{"podcast":{"title":"TBPN","slug":"tbpn-7037852","podcast_index_feed_id":7037852,"rss_url":"https://feeds.transistor.fm/technology-brother","website_url":"https://tbpn.com","image_url":"https://img.transistorcdn.com/JKCXKMFC8DxrWx6hOFD_HdcDjLAqNP3rWp-35R-vubg/rs:fill:0:0:1/w:1400/h:1400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9iYWQ5/N2FkMzQ2MGY4Zjg5/ZDczMGExMTA5NjEz/Y2MyMC5wbmc.jpg","author":"TBPN Corp","episode_count":629,"summary":"TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays from 11–2 PT on X and YouTube, with full episodes posted to Spotify immediately after airing. Described by The New York Times as “Silicon Valley’s newest obsession,” TBPN has interviewed Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella. Diet TBPN delivers the best moments from each episode in under 30 minutes.","last_synced_at":"2026-08-01T10:18:26.617622+00:00","page_url":"https://stenobird.com/podcast/tbpn-7037852"},"episode":{"title":"Leopold is Back! Big Tech Earnings, Defense Tech Deep Dive | Richard Craib, Trae Stephens, Blake Resnick","slug":"leopold-is-back-big-tech-earnings-defense-tech-deep-dive-richard-craib-trae-stephens-blake-resnick","published_at":"2026-07-31T20:12:15+00:00","page_url":"https://stenobird.com/podcast/tbpn-7037852/leopold-is-back-big-tech-earnings-defense-tech-deep-dive-richard-craib-trae-stephens-blake-resnick","show_page_url":"https://stenobird.com/podcast/tbpn-7037852","url":"https://share.transistor.fm/s/975a6b11","audio_url":"https://media.transistor.fm/975a6b11/29d7a26d.mp3","summary":"(00:27) - Leopold is Back! (29:21) - Big Tech Earnings (32:45) - Richard Craib is a mathematician, AI researcher, and founder of Numerai, an AI-driven quantitative hedge fund. Richard Craib discusses the distinction between genuine alpha and returns driven by concentrated risk, arguing that disciplined diversification, mathematical risk management, and sustainable long-term investing matter more than short-term gains or investor hero worship. (01:00:15) - Trae Stephens, co-founder of Anduril and general partner at Founders Fund, discusses volatile venture valuations, responsible fundraising, and the evolving defense-tech ecosystem. He also covers Anduril’s autonomous aircraft and rapid manufacturing expansion, the case for mandatory civil service, and Founders Fund’s investment strategy. (01:34:39) - Blake Resnick, founder and CEO of public-safety drone company BRINC, discusses the company’s $125 million capital raise and tours its drones, recharging pods, R&D facilities, and factory. He explains BRINC’s plans to deploy autonomous emergency-response drones nationwide, its strategic partnership with Motorola Solutions, and opportunities for innovation across the domestic drone supply chain. (01:53:47) - 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 ht…","meta_description":"(00:27) - Leopold is Back! (29:21) - Big Tech Earnings (32:45) - Richard Craib is a mathematician, AI researcher, and founder of Numerai, an AI-driven qua…","key_points":[],"chapters":[],"topics":[],"duration_seconds":7087,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/tbpn-7037852/episodes/leopold-is-back-big-tech-earnings-defense-tech-deep-dive-richard-craib-trae-stephens-blake-resnick/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/tbpn-7037852/leopold-is-back-big-tech-earnings-defense-tech-deep-dive-richard-craib-trae-stephens-blake-resnick.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}