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Wednesday, November 5th

00:05:46 Isaacman Back in Cockpit at NASA 00:25:59 Google Takes AI to Space 00:31:24 𝕏 Timeline Reactions 01:23:46 Cliff Obrecht, co-founder and COO of Canva, discusses the company’s growth to 260M monthly users and nearly $4B in revenue, focusing on delivering user value through an integrated creative OS. He highlights Canva’s use of AI, including its Leonardo acquisition, to enhance design and workflow, and shares insights on acquisitions—emphasizing founder alignment and cultural fit. 01:38:56 Jerry Murdock, co-founder of Insight Partners, recalls launching the firm in 1995 with Jeff Horing, focusing on infrastructure and applications to avoid the dot-com bubble—though not the crash. He stresses adaptability, smart bets on emerging tech, and cautions that the AI boom could cause disruptions requiring companies to evolve with new platforms. 02:08:37 𝕏 Timeline Reactions 02:17:09 SHL0MS, the anonymous artist who detonated a Lamborghini to critique crypto culture, explains his drive to disrupt systems and disdain for labels like “artist.” He discusses using AI to expand his creative work. 02:32:07 Shehzan Maredia, CEO of Lava, talks about raising $200M and launching a Bitcoin Line of Credit offering flexible, low-interest loans with open-ended terms. He explains Lava’s Bitcoin-only collateral policy and risk strategy to help users manage volatility. 02:39:33 Mina Fahmi, co-founder of Sandbar, unveils the Stream ring—a wearable that records voice notes and controls music via touchpad. The companion app organizes notes and connects to an AI assistant. After two years of development, Sandbar plans to ship in summer 2026. 02:47:07 Alessandro Chesser, CEO of Dynasty and former Carta VP of Sales, explains how Dynasty helps founders create Nevada trusts to use QSBS exemptions for up to $10M in tax-free gains per trust. He urges founders to set them up early to avoid gift taxes and make advanced planning accessible. 02:53:49 John Maslin, CEO and co-founder of Vulcan Elements, outlines the company’s $1.4B deal with the U.S. government to build a 10,000-ton rare earth magnet facility, addressing a critical supply shortage. He stresses domestic manufacturing, public–private collaboration, and speed to meet defense and industrial demand. 03:00:12 𝕏 Timeline Reactions 03:02:34 Eugenia Kuyda, founder and CEO of Replika, introduces Wabi, a personal software platform where users can discover or create mini apps for daily life. Unlike traditional app builders, Wabi hosts all apps internally with social graph discovery, integrated services, and stronger security. 03:19:30 Anish Acharya, General Partner at Andreessen Horowitz, discusses how software evolved from the creative chaos of the 90s web to a more uniform era. He argues AI can reintroduce creativity by democratizing app building and enabling rapid, personalized software creation. 03:33:20 Lyft CEO David Risher and CFO Erin Brewer discuss record highs in gross bookings, EBITDA, and free cash flow. They emphasize customer satisfaction, reducing surge pricing through better driver supply, and integrating autonomous vehicles via partnerships with Waymo and Baidu to build a hybrid driver–robotaxi network. TBPN.com is made possible by: Ramp - https://ramp.com Figma - https://figma.com Vanta - https://vanta.com Linear - https://linear.app Eight Sleep - https://eightsleep.com/tbpn Wander - https://wander.com/tbpn Public - https://public.com AdQuick - https://adquick.com Bezel - https://getbezel.com  Numeral - https://www.numeralhq.com Polymarket - https://polymarket.com Attio - https://attio.com/tbpn Fin - https://fin.ai/tbpn Graphite - https://graphite.dev Restream - https://restream.io Profound - https://tryprofound.com Julius AI - https://julius.ai turbopuffer - https://turbopuffer.com fal - https://fal.ai Privy - https://privy.io Cognition - https://cognition.ai Gemini - https://gemini.google.com Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY... https://podcasts.apple.com/us/podcast...    / @tbpnlive  

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