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Google I/O: Day 1 Reactions, Goldman to Lead SpaceX IPO | Diet TBPN

TBPN

May 21
TBPN

TBPN

May 21

Shownote

Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after. Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella. Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235 https://www.youtube.com/@TBPNLive

Highlights

This episode of TBPN delivers a fast-paced analysis of the biggest tech stories of the day, focusing on Google's latest product reveals and a major financial development from SpaceX. The hosts break down the implications of new AI hardware and software, while also examining the market's reaction to these announcements.
02:29
Warby Parker's resilience contrasts with struggling D2C brands
04:54
Warby Parker stock dropped 14% despite the partnership.
10:12
Smart glasses could replace monitors
18:30
Google's Antigravity team used Codex in a demo video
23:31
Huge expected returns for early SpaceX investors

Chapters

Google's Big Bet on Smart Glasses: A New Partnership with Warby Parker and Samsung
00:00
Design Flaws and Stock Drops: Why the Market Isn't Sold on Google's AI Eyewear
04:54
Developer Disappointment: Are Google's New AI Models Too Expensive and Too Slow?
10:12
The Viral Codex Moment: When Google's Own Team Chose a Competitor's AI
15:46
SpaceX Goes Public: The IPO That Could Make Early Investors Billions
21:01

Transcript

John Coogan: We're both in suits today. I like it. It looks good. Jordi Hays: We were in UnHerd. People have been saying. John Coogan: They can't tell us apart, Is that what you're saying? Jordi Hays: That. Okay. John Coogan: Anyway. Jordi Hays: But p...