05:25 H200 Exports Resume 12:17 China-Linked AI Chip Smuggling 19:40 Joe Weisenthal, executive editor at Bloomberg and co-host of Odd Lots, analyzes the Fed’s recent 25 bps cut, noting internal discord: two dissenters wanted no cut, one wanted a deeper cut. He discusses how aggressive short-term cuts could raise long-term yields via inflation expectations, potentially undermining stimulus efforts. 39:17 Warner Deal Drags 48:26 Meta AI Chafe Gate 01:04:01 Ben Smith, co-founder and editor-in-chief of Semafor and former media columnist at The New York Times, reflects on his career shaping digital journalism at Politico, BuzzFeed News, and now Semafor. 01:45:40 Matt Hicks, President & CEO of Red Hat, discusses expanding beyond RHEL into OpenShift, Ansible, and Red Hat AI, emphasizing smaller, open-source enterprise models over massive frontier systems. He reflects on open-source culture and his two decades at Red Hat. 02:05:55 Stephen Schwartz, CEO of WAP, outlines the company’s rapid scaling—requiring $1B+ in annual added earnings to maintain 50% growth. He details global expansion, a new Micro One partnership, and deeper AI integration to simplify operations for business users. 02:25:43 𝕏 Timeline Reactions 02:33:59 Saam Motamedi, General Partner at Greylock, discusses the venture landscape consolidating toward fewer high-commitment firms. He highlights AI-driven reinvention of enterprise software—new pricing, interfaces, and data models opening opportunity for startup disruption. 02:46:05 Nicholas Kelez, CEO/CTO of xLight, explains efforts to build the world's most powerful free-electron lasers to transform chip lithography. He highlights Pat Gelsinger's strategic role and a $150M U.S. Commerce LOI accelerating prototype and commercial development. 02:53:14 Antoine Tessier, CEO of duPont REGISTRY Group, announces duPont REGISTRY Live—a 100% sell-through, 14-day-return auction platform. He discusses a $34M raise and expansion of their Nashville facility, as well as luxury car market growth toward a projected $220B in a decade. 03:01:50 Filip Kaliszan, CEO & co-founder of Verkada, discusses AI-enhanced physical security for enterprises, schools, and governments. Verkada now serves 30,000+ customers and 100 Fortune 500 companies, emphasizing on-device processing, nonprofit pricing, and future IPO considerations. 03:19:21 𝕏 Timeline Reactions TBPN.com is made possible by: Ramp - https://ramp.com Figma - https://figma.com Vanta - https://vanta.com Linear - https://linear.app Eight Sleep - https://eightsleep.com/tbpn Wander - https://wander.com/tbpn Public - https://public.com AdQuick - https://adquick.com Bezel - https://getbezel.com  Numeral - https://www.numeralhq.com Attio - https://attio.com/tbpn Fin - https://fin.ai/tbpn Graphite - https://graphite.dev Restream - https://restream.io Profound - https://tryprofound.com Julius AI - https://julius.ai turbopuffer - https://turbopuffer.com fal - https://fal.ai Polymarket - https://polymarket.com/ Privy - https://privy.io Cognition - https://cognition.ai Gemini - https://gemini.google.com 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