyman, co-founder and CEO of Ramp, a financial operations platform, announced a $300 million funding round led by Lightspeed Venture Partners, elevating the company's valuation to $32 billion. He highlighted Ramp's exceptional growth, noting that the company is doubling its revenue at a scale exceeding $1 billion annually, outpacing the median publicly traded software company by tenfold in gross profit growth. Glyman also emphasized the transformative impact of AI on Ramp's services, enabling automated expense management and accounting, thereby enhancing business efficiency and profitability.
• (01:33:32) - Stacy Rasgon, a Managing Director and Senior Analyst at Bernstein Research, specializes in U.S. semiconductors and semiconductor capital equipment. In the conversation, he discusses the robust demand in the AI sector, noting that companies are rapidly deploying GPUs to meet computing needs, contrasting this with the underutilized infrastructure of past tech bubbles. He emphasizes that the current AI growth is driven by genuine demand and strategic investments, suggesting a sustained period of expansion rather than a speculative bubble.
• (02:01:45) - 𝕏 Timeline Reactions
• (02:17:32) - Luca Ferrari, co-founder and CEO of Bending Spoons, an Italian technology company specializing in mobile applications, discusses the company's strategy of acquiring digital businesses with untapped potential and transforming them through extensive software redevelopment, infrastructure re-architecture, and feature enhancements. He highlights the recent acquisition of AOL, emphasizing plans to modernize its products using AI to improve content recommendations and user experience. Ferrari also elaborates on Bending Spoons' approach to maintaining the autonomy of its business units to preserve brand value and operational agility.
• (02:46:55) - Healey Cypher, CEO and co-founder of BoomPop, an AI-powered group travel company, discusses his background growing up in Saudi Arabia and Nebraska, and his career in building and selling companies. He highlights the significant role of group travel in corporate settings, noting that 60% of corporate travel involves group events like offsites and SKOs, and emphasizes the growing demand for in-person gatherings in the AI era. Cypher explains how BoomPop's AI agent streamlines the planning process by analyzing data points to suggest tailored event options, negotiate with vendors, and manage logistics, aiming to become the default way the world gets together.
• (02:55:32) - John Tenet, co-founder and CEO of CHAOS Industries, discusses the company's focus on developing advanced radar systems to address modern battlefield challenges, emphasizing the need for agile, multi-product solutions to counter evolving threats. He highlights the limitations of legacy radar systems, such as their size and lengthy manufacturing times, and introduces CHAOS Industries' innovative approach to creating more adaptable and rapidly deployable technologies. Tenet also mentions the company's recent $510 million funding round led by Valor Equity Partners, which will support further product development and manufacturing expansion.
• (03:04:57) - Reed Duchscher, founder and CEO of Night Media, is a prominent talent manager known for representing top digital creators like MrBeast and Kai Cenat. In the conversation, he discusses the evolving landscape of content creation, emphasizing the ease of becoming a creator today due to improved discoverability, and highlights YouTube's superior monetization opportunities compared to platforms like TikTok and Twitch. Duchscher also touches on the challenges creators face with platform algorithms and the importance of diversifying income streams beyond traditional ad revenue.
• (03:41:30) - 𝕏 Timeline Reactions

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• (02:07) - Blue Origin Lands New Glenn Rocket
• (15:58) - Valve Unveils Steam Machine Console
• (25:38) - 𝕏 Timeline Reactions
• (30:17) - Cantor Group Posts Record Year
• (50:24) - Will Manidis: "In The Flow"
• (01:02:47) - 𝕏 Timeline Reactions
• (01:25:49) - 2WAI Reactions
• (01:31:07) - Everett Randle is a venture capitalist and writer best known for his sharp essays on startup strategy, founder psychology, and the dynamics of elite tech ecosystems. He previously worked at Founders Fund and is widely read for articulating the unwritten rules and cultural patterns of Silicon Valley.
• (02:31:56) - Adam Faze, CEO of Gymnasium, a digital television studio producing short-form unscripted series for platforms like TikTok and Instagram, discusses his journey from traditional Hollywood to founding Gymnasium, emphasizing the shift towards digital content consumption. He highlights the success of shows like "Keep the Meter Running," which became a viral hit in New York City, illustrating the potential of high-quality, short-form content on social media platforms. Faze also touches on the evolving media landscape, noting that platforms like TikTok have become the new television, and discusses the role of artificial intelligence in empowering individual creators to produce blockbuster-level content independently.

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• (00:20) - AI Boom Hits Speed Bump
• (11:56) - Will Blue Owl Capital Fly Higher?
• (26:08) - AI Boom Hits Speed Bump
• (34:35) - 𝕏 Timeline Reactions
• (59:12) - Spencer Peterson, a general partner at Coatue Ventures, leads their growth fund focusing on late-stage, transformative technology companies. In the conversation, he discusses Coatue's investment in Cursor, an AI-assisted software development service developed by Anysphere, highlighting its rapid growth to a $9.9 billion valuation and $500 million in annual recurring revenue. Peterson emphasizes Cursor's unique culture, exceptional team, and the broader potential of AI in software development, noting the significant opportunities in the expanding market.
• (01:25:50) - Tyler and Cameron Winklevoss, co-founders of Gemini and Winklevoss Capital, discuss the launch of Cypherpunk Technologies, a rebranded public company focused on privacy and self-sovereignty. They highlight the company's recent $50 million investment in Zcash (ZEC), purchasing 203,775.27 ZEC at an average price of $245 per token, and their long-term commitment to holding these assets. The twins emphasize their belief in Zcash as a means to move value privately and their strategy to avoid fast capital by being the largest investors in the company.
• (01:29:49) - Max Hodak, a biomedical engineer and entrepreneur, is the founder and CEO of Science Corporation, a neurotechnology company developing brain-computer interfaces and retinal prostheses. In the conversation, he discusses his journey from co-founding Neuralink to establishing Science Corp, focusing on their development of the Science Eye—a visual prosthesis aimed at restoring vision for individuals with conditions like retinitis pigmentosa and age-related macular degeneration. He also elaborates on the company's innovative approach to brain-machine interfaces, emphasizing non-invasive technologies that avoid the need for in-skull implants.
• (02:02:27) - Andrew Dudum, founder and CEO of Hims & Hers Health, discusses the company's evolution into a leading telehealth platform offering a wide range of services, including cardiovascular risk assessments, weight loss treatments, and mental health support. He highlights the company's commitment to providing accessible, high-quality care through digital means, treating millions of patients daily. Dudum also emphasizes the importance of preventive healthcare and the role of personalized diagnostics in improving patient outcomes.
• (02:21:08) - Melisa Tokmak, founder and CEO of Netic, an AI company based in San Francisco, discusses how Netic's AI revenue engine assists essential service industries—such as HVAC, plumbing, and electrical services—in managing fluctuating demand by deploying AI agents to handle customer interactions efficiently. She highlights the challenges these industries face, including labor shortages and seasonal demand variations, and explains how Netic's technology enables businesses to predict needs, convert one-time interactions into recurring relationships, and maintain high service levels during peak times. Tokmak also shares that Netic recently secured a $20 million Series B funding round led by Founders Fund, emphasizing the company's strong fundamentals and commitment to building a business with solid margins and efficient scaling.
• (02:35:37) - Jeffrey Katzenberg, Founding Partner at WnderCo, discusses Alembic's recent $145 million funding round and its innovative approach to causal AI, which helps Fortune 500 companies understand the direct impact of their marketing and sales efforts. He highlights a case study with Delta Airlines, where Alembic's technology identified that the most profitable content during the Olympics was not traditional ads but the Delta medal presentation ceremonies, leading to increased ticket sales to Paris. Katzenberg also emphasizes the importance of ingesting vast amounts of data to provide actionable insights, enabling businesses to make informed decisions and optimize their strategies effectively.
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• (00:43) - Rage Baiting is for Losers
• (27:45) - Everett Randle’s 5x Controversy
• (38:07) - Rage Baiting is for Losers
• (42:08) - Dwarkesh Patel’s Satya Interview
• (01:00:04) - 𝕏 Timeline Reactions
• (01:01:56) - Jordan Nanos, a Member of Technical Staff at SemiAnalysis, discusses the depreciation practices of hyperscalers like Meta, Azure, Oracle, and Google, noting their extension of IT asset lifecycles from three to five years up to six years, which Michael Burry argues artificially boosts earnings. He highlights that Nvidia's two-to-three-year product cycles could pressure companies to upgrade hardware more frequently, potentially leading to increased capital expenditures. Nanos also emphasizes the importance of considering the operational lifespan and performance of GPUs, suggesting that while hardware may be used longer, rapid technological advancements might necessitate earlier replacements to maintain competitive performance.
• (01:32:07) - Brian Halligan, co-founder and former CEO of HubSpot, now serves as a senior advisor at Sequoia Capital, where he coaches startup founders. In the conversation, he discusses his role at Sequoia, coaching CEOs building AI-driven companies, and his new podcast launching tomorrow, which explores modern CEO practices. He also reflects on the evolving CEO playbook, highlighting unique leadership styles of figures like Jensen Huang and Elon Musk, and notes the emergence of 'five-tool' CEOs proficient in vision, coding, design, recruitment, and sales.
• (01:59:16) - Dr. Fei-Fei Li, a renowned computer scientist and co-founder of World Labs, discusses her company's vision to advance artificial intelligence by enhancing spatial intelligence, enabling AI systems to understand and interact with the three-dimensional physical world. She highlights the development of Marble, World Labs' first commercial product, which generates 3D virtual environments from text, images, or video inputs, aiming to empower creators in fields like gaming, visual effects, and virtual reality. Dr. Li emphasizes the importance of human creativity, stating that AI should augment rather than replace human creators, and envisions a future where AI's spatial intelligence leads to breakthroughs in various industries, including robotics and medicine.
• (02:29:48) - Scott Sanders, Chief Growth Officer at Forterra, discusses the company's recent $238 million Series C funding and their focus on developing autonomous vehicle technology for defense applications. He highlights Forterra's efforts to equip military vehicles with self-driving capabilities, communication nodes, and advanced weaponry to enhance battlefield effectiveness and reduce human risk. Sanders also emphasizes the importance of open architecture and partnerships with other defense technology firms to deliver comprehensive solutions to warfighters.
• (02:38:53) - Jeremy Allaire, CEO and founder of Circle, is a prominent technologist and entrepreneur known for co-creating the web development tool ColdFusion and founding Allaire Corporation. In the transcript, he discusses Circle's impressive Q3 earnings, highlighting a 108% year-over-year growth in USDC and a 600% increase in on-chain activity, reaching $9.6 trillion. He also introduces ARK, a new layer one blockchain network, and mentions collaborations with major companies like Visa and MasterCard, as well as AI firms, to develop agentic payment standards.
• (02:50:05) - Vladimir Novakovski, a Harvard graduate at 18 and former Citadel trader, is the founder and CEO of Lighter, an Ethereum-based decentralized exchange. In the conversation, he discusses Lighter's mission to provide low-cost, low-latency, secure, verifiable, and composable trading solutions, emphasizing the importance of transparency and trustlessness in decentralized finance. He also reflects on his journey from finance to AI and then to DeFi, highlighting the need for decentralized exchanges to offer superior product-market fit to attract users from centralized platforms.
• (03:01:59) - Andrew D'Souza, co-founder and CEO of Boardy, discusses how their AI-driven platform connects founders with investors to facilitate business growth. Since its recent launch, Boardy has attracted 5,000 founders seeking to raise $16 billion and 600 investors managing approximately $1 trillion in capital. D'Souza emphasizes the platform's role in creating high-quality, meaningful connections that unlock economic opportunities for both parties.
• (03:11:24) - Parag Agrawal, former CEO of Twitter, has founded Parallel Web Systems, an AI startup that has secured $30 million in funding from investors like Khosla Ventures and Index Ventures. In the transcript, Agrawal discusses the company's recent $100 million Series A funding round, highlighting the growing demand for AI agents capable of conducting real-time web research across various industries, including sales, finance, healthcare, and scientific research. He emphasizes Parallel's commitment to providing high-quality, authoritative data for AI applications, aiming to outperform existing models like OpenAI's GPT-5 in delivering accurate and reliable information.
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• (04:18) - AGI in 2035
• (21:28) - SoftBank’s OpenAI Windfall
• (27:42) - Buffett Goes Quiet
• (40:08) - 𝕏 Timeline Reactions
• (01:25:49) - Casey Handmer is a physicist-engineer and entrepreneur who earned a PhD in theoretical physics from California Institute of Technology (Caltech) and worked at Jet Propulsion Laboratory before founding Terraform Industries to build large-scale systems that convert sunlight and air into synthetic hydrocarbons.
• (02:08:05) - 𝕏 Timeline Reactions
• (02:10:21) - Growing Daniel, a tech industry commentator, discusses the importance of moral discernment in technology development, emphasizing that creators should strive to build products beneficial to society. He critiques the trend of funding ventures like gambling apps, arguing that such investments prioritize profit over societal well-being. Daniel also highlights the need for self-reflection among tech leaders, urging them to consider the ethical implications of their innovations.
• (02:32:11) - JD Ross, co-founder of Opendoor and WithCoverage, discusses his transition from real estate to the insurance industry, emphasizing the importance of aligning business incentives with customer needs. He highlights the value of offering return policies in home buying to build trust and ensure product quality, and shares insights on integrating AI into business operations to enhance efficiency and customer experience.
• (02:46:58) - Scott Shapiro, a former product leader at Facebook and Google, joined Coinbase in 2019 to lead the core consumer app product team, aiming to make cryptocurrency more accessible. In the conversation, he discusses Coinbase's launch of a new platform for individual investors to purchase digital tokens before they are listed on its exchange, with Monad being the first to sell its digital coin on this platform. He emphasizes the platform's focus on retail investors, the improved regulatory environment, and the commitment to quality over quantity in token offerings.
• (02:55:18) - Laurence Allen, CEO of Terranova and a recent UC Berkeley graduate, discusses his company's innovative approach to combating land subsidence and flooding by using terraforming robots to inject wood chip slurry underground, effectively raising land levels. This method offers a cost-effective solution for areas like San Rafael, California, which face significant flood risks due to subsidence. Allen also highlights Terranova's recent $7 million seed funding led by Congruent Ventures, aiming to expand their projects in flood prevention and wetland restoration.
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• (00:49) - Silicon Valley vs The Vatican
• (39:37) - Reacting to Bryan Johnson’s Trip
• (44:46) - 𝕏 Timeline Reactions
• (01:00:10) - Soren Monroe-Anderson, CEO and co-founder of Neros Technologies, a U.S.-based defense tech company specializing in unmanned aerial systems, announced a $75 million Series B funding led by Sequoia Capital. He discussed Neros' focus on producing low-cost, high-impact FPV drones for military applications, emphasizing the importance of a China-free supply chain and domestic manufacturing. Monroe-Anderson highlighted the critical role of FPV drones in modern warfare, particularly in Ukraine, and Neros' commitment to scaling production to meet growing demand.
• (01:34:43) - Jeff Miller, Vice President of Marketing at Anduril Industries, has a rich background in advertising and marketing, including roles at Ogilvy, PepsiCo, and Snap Inc. In the conversation, he discusses his journey to Anduril, emphasizing the company's mission-driven culture and innovative marketing strategies, such as the "Don't Work at Anduril" campaign designed to attract like-minded talent. Miller also highlights Anduril's approach to brand storytelling, focusing on clarity and authenticity to resonate with both potential employees and the broader public.
• (02:06:59) - 𝕏 Timeline Reactions
• (02:17:25) - Kaz Nejatian, the newly appointed CEO of Opendoor Technologies, brings a wealth of experience from his previous roles as COO and VP of Product at Shopify, and product leadership positions at Meta. In his recent conversation, Nejatian emphasized his commitment to leveraging artificial intelligence to simplify and expedite the home buying and selling process, aiming to make it more certain for consumers. He also highlighted the importance of operational efficiency and product innovation in achieving these goals.
• (02:43:55) - Paul Needham, CEO of The Infatuation, discusses the company's recent "Best New Restaurants" campaign, highlighting top dining spots across the U.S. and London, and shares insights into current dining trends, including the impact of economic factors on the restaurant industry and the rise of non-alcoholic beverages.
• (02:55:33) - Jordan Nanos, a member of the technical staff at SemiAnalysis, discusses the latest findings from ClusterMAX 2.0, an evaluation of GPU cloud providers. He highlights the emergence of new companies like CoreWeave, Navia, Slamda, FluidStack, and Crusoe, which are gaining market share from traditional providers such as AWS, Azure, GCP, and Oracle. Nanos emphasizes that not all GPUs are deployed equally, and the choice of provider significantly impacts AI transactions, underscoring the importance of selecting the right GPU provider for critical AI workloads.
• (03:14:45) - Isaiah Taylor, founder and CEO of Valar Atomics, discusses the company's recent $130 million Series A funding round, which will enable them to activate their nuclear reactor prototype built during their earlier $19 million seed round. He emphasizes the importance of reducing energy costs by mass-producing standardized reactors, aiming to make energy ten times cheaper than current rates. Taylor also highlights the technical challenges ahead, focusing on the need for rapid iteration and testing to successfully deploy their reactors and meet the growing demand for affordable energy.
• (03:28:09) - Hayden Adams, founder and CEO of Uniswap Labs, discusses the activation of protocol fees on the Uniswap platform, a move aimed at generating revenue for the Uniswap DAO. He emphasizes the importance of decentralization and transparent financial infrastructure, highlighting Uniswap's role in pioneering decentralized finance. Adams also addresses regulatory challenges faced by crypto companies in the U.S., expressing hope for clearer regulations that recognize the unique nature of decentralized protocols.
• (03:41:37) - Grant Lee, co-founder and CEO of Gamma, an AI-powered content creation platform, discusses the company's recent $68 million Series B funding led by Andreessen Horowitz, valuing Gamma at $2.1 billion. He highlights Gamma's profitability over the past two years, achieving $100 million in annual recurring revenue with a lean team of 50 employees. Lee attributes their success to early development of innovative editing tools and seamless integration of AI, enabling users to create presentations efficiently, and emphasizes the platform's organic virality and plans to expand through API partnerships.
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• (00:17) - Timeline in Turmoil over OpenAI
• (09:36) - Fannie & Freddie May Buy Tech Stakes
• (11:27) - The Mansion Section
• (18:23) - Elon's Trillion Dollar Pay Package
• (28:06) - Breaking Down the State of AI
• (55:55) - 𝕏 Timeline Reactions
• (01:11:07) - Katherine Boyle, a general partner at Andreessen Horowitz leading its American Dynamism fund, discusses the transformative speech by Secretary of Defense Pete Hegseth, which outlines significant reforms in defense acquisitions. These reforms prioritize commercial-first technologies, streamline the procurement process, and encourage competition from startups, aiming to modernize the military and enhance national security. Boyle emphasizes the positive impact these changes will have on Silicon Valley and the broader defense innovation base, marking a pivotal shift in defense technology integration.
• (01:29:44) - Mikey Shulman, co-founder and CEO of Suno, an AI-driven music creation platform, discusses the company's mission to democratize music production by enabling users to generate songs through text prompts, eliminating the need for traditional instruments or production software. He highlights Suno's evolution from a Discord bot to a web application, emphasizing the shift from a tech-savvy early user base to a broader audience seeking creative entertainment. Shulman also addresses the integration of AI in music, noting that while professionals increasingly adopt Suno to enhance their workflows, the platform primarily serves individuals who love music but lack formal training, fostering a new behavior of accessible music creation.
• (01:56:49) - Immad Akhund, co-founder and CEO of Mercury, a fintech company offering banking services tailored for startups, discusses Mercury's recent milestone of achieving three years of profitability, emphasizing the importance of building trust with customers by ensuring financial stability. He highlights the company's proactive measures, such as providing accelerated FDIC insurance to safeguard client deposits, especially in light of the Silicon Valley Bank crisis. Additionally, Akhund shares insights into Mercury's strategic use of AI to enhance back-office operations and customer service, underscoring the company's commitment to innovation and efficiency.
• (02:14:20) - 𝕏 Timeline Reactions
• (02:36:51) - Jordan Castro is an American novelist and poet known for his works "The Novelist" and "Muscle Man." In the conversation, Castro discusses his novel "Muscle Man," which follows Harold, a discontented literature professor who finds solace in weightlifting, exploring themes of masculinity and academia. He also reflects on his personal experiences with fitness, the impact of physical activity on mental health, and critiques the media's portrayal of masculinity.

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• (00:00) - OpenAI's "Backstop"
• (50:55) - The Benefits of Bubbles
• (56:00) - 𝕏 Timeline Reactions
• (01:13:21) - Bret Taylor, co-founder of Sierra and chairman of OpenAI, discusses Sierra's recent customer conference, Sierra Summit, highlighting the company's growth from a small team to serving over 400 customers, and announces new product features, including the ability to publish customer service agents directly to ChatGPT, reflecting the evolving landscape of customer engagement through AI agents.
• (01:31:44) - David Baszucki, co-founder and CEO of Roblox Corporation, discussed the platform's significant growth, noting that daily active users have reached approximately 150 million, with all content created by its vast developer community. He highlighted the company's goal to capture 10% of the global gaming market, up from the current 3%, and emphasized the importance of continuous innovation, particularly in integrating AI to enhance user experiences and support dynamic, large-scale multiplayer environments. Baszucki also addressed the platform's robust creator economy, mentioning that over $1 billion is projected to flow back to developers this year, underscoring Roblox's commitment to supporting its creator community.
• (01:58:43) - Vlad Tenev is the co-founder and CEO of Robinhood, a financial technology company he launched in 2013 to democratize finance for all. In the conversation, Tenev discusses Robinhood's strong earnings, highlighting relentless product velocity and increased market share across equities, options, crypto, and prediction markets, which have been doubling quarter over quarter since their launch a year ago. He also emphasizes the company's focus on becoming a comprehensive financial super app, aiming to handle all aspects of users' finances in one place.
• (02:33:33) - Uri Marchand, CEO and Co-Founder of Overwolf, a platform enabling in-game creators to build, distribute, and monetize apps and mods, discusses the company's role in supporting developers who enhance existing games with user-generated content (UGC). He emphasizes the importance of respecting intellectual property rights and collaborating with game studios to integrate UGC safely and effectively. Marchand also highlights Overwolf's significant growth, noting that the company has paid out approximately $800 million to creators, with $300 million distributed in the last 12 months.
• (02:47:30) - Alex Israel, co-founder and CEO of Metropolis Technologies, announced the company's recent $1.6 billion financing, comprising $500 million in Series D equity and a $1.1 billion term loan. He expressed confidence in managing the debt, citing Metropolis's scale, free cash flow, and plans to expand AI-driven, seamless payment solutions into new verticals like gas stations, car washes, and quick-service retail. Israel emphasized focusing on revenue synergies and long-term growth over cost-cutting, aiming to build trust with consumers through innovative, frictionless experiences.
• (02:57:01) - Paul Erlanger, co-founder of the crypto trading app fomo, discusses the platform's mission to become the largest financial platform built natively on crypto rails, offering users access to millions of digital assets with seamless onboarding and social features. He highlights Fomo's rapid growth since its launch six months ago, including onboarding over 120,000 users and achieving daily trading volumes between $20 to $40 million. Erlanger also emphasizes the company's focus on expanding asset offerings to include equities, bonds, and prediction markets, aiming to provide a comprehensive and accessible financial platform for the mass market.
• (03:04:17) - Nilam Ganenthiran, former President of Instacart and Partner at D1 Capital, is the Co-Founder and CEO of Beacon Software, an AI-focused holding company that acquires and grows niche vertical market software businesses serving underrepresented sectors. In the conversation, he discusses how Beacon partners with entrepreneurs to integrate AI into traditional industries like campgrounds and private schools, enhancing operations and customer engagement. He highlights examples such as using AI for lead generation in campground management and developing new products like letsboat.com to expand service offerings efficiently.
• (03:14:39) - Elon's New Comp Package

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• (00:31) - Isaacman Back in Cockpit at NASA
• (20:44) - Google Takes AI to Space
• (26:09) - 𝕏 Timeline Reactions
• (01:18:31) - Cliff Obrecht, co-founder and COO of Canva, discusses the company's growth to 260 million monthly active users and nearly $4 billion in revenue, emphasizing their focus on delivering user value through an integrated creative operating system. He highlights Canva's strategic incorporation of AI, including the acquisition of Leonardo, to enhance design capabilities and streamline workflows. Obrecht also shares insights on successful company acquisitions, stressing the importance of understanding founders' motivations and ensuring cultural alignment for effective integration.
• (01:33:41) - Jerry Murdock, co-founder of Insight Partners, discusses the firm's inception in 1995 alongside Jeff Horing, highlighting their early focus on infrastructure and applications to avoid the dot-com bubble, which ultimately did not shield them from the market downturn. He reflects on the challenges faced during the early 2000s, emphasizing the importance of adaptability and strategic investment in emerging technologies. Murdock also shares insights on the current AI boom, cautioning about potential economic disruptions and the necessity for companies to align with evolving technological platforms.
• (02:03:22) - 𝕏 Timeline Reactions
• (02:11:54) - SHL0MS is an anonymous artist known for provocative projects that challenge conventional norms, such as detonating a Lamborghini to critique the rapid wealth culture in cryptocurrency communities. In the conversation, he discusses his inclination to disrupt systems, his disdain for traditional labels like 'artist,' and his use of AI to enhance his creative endeavors.
• (02:26:52) - Shehzan Maredia, CEO of Lava, discusses the company's recent $200 million funding round and the launch of their Bitcoin Line of Credit, offering flexible, low-interest loans backed by Bitcoin. He highlights the product's adaptability to users' diverse financial needs, emphasizing its open-ended terms and absence of fixed payment schedules. Maredia also addresses Lava's strategy to navigate Bitcoin's volatility by maintaining a Bitcoin-only collateral policy and encouraging users to add more collateral to their loans.
• (02:34:18) - Mina Fahmi, co-founder of Sandbar, introduces the Stream ring—a wearable device designed to capture voice notes and control music through a touchpad interface. He explains that the ring allows users to effortlessly record thoughts and ideas on the go, with the companion app organizing these notes and facilitating interactions with an AI assistant. Fahmi also discusses the development timeline, noting that after two years of building, Sandbar plans to begin shipping the product in the summer of 2026.
• (02:41:52) - Alessandro Chesser, CEO of Dynasty and former VP of Sales at Carta, discusses how Dynasty simplifies the creation of Nevada trusts, enabling founders to leverage Qualified Small Business Stock (QSBS) exemptions for significant tax savings. By establishing multiple trusts, founders can maximize tax-free capital gains, with each trust eligible for up to $10 million in exemptions. Chesser emphasizes the importance of setting up these trusts early to avoid gift tax implications and highlights Dynasty's mission to make such financial strategies accessible to a broader audience.
• (02:48:34) - John Maslin, CEO and co-founder of Vulcan Elements, discusses the company's $1.4 billion deal with the U.S. government to establish a 10,000 metric ton rare earth magnet facility, aiming to address the nation's critical shortage in this sector. He emphasizes the urgency of building a domestic supply chain for these essential components, which are vital for defense, aerospace, and economic industries, and outlines plans to have initial capacity online by 2027, with efforts to accelerate the timeline if possible. Maslin also highlights the importance of a collaborative approach between industry and government to meet the growing demand for rare earth magnets, stressing that the challenge lies more in manufacturing capabilities than in raw material availability.
• (02:54:57) - 𝕏 Timeline Reactions
• (02:57:19) - Eugenia Kuyda, founder and CEO of Replika, an AI company focused on developing conversational AI for companionship and emotional support, discusses her new venture, Wabi, a personal software platform where users can discover, remix, or create mini apps for daily life. Unlike traditional app builders, Wabi hosts all mini apps within its platform, offering benefits like social graph discovery, integrated services, and enhanced security. Kuyda envisions Wabi as a YouTube for mini apps, aiming to set software free by providing an interface that allows users to tap into AI capabilities through personalized, lightweight workflows.
• (03:14:15) - Anish Acharya, a General Partner at Andreessen Horowitz, has a background in founding and leading consumer technology companies, including SocialDeck and Snowball, both acquired by major tech firms. In the conversation, he discusses the evolution of software from the eclectic and experimental nature of the early 90s internet to its current, more uniform state, emphasizing the need to reintroduce creativity and cultural diversity into software development. He highlights the potential of AI to democratize software creation, enabling rapid development of personalized applications and fostering a more participatory and innovative digital environment.
• (03:28:05) - David Risher, CEO of Lyft, and Erin Brewer, CFO of Lyft, discusses the company's record-breaking earnings, highlighting all-time highs in gross bookings, adjusted EBITDA, and free cash flow. They emphasize Lyft's strategic focus on customer satisfaction, aiming to reduce surge pricing by increasing driver supply and improving service metrics. The team also outlines plans for integrating autonomous vehicles into Lyft's platform through partnerships with industry leaders like Waymo and Baidu, creating a hybrid network that combines human drivers and robotaxis.

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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