Podcast · 686 episodes
TBPN, page 9
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 9
Gary Vee Says the Smartest Investors Are Going AnalogGary Vaynerchuk argues that AI lowers the cost of content creation, making online differentiation harder, and will trigger a “barbell” shift toward analog opportunities (physical retail, events,…24 Apr 2026 · 28 min · 13 chapters
Intel Rips, Cursor's Plan, Thrive's Giant Bet, GPT 5.5 | George Kurtz, Professor Sendy, Gary Vaynerchuk, Yoland Yan, Ben HorwitzMarket and AI-industry roundup focused on Intel’s surge, Cursor’s economics, and AI’s impact on compute demand; plus security and AI-agent risk via CrowdStrike; plus a lighter segment on “wombos”…24 Apr 2026 · 2 h 4 min · 68 chapters
Thoma Bravo Loses Medallia, OpenAI Drops ChatGPT 5.5, Bob Iger Returns | Diet TBPNThe episode covers tech and markets: Thoma Bravo is reportedly nearing an agreement to hand Medallia to creditors after failed restructuring talks, wiping out about $5.1B of equity (Medallia bought…23 Apr 2026 · 23 min · 10 chapters
Meet the New Thiel Fellows, GPT 5.5, Thoma Bravo Loses Medallia | Victor Boyd, Alex Shieh, Nick Dobroshinsky, Ishan Gupta, Antoni Kiszka, Milan Lustig, Galen Mead, Aubrey Niederhoffer, Samuel Carvalho, Claire WangA “Teal Fellowship” lightning-round episode plus major tech/AI and finance headlines.23 Apr 2026 · 2 h 11 min · 74 chapters
SpaceX-Cursor Deal, ChatGPT Images 2.0, Fake Bear Scam | Diet TBPNSpaceX partnering with Cursor via an option-to-buy deal (reported $10B breakup fee; Cursor gets SpaceX compute on “Colossus” H100-equivalent GPUs; Cursor can train a frontier coding model and…22 Apr 2026 · 35 min · 21 chapters
SpaceX/Cursor Deal, Images 2.0 Reactions, Fake Bear Attack | Anil Chakravarthy, Naveen Gavini, Avlok Kohli & Ankur Nagpal, Joel Edwards, Renen Hallak, Darian ShiraziThe episode covers three main tech news threads: (1) SpaceX partnering with Cursor to accelerate “agentic” coding, including a deal structure with an option to buy Cursor and a reported $10B breakup…22 Apr 2026 · 2 h 3 min · 54 chapters
Apple’s New CEO John Ternus, Ferrari’s First EV | Diet TBPNThe episode covers two big tech/business stories: Apple’s CEO transition and Ferrari’s first EV.22 Apr 2026 · 20 min · 10 chapters
Tim Cook Retires, Mark Gurman Joins, Images 2.0 | Howie Liu, Scott Stevenson, Alex Wiltschko, Spiros Xanthos, Carolina Aguilar, Jake JurewiczApple leadership transition—Tim Cook stepping down as CEO and moving to executive chairman (effective Sept 1), with John Ternus taking over as CEO.21 Apr 2026 · 2 h 13 min · 72 chapters
Marc Benioff vs. Verizon CEO Dan Schulman on AI, Blue Origin’s Latest Flight | Diet TBPNThe episode compares two Wall Street Journal tech-CEO takes on AI and disruption, then pivots to space and other tech news. Guest 1: Marc Benioff (Salesforce CEO).20 Apr 2026 · 29 min · 14 chapters
Verizon vs Salesforce, Blue Origin's Test, Robot Marathon | Signüll, Ethan Ding, Matt McKinney, Errik Anderson, Pippa Lamb & James WiseThe show compares two Wall Street Journal CEO narratives on AI’s impact on enterprise software and jobs (Salesforce’s Mark Benioff vs Verizon’s Dan Schulman), then covers space and robotics news…20 Apr 2026 · 1 h 49 min · 50 chapters
Jensen on Dwarkesh, Cursor x XAI, Netflix Stock Sinks | Diet TBPNNVIDIA CEO Jensen Wong debates Dwarkesh Patel on whether NVIDIA is a “car” (swappable commodity) or an “accelerator” with a durable moat (CUDA ecosystem, supply chain, customer lock-in).16 Apr 2026 · 32 min · 17 chapters
Kevin Hart live on TBPNKevin Hart discusses his tequila business Grand Cormino—how he and partner James built it for long-term ownership, product differentiation, and distribution execution—plus broader views on celebrity…16 Apr 2026 · 23 min · 11 chapters
Jensen on Dwarkesh, Cursor + xAI, Codex Update | Kevin Hart & James Morrissey, Ben Smith, Jonathan Criss, Paul Scherer, Matan Grinberg, Akhil Voorakkara, Charlie Cheever, Victor Cardenas Codriansky, Theodor MarcuDebate between Jensen Wong (NVIDIA CEO) and Dwarkesh Patel on whether NVIDIA is “a car” (swap-in commodity hardware) or “a rocket” (hard-to-replace moat).16 Apr 2026 · 2 h 36 min · 75 chapters
Allbirds’ AI Pivot, Snap Cuts 16% of Workforce, Amazon’s GlobalStar Deal | Diet TBPNThe episode covers market chaos and three tech/business pivots. Topic 1: Allbirds, a San Francisco wool-sneaker brand, is selling its shoe business (for $39M) and using the public shell to pivot into…16 Apr 2026 · 26 min · 12 chapters
AI-Birds, Snap's Next Chapter, Amazon + Globalstar | Kiva Dickinson, Aron D'Souza, Michael Mignano, Wade Foster, Ankur Nagpal, Bailey Pumfleet, Han WangThe episode is a fast news-and-investing roundup focused on AI, public-company pivots, and major tech deals, plus two deep-dive guest conversations.15 Apr 2026 · 2 h 23 min · 62 chapters
Artemis II Makes History, Nutella in Space, The US-China AI Race | Diet TBPNArtemis II’s precise splashdown and what it signals for the next moon missions; viral “Nutella in space” and other brand sightings; then the US-China AI race amid AI safety, attacks on AI leaders,…13 Apr 2026 · 31 min · 12 chapters
Artemis II Recap, Work vs Leisure, AI Backlash | Krste Asanović, Peter Diamandis, Balachandar RamamurthyRecap of the Artemis II lunar flyby/splashdown; how “work vs leisure” and productivity policy (e.g., more holidays) relate to AI-driven change; and an AI backlash/safety debate including labor…13 Apr 2026 · 2 h 7 min · 59 chapters
Chad Janis: How I Sold Grüns to Unilever for $1.2BChad Janis, founder of Grüns (spelled “Grooms” in the transcript), explains how the company built a gummy supplement habit, scaled operations, and sold to Unilever for $1.2B.11 Apr 2026 · 24 min · 17 chapters
SpaceX Financials, Does AI Increase Unemployment or Leisure, Chimp Civil War | Diet TBPNArtemis II splashdown timing and the 13-minute, ~24,000 mph re-entry; SpaceX financials after acquiring Elon Musk’s XAI (nearly $5B net loss, ~$18.5B revenue; combined EBITDA ~$6.5B; ~$6.6B…10 Apr 2026 · 26 min · 11 chapters
SpaceX Financials, Chimpanzee Civil War, Ferrari's Brand Legend | Josh Reeves, Prof. Alex Young, Jason Kim, Chad Janis, Jordan Bramble, Andy DunnThe episode is a wide-ranging tech/finance/news show with several segments.10 Apr 2026 · 2 h 25 min · 70 chapters
Andy Jassy’s Shareholder Letter, Meek Mill Joins the AI Race| Diet TBPNThe episode covers fast-moving AI news and policy, anchored by Andy Jassy’s 2025 Amazon shareholder letter.10 Apr 2026 · 28 min · 15 chapters
Binance’s CZ: We’ll Never Know Satoshi, and That’s GoodCZ (Binance’s founder) discusses his prison-written book, correcting media misconceptions about crypto/Binance, U.S.9 Apr 2026 · 21 min · 10 chapters
Jassy's Shareholder Letter, The Next AI Capability, 𝕏 Timeline Reactions | Saagar Enjeti, Joe Weisenthal, Kesava Kirupa Dinakaran, Brian Manning, Cobi Blumenfeld-Gantz, Changpeng Zhao, Tal HoffmanThe episode covers (1) Andy Jassy’s 2025 Amazon shareholder letter and what it implies for Amazon’s AI strategy and AWS capacity/capex cycle, (2) the “next AI capability” rollout debate—especially…9 Apr 2026 · 2 h 30 min · 70 chapters
Meta’s AI Comeback Moment, Claude Mythos | Diet TBPNThe episode covers Meta’s new closed AI model MuseSpark and Anthropic’s Claude-adjacent “Mythos” model, plus implications for benchmarks, costs, and cybersecurity.9 Apr 2026 · 25 min · 11 chapters