Best Late Model Stocks Podcasts (2025)

1
OpenAI Prepares ChatGPT for Ad Driven Era, The AI Paradigm Shift | Keith Rabois, Alfred Lin, Keith Sakata, M.D., Talia Goldberg, Dave Girouard, Kylan Gibbs, Sam Jones, Zach Pogrob 3:32:15

33m ago3:32:15

3:32:15

(01:19) - Timeline in Turmoil (09:43) - OpenAI Prepares ChatGPT for Ad Driven Era (32:49) - The AI Paradigm Shift (36:29) - Keith Rabois, an American technology executive and investor, has held significant roles at PayPal, LinkedIn, and Square, and co-founded Opendoor. In the conversation, he discusses the competitive threat OpenAI's ChatGPT poses …

1
Timeline in Turmoil: Elon Clashes with Altman, Perplexity Offers $34.5B for Chrome, Apple in Elon's Crosshairs | David Risher, James Cadwallader, Devin Bhushan, Demi Guo, Eugenia Kuyda, Alex Danco, Isaiah ... 3:25:45

11h ago3:25:45

3:25:45

(00:08) - Timeline in Turmoil (10:45) - Elon Demands App Store Antitrust Action (17:33) - Musk Threatens Apple Lawsuit (26:17) - Perplexity Offers $34.5B for Google Chrome (43:47) - NVIDIA Buys Back into China Markets (01:03:14) - David Senra Call In (01:17:42) - UFC Moves From PPV to Paramount Streaming (01:31:52) - Timeline (01:45:47) - Demi Guo,…

1
Trump's Deal with NVIDIA, Genie 3 AI Paintings, Intern GPT-5 Test, AI Hedge Funds | Peter Harrell, Aaron Ginn, John Maslin 2:57:18

1d ago2:57:18

2:57:18

(00:17) - Timeline (05:04) - Intern Reviews GPT-5 (20:02) - Google Deepmind's Genie 3 Reactions (40:10) - Timeline (53:39) - Billions Flow into AI-Focused Hedge Funds (01:06:24) - Trump Demands 15% Revenue Tax From AI (01:13:01) - Lip-Bu Tan Headed to The White House (01:29:38) - Peter Harrell, a non-resident fellow at the Carnegie Endowment for In…

1
20VC: Figma, Scale, Wiz: Inside Index's Decacorn Factory | Decision-Making, Investment Process, Biggest Lessons, Biggest Misses | Why Gross Margin is a Fallacy at Seed | Never Turn Down a Deal on Price ... 1:19:50

2d ago1:19:50

1:19:50

Martin Mignot is a Partner at Index Ventures, the best-performing fund in the world right now. In the last three months, they have sold Wiz for $ 32 billion, sold Scale for $14.9 billion, and IPO'd Figma as the largest investor. In addition to this, they are the largest or second-largest shareholders in Roblox, Revolut, Adyen and Datadog. Agenda fo…

1
Weekly Recap: GPT-5, Apple Sitting on $100B, Disney Enters The AI Race, Marc Andreessen 2:26:10

4d ago2:26:10

2:26:10

(00:00) - Intro (00:04) - Microsoft Cloud Outpaces AI (23:08) - Disney’s AI Dilemma (37:18) - What Apple Should Do with $100B Share Buyback (49:37) - Howard Stern Canceled After Decades On Air (53:51) - OpenAI Releases Open Source Model (01:05:45) - Marc Andreessen (a16z) (01:41:13) - AI Model Whiteboard Breakdown (01:57:19) - GPT-5 Review Ft. Rahu…

1
GPT-5 Hot Takes, Rahul Live from The Ultradome, Doug From SemiAnalysis, Timeline Reactions | Doug O’Laughlin, Rahul Sonwalkar, Mitchell Green, Ben Schleuniger, Merrill Lutsky 3:20:01

4d ago3:20:01

3:20:01

(00:10) - Rahul Sonwalkar Live in the Ultradome. Rahul Sonwalkar, founder and CEO of Julius AI, transitioned from his viral "Rahul Ligma" persona to leading an AI data analysis platform that has attracted over 2 million users. In the transcript, he discusses the challenges and solutions in AI code generation, emphasizing the importance of accuracy …

1
20VC: The $BN Greenoaks Backed Protein Bar | Hitting $100M Revenues in David's First Year: Lessons & Mistakes | $0 to $600M: The Untold RXBAR Story | Product-Market-Fit, Pricing, Branding: What Every Founder ... 1:06:15

5d ago1:06:15

1:06:15

Peter Rahal is the Co‑Founder & CEO of David Protein, the highest protein‑to‑calorie ratio for any protein bar on the market. Peter has raised over $85M from Greenoaks, Dr. Peter Attia and Dr. Andrew Huberman with the latest round valuing the company at $725 million. The company is poised for over $100 million in first‑year revenue. Formerly, Peter…

1
OpenAI Day: GPT-5 Unveiled | Mark Chen, Greg Brockman, Sarah Friar, Max Schwarzer, Brad Lightcap & More 4:10:32

6d ago4:10:32

4:10:32

(01:18) - AI Model Whiteboard Breakdown (26:23) - Mark Chen, Chief Research Officer at OpenAI, discusses the recent launch of GPT-5, emphasizing its enhanced reasoning capabilities and seamless integration of various AI models to improve user experience. He highlights the model's ability to perform complex tasks more efficiently, reducing the need …

1
20VC: Figma's 250% Pop - The Greatest IPO Mispricing Ever | Meta and Microsoft Blowout Quarters: Broken Down | Cognition Raises at $15BN and Ramp at $22BN | CRV Downsizing and What It Means for LPs and ... 1:20:30

6d ago1:20:30

1:20:30

Agenda: 00:00 – The Worst IPO Mis-Pricing Ever: What Really Happened at Figma 02:30 – Fidelity vs Founders: How Important is Fidelity When Going Public 07:00 – Why Founders Secretly Want a Pop, Even If It Makes Them Look Stupid 10:15 – The Truth Behind the $3B Figma "Left on the Table" 14:00 – Direct Listings vs IPOs: Should Figma Have Gone Direct …

1
Marc Andreessen on M&A, AI Ads & His Advice for Young VCs, Shopify's Harley Post-Earnings, Google's Genie 3 Potential & More | Marc Andreessen, Harley Finkelstein, Anton Osika, Thomas Dohmke, Alex Jacobson ... 3:23:27

6d ago3:23:27

3:23:27

(01:41) - Timeline (04:28) - How Serious is Google's Genie 3 Model? (22:42) - The 5-Level Framework for Robotics (40:35) - Cerebras Proves it Can Actually Work (48:36) - Timeline (01:26:53) - Marc Andreessen is an American entrepreneur, software engineer, and venture capitalist. He is best known as the co-creator of Mosaic, the first widely used we…

1
Apple Unleashes $100B Buyback, Palantir Crushes Earnings, OpenAI's New Open Source Model | Alex Albert, Scott Kupor, Kyle Harrison, Brielle Terry, Sean Henry, Andi Duro, Gabe Pereyra, Kareem Amin 3:23:01

7d ago3:23:01

3:23:01

(00:31) - Timeline (02:06) - What Apple Should Do with $100B Share Buyback (22:29) - Palantir Blows Past Earnings Expectations (34:57) - OpenAI Releases Open Source Model (50:25) - Google Deepmind Genie 3 Reactions (56:01) - Timeline (01:02:02) - Jet Blue First Class Review (01:07:58) - Timeline (01:30:23) - ElevenMusic Reactions (01:32:07) - Timel…

1
Microsoft Cloud Outpaces AI, Disney’s AI Dilemma | Samir Chaudry, Dan Wright, Flo Crivello, David Tuttle, Will Ahmed, Aneesh Dhawan 3:26:48

9d ago3:26:48

3:26:48

(03:34) - Microsoft Cloud Outpaces AI (33:41) - AI Coming For Consultants (01:03:35) - Disney’s AI Dilemma (01:17:52) - Timeline (01:42:09) - Dan Wright, Co-Founder and CEO of Armada, discusses the company's mission to build hyperscale data centers for edge computing, targeting the 70% of the world lacking AI infrastructure. He highlights their wor…

1
20Sales: $0-$3.7BN: The Databricks CRO’s Playbook to Build the Fastest GTM Engine in SaaS History | How Databricks Beat Snowflake | How To Build a Sales Org of 5,000 and Close $190M Deals with Ron Gabrisko ... 1:15:36

9d ago1:15:36

1:15:36

Ron Gabrisko is the Chief Revenue Officer at Databricks, where he joined in 2016. Under his leadership, Databricks has scaled from $0 to $3.7BN annualized revenue. He has grown the sales team from 0 to over 1,000 globally, leading expansion into enterprise, government, and international markets. Ron previously held senior sales roles at Cloudera an…

1
20VC: Inside Carnegie Mellon's $4BN Endowment | Why 90% of LPs Shouldn't Invest in VC | The $140BN Problem with Multi-Stage Funds | The Hidden Math Behind DPI, TVPI, and Illiquidity with Miles Dieffenbach ... 1:27:17

9d ago1:27:17

1:27:17

Miles Dieffenbach is Managing Director of Investments at Carnegie Mellon University, where he helps oversee a $4 billion endowment with a focus on venture capital, private equity, and alternative investments. Under his leadership, CMU’s private book has remained self-funding during some of the toughest years for liquidity. Agenda for Today: 00:04 –…

1
Weekly Recap: Figma’s IPO, Ramp Reaches $22.5B, Gwyneth Paltrow Saves Astronomer, Top AI Researchers Ranked 1:22:21

10d ago1:22:21

1:22:21

(00:00) - Intro (00:03) - Gwyneth Paltrow Saves Astronomer (19:25) - The Metis List of Top AI Researchers (24:16) - Eric Glyman (Ramp) (50:31) - Figma IPO (01:03:58) - Andrew Reed (Sequoia Capital) (01:18:43) - Timeline Reactions To Figma IPO TBPN.com is made possible by: Ramp - https://ramp.com Figma - https://figma.com Vanta - https://vanta.com L…

1
Figma IPO Recap, TBPN Market Recap, Ray Dalio Steps Down From Bridgewater, Coinbase Earnings Update, Reviewing The Mansion Section 1:14:54

12d ago1:14:54

1:14:54

(00:17) - Figma IPO Recap (03:28) - TBPN Market Recap (27:14) - Ray Dalio Steps Down From Bridgewater (34:52) - Coinbase Earnings Update (40:57) - Figma IPO Timeline Reactions (01:03:04) - Reviewing The Mansion Section TBPN.com is made possible by: Ramp - https://ramp.com Figma - https://figma.com Vanta - https://vanta.com Linear - https://linear.a…

1
LIVE FROM NYSE FOR $FIG | Dylan Field, Lynn Martin, Kris Rasmussen, Andrew Reed, Danny Rimer, Mamoon Hamid 1:59:12

13d ago1:59:12

1:59:12

(38:35) - Andrew Reed, a partner at Sequoia Capital, reflects on Figma's journey from its early days to its successful IPO. He highlights the company's meticulous attention to detail, evident in their product development and the recent New York Stock Exchange debut. Reed also discusses the evolving role of creative technologists and the impact of A…

1
20VC: Benchmark Loses Another Partner | Elad Gil Raises a Monster $1.5BN Solo GP Fund | Why Apple Need a Management Overhaul | Why Google is the Best Performing Hyperscaler | Will Cursor Hit $4BN ARR ... 1:21:26

13d ago1:21:26

1:21:26

Agenda: 00:00 - Why Benchmark Is Bleeding Partners (and Why That’s the New Normal) 04:57 - “I Wouldn’t Leave Benchmark… Unless I Had THIS” — Jason on Brand vs Autonomy 09:01 - The Rise of the Solo GP & The Death of LP Conventional Wisdom 13:50 - The Unstoppable Force of Elad Gil & The Myth of LP Discipline 18:45 - Is Vibe Coding the New SaaS? Jason…

1
LIVE FROM NEW YORK: Ramp's Valuation Reaches $22.5B, Figma Going Public, The Personal Superintelligence Debate | Eric Glyman, Avi Schiffmann 1:47:33

14d ago1:47:33

1:47:33

(00:34) - Zuck and Personal Superintelligence (32:00) - Figma Going Public (45:40) - Eric Glyman, co-founder and CEO of Ramp, a financial operations platform, announced a $500 million Series E-2 funding round, elevating the company's valuation to $22.5 billion. He discussed the rapid growth of Ramp, highlighting the launch of autonomous AI agents d…

1
The Metis List of Top AI Researchers, High Schoolers Beat AI At Math Olympiad, Apple Might Ditch Camera Bump, GPT-5 Rumors Heating Up | Ryan Petersen, Ty Haney, Antonio García Martínez, Ian Webster, Ori ... 2:19:25

15d ago2:19:25

2:19:25

(00:24) - The Metis List of Top AI Researchers (06:19) - High-Schoolers Beat Top AI Models (34:47) - New iPhone Spotted in the Wild (45:18) - GPT-5 Might Arrive Next Week (50:14) - Ryan Petersen, founder and CEO of Flexport, discusses the company's acquisition of Convoy's technology in November 2023, its subsequent revitalization, and the recent sa…

1
Astronomer Makes a Comeback, Massive Data Leak at Tea, AI-Powered Ads Spark Controversy | Anton Troynikov, Rahul Sonwalkar, Nico Christie 2:56:46

15d ago2:56:46

2:56:46

(00:21) - Astronomer Makes a Comeback (20:20) - Massive Data Leak at Tea (59:38) - AI Powered Ads Sparks Controversy (01:23:12) - Trump Wins the Hulkmania Tariffs Brawl (01:28:24) - Anton Troynikov, co-founder of Chroma, a company specializing in AI-native open-source embedding databases, discusses the phenomenon of "LLM psychosis," where individua…

1
20VC: a16z's Martin Casado on Anthropic vs OpenAI: Where Value Accrues | Cursor vs Replit vs Lovable: Who Wins and Who Loses | The One Sin in AI Investing | Why Open Source is a National Security Risk ... 1:10:37

16d ago1:10:37

1:10:37

Martin Casado is a General Partner @ a16z where he leads the firms $1.25BN infrastructure fund. At a16z, Martin has led investments in companies like Cursor, dbt Labs, and Fivetran to name a few. Before joining a16z, he co-founded Nicira, acquired by VMware for $1.26B. At VMware, he served as CTO of Networking. Widely regarded as a visionary in ent…

1
20Product: Should We Kill the PM Role Entirely | How Does Product Design Change Most in a World of AI | How Do Monzo Build Product Today: What Works, What Does Not | Why Most Product Sucks and What Makes ... 1:07:26

17d ago1:07:26

1:07:26

Fernando Fanton is one of the most respected product leaders in Europe, having held Chief Product Officer roles at Monzo and Just Eat. He previously led product and tech at Rappi, one of Latin America's most valuable startups. Today, Fernando is the CPO @ Property Finder; one of the biggest breakout unicorns from MENA. Agenda: 00:00 – Is “having a …

1
Weekly Recap: Casey Neistat, OpenAI Cracks Math, The Future of ChatGPT, Apple x F1, Intel Layoffs 2:20:49

17d ago2:20:49

2:20:49

(00:00) - Intro (00:04) - OpenAI Achieves IMO Gold (26:07) - OpenAI Product Roadmap (53:20) - Apple Goes Full Throttle on F1 (01:07:36) - Google Doubles Down on Cloud AI (01:31:36) - Intel Lays Off 15% of Workers (01:48:24) - Casey Neistat (ModRetro) TBPN.com is made possible by: Ramp - https://ramp.com Figma - https://figma.com Vanta - https://van…

1
Intel Lays Off 15% of Workers, Trump's $550B Japan Investment, Hulk Hogan's Legacy | Live TBPN Taste Test with Saif Khawaja 2:27:17

19d ago2:27:17

2:27:17

(00:30) - Intel Lays Off 15% of Workers (17:45) - Timeline (25:42) - Trump's $550B Japan Investment (39:41) - Timeline (42:45) - Hulk Hogan's Legacy (01:00:57) - Bay Area Gets Tesla Robotaxis (01:08:27) - LVMH Lobbies for U.S. Trade Deal (01:21:57) - Timeline (01:34:13) - Vitamin Shoppe Owner Lists Hamptons Mansion (01:39:41) - Timeline (01:50:48) …

1
Google Doubles Down on Cloud AI, Hulk Hogan Passes Away at 71, Hill and Valley Forum Reactions | Casey Neistat, Chris Samra, Zak Kukoff, Vineeta Agarwala, Micky Malka, Alex Hawkinson 3:29:29

19d ago3:29:29

3:29:29

(00:14) - Timeline (05:16) - Google Doubles Down on Cloud AI (38:10) - Hulk Hogan Passes Away at 71 (49:49) - Timeline (57:44) - Zak Kukoff is a venture capitalist with over a decade of experience in the technology and venture capital sectors, focusing on early-stage investments and entrepreneurship. He currently serves as the Chair of the Tech and…

1
20VC: Lovable Raises at $2BN & Hits $100M ARR | Is Cursor Worth $28BN at $1BN in ARR | How Do All Providers Deal with Anthropic Dependency Risk | Are Seed Funds F******: Have Mega Funds Won | Figma IPO ... 1:21:38

20d ago1:21:38

1:21:38

Agenda: 00:00 – Did Jason Just Kill Replit? 03:45 – Why Claude Lies To You and Cannot Be Trusted 06:50 – You Cannot Trust Agents. Period. 10:20 – Why Windsurf Was Dead Without Claude 12:30 – Cursor vs. Lovable: What’s the Better Bet? 14:40 – Should You Still Invest in Cursor at $28B? 18:05 – Would You Bet on Anthropic at $100B or OpenAI at $300B? 2…

1
Apple Goes Full Throttle on F1, Meme Stocks Make a Comeback, Amazon's New Wearable AI Device | Christina Cacioppo, Deena Shakir, Davide Asnaghi, Ylan Richard 2:42:40

21d ago2:42:40

2:42:40

(01:34) - Apple Goes Full Throttle on F1 (18:43) - Meme Stocks Are Back (37:27) - Amazon's New Wearable AI Device (56:53) - Timeline (01:19:54) - Christina Cacioppo is the founder and CEO of Vanta, a trust management platform that automates security and compliance processes for businesses. She discusses Vanta's recent $150 million Series D funding …

1
OpenAI's New CEO of Applications Shares Optimistic Memo, Stargate Hits Early Struggles, P&G Pays Unilever $10M in Spying Case | Anatoly Yakovenko, Aaron Levie, Neil Parikh & Daniel Cahn, Jan Sramek, Nathaniel ... 3:06:14

21d ago3:06:14

3:06:14

(00:26) - OpenAI Product Roadmap (35:47) - OpenAI to Pay Oracle $30B Per Year (39:41) - Stargate Hits Early Struggles (46:53) - Musk Allies to Raise $12B for xAI (56:23) - Intern Cam Live from Tesla Diner (01:05:50) - Anatoly Yakovenko, co-founder and CEO of Solana Labs, discusses the inception and evolution of Solana, emphasizing its design for hi…

1
OpenAI and Gemini Achieve IMO Gold, CBS Cancels Colbert's Late Night, McLaren's Mansour Ojjeh Collection | Chris Black, Chris Buskirk, Turner Caldwell, Jamin Ball, Harper Carroll, Nikita Singareddy 3:18:39

22d ago3:18:39

3:18:39

(00:45) - OpenAI Achieves IMO Gold (37:38) - Timeline (50:29) - CBS Cancels Colbert's Late Night (01:10:57) - McLaren's Mansour Ojjeh Collection (01:24:49) - Timeline (01:29:04) - Chris Black is a New York-based writer, producer, and editor, known for his creative consultancy, Done to Death Projects, and as co-host of the podcast "How Long Gone." I…

1
20VC: Scaling to $1BN+ in Revenue with No Funding: Surge AI | The Most Insane Scaling Story in Tech | 1:06:20

23d ago1:06:20

1:06:20

Edwin Chen is the Founder and CEO of Surge. Founded in 2020, Surge has scaled to $1BN+ in revenue with zero external funding. At the same time, their competitor, Scale.ai raised over $1.3BN to reach $850M ARR. Today, Surge have the world’s largest model providers as customers and have just 120 employees. Agenda: 00:00 — “Everyone Else Is Just a Bod…

1
Weekly Recap: CEO Affair at Coldplay Concert, Elon Musk's AI Girlfriend, Cognition Acquires Windsurf 2:33:25

25d ago2:33:25

2:33:25

(00:00) - Intro (00:03) - Astronomer CEO Affair at Coldplay Concert (11:11) - The Steelman for Grok's Vulgar Anime Mode (29:31) - Cognition Acquires Windsurf (01:20:14) - Jeff Wang (Windsurf) & Scott Wu (Cognition) (01:32:19) - Windsurf Chaos Aftermath Breakdown (01:41:27) - Martin Shkreli (DL Software) TBPN.com is made possible by: Ramp - https://…

1
Surprise Visit From Martin Shkreli, Range Rover Launches New Logo, Timeline Reactions | Martin Shkreli, Joe Weisenthal, Joseph Krause, Nirav Tolia, Mike Knoop, Kyle Samani 3:17:46

25d ago3:17:46

3:17:46

(01:19) - Timeline (20:53) - Range Rover Launches New Logo (29:07) - Martin Shkreli. Martin is an American entrepreneur and former pharmaceutical executive known for his work in biotechnology and hedge fund management. He co-founded the hedge funds Elea Capital, MSMB Capital Management, and the biopharmaceutical companies Retrophin and Turing Pharm…

1
20VC: Cognition CEO Scott Wu on Acquiring Windsurf: The Process, The Deal, The Rationale | Did Google Overlook a Goldmine in the Core Asset and Did Founders Leave a Sinking Ship | How Cursor and Cognition ... 48:08

26d ago48:08

48:08

Scott Wu is the co-founder and CEO of Cognition, the company behind Devin, the world’s first AI software engineer. On Friday last week they pulled off the acquisition of the year, acquiring Windsurf, following their licensing agreement with Google. Previously a world-class competitive programmer, he was a gold medalist at the International Olympiad…

1
Astronomer CEO Affair at Coldplay Concert, JUUL Approved by the FDA, Is AI Causing Historic Crashouts? | Chris Power, Jeremie Eliahou, Chris Best, Alex Mashrabov, Jesse Pollak, Billy Thalheimer, Jonathan ... 3:53:42

26d ago3:53:42

3:53:42

(00:09) - Astronomer CEO Affair at Coldplay Concert (11:31) - New Tesla Model Y L Breakdown (16:18) - JUUL Approved by the FDA (01:02:49) - Is AI Causing Historic Crashouts? (01:29:16) - Chris Power, founder and CEO of Hadrian, discusses the company's recent $260 million funding round led by Founders Fund and Lux Capital, which will support the exp…

1
20VC: Windsurf x Google x Cognition: Full Breakdown: Who Made Money, Who Did Not | Lovable vs Replit: Will These Be $100BN Businesses | Why Elon Could Beat Sam Altman with the New Grok | Why Every S&P ... 1:21:58

27d ago1:21:58

1:21:58

Agenda: 00:00 Windsurf was dead—then this deal changed everything 05:00 The Windsurf x Google x Cognition saga explained 09:00 The OpenAI deal collapsed—what really happened 15:00 FTC rules forced a brutal deal structure—who lost? 17:00 The investors’ returns: who actually made money? 21:30 Will Google’s corp dev team get fired over this? 23:00 Cog…

1
The Steelman for Grok's Vulgar Anime Mode, AWS Launches Competitor to Browserbase, What AI Product Will Zuck Launch Next? | Delian Asparouhov, Lucas Swisher, Ravi Gupta, Adam Warmoth, Misha Laskin 3:07:24

28d ago3:07:24

3:07:24

(01:01) - The Steelman for Grok's Vulgar Anime Mode (20:50) - AWS Launches Competitor to Browserbase (31:16) - Timeline (31:49) - What AI Product will Zuck Launch Next? (01:01:21) - Delian Asparouhov. Delian is a Partner at Founders Fund and the Co-founder & President of Varda Space Industries, which is building the first commercial manufacturing f…

1
Windsurf Chaos Aftermath, NVIDIA Back in China, Richard Mille Deep Dive, Apple Buying $500M in Rare Earth Magnets | Zak Kukoff, Brian Venturo, Tyler Cowen, Austin Hughes, Kris Fredrickson, Dick Lucas 3:18:28

28d ago3:18:28

3:18:28

(00:27) - Windsurf Chaos Aftermath Breakdown (15:17) - Dwarkesh Patel Article Breakdown (27:17) - NVIDIA Back in China After Trump Meeting (30:20) - Zak Kukoff, a recurring guest on the show, discusses the U.S. government's recent decision to allow Nvidia to resume exports of its H20 AI chips to China, following previous restrictions that had signi…

1
Windsurf's Wild Weekend, SpaceX Invests $2B into xAI, Zuck's AI Data Supercluster | Jeff Huber, Scott Wu & Jeff Wang, Carl Pei, Garrett McCurrach 2:59:22

29d ago2:59:22

2:59:22

(00:36) - Windsurf's Wild Weekend (04:50) - Cognition to Acquire Windsurf (13:06) - Timeline Reactions to Windsurf Deal Collapse (26:43) - Windsurf Timeline of Events Breakdown (57:40) - Zuck's New AI Data Supercluster (01:10:53) - Space X Invests $2B into xAI (01:19:39) - Casey Neistat Joins ModRetro (01:21:10) - Timeline (01:30:01) - Jeff Huber, …

1
20VC: Vlad Tenev on Robinhood’s $85BN Resurgence | Tokenizing SpaceX & OpenAI | Building Nine Revenue Lines Over $100M | Why Crypto Will Be Robinhood's Biggest Revenue Line | Why Stablecoins Will Replace ... 57:52

1M ago57:52

57:52

Vlad Tenev is the Founder and CEO of Robinhood, the greatest story on Wall St of the last decade. In the previous 18 months, Robinhood has increased its net revenue by 58% to nearly $3B; a $500M loss in 2023 turned into a $1.1B profit in 2024. Robinhood’s stock is up roughly 4x, lifting their market cap to north of $80B. Today, Robinhood has nine l…

1
Weekly Recap: Grok 4 Launch, Texas Floods, Web Browser War, Top Signals, Meta Smart Glasses 2:47:21

1M ago2:47:21

2:47:21

(00:00) - Intro (00:03) - Texas Floods Controversy (03:39) - Augustus Doricko (Rainmaker) (31:04) - Top Signals (01:05:09) - Grok Goes Out of Control (01:14:49) - Grok 4 Launch Breakdown (01:48:06) - Ben Thomson (Stratechery) (02:27:59) - Meta Doubles Down on Smart Glasses (02:35:21) - OpenAI to release Web Browser TBPN.com is made possible by: Ram…

1
Top Signals, How Shaun Maguire & Augustus Navigated Backlash, Comet Review, VW Electric Bus Flops | Farbood Nivi, Sean Frank 2:44:32

1M ago2:44:32

2:44:32

(01:48) - Market Top Signals Timeline Reaction (34:26) - Timeline (37:58) - Perplexity Browser Review (45:19) - Timeline (53:33) - How Shaun Maguire & Augustus Doricko Navigated Backlash (01:08:42) - California Ranch on Sale for $50M (01:29:17) - Volkswagen Electric Bus Flops (01:38:01) - Farbood Nivi, an entrepreneur and health enthusiast, discuss…

1
20Growth: The Death of Growth Teams? | How Hubspot Use AI to Triple Email Conversion | The Future of AI SEO | Why Prompt Engineering is the New Coding | What Every CMO Needs to Know About AI in 2025 1:15:51

1M ago1:15:51

1:15:51

Kieran Flanagan is the CMO at HubSpot, where he’s led the transformation of their growth strategy from SEO-led to multi-channel and AI-powered. Formerly SVP of Marketing, he helped scale HubSpot’s user base to millions and revenue past $2B. Before HubSpot, he drove breakout growth at Marketo and Salesforce. Kieran is one of the most respected voice…

1
Grok 4 Launch Breakdown, OpenAI to Release Web Browser | Chris Paik, Will Bruey, Joel Becker, Dylan Parker, Eric Olson, Ghita Houir Alami, Elliot Hershberg, Karim Atiyeh 3:18:42

1M ago3:18:42

3:18:42

(02:28) - Grok 4 Launch Breakdown (36:09) - Open AI to Release Web Browser (50:31) - Apple Plans to Release New Apple Vision Pro Model (58:48) - Chris Paik, General Partner at Pace Capital and former Partner at Thrive Capital, discusses the evolution of human-computer interaction, emphasizing the potential of technologies like eye tracking and gest…

1
20VC: Daniel Gross and Nat Friedman: Acquired by Meta | OpenAI’s SBC Bombshell: More Stock Comp Than Revenue | Privat Equity is Back: Olo Bought for $2BN | Microsoft Lays Off 9,000 People: Is This Just ... 1:07:29

1M ago1:07:29

1:07:29

Agenda: [00:00] The AI Talent Crisis No One’s Ready For [03:00] Daniel Gross and Nat Friedman: Why Two Legendary VCs Walked Away From $1B to Join Meta [12:00] Meta’s AI Talent Magnet: Will It Actually Work? [15:00] Cursor Is Breaking the Market: Can Anyone Compete? [18:30] OpenAI’s SBC Bombshell: More Stock Comp Than Revenue [22:00] CoreWeave’s Pow…

1
Linda Yaccarino Steps Down as CEO of X, F1's Red Bull Fires Christian Horner | Ben Thompson, Scott Belsky, David Marcus, Nathan Lambert, Richard Socher, Naeem Talukdar 3:15:29

1M ago3:15:29

3:15:29

(02:57) - Linda Yaccarino Steps Down as CEO of X (06:01) - Grok Spreads Antisemitic Rants on X (16:00) - Tariff Deadline Pushed to August (17:54) - F1's Red Bull Fires Christian Horner (26:54) - Cloudflare Locks Down AI Crawlers (30:07) - Timeline (57:51) - David Marcus, co-founder and CEO of Lightspark, has an extensive background in financial ser…

1
Meta Poaches Apple's Top AI Executive, Replit Partners with Microsoft, Unilever Goes Viral with AI | Alex Roy, Ryan Petersen, Jonathon Barkl, Jonathan Ross, Craig Piggott, Jacob Glanville 2:23:57

1M ago2:23:57

2:23:57

(02:49) - Meta Poaches Apple AI Exec (07:26) - Jane Street Update (11:11) - Shaun Maguire Under Fire (13:21) - Replit Teams Up with Microsoft (15:58) - TSA Drops Shoe Rule (18:18) - Unilever Uses AI For Viral Soap Ads (19:27) - Gemini Nano Ships (21:20) - Alex Roy, a renowned automotive journalist and former Cannonball Run record holder, discusses …

1
Dwarkesh Updates AGI Timelines, Rainmaker Accused of Role in Texas Floods, Underground Robot Boxing in SF, Elon's 'America Party' | Dwarkesh Patel, Augustus Doricko, Shishir Mehrotra & Rahul Vohra, Ankur ... 3:04:17

1M ago3:04:17

3:04:17

(01:43) - Dwarkesh Updates AGI Timelines (05:05) - Rainmaker Accused of Role in Texas Floods (08:44) - Underground Robot Boxing in SF (14:14) - TikTok Reportedly Preps US-Only App (17:28) - Elon's 'America Party' (21:26) - Oracle Cuts Cloud Prices for Feds (22:45) - Meta Beats Authors' AI Suit (24:54) - Dwarkesh Patel, host of the Dwarkesh Podcast,…

1
20VC: Scott Galloway on Are Billionaires Happy & The Impact of Money on Psychology and Self-Worth | Becoming a Better Father & Husband | Why We Should Drink More and Not Work From Home | The Tinder Effect ... 1:10:50

1M ago1:10:50

1:10:50

Scott Galloway is a Professor of Marketing at NYU Stern, where he’s taught for over two decades. He’s the founder of several successful companies, including L2 (acquired by Gartner for over $150M), Red Envelope, and Prophet. He’s a New York Times bestselling author of four books on business and tech, and co-hosts the award-winning Pivot podcast. Ga…

1
Weekly Recap: The Soham Parekh Drama, Meta Attacks OpenAI, The AI Talent War, Trump's Mega Bill 3:13:14

1M ago3:13:14

3:13:14

(00:03) - The Soham Parek Drama (05:39) - Soham Parek Interview (27:20) - Flo Crivello (Lindy) (38:13) - Emily Sundberg (Feed Me) (01:09:33) - Senate Passes Trump's Megabill (01:13:46) - Zak Kukoff (Lewis-Bruke Associates) (01:28:23) - Matthew Prince (Cloudflare) (02:00:03) - Meta Poaches OpenAI Engineers (02:39:51) - Will Brown (Prime Intellect) (…

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