Sora 2 Launch Reactions, DoorDash CEO Live in The Ultradome | Tony Xu, Simon Eskildsen, Patrick O’Shaughnessy, Zach Abrams, Andrew Feldman, Brandon Millman, Stanley Tang, Alex Albert, Arthur Querou
TBPN
00:00
Agentic Commerce vs Shopify: Discovery Risks
Hosts debate discovery shifts, platform take rates, and Shopify's positioning amid agentic commerce.
Transcript
Play full episode
Transcript
Episode notes
- (00:21) - Sora 2 Launch Reactions
- (13:13) - Tony Xu, CEO and co-founder of DoorDash, discusses the company's recent innovations, including the 'Going Out' feature for in-restaurant dining, Dash Smart Fulfillment Services enabling one-hour delivery for retailers without physical stores, and the autonomous delivery vehicle 'DoorDash Dot.' He emphasizes the importance of continuous improvement and innovation to maintain a competitive edge in the evolving delivery industry. Xu also highlights DoorDash's commitment to supporting local businesses and enhancing customer experiences through technological advancements.
- (39:19) - Patrick O’Shaughnessy is the CEO of Positive Sum, founder of Colossus, and host of the popular investing podcast Invest Like the Best. He’s known for exploring ideas at the intersection of business, technology, and investing, often highlighting innovative companies and investment strategies.
- (46:27) - Simon Eskildsen, formerly Shopify's Director of Production Engineering, co-founded TurboPuffer, a company specializing in efficient search engines for large-scale data. In the conversation, he reflects on his eight-year tenure at Shopify, emphasizing the critical role of infrastructure in e-commerce and the lessons learned from managing high-stakes systems. Eskildsen also discusses the challenges of integrating AI into commerce, the importance of efficient search capabilities, and the evolving landscape of AI infrastructure and energy consumption.
- (01:02:22) - 𝕏 Timeline Reactions w/ Simon Eskildsen
- (01:32:29) - Zach Abrams, co-founder of Bridge—a stablecoin payment network acquired by Stripe for $1.1 billion—discusses the launch of Open Issuance, a platform enabling rapid creation of customized stablecoins. He envisions a future where numerous entities, including banks and fintechs, issue their own stablecoins, enhancing financial services and user experiences. Abrams also reflects on the challenges faced during Bridge's early days, navigating industry upheavals and the collapse of key banking partners, emphasizing the resilience required to succeed in the evolving stablecoin landscape.
- (01:42:39) - Andrew Feldman, co-founder and CEO of Cerebras Systems, announced the completion of a $1.1 billion funding round, emphasizing the company's development of AI infrastructure that significantly outperforms traditional GPUs in both inference and training tasks. He highlighted the rapid evolution of AI from novelty to productivity, underscoring the necessity for speed in AI applications and the transformative potential of faster infrastructure on industries, drawing parallels to how increased internet speeds enabled Netflix's shift from DVD rentals to a major movie studio.
- (01:49:52) - Brandon Millman, co-founder and CEO of Phantom, discusses the launch of two new products: Cash, a stablecoin developed in partnership with Bridge and Stripe, and Phantom Cash, an in-app experience utilizing the Cash stablecoin to enhance daily financial activities. He explains that while initial adoption is expected from existing crypto users seeking everyday utility, the goal is to attract a broader audience over time. Millman also highlights the strategic decision to create a stablecoin that balances compatibility and rewards, aiming to provide a middle-ground solution for companies without the resources to develop their own stablecoins.
- (01:57:25) - 𝕏 Timeline Reactions
- (02:27:16) - Stanley Tang, co-founder of DoorDash and head of DoorDash Labs, discusses the launch of "Dot," the company's first autonomous delivery robot designed for suburban areas. Dot is purpose-built for local deliveries, capable of carrying up to 30 pounds and reaching speeds of 20 miles per hour, operating on bike lanes, roads, and sidewalks. Tang emphasizes that Dot is part of DoorDash's broader vision to create a multimodal delivery fleet, integrating various autonomous technologies to meet diverse delivery needs.
- (02:40:06) - Alex Albert, Head of Developer Relations at Anthropic, discusses the recent launch of Claude Sonnet 4.5, highlighting its superior coding capabilities and enhanced performance across various tasks. He shares positive feedback from developers, noting significant improvements and increased usage. Additionally, Alex announces a community contest encouraging innovative applications of Claude Sonnet 4.5, offering prizes such as a free max plan for a year and $1,000 in API credits.
- (02:49:02) - Arthur Querou, CEO and co-founder of Vibe, a streaming TV ad platform, discusses how Vibe simplifies TV advertising for small and medium-sized businesses by offering a self-service platform that allows users to easily select channels, target audiences, and measure ad performance. He highlights the advantages of connected TV (CTV) advertising, such as its targetability, measurability, and reach comparable to platforms like Instagram, making it an effective acquisition channel for marketers. Querou also shares that Vibe has raised $50 million in funding and emphasizes the company's focus on serving performance marketers through a self-service model, aiming to democratize TV advertising for businesses of all sizes.
- (02:58:12) - Sora 2 reactions
TBPN.com is made possible by:
Ramp - https://ramp.com
Figma - https://figma.com
Vanta - https://vanta.com
Linear - https://linear.app
Eight Sleep - https://eightsleep.com/tbpn
Wander - https://wander.com/tbpn
Public - https://public.com
AdQuick - https://adquick.com
Bezel - https://getbezel.com
Numeral - https://www.numeralhq.com
Polymarket - https://polymarket.com
Attio - https://attio.com/tbpn
Fin - https://fin.ai/tbpn
Graphite - https://graphite.dev
Restream - https://restream.io
Profound - https://tryprofound.com
Julius AI - https://julius.ai
turbopuffer - https://turbopuffer.com
fal - https://fal.ai
Privy - https://www.privy.io
Cognition - https://cognition.ai
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
The AI-powered Podcast Player
Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
