Garry Tan, Augustus Doricko, Nichole Wischoff, Billy Thalheimer, Mamma Mia!
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What is discussed at the start of this episode?
You're watching TBPN Live. Today is Thursday, March 6th, 2025, and we are live from the Temple of Technology, the Fortress of Finance, the Capital of Capital. I'm your host, John Coogan. Right next to me is Jordy Hayes. Uh, we got a great show for you today. We got four people calling in. Gary Tan, Augustus DiRico, uh, Nicole Wiskoff, and Billy Thalamer is calling in. We're covering YC. We're covering rain making. We're covering early stage seed VC, solo GP stuff. We're covering flying cars that are regulated like boats, sea gliders. I love it. Uh we're gonna go over some news first. We're covering Discord's IPO, little preemptive size gong for Jason Jason Citron, uh, one of the best to ever do it. Uh and then we're gonna talk about Amazon's Alexa Plus.
Launch. Uh, that's kind of weird. I don't know. We'll go through it. Anyway, but we wanted to kick it off with this post. Did you see this post, Geordie? I'm pulling it up right now. This post is from Gabriel. One of the top posters in the entire world. He is. And we were thinking, let's kick it off. It's towards the end of the week. I think he locked it up. I think he's brother of the week material. What do you think? I think so. I mean, just putting up fantastic numbers here. For years. Unique insights. For years. One of the greatest uh I mean I think I was introduced to him during COVID lockdowns. He's over in Australia, I believe, but uh had just has never lost a step throughout his entire posting career. Yep. Just absolute longevity.
No, a lot of people hit their stride. Yeah. They put up six months, seven, eight, whatever, and then they sort of fade. Exactly. They the unique insights are lost. They stop reading books and consuming and they're just, you know, fully in the algorithm. Yep. But uh something about posting, you gotta be out in the real world, you gotta be out doing things, you gotta be getting insights from places other than the timeline, other that otherwise. You know, gets sort of constantly recycled. Yeah. So uh being down under, yeah, uh, you know, putting up big numbers. Yeah, and I love his his Yeah, and I love his his three sixty degree attack on his game. You I know about his family because of his posting, but I also know about his uh deep understanding of rats, apparently.
Uh Yeah, so let's break this down. I'll go so uh Gabe is quote posting Ali Deboe. She says, Highest leverage things you can do in your twenties, travel, start a company, join a company you love. We're gonna cut it off there because that's not what this segment is about. Why don't you read Gabe's post? He says, lots of egregious stuff in here, but calling travel high leverage is insane. It costs fifteen hundred dollars to fly return New York to Tokyo. For one thousand dollars, you could buy fifty rats in a one to four boy girl ratio and release them in a competitor's Wii Work. The iPad kids are cooked. Cooked. Cooked. And uh this couldn't be more real. You know, we we would we would do this for competitive podcast studios.
But here's the thing, John. They all zoom in to record. There's no studio to release in them. We wouldn't do it in their home. That would just be too disrespectful. But before we get into the rest of the show, I got a call out today. So I was up in the bay yesterday evening and I was Flying back this morning. And uh I was getting on a JSX flight. Yep. And uh this guy approaches me. Uh and says, Hey. I'm a technology brother. I listen to every episode. That's got uh just wanted to introduce myself. So is this guy Cole Rottman? Uh he's a seed uh to growth investor over at DST Global and an absolute dog. And uh thank you, Cole, for stopping me. Uh it was a highlight of my morning, and I just wanted to give you a little call out.
He's been listening since the early days, fantastic, you know, 50 plus episodes ago. So he's an absolute brother. Then the other thing I'm I'm not gonna name this technology brother, but a guy uh emailed me uh this morning, you know, that that's been listening to the show also since the first week. Yeah.
Wow. And uh he's going out for a seed round.
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Chapters
8 chapters
1
What is discussed at the start of this episode?
0:00–12:07
2
What insights does Ben Thompson share about the Discord IPO?
12:07–28:17
3
How does the conversation shift to the new Alexa Plus announcement?
28:17–52:35
4
When does Augustus join the show and what does he talk about?
52:35–1:23:25
5
What is the story behind Grok’s humor and the “party round” domain deal?
1:23:25–1:41:11
6
How did the founders transition from PartyRound to Capital XYZ and what lessons did they share?
1:41:11–2:12:04
7
What did Anthropic announce about AI’s impact on the labor market and the upcoming 2026‑2027 AI breakthrough?
2:12:04–2:33:20
8
How does the Sea Glider startup explain its electric flying‑boat technology and market plans?
2:33:20–2:43:49
Speakers
4 identifiedMore from TBPN
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