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▶ 107:38 · $GIGASCALE-HERON-POWER · Heron Power applies EV power electronics to grid for faster data center energization
episode briefing
TBPN

YouTube Overtakes Hollywood, Sanders on AI, Anthropic IPO, SaaSpocalypse Over?

2026-06-01 · 12 company · 8 thematic
sentiment
12 bull0 bear0 neu
speakers
daniel

Founder of Sarci, building AI workflow agents for banks and credit unions. Raised $28.8M seed from a16z (Alex Mann). Focus on automating back-office loan processing for 8,000 US community financial institutions.

mike

25-year Silicon Valley veteran. Joined Facebook/Meta in 2008, scaled data centers, Oculus, Instagram, built FAIR. Left to found Gigascale Capital ($250M fund) betting on atoms over bits: energy, robotics, manufacturing, defense. Portfolio includes Panthalassa, Heron Power, Radiant Nuclear, Form Energy.

nico

Co-founder of Default (default.com), providing real-time data layer and semantic modeling for B2B companies to power AI agents. Raised Series A. Previously built inbound scheduling/routing tools for fast-growing startups. Company has logo tattoo culture.

sue kim

Co-founder and CEO of Brilliant (brilliant.org), interactive STEM learning platform. Launched graphical AI tutor 'Koji' that annotates student work in real-time. Focus on 'moment of understanding' over explanation, lowering embarrassment barrier in learning.

john coogan

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

tyler cosgrove

Tyler Cosgrove is guest hosting this episode of TBPN, filling in for regular co-host Jordi Hays. He contributes analysis on AI model releases, business models, and geopolitical dynamics.

quote
“Heron Power, which is a more recent investment... They're saying like, 'Hey, the way we brought energy to data centers is using 100-year-old technology literally. We've got a new idea. We're taking the power electronics that are in your Mo…”
—mike
now playing · $GIGASCALE-HERON-POWER
$ANTHROPICbullish· mediumjohn coogan
Anthropic confidentially files for IPO; early investor sitting on potential 100x
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$CRM···bullish· highjohn coogan
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$SARCIbullish· high· posdaniel
Sarci raises $28.8M seed from a16z to automate bank back-office with AI agents
Sarci builds AI workflow agents for 8,000 US banks/credit unions. Early traction: customers cut loan doc processing from 4.5 hours/day to 1.3 hours, enabling staff to leave at 6:2…
$PANTHALASSAbullish· medium· posmike
Panthalassa building ocean data centers for AI inference
Gigascale portfolio company building underwater data centers for inference, leveraging ocean cooling and power proximity. Garth (founder) previously appeared on show.
$GIGASCALE-HERON-POWERbullish· high· posmike
Heron Power applies EV power electronics to grid for faster data center energization
Heron Power takes Model 3/Y power electronics and deploys them on the grid to deliver power to data centers faster, better, cheaper than 100-year-old transformer technology. Shipp…
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Radiant Nuclear building container-sized 1.5MW microreactor for 5-year no-refuel operation
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$GIGASCALE-FORM-ENERGYbullish· high· posmike
Form Energy's iron-air battery lasts 100 days at cheapest possible chemistry
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$DEFAULTbullish· high· posnico
Default raises Series A to give B2B companies real-time data layer for AI agents
Default provides out-of-the-box real-time data warehouse plugging into Salesforce/HubSpot, plus semantic modeling layer translating CRM, meetings, forms, web visitors into agent-u…
$BRILLIANTbullish· medium· possue kim
Brilliant launches graphical AI tutor 'Koji' that sees student interactions and annotates live
Brilliant's AI tutor Koji watches how students interact with visual/interactive problems, points and sketches on screen like a human tutor sitting beside them. Designed for 'momen…