TBPN

Harley Finkelstein, President of Shopify, shares insights on how direct-to-consumer brands have transformed Black Friday into an entrepreneurial showcase. Noel Mack, Chief Brand Officer of Gymshark, discusses experiential retail and influencer strategies fueling global expansion. Sara Foster, Co-Founder of Favorite Daughter, highlights creator-led marketing and growth strategies for women's apparel. Peter Rahal, CEO of David, explores scaling consumer products amid seasonal demands. Kat Cole, CEO of AG1, talks about expanding product lines and retail launches as brands navigate the dynamic market.

Hosts dive into Ilya Sutskever's viral moment and discuss the shift from scaling to new research paradigms in AI. They explore NVIDIA's memo reacting to Google’s advancements, highlighting market implications and investment impacts on GDP. A segment on Trump's Genesis initiative reveals ambitions for uniting AI and supercomputing. Ethical questions arise around polygenic embryo selection, along with debates on industry accountability. They also share amusing stories, including a targeted robbery of crypto investors, keeping the tone lively and informative.

Kian Sadeghi, founder of Nucleus, passionately defends his company's gene-testing transparency amid criticism. Joe Weisenthal discusses AI's labor implications and macroeconomic risks. Michael Kratsios shares insights on the Genesis mission, a government initiative to enhance AI in scientific research. Keller Rinaudo highlights Zipline's autonomous delivery plans with a new contract in Africa. David Faugno talks about 1Password’s growth and the importance of credential security in AI contexts. Sebastian Siemiatkowski explores Klarna’s ventures into stablecoins and crypto payments.

Explore the intriguing world of AI startups as hosts delve into how many merely reskin existing APIs. They discuss the controversial marketing tactics of Nucleus Genomics and the risks they face. Additionally, there's a captivating analysis of the dangers posed by deepfakes and the implications for trust in media. The conversation takes a wild turn with autonomous delivery drones, including the legalities of shooting them down. Join for insights into the future of AI and technology!

Sholto Douglas from Anthropic dives into the impressive capabilities of Claude Opus 4.5, focusing on its advanced coding skills and vision understanding, revealing how it's designed for efficiency and user autonomy. Automotive YouTuber Doug DeMuro shares insights on car culture and the modern marketplace, emphasizing how video reviews still outshine AI in showcasing vehicle quirks. Quinn Slack discusses his ad-supported coding agent AMP, exploring the balance between free services and advertising strategies in developer tools.

Discover the intriguing world of AI as the hosts dive into the 'Aura Farm' metaphor, highlighting the dynamics of the tech market. They critique Meta's product strategies alongside discussions about Oracle's protective role and NVIDIA's cash cow status. Elon Musk is humorously portrayed as a disruptive force, while Apple faces scrutiny for its less impressive offerings. The rise of underdogs like Think Machines is noted, along with reflections on investor behavior in AI. Plus, a light-hearted segment about being podcasters adds a fun twist!

Julia Steinberg, General Manager of Books at Arena Magazine, shares insights on the challenges of government infrastructure, skepticism about its efficiency versus the private sector, and her San Francisco experiences with homelessness and safety. Bobby Ghoshal, Co-founder of Dupe.com, discusses his shopping companion platform's growth, partnerships with brands for real-time inventory data, and how it enhances shopper confidence. The conversation explores the intersection of AI and retail, as well as the evolving dynamics of urban life.

Nvidia's impressive Q3 revenues spark discussion about the market's mixed reactions. Travis Kalanick's new venture, Picnic, aims to disrupt corporate meal delivery without fees or tips. Tipping psychology and its role in pricing strategies are hot topics. The hosts explore advanced AI capabilities with Google's Nano Banana Pro image tech. They debate the potential for a market bubble and the soaring demand for AI infrastructure. Plus, cutting-edge humanoid robots and new discoveries about why ice is slippery add an intriguing twist.

David Chang, renowned chef and founder of the Momofuku restaurant group, shares insights into his culinary journey and expansion into media, including his upcoming Netflix podcast. Loredana Crisan, Chief Design Officer at Figma, discusses how AI is revolutionizing product development and design, emphasizing the importance of maintaining creative control. Tony from Sunday Robotics showcases the Memo robot, exploring hardware innovation and the potential for safety in robotics. Together, they delve into the intersections of food, design, and technology.

The hosts dive into the implications of a recent Cloudflare outage, affecting major sites and stirring public concern. They also explore the integration of iMessage with Gemini 3, challenging the boundaries of privacy and messaging portability. A standout moment highlights Gemini 3 Pro's success in beating players at GeoGuessr. Additionally, they discuss NVIDIA's upcoming earnings, a peculiar telemedicine criminal case, and the potential of AI and robotics in wealth creation, all while sharing humor and insights.