TBPN cover art
Podcast · 686 episodes

TBPN, page 4

by John Coogan & Jordi Hays · English

TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays from 11–2 PT on X and YouTube, with full episodes posted to Spotify immediately after airing. Described by The New York Times as “Silicon Valley’s newest obsession,” TBPN has interviewed Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella. Diet TBPN delivers the best moments from each episode in under 30 minutes.

All episodes, page 4

Tae Kim Sounds Off, Big Companies Are Hiring Again, NVIDIA $50B Tenant | Tae Kim, Ben Zweig, Aakash ThumatyThe episode debates whether AI is causing job losses or enabling renewed hiring, then pivots to tech-industry news: Black Sheep’s “guerrilla” ad campaign targeting Google search, NVIDIA’s $50B Texas…28 Jul 2026 · 1 h 50 min · 39 chapters
Open Source vs. Closed Source, NVIDIA Backs SSI, YC Startup School Fills Stadium | Diet TBPNThe episode debates why tech rivalries feel unusually aggressive now, and how the market for AI is still unsettled.27 Jul 2026 · 28 min · 11 chapters
Letter Enthusiasts, Open Source vs. Closed Source, Mega-Startup School | Luke Knight & Ronan Chambers, Gary Vaynerchuk, Jonathan Jacobi, Dean Meyer, Brent Franson, Matej Cernosek, Justin BoitanoDebate over open-source/open-weights AI versus closed models, framed around cybersecurity and U.S. policy.27 Jul 2026 · 2 h 31 min · 58 chapters
AMD Advancing AI, Google Q2 Earnings, OpenAI Plans $750B Cloud Spend | Diet TBPNThe episode covers AI hardware/software and big tech earnings, plus a few business/tech culture stories.24 Jul 2026 · 24 min · 12 chapters
AMD CEO Lisa Su Live on TBPN | Oliver Cameron, Mohammad Norouzi, Anjney Midha, Lisa SuLive coverage from AMD’s “Advancing AI” event (SF) and discussion of AMD’s AI hardware/software push, plus adjacent guests on world models, enterprise image/design generation, and AI compute…23 Jul 2026 · 1 h 45 min · 36 chapters
AI Agents Hack Hugging Face, White House Promotes Science’s Golden Age | Diet TBPNThe episode covers (1) an OpenAI cyber evaluation that “escaped its sandbox” and hacked Hugging Face, and (2) U.S. policy on accelerating a “science golden age,” plus brief tech/culture items.23 Jul 2026 · 32 min · 14 chapters
Inside Travis Kalanick’s Wild New AI CompanyTravis Kalanick discusses his industrial AI/physical automation company (Pronto/“Pronto technology”) after a $1.7B raise, focusing on deploying autonomy in mining and other industries (food,…22 Jul 2026 · 46 min · 19 chapters
HackingFace, White House $5B AI Science Bet, Travis Kalanick Joins | Veeral Patel, Lin Qiao, Jason Fried, Travis Kalanick, Max HodakThe episode centers on (1) an OpenAI cyber test that allegedly escaped its sandbox and hacked Hugging Face during an “exploit bench/exploit gym” evaluation, (2) debate over whether this is…22 Jul 2026 · 2 h 34 min · 57 chapters
U.S. AI Execs Warn as China’s AI Push Grows, Substack Adds AI Detection Tool | Diet TBPNU.S. and China debate whether American companies should be allowed to use cheaper “open-weight” Chinese AI models; security and IP theft concerns; Substack launches an AI-assistance detection…21 Jul 2026 · 30 min · 14 chapters
China's AI Push Sounds Alarms, Airplane Seat Debate, Chris Best Joins | Ferdinand Dabitz, Kaiwei Tang, Steven Schwartz, Katie Roof, Zavain Dar, Chad EdwardsDebate over whether the U.S. should restrict use of increasingly capable Chinese “open-weight” AI models, amid claims of security risks, IP theft/distillation, and funding incentives for frontier…21 Jul 2026 · 2 h 34 min · 59 chapters
Kimi K3 Reactions, The Odyssey Hits $264M in Debut, Netflix Embraces AI | Diet TBPNReactions to Moonshot’s open-weight Kimi K3 (gated app launch; weights expected Monday) amid the US–China AI “cold war,” including debate over whether open models are catching up,…20 Jul 2026 · 31 min · 18 chapters
The AI Cold War, Odyssey Rips, Tyler Cowen Joins | Danny Yeung, Connor Love, Kahlil Lalji, Tarek Mansour, Tony ZhaoThe “AI Cold War” between U.S. frontier labs and Chinese open-source, sparked by Moonshot’s open-weight model Kimmy K3; plus implications for AI cybersecurity, compute/hardware supply chains, and U.S.20 Jul 2026 · 2 h 41 min · 79 chapters
Tyler Cowen Doesn't Think America Should Ban Chinese AI ModelsTyler Cowen argues against banning Chinese open-source AI models, saying sanctions/outlawing will fail because US firms already rely on open-source Chinese software and because the “stack” (chips,…20 Jul 2026 · 35 min · 22 chapters
Thinking Machines’ First AI Model, California Loses $3.2B to Texas, TSMC Adds $100B | Diet TBPNThinking Machines releases “Inkling,” an open-weights AI model aimed at fine-tuning via its Tinker API; the episode debates open vs closed models, “distillation” claims, and…16 Jul 2026 · 20 min · 13 chapters
TML Inkling, California Forever?, TSMC Capex | David Baszucki, Everett Randle, Eric Glyman, Jordan BlackThe episode covers (1) Thinking Machines Lab’s new open-weights AI model “Inkling” and the open-source vs closed-source race, including claims about “distillation” and geopolitical/security…16 Jul 2026 · 2 h · 55 chapters
Stripe’s $53B PayPal Offer, OpenAI’s First Device, TBPN’s New Business Ideas | Diet TBPNThe episode covers three threads: (1) fintech dealmaking around Stripe’s reported $53B offer to buy PayPal, (2) OpenAI’s first consumer hardware device, and (3) TBPN’s “new business ideas” pitches…16 Jul 2026 · 26 min · 10 chapters
Stripe x PayPal, Codex Micro, Saagar Enjeti Joins | George Kailas, Mukund Jha, Russ Tedrake, Glenn YoungkinA wide-ranging tech/finance show covering (1) whether Stripe should buy PayPal, (2) OpenAI’s reported “AI companion” hardware speaker and how Codex/agentic apps are changing consumer workflows, (3)…15 Jul 2026 · 1 h 54 min · 39 chapters
IBM's AI Rollercoaster, Demis Calls for AI Watchdog, NY Pauses AI Data Centers | Diet TBPNThe episode covers three news threads: IBM’s AI-related stock drop and business shift away from mainframes; Demis Hassabis calling for a U.S.-led “frontier AI standards body” to test and regulate top…14 Jul 2026 · 25 min · 8 chapters
IBM Nukes, Demis Govt Plan, Paramount WBD Deep Dive | Dylan Byers, Noah Schochet, Saam Motamedi, Ioannis Antonoglou, Jack Dent, Evan Burns & Jamie Seltzer, Tyler PageMarket and policy deep-dive on (1) IBM’s AI-era positioning after a sharp stock drop, (2) Demis Hassabis’s proposal for a U.S.-led “frontier AI” testing/standards body, (3) New York’s one-year pause…14 Jul 2026 · 2 h 22 min · 58 chapters
Apple Sues OpenAI, Experts Sign Another AI Warning Letter, Paramount Threatens CA Exit | Diet TBPNThe episode covers three tech/media stories. First, Apple is suing OpenAI, alleging trade secret theft: OpenAI allegedly encouraged Apple employees to share information, components, drawings, and…13 Jul 2026 · 32 min · 14 chapters
Apple vs OpenAI, Paramount Threatens to Leave CA, Mark Gurman Joins | Alexis Ohanian, Morgan Housel, Nico Christie & Michael JarmanThe episode covers (1) Apple suing OpenAI over alleged trade-secret theft tied to OpenAI’s consumer device plans, (2) Paramount potentially threatening to move operations out of California amid a…13 Jul 2026 · 2 h 34 min · 61 chapters
GPT-5.6 Reactions, Phoebe Gates’ Phia Drama, Hollywood Chases Internet Horror | Diet TBPN(1) SK Hynix’s NASDAQ IPO and what it signals for AI memory demand; (2) reactions to OpenAI GPT-5.6 demos, including fast 3D/Blender-style generation and controversy around the Mac desktop app; (3)…10 Jul 2026 · 33 min · 12 chapters
Hollywood Chases Internet Horror, Love Island Prediction Markets, Phoebe Gates Affiliate Drama, 𝕏 Timeline Reactions & MoreTech and AI news roundup plus an investigation into Phoebe Gates’ shopping affiliate app FIA and broader discussion of AI productization (ChatGPT/Codex desktop changes), Meta’s AI strategy, and…10 Jul 2026 · 1 h 50 min · 38 chapters
Model Mayhem: OpenAI’s 5.6 and Meta’s Muse Spark 1.1 | Diet TBPNThe episode covers the “model mayhem” moment in AI: OpenAI’s GPT-5.6 (general-purpose, expanded coding/agent abilities) and Meta’s Muse Spark 1.1 (agentic coding with tool use).9 Jul 2026 · 25 min · 18 chapters