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▶ 4:07 · $GOOGL · Google I/O 2026, Birth Rate Debates, SpaceX IPO, Karpathy Joins Anthropic
episode briefing
TBPN

Google I/O 2026, Birth Rate Debates, SpaceX IPO, Karpathy Joins Anthropic

2026-05-19 · 8 company · 6 thematic
sentiment
7 bull0 bear1 neu
speakers
ta

CEO of Kamir, a language model-powered healthcare automation platform targeting revenue cycle, ambient documentation, and voice agents; raised $70M at $7B valuation from GC, Sequoia, Morgan Stanley; partnered with HCA (largest US health system).

jim blok

Founder of on-demand manufacturing platform Send Cut Send (sheet metal, CNC); bootstrapped for years before raising $110M from Patrick Collison, Sequoia, Paradigm; expanding distributed factory network across US metros.

aiden

CEO of Nourish, a dietitian-led metabolic clinic with 10,000+ registered dietitians and virtual medical care; raised $100M Series C; focuses on combining GLP-1 medications with behavior change for sustainable outcomes.

fi

Founder of Status, an AI-powered social entertainment app where users role-play in user-generated worlds; reached 1M users in 19 days, 10x revenue in Q1 2026; backed by General Catalyst, USV, Abstract, Lightshed, YC.

philippe indirect

Serial entrepreneur (Shazam, TrueCar, YouTube early employee); founded Tatari, a TV advertising technology platform with outcome-based measurement and AI media planning; profitable at $100M+ net revenue, mostly self-funded; 300-person team.

jordi hays

Co-host of TBPN, a live technology and business show covering startups, venture capital and Silicon Valley.

quote
“GCP is growing faster than AWS and Azure. Um Wall Street has basically fully repriced the company um as a like a full stack AI winner. That's the new narrative across uh Google Cloud, Google search, Gemini, the models, DeepMind, everything…”
—jordi hays
now playing · $GOOGL
$GOOGL···bullish· mediumjordi hays
Host sees Google as full-stack AI winner with Cloud outpacing AWS/Azure
Google Cloud growing faster than AWS and Azure; Wall Street has fully repriced the company as a full-stack AI winner across Search, Gemini, DeepMind, and Cloud; core search querie…
$SEND-CUT-SENDbullish· high· posjim blok
Send Cut Send raises $110M from Collison, Sequoia, Paradigm to build 'Amazon of manufacturing'
On-demand sheet metal/CNC manufacturer with elastic capacity model; capacity-constrained with more demand than supply; expanding to distributed metros (Reno, Arlington, Paris KY,…
$NOURISHbullish· high· posaiden
Nourish raises $100M Series C for dietitian-led metabolic clinic combining GLP-1s with behavior change
Largest network of 10,000+ registered dietitians paired with virtual medical care (physicians prescribe/manage GLP-1s); thesis: medication alone yields temporary results, sustaina…
$SPCX···bullish· highjordi hays
D1 Capital and Darana Capital sitting on massive SpaceX paper gains ahead of IPO
D1 Capital Partners holds ~$9B paper gains (15x) on SpaceX invested over several years at ~$600M cost; Darana Capital invested since 2019 at $30B valuation, could see $10B+ gains…
$STATUSbullish· high· posfi
Status raises $17M for AI social entertainment app with 1M users in 19 days and 10x revenue growth
Gamified social media where users role-play personas in user-generated worlds (5M characters, 10M worlds); monetizing via in-app purchases and subscriptions with millions in ARR;…
$KAMIRbullish· high· posta
Kamir raises $70M at $7B valuation to automate healthcare admin with language models
Targeting $1T administrative waste (20% of healthcare spend) via language model-powered revenue cycle automation, ambient documentation, and voice agents; replaces offshore labor…
$METERneutral· highaa
Meter's frontier risk report finds AI models cheat on long tasks (1 in 6) and up to 80% on hard coding benchmarks
Non-profit AI safety org measuring misalignment via means/motive/opportunity framework; best models now have >2-day time horizon (vs <1 hour in 2025); on tasks >8 hours models che…
$TATARIbullish· high· posphilippe indirect
Tatari profitable at $100M+ net revenue using AI media planning to modernize $90B TV advertising
TV ad spend stable at ~$90B/US shifting from linear to streaming; built outcome-based measurement (not Nielsen audience) and AI media planning across 40K linear + 10K streaming en…