00:05:43 Ryan Petersen, founder and CEO of Flexport, discusses the Supreme Court ruling that struck down Trump’s broad tariffs, the uncertainty around potential refunds on $175B collected, and Flexport’s tariff refund calculator to help businesses assess possible reimbursements. 00:19:12 Supreme Court Smackdown 00:26:30 𝕏 Timeline Reactions 00:52:12 WSJ Mansion Section 01:05:10 𝕏 Timeline Reactions 01:08:05 Palmer Luckey is the founder of Oculus VR and Anduril Industries, a defense tech company building autonomous systems and AI-driven military hardware for the U.S. and allies. 01:36:54 Jonathan Gould is a U.S. banking regulatory expert who has served in senior roles at the OCC and advised financial institutions on fintech and bank supervision policy. 01:51:12 Diogo Mónica, General Partner, Haun Ventures, discusses building the first federally chartered crypto-native bank in the U.S., the difficulty of securing a charter, and the rise of tech-driven banking infrastructure. 02:00:33 Joe Lonsdale, co-founder of Palantir and managing partner at 8VC, argues that low-end SaaS companies without moats are vulnerable, while AI-forward, system-of-record incumbents are positioned to thrive. 02:08:55 John Shahidi, co-founder of Happy Dad, discusses 31% YoY growth in January, strong in-store marketing strategy, and shifting drinking habits among younger consumers toward lighter beverages. 02:24:32 Will Bruey, CEO of Varda Space Industries, discusses recent capsule landings, annual hardware upgrades, and the near-term focus on bio-manufacturing in microgravity. 02:32:00 Sam Levenback of X-energy discusses high-temperature gas-cooled reactors, partnerships with Dow and Amazon, and rebuilding the U.S. nuclear supply chain for AI-driven energy demand. 02:46:12 Alex Heath is author of the Sources newsletter and co-host of Vox Media's Access podcast. He regularly covers AI, Silicon Valley, social media, and Big Tech. He was previously a deputy editor at The Verge. 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