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TBPN

TBPN

著者： John Coogan & Jordi Hays
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 Technology's daily show (formerly the Technology Brothers Podcast). Streaming live on X and YouTube from 11 - 2 PM PST Monday - Friday. Available on X, Apple, Spotify, and YouTube.TBPN Corp マネジメント・リーダーシップ リーダーシップ 経済学
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  • Weekly Recap: Sam vs. Elon, Cluely's Crazy Ad, UFC x Paramount, Apple's AI Robot

    Weekly Recap: Sam vs. Elon, Cluely's Crazy Ad, UFC x Paramount, Apple's AI Robot
    2025/08/16

    • (00:00) - Intro
    • (00:05) - Sam Altman vs. Elon Musk
    • (25:34) - Roy Lee and Cluely's Curious Marketing Strategy
    • (28:50) - Ads in ChatGPT
    • (38:20) - Perplexity Wants to Buy Chrome
    • (55:10) - UFC’s $7.7 Billion Paramount Deal
    • (01:09:13) - Apple is Building a Robotic Siri For Your Home
    • (01:28:40) - Slop vs. Steel Debate w/ Delian Asparouhov (Varda) & Everett Randle (Kleiner Perkins)

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    2 時間
  • Slop vs. Steel Showdown w/ Delian & Everett, GPT-5 Backlash, Trump Eyes Intel Stake | Bill Bishop, Jimmy Goodrich, Lennart Heim, David Stout, Cameron Schiller, Cyriac Roeding, NFM Live

    Slop vs. Steel Showdown w/ Delian & Everett, GPT-5 Backlash, Trump Eyes Intel Stake | Bill Bishop, Jimmy Goodrich, Lennart Heim, David Stout, Cameron Schiller, Cyriac Roeding, NFM Live
    2025/08/15
    (00:54) - LIVE Slop vs. Steel Debate w/ Delian & Everett. Delian Asparouhov, a Bulgarian-born entrepreneur and venture capitalist, is a partner at Founders Fund and co-founder of Varda Space Industries. Everett Randle is a partner at Kleiner Perkins, where he focuses on inflection-stage investments in tech startups. He rejoined the firm in 2022 after stints at Founders Fund—where he backed companies like Rippling, Wave, Stord, and Chronosphere—as well as earlier roles at Bond Capital and Vista Equity Partners. (33:36) - Timeline (42:06) - GPT-5 Backlash (01:03:08) - Deepseek's Next AI Model Delayed (01:10:42) - Timeline (01:13:04) - Trump Considers Stake in Intel (01:23:56) - Timeline (01:27:48) - Bill Bishop, co-founder of CBS MarketWatch and author of the Sinocism newsletter, is a seasoned China analyst with extensive experience living and working in Beijing. In the conversation, he critiques the U.S. strategy of selling Nvidia's H20 AI chips to China, arguing that it inadvertently aids China's goal of technological self-reliance by allowing them to bridge gaps in their domestic capabilities. Bishop emphasizes that China's Communist Party is committed to reducing dependence on foreign technology, and U.S. policies facilitating chip sales may ultimately undermine America's competitive edge in AI development. (01:45:23) - Jimmy Goodrich, a leading expert on technology, geopolitics, and national security with a focus on China and East Asia, discusses the complexities of U.S. export controls on semiconductors to China, highlighting how these measures often lead to stockpiling by Chinese companies and are perceived as inconsistent by Beijing. He emphasizes the significant value of Nvidia's H20 chip for China's AI development, noting its cost-effectiveness and the widespread use of Nvidia's CUDA platform among Chinese developers. Goodrich also expresses concerns about the potential national security risks associated with providing advanced computing capabilities to China, including their applications in cyber warfare and disinformation campaigns. (02:01:12) - Lennart Heim, an associate information scientist at RAND and professor of policy analysis at the Pardee RAND Graduate School, focuses on the role of computational resources in advanced AI systems and their governance. In the conversation, he discusses the complexities of the semiconductor supply chain, highlighting the dominance of companies like TSMC and ASML in chip fabrication and the challenges faced by competitors such as Intel. He also explores the potential of cloud computing as a governance tool, suggesting that centralized control over AI compute resources could enhance security and oversight. (02:14:00) - David Stout, founder and CEO of webAI, discusses the company's focus on developing AI models that operate directly on devices, enhancing privacy and reducing reliance on cloud infrastructure. He highlights their proprietary technology stack, including a runtime engine and AI library, which enables running large models on local hardware like laptops. Stout also addresses the importance of memory in AI performance, advocating for increased RAM in devices to support more efficient on-device inference. (02:30:53) - Cameron Schiller, CEO of Rangeview, discusses the company's mission to revitalize American manufacturing through automated aerospace foundries, emphasizing the need for a national resurgence in industrial production to address both economic and security concerns. He highlights the importance of traditional manufacturing methods like casting, advocating for their modernization to enhance efficiency and scalability. Schiller also reflects on his personal journey, influenced by his father's engineering background, and calls for a collective effort to rebuild the nation's manufacturing capabilities. (02:42:20) - Cyriac Roeding, a Silicon Valley-based German-American entrepreneur, is the co-founder and CEO of Earli, a company focused on early cancer detection and treatment. In the conversation, Roeding discusses Earli's innovative approach of using genetic constructs that activate only in cancer cells, compelling them to produce proteins that either make the cancer visible or stimulate the immune system to attack it. He also highlights the challenges in biotech funding, emphasizing the need for a national commitment to maintain U.S. leadership in biotechnology. (02:49:09) - NFM Live is a podcast series produced by NFM TV, a platform that delivers mortgage industry news and insights. In this episode, the hosts discuss their backgrounds in venture capital, their experiences in the Korean tech market, and their plans to expand their podcast to reach a global audience. They also share their aspirations to feature prominent guests, including venture capitalists, engineers, authors, and even political figures, aiming to build a unique brand in the media landscape.TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://...
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    2 時間 58 分
  • NVIDIA Chip Export Debate with Aaron Ginn, Apple Building a Robotic Siri | Delian Asparouhov, Jen Bucci, Ben Kennedy, Jessica Wu, Parag Agrawal, Eric Simons, Matt George

    NVIDIA Chip Export Debate with Aaron Ginn, Apple Building a Robotic Siri | Delian Asparouhov, Jen Bucci, Ben Kennedy, Jessica Wu, Parag Agrawal, Eric Simons, Matt George
    2025/08/14
    (08:42) - NVIDIA Chip Export Debate w/ Aaron Ginn. Aaron Ginn is a technology entrepreneur and policy analyst known for his insights into artificial intelligence (AI) and U.S.-China relations. In the conversation, he critiques the notion that restricting Chinese access to Nvidia's AI hardware will hinder China's AI progress, suggesting it may instead accelerate their development of domestic alternatives. He also discusses the inefficacy of U.S. export controls, emphasizing that such measures might not effectively impede China's AI advancements. (49:43) - Apple is Building a Robotic Siri For Your Home (01:11:50) - Timeline (01:28:42) - Delian Asparouhov is a Bulgarian-born entrepreneur and investor who is a Partner at Founders Fund and the Co-founder and President of Varda Space Industries, which builds space factories to manufacture pharmaceuticals in microgravity. He previously founded the healthcare app Nightingale, led growth at Teespring, and served as a Principal at Khosla Ventures. (02:03:05) - Jen Bucci is the Head of Design at Anduril Industries, where she leads the company's design identity across brand and product. In the conversation, she discusses the design elements of Anduril's NASCAR paint scheme, highlighting the use of black and safety yellow to reflect the company's core colors and their application in product design. She also emphasizes the synergy between Anduril's identity and NASCAR's bold graphics and high-visibility colors. (02:09:17) - Timeline (02:18:45) - Ben Kennedy, NASCAR's Executive Vice President and Chief Venue & Racing Innovations Officer, discusses the upcoming "Race on the Base" event scheduled for June 19-21, 2026, at Naval Base Coronado in San Diego. This historic event will feature NASCAR's top three series—the Cup Series, Xfinity Series, and Craftsman Truck Series—racing on a temporary three-mile circuit winding through the base, including the tarmac and past aircraft carriers. Kennedy highlights the partnership with Anduril, emphasizing their shared values of precision, speed, and innovation, and invites interested technology companies to explore collaboration opportunities with NASCAR. (02:25:28) - Jessica Wu, co-founder and CEO of Sola, an agentic process automation platform, discusses how Sola leverages AI to automate complex operational workflows by mimicking human actions across various platforms. She highlights the platform's application in logistics, where it integrates with internal portals, external systems, and spreadsheets to manage end-to-end shipment processes, reducing manual labor. Wu also announces Sola's recent $17 million Series A funding led by Andreessen Horowitz, with continued support from Conviction and Y Combinator. (02:33:36) - Parag Agrawal, former CEO of Twitter, has founded Parallel Web Systems, an AI startup developing infrastructure for AI applications to utilize web data. In the conversation, Agrawal discusses the launch of Parallel's Deep Research API, which enables enterprises to integrate advanced AI-driven web data analysis into their workflows, outperforming existing models in quality and accuracy. He also highlights the company's focus on optimizing the balance between cost and performance, aiming to provide superior AI solutions across various industries. (02:43:41) - Eric Simons is the founder and CEO of StackBlitz, the company behind Bolt, a web-based AI coding agent that rapidly grew from zero to $40 million in annual recurring revenue within five months. In the conversation, he discusses Bolt's transition to a new business model, emphasizing that as margins on AI prompting decrease, the company plans to generate revenue by hosting websites and applications. He also highlights the importance of offering the best services and workflows to customers, focusing on hosting services and collaborative product development tools to ensure high retention rates. (02:52:23) - Matt George, founder and CEO of Merlin, discusses the company's development of the Merlin Pilot, an advanced automation system for aircraft, and their recent announcement to go public, marking a significant milestone as one of the first defense startups to do so. He explains that this move will enable Merlin to raise capital for executing large contracts, particularly with the U.S. Air Force, and facilitate mergers and acquisitions. Additionally, George highlights the potential of their technology to reduce the number of pilots required per aircraft, leading to substantial cost savings for the airline industry and enhancing mission management capabilities for military operations. (02:59:06) - U.S. Plans Potential Equity Backing For Intel.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://...
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    3 時間 2 分
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