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(05:56) - Brad Gerstner. Brad is the founder and CEO of Altimeter Capital, a technology-focused investment firm backing companies like Snowflake, Uber, and Meta. He’s known for his outspoken views on markets, innovation, and long-term investing in Silicon Valley.(36:05) - AJ Piplica + Zach Shore. AJ is the CEO of Hermeus, a startup developing hypersonic aircraft to revolutionize defense and commercial flight. Zach Shore is the VP of Strategic Development at Hermeus, contributing to the company's mission of building the world’s fastest reusable aircraft with speeds over Mach 5.(51:16) - Delian Asparouhov + Raycho Raychev. Delian is a partner at Founders Fund and co-founder of Varda Space Industries, focused on space-based manufacturing. Raycho is the founder and CEO of EnduroSat, which builds advanced nanosatellites and supports accessible space missions.(01:12:32) - Carlo Kobe. Carlo is the co-founder and CEO of Fizz, a private social network for college campuses that has rapidly expanded across the U.S. He’s a Thiel Fellow building community-driven platforms with a focus on authenticity and scale.(01:26:51) - Steven Pang. Steven is a co-founder of Orbit, a startup focused on enhancing physical performance and rehabilitation through neuromuscular stimulation technology. He is building systems that bridge hardware and neuroscience to improve motor recovery.(01:37:29) - Elias Fizesan. Elias is the founder of Canopy Labs, which is developing AI-native infrastructure for scientific research and experimental design. He’s focused on accelerating innovation in drug discovery and applied biology.(01:46:59) - Jackson Denka. Jackson is the founder of Azura, a company building next-generation air conditioning and thermal management systems to dramatically reduce energy consumption. He is rethinking HVAC from the ground up for a more sustainable future.(01:58:08) - Hooman Reza Nezhad. Hooman is the founder of Solcao Industries, a startup working on solar-powered desalination systems and renewable water technologies. His work addresses critical global challenges around clean water access and energy.(02:07:22) - Ferdinand Dabitz. Ferdinand is the founder of Ivy, a platform designed to streamline collaboration and research workflows in science and academia. He’s focused on improving the way researchers share data and insights.(02:16:06) - Juan Pablo Ebrath. Juan Pablo is the founder of Phase Labs, building tools to bring multiplayer collaboration into software development environments. He’s focused on improving dev productivity through real-time, shared coding spaces.(02:26:52) - Jennifer Lin. Jennifer is the founder of AUG Tx, a biotech company developing novel therapeutics for autoimmune diseases. She combines computational biology with drug development to target previously untreatable conditions.(02:36:21) - Teddy Warner. Teddy is the co-founder and CEO of Intempus, a platform providing data-driven tools for property management and real estate investing. He’s leveraging automation and analytics to simplify property operations.(02:46:14) - Sigil Wen. Sigil is the founder of Extraordinary, a platform that helps individuals unlock peak performance through personalized routines and habit systems. His work blends behavioral science with AI coaching.(02:57:30) - Aidan Smith. Aidan is the founder of Innerphases, a startup developing next-gen neurointerfaces for immersive computing. He’s building tools that aim to transform how humans interact with machines.(03:08:08) - Colton El-Habr. Colton is a co-founder of Orbit, where he works on developing neuromuscular stimulation technologies alongside Steven Pang. His background spans hardware engineering and applied neuroscience.(03:20:25) - Koki Mashita. Koki is the founder of Aeolus Labs, working at the intersection of robotics and decentralized infrastructure. His work includes building autonomous physical systems that operate in trustless environments. -
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(05:41) - The Information Profiles TBPN(39:44) - Apple's AI Struggles(41:22) - Sam Altman's Trillion Dollar AI Device(46:15) - Jori Lallo. Jori is the co-founder of Linear, a streamlined product management tool used by top startups and engineering teams. He previously co-founded Coinbase and has a background in building elegant, fast, and developer-centric software products.(01:01:43) - Zach Weinberg. Zach is a co-founder and general partner at Operator Partners and previously co-founded Flatiron Health, which was acquired by Roche for $1.9 billion. He is an active seed investor and operator across healthcare and software startups.(01:31:50) - Leigh Marie Braswell. Leigh Marie is a partner at Founders Fund, focused on early-stage AI and infrastructure companies. She previously worked at Scale AI and has a background in electrical engineering and machine learning.(02:00:19) - Stephen Balaban. Stephen is the co-founder and CEO of Lambda, a company building high-performance GPU infrastructure for training AI models. He’s been at the forefront of deep learning hardware and computer vision since the early days of modern AI.(02:31:06) - Sam Lessin. Sam is a general partner at Slow Ventures and a former VP of product at Facebook. He writes The Information’s Private Tech column and invests across consumer, media, and frontier tech.(02:59:35) - Bobby Goodlatte. Bobby is an early-stage investor and designer, known for his early role at Facebook and his investments in companies like Coinbase and Lambda School. He is a founding partner at Form Capital.(03:14:47) - Auren Hoffman. Auren is the CEO of SafeGraph and previously founded LiveRamp, which was acquired by Acxiom. He is an expert in data infrastructure and frequently writes about technology, policy, and markets.(03:31:04) - Doug Bernauer. Doug is the founder and CEO of Radiant Industries, a company developing portable nuclear reactors to power remote locations and space missions. He previously worked at SpaceX and is focused on building scalable, clean energy infrastructure.(03:47:28) - Isaiah Taylor. Isaiah is the founder of Valar Atomics, a company focused on developing advanced nuclear technologies. He previously advised leading AI labs on public policy and now works at the intersection of energy, national security, and deep tech innovation. -
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(04:10) - Google I/O Breakdown(42:54) - Jony Ive Joins OpenAI Analysis(01:00:33) - Dan Shipper. Dan is the co-founder and CEO of Every, a business writing collective and newsletter platform for founders, operators, and technologists. He also writes Chain of Thought, a popular column exploring tech, psychology, and self-improvement.(01:27:50) - TJ Parker. TJ is the co-founder of Matrix, a stealth health tech startup. He previously co-founded PillPack, the online pharmacy acquired by Amazon for nearly $1 billion.(01:56:20) - Reggie James. Reggie is a writer and technologist who recently published Hardware, a book exploring identity and creativity in the age of machines. He previously co-founded Eternal and continues to explore the intersection of internet culture, software, and design.(02:27:55) - Timeline(02:30:18) - Keith Rabois. Keith is a general partner at Khosla Ventures and formerly with Founders Fund, with a storied track record as an operator and investor at companies like PayPal, Square, and OpenDoor. He is known for backing and advising dozens of high-growth startups in consumer and enterprise tech.(03:01:53) - Ben Hylak. Ben is the founder of Raindrop AI, a platform focused on intelligent information capture. He previously co-hosted the Latent Space podcast and has built a reputation for bridging AI infrastructure with practical workflows for teams. -
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(04:06) - New OpenAI Hardware Device(34:49) - Google I/O Reactions(38:49) - U.S. Formally Accepts Luxury Jet From Qatar(58:20) - Erik Prince. Erik is the founder of Blackwater, a private military company that provided security services to the U.S. government and other clients worldwide. He is a former Navy SEAL and now focuses on logistics, security consulting, and international ventures in defense and energy.(01:29:17) - Anthony Pompliano. Anthony is an investor and entrepreneur best known for his advocacy of Bitcoin and hosting The Pomp Podcast. He is a former product manager at Facebook and Snapchat and now invests across early-stage tech and digital asset companies.(01:45:14) - Nikunj Handa. Nikunj is a machine learning engineer and writer focused on AI systems, model architecture, and deployment at scale. He shares insights through his newsletter and has built a large following for his clarity on cutting-edge AI topics.(01:59:47) - David Senra. David is the creator and host of the Founders podcast, where he explores the lives and lessons of history’s most iconic entrepreneurs. His breakdowns of business biographies have built a loyal following among founders, operators, and investors.(02:19:58) - Scott Wu. Scott is the co-founder and CEO of Cognition AI, the company behind Devin, the world’s first AI software engineer. A former programming champion, he now leads efforts to push the boundaries of autonomous AI development.(02:41:17) - Joe Wiesenthal. Joe is an editor at Bloomberg and co-host of the Odd Lots podcast, where he covers markets, macroeconomics, and financial systems. He is known for his sharp real-time analysis and engaging interviews with economists, traders, and technologists. -
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(07:21) - Microsoft Build Recap(25:34) - Ben Thompson: The Agentic Web and the Original Sin Breakdown(01:05:06) - OpenAI's Stargate Datacenter(02:03:07) - Austen Allred. Austen is the founder and CEO of Gauntlet AI, a company focused on helping developers evaluate and test AI systems with greater precision. He previously co-founded Lambda School and is known for building tools that improve access to education and technology.(02:21:53) - Jeff Morris Jr. Jeff is the founder and managing partner of Chapter One, a venture fund focused on early-stage consumer and crypto startups. He previously led product and revenue at Tinder and has invested in companies like Lyft, Replit, and Notion.(02:41:42) - Cliff Weitzman. Cliff is the founder and CEO of Speechify, a text-to-speech platform designed to improve accessibility and productivity. He started the company to support people with dyslexia and has grown it into one of the leading tools in assistive technology.(03:03:16) - Logan Kilpatrick & Tulsee Doshi. Logan leads Google AI Studio, a platform that helps developers build with Google’s latest generative AI models. He previously worked in developer relations at OpenAI and is known for his work making cutting-edge AI more accessible. Tulsee Doshi leads Product for Responsible AI at Google DeepMind, where she focuses on building ethical and inclusive AI systems. Her work helps guide both internal development and public tools for fairness and transparency in machine learning. -
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(05:04) - Regeneration to Buy 23andMe(10:21) - NVIDIA Updates(43:33) - NVIDIA Plans to Invest in PsiQuantum(54:20) - Behind Microsoft's Layoffs(01:07:02) - Why Apple Still Hasn't Cracked AI(01:23:06) - Walter Chen. Walter is the co-founder and CEO of Sacra, a research platform that provides private market insights for investors. He previously co-founded and led content marketing platform iDoneThis, and has a background in law and software engineering.(01:43:43) - Michael Dempsey. Michael is the Managing Partner at Compound, a venture capital firm investing in frontier technologies. He focuses on early-stage companies in AI, infrastructure, and software, and previously worked in quantitative finance.(02:00:26) - Sriram Krishnan. Sriram is the Senior White House Policy Advisor on Artificial Intelligence. As the leader of the United States' policy team regarding artificial intelligence, Krishnan plays a significant role in shaping the administration’s approach to AI and driving measures to advance federal adoption of AI.(02:29:14) - Joshua Steinman. Joshua is the founder of Galvanick, a cybersecurity company focused on protecting industrial infrastructure. He previously served as the Senior Director for Cybersecurity at the National Security Council during the Trump administration. -
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(00:57) - Matt Grimm. Matt is the Co-Founder and Chief Operating Officer of Anduril Industries, a defense technology company specializing in autonomous systems and AI-powered solutions. Prior to Anduril, he held roles at Palantir Technologies and Mithril Capital Management, focusing on national security and venture investments.(10:22) - OpenAI Launches Codex(14:42) - Meta Delays Llama 4 Behemoth(23:55) - Epic Games Says Apple Blocked Submission(30:29) - Kevin Weil. Kevin is the Chief Product Officer at OpenAI, where he oversees the development of consumer and enterprise AI products, including ChatGPT and the OpenAI API. His previous experience includes leadership roles at Twitter, Instagram, and Planet Labs, as well as co-founding the Libra cryptocurrency project at Facebook.(01:05:50) - Blake Scholl. Blake is the Founder and CEO of Boom Supersonic, a company aiming to make high-speed air travel mainstream through the development of supersonic passenger jets. Before founding Boom in 2014, he held positions at Amazon and Groupon, and co-founded the mobile technology startup Kima Labs.(01:31:58) - Tim Fist. Tim is the Director of Emerging Technology Policy at the Institute for Progress, focusing on AI infrastructure and innovation policy. He also serves as an Adjunct Senior Fellow at the Center for a New American Security, with a background in machine learning and AI hardware development.(02:03:33) - Chris Best. Chris is the Co-Founder and CEO of Substack, a platform that enables writers to publish and monetize newsletters through paid subscriptions. Prior to Substack, he co-founded and served as CTO of the messaging app Kik.(02:29:52) - Sean Henry. Sean is the Co-Founder and CEO of Stord, a company providing cloud-based supply chain solutions for businesses. Under his leadership, Stord has raised significant funding to expand its logistics and fulfillment services.(02:46:10) - TBPN Reacts to the Timeline -
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(02:26) - Warren Buffett Exclusive in WSJ(07:22) - Airbnb 2.0(32:30) - U.S. Scraps 'AI Diffusion' Rule(40:25) - Apple to Support Brain-Implant Control(47:11) - Delian Asparouhov. Delian is a partner at Founders Fund and the co-founder of Varda Space Industries, which is building the world’s first space factories. He previously led growth at Teespring and founded Nightingale, a healthcare startup.(01:02:12) - Alex Blania. Alex is the CEO and co-founder of Tools for Humanity, the company behind Worldcoin. He co-founded the project with Sam Altman to create a global digital identity and financial network.(01:31:13) - Josh Wolfe. Josh is the co-founder and managing partner at Lux Capital, where he invests in frontier technologies across science and defense. He has backed companies like Anduril, Planet, and Kymeta, and serves on multiple company boards.(02:03:44) - Jason Fried. Jason is the co-founder and CEO of 37signals, the company behind Basecamp and HEY. He’s also the co-author of best-selling business books like Rework and Remote.(02:36:35) - Eugenia Kuyda. Eugenia is the co-founder and CEO of Replika, an AI chatbot designed to offer emotional companionship and support. She launched Replika to help people process grief and connect through AI-driven conversation. -
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(03:10) - Is Open-Source AI Dead?(04:35) - OpenAI Restructuring(18:50) - Investors Comment on Open-Source AI(31:33) - Chris Pedregal. Chris is the founder and CEO of Granola, an AI-powered notepad designed to enhance productivity during back-to-back meetings. Previously, he co-founded Socratic, an educational app acquired by Google.(45:17) - Joshua Browder. Joshua is the founder and CEO of DoNotPay, the world's first AI-powered legal service platform aimed at automating consumer rights processes. He also leads Browder Capital, focusing on investments in innovative legal tech startups.(01:01:32) - Bryan Johnson. Bryan is the founder of Don't Die, a longevity company pioneering protocols and tools to slow aging and extend healthspan. Through extreme self-tracking and data-driven experimentation, he aims to build a roadmap for reversing biological age.(01:21:28) - Matteo Franceschetti. Matteo is the co-founder and CEO of Eight Sleep, a company that integrates technology into sleep products to optimize health and performance. His work emphasizes the importance of sleep fitness in overall well-being.(01:40:20) - Erik Torenberg. Erik is a general partner at Andreessen Horowitz, where he brings a decade of experience at the intersection of investing, product, and media. He previously founded Turpentine, a media company focused on tech and culture.(01:53:52) - Jen Kha. Jen is the Operating Partner and Head of Investor Relations and Fundraising at Andreessen Horowitz (a16z), where she leads the firm’s capital-raising strategy and manages relationships with limited partners. Over her career, she has facilitated the raising of over $40 billion in capital, drawing on her experience from roles at Technology Crossover Ventures, HSN, Inc., and BMO Capital Markets.(02:04:54) - Anjney Midha. Anjney is a general partner at Andreessen Horowitz, investing in AI, infrastructure, and open-source technologies. He serves on the boards of several AI startups, including Mistral and Black Forest Labs.(02:21:53) - Martin Casado. Martin is a general partner at Andreessen Horowitz, leading the firm's infrastructure practice. He was a pioneer in software-defined networking and co-founded Nicira Networks.(02:31:45) - David George. David is a General Partner at Andreessen Horowitz (a16z), where he leads the firm's Growth investing team. Since joining in 2019, he has spearheaded investments in companies like Roblox, Coinbase, and Databricks, drawing on his prior experience at General Atlantic with firms such as Airbnb and Slack.(02:47:27) - David Ulevitch. David is a general partner at Andreessen Horowitz, focusing on American Dynamism, investing in companies that advance national interests. He previously founded OpenDNS, a security company acquired by Cisco.(03:00:09) - Anish Acharya. Anish is a General Partner at Andreessen Horowitz (a16z), where he leads investments in consumer AI applications and innovative digital experiences. With a background as a founder of two acquired startups, he focuses on products that blend cutting-edge technology with exceptional design.(03:11:40) - Marc Andreessen. Marc is a co-founder and general partner at Andreessen Horowitz (a16z), a leading venture capital firm. He is also known for co-authoring Mosaic, the first widely used web browser, and co-founding Netscape. -
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(02:39) - Tech Takes Over Saudi Arabia(22:35) - Tesla's Robotaxi Timelines(40:38) - Big Tech's AI Midlife Crisis(45:23) - Dylan Abruscato. Dylan is the creator of Crypto: The Game, an on-chain survival game that blends gameplay with crypto-native mechanics. He’s known for pushing the boundaries of interactive web3 experiences.(59:34) - Jared Madfes. Jared is an investor and writer who has become an online correspondent on Saudi Arabia’s growing influence in tech and finance. His commentary blends humor, geopolitics, and startup insight.(01:14:04) - Sam D'Amico. Sam is the founder and CEO of Impulse Labs, a company developing battery-integrated induction stoves that combine high performance with grid energy storage. With a background in hardware engineering at companies like Google and Oculus, Sam is leveraging his expertise to revolutionize home appliances and drive electrification.(01:32:33) - Vincent Weisser. Vincent is the co-founder of Prime Intellect, a decentralized AI platform that aggregates global compute to collaboratively train and co-own advanced models. He helped lead the development of INTELLECT-2, a 32-billion-parameter reasoning model trained through globally distributed reinforcement learning.(01:47:30) - Maneet Khaira. Maneet is the founder and CEO of Backbone, a company specializing in mobile gaming hardware and software. Backbone is best known for its Backbone One controller, which transforms smartphones into portable gaming consoles, and its companion app that integrates with services like Xbox Cloud Gaming and PlayStation Remote Play.(01:59:48) - Aaron Ginn. Aaron is the co-founder and CEO of Hydra Host, a platform providing decentralized, bare-metal GPU infrastructure for AI and high-performance computing workloads.(02:36:06) - Dan Gray. Dan is the Head of Insights at Equidam, a platform specializing in startup valuation. He is also a frequent contributor to Crunchbase News, where he shares his expertise on startup valuation and fundraising trends. -
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(05:48) - Surprise U.S.-China Trade Deal.(22:17) - Trump EO on Drug Prices.(35:39) - New Air Force One in 2025?(43:04) - Perplexity Valuation Surge.(46:03) - Crémieux. Crémieux is a writer who explores genetics, econometrics, and demographics. His work blends data-driven analysis with cultural insight, earning him a loyal following in intellectually curious circles.(01:04:09) - Tess Cameron. Tess is an emerging voice in venture capital and technology commentary. She is known for her work analyzing trends in consumer tech and startups.(01:31:58) - Jack Dreifuss. Jack is a venture investor and entrepreneur involved in tech and finance circles. He is known for working at the intersection of emerging technologies and startup incubation.(01:45:04) - Pippa Lamb. Pippa is a partner at Sweet Capital, the investment firm founded by the creators of Candy Crush. She focuses on early-stage investments in consumer and wellness brands.(02:02:54) - Eoghan McCabe. Eoghan is the co-founder and Chairman of Intercom, a customer messaging platform. He previously served as CEO and is a vocal advocate for design-led product development.(02:32:04) - David Tisch. David is the Managing Partner at BoxGroup, an early-stage venture capital firm. He’s invested in companies like Warby Parker, Airtable, and Harry’s.(03:05:34) - TJ Parker. TJ is the co-founder of PillPack, an online pharmacy acquired by Amazon for nearly $1 billion. He is a trained pharmacist who helped modernize prescription delivery. -
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