← All episodes

Never Doubt Larry, Fertilizer Crisis, The Guptinator Targets $1B, Replit raises $400M (Amjad Joins)

| 44 products mentioned
TBPN TBPN host

Recommendations (8)

Mercedes-Benz VLE recommends

"this has 434 mile range, so no range anxiety on those long family trips. This is amazing. I love it."

TBPN · ▶ 1:59:29

Claude Code

"we spent December and the holidays like playing with the tools playing with Claude Code playing with goose"

Owen Jennings · ▶ 1:37:20

Slack
Slack uses

"there's a we have a slack integration so I can just at builderbot and say like hey fix the spacing on this screen in cash app"

Owen Jennings · ▶ 1:40:51

Snowflake
Snowflake uses

"then we have MCPs into all of the tools that we use. So into into Snowflake, into um into Tableau"

Owen Jennings · ▶ 1:45:44

Tableau
Tableau uses

"then we have MCPs into all of the tools that we use. So into into Snowflake, into um into Tableau, into Gmail"

Owen Jennings · ▶ 1:45:47

Google Calendar

"So into into Snowflake, into um into Tableau, into Gmail, Calendar, Docs"

Owen Jennings · ▶ 1:45:50

"So into into Snowflake, into um into Tableau, into Gmail, Calendar, Docs"

Owen Jennings · ▶ 1:45:51

"for example we utilize a lot of Gemini flash which is like a great model at like code search at like design"

Amjad Masad · ▶ 2:10:50

Mentioned (36)

Oracle
Oracle "Oracle had earnings yesterday and it was an absolute blowout. The stock's up 10%." ▶ 6:09
AWS
AWS "You're basically gonna try to build AWS in like two years." ▶ 7:11
Azure
Azure "They have AWS, Azure and GCP. They have true cloud platforms." ▶ 8:32
GCP
GCP "They have AWS, Azure and GCP. They have true cloud platforms." ▶ 8:32
OpenAI
OpenAI "OpenAI does not yet. Meta does not yet. Meta is a hyperscaler like they build huge data centers." ▶ 8:37
ChatGPT
ChatGPT "OpenAI came out with ChatGPT and the numbers were just like insane. It was like 20 million users ..." ▶ 10:19
GPT-5
GPT-5 "Once GPT-5 came out the reasoning models became much higher usage rates." ▶ 12:43
Codex
Codex "The open clause the Codex and the Claude codes that all did another 10x in token volume." ▶ 12:50
Claude
Claude "The open clause the Codex and the Claude codes that all did another 10x in token volume." ▶ 12:50
Gemini
Gemini "Gemini is at 22%. Meaning that the number of times people are showing up in a month is like twice..." ▶ 1:20:46
Chrome
Chrome "the only three apps that show what we call a smile curve meaning that users come back over time a..." ▶ 1:21:35
TikTok
TikTok "the dopamine, you know, doom scrolling through cat videos like TikTok, Instagram all have this do..." ▶ 1:22:40
Anthropic
Anthropic "what I call like quasi publiclix. You could go public. You just choose to stay private. I would p..." ▶ 1:27:37
Revolut
Revolut "what I call like quasi publiclix. You could go public. You just choose to stay private. I would p..." ▶ 1:27:37
Ramp
Ramp "what I call like quasi publiclix. You could go public. You just choose to stay private. I would p..." ▶ 1:27:38
Ineos Grenadier "sort of like what the Ineos Grenadier did, BMW would be shackled with the copycat moniker" ▶ 1:58:00
VW ID Buzz "the other electric van that's been recently released but not done as well is the the revival of t..." ▶ 1:59:21
Ford Mustang
Ford Mustang "good to see some news that the Mustang will remain manual at least for the foreseeable future whi..." ▶ 2:00:49
Duo Security "He he we knew him from Duo Security, a previous investment index had made." ▶ 2:21:14
Afterpay
Afterpay "across our brands which are Square, Cash App, Afterpay, Title, so on and so forth." ▶ 1:31:46
Venmo
Venmo "Venmo already has this thing on lock. This doesn't make any sense." ▶ 1:33:23
Opus 46 "things just fundamentally changed and it and it was with Opus 46 and it was with codex 53" ▶ 1:36:40
Codex 53 "things just fundamentally changed and it and it was with Opus 46 and it was with codex 53" ▶ 1:36:43
Stripe
Stripe "we're increasingly looking at how much money people are generating when they're building a busine..." ▶ 1:44:10
Sierra
Sierra "I'm sure y'all are seeing what Sierra and Decagon and and folks are are doing" ▶ 1:44:29
Decagon
Decagon "I'm sure y'all are seeing what Sierra and Decagon and and folks are are doing" ▶ 1:44:31
Joe Rogan
Joe Rogan "you're one of the few tech CEOs that you've been on Joe Rogan, right?" ▶ 2:04:48
Mercedes
Mercedes "I saw you guys talking about Mercedes. Mercedes is a customer. No way. Like it's really mind-blow..." ▶ 2:06:02
PayPal
PayPal "you know fintech PayPal plaid is a customer I really can't think hotels I can't think of anything..." ▶ 2:06:14
Plaud
Plaud "you know fintech PayPal plaid is a customer I really can't think hotels I can't think of anything..." ▶ 2:06:16
Ithaca Holdings "they are out raising up to a billion dollars, at least a billion dollars for a new company called..." ▶ 2:15:36
Wiz
Wiz "fun day today with with Whiz closing. So you get a second opportunity to take another victory lap" ▶ 2:17:14
Odalum "Which is a company called Odalum and it was acquired by Microsoft." ▶ 2:18:33