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  • 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
    (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 and reliability in building AI-native products. He also highlights the significance of user-focused problem-solving and community engagement in differentiating Julius AI from competitors. (04:45) - GPT-5 Review (30:02) - Timeline (01:24:00) - Doug O’Laughlin is the President of SemiAnalysis, an independent research firm focused on semiconductors and AI. He previously founded the Fabricated Knowledge newsletter and earlier worked at Bowie Capital. His analysis centers on semiconductor strategy, market intelligence, and competitive dynamics across the AI supply chain. (02:30:08) - Mitchell Green, Founder and Managing Partner of Lead Edge Capital, a growth equity firm with over $5 billion in assets under management, discusses the current state of the venture capital industry, highlighting the overestimation of short-term technological change and the potential for many AI application companies to fail due to unsustainable unit economics. He emphasizes the importance of investing in profitable, often overlooked software companies in non-traditional tech hubs, leveraging AI to enhance productivity and efficiency. Green also expresses skepticism about the ability of smaller AI firms to compete with tech giants like Google and Microsoft, given their substantial resources and infrastructure advantages. (02:48:43) - Ben Schleuniger, co-founder and CEO of Orbital Operations, discusses the company's recent $8.8 million seed funding led by Initialized Capital, with participation from Harpoon Ventures, DTX Ventures, Rebel Fund, and others. Orbital Operations is developing high-thrust, reusable space vehicles designed to protect critical satellites from adversarial threats by intercepting and neutralizing hostile satellites without creating space debris. Schleuniger emphasizes the importance of non-kinetic defense methods, such as high-powered microwaves or jamming, to avoid generating shrapnel in orbit. (02:56:32) - Merrill Lutsky, co-founder of Graphite, a code-review platform for fast-moving teams, discusses the recent release of GPT-5, noting its improved deep thinking capabilities, efficiency in one-shot applications, and reduced inference costs. However, he observes that the advancements are incremental rather than a significant leap, with some latency issues still present. Lutsky also highlights the evolving landscape of code generation tools, emphasizing the shift towards prompt-first modalities and the potential for remote, prompt-first agents to enhance developer workflows. (03:09:44) - Timeline TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioProfound - https://tryprofound.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive
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  • OpenAI Day: GPT-5 Unveiled | Mark Chen, Greg Brockman, Sarah Friar, Max Schwarzer, Brad Lightcap & More
    (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 for users to choose between different model versions. Chen also touches on the importance of personalization and memory in AI, aiming to make interactions more intuitive and tailored to individual users. (57:52) - Greg Brockman, co-founder and president of OpenAI, discusses the evolution of the GPT series, highlighting the progression from GPT-1's foundational capabilities to GPT-5's transformative impact on software engineering. He reflects on the challenges and breakthroughs in developing these models, emphasizing the importance of scaling and infrastructure in achieving advanced AI functionalities. Brockman also touches on the broader implications of AI, including its role in enhancing human productivity and the necessity for responsible development to maximize societal benefits. (01:31:55) - Sarah Friar, OpenAI's Chief Financial Officer since June 2024, previously served as CEO of Nextdoor and CFO at Square. She discusses the rapid growth of ChatGPT, now with 700 million weekly active users, the expansion of enterprise adoption to 5 million paying business users, and the importance of substantial investments in compute infrastructure to support future AI developments. (01:52:13) - Dedy Kredo, Co-Founder and Chief Product Officer of Qodo (formerly CodiumAI), discusses the integration of GPT-5 into their platform to enhance code review processes. He highlights the model's improved capabilities in generating high-quality code reviews, identifying bugs before production, and ensuring enterprise code aligns with best practices. Kredo emphasizes the importance of AI agents in automating code review tasks while maintaining human oversight to verify code quality and adherence to standards. (01:59:11) - Zach Lloyd, founder and CEO of Warp, discusses the significant advancements in AI models, emphasizing their enhanced capabilities and cost-effectiveness, which are particularly beneficial for individual developers and small teams. He highlights the importance of competition among model providers to drive down prices and improve quality, expressing hope for a future where multiple competitive models coexist, similar to cloud service providers. Additionally, Lloyd addresses the challenges of model deprecation, noting that for application-level stacks like Warp, transitioning to the latest models is straightforward and advantageous. (02:11:15) - Riley Tomasek is a serial entrepreneur and the Founder & CEO of Charlie Labs, home of an AI-driven "autonomous TypeScript engineer" designed to accelerate code reviews and merge processes. Previously, he co-founded Flight (acquired by Figma) and launched Dexa, an AI platform that transforms podcast discovery. Riley holds a B.Sc. in Mathematics & Computer Science from the University of British Columbia and has a track record of building developer-friendly tools and interfaces. (02:18:31) - Guillermo Rauch, founder and CEO of Vercel, discusses the transformative impact of AI on software development, emphasizing the shift towards "vibe coding," where natural language prompts generate code and user interfaces, making software creation more accessible. He highlights the role of AI agents in automating tasks, enabling developers to focus on higher-level management and creative processes. Rauch also explores the future of developer tools, noting the importance of integrating AI capabilities to enhance productivity and streamline workflows. (02:34:28) - Eno Reyes, co-founder and CTO of Factory, discusses how their platform integrates AI agents into every stage of the software development lifecycle, including coding, code review, maintenance, incident response, and documentation. He highlights the platform's focus on large enterprises with over 1,000 engineers, addressing challenges like migrating numerous codebases to new frameworks and modernizing legacy systems. Reyes emphasizes that while AI tools can accelerate individual developers, significant productivity gains require workflow changes that incorporate agents throughout the development process. (02:40:20) - Guy Gur-Ari, co-founder and Chief Scientist at Augment Code, discusses the company's AI coding assistant designed for large teams with extensive codebases, emphasizing its capabilities in question answering, development, refactoring, and migrations. He highlights the thoughtful nature of GPT-5, noting its propensity for tool calls and clarifying questions before code modifications, making it particularly effective for complex tasks. Gur-Ari also mentions Augment's focus on developing proprietary integrations and tools, aiming to enhance the agent's performance without relying solely on external model vendors. (02:48:20) - Harjot Gill, CEO of CodeRabbit, discusses the significant improvements observed with GPT-5 in their AI-driven code review platform, noting a near doubling in performance compared to previous models. He emphasizes that these enhancements will be available to customers at no additional cost, reflecting the rapid evolution of AI capabilities. Gill also highlights the company's focus on monitoring real-world performance metrics, such as user conversion rates and potential issues like hallucinations, to ensure the model's effectiveness and reliability. (02:52:34) - Timeline (02:57:01) - Max Schwarzer, a leading researcher at OpenAI, discusses the recent launch of GPT-5, highlighting its significant advancements in coding capabilities and its potential to revolutionize user interactions by enabling the creation of personalized applications without prior coding knowledge. He emphasizes the importance of refining the post-training process to enhance the model's accuracy and reliability, particularly in reducing hallucinations and improving user engagement. Schwarzer also touches on the future trajectory of AI development, expressing optimism about the integration of reinforcement learning to extend AI's applicability beyond textual domains into real-world interactions. (03:13:26) - Scott Wu, co-founder and CEO of Cognition, discusses the significant advancements in AI coding models, noting that OpenAI has caught up to Anthropic, leading to a competitive landscape. He emphasizes the importance of integrating AI agents like Devin into software engineering workflows to enhance capabilities and efficiency. Wu also highlights the evolving role of engineers, suggesting a shift from "bricklayers" to "architects" as AI tools handle more complex tasks. (03:23:21) - Claire Vo, founder of ChatPRD and former Chief Product Officer at LaunchDarkly, discusses the developer-centric design of GPT-5, noting its enhanced coding capabilities but expressing concerns about its verbosity and tendency to produce lengthy outputs. She emphasizes the importance of validating new models with users, especially in business contexts where concise communication is crucial. Vo also highlights the need for AI models tailored to specific roles, such as strategists, to better serve diverse professional needs. (03:33:34) - Brad Lightcap, OpenAI's Chief Operating Officer, discusses his multifaceted role, which includes responsibilities ranging from project management to sales, and emphasizes the significant improvements observed with the launch of GPT-5. He highlights the diverse applications of OpenAI's models across various industries, such as pharmaceuticals, customer support, and everyday productivity tools, underscoring the transformative impact of AI on organizational efficiency...
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  • 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, Nicolas Kopp
    (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 web browser, and co-founder of Netscape Communications. Andreessen later co-founded the influential venture capital firm Andreessen Horowitz (a16z), which has backed companies like Facebook, Airbnb, Coinbase, and OpenAI. A prominent voice in Silicon Valley, he's known for his essays on technology, including the viral "Software is Eating the World." (02:02:28) - Harley Finkelstein, an entrepreneur and lawyer, is the President of Shopify, a leading global commerce company. In the conversation, he discusses Shopify's strong Q2 performance, highlighting an 87 billion GMV and 2.7 billion in revenue, and emphasizes the benefits of going public, noting that it has enhanced the company's transparency and operational discipline. He also touches on the integration of AI in commerce, introducing tools like catalog search APIs and universal cart features to enhance shopping experiences. (02:33:55) - Anton Osika, co-founder and CEO of Lovable, discusses the platform's rapid growth, achieving $10 million in annual recurring revenue within two months with a 15-person team. He highlights Lovable's mission to empower users to transform ideas into production-ready applications swiftly, emphasizing its appeal to both entrepreneurs and larger companies. Osika also touches on the future of web development, suggesting that websites will become more personalized and optimized through advanced algorithms, while acknowledging a countertrend towards minimalistic design. (02:42:50) - Thomas Dohmke, CEO of GitHub, has been leading the company since 2021, following his tenure as Chief Product Officer. In the conversation, he discusses GitHub's significant growth, including surpassing 150 million developers and over a billion repositories, the widespread adoption of GitHub Copilot, and the company's commitment to offering developers a choice of AI models to enhance their coding experience. (02:52:14) - Alex Jacobson, co-founder and managing partner of 137 Ventures, discusses the advantages of private companies offering structured liquidity to employees, highlighting SpaceX's model of regular tenders at controlled prices to provide predictable equity value growth. He contrasts this with public markets, where stock prices are more volatile and less predictable, emphasizing that private companies can offer employees greater certainty regarding their equity's future worth. Jacobson also expresses skepticism about initiatives aiming to provide retail investors access to private company shares, noting that such efforts may undermine the benefits of being private, such as controlling shareholder composition and pricing. (03:10:55) - Nicolas Kopp is the founder and CEO of Rillet, an accounting platform for software businesses, and previously served as the U.S. CEO of N26. In the transcript, he announces Rillet's $70 million Series B funding co-led by Andreessen Horowitz and Iconic, discusses the company's growth and customer base, and highlights Rillet's AI-driven integrations and reporting capabilities that distinguish it from legacy ERP systems. He also emphasizes the importance of human oversight in AI processes and outlines plans to enhance product features and customer success initiatives to meet increasing demand. (03:19:41) - Timeline TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioProfound - https://tryprofound.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive
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  • 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
    (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) - Timeline (01:36:26) - WSJ: Flying Private is #1 Sign of Wealth (01:43:40) - Timeline (01:46:47) - Alex Albert, Head of Developer Relations at Anthropic, discusses the recent release of Claude Opus 4.1, highlighting its advancements in agentic reasoning and coding tasks. He emphasizes the model's improved capabilities in handling complex, long-horizon tasks, particularly in coding, and notes that the update is designed as a seamless drop-in replacement for Opus 4, maintaining the same pricing structure. Albert also touches on the importance of the model's natural, engaging personality, which enhances user experience across both consumer and enterprise applications. (01:59:11) - Scott Kupor, formerly a managing partner at venture capital firm Andreessen Horowitz, is now the Director of the U.S. Office of Personnel Management (OPM). In his conversation, he discusses OPM's role as the federal government's HR department, emphasizing the need to attract top talent, implement performance management standards, and leverage technology to enhance operations. Kupor outlines his priorities, including fostering a high-performance culture, improving operational efficiency, and preparing the government workforce for an AI-driven future. (02:24:54) - Kyle Harrison, a partner at Contrary Research, discusses the critical dependence of the U.S. on Taiwan for advanced semiconductors, highlighting that over 90% of these essential components are produced there, posing significant geopolitical risks. He explores potential solutions, including building domestic manufacturing capabilities, partnering with existing companies like TSMC and Samsung, or acquiring such technologies, emphasizing the urgency due to potential conflicts over Taiwan. Harrison underscores the necessity of a visionary leader to drive this transformation, noting that current U.S. chip manufacturing lacks such leadership, and suggests that Intel's foundry business could play a pivotal role if properly supported and restructured. (02:37:32) - Brielle Terry, Vice President and General Manager of Rocket Motor Systems at Anduril Industries, discusses the recent opening of a full-rate solid rocket motor production facility in McHenry, Mississippi, which aims to produce 6,000 tactical motors annually by the end of 2026. She highlights the facility's advanced automation and robotics, enabling flexible manufacturing of motors ranging from 2 to 32 inches in diameter, and emphasizes the potential to replicate this modular facility both domestically and internationally to meet growing defense demands. (02:44:13) - Sean Henry is the co-founder and CEO of Stord, a company that integrates warehousing, freight, and fulfillment into a unified cloud supply chain platform. In the conversation, he discusses the recent elimination of the de minimis exemption, which previously allowed imports under $800 to enter the U.S. without tariffs, and how this change is prompting brands to rapidly shift inventory into the U.S. to avoid increased costs. He also highlights the challenges brands face in adapting to these changes, emphasizing the need for efficient logistics solutions to maintain competitive delivery speeds and costs. (02:53:34) - Andi Duro discusses his creation of an anonymous social network where users' net worth serves as their username, aiming to facilitate open financial conversations that are often difficult to have in person. He notes that the platform has been well-received, tapping into a latent anxiety about financial discussions, and emphasizes its unique moderation strategy of banning users' bank accounts to maintain a respectful community. Duro also shares plans for monetization through referrals to financial products and highlights the platform's organic growth, with $3 million raised from investors like Dragonfly and Starting Line. (03:02:45) - Gabe Pereyra, co-founder and president of Harvey AI, discusses the company's rapid growth to 350 employees and 500 customers, achieving $100 million in revenue. He highlights the transformative impact of AI on legal workflows, noting that while some firms are cautiously testing the technology, others have co-developed software products with Harvey AI, leading to revenue-sharing models. Pereyra also addresses the evolving business models in the legal industry, suggesting that as AI enhances efficiency, firms may need to reconsider traditional billing structures and explore new approaches to pricing legal services. (03:15:33) - Kareem Amin, co-founder and CEO of Clay, announced the company's recent $100 million Series C funding led by Alphabet's CapitalG, valuing Clay at $3.1 billion. He discussed Clay's mission to empower non-technical go-to-market teams by providing them with tools to program revenue growth, emphasizing the importance of identifying and reaching out to the right customers at the right time. Amin highlighted how Clay leverages AI and data integration to automate tasks like analyzing Google Maps data to identify potential clients, aiming to reduce spam and enhance productivity in sales outreach. TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive
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  • Microsoft Cloud Outpaces AI, Disney’s AI Dilemma | Samir Chaudry, Dan Wright, Flo Crivello, David Tuttle, Will Ahmed, Aneesh Dhawan
    (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 work with critical industries like energy, mining, and defense, emphasizing the deployment of mobile, full-stack AI data centers that can rapidly utilize stranded energy sources, such as natural gas, to meet the growing energy demands of AI. Wright also mentions partnerships with major entities like Microsoft and the U.S. Navy, underscoring Armada's role in providing distributed compute solutions in remote locations. (02:05:58) - Samir Chaudry is an American content creator and entrepreneur, best known for co-hosting "The Colin and Samir Show," a YouTube channel and podcast that explores the creator economy through interviews and industry analysis. In the conversation, he discusses the challenges and opportunities presented by AI in content creation, emphasizing the importance of human connection and community in the evolving digital landscape. He also shares personal experiences, including the loss of his home in a fire and the birth of his child, highlighting resilience and adaptability in both personal and professional spheres. (02:33:14) - Flo Crivello, founder and CEO of Lindy, discusses the recent launch of Lindy 3.0, emphasizing its enhanced capabilities in creating powerful AI agents with ease. He highlights the introduction of templates for various functions like sales, customer support, and engineering, allowing users to set up agents in under two minutes. Additionally, Crivello introduces the 'autopilot' feature, enabling agents to operate their own computers and handle tasks requiring login credentials, such as managing support inboxes or cross-posting content between platforms. (02:43:49) - David Tuttle, co-founder and CEO of Rune Technologies, discusses the company's recent $24 million Series A funding led by Human Capital, with participation from existing investors like Andreessen Horowitz and Point72 Ventures. He highlights the deployment of their AI-driven logistics software, TyrOS, in military exercises, emphasizing its role in modernizing military logistics by replacing outdated manual processes with intelligent, autonomous systems. Tuttle also underscores the importance of integrating advanced technology into military logistics to enhance operational efficiency and readiness. (02:49:59) - Will Ahmed, founder and CEO of WHOOP, a Boston-based wearable technology company, discusses the recent launch of WHOOP 5.0 and WHOOP MG, introducing new hardware, membership tiers, and features like the Healthspan tool, developed in collaboration with the Buck Institute, to provide users with insights into their biological age. He highlights the company's efforts to navigate FDA regulations, particularly concerning the blood pressure monitoring feature, emphasizing WHOOP's commitment to delivering wellness-focused innovations while addressing regulatory challenges. Additionally, Ahmed announces the upcoming Advanced Labs feature, enabling users to integrate and analyze blood test data within the WHOOP platform, further enhancing personalized health monitoring. (03:02:28) - Aneesh Dhawan, co-founder and CEO of Knit, discusses the company's recent $16.1 million Series A funding and its mission to revolutionize enterprise consumer research through AI-driven solutions. Knit's platform enables businesses to obtain actionable insights in days rather than weeks, significantly reducing costs and time. By integrating AI with human expertise, Knit ensures high-quality, context-rich research outputs, positioning itself as a leader in the evolving market research industry. (03:09:26) - Timeline TBPN.com is made possible by: Ramp - https://ramp.comFigma - https://figma.comVanta - https://vanta.comLinear - https://linear.appEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.com Numeral - https://www.numeralhq.comPolymarket - https://polymarket.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive
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Technology's daily show (formerly the Technology Brothers Podcast). Streaming live on X and YouTube from 11 - 2 PM PST Monday - Friday. Available on X, Apple, Spotify, and YouTube.
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