00:06:53 NVIDIA Earnings Recap 00:14:50 NVIDIA Earnings: 𝕏 Timeline Reactions 00:23:48 𝕏 Timeline Reactions with John Palmer 01:05:18 𝕏 Timeline Reactions 01:18:45 Sammy Azdoufal exposes major DJI Romo vacuum security flaw affecting 7,000 devices. 01:31:42 Kenn Ricci on building Flexjet from a $27,500 charter acquisition. 02:01:39 Howard Marks on market cycles and contrarian investing. 02:38:03 Demi Guo introduces Pika’s “AI selves” for personalized, always-on avatars. 02:45:27 Yash Patil on enterprise-specific AI agents and continual learning systems. 02:53:27 Scott Morton on Revel’s $150M raise to modernize hardware control software. 03:00:32 Fan-Yun Sun on Moonlake AI’s interactive AI-generated worlds. 03:07:26 Adam Draper on backing deep-tech founders building frontier innovation. 03:32:54 Google’s Nano Banana 2 03:37:34 Block Cuts 20% of Workforce 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