TBPN

(00:51) - Jensen Faces Widening Scrutiny (32:39) - Ring's New Drone Camera (40:12) - Chris Miller, a historian and expert on global semiconductor supply chains, discusses the fallout from an alleged Chinese spying scandal involving Nvidia and the resulting pressure from Washington. He argues that Nvidia must reset its relationship with Congress, retreat from China and Southeast Asia, and accept that governments view its chips as strategically vital. (56:14) - Ed Bolian discusses his career as Vinwiki’s founder and CEO, former Lamborghini sales director, exotic-car entrepreneur, and onetime Cannonball Run record holder. He explores automotive storytelling, collector-car values, depreciation, rare specifications, exotic-car ownership, and the future of performance driving and track-only vehicles. (01:30:16) - Justin Seeley discusses his defense-tech company’s $30 million seed round and its AI-powered, off-the-shelf robots that automate wire-harness production. He explains how flexible robots can accelerate low-volume defense manufacturing, adapt to changing designs, and operate during nights and weekends, with funding focused primarily on AI talent and specialized training data. (01:37:38) - Christopher Kercher discusses founding Kercher Law after 17 years at Quinn Emanuel, where he represented prominent clients in major litigation and launched the firm’s AI and data analytics group. He explains how AI can enable smaller legal teams, sharpen litigation strategy, and reshape the economics of large law firms while emphasizing that courtroom advocacy and human judgment remain essential. TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com Codex - http://openAI.com/codex Follow TBPN: https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/tbpn/id1772360235 https://www.youtube.com/@TBPNLive

Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after. Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella. TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com/ Follow TBPN: https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235 https://www.youtube.com/@TBPNLive

(01:29) - Jensen Secures Top Spot on Naughty List (36:28) - Rockefeller Christmas Tree Delivered (39:05) - 𝕏 Timeline Reactions (49:18) - LAX's Secret Luxury Terminal (01:02:24) - Jonathan Neman discusses Sweetgreen’s new dinner menu, improving business momentum, and the company’s focus on healthier, trend-driven food. The Sweetgreen co-founder and CEO also covers AI-powered ordering, drone delivery, food safety, restaurant expansion, and the challenges of scaling an emerging brand. (01:26:24) - Bryce Strauss, co-founder and CEO of Nominal, discusses the company’s $240 million Series C and rapid growth providing software for engineers who build physical systems. He explains how Nominal brings AI-powered testing, manufacturing, and decision-making tools to aerospace, automotive, energy, and government customers—even in secure, offline, or extreme environments. (01:36:22) - Adam Blake discusses Mavria, the AI infrastructure company he co-founded and leads as CEO. He explains how its modular, factory-built Terrain data centers can rapidly add computing capacity in repeatable five-megawatt blocks and outlines the company’s funding, Houston production plans, and ambition to transform American AI infrastructure. (01:43:17) - Adarsh Kulkarni discusses Foundry Robotics, the autonomous-factory company he co-founded and leads as CEO. He explains its manufacturing-as-a-service model, recent $100 million Series A, and vision for flexible, high-volume robotic assembly that accelerates hardware innovation and industrial abundance. (01:54:14) - Josh Payne discusses his work as founder and CEO of Coframe, an AI company building self-improving websites and agent-friendly digital experiences. He covers Coframe’s $25 million Series A, rapid customer onboarding, major conversion gains, pricing strategy, and vision for an internet increasingly used by personal AI agents. TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com Codex - http://openAI.com/codex Follow TBPN: https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/tbpn/id1772360235 https://www.youtube.com/@TBPNLive

Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after. Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella. TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com/ Follow TBPN: https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235 https://www.youtube.com/@TBPNLive

(01:33) - AI Boom Reality Check (16:00) - Jobs Boom (21:56) - Hedge Fund Selloff (24:12) - 𝕏 Timeline Reactions (26:50) - Cybertruck Scrapped (38:02) - WSJ Mansion Section (46:31) - Praveer Melwani is the CFO of Figma, the collaborative design and software development platform. He oversees the company’s financial strategy, operations, and long-term planning, helping scale Figma through its rapid growth and transition into a publicly traded company. He is also an advocate for using AI to transform corporate finance and automate business workflows. (56:36) - Keller Cliffton is the co-founder and CEO of Zipline, the autonomous drone delivery company transforming how medical supplies, food, and consumer goods are transported. Zipline began by delivering blood and vaccines to remote hospitals in Rwanda and has since expanded across four continents, partnering with companies like Walmart and Uber Eats. The company recently raised $1.5 billion at a $21.5 billion valuation. Before founding Zipline, Cliffton studied at Harvard and was a professional rock climber. (01:11:45) - Rahul Sonwalkar is the founder and CEO of Julius AI, an AI-powered data analysis platform that allows users to analyze spreadsheets, generate visualizations, and perform complex statistical modeling using natural language. A Y Combinator alumnus and former engineer at Uber and Facebook, he has grown Julius to more than 2 million users and raised $10 million in funding led by Bessemer Venture Partners. (01:20:00) - Max Siegelman is the founder of Siegelman Stable, a luxury sportswear and streetwear brand known for its vintage-inspired hats, apparel, and celebrity following. Launched in 2020 as a tribute to his family's horse racing business, the brand has gained popularity among figures like Kendall Jenner, Justin Bieber, and Aaron Judge, with collaborations spanning major sports teams and fashion. A portion of the brand's proceeds supports equine therapy programs. (01:40:05) - D.A. Wallach is the co-founder and general partner of Time BioVentures, a venture capital firm investing in biotechnology, healthcare, and breakthrough medical technologies. He was an early investor in companies including Spotify, SpaceX, and Neuralink, and previously fronted the indie rock band Chester French, which was discovered by Pharrell Williams. He has since become a prominent investor focused on transforming medicine through innovative biotech startups. TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com Codex - http://openAI.com/codex Follow TBPN: https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/tbpn/id1772360235 https://www.youtube.com/@TBPNLive