TBPN

Dylan Field, co-founder and CEO of Figma, leads the company through product expansion including Figma Make and platform integrations. He discusses recent strong earnings and rapid product growth. Conversation covers the shift to visual-first design workflows, why taste and curation become competitive moats, and how AI fits into short-lived versus long-lived creative work.

Ljubisa Bajic, chip designer and CEO of Taalas, on embedding AI models into silicon for millisecond inference. Erik Palitsch, Freeform CEO, on Skyfall laser‑melting for mission‑critical parts. Peter Morales, Code Metal CEO, on compiling high‑level code to hardware‑optimized systems. Dylan Field, Figma CEO, on 2025 growth and Figma Make. Saagar Enjeti, journalist, on tech’s effects on kids. Sigil Wen on Web 4.0 and autonomous AI agents.

A rapid tour of the AI lab landscape, from neo labs and trad labs to sovereign and dark research groups. They map multimodal and robotics-focused companies and debate funding, hardware, and safety tradeoffs. Coverage also includes Robinhood’s retail route into private startups, Blue Origin versus SpaceX drama, and the GLP-1 rumors shaking hedge fund floors.

Evan Spiegel, Snap CEO reshaping camera AI and subscription features. Travis Brashears, laser/SpaceX founder building pluggable optical transceivers. Sohail Prasad, fund founder offering public access to private tech. Freddie deBoer, writer betting on measured AI economic impacts. Blake Dodge, journalist covering optimistic tech narratives and California wealth tax flight. Tyler Cosgrove, mapmaker who organized Neo Lab taxonomies and AI lab categories.

They unpack Cournot-style competition and how oligopolies shape AI labs' supply choices. The conversation jumps to inference economics, margins, and who pays for frontier access. Big hardware moves get attention with Micron’s massive memory gamble. Hollywood drama and synthetic likeness disputes surface alongside open-source model dynamics and safety concerns.

Reed Duchscher, Night Media founder scaling creator management; Ankur Goyal, CEO of Braintrust on AI observability; Celine Halioua, Loyal CEO making longevity drugs for dogs; Haseeb Qureshi, Dragonfly partner on crypto meets AI; Spenser Skates, Amplitude CEO who took his analytics firm public; Jon Caramanica, NYT pop critic on viral music. They debate Cournot-style AI dynamics, Micron’s big memory bet, Hollywood vs Seedance 2.0, and viral music mechanics.

A rapid rundown of Anthropic’s mammoth $30B Series G and the eyebrow-raising valuation behind it. A spirited debate on which business moats can survive AI-driven, near-zero-cost coding. Predictions on how robotics and agentic automation could reshape industries over years. A quirky detour into luxury home security and odd internet-era cultural pivots.

Brett Adcock, founder of Figure AI building humanoid robots with dexterous hands. Alex Bouzari, CEO of DDN tackling large-scale AI data infrastructure. Connor Hayes, product lead for Threads shaping creator tools like Dear Algo. Martin Shkreli, investor using network data and AI to estimate VC positions. They discuss Anthropic’s huge raise, AI infrastructure and data centers, robotics deployment strategies, creator growth, and VC investment moves.

Quick takes on a viral AI primer and why getting hardware and paid tiers early matters. A deep dive into Anthropic’s headline-grabbing funding and its power and data center implications. A breakdown of Paramount’s bold move against a major studio deal and the messy regulatory stakes. A scandal over influencer marketing, deepfakes, and moderation challenges in video AI.

Andrew Huberman, neuroscientist and science communicator, briefs on sleep, caffeine, peptides, and wellness. Todd McKinnon, Okta CEO, explains identity and security for AI agents. David Risher, Lyft CEO, covers growth, Waymo partnership, and autonomous rollouts. Joon Sung Park, Simile CEO, describes human-behavior simulations for enterprises. Matthew Zeitlin, energy reporter, examines data centers’ grid impact. Bryan Johnson, entrepreneur, outlines his Blueprint longevity regimen.