TBPN

Shyam Sankar, Palantir CTO focused on defense tech, joins Gili Raanan, Cyberstarts founder and cyber investor, Anna Patterson, Ceramic AI founder and ex-Google engineering leader, and Jake Loosararian, Gecko Robotics co-founder building climbing inspection robots. They dive into AI side quests, software PE debt cliffs, SF housing mania, ultra-cheap AI search, cyber arms races, and robots reshaping industry.

AI takes on dog cancer through personalized biotech and boundary-pushing treatment ideas. The conversation swings to Nvidia, AGI, and why software agents could spark a huge compute boom. There is also chatter about bargain Macs, Meta’s giant infrastructure bets, and the Timothée Chalamet opera backlash.

Carina Hong, MIT-trained math founder of Axiom Math, joins Drew Oetting, 8VC investor, Tony Zhao, Sunday Robotics CEO, Paul Conyngham, AI consultant, and Kevin Espiritu, Epic Gardening founder. They dig into AI tackling a dog’s cancer, household robots in real homes, math reasoning with verification, Oscars reactions, and how AI could reshape commerce and the arms race.

A rapid rundown of tall poppy syndrome and how cultural forces shape who gets celebrated in tech. Discussion of internal moves at XAI, ByteDance obtaining Blackwell chips, and what that means for model training. A leaked self-driving venture rumor and industry hiring drama spark debate. Lighter segments cover viral Japan clips, luxury custom aquariums, and an Aspen mansion listing.

Travis Kalanick, entrepreneur who built Uber and CloudKitchens, talks real-estate moats, robotics, and industrial automation. Gustav Söderström, Spotify Co-CEO, discusses AI DJs, generative music, and social listening. Tim Cadogan, GoFundMe CEO, covers pandemic fundraising, AI coaching, and donor verification. Nikesh Arora, Palo Alto Networks CEO, explores M&A-driven platform builds and AI-era cybersecurity challenges.

Travis Kalanick, serial entrepreneur and former Uber CEO now leading Atoms (formerly City Storage Systems), talks about building stealth infrastructure for prepared food and expanding into physical AI. He discusses real estate-backed automation, specialized wheel-based robots, capital as a competitive tool, and why mining, restaurants, and construction are core arenas for robotics and automation.

Alex Karp, Palantir CEO and commentator on AI and national security, weighs in on how AI could displace white-collar work and spark political backlash. He discusses why hybrid software-plus-people models win, how vocational training and neurodivergent skills matter, and what the U.S. must do to stay competitive in an AI-driven geopolitical landscape.

Alex Karp, Palantir co-founder and CEO, on AI, national security, and Palantir’s hybrid deployment model. Dan Ives, Wedbush tech analyst, on market implications and NVIDIA’s AI role. Eric Brock, Ondas CEO, on drone and autonomous systems infrastructure. Casey Lane, Teton Ridge CEO, on rodeo media and video analytics. Ted Mabrey, Palantir commercial lead, on forward-deployed engineering and AI-driven delivery.

They dig into Oracle’s blowout quarter, cloud capacity plans, and GPU economics driving AI compute demand. A nostalgic look back at Larry Ellison’s 1997 Vanity Fair profile and his family’s media and AI bets comes next. Conversations touch on studio consolidation, AI-written scripts, a global fertilizer shortage, and a major oil reserve release to calm markets.

Mike Blue, CEO of HistoSonics, explains noninvasive ultrasound surgery and FDA milestones. Amjad Masad, founder of Replit, unveils Agent 4, canvas features, and a $400M raise. Owen Jennings from Block breaks down Cash App’s functionalization and AI-driven org changes. Apoorv Agrawal of Altimeter discusses winner-take-most dynamics in consumer AI and durability metrics.