Issue No. 44Week ending Sunday, November 1, 2026686 episodes · 3021 articles
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Eric Glyman

Eric Glyman appears in 2 full episodes we cover on TBPN. Below is what each conversation covered, with a key takeaway per article. Every quote in the articles is verbatim and timestamped to the source video.

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2 episodescovered
7 articleswith timestamped quotes
BusinessTBPN

YCSE Review, Roadster Reactions, Porsche Does It, Walter Isaacson Joins

John Coogan and Jordi Hays review Nathan Fielder's documentary 'You Can See Everything' and analyze Tesla's wild Roadster tech demo alongside Porsche's analog-focused Mission S. Bestselling biographer Walter Isaacson joins to discuss Elon Musk's leadership psychology, demon mode, and the imperative for human-centric AI. Ramp co-founder Eric Glyman and Dragoneer investor Christian Jensen then explain Ramp's $1.85 billion fundraise and the economics of managing enterprise AI spending, before automotive YouTuber Tavarish offers a candid breakdown of supercar engineering and track performance.

  • Ramp passed $2 billion in annualized revenue over the summer, growing more than 100% year over year alongside a $1.85 billion fundraise. Read →
  • OEM computational fluid dynamics (CFD) simulations break down above 230 mph because air around the car compresses by more than 5 percent, creating a hard barrier for real production supercars. Read →
  • John Coogan canceled his $5,000 Tesla Roadster deposit after Tesla revealed that production will not start until 2028. Read →
Oct 18 · 3 articles · Watch ↗
BusinessTBPN

TML Inkling, California Forever? TSMC Capex, Tokenomics, Roblox

On this July 16th episode, John Coogan and guest host Tyler Cosgrove discuss the launch of Thinking Machine's Inkling AI model and the ongoing debate around open-source model distillation. They also analyze California Forever's loss of a major shipyard project to Texas and delve into the current venture capital landscape with Ev Randall, exploring AI's impact on investing and app-layer defensibility. Eric Lyman from RAMP introduces a new tool for managing enterprise AI token spend, Jordan Black from Senra Systems details his company's efforts to automate wire harness manufacturing, and David Bizooki from Roblox outlines AI-powered game creation and the future of gaming.

  • For most application-layer AI startups, the existential "lab risk" from large foundation models is significantly overblown. Founders worry too much about frontier labs steamrolling their niche. Read →
  • California Forever, the planned city in Solano County, lost a $3.2 billion defense shipyard project from startup Seronic to Brownsville, Texas. Read →
  • AI token spend is no longer a negligible cost for businesses; for some Ramp customers, it now rivals 10% of their entire payroll expenditure. Read →
  • Thinking Machine Lab's new 'Inkling' model, billed as an open-weights competitor to OpenAI and Anthropic, landed right in the middle of a heated debate about AI model originality. Read →
Jul 19 · 4 articles · Watch ↗
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