Slop vs. Steel Showdown w/ Delian & Everett, GPT-5 Backlash, Trump Eyes Intel Stake | Bill Bishop, Jimmy Goodrich, Lennart Heim, David Stout, Cameron Schiller, Cyriac Roeding, NFM Live
Descripción del Episodio
- (00:54) - LIVE Slop vs. Steel Debate w/ Delian & Everett. Delian Asparouhov, a Bulgarian-born entrepreneur and venture capitalist, is a partner at Founders Fund and co-founder of Varda Space Industries. Everett Randle is a partner at Kleiner Perkins, where he focuses on inflection-stage investments in tech startups. He rejoined the firm in 2022 after stints at Founders Fund—where he backed companies like Rippling, Wave, Stord, and Chronosphere—as well as earlier roles at Bond Capital and Vista Equity Partners.
- (33:36) - Timeline
- (42:06) - GPT-5 Backlash
- (01:03:08) - Deepseek's Next AI Model Delayed
- (01:10:42) - Timeline
- (01:13:04) - Trump Considers Stake in Intel
- (01:23:56) - Timeline
- (01:27:48) - Bill Bishop, co-founder of CBS MarketWatch and author of the Sinocism newsletter, is a seasoned China analyst with extensive experience living and working in Beijing. In the conversation, he critiques the U.S. strategy of selling Nvidia's H20 AI chips to China, arguing that it inadvertently aids China's goal of technological self-reliance by allowing them to bridge gaps in their domestic capabilities. Bishop emphasizes that China's Communist Party is committed to reducing dependence on foreign technology, and U.S. policies facilitating chip sales may ultimately undermine America's competitive edge in AI development.
- (01:45:23) - Jimmy Goodrich, a leading expert on technology, geopolitics, and national security with a focus on China and East Asia, discusses the complexities of U.S. export controls on semiconductors to China, highlighting how these measures often lead to stockpiling by Chinese companies and are perceived as inconsistent by Beijing. He emphasizes the significant value of Nvidia's H20 chip for China's AI development, noting its cost-effectiveness and the widespread use of Nvidia's CUDA platform among Chinese developers. Goodrich also expresses concerns about the potential national security risks associated with providing advanced computing capabilities to China, including their applications in cyber warfare and disinformation campaigns.
- (02:01:12) - Lennart Heim, an associate information scientist at RAND and professor of policy analysis at the Pardee RAND Graduate School, focuses on the role of computational resources in advanced AI systems and their governance. In the conversation, he discusses the complexities of the semiconductor supply chain, highlighting the dominance of companies like TSMC and ASML in chip fabrication and the challenges faced by competitors such as Intel. He also explores the potential of cloud computing as a governance tool, suggesting that centralized control over AI compute resources could enhance security and oversight.
- (02:14:00) - David Stout, founder and CEO of webAI, discusses the company's focus on developing AI models that operate directly on devices, enhancing privacy and reducing reliance on cloud infrastructure. He highlights their proprietary technology stack, including a runtime engine and AI library, which enables running large models on local hardware like laptops. Stout also addresses the importance of memory in AI performance, advocating for increased RAM in devices to support more efficient on-device inference.
- (02:30:53) - Cameron Schiller, CEO of Rangeview, discusses the company's mission to revitalize American manufacturing through automated aerospace foundries, emphasizing the need for a national resurgence in industrial production to address both economic and security concerns. He highlights the importance of traditional manufacturing methods like casting, advocating for their modernization to enhance efficiency and scalability. Schiller also reflects on his personal journey, influenced by his father's engineering background, and calls for a collective effort to rebuild the nation's manufacturing capabilities.
- (02:42:20) - Cyriac Roeding, a Silicon Valley-based German-American entrepreneur, is the co-founder and CEO of Earli, a company focused on early cancer detection and treatment. In the conversation, Roeding discusses Earli's innovative approach of using genetic constructs that activate only in cancer cells, compelling them to produce proteins that either make the cancer visible or stimulate the immune system to attack it. He also highlights the challenges in biotech funding, emphasizing the need for a national commitment to maintain U.S. leadership in biotechnology.
- (02:49:09) - NFM Live is a podcast series produced by NFM TV, a platform that delivers mortgage industry news and insights. In this episode, the hosts discuss their backgrounds in venture capital, their experiences in the Korean tech market, and their plans to expand their podcast to reach a global audience. They also share their aspirations to feature prominent guests, including venture capitalists, engineers, authors, and even political figures, aiming to build a unique brand in the media landscape.
TBPN.com is made possible by:
Ramp - https://ramp.com
Figma - https://figma.com
Vanta - https://vanta.com
Linear - https://linear.app
Eight Sleep - https://eightsleep.com/tbpn
Wander - https://wander.com/tbpn
Public - https://public.com
AdQuick - https://adquick.com
Bezel - https://getbezel.com
Numeral - https://www.numeralhq.com
Polymarket - https://polymarket.com
Attio - https://attio.com/tbpn
Fin - https://fin.ai/tbpn
Graphite - https://graphite.dev
Restream - https://restream.io
Profound - https://tryprofound.com
Julius AI - https://julius.ai
Follow TBPN:
https://TBPN.com
https://x.com/tbpn
https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231
https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235
https://www.youtube.com/@TBPNLive
Episodios Recientes
Más podcasts de Sociedad y Cultura
Ver toda la categoría →
After the Whistle with Brendan Hunt and Rebecca Lowe
By shows
<p>Rebecca Lowe (Fox Sports) and Brendan Hunt (‘Ted Lasso’) are teaming up again to take on the 2026 World Cup! They’ll ride an emotional roller coaster together as 48 teams play 104 action-packed matches across the U.S., Canada, and Mexico. They’ll bring you all the joy and the drama, the hope and the heartbreak — and help you understand the matchups and personalities that will make this the biggest sporting and cultural event of our lifetimes</p><p>‘After the Whistle With Brendan Hunt and Rebecca Lowe’ is an Apple News Original podcast presented by Verizon.</p>
El que pueda que empate
By shows
El Mundial de fútbol 2026 con Axel Torres, Bruno Alemany y Antonio Romero. Lunes, miércoles y viernes escucha a este tridente que ya quisieran empatar con ellos Messi, Lamine y Mbappé.
To Catch a Thief: North Korea On Our Payroll
By shows
American companies are being infiltrated—not by hackers breaking in, but by workers. Thousands of North Korean operatives are applying to jobs across the U.S.—and getting them. They are embedding themselves at Fortune 500 companies. Government agencies. Critical infrastructure. Even the firms tasked with stopping this threat. To Catch a Thief: North Korea On Our Payroll is a first-of-its-kind audio documentary exposing this global labor pipeline—one that is quietly funneling hundreds of millions of dollars a year back to the regime, and its nuclear weapons program. Host Nicole Perlroth, bestselling author and former lead cybersecurity and digital espionage reporter for The New York Times, takes listeners inside this hidden network—from a rare, inside look at a North Korean IT worker on the job, to interviews with defectors who escaped it, to knocking on the doors of Americans hosting “laptop farms” on North Korea's behalf. Along the way, the series reveals how this playbook is creating a hiring freeze for American workers, in a challenging job market. And how it has metastasized—adopted by cybercriminal groups and fraud networks around the world—blurring the line between nation-state espionage and organized crime. To Catch a Thief is co-produced by Nicole Perlroth and Rubrik in partnership with Pod People. To Catch a Thief was written and produced by Nicole Perlroth, along with Khrista Rypl, TJ Raphaël, Rebecca Chaisson and Sam Gebauer. Additional thanks to Allie Pinel, Fendall Fulton, Krissy Clark, Cai Lee, Eunice Park and Aimee Machado. Editing and Sound Design by Erica Huang. Art direction and design by Ben Long, Gareth Strange and Sarah Burley at the John & Jane Agency, and support from John Leestma.
El Rincón De Los Errores
By shows
<p>Sean todos bienvenidos a este nuevo espacio donde vamos a aprender de los errores.</p><br><p>Conoceremos ese rincón de aquellos personajes que estamos acostumbrados a ver en los medios de comunicación, pero que al igual que cualquier otra persona, han cruzado sus propios desiertos, sacando lo mejor de lo vivido.</p><br><p>Es por medio de nuestros fallos que hemos crecido y nos hemos convertido en personas más sensibles, empáticas y con menos apariencias, por eso <a href="https://www.instagram.com/marimarvega/?hl=en" rel="noopener noreferrer" target="_blank">Marimar Vega </a>y <a href="https://www.instagram.com/efrenmartinezo/?hl=en" rel="noopener noreferrer" target="_blank">Efrén Martinez</a> han creado este lugar, en el cual podemos aprender después de habernos equivocado.</p><br><p>Bienvenidos, al Rincón de los Errores.</p><br><p>🎙️El Rincón de los Errores hace parte de la network de Dudas Media.</p><p>Para alianzas y colaboraciones, escríbenos a <a href="mailto:[email protected]" rel="noopener noreferrer" target="_blank"><strong>[email protected]</strong></a></p><hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>
Hidden History with Dr. Harini Bhat
By shows
Some questions don't have answers. Yet.Dr. Harini Bhat is a clinical pharmacist and science storyteller obsessed with questions that don't have answers. Every week she unravels real events from history that still can't be fully explained. Mass hysterias. Medical oddities. Vanished civilizations. Strange signals. Unexplained phenomena that keep repeating, centuries apart, as if history is trying to tell us something.Hidden History doesn't dismiss ancient events as myth or superstition. It treats them as incomplete case files, shaped by the limits of knowledge, technology, and record-keeping. Because the unknown isn't a failure of explanation. It's a constant in human experience, one that evolves, repeats, and sometimes deepens the more we learn.Hidden History is a Rewind Original, powered by PAVE Studios. Listen on Apple Podcasts, Spotify, or watch on YouTube @hiddenhistorypod. For more, follow @RewindStudios on Instagram.
Expedientes del más allá
By shows
Expedientes del más allá, es un viaje a través de seis historias llenas de tragedia, de misterio y de oscuridad. Dos periodistas recorren algunos de los lugares más encantados de nuestro país, viviendo los sucesos extraños que allí se producen y hablando con los protagonistas de unos fenómenos que marcaron sus vidas para siempre. Porque si el más allá existe, a veces se manifiesta de manera poco amable...
Skin in the Game
By shows
El podcast de inversiones donde los hosts tienen capital real en juego en lo que dicen. Javier Morodo, Miguel Olea, Allan Cassis y Jorge Combe revelan cada semana qué están haciendo con su dinero, en respuesta a los temas más relevantes de la coyuntura global. Inversiones reales, capital privado, venture, deuda, real estate, tecnología de frontera y geopolítica. Desde la perspectiva de quienes operan, no de quienes analizan. 📌 Nuevo episodio cada jueves a las 6am CDMX. Las opiniones son gratis. El portafolio no miente.