TBPN

• Apple Tax is Dead, OpenAI Ends Vesting Cliff, Anthropic’s Massive TPU Order | Diet TBPN

  Diet TBPN delivers the best of today’s TBPN episode in under 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after. Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella.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.comJulius AI - https://julius.aiturbopuffer - https://turbopuffer.comfal - https://fal.aiPrivy - https://www.privy.ioCognition - https://cognition.aiGemini - https://gemini.google.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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• 🟡 Evan Spiegel LIVE in the Ultradome | Colin & Samir, RJ Scaringe, Scott Kupor

  (04:53) - 𝕏 Timeline Reactions (56:21) - Evan Spiegel is the co-founder and CEO of Snap Inc., best known for creating Snapchat, the camera-driven social platform he helped launch while still a Stanford student, and has since become one of the youngest self-made billionaires in tech while steering Snap’s evolution into an augmented-reality–focused company. (01:43:03) - 𝕏 Timeline Reactions (01:49:47) - RJ Scaringe, founder and CEO of Rivian Automotive, discusses the company's strategic focus on expanding its product lineup with the upcoming R2 SUV, aiming to offer a more affordable electric vehicle option starting at around $45,000. He highlights the importance of vertical integration, including the development of in-house technologies like the Rivian Autonomy Processor, to enhance vehicle capabilities and maintain a competitive edge. Scaringe also emphasizes the significance of creating distinctive vehicle designs, such as the unique headlight configuration, to establish brand identity and appeal to a broader market. (02:29:26) - Scott Kupor, Director of the U.S. Office of Personnel Management, discusses the launch of the U.S. Tech Force, a two-year program aiming to recruit 1,000 engineers, product managers, data scientists, and AI specialists into various federal agencies to modernize government infrastructure. This initiative addresses the need for modern technical expertise and aims to attract early-career professionals, who currently constitute only about 7% of the federal workforce, compared to 25-30% in the private sector. In collaboration with 25 tech companies, the program offers participants career development opportunities and a job fair at the end of the term, facilitating transitions to private sector roles if desired. (02:41:00) - Colin Rosenblum and Samir Chaudry are the creators behind Colin & Samir, a media duo known for their in-depth interviews and analysis about the creator economy; through their YouTube channel, podcast, and newsletter, they break down how creators build businesses, spotlight emerging platforms, and offer industry-shaping commentary that has made them leading voices in creator-focused media. 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.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioProfound - https://tryprofound.comJulius AI - https://julius.aiturbopuffer - https://turbopuffer.comPolymarket - https://polymarket.com/fal - https://fal.aiPrivy - https://www.privy.ioCognition - https://cognition.aiGemini - https://gemini.google.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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• GPT-5.2 Reactions, Jacob Elordi vs AI, Disney x OpenAI Deal Breakdown | Diet TBPN

  Our favorite moments from today's show, in under 30 minutes. 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.comJulius AI - https://julius.aiturbopuffer - https://turbopuffer.comfal - https://fal.aiPrivy - https://privy.ioCognition - https://cognition.aiGemini - https://gemini.google.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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• Disney’s $1B OpenAI Bet, GPT 5.2 Reactions, Saagar Enjeti Weighs In | Matt Levine, Mike Swan, Mike Gallagher

  (02:12) - Disney’s $1B OpenAI Bet (26:57) - GPT 5.2 Reactions (40:53) - 𝕏 Timeline Reactions (58:46) - Mike Swan, owner and managing broker of Swan Land Company, specializes in ranch, farm, and recreational land sales across the Rocky Mountain West. In the conversation, he discusses the enduring appeal of land investments in the western United States, noting a slowdown in 2025 due to strong financial markets but anticipating renewed interest in early 2026. He highlights the premium value of properties with quality water features, the influx of tech industry professionals into Montana seeking safety and lifestyle benefits, and the challenges of generating significant returns from agricultural operations alone, emphasizing the importance of long-term appreciation and conservation-minded ownership. (01:24:40) - Matt Levine is a Bloomberg Opinion columnist and author of the daily newsletter "Money Stuff." In the conversation, he discusses his transition from working at Goldman Sachs to becoming a journalist, the evolution and challenges of prediction markets, and the potential implications of insider trading within these markets. He also touches on topics such as the possible SpaceX IPO, the OpenAI-Disney deal, and the growth of private credit in the tech industry. (01:57:58) - Mike Gallagher, Head of Defense at Palantir Technologies and former U.S. Congressman, discusses the critical need for the U.S. to expand its naval fleet to deter potential threats, particularly from China, emphasizing the importance of increasing ship production to meet geopolitical challenges. He highlights the Navy's partnership with Palantir to implement the Shipbuilding Operating System (ShipOS), a $448 million initiative aimed at modernizing shipbuilding through artificial intelligence and autonomy technologies, thereby streamlining production and enhancing efficiency. Gallagher also addresses the role of autonomous vessels and the significance of international collaborations in strengthening maritime security. (02:17:28) - Saagar Enjeti is a political commentator, journalist, and podcaster best known as the co-host of Breaking Points alongside Krystal Ball. Previously the host of Rising at The Hill, he built a large following for his populist-leaning, anti-establishment analysis across foreign policy, economics, and U.S. politics. He is a graduate of George Washington University and the University of Texas’ LBJ School, and he has written on national security and international affairs for several outlets. Enjeti is widely recognized for his clear, independent commentary that resists traditional left–right alignment. (03:02:30) - 𝕏 Timeline Reactions 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.comAttio - https://attio.com/tbpnFin - https://fin.ai/tbpnGraphite - https://graphite.devRestream - https://restream.ioProfound - https://tryprofound.comJulius AI - https://julius.aiturbopuffer - https://turbopuffer.comPolymarket - https://polymarket.com/fal - https://fal.aiPrivy - https://www.privy.ioCognition - https://cognition.aiGemini - https://gemini.google.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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• Disney Partners with OpenAI, Breaking Down SpaceX’s IPO Plans, Oracle Slips | Diet TBPN

  Our favorite moments from today's show, in under 30 minutes. 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.comJulius AI - https://julius.aiturbopuffer - https://turbopuffer.comfal - https://fal.aiPrivy - https://privy.ioCognition - https://cognition.aiGemini - https://gemini.google.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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