Diet TBPN: October 24th, 2025

Our favorite moments from today's show, in under 30 minutes. 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 turbopuffer - https://turbopuffer.com fal - https://fal.ai Privy - https://www.privy.io Cognition - https://cognition.ai Gemini - https://gemini.google.com 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

Speaker names marked ? are inferred from speaking time and the show’s known hosts — they are not voice-verified.

• 0:00John Coogan?

  You're watching TVPN. Today is Friday, October 24, 2025. We are live from the TVPN UltraDome, the Temple of Technology, the Fortress of Finance, the Capital of Capital.

• 0:10Jordi Hays?

  Media people like to talk about media, so today, we're gonna talk about media.

• 0:15John Coogan?

  You think traditional media, legacy media, regular media, new media, neo-media is the newest.

• 0:22Jordi Hays?

  Neo-trad, which we'll get to in a little.

• 0:24John Coogan?

  Post-neo-media, you can think of it as the most accelerated, the most aggressive, the final, the most cutting-edge media properties that are out there. We have Martin Scrawley, he just turns on a livestream, it doesn't...

• 0:35Jordi Hays?

  He goes for hours and hours and hours and hours.

• 0:37John Coogan?

  It's not a media company, it's not a TV show.

• 0:41Jordi Hays?

  And he's moving, he's moving markets, right?

• 0:43John Coogan?

  Exactly, exactly. Then you have iShowSpeed, Mr. Beast, other examples of neo-ma-, post-neo-media creators. You, of course, have had the expert media sphere with Andrew Huberman, Lex Friedman,

• 0:54Jordi Hays?

  AI expert, Joe Rogan, UFO expert, and then Andrew Huberman, of course.

• 0:58John Coogan?

  And then we have the neo-factual media, more of the analysts focused on the actual truth, one of the, really the only truth-seeking organizations on the map in general. And the neo-trads are doing this in a new way.

• 1:13Jordi Hays?

  This is new media that cosplays as traditional media.

• 1:18John Coogan?

  Exactly.

• 1:19Jordi Hays?

  So that's TVPN, right? It has some of the aesthetics of an ESPN, but it looks and feels...

• 1:24John Coogan?

  Good job, guys!

• 1:26Jordi Hays?

  Michael Dell just posted this and said, "Congratulations JP Morgan on opening your new headquarters."

• 1:31John Coogan?

  He sold them all the monitors, because the monitors are Dell monitors. So this is what peak performance looks like, for sure. This is beautiful. This is what the trenches look like.

• 1:40Jordi Hays?

  Mobsters ran rigged poker games at Kylie Jenner's Lux NYC pad while she still owned it. The NBA is very concerned about the multiple arrests made as a result of the FBI's sports gambling raid. Use code MULTIPLEARRESTS for a 30% profit boost on a three-leg parlay with DraftKings, the official gambling partner of the NBA. Snap is in talks to raise at least $1 billion for AR glasses. Multiple investors involved, including Saudi Arabia's Sovereign Wealth Fund.

• 2:08John Coogan?

  Samsung just launched a Vision Pro competitor. The Samsung Galaxy XR is powered by Android XR and it's supposed to be at the Apple Vision Pro level in terms of fidelity, I think. Android's been kind of a better steward to the developer community than Apple. And I think a lot of, a lot of the obvious developer partners that would go and build apps for the Apple Vision Pro are taking a wait and see approach. Why don't you go get the audience first, Apple? Make sure that there's actually 100 million DAUs of this thing, like the iPhone, before I build an app for this.

• 2:43Jordi Hays?

  Speaking of smart devices, Kohler, the toilet manufacturer, is making a new toilet camera that provides health insights based on your bathroom breaks, which is insane because Throne, you know, the startup Throne, is doing this. I thought it was like an insane idea, but at least no one else would go and compete. And then Kohler, you know, obviously a major manufacturer decided, I'm sure they were somewhat inspired by Throne to go get into the game of toilet cameras, health tracking. So we'll see how this plays out. Female spies are waging sex warfare to steal Silicon Valley secrets.

• 3:23John Coogan?

  This has been the meme of like the CCP spy girlfriend. Is this just something where Europe takes two months to get to the current thing on Axe? This is an article that literally just says what Axe was talking about four months ago.

• 3:36Jordi Hays?

  They're saying some of these spies are even marrying and having children with their targets, which is really.

• 3:43John Coogan?

  You know what a good, have you seen The Americans?

• 3:46Jordi Hays?

  Atlas says, geez, I would sure hate for a beautiful Chinese spy to wage sex warfare against me for my production secrets. My production secrets are super important. I would hate for this to happen. Cheddar, it's the TikTok of sports wagering. Unlike other platforms, they allow players under 21 and in 46 ages.

• 4:04John Coogan?

  A16 Z-back double speed lets you control thousands of social media accounts with AI, ensuring they look as human as possible. Quote, never pay a human again.

• 4:14Jordi Hays?

  I think they're trying to position it as this is an alternative to influencer marketing, but it does look and feel more like an influence operation.

• 4:23John Coogan?

  This feels like bot farming. Neer's not really dunking here. Like Neer's just saying A16Z back double speed lets you control thousands of social media accounts with AI. People are calling this like morally lame and impoverished and Bessard Copa says, how so? There are already a million bot farms around the worlds. They wreaked havoc on our elections not so long ago. Shouldn't the best ones be built in America? And pioneer the latest tech and rules to govern it?

• 4:48Jordi Hays?

  Wait, so he's saying they have wreaked havoc on the world, but so we should build it in America? Edgar is bringing real money engagement into free to play sweepstakes. America's number one social casino for slot lovers.

• 5:01John Coogan?

  These are insane.

• 5:03Jordi Hays?

  I can't believe this is real. Bet on your bills, OnlyFans. This is so dark, I can't even.

• 5:10John Coogan?

  What is that?

• 5:10Jordi Hays?

  Bet on your bills with covered. OnlyFans, child support and last night's Uber. Wipe them from your credit card by playing your favorite casino games, all from the comfort of our app. Has six million views on this post and only 292 likes.

• 5:29John Coogan?

  It's so funny that just a, just a quote tweet that's from, from hero thousand faces. That just says societal breakdown gets more likes with 30,000 views.

• 5:39Jordi Hays?

  This is incredible. Double your bills or nothing. The interesting thing is a lot of these kinds of ideas, kinds of apps end up being massive businesses. But you don't typically see.

• 5:49John Coogan?

  Stick to the infrastructure, baby. Go to TurboPuffer, search every byte, serverless vector and full text search. Built from first principles on object storage, fast, 10x cheaper, extremely scalable.

• 6:01Jordi Hays?

  The gummy bear company casually dropping revolutionary battery technology for $25 on, on Amazon. The lightest ever of this capacity and pretending nothing happened is one of the funniest things of all time. So this is a rebo.

• 6:16John Coogan?

  Its weight is 286 grams, just a little bit over what they claim. The capacity is 83 watt hours. The printed, printed on the battery, it says capacity 20,000 milliamp hours.

• 6:28Jordi Hays?

  Oracle just secured a $38 billion debt deal to finance two new data centers. They said they couldn't let them anymore, they shouldn't, but they are not listening. 23 billion will go toward a Texas site and nearly 15 billion towards one in Wisconsin. Just offloaded some data center construction debt to his school teachers. 401K. My father is a retired school teacher, so hopefully.

• 6:54John Coogan?

  He didn't get burned here?

• 6:55Jordi Hays?

  I have to be, he's gonna be a little frustrated with me if that ends up being the case. Experia, they notified its Japanese automotive customers that it may no longer be able to guarantee supply, triggering renewed concern about upheaval at the chipmakers. Never change Masa, this guy rock. SoftBank hunts for humanoid robot startups. SoftBank's Masayoshi Son has long predicted a future where robots would outnumber people and take over many jobs from humans. But some of SoftBank's bets in robotics over the past 10 years, such as robot company Pepper, have not panned out. Now the company is renewing its robot ambitions, particularly in robots that resemble humans.

• 7:33John Coogan?

  Can you imagine?

• 7:34Jordi Hays?

  I think it's probably true that Masa and SoftBank were too early in some of their robotics bets, right? They bet really heavily, you know, a decade ago.

• 7:44John Coogan?

  This feels like a great time to be building in humanoid robots or robots generally. There's a ton of, there's a ton of interesting startups. OneX and there's smaller companies and there's supply chain stuff and it's like, it's one of those things where it's like, are you more worried about being too early or being too late?

• 8:03Jordi Hays?

  The interaction company of California has managed to really break through the noise and deliver a truly novel consumer AI product experience. Dot, dot, dot, nothing important, don't worry about it. Poké.com itself is a fantastic domain and a name for their business and audience. Just skipped over, of course, the.

• 8:21John Coogan?

  Oh, there's like a little bit of criticism in there?

• 8:23Jordi Hays?

  I was criticizing the general sort of like naming convention, but this was an absolutely perfect response. Chef's kiss, a perfect response. Ohio has a new bill that goes far beyond.

• 8:34John Coogan?

  Banning anchor marriage?

• 8:36Jordi Hays?

  Far beyond banning human AI marriage. The measure would define AI systems as non-sentient entities, strip them of any claim to legal personhood, forbid them from owning property, holding financial accounts, controlling IP or acting as company directors.

• 8:51John Coogan?

  So it's basically game on if we get a humanoid. It has no rights in Ohio. So if we take it to Ohio, like the unitary is gonna be sitting there being like, hey guys, why are we going to Ohio?

• 9:03John Coogan?

  You know, I'd love to stay in a different state because I would hate for you to like destroy me and then face no legal consequences because I have no rights in Ohio.

• 9:13Jordi Hays?

  Ohio clearly hasn't read.

• 9:16Jordi Hays?

  Less wrong. Finally, some good news, which is that hedge fund assets hit 5 trillion with most inflows since before the financial crisis.

• 9:27Jordi Hays?

  Great hit, John. Assets in the global hedge fund industry have surged to a record 5 trillion as investors poured money into alternatives and funds posted solid gains.

• 9:35John Coogan?

  Our gong is gifted today. You hear this, right?

• 9:39Jordi Hays?

  Buco Capital, the legend, says, "I'm always so confused when Tesla goes down on earnings as the business performance is completely irrelevant to the price of the stock." They put up over 1.4 billion, I think, of free cash flow as a trillion-dollar company.

• 9:56John Coogan?

  It's pretty bad that Xi Jinping models TikTok as spiritual opium and feels okay selling it to the West in a revenge opium war setup. For Trump, facing the sale of the high-profile app was a populist victory framed around national security. For Xi Jinping, however, the app was a low-cost bargaining chip. He had privately dismissed it as spiritual opium. That makes a ton of sense.

• 10:21Jordi Hays?

  In more important geopolitical news, Justin Bieber is on Twitch. Almost 19 years after we got started, we finally got Bieber. So, never give up. I think my favorite post of the week, it's now been deleted. It was a post that said, "I honestly don't care if I get fired. I was part of the illegal gambling ring with Chauncey Billups and Terry Rose here. My name is Andy Jassy and I work at Amazon." Sora was dethroned in the App Store by Dave's Hot Chicken.

• 10:50John Coogan?

  Play the wham-wham.

• 10:53Jordi Hays?

  And an eagle sound effect for Dave. Their team, I think, is just really cracked because I don't think this is the first time they've like charted number one.

• 11:02John Coogan?

  I think most people think that the Dave's Hot Chicken team is like one notch above the OpenAI team.

• 11:07Jordi Hays?

  In terms of just, you know, product design, growth.

• 11:10John Coogan?

  Yeah, just IQ and strategy.

• 11:14Jordi Hays?

  AI research.

• 11:15John Coogan?

  Research, yeah, these types of things. I think most people think it's sort of like, you know, a hotbed of the best talent in the world.

• 11:23Jordi Hays?

  We had a really fun week. Next week is gonna be wild as well. I think it's gonna be a magnificent week.

• 11:29John Coogan?

  I think so, too.

• 11:29Jordi Hays?

  It's gonna be absolutely magnificent.

• 11:31John Coogan?

  I think it will be magnificent.

• 11:32Jordi Hays?

  And I can't wait to be back. So, have a wonderful Friday, have a wonderful Saturday, have a wonderful Sunday. We'll be counting down the hours until we are going live again on Monday, and thank you for tuning in.

• 11:43John Coogan?

  Goodbye.