Amazon Ban Hammer, Seedance Strategy, Amazon Blocks Muse | Vinod Khosla, Augustus Doricko, Ben Hylak, Aaron Levie, Lucas Shaw
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What holiday countdown and sponsor shout‑outs open the episode?
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TVPN! Today is Monday, September 21st, 2026. We are live TBPN Ultradome, the Temple of Technology, the Fortress of Finance.
The capital of capital.
How many days till Christmas? TBPN's Road to Christmas started weeks ago. We got ninety-four days until Christmas. Double-in digits. We're so close. Every day one day closer to Christmas. So get excited. Start shopping for presents. Start picking out that Christmas tree. Let me tell you about ramp.com. Time is money, save both. Easy easy to use corporate cards, bill pay, accounting, and a whole lot more. They got musicals. I guess they do in musicals now. And I guess we do in AI safety now. And we'll get into
that. Doing a bit of a show today. Yeah. We got Augustus DeRico coming in with a Hundred million dollars.
Tipping the hat for a hundred million dollar. We have
Vinod Kosla.
Vinod Kosla's coming on, coming back.
Aaron, Levy breaking his silence on the SAS rebound, new model drops, the latest on open source and more. We have Ron from iConnections. Uh they are putting on an incredible show in November that we're gonna be at called Tomorrow X. Uh excited to talk with him about that and then we'll round it out. With none other than Ben Hyleck. Coming in with a new round of funding as well. For raindrop. Um Raindrop. How is the we're drop top. Yes.
How's the weekend?
Uh it was couldn't have been better. Couldn't have been uh we
were off on Friday. We went to Boston and back basically the same day. sort of a brutal flight back and forth, a little tired. But
terrific
I got completely one shotted by the new AI video model. C Dance two point five. Gone are the days of uh face swaps. I remember when Uh it was called Dream Booth. This paper came out from Google. And it allowed you to very realistically swap your face into a photo. Now, this is something you can just do with a single prompt, but uh today, but back then you had to go and take 10 or 20 different photos of yourself at different angles, different lighting. Usually just dug through your camera roll, got them. Then you had to feed that into like a Python script that was either hosted on uh n uh what what what's what's their notebook their hosted iPython notebook collab collab and then the collab thing was weird because you it was a luck of the draw what GPU you got.
So you would like sign up and create an instance and then sometimes it would just be like you got a 1080 ti and you'd be like bah like I can't do what I need to do because I need a lot of memory to do a particular thing. And then sometimes it would be like you got an A one hundred brother like lock Like it was just random permissioning. And people would be like so excited when they got one or the other. Um, but there was this musician who was like a guitarist who implemented the paper and then and then uh basically distilled it down and figured out how to run. This is a crazy thing, but this guy who's just like a hobbyist machine learning engineer figured out how to get Dream Booth running on like basically commodity gaming hardware.
So then you could go. And you could take your face, fine-tune it, and then be able to generate new photos in the style of whatever uh it was all built on uh that open source one, not Mid Journey, the other image generator, Ahmad Mostock was uh the stable diffusion. Stable diffusion. Stable diffusion. Stable diffusion. Mm-hmm. It was like stable diffusion as the base, and then this dream booth thing on top. Uh and it was super cool uh because if you actually went through, if you jumped through all those hoops, uh Uh you basically had access to the magic avatar thing like three months before everyone else, and you could like send one to a friend and be like, oh, this is cool. Uh and then it was just completely commodified.
Uh it became an app, and then it just became available in every chat app uh very shortly after. But the AI video has been moving a lot slower. It's very co compute uh it's very uh uh compute intensive, obviously, since uh OpenAI had to shut down Sora. And uh it just feels like none of the major American labs are as focused on this.
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Chapters
6 chapters
1
What holiday countdown and sponsor shout‑outs open the episode?
0:00–6:52
2
How do the hosts explain the evolution of AI video models and the new C‑Dance 2.5 update?
6:52–1:22:49
3
What are the speculative specs and FAA limits for the new Tesla Roadster?
1:22:49–1:32:22
4
How did Box’s team handle the SAS Pocalypse cancellation and what does it mean for their platform?
1:32:22–1:55:08
5
Why are data platforms and access‑control becoming critical as AI agents multiply?
1:55:08–2:19:00
6
What are the biggest upcoming challenges for Hollywood after the Paramount‑Warner deal?
2:19:00–2:50:39
Speakers
7 identifiedMore from TBPN
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