About this episode
Sign up for TBPN’s daily newsletter at TBPN.com(06:46) - Who Won The Great Peptide Debate
(13:57) - Ternus Steps Into Apple Spotlight
(34:12) - TBPN Featured in Fast Company
(39:11) - OpenAI's Non-Profit to Spend $1B in 2026
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(50:52) - Chase Lochmiller is the co-founder and CEO of Crusoe, an energy and computing company that uses stranded natural gas to power data centers and AI workloads. He focuses on aligning energy production with high-performance computing demand, turning wasted resources into infrastructure for machine learning and cloud services.
(01:06:04) - Ryan Petersen is the founder and CEO of Flexport, a global logistics and freight forwarding company using software to modernize supply chains. He is known for his hands-on leadership style and for bringing transparency, data, and real-time visibility to international shipping and trade.
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(01:23:28) - Scott Nolan is the founder and CEO of General Matter, a company focused on advanced materials and next-generation industrial technologies. He previously was a partner at Founders Fund, where he invested in frontier sectors like aerospace, defense, and manufacturing, and continues to focus on building technically ambitious companies with long-term impact.
(01:35:19) - Sarah Guo is the founder of Conviction, a venture firm focused on AI-native companies. She was previously a general partner at Greylock, where she led investments in companies like Figma, and is known for backing founders building across the AI stack—from infrastructure to applications.
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(01:55:39) - Casey Handmer is the co-founder and CEO of Terraform Industries, a company focused on producing low-cost synthetic fuels using renewable energy. A former physicist at NASA’s Jet Propulsion Laboratory, he writes extensively on energy, climate, and industrial systems, with an emphasis on scaling technologies that enable abundant clean energy.
(02:04:42) - Shaun Maguire is a partner at Sequoia Capital focused on early-stage investments in AI, infrastructure, and frontier technologies. He previously founded Expanse, a cybersecurity company acquired by Palo Alto Networks, and is known for backing technically ambitious founders and writing about geopolitics, defense, and the future of software.
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(02:24:13) - Delian Asparouhov is a partner at Founders Fund focused on frontier technologies, including aerospace, defense, and advanced manufacturing. He previously co-founded Varda Space Industries, which builds space-based manufacturing infrastructure, and works closely with companies pushing the boundaries of hardware and national security tech.
(02:36:44) - Zach Dell is the co-founder and CEO of Base Power, a company building distri
