TBPN

Get ready for a deep dive into the chaotic world of AI lawsuits! Discover the latest twists in the Musk versus OpenAI saga as the hosts explore newly leaked documents and the implications for funding. They discuss why OpenAI pivoted towards profit-making, Microsoft's critical role, and the public's mixed reactions to ads in ChatGPT. With humor and cultural references, the duo weighs the pros and cons of ads supporting free services, while sharing insights on internal debates at OpenAI and the reactions to the evolving AI landscape.

In a fascinating discussion, Bill Schufelt, the CEO of Athletic Brewing, recounts his journey from finance to craft beer, highlighting his unique brewing process. Sean Frank from Ridge emphasizes the high revenue potential of ads within AI platforms like ChatGPT. Sequoia's Sonya Huang and Pat Grady unpack the arrival of AGI, urging founders to leverage AI for real-world solutions, while Alex Mashrabov shares insights on scalable AI-generated video ads. Together, they explore the future of advertising and the evolving role of AI in business.

Explore how tech giants like Tesla and AWS are diving into mining, reshaping lithium and copper supply chains. Discover the leadership shakeup at Thinking Machines and the implications of talent exodus in the AI landscape. Dive into the quirky NYC sauna wars, where wellness meets Bitcoin heated tub innovations. Plus, catch up on Meta's ambitious AI investments and the unusual tie between farmland premiums and data centers. This lively discussion serves a fresh take on tech’s evolving scene!

In this engaging discussion, Matthew Prince, CEO of Cloudflare, talks about challenges with Italy's regulatory actions that risk internet freedom. Chirantan 'CJ' Desai, CEO of MongoDB, reveals the company's impressive growth and how it’s evolving for AI applications. Delian Asparouhov from Founders Fund shares insights on holiday deal-making trends. Deepak Pathak of Skild AI announces a significant funding round for creating a general-purpose robot brain. Lastly, Blake Resnick showcases innovative public-safety drones, addressing their real-world applications.

The hosts tackle the burgeoning AI backlash, discussing rising power bills tied to data centers and bipartisan local resistance to them. They explore hyperscalers like Microsoft and Google and their ambitious energy commitments while questioning market incentives for building energy capacity. The conversation shifts to practical uses of Google's Personal Intelligence for everyday tasks. Also covered are intriguing insights into David Ellison's rise in Hollywood and the creative strategies against AI deepfakes, along with the evolving landscape of targeted advertising.

Brian Chesky, co-founder and CEO of Airbnb, shares insights on integrating AI into travel experiences, focusing on intuitive interfaces beyond chatbots. Baiju Bhatt, co-founder of Robinhood, discusses his venture Aetherflux, aiming to harness space-based solar power for global energy needs. Alfred Wahlforss, CEO of Listen Labs, highlights AI's role in personalized consumer interviews. Finally, Marc Benioff of Salesforce dives into AI integration in enterprise products and the importance of data governance, emphasizing the need for responsible AI development.

The hosts dive into why Siri needs to transform into a standalone app for better user interactions. They explore the monumental Apple-Google search deal and its impact on monetization. OpenAI's acquisition of Torch for healthcare data sparks conversation about integrating AI into Apple Health. They also discuss enhancing productivity through AI automation in daily tasks. Rumors about OpenAI's hardware ambitions and Apple's ongoing service strategies add more layers to the tech landscape.

Shervin Pishevar, an Iranian-American entrepreneur and venture capitalist, shares insights on the courage of protesters in Iran and the vital role of technologies like Starlink in supporting their fight for freedom. Horacio Rozanski, CEO of Booz Allen Hamilton, discusses the integration of AI and cybersecurity in government missions. Glenn Fogel, CEO of Booking Holdings, dives into the concept of agentic commerce and how AI is reshaping the travel industry. Other guests like J.D. Ross and Nick Fleisher talk about modernizing insurance and legal workflows through innovative tech solutions.

John and Jordy dive into the DOJ's subpoenas for Jerome Powell and what that means for the Fed's independence. They explore how gold and silver prices are linked to tech supply chains and Apple’s ambitious plans to stream NBA games on the Vision Pro. Walmart’s partnership with Google for shopping via Gemini opens the door for drone delivery innovation. Plus, the hosts discuss AI's role in healthcare, featuring insights on Anthropic's Claude Code and its applications in wellness projects with Tom Brady. Fashion commentary on Golden Globes watches adds a fun twist!

Ben Thompson, the founder of Stratechery, critiques Apple's Vision Pro, arguing that its sports content overproduction detracts from user immersion. Economist Tyler Cowen discusses AI's impact on blue-collar jobs, suggesting new opportunities will arise despite task replacements. Andrew Feldman shares insights on Cerebras' innovative AI hardware, while Nathan Nwachuku details his work on autonomous security systems in Africa. Lastly, Harley Finkelstein from Shopify explores the future of commerce with new agentic storefront strategies.