Podcast · 686 episodes
TBPN, page 7
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 7
YouTubers Win the Box Office, Salesforce on a Tear, Bernie Sanders: A.I. is a Public Resource | Adam Iscoe, Danial Jameel, Mike Schroepfer, Nico Ferreyra, Sue Khim, Bernie SuThe episode (TBPN, June 1) focuses on three big themes: (1) YouTubers breaking through to theatrical box office, (2) AI and tech finance—especially Salesforce’s momentum alongside major AI lab IPO…1 Jun 2026 · 2 h 42 min · 59 chapters
New Glenn Explodes, Enterprise AI Enters ROI Era, The Dinosaur Fossil Boom | Diet TBPNThe episode covers three main stories: Blue Origin’s New Glenn rocket explodes during static fire at Launch Complex 36 ahead of NG-4, enterprise AI “token maxing” and ROI concerns, and a dinosaur…30 May 2026 · 26 min · 9 chapters
Where Brad Gerstner Is Investing BillionsBrad Gerstner (Altimeter) argues AI’s next phase is driven by “token flow” and agent-to-agent scaling, discusses what to watch for in the SpaceX IPO, and addresses bearish narratives…29 May 2026 · 45 min · 25 chapters
Blue Origin Explosion, Enterprise AI Hits Spending Limits, Dinosaur Market Booms | John Gruber, Ronak Malde, Zane Mountcastle, Jamie Cuffe, Kyle Kuzma, Brad GerstnerBlue Origin’s New Glenn rocket explosion during a static fire test; enterprise AI “token maxing” and rising spend vs ROI; fossil-market boom (T.29 May 2026 · 2 h 38 min · 61 chapters
Reactions: Ferrari’s First EV, The Enhanced Games | Diet TBPNArm’s shift from licensing CPU instruction-set IP to selling its own chips; implications for AI/CPU supply and data-center demand.26 May 2026 · 32 min · 19 chapters
The Lean Startup Author on What Ruins Good CompaniesHow “Lean Startup” principles still matter, and what ruins good companies—misaligned governance, quarterly incentives, and investor pressure that corrupts long-term missions.26 May 2026 · 39 min · 19 chapters
Ferrari EV, Enhanced Games, Alcohol & Podcasting | Christopher Hale, Sean Henry, Eric Ries, Alex AtallahThe episode is a wide-ranging tech-and-culture discussion anchored by three main topics: Ferrari’s new $640,000 Johnny Ive-designed electric “Luce” (a five-seat glass-heavy EV speedster), Enhanced…26 May 2026 · 2 h 25 min · 63 chapters
IPO Giga Boom, World’s Fairs of the Past | Diet TBPNThe episode covers three fast-moving tech/finance stories plus a historical “World’s Fairs” segment.22 May 2026 · 33 min · 19 chapters
Starship Launch, World's Fair Retrospective, Sacks Spikes AI EO | Dan Shipper, James RogersTBPN episode covering (1) U.S. AI regulation politics (David Sacks urging Trump to “spike” a frontier-AI executive order requiring 90-day model review), (2) AI coding cost disputes (Microsoft…22 May 2026 · 2 h 2 min · 66 chapters
SpaceX S-1, Anthropic Revenue Booms, OpenAI Cracks Erdős Problem | Diet TBPNThe episode covers three big tech stories. First, SpaceX’s S-1 IPO filing: it could raise $80B+ soon (rumored June 12), with Musk planning to scale space and an AI satellite/compute “Colossus”…21 May 2026 · 27 min · 16 chapters
SpaceX IPO, The Erdős Problem, Spotify CEO Joins | Alex Tabarrok, Bill Clerico, Alex Norström, Jordan Schneider, Christina Lee Storm, Erik BernhardssonThe episode covers (1) SpaceX’s IPO filing and what it implies for valuation, capital raising, and its AI/space strategy; (2) OpenAI’s reported breakthrough on the decades-old Erdos unit-distance…21 May 2026 · 2 h 30 min · 67 chapters
Google I/O: Day 1 Reactions, Goldman to Lead SpaceX IPO | Diet TBPNThe episode covers Google I/O Day 1 reactions and broader tech-market fallout.21 May 2026 · 28 min · 14 chapters
Google I/O Reactions, Large IPOs Incoming, Figma's AI Assistant | Dylan Field, Brian Chesky, Feross Aboukhadijeh, Tae Kim, Immad Akhund, Marcus MilioneThe hosts react to Google I/O (smart glasses, Gemini updates, Street View–grounded “Genie 3” demos, video generation like OmniFlash), discuss “large IPOs incoming” (SpaceX IPO details and venture…20 May 2026 · 2 h 33 min · 66 chapters
Google I/O, Fertility Decline, Spotify Logo Drama | Diet TBPNThe episode covers three main topics: Google I/O and Google’s AI product push, a debate over whether smartphones are driving falling fertility, and reactions to Spotify’s new disco-ball logo.20 May 2026 · 33 min · 17 chapters
Google I/O Reactions, Birth Rate Debates, Spotify's New Icon | Jim Belosic, Aidan Dewar, Fai Nur, Tanay Tandon, Ajeya Cotra, Philip InghelbrechtThe episode covers three main threads: reactions to Google I/O and Google’s AI roadmap; a debate about why global birth rates are falling; and reactions to Spotify’s new disco-ball app icon.19 May 2026 · 2 h 17 min · 63 chapters
Musk Loses OpenAI Case, Leopold’s 13F, Data Center Backlash | Diet TBPNThe episode covers five tech/business stories: (1) A US jury dismissed Elon Musk’s lawsuit against OpenAI CEO Sam Altman on a statute-of-limitations/timeliness technicality; the jury deliberated…18 May 2026 · 30 min · 15 chapters
Leopold's 13F, Data Center Fixes, Shein Buys Everlane | Mike Isaac, Rowan Trollope, Dean Leitersdorf, Joanna SternThe episode covers (1) the outcome of Musk vs. OpenAI, (2) what Leopold Aschenbrenner’s 13F filing implies about his semiconductor and solar-related bets, (3) backlash to AI data centers and proposed…18 May 2026 · 2 h 57 min · 76 chapters
SpaceX IPO Date, ChatGPT x Personal Finance, Sanders & AOC vs. Data Centers | Diet TBPNThe episode is a tech/news round-up with a focus on AI offices, data centers, and finance/LLM products.15 May 2026 · 34 min · 16 chapters
$9M Buffett Dinner, AI Monets, Patek Scarcity, Late-Career Founder, WSJ Mansion Section, 𝕏 Timeline Reactions | Rahul SonwalkarWarren Buffett’s $9M charity lunch auction; AI in the office (dictation/headsets); Silicon Valley “revenue laundering”/circular deals; Monet-style AI image critique; AI camera assistant backlash;…15 May 2026 · 1 h 54 min · 52 chapters
Cerebras IPO, Warsh Confirmed Fed Chair, Musk-OpenAI Trial Nears End | Diet TBPNThe episode covers four fast-moving stories: (1) Cerebras’ IPO and why its chips are winning on speed.15 May 2026 · 33 min · 14 chapters
Cerebras IPO, WarshTime, General Catalyst Ad Reactions | Andrew Feldman, Amy Reinhard, Ben Hylak, Doug O'Laughlin, Eric Vishria, Steve Vassallo1) Cerebras IPO and the AI-inference thesis: why customers pay for faster inference, what Cerebras’ wafer-scale chip architecture enables, and the scaling headwinds (memory/context length, multi-chip…14 May 2026 · 3 h 14 min · 88 chapters
Trump-Xi Summit, Space Data Center Debate, Inflation Up | Diet TBPNThe episode covers the Trump–Xi Jinping summit in Beijing and the business/tech stakes for U.S.-China relations, especially semiconductors, AI export controls, Taiwan, and trade/rare earths.13 May 2026 · 30 min · 10 chapters
Trump-Xi Summit, Inflation Fears, Space Data Centers | Max Levchin, Delian Asparouhov, Richard Socher, Brandon Hill, Nate Tepper, Joubin Mirzadegan, Roman CherninThe episode centers on the Trump–Xi Jinping summit in Beijing and what it signals for trade, technology, and geopolitics—especially AI chips, rare earths, and Taiwan.13 May 2026 · 3 h 6 min · 85 chapters
Altman’s Testimony, AI SPV Drama, Ebay Rejects $GME Bid | Diet TBPN(1) the OpenAI v. Elon Musk trial, focusing on Sam Altman’s testimony and what it implies about whether OpenAI’s shift to for-profit was deception or necessary adaptation; (2) “AI SPV”…13 May 2026 · 30 min · 15 chapters