Hill & Valley Gigastream, Apple's Next CEO, OpenAI's Non-Profit | Scott Nolan, Sarah Guo, Casey Handmer, Shaun Maguire, Delian Asparouhov, Zach Dell, Ryan Petersen, and Chase Lochmiller
TBPN
Delian Maps the Lunar Infrastructure Stack
Delian Asparouhov describes Jared Isaacman’s moon agenda, Varda’s space pharma milestones, and the infrastructure layers needed for a real orbital economy.
Sign up for TBPN’s daily newsletter at TBPN.com
- (06:46) - Who Won The Great Peptide Debate
- (13:57) - Ternus Steps Into Apple Spotlight
- (34:12) - TBPN Featured in Fast Company
- (39:11) - OpenAI's Non-Profit to Spend $1B in 2026
- (40:59) - 𝕏 Timeline Reactions
- (50:52) - Chase Lochmiller is the co-founder and CEO of Crusoe, an energy and computing company that uses stranded natural gas to power data centers and AI workloads. He focuses on aligning energy production with high-performance computing demand, turning wasted resources into infrastructure for machine learning and cloud services.
- (01:06:04) - Ryan Petersen is the founder and CEO of Flexport, a global logistics and freight forwarding company using software to modernize supply chains. He is known for his hands-on leadership style and for bringing transparency, data, and real-time visibility to international shipping and trade.
- (01:20:49) - 𝕏 Timeline Reactions
- (01:23:28) - Scott Nolan is the founder and CEO of General Matter, a company focused on advanced materials and next-generation industrial technologies. He previously was a partner at Founders Fund, where he invested in frontier sectors like aerospace, defense, and manufacturing, and continues to focus on building technically ambitious companies with long-term impact.
- (01:35:19) - Sarah Guo is the founder of Conviction, a venture firm focused on AI-native companies. She was previously a general partner at Greylock, where she led investments in companies like Figma, and is known for backing founders building across the AI stack—from infrastructure to applications.
- (01:48:41) - 𝕏 Timeline Reactions
- (01:55:39) - Casey Handmer is the co-founder and CEO of Terraform Industries, a company focused on producing low-cost synthetic fuels using renewable energy. A former physicist at NASA’s Jet Propulsion Laboratory, he writes extensively on energy, climate, and industrial systems, with an emphasis on scaling technologies that enable abundant clean energy.
- (02:04:42) - Shaun Maguire is a partner at Sequoia Capital focused on early-stage investments in AI, infrastructure, and frontier technologies. He previously founded Expanse, a cybersecurity company acquired by Palo Alto Networks, and is known for backing technically ambitious founders and writing about geopolitics, defense, and the future of software.
- (02:19:09) - 𝕏 Timeline Reactions
- (02:24:13) - Delian Asparouhov is a partner at Founders Fund focused on frontier technologies, including aerospace, defense, and advanced manufacturing. He previously co-founded Varda Space Industries, which builds space-based manufacturing infrastructure, and works closely with companies pushing the boundaries of hardware and national security tech.
- (02:36:44) - Zach Dell is the co-founder and CEO of Base Power, a company building distributed battery systems to stabilize the electrical grid and provide backup power to homes. He previously worked in venture capital at Thrive Capital and focuses on applying software and capital to modernize energy infrastructure.
TBPN.com is made possible by:
Ramp - https://Ramp.com
AppLovin - https://axon.ai
Cisco - https://www.cisco.com
Cognition - https://cognition.ai
Console - https://console.com
CrowdStrike - https://crowdstrike.com
ElevenLabs - https://elevenlabs.io
Figma - https://figma.com
Fin - https://fin.ai
Gemini - https://gemini.google.com
Graphite - https://graphite.com
Gusto - https://gusto.com/tbpn
Kalshi - https://kalshi.com
Labelbox - https://labelbox.com
Lambda - https://lambda.ai
Linear - https://linear.app
MongoDB - https://mongodb.com
NYSE - https://nyse.com
Okta - https://www.okta.com
Phantom - https://phantom.com/cash
Plaid - https://plaid.com
Public - https://public.com
Railway - https://railway.com
Restream - https://restream.io
Sentry - https://sentry.io
Shopify - https://shopify.com/tbpn
Turbopuffer - https://turbopuffer.com
Vanta - https://vanta.com
Vibe - https://vibe.co
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
The AI-powered Podcast Player
