TBPN

Byrne Hobart, an investor and writer known for his insights on financial bubbles, argues that these phenomena can actually drive innovation by coordinating capital and infrastructure. Glenn Hutchins, co-founder of Silver Lake, shares his experiences in private equity and discusses the pivotal role of AI in finance. Ali Madani, a machine learning researcher, delves into the fascinating world of protein language models and their applications in biology. The trio explores how innovation often flourishes, even amid apparent chaos.

Hosts dive into the performance leap of Gemini 3, debating its upgrade over earlier models. They humorously test its stand-up comedy skills, critiquing its creative delivery. Discussion shifts to Gemini 3's impressive benchmarks and its capability to create interactive web pages. They explore its potential in handling simulated tasks and orchestrating constructions in Minecraft. Insights on Google Antigravity's new agentic IDE concept follow, alongside industry-shifting investments from Anthropic, Microsoft, and NVIDIA. Lastly, they touch on global investment trends and the evolving role of AI in personal assistance.

Join Mike Knoop, the Head of AI at Zapier, as he explores the groundbreaking Gemini 3 model and its implications for mass automation. Jonathan Neman, co-founder of Sweetgreen, shares insights from building a healthy fast-food chain, focusing on automation and evolving consumer preferences. Renowned journalist Ashlee Vance discusses his adventures reporting on hard tech, including robotics and data centers. Finally, learn from Jeremy Epling about AI's role in enhancing security and compliance at Vanta, alongside Keone Hon's high-performance blockchain insights from Monad.

The hosts dive into the buzz surrounding Jeff Bezos’ new AI startup, Project Prometheus, backed by a whopping $6.2 billion, focusing on robotics and drug design. They unpack the controversy over GPT-4.0’s removal and its impact on user loyalty. Peter Thiel's recent sale of NVIDIA and Tesla stakes raises eyebrows, highlighting the financial pulse of tech giants. Plus, a critical look at humanoid robotics reveals security risks and market implications. The discussions are both insightful and entertaining!

Join industry leaders like Luca Ferrari, CEO of Bending Spoons, who discusses how AI is revolutionizing digital businesses. Stacy Rasgon from Bernstein Research shares insights on booming GPU demand for AI infrastructure. Reed Duchscher, founder of a creator-focused company, dives into evolving creator economy dynamics. Eric Glyman, CEO of Ramp, reveals their impressive growth and AI-driven financial solutions. Healey Cypher talks about utilizing AI for seamless group travel, while John Tenant discusses innovations in defense technology. This lively discussion explores the future of AI across various sectors!

Blue Origin successfully lands its New Glenn rocket, stirring excitement in the space race. Amazon's satellite project receives a new identity as Amazon Leo, aiming for space-based internet. Valve unveils a new Steam hardware lineup, building off the success of the Steam Deck. Markets react to Michael Saylor’s meme, impacting MicroStrategy shares, while Cantor Fitzgerald celebrates a record year under fresh leadership. The podcast also dives into ethical discussions around AI recreating deceased individuals and innovative multi-angle streaming for badminton.

Everett Randle is a venture capitalist and expert on startup dynamics, while Adam Faze is the CEO of Gymnasium, a studio creating viral short-form content. They dive into Blue Origin's groundbreaking rocket landing and its implications for the space race. Randle shares insights on market cycles, focusing on AI and venture strategies. Meanwhile, Faze discusses the evolution of digital content, highlighting the success of his hit series, 'Keep the Meter Running,' and the importance of audience engagement on social platforms.

Get ready for a whirlwind discussion on rising tech debt and its potential risks compared to past crises. Delve into the debate on whether data truly is the new oil and how to refine it into valuable insights. The hosts dissect Meta's massive financing deal for its new data center and the evolving role of private credit in the AI landscape. They also explore the saturation of the AI market, the state of large language models, and future breakthroughs in AI. Plus, insights into the revival of Vine and the intriguing timing of Michael Burry's fund shutdown.

Spencer Peterson, a general partner at Coatue Ventures, discusses the booming AI developer tools market and highlights the rapid growth of Cursor. Max Hodak, CEO of Science Corporation, shares breakthroughs in retinal prostheses and brain-machine interfaces. Andrew Dudum, founder of Hims & Hers, details innovations in digital health and personalized care. Meanwhile, Melisa Tokmak introduces Netic's AI solutions for essential services, while Tomás Puig reveals Alembic's causal AI strategies for marketing impact. Jeffrey Katzenberg rounds out the discussion with insights on fundraising.

Dive into the hilarity of a low-budget launch video that has everyone talking. Explore the dark side of rage-baiting as a product strategy and its potential long-term repercussions for startups. Discover if there's real substance behind a controversial marketing stunt and the advice being shared with young founders. Tune in for insights on fund returns, competitive dynamics in tech giants, and the quirky world of expressive robots. This quick listen is packed with thought-provoking discussions and some light-hearted banter!