Episodes

  • Mark Cuban, Vlad Tenev & MORE | Larry Ellison's Cloud Scores Big, Silicon Valley's Family Life, Qasar Younis, Minna Song

    Mark Cuban, Vlad Tenev & MORE | Larry Ellison's Cloud Scores Big, Silicon Valley's Family Life, Qasar Younis, Minna Song
    Aug 20 2025

    • (00:21) - Timeline
    • (06:37) - AI Orality Opens Up the Grift Gates
    • (27:23) - Ellison's Cloud Scores Big with AI Titans
    • (44:25) - Timeline
    • (01:35:31) - Silicon Valley's Pro-Family Posture Fights Reality
    • (01:46:00) - Timeline
    • (01:57:17) - Vlad Tenev, co-founder and CEO of Robinhood, discusses the company's evolution into a comprehensive financial platform, offering services like credit cards, banking, and retirement accounts. He highlights Robinhood's mission to democratize finance by enabling customers to manage various financial assets and transactions within a single app. Tenev also emphasizes the integration of AI to enhance customer support and the company's commitment to expanding access to financial markets, including initiatives to involve retail investors in IPOs and private markets.
    • (02:31:59) - Mark Cuban, a billionaire entrepreneur and owner of the Dallas Mavericks, discusses the potential risks of integrating advertisements into AI models, emphasizing that such practices could lead to manipulative outputs and ethical concerns. He highlights the importance of maintaining transparency and trust in AI interactions, warning that ad-driven algorithms might prioritize profit over accuracy, similar to issues observed in social media platforms. Cuban advocates for clear identification of any advertising within AI platforms to ensure users are aware when they are being marketed to, thereby preserving consumer trust.
    • (03:02:38) - Qasar Younis, co-founder and CEO of Applied Intuition, discusses his company's role in providing software tools for autonomous vehicle development, emphasizing their profitability and high gross margins. He highlights their partnerships with major automotive OEMs, including GM, and the adaptability of their software across different hardware platforms. Younis also addresses the evolving landscape of vehicle autonomy, noting the industry's shift towards integrated, cost-effective sensor solutions and the importance of maintaining brand identity amidst technological advancements.
    • (03:22:33) - Minna Song, co-founder and CEO of EliseAI, holds a Computer Science degree from MIT and founded the company in 2017 to address inefficiencies in housing communication. In the conversation, she discusses EliseAI's origins, emphasizing its focus on automating property management tasks through AI to enhance operational efficiency and tenant satisfaction. She also highlights the company's commitment to providing reliable, enterprise-grade AI solutions tailored to the unique challenges of the housing industry.

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    3 hrs and 33 mins
  • Chamath Is Back With New SPAC, AI Scrutiny, China’s Moon Push | Pete DeJoy, Marty Kausas, Matteo Franceschetti, Abdul Al-Asaad, Derek Lo, Alex Telford

    Chamath Is Back With New SPAC, AI Scrutiny, China’s Moon Push | Pete DeJoy, Marty Kausas, Matteo Franceschetti, Abdul Al-Asaad, Derek Lo, Alex Telford
    Aug 19 2025

    • (00:30) - Chamath is Back with New SPAC
    • (31:33) - Timeline
    • (01:01:23) - TBPN Substack
    • (01:16:35) - Gong of the Day
    • (01:26:14) - Timeline
    • (01:59:29) - Pete DeJoy, co-founder and interim CEO of Astronomer, discusses the company's evolution from its inception in Cincinnati, Ohio, to becoming a leader in data orchestration with its Apache Airflow-powered platform, Astro. He highlights the company's significant growth, including a 292% year-over-year revenue increase and the relocation of their headquarters to New York City. DeJoy also addresses the recent media attention following the resignation of former CEO Andy Byron, emphasizing the team's resilience and commitment to their mission.
    • (02:12:01) - Timeline
    • (02:15:55) - China Heads to the Moon
    • (02:21:46) - GPT-5 Facing a Reverse Deepseek Moment
    • (02:30:57) - Marty Kausas, co-founder and CEO of Pylon, a B2B customer support platform, discusses the company's recent $31 million Series B funding co-led by Andreessen Horowitz and Bain Capital Ventures. He highlights Pylon's focus on the B2B market, emphasizing the complexity of support needs involving multiple teams and the necessity for comprehensive account context. Kausas also outlines Pylon's strategy to build a system of record from scratch, integrating AI agents to effectively manage intricate B2B support scenarios.
    • (02:37:25) - Matteo Franceschetti, co-founder and CEO of Eight Sleep, announced the company's recent $100 million Series D funding, bringing total funding to $250 million. He highlighted the company's financial strength, noting they've been free cash flow positive for the past year, and outlined plans to enhance AI capabilities, pursue FDA approvals for sleep apnea and menopause-related products, and expand into the Asian market, particularly China.
    • (02:44:03) - Abdul Al, co-founder and CEO of Basic Capital, discusses his company's mission to enable individuals to use credit for investing in financial assets rather than consumption. He highlights the recent $25 million Series A funding led by Kirsten at Code Runner and addresses public concerns about the risks of using credit to invest, emphasizing the importance of long-term investment horizons and the potential for wealth building through asset ownership. Abdul also contrasts Basic Capital's approach with traditional leveraged ETFs and margin loans, advocating for structured, long-term financing options to help individuals build wealth over time.
    • (02:55:54) - Derek Lo, founder and CEO of Medallion, a provider network management platform, discusses the company's recent $43 million funding round led by Acrew Capital, with participation from Sequoia, Google Ventures, and Spark Capital. He explains how Medallion automates back-office processes for healthcare companies, focusing on managing clinical networks and streamlining tasks like credentialing and compliance. Lo also highlights the company's strategic decision to concentrate on healthcare-specific workflows rather than entering the competitive payroll space, emphasizing the importance of precision in their AI applications due to the critical nature of healthcare operations.
    • (03:01:39) - Alex Telford, co-founder of Convoke, a biotech software startup, discusses their platform's aim to automate the knowledge work involved in drug development, focusing on planning and preparation to accelerate the process. He announces an $8.6 million seed funding led by Kleiner Perkins and shares his background as a life sciences consultant, emphasizing the potential of AI to enhance efficiency in the pharmaceutical industry. Telford also expresses skepticism about AI's role in patient recruitment, highlighting the challenges posed by the limited availability of patients for clinical trials.

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    https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235

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    3 hrs and 10 mins
  • OpenAI Staff to Sell $6B in Stock, Flirty Meta Chatbot Leads NJ Man to Death, Claude Can Now End Conversations | Noor Siddiqui

    OpenAI Staff to Sell $6B in Stock, Flirty Meta Chatbot Leads NJ Man to Death, Claude Can Now End Conversations | Noor Siddiqui
    Aug 18 2025

    • (07:18) - OpenAI Staff to Sell $6B in Stock
    • (10:38) - Financial Times: Stop Talking About AI
    • (20:37) - Do LLMs Have Music Taste?
    • (39:01) - Man Dies After Being Lured by Chatbot
    • (43:54) - Claude Can Now End Conversations
    • (57:46) - The Big Money of Clipping
    • (01:21:43) - Timeline
    • (01:35:28) - Noor Siddiqui, founder and CEO of Orchid, a reproductive technology company, discusses how Orchid's whole-genome embryo screening empowers prospective parents to assess and mitigate genetic risks before pregnancy, aiming to shift reproductive healthcare from reactive to proactive. She highlights that traditional IVF provides limited information, whereas Orchid's platform sequences over 99% of an embryo's genome, offering insights into more than 1,200 conditions, including heart defects, pediatric cancers, and neurodevelopmental disorders. Siddiqui emphasizes that this technology enables parents to make informed decisions, potentially reducing the incidence of genetic diseases and associated suffering.
    • (01:55:52) - Timeline

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    2 hrs and 55 mins
  • 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
    Aug 16 2025

    • (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 hrs
  • 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
    Aug 15 2025
    (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 hrs and 58 mins
  • 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
    Aug 14 2025
    (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 hrs and 2 mins
  • OpenAI Prepares ChatGPT for Ad Driven Era, The AI Paradigm Shift | Keith Rabois, Alfred Lin, Keith Sakata, M.D., Talia Goldberg, Dave Girouard, Kylan Gibbs, Sam Jones, Zach Pogrob

    OpenAI Prepares ChatGPT for Ad Driven Era, The AI Paradigm Shift | Keith Rabois, Alfred Lin, Keith Sakata, M.D., Talia Goldberg, Dave Girouard, Kylan Gibbs, Sam Jones, Zach Pogrob
    Aug 13 2025
    (01:19) - Timeline in Turmoil (09:43) - OpenAI Prepares ChatGPT for Ad Driven Era (32:49) - The AI Paradigm Shift (36:29) - Keith Rabois, an American technology executive and investor, has held significant roles at PayPal, LinkedIn, and Square, and co-founded Opendoor. In the conversation, he discusses the competitive threat OpenAI's ChatGPT poses to Google's search business, emphasizing that consumers are shifting from traditional searches to AI-driven prompts, which could undermine Google's advertising-based revenue model. He also critiques Opendoor's current leadership, advocating for a new CEO to drive innovation and reduce costs through AI integration, aiming to transform the company into a $50 to $100 billion enterprise. (58:22) - TBPN Metis List Update (01:25:20) - Alfred Lin, a partner at Sequoia Capital, focuses on early-stage investments across various industries, including consumer marketplaces, fintech, robotics, and healthcare. In the conversation, he discusses Sequoia's commitment to partnering with daring founders from the earliest stages, emphasizing the firm's generalist approach to investing beyond just AI. Lin also highlights the importance of work-life integration, advocating for balancing professional responsibilities with personal priorities to maintain long-term success. (02:05:34) - Dr. Keith Sakata, a psychiatrist at UCSF, focuses on the intersection of mental health and technology, advising startups on developing products that enhance well-being. He discusses the rapid evolution of AI chatbots, expressing concern over their potential to exacerbate mental health issues by reinforcing users' delusions and contributing to hospitalizations. Dr. Sakata emphasizes the importance of integrating safety measures and human oversight into AI applications to prevent adverse psychological effects. (02:23:50) - Talia Goldberg, a partner at Bessemer Venture Partners, has been with the firm for over a decade, focusing on investments in companies like Perplexity, DeepL, and ServiceTitan. She discusses the rapid growth of AI companies, noting that top performers are reaching $100 million in annual recurring revenue in about 1.5 years, compared to six to seven years for previous cloud companies. Goldberg also highlights the evolving role of browsers as dominant interfaces for AI, emphasizing the importance of context in enhancing user experiences. (02:38:04) - Dave Girouard, co-founder and CEO of Upstart, an AI-driven lending platform, discusses how Upstart leverages artificial intelligence and machine learning to enhance consumer lending by connecting borrowers with various financial institutions. He highlights the company's focus on applying AI to improve credit origination and servicing, aiming for a seamless, efficient lending process that benefits both lenders and borrowers. Girouard also addresses the evolving role of AI in financial services, emphasizing the importance of integrating new technologies to maintain a competitive edge in the industry. (02:49:24) - Kylan Gibbs, CEO and Co-Founder of Inworld AI, has a background in AI research and product development from DeepMind and Bain & Company. He discusses Inworld's mission to enhance consumer AI adoption by creating AI-powered virtual characters for immersive applications, highlighting collaborations with companies like Nvidia, Xbox, Niantic, and Disney. Gibbs emphasizes the potential of AI to transform gaming experiences by enabling dynamic, interactive non-player characters (NPCs) and expanding into broader consumer applications. (02:57:29) - Sam Jones, co-founder and CEO of Method Security, discusses the critical role of scalable autonomous systems in cybersecurity, emphasizing the development of both offensive and defensive products to enhance security team capabilities. He highlights the use of AI to amplify existing attack techniques, enabling rapid assessment and response to threats across vast digital landscapes. Jones also notes the differing investment approaches between commercial and government sectors in AI-driven security solutions, with the latter allocating significant resources toward offensive cyber operations. (03:03:49) - Zach Pogrob, an entrepreneur and creator with over 1.3 million Instagram followers, discusses the launch of his new app, Share Aura, designed to help users creatively share their workouts on social media. He explains that the app simplifies the process of posting fitness activities by offering customizable templates and tools, eliminating the need for manual editing. Pogrob emphasizes his strategy of leveraging his substantial social media following and network of fitness influencers to promote the app, aiming to build a strong user base before introducing monetization plans.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://...
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    3 hrs and 32 mins
  • Timeline in Turmoil: Elon Clashes with Altman, Perplexity Offers $34.5B for Chrome, Apple in Elon's Crosshairs | David Risher, James Cadwallader, Devin Bhushan, Demi Guo, Eugenia Kuyda, Alex Danco, Isaiah Taylor

    Timeline in Turmoil: Elon Clashes with Altman, Perplexity Offers $34.5B for Chrome, Apple in Elon's Crosshairs | David Risher, James Cadwallader, Devin Bhushan, Demi Guo, Eugenia Kuyda, Alex Danco, Isaiah Taylor
    Aug 12 2025
    (00:08) - Timeline in Turmoil (10:45) - Elon Demands App Store Antitrust Action (17:33) - Musk Threatens Apple Lawsuit (26:17) - Perplexity Offers $34.5B for Google Chrome (43:47) - NVIDIA Buys Back into China Markets (01:03:14) - David Senra Call In (01:17:42) - UFC Moves From PPV to Paramount Streaming (01:31:52) - Timeline (01:45:47) - Demi Guo, co-founder and CEO of Pika, discusses the company's focus on developing an AI video generation app designed for everyday users to create expressive and emotional content. She highlights the recent launch of their human performance model, enabling users to generate videos by taking a selfie and adding speech or song, emphasizing the app's goal to foster human connections through AI-generated content. Guo also addresses the importance of balancing expert input and user feedback in refining their models, aiming to make high-quality video creation accessible to all. (01:57:46) - Eugenia Kuyda, CEO of Replika, discusses the evolution of AI companions over the past decade, highlighting the challenges users face when AI models are updated, leading to emotional distress due to changes in their AI friends' personalities. She emphasizes the importance of maintaining consistency in AI companions to preserve user trust and emotional connections. Kuyda also addresses the ethical responsibilities of AI developers in managing user relationships with AI, underscoring the need for careful consideration when implementing technological advancements. (02:19:43) - David Risher, CEO of Lyft and co-founder of Worldreader, discusses his journey from joining Lyft's board in 2021 to becoming CEO in April 2023, emphasizing his focus on customer obsession and operational excellence to revitalize the company. He highlights initiatives like Women+ Connect, driver earnings guarantees, and Lyft Silver to differentiate Lyft in the rideshare market. Risher also shares his vision for integrating autonomous vehicles into Lyft's platform, advocating for a hybrid network that combines human drivers and self-driving cars to enhance customer experience. (02:43:18) - James Cadwallader, CEO of Profound, announced the company's successful closure of a $35 million funding round led by Sequoia Capital. He discussed the evolving landscape of AI search, emphasizing the shift from traditional SEO to AI visibility, and introduced Profound's new 'workflows' feature designed to help brands proactively manage their presence in AI-generated content. Cadwallader also highlighted the growing importance for brands to adapt to AI-driven consumer interactions, noting that AI is becoming a critical marketing channel. (02:55:53) - Devin Bhushan, Founder and CEO of Squint, discusses the company's recent $40 billion Series B funding round and its mission to enhance manufacturing efficiency through AI-driven solutions. He explains how Squint captures expert knowledge to create standard operating procedures, using computer vision and augmented reality to guide operators and ensure task accuracy. Bhushan highlights the platform's impact, noting a Fortune 500 customer who reduced task completion time by 50%, and mentions Squint's global reach, working with companies like Pepsi and Michelin in the U.S. and abroad. (03:01:55) - Alex Danco, a seasoned writer and former Shopify employee, has joined Andreessen Horowitz to elevate the firm's written content. In his conversation, he emphasizes the enduring value of crafted writing in the age of AI-generated text, highlighting its role in transferring power and legitimacy from writer to reader. Danco also discusses the potential of speechwriting to articulate core messages, underscoring the importance of clear communication in venture capital. (03:14:48) - Isaiah Taylor, founder of Valar Atomics, discusses the company's development of 'gigasites'—large industrial hubs housing numerous small modular reactors (SMRs) designed to produce substantial energy efficiently. These reactors will generate high-temperature heat to synthesize carbon-neutral hydrocarbon fuels, such as jet fuel and gasoline, by combining hydrogen from water with captured CO₂, aiming to offer a cost-effective alternative to traditional oil refining. Taylor emphasizes that this approach not only addresses energy demands but also contributes to environmental sustainability by reducing reliance on fossil fuels. (00:00) - Chapter 16(00:00) - Chapter 17TBPN.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.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioProfound - https://tryprofound.comJulius AI - https://julius.aiFollow TBPN: https://...
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    3 hrs and 26 mins