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John Coogan & Jordi Hays
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  • Weekly Recap: Taylor Swift Gets Engaged, SpaceX Launches Falcon 9, Dr. Drew, The Labubu Craze
    (00:00) - Intro (00:04) - Intel's Tricky Dance with Trump (50:05) - Taylor Swift Engaged (54:37) - Dr. Drew (Board Certified Internist) (01:25:11) - SpaceX Launch Reactions (01:33:53) - The Labubu Craze 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://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://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive
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  • Pop Mart: The History & Economics | Max Levchin, Jim Belosic
    (00:35) - The Labubu Craze (10:41) - History of Pop Mart w/ Intern Tyler (24:34) - The Economics of Pop Mart (32:09) - Tim Cook on the Future of Apple in 2016 (43:34) - Timeline Reactions (01:05:17) - Breaking News: xAI Sues Ex-Engineer (01:14:31) - SpaceX Launch Reactions (01:17:48) - Timeline Reactions (01:46:43) - Mansion Section Catch Up (01:59:18) - Max Levchin, a Ukrainian-American software engineer and entrepreneur, co-founded PayPal in 1998 and later founded Affirm, a financial technology company offering "buy now, pay later" services. In the conversation, Levchin discusses Affirm's impressive quarter, highlighting a 43% growth in gross merchandise volume and achieving GAAP profitability. He also emphasizes the company's commitment to providing transparent financial products and reflects on the evolving landscape of consumer lending. (02:32:19) - Jim Belosic, CEO of SendCutSend, a rapid manufacturing company specializing in custom sheet metal parts, discusses the company's growth to 350 employees and nine-figure revenue within seven years. He highlights their unique approach of combining software and manufacturing to efficiently serve both individual hobbyists and large corporations, emphasizing the importance of balancing automation with human expertise. Belosic also shares his commitment to self-funding and scaling the business without venture capital, focusing on continuous improvement and innovation. (02:48:15) - Cadillac Celestiq Reactions 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://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://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive
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  • NVIDIA Earnings Breakdown | Doug O’Laughlin, Ajay Agarwal, Koen Bok & Jorn Van Dijk, Hussein Fazal, Oisin Hanrahan, Jon Callaghan, Shane Hegde
    (00:11) - NVIDIA Earnings Breakdown (28:43) - Doug O’Laughlin is the President of SemiAnalysis, an independent research firm focused on semiconductors and AI. He specializes in semiconductor strategy, market intelligence, and competitive analysis, regularly guiding investors, technology companies, and policymakers with his insights. (01:12:05) - Timeline Reactions (01:58:28) - Ajay Agarwal, a Partner at Bain Capital Ventures, has been with the firm since 2003, focusing on early-stage application software and SaaS investments. In the conversation, he discusses his journey from leading sales and marketing at Trilogy, where he grew annual revenues to $300 million, to his current role at Bain Capital Ventures, emphasizing the importance of software innovation and network effects in building successful companies. (02:30:55) - Koen Bok & Jorn Van Dijk, CEO & Co-Founder of Framer, a professional web design platform, discusses the company's recent Series D funding announcement, highlighting their mission to enable designers to ship websites without relying on developers. (02:41:29) - Hussein Fazal, co-founder and CEO of Super.com, discusses the company's rebranding from SnapTravel to Super.com, emphasizing their focus on providing a membership program that offers customers savings on hotels, gas, insurance, and more. He highlights the company's growth, surpassing $200 million in annualized revenue, and the challenges faced during the acquisition of the Super.com domain, which involved intense negotiations and a significant investment. Fazal also shares insights into their customer acquisition strategies, emphasizing the importance of product-specific channels and the role of AI in personalizing user experiences. (02:50:58) - Oisin Hanrahan, co-founder and CEO of Keychain, previously co-founded Handy, a home services platform acquired by Angi, where he later served as CEO. In the conversation, he discusses Keychain's mission to streamline the consumer packaged goods (CPG) supply chain by connecting brands and retailers with suitable manufacturing partners through an AI-powered platform. He highlights the platform's success, noting that eight of the top ten U.S. retailers use Keychain, and mentions a recent $30 million funding round, bringing their total raised to $60 million. (03:01:07) - Jon Callaghan, co-founder of True Ventures and former Chairman of the National Venture Capital Association, has been a venture capitalist since 1991, with a background in founding three companies. He discusses the evolution of venture capital, emphasizing the shift towards capital efficiency and the ability of founders to achieve more with fewer resources. Callaghan highlights the unprecedented opportunities in the current market, particularly in AI, and underscores the importance of empowering entrepreneurs to take bold risks without fear of failure. (03:16:08) - Shane Hegde, CEO and co-founder of Air, discusses how Air serves as a system of record for creative work, enabling teams to efficiently manage and automate their creative operations. He emphasizes the importance of understanding and meeting the expectations of creative professionals by delivering a product that aligns with their needs. Additionally, Hegde highlights Air's strategic focus on content marketing and culture-led growth to effectively reach and engage their target audience. 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://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://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive
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  • SpaceX Launch: Deep Dive & Reactions | Josh Reeves, Keller Cliffton, Will Brown, Julia Steinberg, Olivia Moore, Flo Crivello
    (00:11) - SpaceX Launch Reactions (16:35) - History of SpaceX (29:53) - Mature Startups Get Venture-Debt Boost (41:38) - Timeline Reactions (01:28:52) - Josh Reeves, CEO of Gusto, discusses the company's acquisition of Guideline, a retirement benefits provider, to enhance services for small businesses. He highlights the long-standing partnership between the two companies and emphasizes the potential for deeper integration to simplify retirement benefits and ensure compliance with state mandates. Reeves also touches on the role of AI in improving user experience and operational efficiency within Gusto's platform. (01:45:26) - Keller Rinaudo Cliffton, co-founder and CEO of Zipline, discusses the company's rapid growth in autonomous drone deliveries, highlighting a 25-30% week-over-week increase in flight volumes and a net promoter score of 94. He emphasizes the transformative impact of their services, noting that customers are ordering multiple times per week, with some placing orders several times a day, leading to significant time savings and changes in daily routines. Cliffton also underscores Zipline's commitment to safety, reporting over 120 million commercial autonomous miles flown without any safety incidents, achieving a safety level ten times higher than that of cars. (01:57:54) - Will Brown, a researcher at Prime Intellect, discusses the recent launch of their Environment Hub, designed for reinforcement learning (RL) environments and evaluations. He explains that RL environments function as evaluations where models interact with tasks to receive performance scores, facilitating both training and assessment. Brown also highlights the challenges in scaling RL environments, emphasizing the need for efficient infrastructure and the importance of developing automated evaluation processes to enhance model performance across various applications. (02:25:15) - Julia Steinberg is the GM of Books at Arena Magazine. In this conversation, Steinberg discusses her recent experiences, including a car accident that necessitated a drive to San Francisco, and reflects on infrastructure challenges in California compared to China's rapid development, referencing Dan Wang's book "Breakneck" (02:39:53) - Olivia Moore, a partner at Andreessen Horowitz specializing in AI investments, discusses the firm's release of the "Consumer AI Top 100," a data-driven ranking of the top AI-native web and mobile applications based on user traffic. She highlights the prominence of single-purpose AI tools like Remove.bg and the rise of AI-powered coding assistants such as Replit and Cursor. Moore also notes the increasing involvement of major tech companies in AI, with Google's Gemini ranking second on the list, while Meta's AI initiatives have yet to gain significant traction. (02:52:09) - Flo Crivello, founder and CEO of Lindy, an AI assistant company, discusses the launch of Vibe, a new feature enabling AI-generated code to test its own work autonomously. He highlights the limitations of existing no-code tools, which often require manual testing, and emphasizes Vibe's ability to build complex applications, such as a functional Airbnb clone, by integrating testing capabilities. Crivello expresses optimism about the future of AI-driven development, suggesting that the industry is progressing up the "slope of enlightenment" in the technology adoption lifecycle. (03:00:28) - Timeline Reactions 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://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://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive
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    3:04:24
  • The Experts Weigh in on Intel, Big Family: The Ultimate Status Symbol | Wade Foster, Dan Wang, Nicolas Sharp, Shan Aggarwal, Vikas Enti, Bryan Pellegrino, Logan Kilpatrick, Rylan Hamilton
    (00:11) - Timeline Reactions (01:39) - 100k on X (04:53) - The Experts Weigh in on Intel (20:17) - Founders Podcast: How Elon Works (24:27) - Taylor Swift Engaged (29:21) - Big Family: The Ultimate Status Symbol (51:49) - Friendship Ends over $80M Crypto Bet (01:06:14) - Timeline Reactions (01:22:06) - Fivespan Takes Stake in Ney York Times (01:27:28) - Timeline Reactions (01:29:44) - Wade Foster, co-founder and CEO of Zapier, discusses the company's early decision to become profitable within two years by meticulously managing expenses and avoiding unnecessary spending. He emphasizes the importance of identifying true bottlenecks in business growth, noting that for Zapier, these were often related to management capacity or product features rather than financial constraints. Foster also highlights the challenges of maintaining high gross margins, particularly when customers' extensive use of APIs could lead to increased costs, underscoring the need for careful financial oversight in scaling a tech company. (02:01:26) - Dan Wang, a technology analyst and author of "Breakneck: China's Quest to Engineer the Future," discusses the contrast between China's "engineering state"—focused on rapid infrastructure development—and America's "lawyerly society," which he views as hindered by legalistic processes that impede progress. He highlights China's swift advancements in manufacturing and technology, juxtaposed with the U.S.'s bureaucratic stagnation, and suggests that both nations could benefit by adopting aspects of each other's strengths. (02:29:51) - Nicolas Sharp, founder and CEO of Attio, discusses the company's recent $52 million Series B funding led by Google Ventures, highlighting Attio's AI-native CRM that offers a flexible data model and extensive data ingestion to automate actions. He emphasizes the platform's adaptability to various go-to-market strategies and its ability to execute code within the CRM, enhancing customization and efficiency. Sharp also addresses the importance of managing operational costs associated with AI models and mentions Attio's hybrid pricing model, combining seat-based fees with automation credits to accommodate varying customer needs. (02:39:10) - Shan Aggarwal, Chief Business Officer at Coinbase, oversees the company's global business strategy, partnerships, mergers and acquisitions, and investments. In the conversation, he discusses Coinbase's expansion into supporting a wide range of tokenized assets, including equities and prediction markets, emphasizing the benefits of on-chain assets such as programmability and global access. He also highlights the challenges and progress in regulatory environments for tokenized stocks, the growing demand for stablecoins in cross-border transactions, and Coinbase's recent acquisition of Deribit to enhance its crypto derivatives offerings. (02:51:00) - Vikas Enti, CEO and co-founder of Reframe Systems, discusses his company's mission to build climate-resilient homes using advanced robotics and microfactories, aiming to construct a million homes by 2045. He highlights the inefficiencies in traditional construction and emphasizes the need for mass customization to efficiently build homes in existing neighborhoods. Enti also shares his personal motivation, inspired by becoming a father, to create a sustainable future through innovative housing solutions. (02:59:27) - Bryan Pellegrino, CEO of LayerZero Labs, discusses the company's recent $120 million acquisition of Stargate, marking the largest DAO acquisition to date. He explains that this move reunites Stargate with its original creators, aiming to streamline cross-chain asset transfers and enhance interoperability. Pellegrino also highlights the growing trend of asset tokenization, emphasizing LayerZero's role in facilitating efficient and secure value transfers across various blockchain networks. (03:06:53) - Rylan Hamilton, CEO and co-founder of Blue Water Autonomy, announced the company's $50 million Series A funding led by GV, bringing their total funding to $64 million. He discussed plans to build and deploy a full-sized autonomous ship for the U.S. Navy, designed to operate across the Pacific with significant payload capacity, aiming to enhance naval capabilities with cost-effective, unmanned vessels. Hamilton also highlighted the impact of the Jones Act on their strategy, noting that while it supports domestic shipbuilding, it necessitates sourcing some materials internationally due to competitive disparities. (03:12:40) - Logan Kilpatrick is an American software engineer currently serving as the product lead for Google AI Studio, where he oversees tools enabling developers to build with Google's Gemini AI models. He joined Google in 2024 after leading developer relations at OpenAI from late 2022 through early 2024. (03:25:58) - 100k Followers Surprise 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://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://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive
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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.
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