Intro

• (00:30) - Meta Connect Reactions
• (05:25) - The Timeline Reacts to Meta Connect
• (40:13) - 𝕏 Timeline Reactions
• (47:51) - Louis Mosley, head of Palantir's UK and European operations, discusses the company's first billion-dollar deal outside the U.S. with the UK Ministry of Defense, marking a significant milestone. He highlights Palantir's $2 billion investment in the UK over the next five years, including the creation of 350 new jobs and establishing London as the European defense headquarters. Mosley emphasizes the UK's unique talent pool and the importance of interoperability among Western allies, drawing lessons from the war in Ukraine.
• (57:48) - 𝕏 Timeline Reactions
• (01:14:46) - Brendan Foody, CEO and co-founder of Mercor, discusses the company's rapid growth from a $1 million to a $500 million revenue run rate in 17 months, attributing this success to their AI-driven platform that connects specialized global talent with AI development opportunities. He highlights the shift in AI model evaluation from academic benchmarks to professional domains, emphasizing the need for human-defined success criteria to train models effectively. Foody also touches on the importance of staying at the frontier of AI advancements and the challenges of predicting future demand in a rapidly evolving industry.
• (01:31:08) - Darren Mowry, Managing Director for North America at Google Cloud, discusses the rapid evolution of AI and its impact on startups, highlighting the increased demand for AI infrastructure and the swift consumption of Google Cloud credits by startups. He emphasizes Google's commitment to supporting these startups through advanced AI models like Gemini and partnerships with companies such as Anthropic and Meta, enabling seamless integration and innovation. Mowry also notes the significance of Google's AI Builders Summit, bringing together founders and builders to explore AI's transformative role across various industries.
• (01:38:14) - Kayvon Beykpour, co-founder of Periscope and former Twitter product leader, discusses the evolution of Periscope from its initial concept as "Bounty," a platform for requesting photos from specific locations, to its transformation into a live video streaming service. He highlights the challenges of building a live-focused social network and emphasizes the importance of integrating live streaming features into existing platforms. Beykpour also introduces his new venture, Macroscope, an AI-powered tool designed to help developers and product managers understand codebases, track changes, and identify bugs, aiming to enhance productivity and reduce time spent in meetings.
• (02:02:37) - Mukund Jha, co-founder and CEO of Emergent, discusses the company's AI-powered platform that enables non-technical users to transform ideas into fully functional, production-ready applications. Since its launch three months ago, Emergent has attracted over a million users who have built more than 1.5 million apps, with a significant portion being monetizable. Jha highlights the platform's unique ability to support web, mobile, and backend development in one integrated system, catering to a diverse user base from business owners digitizing their operations to entrepreneurs launching startups.
• (02:08:57) - 𝕏 Timeline Reactions
• (02:19:23) - Noah Löfquist discusses his work on developing computer use agents—software designed to automate tasks by training foundation models to operate computers like humans. He emphasizes the importance of high-quality data, noting that much of it can be synthetically generated, and highlights the initial focus on automating monotonous tasks such as managing emails and scheduling. Lfquist envisions a future where these agents seamlessly integrate structured outputs and APIs to efficiently perform a wide range of computer-based activities.
• (02:24:13) - 𝕏 Timeline Reactions
• (02:31:24) - Dan Lahav is the co-founder and CEO of Irregular, an AI security company that recently emerged from stealth with $80 million in funding. In the conversation, Lahav discusses Irregular's mission to collaborate with leading AI labs like OpenAI and Anthropic to proactively identify and mitigate potential security threats posed by advanced AI models. He emphasizes the importance of developing high-fidelity simulations to test AI systems under various scenarios, aiming to build the next generation of defenses ahead of potential attacks.
• (02:39:58) - Ben Milne, founder and CEO of Brale, has been a fintech innovator for over a decade, previously establishing Dwolla. In the conversation, he discusses Brale's mission to simplify stablecoin creation, reducing the process from a costly, lengthy endeavor to an affordable, rapid one, enabling businesses to launch custom stablecoins efficiently. Milne emphasizes the benefits of stablecoins in reducing costs, generating revenue, and offering customization, while ensuring interoperability across various blockchain platforms.

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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

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