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• (00:57) - Matt Grimm. Matt is the Co-Founder and Chief Operating Officer of Anduril Industries, a defense technology company specializing in autonomous systems and AI-powered solutions. Prior to Anduril, he held roles at Palantir Technologies and Mithril Capital Management, focusing on national security and venture investments.
• (10:22) - OpenAI Launches Codex
• (14:42) - Meta Delays Llama 4 Behemoth
• (23:55) - Epic Games Says Apple Blocked Submission
• (30:29) - Kevin Weil. Kevin is the Chief Product Officer at OpenAI, where he oversees the development of consumer and enterprise AI products, including ChatGPT and the OpenAI API. His previous experience includes leadership roles at Twitter, Instagram, and Planet Labs, as well as co-founding the Libra cryptocurrency project at Facebook.
• (01:05:50) - Blake Scholl. Blake is the Founder and CEO of Boom Supersonic, a company aiming to make high-speed air travel mainstream through the development of supersonic passenger jets. Before founding Boom in 2014, he held positions at Amazon and Groupon, and co-founded the mobile technology startup Kima Labs.
• (01:31:58) - Tim Fist. Tim is the Director of Emerging Technology Policy at the Institute for Progress, focusing on AI infrastructure and innovation policy. He also serves as an Adjunct Senior Fellow at the Center for a New American Security, with a background in machine learning and AI hardware development.
• (02:03:33) - Chris Best. Chris is the Co-Founder and CEO of Substack, a platform that enables writers to publish and monetize newsletters through paid subscriptions. Prior to Substack, he co-founded and served as CTO of the messaging app Kik.
• (02:29:52) - Sean Henry. Sean is the Co-Founder and CEO of Stord, a company providing cloud-based supply chain solutions for businesses. Under his leadership, Stord has raised significant funding to expand its logistics and fulfillment services.
• (02:46:10) - TBPN Reacts to the Timeline

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• (02:26) - Warren Buffett Exclusive in WSJ
• (07:22) - Airbnb 2.0
• (32:30) - U.S. Scraps 'AI Diffusion' Rule
• (40:25) - Apple to Support Brain-Implant Control
• (47:11) - Delian Asparouhov. Delian is a partner at Founders Fund and the co-founder of Varda Space Industries, which is building the world’s first space factories. He previously led growth at Teespring and founded Nightingale, a healthcare startup.
• (01:02:12) - Alex Blania. Alex is the CEO and co-founder of Tools for Humanity, the company behind Worldcoin. He co-founded the project with Sam Altman to create a global digital identity and financial network.
• (01:31:13) - Josh Wolfe. Josh is the co-founder and managing partner at Lux Capital, where he invests in frontier technologies across science and defense. He has backed companies like Anduril, Planet, and Kymeta, and serves on multiple company boards.
• (02:03:44) - Jason Fried. Jason is the co-founder and CEO of 37signals, the company behind Basecamp and HEY. He’s also the co-author of best-selling business books like Rework and Remote.
• (02:36:35) - Eugenia Kuyda. Eugenia is the co-founder and CEO of Replika, an AI chatbot designed to offer emotional companionship and support. She launched Replika to help people process grief and connect through AI-driven conversation.

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• (03:10) - Is Open-Source AI Dead?
• (04:35) - OpenAI Restructuring
• (18:50) - Investors Comment on Open-Source AI
• (31:33) - Chris Pedregal. Chris is the founder and CEO of Granola, an AI-powered notepad designed to enhance productivity during back-to-back meetings. Previously, he co-founded Socratic, an educational app acquired by Google.
• (45:17) - Joshua Browder. Joshua is the founder and CEO of DoNotPay, the world's first AI-powered legal service platform aimed at automating consumer rights processes. He also leads Browder Capital, focusing on investments in innovative legal tech startups.
• (01:01:32) - Bryan Johnson. Bryan is the founder of Don't Die, a longevity company pioneering protocols and tools to slow aging and extend healthspan. Through extreme self-tracking and data-driven experimentation, he aims to build a roadmap for reversing biological age.
• (01:21:28) - Matteo Franceschetti. Matteo is the co-founder and CEO of Eight Sleep, a company that integrates technology into sleep products to optimize health and performance. His work emphasizes the importance of sleep fitness in overall well-being.
• (01:40:20) - Erik Torenberg. Erik is a general partner at Andreessen Horowitz, where he brings a decade of experience at the intersection of investing, product, and media. He previously founded Turpentine, a media company focused on tech and culture.
• (01:53:52) - Jen Kha. Jen is the Operating Partner and Head of Investor Relations and Fundraising at Andreessen Horowitz (a16z), where she leads the firm’s capital-raising strategy and manages relationships with limited partners. Over her career, she has facilitated the raising of over $40 billion in capital, drawing on her experience from roles at Technology Crossover Ventures, HSN, Inc., and BMO Capital Markets.
• (02:04:54) - Anjney Midha. Anjney is a general partner at Andreessen Horowitz, investing in AI, infrastructure, and open-source technologies. He serves on the boards of several AI startups, including Mistral and Black Forest Labs.
• (02:21:53) - Martin Casado. Martin is a general partner at Andreessen Horowitz, leading the firm's infrastructure practice. He was a pioneer in software-defined networking and co-founded Nicira Networks.
• (02:31:45) - David George. David is a General Partner at Andreessen Horowitz (a16z), where he leads the firm's Growth investing team. Since joining in 2019, he has spearheaded investments in companies like Roblox, Coinbase, and Databricks, drawing on his prior experience at General Atlantic with firms such as Airbnb and Slack.
• (02:47:27) - David Ulevitch. David is a general partner at Andreessen Horowitz, focusing on American Dynamism, investing in companies that advance national interests. He previously founded OpenDNS, a security company acquired by Cisco.
• (03:00:09) - Anish Acharya. Anish is a General Partner at Andreessen Horowitz (a16z), where he leads investments in consumer AI applications and innovative digital experiences. With a background as a founder of two acquired startups, he focuses on products that blend cutting-edge technology with exceptional design.
• (03:11:40) - Marc Andreessen. Marc is a co-founder and general partner at Andreessen Horowitz (a16z), a leading venture capital firm. He is also known for co-authoring Mosaic, the first widely used web browser, and co-founding Netscape.

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• (02:39) - Tech Takes Over Saudi Arabia
• (22:35) - Tesla's Robotaxi Timelines
• (40:38) - Big Tech's AI Midlife Crisis
• (45:23) - Dylan Abruscato. Dylan is the creator of Crypto: The Game, an on-chain survival game that blends gameplay with crypto-native mechanics. He’s known for pushing the boundaries of interactive web3 experiences.
• (59:34) - Jared Madfes. Jared is an investor and writer who has become an online correspondent on Saudi Arabia’s growing influence in tech and finance. His commentary blends humor, geopolitics, and startup insight.
• (01:14:04) - Sam D'Amico. Sam is the founder and CEO of Impulse Labs, a company developing battery-integrated induction stoves that combine high performance with grid energy storage. With a background in hardware engineering at companies like Google and Oculus, Sam is leveraging his expertise to revolutionize home appliances and drive electrification.
• (01:32:33) - Vincent Weisser. Vincent is the co-founder of Prime Intellect, a decentralized AI platform that aggregates global compute to collaboratively train and co-own advanced models. He helped lead the development of INTELLECT-2, a 32-billion-parameter reasoning model trained through globally distributed reinforcement learning.
• (01:47:30) - Maneet Khaira. Maneet is the founder and CEO of Backbone, a company specializing in mobile gaming hardware and software. Backbone is best known for its Backbone One controller, which transforms smartphones into portable gaming consoles, and its companion app that integrates with services like Xbox Cloud Gaming and PlayStation Remote Play.
• (01:59:48) - Aaron Ginn. Aaron is the co-founder and CEO of Hydra Host, a platform providing decentralized, bare-metal GPU infrastructure for AI and high-performance computing workloads.
• (02:36:06) - Dan Gray. Dan is the Head of Insights at Equidam, a platform specializing in startup valuation. He is also a frequent contributor to Crunchbase News, where he shares his expertise on startup valuation and fundraising trends.

Crémieux is a writer who explores genetics, econometrics, and demographics. His work blends data-driven analysis with cultural insight, earning him a loyal following in intellectually curious circles.
Tess Cameron is an emerging voice in venture capital and technology commentary. She is known for her work analyzing trends in consumer tech and startups.

Eoghan McCabe is the co-founder and Chairman of Intercom, a customer messaging platform. He previously served as CEO and is a vocal advocate for design-led product development.

Pippa Lamb is a partner at Sweet Capital, the investment firm founded by the creators of Candy Crush. She focuses on early-stage investments in consumer and wellness brands.

Jack Dreifuss is a venture investor and entrepreneur involved in tech and finance circles. He is known for working at the intersection of emerging technologies and startup incubation.

David Tisch is the Managing Partner at BoxGroup, an early-stage venture capital firm. He’s invested in companies like Warby Parker, Airtable, and Harry’s.

TJ Parker is the co-founder of PillPack, an online pharmacy acquired by Amazon for nearly $1 billion. He is a trained pharmacist who helped modernize prescription delivery.

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• (05:48) - Surprise U.S.-China Trade Deal
• (22:17) - Trump EO on Drug Prices
• (35:39) - New Air Force One in 2025?
• (43:04) - Perplexity Valuation Surge
• (46:03) - Crémieux
• (01:04:09) - Tess Cameron
• (01:31:58) - Jack Dreifuss
• (01:45:04) - Pippa Lamb
• (02:02:54) - Eoghan McCabe
• (02:32:04) - David Tisch
• (03:05:34) - TJ Parker

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• (01:26) - Market Recap
• (13:32) - Mother's Day Gift Guide
• (38:27) - The Stanford Review
• (54:02) - Morgan Housel
• (01:22:55) - Sonya Huang
• (01:53:28) - Will Quist
• (02:21:52) - Aidan Dewar
• (02:37:34) - Mehul Nariyawala
• (02:55:32) - George Maloney

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• (14:34) - Daniel P. Driscoll, Secretary of the Army
• (35:36) - General Randy A. George, Chief of Staff of the Army
• (46:49) - Adam Porter-Price
• (59:44) - Delian Asparouhov
• (01:32:30) - Harley Finkelstein
• (02:01:23) - Jack Altman
• (02:29:42) - David Haber
• (03:01:48) - Alex at Hallow
• (03:16:29) - Gary Vaynerchuk
• (03:40:21) - Will Ahmed

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• (11:16) - John LePore
• (31:16) - Elliot Jay Stocks
• (42:24) - Andrew Reed
• (01:11:49) - Marty Ringlein
• (01:27:05) - Jeremy Hindle
• (02:03:39) - Nairi Tashjian Hourdajian