[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @tbpn TBPN TBPN posts on X about open ai, windsurf, stablecoins, acquisition the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXXX engagements in the last XX hours. ### Engagements: XXXXXXX [#](/creator/twitter::1838288550569349120/interactions)  - X Week XXXXXXXXX +102% - X Month XXXXXXXXXX +315% - X Months XXXXXXXXXX +1,026% ### Mentions: XX [#](/creator/twitter::1838288550569349120/posts_active)  - X Week XXX +11% - X Month XXX +84% - X Months XXX +212% ### Followers: XXXXXX [#](/creator/twitter::1838288550569349120/followers)  - X Week XXXXXX +3.30% - X Month XXXXXX +32% - X Months XXXXXX +755% ### CreatorRank: XXXXXXX [#](/creator/twitter::1838288550569349120/influencer_rank)  ### Social Influence [#](/creator/twitter::1838288550569349120/influence) --- **Social category influence** [finance](/list/finance) #3476 [technology brands](/list/technology-brands) XXXXX% [stocks](/list/stocks) XXXXX% [vc firms](/list/vc-firms) #45 [countries](/list/countries) XXXX% [cryptocurrencies](/list/cryptocurrencies) #1825 [exchanges](/list/exchanges) #1110 [celebrities](/list/celebrities) XXXX% [nfts](/list/nfts) XXXX% [musicians](/list/musicians) XXXX% **Social topic influence** [open ai](/topic/open-ai) #248, [windsurf](/topic/windsurf) #49, [stablecoins](/topic/stablecoins) #65, [acquisition](/topic/acquisition) #410, [money](/topic/money) 2.92%, [founders fund](/topic/founders-fund) 2.92%, [coinbase](/topic/coinbase) #217, [$40m](/topic/$40m) 2.19%, [bitcoin](/topic/bitcoin) #564, [spacex](/topic/spacex) XXXX% **Top accounts mentioned or mentioned by** [@grok](/creator/undefined) [@zebulgar](/creator/undefined) [@liangsays](/creator/undefined) [@a16z](/creator/undefined) [@jessepollak](/creator/undefined) [@tylercowen](/creator/undefined) [@tepmike](/creator/undefined) [@zck](/creator/undefined) [@wolfejosh](/creator/undefined) [@thestalwart](/creator/undefined) [@realsohamparekh](/creator/undefined) [@baseapp](/creator/undefined) [@jordihays](/creator/undefined) [@brianventuro](/creator/undefined) [@jonathonbarkl](/creator/undefined) [@luxcapital](/creator/undefined) [@bridgeharris](/creator/undefined) [@adamwarmoth](/creator/undefined) [@arthurmacwaters](/creator/undefined) [@eriktorenberg](/creator/undefined) **Top assets mentioned** [Coinbase Global, Inc. (COIN)](/topic/coinbase) [Bitcoin (BTC)](/topic/bitcoin) [Hundred Million (100M)](/topic/$100m) [Pudgy Penguins (PENGU)](/topic/pudgy-penguins) [Pudgy Penguins (pudgypenguins)](/topic/pudgypenguins) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [BitMine (BMNR)](/topic/$bmnr) [Ethereum (ETH)](/topic/ethereum) ### Top Social Posts [#](/creator/twitter::1838288550569349120/posts) --- Top posts by engagements in the last XX hours "BREAKING: Early TBPN hire @liangsays has been traded to @a16z"  [@tbpn](/creator/x/tbpn) on [X](/post/tweet/1944810333685866952) 2025-07-14 17:24:51 UTC 93.3K followers, 142.4K engagements "We asked @fundstrat (Chief Investment Officer of @FundstratCap) to explain the strategic decision for $BMNR to focus on Ethereum due to its role in stablecoins. "Stablecoins are the ChatGPT of Fintech." "They provide a logarithmic benefit over traditional systems." "Stablecoins is a $250B market and Secretary Bessent said it could grow to $2T." "Large companies will need to secure the Layer X (what stablecoins transact on) that they're operating on." "We're kind of like the plumbing of what banks will look like in the future because they will be staking Ethereum on their balance sheet of"  [@tbpn](/creator/x/tbpn) on [X](/post/tweet/1939814781168623852) 2025-06-30 22:34:18 UTC 93.3K followers, 240.4K engagements "We asked @realsohamparekh about his productivity secrets: "Some of these companies I worked at were before the Co-Pilot boom. There was no AI-assisted programming." "TL;DR I don't do anything outside coding. That is very true." "I would like to believe that I was decent enough a good enough engineer to essentially be able to work at three places because that's the only thing I did the entire day.""  [@tbpn](/creator/x/tbpn) on [X](/post/tweet/1940847825065333156) 2025-07-03 18:59:15 UTC 92.6K followers, 264.1K engagements "We asked @LucasSwisher1 (GP Coatue) about the rise of tokenized shares and what it says about demand for access to elite private companies. It just shows the hunger for a normal person to get access to companies like OpenAI SpaceX Revolut; fantastic businesses that normal folks cant touch today. Companies are staying private longer. Theyre not going public. And our regulations dont allow people to access these names. Theres insatiable demand for this stock and no way to own it. Thats something the U.S. and these companies are going to have to grapple with"  [@tbpn](/creator/x/tbpn) on [X](/post/tweet/1945679162251121030) 2025-07-17 02:57:15 UTC 93.3K followers, 6881 engagements "BREAKING: @AmbrookAg raises a $26.1M Series A to modernize farm finance led by @ThriveCapital and @zoink. @ciaomack (Co-founder & CEO) is joining us at 1:50 PM PST to break it all down"  [@tbpn](/creator/x/tbpn) on [X](/post/tweet/1940125607817617655) 2025-07-01 19:09:25 UTC 92.6K followers, 86.4K engagements "BREAKING: Linda Yaccarino steps down as CEO of and enters free agency"  [@tbpn](/creator/x/tbpn) on [X](/post/tweet/1942974773862215967) 2025-07-09 15:50:59 UTC 93.3K followers, 75.2K 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](/creator/x/tbpn) on [X](/post/tweet/1930384452775227898) 2025-06-04 22:01:33 UTC 93.3K followers, 289.9K 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](/creator/x/tbpn) on [X](/post/tweet/1944879900529451076) 2025-07-14 22:01:17 UTC 93.3K followers, 51.5K engagements "From the archive: Ultimately there's no replacement for great ideas and there's no replacement for human energy." -@hubermanlab ".and the best source of human energy that I know is youth. You want to harness that energy of youth and the spirit of discovery and give people the resources" "You get money you give it to young people and you get out of their way and let them try"  [@tbpn](/creator/x/tbpn) on [X](/post/tweet/1939078519344242992) 2025-06-28 21:48:40 UTC 93.3K followers, 299.9K 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](/creator/x/tbpn) on [X](/post/tweet/1942334381156360241) 2025-07-07 21:26:17 UTC 93.3K followers, 22.2K engagements "STEELMAN ALERT: Why AI labs need to pay attention to X"  [@tbpn](/creator/x/tbpn) on [X](/post/tweet/1945561522287337704) 2025-07-16 19:09:48 UTC 93.3K followers, 9028 engagements "Coinbase just launched @baseapp @jordihays is on the ground and asked @brian_armstrong to break down everything from the event"  [@tbpn](/creator/x/tbpn) on [X](/post/tweet/1945664713842729351) 2025-07-17 01:59:51 UTC 93.3K followers, 40.9K engagements "We asked @JonathanRoss321 (Founder & CEO @GroqInc) how his team spun up a live European datacenter in XX days. The decision was made one month before a major AI event. By the time the event arrived the site was fully operational and running large inference workloads. Groq attributes the speed to architectural simplicity. Their systems are air-cooled avoid external memory and skip complex switching in the core interconnect. The result is a more stable more repeatable deployment process. We like to stay a generation behind on the infrastructure and just compete on architecture and software Ross"  [@tbpn](/creator/x/tbpn) on [X](/post/tweet/1942719324625805730) 2025-07-08 22:55:55 UTC 93.3K followers, 54.5K 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](/creator/x/tbpn) on [X](/post/tweet/1945619268646965665) 2025-07-16 22:59:16 UTC 93.3K followers, 24.9K engagements "We spoke with @mateocernosek (CEO @_Andrenam_) about tackling drug smuggling. "The ocean is the new frontier for drug and human smuggling. They've been getting more sophisticated." "Autonomous narco subs are a real threat." "Placing systems around critical choke points is vital to track and prevent cartel activities.""  [@tbpn](/creator/x/tbpn) on [X](/post/tweet/1942358794681606379) 2025-07-07 23:03:18 UTC 92.5K followers, 14.2K 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](/creator/x/tbpn) on [X](/post/tweet/1944872845122920773) 2025-07-14 21:33:14 UTC 93.3K followers, 134.1K 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](/creator/x/tbpn) on [X](/post/tweet/1945909064279715844) 2025-07-17 18:10:48 UTC 93.3K followers, 25.6K engagements "We asked @Jlindig0 (AUG Tx) about FDA approval for new drugs. AUG Tx gives patients with rare diseases accelerated access to new cures with clear indications of efficacy. "At the end of the day the FDA is a group of people trying their best to approve drugs that work and reject drugs with safety issues or are placebos." "For rare diseases it's easier to get a drug approved as you're often up against placebo or historical controls because there's usually no approved treatment for these specific diseases." "For popular diseases like cancer there are already so many drugs that are approved and"  [@tbpn](/creator/x/tbpn) on [X](/post/tweet/1927477183255052376) 2025-05-27 21:29:05 UTC 93.3K followers, 90.3K 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](/creator/x/tbpn) on [X](/post/tweet/1945194192290111511) 2025-07-15 18:50:10 UTC 93.3K followers, 19.5K 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](/creator/x/tbpn) on [X](/post/tweet/1943036571072237883) 2025-07-09 19:56:33 UTC 93.3K followers, 21.3K 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](/creator/x/tbpn) on [X](/post/tweet/1945930206675702250) 2025-07-17 19:34:49 UTC 93.3K followers, 21.7K engagements "BREAKING: Soham Parekh will be joining us live at 11:00 AM PST to share his side of the story"  [@tbpn](/creator/x/tbpn) on [X](/post/tweet/1940816576099622943) 2025-07-03 16:55:05 UTC 93.3K 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](/creator/x/tbpn) on [X](/post/tweet/1945235487876374685) 2025-07-15 21:34:15 UTC 93.3K followers, 9569 engagements "- Client: @eightsleep - Producer: @BenjaminAKohler - Director: @ScottTinkham1 - Cinematographer: @michael_woloson - Special Thanks: Charles Leclerc"  [@tbpn](/creator/x/tbpn) on [X](/post/tweet/1945162163724914846) 2025-07-15 16:42:53 UTC 93.3K followers, 4803 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](/creator/x/tbpn) on [X](/post/tweet/1927771953097551925) 2025-05-28 17:00:24 UTC 93.3K followers, 406.4K engagements "Morning. Here are our guest call-ins today: @AlexRoy144 (NIVC) @typesfast (Flexport) @jonathonbarkl (AirGarage) @JonathanRoss321 (Groq) @craig_piggott (Halter) @CurlyJungleJake (Centivax) See you all on the stream"  [@tbpn](/creator/x/tbpn) on [X](/post/tweet/1942656893660586134) 2025-07-08 18:47:50 UTC 93.3K followers, 43.2K engagements "We asked @zebulgar (Co-Founder @VardaSpace) about sovereign AI strategies in Europe and whether Apple acquiring Mistral ever made sense. Mistral was supposed to be an OpenAI competitor. Now its basically the French Palantir doing AI integration work inside Airbus LVMH Thales. Macron practically goes to bat for them. But its not pushing fundamental technology forward. Its not participating in the platform shift." "So for Apple that acquisition wouldnt solve their consumer AI problem"  [@tbpn](/creator/x/tbpn) on [X](/post/tweet/1945612326868324565) 2025-07-16 22:31:41 UTC 93.3K followers, 37.4K 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](/creator/x/tbpn) on [X](/post/tweet/1945655988922855766) 2025-07-17 01:25:10 UTC 93.3K followers, 23.6K engagements "We spoke with @yacinemtb about raising money: "Oh dude raising money and managing peoplethat sounds so lame. Im not that guy." "I need a 2-acre lawn and a zero-turn tractor. That's what I need. This is what I need." "You don't want a founder with money; you want a founder with no options." "An example is @im_roy_lee (CEO of @cluely); he got kicked out of his university. He has no choice.""  [@tbpn](/creator/x/tbpn) on [X](/post/tweet/1937276802415927536) 2025-06-23 22:29:17 UTC 93.3K followers, 236.5K 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](/creator/x/tbpn) on [X](/post/tweet/1943414499681407393) 2025-07-10 20:58:18 UTC 93.3K followers, 8338 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](/creator/x/tbpn) on [X](/post/tweet/1910375958005330158) 2025-04-10 16:54:56 UTC 93.1K followers, 35.1K 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](/creator/x/tbpn) on [X](/post/tweet/1945989454688334234) 2025-07-17 23:30:15 UTC 93.3K followers, 12.3K 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](/creator/x/tbpn) on [X](/post/tweet/1945894210676363461) 2025-07-17 17:11:47 UTC 93.3K followers, 75.2K engagements "BREAKING: a16z MP Scott Kupor has been traded to the U.S. Office of Personnel Management (@USOPM)"  [@tbpn](/creator/x/tbpn) on [X](/post/tweet/1945168733166551231) 2025-07-15 17:09:00 UTC 93.3K followers, 94.3K 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](/creator/x/tbpn) on [X](/post/tweet/1940845051606978601) 2025-07-03 18:48:14 UTC 93.3K followers, 1.2M engagements "BREAKING: Claude Code PMs Boris Cherny and Cat Wu have returned to Anthropic after a brief stint at Cursor"  [@tbpn](/creator/x/tbpn) on [X](/post/tweet/1945538044549108009) 2025-07-16 17:36:30 UTC 93.3K followers, 807.9K engagements "We asked @tylercowen about the importance of team dynamics in AI research. "I'm an NBA basketball fan and what I observe is the top teams need some time to gel." "There's something about how it gels and the process. I think it's a fascinating experiment. I'm dying to find out how it's going to work.""  [@tbpn](/creator/x/tbpn) on [X](/post/tweet/1945925369821024364) 2025-07-17 19:15:36 UTC 93.3K followers, 6815 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](/creator/x/tbpn) on [X](/post/tweet/1945973349940953370) 2025-07-17 22:26:15 UTC 93.3K followers, 4894 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](/creator/x/tbpn) on [X](/post/tweet/1923122725012504745) 2025-05-15 21:06:02 UTC 93.3K followers, 57.5K 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](/creator/x/tbpn) on [X](/post/tweet/1925974126742667304) 2025-05-23 17:56:29 UTC 93K followers, 79.8K engagements "IN NEWS: @centivax raises $45M Series A led by @FutureJurvetson. We asked @CurlyJungleJake (Founder & CEO) about the potential impact of a highly effective universal flu vaccine on global health. "We're aiming for 85-95% efficacy and that's a big deal." "The big problem with vaccine skepticism is when people get the shot and they still get sick. You can solve that." "The more profound thing is when you start distributing a vaccine like this around the world the pandemic era is over.""  [@tbpn](/creator/x/tbpn) on [X](/post/tweet/1942697010710401485) 2025-07-08 21:27:15 UTC 93K followers, 7191 engagements "IN NEWS: OpenAIs launches new ChatGPT agent that merges deep research and Operator capabilities letting users query act and interface directly with tools. We spoke with Technical Staff Yash Kumar and @isafulf who discussed the versatility of the new tool. "Combining Deep Research and Operator opens up possibilities like research actions and APIs. "I use it with GitHub to solve problems even talking with the code base. It's really really useful." "I set it to give me date night recommendations so I'm not in trouble with my wife.""  [@tbpn](/creator/x/tbpn) on [X](/post/tweet/1945966559366930502) 2025-07-17 21:59:16 UTC 93.3K followers, 12.8K engagements "We asked Naeem Talukdar (Co-Founder & CEO @moonvalley) about balancing foundational models and application layers: "Foundational companies are having to think more about the application layer." "There is an element of commoditization that is happening. There is a point where the output of the model hits the point of diminishing returns from the consumer perspective." "Research labs and tech companies have been largely divorced from the end practitioner." "For LLMs that are such general technology I think that makes sense." "For us understanding filmmakers and creators guides the research not"  [@tbpn](/creator/x/tbpn) on [X](/post/tweet/1943083815280554100) 2025-07-09 23:04:16 UTC 92.6K followers, 5883 engagements "BREAKING: Top Apple AI executive Ruoming Pang has joined Metas AI Superintelligence team"  [@tbpn](/creator/x/tbpn) on [X](/post/tweet/1942675765759520975) 2025-07-08 20:02:50 UTC 92.5K followers, 99.2K 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](/creator/x/tbpn) on [X](/post/tweet/1946262248546283707) 2025-07-18 17:34:14 UTC 93.3K followers, 7057 engagements "BREAKING: @airgarageinc raises a $23M Series B led by @HeadlineVC to build the operating system for parking real estate. Co-founder & CEO @jonathonbarkl joins us at 1:00 PM PT to break it down"  [@tbpn](/creator/x/tbpn) on [X](/post/tweet/1942621883695841485) 2025-07-08 16:28:43 UTC 93.1K followers, 5423 engagements "We asked @BrianVenturo (Co-Founder & CSO @CoreWeave) about power shortages in America. "A tremendous amount of power is available from base load and load following generation." "What solves peak load problems is solar and batteries." "The biggest constraint is speculative capital to meet demand we expect.""  [@tbpn](/creator/x/tbpn) on [X](/post/tweet/1945264693695914122) 2025-07-15 23:30:18 UTC 93.3K followers, 9823 engagements "BREAKING: Brex's CMO Scott Holden has been traded to Vanta (@TrustVanta)"  [@tbpn](/creator/x/tbpn) on [X](/post/tweet/1945159787982823503) 2025-07-15 16:33:27 UTC 93.3K followers, 64.7K engagements "TRADE ALERT: @ThriveCapital has signed veteran @TBPN intern @JackgWhitaker to a three-month contract"  [@tbpn](/creator/x/tbpn) on [X](/post/tweet/1940919353123524791) 2025-07-03 23:43:28 UTC 92.5K followers, 64.4K engagements "We steelmanned the Grok AI waifus. "You have to build something that contradicts your competitor's fundamental assumptions" "Give them the companion that they pay for and they're happy with but don't make the companion so good that they don't reproduce""  [@tbpn](/creator/x/tbpn) on [X](/post/tweet/1945557153382896080) 2025-07-16 18:52:26 UTC 93.3K followers, 11.3K 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](/creator/x/tbpn) on [X](/post/tweet/1946385817544573130) 2025-07-19 01:45:15 UTC 93.3K followers, 11.5K engagements "We asked @zebulgar about European defense spending trends. "Everyone's talking about ramping up their amount of defense spending but the production the core engineering will be in Poland Ukraine down to Romania and Bulgaria." "You'll see more defense tech including drones coming out of Ukraine than Germany." "They have an extremely motivated population to solve these problems.""  [@tbpn](/creator/x/tbpn) on [X](/post/tweet/1945694013945991238) 2025-07-17 03:56:16 UTC 93.3K followers, 8939 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](/creator/x/tbpn) on [X](/post/tweet/1946337246099263953) 2025-07-18 22:32:15 UTC 93.3K followers, 3732 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](/creator/x/tbpn) on [X](/post/tweet/1946251151588090334) 2025-07-18 16:50:08 UTC 93.3K followers, 11.6K 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](/creator/x/tbpn) on [X](/post/tweet/1945625344855400670) 2025-07-16 23:23:24 UTC 93.3K followers, 12.5K engagements "ANALYSTS: @yacineMTB projected to continue holding top spot in Poster Power Rankings despite ongoing free agency"  [@tbpn](/creator/x/tbpn) on [X](/post/tweet/1941575401773596949) 2025-07-05 19:10:23 UTC 93.3K followers, 117.5K 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](/creator/x/tbpn) on [X](/post/tweet/1945650217380171952) 2025-07-17 01:02:14 UTC 93.3K followers, 20.1K 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](/creator/x/tbpn) on [X](/post/tweet/1946037248375590959) 2025-07-18 02:40:10 UTC 93.3K followers, 45.2K 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](/creator/x/tbpn) on [X](/post/tweet/1935072881425400016) 2025-06-17 20:31:41 UTC 93.3K followers, 466.5K engagements "BREAKING: OpenAI picks up four new researchers as the talent war heats up"  [@tbpn](/creator/x/tbpn) on [X](/post/tweet/1942989102753943860) 2025-07-09 16:47:55 UTC 93.3K followers, 52.8K 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](/creator/x/tbpn) on [X](/post/tweet/1946012853816950957) 2025-07-18 01:03:14 UTC 93.3K followers, 5828 engagements "Here's a quick reminder of the official TBPN Derivative Works Clause in our Terms of Service"  [@tbpn](/creator/x/tbpn) on [X](/post/tweet/1944798855394165215) 2025-07-14 16:39:14 UTC 93.3K followers, 73.3K 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](/creator/x/tbpn) on [X](/post/tweet/1945544285061091605) 2025-07-16 18:01:18 UTC 93.3K followers, 54.1K engagements "Our sponsor @wander asked us to make an ad for them. Heres what we sent them:"  [@tbpn](/creator/x/tbpn) on [X](/post/tweet/1940470849712386115) 2025-07-02 18:01:17 UTC 93.3K followers, 238.4K engagements "IN NEWS: @airgarageinc raises a $23M Series B led by @HeadlineVC. "26% of urban core land is dedicated to parking." - @jonathonbarkl (Co-founder & CEO) "There are 8-11 parking spaces for every car in the US." "There's enough parking space in the U.S. to cover the entire state of West Virginia with asphalt." "There is going to be some repurposing that needs to happen." "The parking industry is so old school tracking on paper spreadsheets. They don't have access to basic insights." "Parking supply being constrained is actually great for our business because that is the time where you can"  [@tbpn](/creator/x/tbpn) on [X](/post/tweet/1942704323265454343) 2025-07-08 21:56:19 UTC 92.5K followers, 15.3K engagements "BREAKING: Cognition has signed a definitive agreement to acquire Windsurf"  [@tbpn](/creator/x/tbpn) on [X](/post/tweet/1944822807789207850) 2025-07-14 18:14:25 UTC 93.3K followers, 49.8K 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](/creator/x/tbpn) on [X](/post/tweet/1940899921978339353) 2025-07-03 22:26:16 UTC 93.1K followers, 20.5K 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](/creator/x/tbpn) on [X](/post/tweet/1940471443101569456) 2025-07-02 18:03:38 UTC 93.3K followers, 70.1K engagements "We discussed military energy demands with @AdamWarmoth (Founder & CEO @chariotdefense): "So really what we're solving for is during counterinsurgency in Iraq and Afghanistan we were operating either from fixed bases with massive infrastructure or we were doing kind of short patrols at the edge where really all you needed at the individual unit level was a radio and a rifle." "We need systems for expeditionary environments like directed energy requiring XX XX XX kilowatts deployable and mobile." "The existing military platforms we have can't output that kind of power.""  [@tbpn](/creator/x/tbpn) on [X](/post/tweet/1945686461061407116) 2025-07-17 03:26:16 UTC 93.3K followers, 6099 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](/creator/x/tbpn) on [X](/post/tweet/1927792024004219335) 2025-05-28 18:20:09 UTC 93.3K followers, 105.1K 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](/creator/x/tbpn) on [X](/post/tweet/1943404598192148810) 2025-07-10 20:18:57 UTC 93.3K followers, 7931 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](/creator/x/tbpn) on [X](/post/tweet/1945181768887492774) 2025-07-15 18:00:48 UTC 93.3K followers, 94.7K engagements "BREAKING: OpenAI researcher Yuanzhi Li has joined Meta"  [@tbpn](/creator/x/tbpn) on [X](/post/tweet/1942641417773560205) 2025-07-08 17:46:21 UTC 93K followers, 118.7K engagements "We asked @dickclucas why he's running for the state assembly in California: "The problem is when you lack competition in a system it becomes ill. You need to compete there needs to be pressure on the system or it collapses from within. That's what we're seeing in California." "Fires happened and people didn't even want to hear 'maybe we could have done things better'. I talked to a state senator and you couldn't even really have a discussion about it.""  [@tbpn](/creator/x/tbpn) on [X](/post/tweet/1945322267787059260) 2025-07-16 03:19:05 UTC 93.3K followers, 31.4K engagements "Morning. On todays stream: Update on Google / Windsurf Elon moves $2B from SpaceX into xAI Zucks 5GW supercluster and Project Prometheus Should AI researchers out-earn CEOs @jeffreyhuber (Chroma) on the AI talent landscape @getpeid (Nothing) on hardware devices See you all on the stream"  [@tbpn](/creator/x/tbpn) on [X](/post/tweet/1944820065251287130) 2025-07-14 18:03:31 UTC 93K followers, 37.2K engagements "BREAKING: @meet_campfire raises a $35M Series A led by @Accel to rebuild ERP using AI. They help finance teams ditch legacy tools like NetSuite by automating close bill pay revenue recognition and multi-entity consolidation. We're bringing on @john__glasgow (Founder & CEO) to break it down. Tune in live at 1:40 PM PST"  [@tbpn](/creator/x/tbpn) on [X](/post/tweet/1939756542859018658) 2025-06-30 18:42:53 UTC 93.3K followers, 19K engagements "We asked @BrianVenturo (Co-Founder & CSO @CoreWeave) about their transition from bitcoin mining to AI. "When we started out in 2017 we made the decision that we were never going to be as good as the ASIC producer in mining bitcoin." "The real surprise was when we launched our first non-crypto product; 1000 people signed up on the first day." "Crypto mining ended up covering expenses allowing the cloud stuff to be pure upside.""  [@tbpn](/creator/x/tbpn) on [X](/post/tweet/1945227953471951155) 2025-07-15 21:04:19 UTC 93.1K followers, 7194 engagements "The secret is out. Were officially teaming up with @eightsleep the sleep system that powers our performance on and off the mic"  [@tbpn](/creator/x/tbpn) on [X](/post/tweet/1945162160641892432) 2025-07-15 16:42:53 UTC 93.3K followers, 86.3K 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](/creator/x/tbpn) on [X](/post/tweet/1945962065530847513) 2025-07-17 21:41:25 UTC 93.3K followers, 31.7K engagements "Morning. Here are our guest call-ins today: @zck (Zak Kukoff) @swyx (Shawn Wang) @eastdakota (Cloudflare) @LucaNetz (Pudgy Penguins) @julialsteinberg (Arena Magazine) Joel Hron (Thomson Reuters) See you all on the stream"  [@tbpn](/creator/x/tbpn) on [X](/post/tweet/1940108988177424676) 2025-07-01 18:03:22 UTC 93.3K followers, 75.7K 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](/creator/x/tbpn) on [X](/post/tweet/1943788989460492719) 2025-07-11 21:46:23 UTC 93.3K followers, 343.4K engagements "Here's what @ADoricko (CEO @RainmakerCorp) shared about the recent flooding in Texas: "This flooding was global in scope a low probability high-impact event." "4 trillion gallons of precipitation over a couple of days is pretty out of distribution." "We're seeing an increase in these severe climatic events especially around the Gulf." "It was over two days prior that @RainmakerCorp had suspended all cloud seeding operations in Texas." "Our forecasters saw the severe weather event & suspended operations to prevent adding more water.""  [@tbpn](/creator/x/tbpn) on [X](/post/tweet/1942327581166166455) 2025-07-07 20:59:16 UTC 92.5K followers, 37.7K engagements "BREAKING: OpenAI rearchers Jason Wei and Hyung Won Chung are rumored to have been poached by Meta"  [@tbpn](/creator/x/tbpn) on [X](/post/tweet/1945290640545243503) 2025-07-16 01:13:25 UTC 93.3K followers, 263.3K 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](/creator/x/tbpn) on [X](/post/tweet/1946320891367096556) 2025-07-18 21:27:16 UTC 93.3K followers, 3829 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](/creator/x/tbpn) on [X](/post/tweet/1945982157660590125) 2025-07-17 23:01:15 UTC 93.3K followers, 13.7K 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](/creator/x/tbpn) on [X](/post/tweet/1940834500457779337) 2025-07-03 18:06:18 UTC 93.3K followers, 114.4K engagements "We talked about Cognition's acquisition with @jeffreyhuber (Founder & CEO @trychroma): "It's a big get for cognition. They kind of needed like a horse in that race." "Yes agentic coding is part of the long-term play here but you can't go straight to streaming. You want to start with the DVDs." "With @cognition_labs buying @windsurf_ai they're kind of buying that DVD business and will allow them to leapfrog to the agent stuff in the future.""  [@tbpn](/creator/x/tbpn) on [X](/post/tweet/1944856486703981049) 2025-07-14 20:28:14 UTC 93.3K followers, 18.7K engagements "Morning. Here are our guest call-ins today: - @altcap (Altimeter Capital) - @AJ_Piplica + @Zsshore (Hermeus) - @zebulgar + @EnduroSat (Founders Fund) Thiel Fellow lightning round (@thielfellowship): - @CarloWKobe (Fizz) - @thewildstevenp (Orbit) - @Eliasfiz (Canopy Labs) - @jacksondenka (Azura) - @hoomanrenezhad (Solcoa Industries) - @FerdiDabitz (Ivy) - @RealJPGE (Phase) - @Jlindig0 (AUG Tx) - @WarnerTeddy (Intempus) - @0xSigil (Extraordinary) - @aidanmantine (Innerphases) - @koki_mashita (Aeolus) - Colton Ed-Habr (Orbit) See you on the stream"  [@tbpn](/creator/x/tbpn) on [X](/post/tweet/1927422202728571098) 2025-05-27 17:50:37 UTC 93.3K followers, 146.8K 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](/creator/x/tbpn) on [X](/post/tweet/1945241033853501545) 2025-07-15 21:56:17 UTC 93.3K followers, 31.4K 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](/creator/x/tbpn) on [X](/post/tweet/1920520568874676351) 2025-05-08 16:45:59 UTC 93.3K followers, 135.6K engagements "BREAKING: Cursor has signed two key players from Anthropic's Claude Code team Boris Cherny and Cat Wu"  [@tbpn](/creator/x/tbpn) on [X](/post/tweet/1940148073981952482) 2025-07-01 20:38:41 UTC 93.3K followers, 537K engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@tbpn TBPN
TBPN posts on X about open ai, windsurf, stablecoins, acquisition the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXXX engagements in the last XX hours.
Engagements: XXXXXXX #
- X Week XXXXXXXXX +102%
- X Month XXXXXXXXXX +315%
- X Months XXXXXXXXXX +1,026%
Mentions: XX #
- X Week XXX +11%
- X Month XXX +84%
- X Months XXX +212%
Followers: XXXXXX #
- X Week XXXXXX +3.30%
- X Month XXXXXX +32%
- X Months XXXXXX +755%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence finance #3476 technology brands XXXXX% stocks XXXXX% vc firms #45 countries XXXX% cryptocurrencies #1825 exchanges #1110 celebrities XXXX% nfts XXXX% musicians XXXX%
Social topic influence open ai #248, windsurf #49, stablecoins #65, acquisition #410, money 2.92%, founders fund 2.92%, coinbase #217, $40m 2.19%, bitcoin #564, spacex XXXX%
Top accounts mentioned or mentioned by @grok @zebulgar @liangsays @a16z @jessepollak @tylercowen @tepmike @zck @wolfejosh @thestalwart @realsohamparekh @baseapp @jordihays @brianventuro @jonathonbarkl @luxcapital @bridgeharris @adamwarmoth @arthurmacwaters @eriktorenberg
Top assets mentioned Coinbase Global, Inc. (COIN) Bitcoin (BTC) Hundred Million (100M) Pudgy Penguins (PENGU) Pudgy Penguins (pudgypenguins) Alphabet Inc Class A (GOOGL) BitMine (BMNR) Ethereum (ETH)
Top Social Posts #
Top posts by engagements in the last XX hours
"BREAKING: Early TBPN hire @liangsays has been traded to @a16z"
@tbpn on X 2025-07-14 17:24:51 UTC 93.3K followers, 142.4K engagements
"We asked @fundstrat (Chief Investment Officer of @FundstratCap) to explain the strategic decision for $BMNR to focus on Ethereum due to its role in stablecoins. "Stablecoins are the ChatGPT of Fintech." "They provide a logarithmic benefit over traditional systems." "Stablecoins is a $250B market and Secretary Bessent said it could grow to $2T." "Large companies will need to secure the Layer X (what stablecoins transact on) that they're operating on." "We're kind of like the plumbing of what banks will look like in the future because they will be staking Ethereum on their balance sheet of" @tbpn on X 2025-06-30 22:34:18 UTC 93.3K followers, 240.4K engagements
"We asked @realsohamparekh about his productivity secrets: "Some of these companies I worked at were before the Co-Pilot boom. There was no AI-assisted programming." "TL;DR I don't do anything outside coding. That is very true." "I would like to believe that I was decent enough a good enough engineer to essentially be able to work at three places because that's the only thing I did the entire day."" @tbpn on X 2025-07-03 18:59:15 UTC 92.6K followers, 264.1K engagements
"We asked @LucasSwisher1 (GP Coatue) about the rise of tokenized shares and what it says about demand for access to elite private companies. It just shows the hunger for a normal person to get access to companies like OpenAI SpaceX Revolut; fantastic businesses that normal folks cant touch today. Companies are staying private longer. Theyre not going public. And our regulations dont allow people to access these names. Theres insatiable demand for this stock and no way to own it. Thats something the U.S. and these companies are going to have to grapple with" @tbpn on X 2025-07-17 02:57:15 UTC 93.3K followers, 6881 engagements
"BREAKING: @AmbrookAg raises a $26.1M Series A to modernize farm finance led by @ThriveCapital and @zoink. @ciaomack (Co-founder & CEO) is joining us at 1:50 PM PST to break it all down" @tbpn on X 2025-07-01 19:09:25 UTC 92.6K followers, 86.4K engagements
"BREAKING: Linda Yaccarino steps down as CEO of and enters free agency" @tbpn on X 2025-07-09 15:50:59 UTC 93.3K followers, 75.2K 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 on X 2025-06-04 22:01:33 UTC 93.3K followers, 289.9K 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 on X 2025-07-14 22:01:17 UTC 93.3K followers, 51.5K engagements
"From the archive: Ultimately there's no replacement for great ideas and there's no replacement for human energy." -@hubermanlab ".and the best source of human energy that I know is youth. You want to harness that energy of youth and the spirit of discovery and give people the resources" "You get money you give it to young people and you get out of their way and let them try" @tbpn on X 2025-06-28 21:48:40 UTC 93.3K followers, 299.9K 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 on X 2025-07-07 21:26:17 UTC 93.3K followers, 22.2K engagements
"STEELMAN ALERT: Why AI labs need to pay attention to X" @tbpn on X 2025-07-16 19:09:48 UTC 93.3K followers, 9028 engagements
"Coinbase just launched @baseapp @jordihays is on the ground and asked @brian_armstrong to break down everything from the event" @tbpn on X 2025-07-17 01:59:51 UTC 93.3K followers, 40.9K engagements
"We asked @JonathanRoss321 (Founder & CEO @GroqInc) how his team spun up a live European datacenter in XX days. The decision was made one month before a major AI event. By the time the event arrived the site was fully operational and running large inference workloads. Groq attributes the speed to architectural simplicity. Their systems are air-cooled avoid external memory and skip complex switching in the core interconnect. The result is a more stable more repeatable deployment process. We like to stay a generation behind on the infrastructure and just compete on architecture and software Ross" @tbpn on X 2025-07-08 22:55:55 UTC 93.3K followers, 54.5K 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 on X 2025-07-16 22:59:16 UTC 93.3K followers, 24.9K engagements
"We spoke with @mateocernosek (CEO @Andrenam) about tackling drug smuggling. "The ocean is the new frontier for drug and human smuggling. They've been getting more sophisticated." "Autonomous narco subs are a real threat." "Placing systems around critical choke points is vital to track and prevent cartel activities."" @tbpn on X 2025-07-07 23:03:18 UTC 92.5K followers, 14.2K 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 on X 2025-07-14 21:33:14 UTC 93.3K followers, 134.1K 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 on X 2025-07-17 18:10:48 UTC 93.3K followers, 25.6K engagements
"We asked @Jlindig0 (AUG Tx) about FDA approval for new drugs. AUG Tx gives patients with rare diseases accelerated access to new cures with clear indications of efficacy. "At the end of the day the FDA is a group of people trying their best to approve drugs that work and reject drugs with safety issues or are placebos." "For rare diseases it's easier to get a drug approved as you're often up against placebo or historical controls because there's usually no approved treatment for these specific diseases." "For popular diseases like cancer there are already so many drugs that are approved and" @tbpn on X 2025-05-27 21:29:05 UTC 93.3K followers, 90.3K 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 on X 2025-07-15 18:50:10 UTC 93.3K followers, 19.5K 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 on X 2025-07-09 19:56:33 UTC 93.3K followers, 21.3K 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 on X 2025-07-17 19:34:49 UTC 93.3K followers, 21.7K engagements
"BREAKING: Soham Parekh will be joining us live at 11:00 AM PST to share his side of the story" @tbpn on X 2025-07-03 16:55:05 UTC 93.3K 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 on X 2025-07-15 21:34:15 UTC 93.3K followers, 9569 engagements
"- Client: @eightsleep - Producer: @BenjaminAKohler - Director: @ScottTinkham1 - Cinematographer: @michael_woloson - Special Thanks: Charles Leclerc" @tbpn on X 2025-07-15 16:42:53 UTC 93.3K followers, 4803 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 on X 2025-05-28 17:00:24 UTC 93.3K followers, 406.4K engagements
"Morning. Here are our guest call-ins today: @AlexRoy144 (NIVC) @typesfast (Flexport) @jonathonbarkl (AirGarage) @JonathanRoss321 (Groq) @craig_piggott (Halter) @CurlyJungleJake (Centivax) See you all on the stream" @tbpn on X 2025-07-08 18:47:50 UTC 93.3K followers, 43.2K engagements
"We asked @zebulgar (Co-Founder @VardaSpace) about sovereign AI strategies in Europe and whether Apple acquiring Mistral ever made sense. Mistral was supposed to be an OpenAI competitor. Now its basically the French Palantir doing AI integration work inside Airbus LVMH Thales. Macron practically goes to bat for them. But its not pushing fundamental technology forward. Its not participating in the platform shift." "So for Apple that acquisition wouldnt solve their consumer AI problem" @tbpn on X 2025-07-16 22:31:41 UTC 93.3K followers, 37.4K 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 on X 2025-07-17 01:25:10 UTC 93.3K followers, 23.6K engagements
"We spoke with @yacinemtb about raising money: "Oh dude raising money and managing peoplethat sounds so lame. Im not that guy." "I need a 2-acre lawn and a zero-turn tractor. That's what I need. This is what I need." "You don't want a founder with money; you want a founder with no options." "An example is @im_roy_lee (CEO of @cluely); he got kicked out of his university. He has no choice."" @tbpn on X 2025-06-23 22:29:17 UTC 93.3K followers, 236.5K 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 on X 2025-07-10 20:58:18 UTC 93.3K followers, 8338 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 on X 2025-04-10 16:54:56 UTC 93.1K followers, 35.1K 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 on X 2025-07-17 23:30:15 UTC 93.3K followers, 12.3K 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 on X 2025-07-17 17:11:47 UTC 93.3K followers, 75.2K engagements
"BREAKING: a16z MP Scott Kupor has been traded to the U.S. Office of Personnel Management (@USOPM)" @tbpn on X 2025-07-15 17:09:00 UTC 93.3K followers, 94.3K 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 on X 2025-07-03 18:48:14 UTC 93.3K followers, 1.2M engagements
"BREAKING: Claude Code PMs Boris Cherny and Cat Wu have returned to Anthropic after a brief stint at Cursor" @tbpn on X 2025-07-16 17:36:30 UTC 93.3K followers, 807.9K engagements
"We asked @tylercowen about the importance of team dynamics in AI research. "I'm an NBA basketball fan and what I observe is the top teams need some time to gel." "There's something about how it gels and the process. I think it's a fascinating experiment. I'm dying to find out how it's going to work."" @tbpn on X 2025-07-17 19:15:36 UTC 93.3K followers, 6815 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 on X 2025-07-17 22:26:15 UTC 93.3K followers, 4894 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 on X 2025-05-15 21:06:02 UTC 93.3K followers, 57.5K 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 on X 2025-05-23 17:56:29 UTC 93K followers, 79.8K engagements
"IN NEWS: @centivax raises $45M Series A led by @FutureJurvetson. We asked @CurlyJungleJake (Founder & CEO) about the potential impact of a highly effective universal flu vaccine on global health. "We're aiming for 85-95% efficacy and that's a big deal." "The big problem with vaccine skepticism is when people get the shot and they still get sick. You can solve that." "The more profound thing is when you start distributing a vaccine like this around the world the pandemic era is over."" @tbpn on X 2025-07-08 21:27:15 UTC 93K followers, 7191 engagements
"IN NEWS: OpenAIs launches new ChatGPT agent that merges deep research and Operator capabilities letting users query act and interface directly with tools. We spoke with Technical Staff Yash Kumar and @isafulf who discussed the versatility of the new tool. "Combining Deep Research and Operator opens up possibilities like research actions and APIs. "I use it with GitHub to solve problems even talking with the code base. It's really really useful." "I set it to give me date night recommendations so I'm not in trouble with my wife."" @tbpn on X 2025-07-17 21:59:16 UTC 93.3K followers, 12.8K engagements
"We asked Naeem Talukdar (Co-Founder & CEO @moonvalley) about balancing foundational models and application layers: "Foundational companies are having to think more about the application layer." "There is an element of commoditization that is happening. There is a point where the output of the model hits the point of diminishing returns from the consumer perspective." "Research labs and tech companies have been largely divorced from the end practitioner." "For LLMs that are such general technology I think that makes sense." "For us understanding filmmakers and creators guides the research not" @tbpn on X 2025-07-09 23:04:16 UTC 92.6K followers, 5883 engagements
"BREAKING: Top Apple AI executive Ruoming Pang has joined Metas AI Superintelligence team" @tbpn on X 2025-07-08 20:02:50 UTC 92.5K followers, 99.2K 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 on X 2025-07-18 17:34:14 UTC 93.3K followers, 7057 engagements
"BREAKING: @airgarageinc raises a $23M Series B led by @HeadlineVC to build the operating system for parking real estate. Co-founder & CEO @jonathonbarkl joins us at 1:00 PM PT to break it down" @tbpn on X 2025-07-08 16:28:43 UTC 93.1K followers, 5423 engagements
"We asked @BrianVenturo (Co-Founder & CSO @CoreWeave) about power shortages in America. "A tremendous amount of power is available from base load and load following generation." "What solves peak load problems is solar and batteries." "The biggest constraint is speculative capital to meet demand we expect."" @tbpn on X 2025-07-15 23:30:18 UTC 93.3K followers, 9823 engagements
"BREAKING: Brex's CMO Scott Holden has been traded to Vanta (@TrustVanta)" @tbpn on X 2025-07-15 16:33:27 UTC 93.3K followers, 64.7K engagements
"TRADE ALERT: @ThriveCapital has signed veteran @TBPN intern @JackgWhitaker to a three-month contract" @tbpn on X 2025-07-03 23:43:28 UTC 92.5K followers, 64.4K engagements
"We steelmanned the Grok AI waifus. "You have to build something that contradicts your competitor's fundamental assumptions" "Give them the companion that they pay for and they're happy with but don't make the companion so good that they don't reproduce"" @tbpn on X 2025-07-16 18:52:26 UTC 93.3K followers, 11.3K 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 on X 2025-07-19 01:45:15 UTC 93.3K followers, 11.5K engagements
"We asked @zebulgar about European defense spending trends. "Everyone's talking about ramping up their amount of defense spending but the production the core engineering will be in Poland Ukraine down to Romania and Bulgaria." "You'll see more defense tech including drones coming out of Ukraine than Germany." "They have an extremely motivated population to solve these problems."" @tbpn on X 2025-07-17 03:56:16 UTC 93.3K followers, 8939 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 on X 2025-07-18 22:32:15 UTC 93.3K followers, 3732 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 on X 2025-07-18 16:50:08 UTC 93.3K followers, 11.6K 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 on X 2025-07-16 23:23:24 UTC 93.3K followers, 12.5K engagements
"ANALYSTS: @yacineMTB projected to continue holding top spot in Poster Power Rankings despite ongoing free agency" @tbpn on X 2025-07-05 19:10:23 UTC 93.3K followers, 117.5K 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 on X 2025-07-17 01:02:14 UTC 93.3K followers, 20.1K 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 on X 2025-07-18 02:40:10 UTC 93.3K followers, 45.2K 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 on X 2025-06-17 20:31:41 UTC 93.3K followers, 466.5K engagements
"BREAKING: OpenAI picks up four new researchers as the talent war heats up" @tbpn on X 2025-07-09 16:47:55 UTC 93.3K followers, 52.8K 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 on X 2025-07-18 01:03:14 UTC 93.3K followers, 5828 engagements
"Here's a quick reminder of the official TBPN Derivative Works Clause in our Terms of Service" @tbpn on X 2025-07-14 16:39:14 UTC 93.3K followers, 73.3K 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 on X 2025-07-16 18:01:18 UTC 93.3K followers, 54.1K engagements
"Our sponsor @wander asked us to make an ad for them. Heres what we sent them:" @tbpn on X 2025-07-02 18:01:17 UTC 93.3K followers, 238.4K engagements
"IN NEWS: @airgarageinc raises a $23M Series B led by @HeadlineVC. "26% of urban core land is dedicated to parking." - @jonathonbarkl (Co-founder & CEO) "There are 8-11 parking spaces for every car in the US." "There's enough parking space in the U.S. to cover the entire state of West Virginia with asphalt." "There is going to be some repurposing that needs to happen." "The parking industry is so old school tracking on paper spreadsheets. They don't have access to basic insights." "Parking supply being constrained is actually great for our business because that is the time where you can" @tbpn on X 2025-07-08 21:56:19 UTC 92.5K followers, 15.3K engagements
"BREAKING: Cognition has signed a definitive agreement to acquire Windsurf" @tbpn on X 2025-07-14 18:14:25 UTC 93.3K followers, 49.8K 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 on X 2025-07-03 22:26:16 UTC 93.1K followers, 20.5K 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 on X 2025-07-02 18:03:38 UTC 93.3K followers, 70.1K engagements
"We discussed military energy demands with @AdamWarmoth (Founder & CEO @chariotdefense): "So really what we're solving for is during counterinsurgency in Iraq and Afghanistan we were operating either from fixed bases with massive infrastructure or we were doing kind of short patrols at the edge where really all you needed at the individual unit level was a radio and a rifle." "We need systems for expeditionary environments like directed energy requiring XX XX XX kilowatts deployable and mobile." "The existing military platforms we have can't output that kind of power."" @tbpn on X 2025-07-17 03:26:16 UTC 93.3K followers, 6099 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 on X 2025-05-28 18:20:09 UTC 93.3K followers, 105.1K 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 on X 2025-07-10 20:18:57 UTC 93.3K followers, 7931 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 on X 2025-07-15 18:00:48 UTC 93.3K followers, 94.7K engagements
"BREAKING: OpenAI researcher Yuanzhi Li has joined Meta" @tbpn on X 2025-07-08 17:46:21 UTC 93K followers, 118.7K engagements
"We asked @dickclucas why he's running for the state assembly in California: "The problem is when you lack competition in a system it becomes ill. You need to compete there needs to be pressure on the system or it collapses from within. That's what we're seeing in California." "Fires happened and people didn't even want to hear 'maybe we could have done things better'. I talked to a state senator and you couldn't even really have a discussion about it."" @tbpn on X 2025-07-16 03:19:05 UTC 93.3K followers, 31.4K engagements
"Morning. On todays stream: Update on Google / Windsurf Elon moves $2B from SpaceX into xAI Zucks 5GW supercluster and Project Prometheus Should AI researchers out-earn CEOs @jeffreyhuber (Chroma) on the AI talent landscape @getpeid (Nothing) on hardware devices See you all on the stream" @tbpn on X 2025-07-14 18:03:31 UTC 93K followers, 37.2K engagements
"BREAKING: @meet_campfire raises a $35M Series A led by @Accel to rebuild ERP using AI. They help finance teams ditch legacy tools like NetSuite by automating close bill pay revenue recognition and multi-entity consolidation. We're bringing on @john__glasgow (Founder & CEO) to break it down. Tune in live at 1:40 PM PST" @tbpn on X 2025-06-30 18:42:53 UTC 93.3K followers, 19K engagements
"We asked @BrianVenturo (Co-Founder & CSO @CoreWeave) about their transition from bitcoin mining to AI. "When we started out in 2017 we made the decision that we were never going to be as good as the ASIC producer in mining bitcoin." "The real surprise was when we launched our first non-crypto product; 1000 people signed up on the first day." "Crypto mining ended up covering expenses allowing the cloud stuff to be pure upside."" @tbpn on X 2025-07-15 21:04:19 UTC 93.1K followers, 7194 engagements
"The secret is out. Were officially teaming up with @eightsleep the sleep system that powers our performance on and off the mic" @tbpn on X 2025-07-15 16:42:53 UTC 93.3K followers, 86.3K 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 on X 2025-07-17 21:41:25 UTC 93.3K followers, 31.7K engagements
"Morning. Here are our guest call-ins today: @zck (Zak Kukoff) @swyx (Shawn Wang) @eastdakota (Cloudflare) @LucaNetz (Pudgy Penguins) @julialsteinberg (Arena Magazine) Joel Hron (Thomson Reuters) See you all on the stream" @tbpn on X 2025-07-01 18:03:22 UTC 93.3K followers, 75.7K 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 on X 2025-07-11 21:46:23 UTC 93.3K followers, 343.4K engagements
"Here's what @ADoricko (CEO @RainmakerCorp) shared about the recent flooding in Texas: "This flooding was global in scope a low probability high-impact event." "4 trillion gallons of precipitation over a couple of days is pretty out of distribution." "We're seeing an increase in these severe climatic events especially around the Gulf." "It was over two days prior that @RainmakerCorp had suspended all cloud seeding operations in Texas." "Our forecasters saw the severe weather event & suspended operations to prevent adding more water."" @tbpn on X 2025-07-07 20:59:16 UTC 92.5K followers, 37.7K engagements
"BREAKING: OpenAI rearchers Jason Wei and Hyung Won Chung are rumored to have been poached by Meta" @tbpn on X 2025-07-16 01:13:25 UTC 93.3K followers, 263.3K 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 on X 2025-07-18 21:27:16 UTC 93.3K followers, 3829 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 on X 2025-07-17 23:01:15 UTC 93.3K followers, 13.7K 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 on X 2025-07-03 18:06:18 UTC 93.3K followers, 114.4K engagements
"We talked about Cognition's acquisition with @jeffreyhuber (Founder & CEO @trychroma): "It's a big get for cognition. They kind of needed like a horse in that race." "Yes agentic coding is part of the long-term play here but you can't go straight to streaming. You want to start with the DVDs." "With @cognition_labs buying @windsurf_ai they're kind of buying that DVD business and will allow them to leapfrog to the agent stuff in the future."" @tbpn on X 2025-07-14 20:28:14 UTC 93.3K followers, 18.7K engagements
"Morning. Here are our guest call-ins today: - @altcap (Altimeter Capital) - @AJ_Piplica + @Zsshore (Hermeus) - @zebulgar + @EnduroSat (Founders Fund) Thiel Fellow lightning round (@thielfellowship): - @CarloWKobe (Fizz) - @thewildstevenp (Orbit) - @Eliasfiz (Canopy Labs) - @jacksondenka (Azura) - @hoomanrenezhad (Solcoa Industries) - @FerdiDabitz (Ivy) - @RealJPGE (Phase) - @Jlindig0 (AUG Tx) - @WarnerTeddy (Intempus) - @0xSigil (Extraordinary) - @aidanmantine (Innerphases) - @koki_mashita (Aeolus) - Colton Ed-Habr (Orbit) See you on the stream" @tbpn on X 2025-05-27 17:50:37 UTC 93.3K followers, 146.8K 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 on X 2025-07-15 21:56:17 UTC 93.3K followers, 31.4K 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 on X 2025-05-08 16:45:59 UTC 93.3K followers, 135.6K engagements
"BREAKING: Cursor has signed two key players from Anthropic's Claude Code team Boris Cherny and Cat Wu" @tbpn on X 2025-07-01 20:38:41 UTC 93.3K followers, 537K engagements