TBPN

A biotech stealth startup lands a $2 billion buyout. AI in pharma gets attention for speeding paperwork and trials. There is also a legal clash between Anthropic and the Pentagon, plus fresh IPO buzz. Then the conversation jumps to OpenAI ads, Apple’s AI assistant shake-up, a famous JFK penthouse sale, and over-the-top ski house social scenes.

Billy Boman, AI visual creator and educator, talks AI commercials, music videos, and why taste beats prompt tricks. Benjamin Miller, Fundrise co-founder, gets into publicly tradable private tech investing. Anvisha Pai, Moda founder, explores editable AI design tools. Ryan Tseng, Shield AI co-founder, covers autonomous aircraft and simulation. Plus: a $2B allergy drug deal, ChatGPT ads, and mansion mania.

Nima Jilali, former pro snowboarder and founder of Salt & Stone, shares his path from filming snowboard parts to building a premium body care brand. They get into launching with sunscreen, turning deodorant into a breakout hit through product obsession, staying profitable from day one, scaling with a lean remote team, retail growth, global expansion, and building a lasting brand.

Arm’s massive move from licensing designs to selling its own chips leads the conversation. The discussion also turns to a political push against AI datacenters and the global stakes behind it. Then attention shifts to a courtroom loss for Meta and YouTube, with product design, addiction claims, and Section 230 all in the spotlight.

Eric Goldman, internet law scholar; Nima Jalali, ex-pro snowboarder turned skincare founder; Jon McNeill, former Tesla and Lyft operator; Karri Saarinen of Linear; Mikey Shulman of Suno; and Zach Perret of Plaid join for big swings in tech and policy. They dig into social media liability, AI era software workflows, creative AI tools, agentic finance, Elon’s operating playbook, Arm’s CPU push, and calls to pause data centers.

A spicy debate about whether a famous venture firm can ever escape the shadow of the Uber fallout. Speculation on OpenAI folding Sora into ChatGPT and why AI video never became the social juggernaut people expected. Plus Fiverr’s AI-director gamble, a weird airline lie-flat workaround, and buzz that a SpaceX IPO could expose xAI’s economics.

Mike Knoop, Zapier co-founder and ARC Prize builder, joins Nathan Benaich, AI investor behind Air Street, Rohin Dhar, Bay Area real estate adviser, Eric Jorgenson, author of The Almanack of Naval Ravikant, plus PEAK6 leaders Jenny Just and Matt Hulsizer. They get into Benchmark’s identity crisis, Sora’s fate, SpaceX IPO rumors, China drama around Manus, San Francisco housing shifts, and how Apex rose from a broken clearing firm.

A rapid tour through the peptide fight, framed around risk, anecdotes, and gray-market tension. Then the spotlight shifts to rumors about Apple’s next leader and the management drama around a Vision Pro and AirPods mix-up. It also hits OpenAI’s reported $1B nonprofit spending, Meta’s AI reshuffle, and the geopolitics of EV batteries.

Sarah Guo, AI investor at Conviction, joins Casey Handmer, ex NASA physicist building synthetic fuels, Ryan Petersen of Flexport, Chase Lochmiller of Crusoe, and more frontier tech builders. They dig into Apple succession drama, OpenAI’s billion-dollar nonprofit plans, AI’s hunger for power, tariff-fueled logistics chaos, nuclear fuel bottlenecks, lunar infrastructure, and home batteries for the grid.

Max Marchione, a healthcare founder at Superpower, faces Martin Shkreli, a controversial former pharma executive, in a sharp peptide showdown. They spar over BPC-157, retatrutide, gray-market sourcing, compounding, off-label use, and whether anecdotes should challenge gold-standard trials. The real tension is access versus control, and whether regulation should bend or hold firm.