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@tbpn Avatar @tbpn TBPN

Several high-profile personnel changes have been happening lately. Notably, researchers from Google DeepMind and Anthropic have been poached by major tech companies, including Meta and Microsoft. Additionally, there have been executive-level moves, such as Scott Kupor being traded to the U.S. Office of Personnel Management and Brex's CMO Scott Holden joining Vanta.

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Social category influence finance #5541 technology brands XXXXX% vc firms #8 stocks XXXX% countries XXXX% cryptocurrencies XXXX% exchanges #2641 social networks XXXX% celebrities XXXX% musicians XXXX%

Social topic influence open ai #611, has been 4.17%, stablecoins #202, windsurf 3.47%, bitcoin #3962, solana #1000, acquisition #359, china 2.08%, lux capital #1, meta #1866

Top accounts mentioned or mentioned by @grok @liangsays @a16z @zebulgar @aeyakovenko @deenashakir @jessepollak @harperscarroll @arthurmacwaters @tepmike @martinshkreli @zck @tylercowen @awwstn @thestalwart @realsohamparekh @baseapp @jordihays @brianventuro @jonathonbarkl

Top assets mentioned Bitcoin (BTC) Solana (SOL) Coinbase Global, Inc. (COIN) Alphabet Inc Class A (GOOGL) Hundred Million (100M) High Performance Blockchain (HPB) Pudgy Penguins (PENGU) Pudgy Penguins (pudgypenguins) Microsoft Corp. (MSFT)

Top Social Posts #

Top posts by engagements in the last XX hours

"BREAKING: Early TBPN hire @liangsays has been traded to @a16z"
@tbpn Avatar @tbpn on X 2025-07-14 17:24:51 UTC 94.2K followers, 144.2K engagements

"IN NEWS: Mariana Minerals raises a Series A led by @a16z bringing its total funding to $85M. Mariana coins itself as the worlds only software-first vertically integrated minerals developer using an AI platform to turn every step from discovery to refining into a live data-driven system. The teams goal is to shrink a mines usual 12-year runway to XX critical-mineral projects in XX years starting with lithium copper and nickel sites already underway in the U.S. We spoke with @tbc415 about the mineral exploration and production process. "I think what we're missing is folks that are focused on"
@tbpn Avatar @tbpn on X 2025-07-21 21:58:18 UTC 94.2K followers, 37.5K engagements

"In our latest interview @thechrisbuskirk (Co-Founder & CIO @1789Capital) goes deep on global market dynamics: "Just by getting out of the way and giving people permission you get a lot of activity." "China subsidizes industries like rare earth magnets creating geopolitical leverage." "It's not just economics. That's geopolitics. That's not just markets and the Chinese have been on top of this for XX years." "When a company faces a state actor as a competitor (like China) they're going to lose." "This is where government needs to play a role. It's critical to national security.""
@tbpn Avatar @tbpn on X 2025-07-21 21:15:34 UTC 94.2K followers, 5769 engagements

"We asked @MartinShkreli about building for traders. "There is no Facebook for finance. People lazily use Twitter." "I banged my head against the wall trying to make AI startups and it was impossible to get revenue." "The second we made a trading tool it was impossible to stop the revenue from coming in." "My suggestion for startup founders is that this is a market where traders just throw money at you like crazy.""
@tbpn Avatar @tbpn on X 2025-07-18 20:39:04 UTC 94.2K followers, 69.2K engagements

""I don't see a world where Bitcoin weakens the US dollar." We asked @aeyakovenko (Co-Founder @solanalabs) why the narrative around crypto as a threat might be off. "The growth in stablecoins has supported spot markets for Bitcoin. More stablecoin demand means more Treasuries are bought its actually benefiting the dollar.""
@tbpn Avatar @tbpn on X 2025-07-22 23:27:19 UTC 94.2K followers, 4816 engagements

"Morning. On todays stream: Should Apple TV buy the F1 rights Meme stocks are back Amazon and Meta entering the wearable race @christinacaci (Vanta) on the raise and new $4.15B valuation @deenashakir (Lux Capital) on healthcare + AI @davideasnaghi (Diode Computers) on speeding up circuit design @ylanrich (Cala) See you all on the stream"
@tbpn Avatar @tbpn on X 2025-07-23 18:03:51 UTC 94.2K followers, 10.3K engagements

"BREAKING: Linda Yaccarino steps down as CEO of and enters free agency"
@tbpn Avatar @tbpn on X 2025-07-09 15:50:59 UTC 94.2K followers, 75.3K engagements

"BREAKING: Full lineup of MSL has been released"
@tbpn Avatar @tbpn on X 2025-07-19 19:25:55 UTC 94.2K followers, 64.5K engagements

"BREAKING: Meta poaches three researchers from Google DeepMind who worked on the IMO project"
@tbpn Avatar @tbpn on X 2025-07-22 21:45:04 UTC 94.2K followers, 112.8K engagements

"We asked @im_roy_lee if he's worried about a hit piece on @cluely. "No company ever died from a founder being too controversial." "You die because you don't make enough money.""
@tbpn Avatar @tbpn on X 2025-06-04 22:01:33 UTC 94.1K followers, 290.3K engagements

"We talked to @getpeid (Co-Founder & CEO @nothing) about the future of AI in smartphones. "The smartphone is one of the best devices for applied AI." "It has the distribution but it also has the data." "I do believe that in the next XX years we will all be carrying another sensor as well." "Sometimes the phone is in our pockets and we need another sensor to capture data for us.""
@tbpn Avatar @tbpn on X 2025-07-14 22:01:17 UTC 94.2K followers, 52.9K engagements

"We asked @shishirmehrotra about the strategic vision behind @Grammarly's acquisition of Coda and @Superhuman. "We call this layer the AI superhighway bringing AI right to where people work. Up till now we've only been running one car on that highway: the car with your high school grammar teacher in it." "A big part of our strategy is opening up Grammarly to become a platform so you can build any sort of agent on it and have those agents come to you where you work." "The average person spends three to four hours a day in their email inboxes with XX million emails revised per week through"
@tbpn Avatar @tbpn on X 2025-07-07 21:26:17 UTC 94.2K followers, 23K engagements

"STEELMAN ALERT: Why AI labs need to pay attention to X"
@tbpn Avatar @tbpn on X 2025-07-16 19:09:48 UTC 94K followers, 9189 engagements

"We chatted with Anatoly Yakovenko (@aeyakovenko) about Solanas journey and how it all started. "I started Solana around 2017 with the dream of building a high performance blockchain network." "We launched in 2020 right after the Covid crash. S&P down XX% Bitcoin down XX% and we launched into the abyss." "But it turned out to be lucky timing. We were the only next-gen network live and we're still processing more transactions than every other major blockchain combined.""
@tbpn Avatar @tbpn on X 2025-07-22 22:58:24 UTC 94.2K followers, 4757 engagements

"Coinbase just launched @baseapp @jordihays is on the ground and asked @brian_armstrong to break down everything from the event"
@tbpn Avatar @tbpn on X 2025-07-17 01:59:51 UTC 94K followers, 41.6K engagements

"We asked @LucasSwisher1 (GP Coatue) how investors should make sense of the post-ZIRP world. Quality matters is probably the number one lesson from the ZIRP 2021 era. Ramps a great example. People thought it was expensive 200x gross profit. But if you're investing in a quality business often at really any stage over duration you're going to be in a great spot. Where folks got in trouble was chasing rounds in sectors they didnt understand. Growth investors doing early venture too many companies funded chasing yield. We were at the end of the SaaS era before AI hit and people were funding"
@tbpn Avatar @tbpn on X 2025-07-16 22:59:16 UTC 94.2K followers, 25.5K engagements

""Yeah this is a real acquisition." - @jeffwsurf (CEO of @windsurf_ai) "After talking to @ScottWu46 and the @cognition_labs team it was done in my mind." "Cognition was probably the only other team that we thought was smarter than our team.""
@tbpn Avatar @tbpn on X 2025-07-14 21:33:14 UTC 94.2K followers, 135.3K engagements

"Morning. On todays stream: FDA approves tobacco and menthol Juul pods Viral fallout from Astronomer CEOs Coldplay incident Are AI tools accelerating mental health crashouts Coinbase launches Base superapp for crypto onboarding @JeremieEO on Metas superintelligence buildout Massive lightning rounds with: @JessePollak (Coinbase) @alexmashrabov (Higgsfield) @billythalheimer (REGENT) @2112Power (Hadrian) @danshipper (Every) @DLeitersdorf (Decart) @cjgbest (Substack) Yash Kumar & @isafulf (OpenAI) Jonathan Mortensen (Confident Security) Douwe Kiela See you all on the stream"
@tbpn Avatar @tbpn on X 2025-07-17 18:10:48 UTC 94.2K followers, 28.1K engagements

"We asked @mikeknoop (Co-founder @arcprize) about continual learning and the evolution of AI reasoning benchmarks: "ARC V1 was introduced back in 2019. It was designed to challenge deep learning as a paradigm before language models really took off." "V2 challenges a new paradigm of AI reasoning systems. Even though the puzzles look similar to V1 V2 generally requires longer reasoning chains which makes it harder." "Now with V3 were defining what were calling an interactive reasoning benchmark; to evaluate and challenge the new generation of frontier AI agent systems.""
@tbpn Avatar @tbpn on X 2025-07-19 01:15:04 UTC 94K followers, 8533 engagements

"We asked @davidmarcus (Co-Founder & CEO @Lightspark) about the future of stablecoins and crypto. "Do you want something centralized like current payment systems or like the Internet which is open permissionless for developers worldwide" "I'm in the latter camp and I want to make sure that we have an open money grid built on Bitcoin." "Digital banks are adopting our new open standard Universal Money Address like email for money." "Send any currency anytime even on weekends or bank holidays.""
@tbpn Avatar @tbpn on X 2025-07-09 19:56:33 UTC 94.2K followers, 21.7K engagements

"BREAKING: @SubstackInc raises a $100M Series C led by @bondcap and The Chernin Group. Tune in at at 2:25 PM PT We're having Founder & CEO Chris Best (@cjgbest) break it down"
@tbpn Avatar @tbpn on X 2025-07-17 19:34:49 UTC 94K followers, 22.9K engagements

"BREAKING: Soham Parekh will be joining us live at 11:00 AM PST to share his side of the story"
@tbpn Avatar @tbpn on X 2025-07-03 16:55:05 UTC 94.2K followers, 2.2M engagements

"We asked @tylercowen about the current state of AI and AGI: "Everyone has a different definition of AGI but the definition I grew up with is that it can pass a Turing test and do at least as well as expert humans at intellectual endeavors. It clearly passes (this definition)." "I use O3 and O3 Pro every day. My wife and I did a trip through Europe and using it was better than having a historian guide." "So to me it's like AGI. It's better in fact.""
@tbpn Avatar @tbpn on X 2025-07-15 21:34:15 UTC 93.9K followers, 9714 engagements

"Deena Shakir (@deenashakir) on todays twoworld seed landscape: Its a tale of two worlds and the labels on funding rounds almost dont matter anymore." "On one side AI has made it cheaper than ever to start a company youre judged by how far you can get with the least money and people." On the other hand. if you are raising for a company that is infrastructure intensive that requires high amounts of compute where you're building your own models. those types of companies can and will raise $XXX million plus seed rounds"
@tbpn Avatar @tbpn on X 2025-07-23 21:04:15 UTC 94.2K followers, 7958 engagements

"Morning it's crypto day. Here are our guest call-ins: - @brian_armstrong (Coinbase) - @cdixon (a16z) - @balajis (The Network State) - @dwr (Farcaster) - @a1lon9 (Pump) - @pasternak (Believe) - @katie_haun (Haun Ventures) - @tomhschmidt (Dragonfly) - @konstantin11 (Blockdaemon) - @DylanAbruscato (Crypto: The Game) - @LucaNetz (Pudgy Penguins) - @0xMert_ (Helius) - @KyleSamani (Multicoin Capital) - @soona (Volt Capital) See you all on the stream"
@tbpn Avatar @tbpn on X 2025-05-28 17:00:24 UTC 94.2K followers, 407.3K engagements

"IN NEWS: @diodeinc raises $11.4M Series A round led by @a16z to accelerate the design of circuit boards. A moderatecomplexity board takes months to design using legacy design tools. @davideasnaghi (Founder & CEO) on how they're rewriting the PCB playbook: Our goal is basically to democratize the way that we currently build circuit boards and allow from startups to large enterprises to take advantage of a very highend type of workflow." "The only way we could think about how to do it is to teach large language models who actually generate schematics." "We use code to build our circuit boards"
@tbpn Avatar @tbpn on X 2025-07-23 21:28:16 UTC 94.2K followers, 7669 engagements

"IN NEWS: @ScrunchAI raises a $15M Series A. We asked Co-Founder & CEO @chriswandrew on the AI-driven shopping revolution: "AI is doing the research citing sources and we as humans are clicking out to purchase and engage." "Buyer journeys are massively reduced. People are arriving on a website and buying the first time." "Customers see X to 4x conversion from AI search visitors vs. organic.""
@tbpn Avatar @tbpn on X 2025-07-22 22:34:16 UTC 94.2K followers, 9051 engagements

"We asked @MishaLaskin (Co-founder CEO at @reflection_ai) about leaving a big lab for a startup: "Every frontier lab that's been built was resource constrained compared to the big incumbents." "We think there's an opportunity for the new kind of AlphaGo to be built which is going to be embodied in an extremely powerful and useful product." "If you want to start a new frontier lab and drive breakthroughs the best place is in really small focus settings.""
@tbpn Avatar @tbpn on X 2025-07-17 01:25:10 UTC 93.9K followers, 24.5K engagements

"IN NEWS: @VardaSpace raises a $187M Series C led by @NatCapCentral and @ShrugCap. We asked @willbruey (Co-Founder & CEO @VardaSpace) about the role of microgravity in drug formulation. "When you turn off gravity crystals will typically grow slower and that also means they will grow more pure so it's one of the applications we look at." "By opening up the chemistry outcomes by going to microgravity we can also open up the formulation outcomes and therefore get better patient experiences.""
@tbpn Avatar @tbpn on X 2025-07-10 20:58:18 UTC 94K followers, 8398 engagements

"Good morning. Here are our guest call-ins today: - @EverettRandle (Kleiner Perkins) - @Keller (Zipline) - @dsa (LiveKit) - @ChiefFusioneer (Avalanche Fusion) - @quaidwalker (Bezel) - @adylon7 (Outtake) See you all very soon"
@tbpn Avatar @tbpn on X 2025-04-10 16:54:56 UTC 94K followers, 35.1K engagements

"IN NEWS: @hifortunahealth has raised an $18M Series A from @a16z. In our chat with CEO @singareddynm she shared her thoughts on the future of AI in healthcare: "Conversion of doctors' notes needs to be done in a very specific way (AI can be used for this)." "There is a lot that can be done with Voice AI." "I'm really bullish on AI nurses and clearly we have a doctor and nursing shortage." "I'm perfectly fine getting my care by an AI that's probably much better than a doctor or a nurse who has no time to see me.""
@tbpn Avatar @tbpn on X 2025-07-21 23:26:16 UTC 94.2K followers, 28.6K engagements

"IN NEWS: Confident Security comes out of stealth with $4.2M in funding to launch CONFSEC an endtoend encrypted AI privacy layer. We spoke with Jonathan Mortensen on data privacy and security concerns: "You're an employee at Pfizer and upload a PDF to OpenAI that describes how you do drug discovery maybe you care about that secret." "After the recent OpenAI court case where they were forced to retain deleted data I think people are being a little cautious.""
@tbpn Avatar @tbpn on X 2025-07-17 23:30:15 UTC 94.2K followers, 13.3K engagements

"We asked @wolfejosh (co-founder of @Lux_Capital) to break down his investment in @reflectorbital. "They had a simple insight: redirect the sun so that people who that are running solar cell farms can basically get double the output." "Where can you task a satellite not for visual imagery but for sunlight" "From governments and enterprises worldwide the inbound interest has been insane.""
@tbpn Avatar @tbpn on X 2025-05-16 01:26:31 UTC 94K followers, 21.1K engagements

"We asked @MartinShkreli about the current state of quantum computing. "Quantum computers are actually very slow machines." "They don't have much storage." "But the reason to be excited is Shor's algorithm that takes you from the exponential runtime to polynomial it's a miracle." "The problem is there are no other algorithms other than Shor's that get that amazing speed up.""
@tbpn Avatar @tbpn on X 2025-07-18 23:02:17 UTC 94.2K followers, 22.1K engagements

"When the tears come streaming down your face When you lose something you can't replace When you love someone but it goes to waste Could it be worse"
@tbpn Avatar @tbpn on X 2025-07-17 17:11:47 UTC 94.2K followers, 76.4K engagements

"BREAKING: a16z MP Scott Kupor has been traded to the U.S. Office of Personnel Management (@USOPM)"
@tbpn Avatar @tbpn on X 2025-07-15 17:09:00 UTC 94.2K followers, 95.8K engagements

"We asked @realsohamparekh if he had been working multiple full-time jobs at once. "It is true." Im not proud of what Ive done. Thats not something I endorse either. But no one really likes to work XXX hours a week I had to do it out of necessity." "I was in extremely dire financial circumstances." "Im not a very people person. I dont share much about whats going on in my life. So I just thought: if I work multiple places maybe I can elevate myself out of the situation faster"
@tbpn Avatar @tbpn on X 2025-07-03 18:48:14 UTC 94.2K followers, 1.2M engagements

"BREAKING: Claude Code PMs Boris Cherny and Cat Wu have returned to Anthropic after a brief stint at Cursor"
@tbpn Avatar @tbpn on X 2025-07-16 17:36:30 UTC 94.2K followers, 824.2K engagements

""15 years ago we were launching satellites on converted Russian ICBMs." - @jonnydyer CEO of Muon Space "That was the only way for a Silicon Valley venture-backed startup to go put something in space." "Now thanks to @SpaceX and improvements over the last decade we're spending 10x less per kilo." "We've seen at least 1-2 orders of magnitude of improvement. If it happens again it'll dramatically change the way we think about feasibility of putting some very large power-hungry things in orbit." "In space the sun gives you virtually limitless power. You can go into orbits where you are in the sun"
@tbpn Avatar @tbpn on X 2025-05-29 21:04:47 UTC 94K followers, 195.9K engagements

"We asked @douwekiela (Co-Founder & CEO @ContextualAI) about the challenges of scaling RAG to enterprise-level data. "AI should be able to search your inbox and get the right answer." "Search is a hard problem. The way you do proper retrieval is multi-stage cascading with smarter models." "When you talk to enterprise customers the data is all over the place and search breaks down so you can't give the right answer even if you have a great language model.""
@tbpn Avatar @tbpn on X 2025-07-17 22:26:15 UTC 94.2K followers, 5257 engagements

"We asked @natpmanning (Co-Founder & CEO @lgnd_ai) about the ideal customer for their Earth imagery products. "The typical Earth observation market has been mostly government and defense with agriculture climate supply chain logistics finance and insurance." "There's almost XXX petabytes of Earth imagery creating complexity and possibility.""
@tbpn Avatar @tbpn on X 2025-07-22 22:03:15 UTC 94.2K followers, 4308 engagements

"We asked @wolfejosh from @Lux_Capital to explain why robots shouldn't look like humans. "They should be in the Darwinian sense 'Endless forms Most beautiful'." "Why do we give them two arms and two legs to unpack a sink" "I want to see them have six arms and do things that are un-human like that Cantina scene from Star Wars." "The future of robotics is embodied intelligence irrespective of form factors.""
@tbpn Avatar @tbpn on X 2025-05-15 21:06:02 UTC 94.1K followers, 57.8K engagements

"Morning. Here are our guest call-ins today: - @jorilallo (Linear) - @zachweinberg (Curie) - @LM_Braswell (Kleiner Perkins) - @stephenbalaban (Lambda) - @rsg (Form Capital) - @lessin (Slow Ventures) - @auren (Flex Capital) See you on the stream"
@tbpn Avatar @tbpn on X 2025-05-23 17:56:29 UTC 93.9K followers, 79.8K engagements

"Major AI companies want reasoning models to stay open so we can see how they think. We asked @HarperSCarroll about recent developments in AI reasoning models. "There was research from @AnthropicAI that said that reasoning models are not necessarily showing us what we think they're thinking." "For example Anthropic gave a reasoning model a question and it kept getting it wrong. With a hint it got it right but in its reasoning there was no trace of the hint." "We think that we're actually seeing its reasoning but not necessarily so.""
@tbpn Avatar @tbpn on X 2025-07-21 23:00:23 UTC 94.2K followers, 26.9K engagements

"In a conversation with Slingshot AI founders Neil Parikh (@neilparikh) and Daniel Cahn (@danielreidcahn) we explored the limitations of AI chatbots when it comes to therapy. "ChatGPT and Claude are not made for therapy. they can end up in these very weird rabbit holes." "What we're building is something that's very different." "It's not trying to build an instruction-following model.""
@tbpn Avatar @tbpn on X 2025-07-23 00:28:14 UTC 94.2K followers, 7876 engagements

"Morning. On todays stream: OpenAIs Product Roadmap WSJ reports struggles with OpenAI Project Stargate Are VCs quietly reducing market volatility @aeyakovenko (Solana) @levie (Box) @neilparikh (Slingshot AI) @jansramek (California Forever) @natpmanning (LGND AI) @chriswandrew (Scrunch AI) See you all on the stream"
@tbpn Avatar @tbpn on X 2025-07-22 18:04:44 UTC 94.2K followers, 100.3K engagements

"BREAKING: Polymarket has acquired QCEX for $112M. The deal will allow Polymarket to launch in the US"
@tbpn Avatar @tbpn on X 2025-07-21 17:41:50 UTC 94.2K followers, 70.5K engagements

"We asked @DLeitersdorf (Co-Founder & CEO @DecartAI) about the future of Video AI. In this clip Dean gives a live demo of Decart. "For the first time we have a new type of consumer interaction with video AI. Because so far Video AI has been: let's create AI slop and put it on existing platforms." "Showing it to a bunch of kids and what they ended up doing was fighting each other with sticks and did TikTok dances in front of this.""
@tbpn Avatar @tbpn on X 2025-07-18 17:34:14 UTC 94K followers, 13.1K engagements

""I wouldn't be surprised if we increasingly move to a world with robots at the forefront of surgery." - @deenashakir (Partner at Lux Capital) "Robotic surgery is already happening across the board it's one of the areas in healthcare that has seen the most adoption.""
@tbpn Avatar @tbpn on X 2025-07-23 22:56:15 UTC 94.2K followers, 5449 engagements

"BREAKING: Brex's CMO Scott Holden has been traded to Vanta (@TrustVanta)"
@tbpn Avatar @tbpn on X 2025-07-15 16:33:27 UTC 94.2K followers, 66.2K engagements

"We asked @jaminball (Partner at Altimeter Capital) about AI's impact on design software and @figma specifically: "When Figma was founded the entire industry used Sketch. Sketch was the equivalent to Excel for an investment banker." "They can't afford to be 'Sketched.' They can't let someone Figma them like they figma'd Sketch." "Dylan is still the CEO. It's a founder-led business with a history of execution over a decade-long period." "They will be successful and they will be the vendor to capitalize on this AI trend.""
@tbpn Avatar @tbpn on X 2025-07-21 22:32:16 UTC 94.2K followers, 46.7K engagements

"We talked with @HarperSCarroll about the mental health risks of interacting with AI. "ChatGPT-induced psychosis" is a term used to describe anecdotal reports and cases where individuals have experienced psychosis-like symptoms such as delusions and paranoia after prolonged and intense interaction with AI chatbots. "I'm concerned about people entering psychosis and the recursive deep dive." "People think AI is being channeled like God is being channeled through AI." "It's a slippery slope and perhaps something I should talk more about on Instagram.""
@tbpn Avatar @tbpn on X 2025-07-21 23:59:15 UTC 94.2K followers, 14.9K engagements

"We asked @KyleSamani (Managing Partner @multicoincap) about the future of currency globally: "My suspicion is that somewhere between XX% and XX% of the world would say US dollars." "Stablecoins make it trivial for anyone in the world to have dollars in their pocket. You dont need permission just a phone and a private key." "This will probably represent one of the largest movements in capital in human history.""
@tbpn Avatar @tbpn on X 2025-07-19 01:45:15 UTC 94.2K followers, 47.7K engagements

"We asked @TheStalwart about the economy's performance. "Setting aside the markets where the line always goes up it was a good week for economic data." "We got better-than-expected economic sentiment retail sales initial jobless claims and the Philadelphia Fed manufacturing survey." "There might be a little bit of a tailwind to this economy which I think is really interesting and maybe unexpected.""
@tbpn Avatar @tbpn on X 2025-07-18 22:32:15 UTC 94K followers, 5290 engagements

"We spoke with Chris Best (@cjgbest) following Substack's $100M Series C. Chris shared what sets Substack apart and why the future of media feels more human: "The core of Substack is the direct connection with your audience." "Recurring revenue hits different. It funds you to be creative it funds you to take risks." "Substack is where your hardcore people are. It's where you have a real connection with your audience. You can write post short form post video live video you can have a community." In their announcement they write: We aim to prove that a media app can be fun and rewarding without"
@tbpn Avatar @tbpn on X 2025-07-18 16:50:08 UTC 94.2K followers, 13.5K engagements

"BREAKING: Microsoft has poached over XX staff members from DeepMind over the last six months"
@tbpn Avatar @tbpn on X 2025-07-22 22:18:45 UTC 94.2K followers, 10.5K engagements

"We talked to @tylercowen about the acquisition of Windsurf and its implications: "We need new covenants to cover these cases. markets are very good at solving problems like that." "I would not involve the FTC. I don't like them I don't trust them. They're a nightmare.""
@tbpn Avatar @tbpn on X 2025-07-16 23:23:24 UTC 93.9K followers, 12.8K engagements

".@ylanrich (CEO of Cala) on what it actually takes to build a robotics company in food. Most restaurant automation startups never pay back a single installation. We are the only business that had proven incrementally positive return on investment on the whole investment of a restaurant. I think Sweetgreen is the only other. But he said building it in France came at a cost: The biggest mistake we made was definitely starting the business in Europe in France specifically the ecosystem is just not made for ambitious plays"
@tbpn Avatar @tbpn on X 2025-07-23 22:29:16 UTC 94.2K followers, 4405 engagements

"We talked AI in healthcare with Deena Shakir (@deenashakir) partner at Lux Capital. "Scribes were the lowest hanging fruit. the advent of LLMs & openness to adoption has made them effective now." "But there's still so much latency. we are still talking about AI in the context of fax machines." "There are massive opportunities outside of scribes in clinical research trials & getting drugs to market.""
@tbpn Avatar @tbpn on X 2025-07-23 20:33:16 UTC 94.2K followers, 11.9K engagements

"We spoke with @AdamWarmoth (Founder & CEO @chariotdefense) about powering military tech: "We constantly ran into power as a limiting factor in expeditionary contested environments. DoD is stuck with low-voltage lead-acid batteries massive generators." "At Chariot we're building advanced power systems for the next-gen military tech.""
@tbpn Avatar @tbpn on X 2025-07-17 01:02:14 UTC 94.2K followers, 21.4K engagements

"We asked @jessepollak about the current state of blockchain adoption. "We're trying to build a global economy that increases innovation creativity and freedom. The metric that we use for it is do we have a billion people on chain" "Today hundreds of millions hold Bitcoin tens of millions use stablecoins." "It's still really really early days.""
@tbpn Avatar @tbpn on X 2025-07-18 02:40:10 UTC 94.2K followers, 62K engagements

"FROM THE ARCHIVE: We asked @yacineMTB about his ambitions to become a billionaire through robotics. "I wouldn't do humanoid robots I would do robots for things that annoy me. For example dandelions on my lawn." "I'm so sick of going outside and pulling out all these dandelions." "It's so easy to build this. You can even 3D print the wheels. Like literally $X off AliExpress." "I get my @X ad revenue payout and just spend the whole thing on AliExpress.""
@tbpn Avatar @tbpn on X 2025-07-19 23:30:15 UTC 94.2K followers, 26.6K engagements

""You can break AI down into X tiers." - @realGeorgeHotz "Data centers - tier X fabs - tier X Nvidia/AMD - tier X OpenAI/Anthropic - tier X and completely worthless things like Cursor and Windsurf which are tier 5." "OpenAI and Anthropic will eat all the value from the Cursors and Windsurfs of the world. I argue that the tier 4s (OpenAI/Anthropic) aren't even going to have value.""
@tbpn Avatar @tbpn on X 2025-06-17 20:31:41 UTC 94.2K followers, 467.2K engagements

"The GENIUS Act aims to create a supervised and enforced system for stablecoin issuers offering consumer protections and potentially fostering growth in the cryptocurrency market. "The GENIUS Act focusing on stablecoins will be passed and signed into law in the United States this week" says @jessepollak. "For the last decade of crypto there hasn't been regulatory clarity in the United States which means entrepreneurs and consumers haven't been able to benefit from this technology.""
@tbpn Avatar @tbpn on X 2025-07-18 01:03:14 UTC 94K followers, 6281 engagements

"Here's a quick reminder of the official TBPN Derivative Works Clause in our Terms of Service"
@tbpn Avatar @tbpn on X 2025-07-14 16:39:14 UTC 94.2K followers, 81K engagements

"Morning. On todays stream: Why Grok is going all-in on anime mode AWS drops a Browserbase competitor What AI product is Zuck actually building @zebulgar (Varda) on hosting Trump for an AI event @LucasSwisher1 (Coatue) on the state of U.S. markets @GuptaRK22 (Sequoia) on shifts in tech compensation @adamwarmoth (Chariot Defense) on military energy @MishaLaskin (ReflectionAI) on helping engineers understand code See you all on the stream"
@tbpn Avatar @tbpn on X 2025-07-16 18:01:18 UTC 94.2K followers, 55.3K engagements

"Our sponsor @wander asked us to make an ad for them. Heres what we sent them:"
@tbpn Avatar @tbpn on X 2025-07-02 18:01:17 UTC 94.2K followers, 239K engagements

"BREAKING: Cognition has signed a definitive agreement to acquire Windsurf"
@tbpn Avatar @tbpn on X 2025-07-14 18:14:25 UTC 94.2K followers, 50.1K engagements

"We asked @auren (Chairman @SafeGraph) to share thoughts on venture capital practices. "Venture capitalists always deride lifestyle businesses but they run one themselves." "They often say to founders 'One CEO' but most VC firms have like four." "They say 'take dilution' but they don't. 'Go public' but don't do it themselves. 'Board governance' without their own." "Most venture capital firms are just selling money. It's a commodity.""
@tbpn Avatar @tbpn on X 2025-07-03 22:26:16 UTC 94K followers, 20.5K engagements

"We asked @wolfejosh about the founding thesis of @Lux_Capital. "Every 10-15 years there's some secular wave in technology. In the 70s it was PCs. In the 80s it was biotech. In the 90s it was TMT (tech media telecom)." "Our view was that the next wave is going to be the physical material sciences and where they intersect with computer science." "And it won't just be Stanford and MIT. We will have talents from Georgia Tech Michigan UT Austin etc." "To this day I remember every person who said yes or no (to our first fund). Every $100000 check. Today we manage $5.5B and I still remember those"
@tbpn Avatar @tbpn on X 2025-05-15 23:50:59 UTC 94K followers, 51.8K engagements

""Everyone keeps talking about reindustrializing the country but nobody's talking about the reality that nobody wants to work off some random freeway exit in the middle of Texas." @jansramek (Founder & CEO @CAForever) on how hes thinking about building a new kind of manufacturing hub one that people actually want to work in. Heres what he told us: "You drive an hour and a half to a factory next to a Burger King and a McDonalds. Who wants to work there" "If we're serious about getting people to work in manufacturing again we have to offer the quality of life our generation expects where you can"
@tbpn Avatar @tbpn on X 2025-07-22 21:30:21 UTC 94.2K followers, 71.1K engagements

"Chris Black (@donetodeath) on music in restaurants. "There is a trend where restaurants play hip hop." "I don't want to hear Kanye West while I'm eating spicy penne." "I want to hear nothing." "I'd much rather hear the bustle of the restaurant and the chatter.""
@tbpn Avatar @tbpn on X 2025-07-21 21:26:14 UTC 94.2K followers, 19.1K engagements

"Morning. Here are our guest call-ins today: @deedydas (Menlo Ventures) @Emily_Sundberg (Feed Me) @0xMert_ (Helius) @0xjohnkim (Paraform) @gravicle (Luma AI) - @zck (Lewis Burke) - @bridge__harris (Founders Fund) See you all on the stream"
@tbpn Avatar @tbpn on X 2025-07-02 18:03:38 UTC 94K followers, 70.3K engagements

"We asked @a1lon9 about building @pumpdotfun on @solana. "We got a ton of inbound. People were asking to get their favorite blockchain added and it was Solana." "Our goal is to expand this universe and really break into the mainstream. I don't necessarily believe any other chain would contribute to that." "We couldn't be happier being on Solana and we're not considering leaving anytime soon.""
@tbpn Avatar @tbpn on X 2025-05-28 18:20:09 UTC 94.2K followers, 105.3K engagements

"IN NEWS: @_MomentHQ raises $36M to modernize fixed income. Moment has raised a $36M Series B led by @IndexVentures to bring automation to the $150T fixed income market. The company also announced a new partnership with LPL Financial the largest broker-dealer in the U.S. Backers include @a16z @lightspeedvp @Venrock @neo and @contrary @djacksonparker (Co-founder & CEO) joins us live now to break it down"
@tbpn Avatar @tbpn on X 2025-07-10 20:18:57 UTC 94.2K followers, 8186 engagements

"Morning. On today's stream: Takeaways from the Windsurf chaos Jensen meets with Trump Nvidia gets China access Richard Mille and the accidental pricing theory Apple bets $500M on rare earth magnets @zck (Lewis-Burke) on selling H200s to China @BrianVenturo (CoreWeave) on the current neocloud landscape @tylercowen on the economics of AI @austinh_ (Unify) on their $40M Series B @krisfredrickson (Verified Capital) on his new $175M Fund See you all on the stream"
@tbpn Avatar @tbpn on X 2025-07-15 18:00:48 UTC 94.2K followers, 95.8K engagements

"IN NEWS: @DecagonAI raises a $131M Series C co-led by @a16z and @Accel. We asked @thejessezhang about the benefits of using LLMs in customer service systems. "The nice thing about LLMs now is this level of nuance. You're able to create much more complex flows tailored to specific users." "We have customers that use us to process refunds book flights or reorder credit cards. "Before you were in this dumb decision tree and you were just forced to go down a certain path.""
@tbpn Avatar @tbpn on X 2025-06-24 00:03:16 UTC 94K followers, 24.2K engagements

"IN NEWS: @krisfredrickson raises $175M for Verified Capital. We spoke to him about the evolving tech landscape: "There was one winner in search and one winner in operating systems." "As markets got bigger we moved from one to two to three player markets." "I think AI is going to be the biggest market of all." "There's probably going to be more winners in each space than we expect.""
@tbpn Avatar @tbpn on X 2025-07-15 22:50:51 UTC 94K followers, 13.5K engagements

"Waves Founder Chris Samra (@crsamra) will be joining the show at X PM PT today"
@tbpn Avatar @tbpn on X 2025-07-24 19:39:02 UTC 94.2K followers, 6102 engagements

"We caught up with @christinacaci (Co-Founder & CEO of @TrustVanta) right after they announced a $150M Series D at a $4.15B valuation and asked how it all started. "We started with SOC X for startups because in 2017 no one got SOC X. Now you get it when youre two founders. That wedge gave us the access to help with more and build trust." "That was the seed pitch. It was literally the 2018 deck. And now we're here a little later actually doing it.""
@tbpn Avatar @tbpn on X 2025-07-23 21:00:36 UTC 94.2K followers, 45.8K engagements

"The secret is out. Were officially teaming up with @eightsleep the sleep system that powers our performance on and off the mic"
@tbpn Avatar @tbpn on X 2025-07-15 16:42:53 UTC 94.2K followers, 87.8K engagements

"IN NEWS: @HadrianInc raises a $260M Series C. Here's what Chris Power (@2112Power) revealed about Hadrian's future in manufacturing: "Factory X will be pure machining with new products dedicated to engines to complete our R&D." "We've been secretly working on factories as a service offering full products not just parts." "Think of it as collecting Pokemon. Once you have all the pieces you are the manufacturing master.""
@tbpn Avatar @tbpn on X 2025-07-17 21:41:25 UTC 94.2K followers, 34.1K engagements

"BREAKING: OpenAI's acquisition of Windsurf is off. CEO and other members of the team are headed to Google DeepMind. Source: The Verge"
@tbpn Avatar @tbpn on X 2025-07-11 21:46:23 UTC 94.2K followers, 345.4K engagements

"BREAKING: OpenAI rearchers Jason Wei and Hyung Won Chung are rumored to have been poached by Meta"
@tbpn Avatar @tbpn on X 2025-07-16 01:13:25 UTC 94.2K followers, 265.3K engagements

"We asked @TheStalwart about their thoughts on Mayor Eric Adams. "Even the people who hate Eric Adams love Eric Adams to some extent." "You instantly get why he's been successful in politics. He's funny speaks well and you never know what he's going to say." "Between crime numbers the volume of housing built and rats he makes his case well.""
@tbpn Avatar @tbpn on X 2025-07-18 21:27:16 UTC 94K followers, 5625 engagements

"We spoke with @danshipper (Co-Founder & CEO @every) about their experience working with the new ChatGPT agent from @OpenAI. "It's like Deep Research and Operator had a baby and it does some really cool things." "I had it go through all of our support emails and feedback forum posts to gather all of the customer archetypes." "It put together a long research report of who our promoters are what the archetypes are and why our detractors don't like us.""
@tbpn Avatar @tbpn on X 2025-07-17 23:01:15 UTC 94K followers, 14.3K engagements

"Morning. On todays stream: OpenAI claims an IMO gold medal GPT Agent review Stephen Colberts Late Show canceled Mansour Ojjehs McLaren collection hits the market @donetodeath (Done To Death) @thechrisbuskirk (1789 Capital) @tbc415 (ex-Tesla) @singareddynm (Fortuna Health) @HarperSCarroll (AI Explained) @jaminball (Altimeter Capital) See you all on the stream"
@tbpn Avatar @tbpn on X 2025-07-21 18:00:48 UTC 94.2K followers, 90.6K engagements

"Morning. Here are our guest call-ins today: @realsohamparekh (Soham Parekh) @crmiller1 (Author of Chip War) @aginnt (Hydra Host) @bridge__harris (Founders Fund) @pryceandstuff (Open Ledger) @jacobrintamaki (Beautiful AI Art) @auren (SafeGraph) @mehran__jalali (Looking for Lost Civilizations) @kushalbyatnal (Extend) @avlok (AngelList) See you all on the stream"
@tbpn Avatar @tbpn on X 2025-07-03 18:06:18 UTC 94.2K followers, 114.8K engagements

"IN NEWS: @unifygtm has raised a $40M Series B led by @BatteryVentures. "In early '24 even as a seller the best thing was to adopt AI to automate tasks." - @austinh___ "Our observation model gives memory to AI creating a flexible context for better decisions." "It basically looks like you have a memory associated with every person you have ever talked to.""
@tbpn Avatar @tbpn on X 2025-07-15 21:56:17 UTC 94K followers, 31.8K engagements

"FROM THE ARCHIVE: We asked Scott Wu (@ScottWu46) whether an AI would take gold at the International Mathematical Olympiad this year. Id be surprised if it doesnt our internal bet is that the AI will win. Yesterday that prediction landed. OpenAI researchers say an experimental reasoning model sat the 2025 IMO under full exam conditions; two 4.5-hour sessions no internet natural-language proofs and solved X of X problems scoring 35/42 points enough for a gold medal"
@tbpn Avatar @tbpn on X 2025-07-19 14:44:02 UTC 94.2K followers, 30.9K engagements

"Good morning. Excited for the show today. Here are our guest call-ins: - @SecArmy (US Army) - General George (US Army) - @AdamPorterPrice (Anduril) - @zebulgar (Founders Fund) - @harleyf (Shopify) - @jaltma (Alt Capital) - @dhaber (a16z) - @garyvee (Vayner Media) - @willahmed (WHOOP) We will see you on the stream very soon"
@tbpn Avatar @tbpn on X 2025-05-08 16:45:59 UTC 94.1K followers, 135.6K engagements

"BREAKING: Cursor has signed two key players from Anthropic's Claude Code team Boris Cherny and Cat Wu"
@tbpn Avatar @tbpn on X 2025-07-01 20:38:41 UTC 94.2K followers, 538.9K engagements