Trump-Xi Summit, Inflation Fears, Space Data Centers | Max Levchin, Delian Asparouhov, Richard Socher, Brandon Hill, Nate Tepper, Joubin Mirzadegan, Roman Chernin

30 snips

May 13, 2026

Guest

Max Levchin, PayPal co-founder and Affirm CEO, talks specialization, espresso machines, and AI in business. Delian Asparouhov, Varda Space co-founder, explains manufacturing drugs in microgravity with United Therapeutics. Richard Socher, founder of Recursive Superintelligence, discusses building self-improving AI. Roman Chernin of Nebius covers AI cloud and inference optimization. Nate Tepper and Brandon Hill describe AI-driven short films and grocery automation.

Ask episode

AI Snips

Chapters

Books

Transcript

Episode notes

Research Can Rapidly Become Product If Inventions Accelerate

Recursive expects to productize research faster if breakthroughs accelerate.
Socher says initial stealth will shift toward productization sooner if the team achieves rapid meta‑inventions that let AI generate inventions autonomously.

Automate Grocery Back Office First

Automate all pre‑ and post‑checkout grocery ops before tackling checkout.
Brandon Hill says Vori focuses on inventory, pricing, ordering automation and offers electronic shelf labels and pricing agents that update thousands of SKUs in one click.

Paper‑And‑Pencil Pricing Hides Recoverable Margin

Grocery pricing is still manual and error‑prone at many stores, leaving predictable margin to reclaim.
Brandon describes pricing coordinators scanning invoices line‑by‑line; Vori detects supplier cost changes and updates 30k–100k SKUs automatically.

Get the Snipd Podcast app to discover more snips from this episode

Get the app

(00:50) - Trump-Xi Summit
(28:35) - Space Data Centers
(37:29) - 𝕏 Timeline Reactions
(57:39) - Wall Street's Inflation Fears Rise
(01:01:37) - Max Levchin, a Ukrainian-American software engineer and entrepreneur, co-founded PayPal in 1998 and currently serves as the CEO of Affirm, a financial technology company offering "buy now, pay later" services. In his recent conversation, Levchin discussed his deep dive into the mechanics of espresso machines, emphasizing his passion for mastering complex systems. He also highlighted the importance of specialization and depth of knowledge in one's field, advocating for young professionals to pursue expertise in areas like computer science to remain competitive in an evolving job market.
(01:30:40) - Delian Asparouhov, co-founder and president of Varda Space Industries, discusses the company's collaboration with United Therapeutics to manufacture pharmaceuticals in microgravity, aiming to improve drug formulations for rare pulmonary diseases. He highlights the significance of this partnership as the first instance of a publicly traded company investing its own resources to produce physical products in low Earth orbit. Asparouhov also elaborates on the technical processes involved, including the benefits of microgravity for drug crystallization and the logistics of launching and retrieving these products from space.
(02:01:19) - Richard Socher, former Chief Scientist at Salesforce and founder of You.com, is now leading Recursive Superintelligence, an AI startup focused on developing self-improving AI systems. In the conversation, he discusses the company's mission to build recursive, self-improving superintelligence capable of automating knowledge discovery, emphasizing the importance of AI systems that can autonomously enhance their own capabilities. He also highlights the recent funding success, with Recursive Superintelligence raising over $650 million at a $4.65 billion valuation, led by GV (Google Ventures) and Greycroft, with participation from Nvidia and AMD.
(02:12:38) - 𝕏 Timeline Reactions
(02:18:17) - Brandon Hill, CEO and co-founder of Vori, is a third-generation grocer whose family has been in the grocery industry for over 40 years. In the conversation, he discusses Vori's mission to modernize grocery store operations by automating processes such as inventory management, pricing, and ordering, aiming to enhance efficiency and profitability for independent retailers. Hill also highlights Vori's recent $22 million funding round, which will support the company's expansion and further development of its autonomous operating system for supermarkets.
(02:26:03) - Nate Tepper, founder and CEO of True Short, an AI-driven film studio and streaming platform, discusses the company's innovative approach to creating and distributing vertical, short-form content inspired by China's successful micro-dramas. He highlights their strategy of forming creative pods—teams consisting of a showrunner, AI filmmaker, and editor—to produce weekly series, and emphasizes their focus on rapid content creation and distribution to stay ahead of competitors. Tepper also notes the importance of both organic and paid growth strategies, leveraging platforms like TikTok to drive user engagement and app downloads.
(02:39:04) - Joubin Mirzadegan, co-founder and CEO of Roadrunner, discusses the company's inception at Kleiner Perkins, where he identified a critical need for improved revenue infrastructure through conversations with CIOs. He highlights the challenges posed by evolving pricing models, such as the shift from software to SaaS and now to AI-driven consumption-based billing, necessitating adaptable CPQ solutions. Mirzadegan emphasizes the complexity of the sales process, involving multiple stakeholders like CIOs and CROs, and underscores Roadrunner's mission to streamline this process by integrating AI to enhance efficiency and accuracy.
(02:46:29) - Roman Chernin, a founding member of Nebius since its inception in summer 2024, discusses the company's rapid growth and its focus on building a vertically integrated, AI-specialized cloud infrastructure. He highlights the swift evolution of AI models, noting that open-source alternatives are catching up to frontier models within three to six months, prompting customers to switch for cost efficiency. Chernin also addresses challenges in scaling, including physical infrastructure bottlenecks and the necessity of efficient financing, emphasizing the importance of post-sales support and recent strategic acquisitions to enhance inference optimization capabilities.

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