01:47 Anduril Laptop 17:16 Apple Unveils New Macbook Pro 21:12 𝕏 Timeline Reactions 22:54 OpenAI Announces Three New Discoveries 36:51 Anthropic Founders Can Name Secret Successors 39:23 China's AI Bubble is Already Bursting 43:34 AI Startup Dating Show Goes Viral 47:57 DoorDash + Instacart 54:24 Harley-Davidson's Electric Motorcycle Stalls 59:57 Miles Arnone discusses his role as co-founder and CEO of Rebuild Manufacturing, a 2,000-person company restoring U.S. industrial capacity through engineering, domestic production, and new hard-tech ventures. He outlines Rebuild’s acquisition strategy, advances in affordable drone and vehicle manufacturing, skepticism toward overreliance on robotics, and a $2.1 billion fundraise led by JPMorgan Chase and General Catalyst. 01:12:43 Rahul Sengottuvelu discusses Ramp’s expansion into AI-powered financial and software automation as the company’s CTO. He introduces Inspect, a secure, collaborative, multi-model coding agent designed to handle complex codebases, integrate with company systems, and give finance teams visibility and control over AI spending. 01:21:12 Gavin Baker discusses the accelerating adoption and strong economics of AI, emphasizing Anthropic’s diversified customer base, surging demand for compute, and the transformative potential of AI agents. The Atreides Management managing partner also shares his optimistic investment outlook on infrastructure, biology, energy, and broader public participation in the AI economy. 02:02:40 𝕏 Timeline Reactions TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com/ Codex - http://openAI.com/codex Follow TBPN: https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/tbpn/id1772360235 https://www.youtube.com/@TBPNLive