TBPN

$AAPL + $PLTR, Value of a Search, Grok Bot Breaks the Bank | Harley Finkelstein, Bridgit Mendler, Dylan Patel & Max Kan & Andrew Megalaa

TBPN's Tuesday episode covers Apple and Palantir earnings, Google's AI mode and Reddit's shrinking referral traffic, Elon Musk's claim that Grok bot costs are unsustainable, and SpaceX's new Starfall microgravity service. It features interviews with Shopify president Harley Finkelstein on agentic commerce, Northwood Space CEO Bridgit Mendler on a $375m Series C, and the SemiAnalysis team on their new GDPX benchmark for frontier AI models.

3 Nov · 1 h 30 min

Live from NYSE | Joe Weisenthal, Emily Sundberg, Ryan Serhant, Lynn Martin

TBPN broadcasts live from the New York Stock Exchange on US midterm election day with four guests: Joe Weisenthal on the midterms, prediction markets and the AI trade; Emily Sundberg on four years of Feed Me, Substack and the iPhone Duo; Ryan Serhant on the housing market and where AI wealth is going; and NYSE president Lynn Martin on tokenisation, prediction markets and 23-hour trading. Between interviews the hosts work through the day's news, including Anthropic's Q3 numbers, hacked supermarket fridges, a new SemiAnalysis benchmark and a Formula One team up for sale.

2 Nov · 1 h 30 min

Warren Buffett & Charlie Munger LIVE on TBPN, Intel Stock Crashes, WSJ Mansion Section | Darren Rovell, Will Manidis, David Senra

TBPN's live Halloween show, broadcast from the Berkshire Hathaway annual shareholders meeting in Omaha, mixes market news, costumed banter and interviews. Guests include collectibles expert Darren Rovell, Commanding Heights author Will Manidis, and Founders podcast host David Senra.

30 Oct · 1 h 56 min

Google Earnings, Jensen Targeted in Chinese Spy Plot, Ice Cube Joins | Luke Igel, David Rader & Jared Allen, Jake Stauch, Jay Madheswaran, Arthur Querou

A live TBPN tech show covering Google's earnings miss and cloud growth, a reported Chinese spy plot involving NVIDIA's Jensen Huang and Megaspeed executive Alice Wong, and simulated-trading scams. Guests include Ice Cube of Big3, Luke Igel of Kino, David Rader and Jared Allen of the Curling Group investors, Jake Stauch of Serval, Jay Madheswaran of Eve and Arthur Querou of Vibe.

29 Oct · 2 h 6 min

Apple Pro and Tell, Genie 4, The Gurmanator Joins | Mark Gurman, Zach Rash, Ben Liu, Amiram Shachar, Jasper Zhang

TBPN's Wednesday show covers Apple's product event, including the touchscreen MacBook Pro, the OLED display, the iPhone Duo's issues and Apple's broader strategy, with Bloomberg reporter Mark Gurman as a guest. It also covers AI news such as Google's Genie 4 and Gemini 4 Carbon, OpenAI and Anthropic compute deals, and interviews with the founders of Coco Robotics, Formation Bio, Upwind and Hyperbolic.

28 Oct · 2 h 7 min

Anduril Laptop, DoorDash + Instacart, Gavin Baker Joins | Miles Arnone, Rahul Sengottuvelu

TBPN's live episode on Tuesday October 27, 2026 covers Anduril and Qualcomm's new American made Blue Chip laptop, OpenAI's claimed disproof of the exponential time hypothesis, Anthropic's S-1 and governance, the DoorDash and Instacart deal talks, and LiveWire's electric motorcycle troubles. Guests in the episode are Miles Arnone of Rebuild Manufacturing, Ramp CTO Rahul Sengottuvelu and Gavin Baker of Atreides Management.

27 Oct · 2 h 11 min

Gavin Baker on Anthropic's S-1, GPU Prices, and SpaceX

Gavin Baker, managing partner of Atreides Management, joins TBPN to discuss Anthropic's S-1 filing, which he calls an upside surprise, along with customer concentration in AI spending, open-weight inference companies, and GPU rental and contract pricing. The conversation also covers SpaceX's compute plans, financing for the 2027 AI buildout, and his Tomorrow X Summit in Austin.

27 Oct · 41 min

Anthropic's S-1, Samsung Controversy, IGTV | Doug O'Laughlin & Joey Brookhart, Andre Haddad, David Faugno, Mark Swan, Chanda A. Bell & Christa Pitts, Ivan Zhang & Luisa San Martin

This TBPN episode, recorded on October 26, 2026, centers on Anthropic's newly public S-1 IPO filing, with hosts John Coogan and Jordi Hays bringing in analysts from SemiAnalysis for a deep dive into its finances, compute commitments and capital efficiency. Other segments cover AI security incidents involving a Cohere evaluation of a Qwen model, Samsung smart-TV privacy reports, Turo's Tesla FSD rental launch, 1Password's agent security work, Nevis's AI wealth-management platform and The Elf on the Shelf business.

26 Oct · 2 h 39 min

Moderna Drama, WSJ Mansion Section, Genetically Engineered Military Dogs | Thomas Wright, Kyle Schiller, Steven Schwartz

This is a Friday episode of TBPN, the live tech talk show hosted by John Coogan and Jordi Hays. It covers the Moderna cancer data leak and the stock swings it caused, the trades of influencer Shane Stouffer, and a run of tech, business and real estate stories. Guests include Thomas Wright, Kyle Schiller and Steven Schwartz.

23 Oct · 1 h 53 min

Matthew Prince on PHP2Shell, iPhone Duo Early Reactions, Meta Unveils New Class C Stock | Matthew Prince, Kevin Weil, MC Lader, Dillon Baxter, Richard Starson, Brian Manning

TBPN's live episode opens with an interview with Matthew Prince, CEO and cofounder of Cloudflare, about a serious PHP remote code execution vulnerability found with OpenAI and Google's Wiz, and his views on AI-driven attacks and the future business model of the internet. The show then covers Meta's new Class C stock plan, interviews founders including Kevin Weil, MC Lader, Richard Starson, Dillon Baxter and Brian Manning, and discusses the iPhone Duo's early reactions and a Trevor Milton jet launch.

22 Oct · 1 h 56 min

Jobs Boom, Astra Reactions, Cybercab Roll Out, The Dyson Debate | Hunter Somerville, Bar Winkler, Bridgit Mendler, Carina Hong & Ken Ono

TBPN's Friday live show covers the GPT-6 Astra launch and AI model benchmarks, the August US jobs report, Campbell's Soup, Dyson, Cybercab and the Tesla robotaxi rollout, and San Francisco's mansion market. Guests include StepStone's Hunter Somerville on venture and growth equity, Wonderful co-founder Bar Winkler on applied AI, Northwood Space CEO Bridgit Mendler on satellite ground networks, and Axiom Math's Carina Hong and Ken Ono on AI-driven mathematics.

5 Sept · 2 h 20 min

Meta Releases Muse 1.1, GPT-5.6 Sol Reactions, New Robot Hand Alert | Eric Seufert, Bernt Børnich, Josh Lindgren, Jeffrey Morgan, Thibault Sottiaux, Sean Frank

TBPN's Thursday show covers the week's AI launches, including xAI's Grok 4.5, OpenAI's GPT-5.6 and Meta's Muse Spark 1.1 paid API, along with Mark Zuckerberg's return to X and Meta's keystroke logging controversy. Guests include Eric Seufert on Meta's AI strategy and ad business, Bernt Børnich of 1X on the Neo robot hand, Josh Lindgren of CAA on podcasting, Jeff Morgan of Ollama on its funding round, Thibault Sottiaux of OpenAI on GPT-5.6 and Codex, and Sean Frank of Ridge on ads and DTC brands.

9 Jul · 2 h 23 min

GPT-5.6 Sol Reactions, Coatue Bets Big on Blue Origin, Cheaper Vision Pro Delayed | Vincent Weisser, Ben Thompson, Rodrigo Liang, Alana Palmedo, Byron Boots, Will Mayer, Tucker Brown

TBPN's live episode covers Blue Origin's first outside fundraise at an expected $130bn valuation, Apple's reported scrapping of a cheaper Vision Pro display, and the called-off Getty Images and Shutterstock merger. Guests include Prime Intellect's Vincent Weisser, Overland AI's Byron Boots, Ben Thompson of Stratechery, SambaNova's Rodrigo Liang, Paradigm's Alana Palmedo, Cold Holdings' Will Mayer and Compound's Tucker Brown.

8 Jul · 2 h 45 min

China Export Controls, Jeremy Giffon Breaks Silence, Alex Hormozi in the Ultradome | Josh Zoffer, John McElhone, Deena Shakir, Hussein Fazal, John Nay

TBPN's live show from the UltraDome opens with John Coogan and Jordi Hays comparing their YouTube careers with guest Alex Hormozi, whose book sales and business advice dominate the first hour. The show then covers China's possible limits on exporting frontier AI models, SK Hynix's Nasdaq listing, Meta's Muse Image, and banks' interest in a Fiserv debit network. Guests include Josh Zoffer of CIV, John McElhone of American Turbines, Deena Shakir of Lux Capital, Hussein Fazal of Super.com and John Nay of Norm AI, with a recorded clip of Jeremy Giffon.

7 Jul · 2 h 20 min

Alex Hormozi's Playbook for Building Billion-Dollar Businesses

Alex Hormozi joins the hosts for a wide-ranging live conversation about his books, his YouTube and short-form clipping strategy, and his media plans, including the Scale or Fail show. The episode also covers AI in small businesses, med spas as an investment category, Acquisition.com's deals and advisory business, and Hormozi's views on entrepreneurship and status.

7 Jul · 1 h 1 min

MetaCloud, Bending Spoons IPO with Founder Luca Ferrari, Amble Founder Joins | Mark Pincus, Shubh Sinha, Wayne Ting, Jeffery Liu & Jon Wang, Eliot Pence, Luca Ferrari, Nick Grossman, Julian Hoenig

TBPN's Canada Day episode on 1 July 2026 covers Meta's reported plan to sell AI compute and its wider AI strategy, plus interviews with Mark Pincus about his book Life at the Speed of Play, and founders of Integral, Lime, Assort Health, Dominion Dynamics, Bending Spoons, USV and Amble. Co-hosts John Coogan and Jordi Hays move between news and interviews.

1 Jul · 2 h 37 min

The Social Reckoning Reactions, Fable 5 Sparks Safety Debate, 𝕏 Timeline Reactions | Farza Majeed, Trent Simonian, Sridhar Ramaswamy, Matthew Prince, Vinod Khosla, Ranjan Rajagopalan, Markie Wagner, Bret Taylor

TBPN covers the week's tech news, led by the Social Reckoning Facebook film, Anthropic's Fable five model and its restrictions on biology and cybersecurity requests, and the SpaceX IPO. Guests include Clicky founder Farza Majeed, SideTalk co-founder Trent Simonian, Snowflake CEO Sridhar Ramaswamy, Cloudflare CEO Matthew Prince, Vinod Khosla, Pramaana Labs founder Ranjan Rajagopalan, Poetic CEO Markie Wagner and Sierra co-founder Bret Taylor.

10 Jun · 3 h 8 min

Google I/O Reactions, Large IPOs Incoming, Figma's AI Assistant | Dylan Field, Brian Chesky, Feross Aboukhadijeh, Tae Kim, Immad Akhund, Marcus Milione

TBPN's live episode from May 20, 2026 reacts to Google I/O, covering its intelligent eyewear partnerships, Gemini and Anti Gravity, and the upcoming SpaceX IPO. Hosts John Coogan and Jordi Hays also interview Figma's Dylan Field, Socket's Feross Aboukhadijeh, KeyContext's Tae Kim, Mercury's Immad Akhund, Airbnb's Brian Chesky and Minted New York's Marcus Milione.

20 May · 2 h 33 min

Bezos Launches AI Startup, GPT-4o Debate, LeCun’s LLM Revolt | Eric Glyman, Stacy Rasgon, Luca Ferrari, Healey Cypher, John Tenet, Reed Duchscher

TBPN's live episode on Monday 17 November 2025 covers a debate over whether OpenAI should retire GPT-4o after users protested its removal, news that Jeff Bezos is co-CEO of a new AI startup called Project Prometheus, and private credit and data center financing worries. Guests include Ramp CEO Eric Glyman on a $300m raise, Bernstein analyst Stacy Rasgon on the AI trade, Bending Spoons' Luca Ferrari, BoomPop's Healy Cypher, Chaos Industries' John Tennant, and Reed Duchscher of Knight.

17 Nov 2025 · 3 h 52 min

Google Doubles Down on Cloud AI, Hulk Hogan Passes Away at 71, Hill and Valley Forum Reactions | Casey Neistat, Chris Samra, Zak Kukoff, Vineeta Agarwala, Micky Malka, Alex Hawkinson

TBPN's Thursday 24 July 2025 episode leads with Google's blockbuster earnings: $96.4bn of quarterly revenue, capital expenditure raised to $85bn and a $106bn cloud backlog, plus questions about AI disruption of search, Google TPUs and Nvidia. Guests include Zak Kukoff on the Hill and Valley Forum and the White House AI action plan, a16z's Vineeta Agarwala on AI in healthcare, Ribbit Capital's Micky Malka on token factories and stablecoins, Casey Neistat on ModRetro and wearables, Chris Samra on the Waves camera glasses and Alex Hawkinson on physical AI for infrastructure.

24 Jul 2025 · 3 h 29 min