# TML Inkling, California Forever?, TSMC Capex | David Baszucki, Everett Randle, Eric Glyman, Jordan Black Page: https://stenobird.com/podcast/tbpn-7037852/tml-inkling-california-forever-tsmc-capex-david-baszucki-everett-randle-eric-glyman-jordan-black Text version: https://stenobird.com/podcast/tbpn-7037852/tml-inkling-california-forever-tsmc-capex-david-baszucki-everett-randle-eric-glyman-jordan-black.md Podcast: [TBPN](https://stenobird.com/podcast/tbpn-7037852) Published: 2026-07-16T20:25:51+00:00 Episode link: https://share.transistor.fm/s/39bf1d0a Audio file: https://media.transistor.fm/39bf1d0a/f7df3c6b.mp3 Processing state: not_requested JSON: https://stenobird.com/v1/public/podcasts/tbpn-7037852/episodes/tml-inkling-california-forever-tsmc-capex-david-baszucki-everett-randle-eric-glyman-jordan-black Duration seconds: 7183 ## Resource (01:38) - TML Inkling (11:31) - š¯•¸ Timeline Reactions (15:15) - California Forever? (17:27) - TSMC Capex (18:32) - Everett Randle is a general partner at Benchmark, where he invests in AI, enterprise software, and frontier technology companies. Before joining Benchmark, he was a partner at Kleiner Perkins and previously invested at Founders Fund, BOND, and Vista Equity Partners, backing companies including Anthropic, Rippling, Flock Safety, SpaceX, and Chainguard. (48:32) - Eric Glyman is the co-founder and Co-CEO of Ramp, the AI-powered finance automation platform helping businesses manage spending, accounting, procurement, and corporate cards. Previously, he co-founded Paribus, which was acquired by Capital One, and is known for building software that helps companies save both time and money through automation. (01:07:19) - š¯•¸ Timeline Reactions (01:16:36) - Jordan Black is the co-founder and CEO of Senra Systems, a company applying AI and advanced software to modernize precision manufacturing for aerospace and defense. He focuses on building automated, software-defined factories that dramatically accelerate the production of complex, high-performance components for the next generation of industrial and defense technologies. (01:28:29) - David Baszucki is the co-founder and CEO of Roblox, the online platform where users create, share, and play millions of interactive 3D experiences. An engineer and longtime software entrepreneur, he previously co-founded Knowledge Revolution and has led Robloxā€™s growth into one of the worldā€™s largest gaming and creator platforms. 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.figmaā€¦ ## Actions - request_transcript: `POST https://stenobird.com/v1/public/podcasts/tbpn-7037852/episodes/tml-inkling-california-forever-tsmc-capex-david-baszucki-everett-randle-eric-glyman-jordan-black/transcription-requests` ā€” Idempotently request low-priority transcript generation for this episode. - read_markdown: `GET https://stenobird.com/podcast/tbpn-7037852/tml-inkling-california-forever-tsmc-capex-david-baszucki-everett-randle-eric-glyman-jordan-black.md` ā€” Read the agent-friendly Markdown representation of this episode resource. A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed. ## Transcript Full transcripts are not published on public pages unless there is a clear rights basis.