TBPN

Adam Bry, Skydio CEO — leads U.S. drone maker on autonomy, public-safety drones, and scaling factories. Jared Isaacman, entrepreneur and commercial astronaut — talks space policy, NASA collaboration, and private missions. Scott Kupor, a16z managing partner — discusses venture and industry roles in space. Dean Ball, former White House AI adviser — explores balanced AI regulation, oversight design, and national-security risks.

They debate Netflix’s evolving strategy after the Warner/Paramount deals and what licensing moves might follow. The conversation covers Ellison’s big Hollywood bet and the long game for legacy IP. Tech and AI topics pop up, from enterprise adoption hurdles to new model drops. There’s also a lavish Zuckerberg mansion story, a billionaire wealth tax proposal, and a bizarre pulsed-weapon research anecdote.

Featuring Dr. Felix Ejeckam, CEO of Akash Systems (diamond-cooled GPU thermal tech); James Everingham, CEO of Guild AI (AI agent control plane); Nik Seetharaman, founder of Wraithwatch (autonomous cyber defense); Gokul Rajaram, tech exec and investor; Ken Burns, legendary documentary filmmaker; Matthew Belloni, media business veteran. They discuss AI hardware cooling, agent governance, autonomous cyber defense, Hollywood’s shifting economics, and documentary craft.

A rapid rundown of the U.S. halt on Anthropic tech and which agencies face six-month phase-outs. A deep dive into contract disputes over surveillance and autonomous weapons. Coverage of Paramount’s successful Warner deal and the messy licensing fallout. Discussion of Block’s layoffs and whether AI drove cuts. Wraps with OpenAI’s massive $100B+ funding round and who backed it.

Ben Thompson, Stratechery founder and tech policy analyst, discusses AI, alignment, and national security risks. James Beshara, entrepreneur behind Magic Mind, shares his shift from software to CPG and product lessons. John B. Quinn, top business litigator, explains the Supreme Court tariff ruling and legal remedies. Michael Grinich, WorkOS CEO, covers enterprise integrations and AI tooling. Adam Simon explores immersive, personalized IRL experiences.

Ben Thompson, technology analyst and Stratechery author, weighs in on AI’s clash with state power and surveillance. He discusses comparisons to nuclear proliferation, the geopolitics of Taiwan and chip supply chains, and why legal and political remedies matter more than private resistance. Short, sharp conversations about military leverage, industry-government ties, and the limits of corporate autonomy.

Nvidia’s massive quarter and surprising stock move lead discussions about supply, energy limits, and wafer capacity. Debate centers on whether AI will add revenue or displace existing software. Corporate moves include Paramount’s winning bid and Block’s major headcount cuts. Short takes cover crypto liquidity rumors, Burger King’s AI headset trial, and trends in engineering hiring amid AI tooling.

Adam Draper, venture investor in hard-tech funding. Doug Bernauer, Radiant Nuclear exec building small reactors. Yash Patil, CEO building enterprise agent workforces. Howard Marks, contrarian investor on market cycles. Kenn Ricci, aviation entrepreneur who scaled fractional ownership. Sammy Azdoufal, security researcher who found a mass-exposure bug in DJI vacuums. They cover nuclear manufacturing, enterprise agent training, market psychology, fractional aviation history, and a major vacuum-security vulnerability.

A fast rundown of contested AI adoption numbers and how surveys may misread real use. A look at who pays for data center power and why communities worry. Discussion of concentrated AI funding, potential mega IPOs, and shrinking public floats. Debate over shifting safety stances at major labs and real-world jailbreaks that expose risks. Quick takes on new AI agents and a surprising crypto investment.

Michael Manapat, cofounder of Rowspace, builds AI for asset managers using proprietary data. Ben Lerer, Lerer Hippeau partner, explores AI-driven studios reshaping film production. Maxwell Meyer, Arena Magazine founder, discusses a spy-and-space themed print issue. Doug O'Laughlin of SemiAnalysis breaks down GPU shortages and semiconductor shifts. Marc Benioff, Salesforce CEO, talks AI agents and enterprise adoption.