Episode Ep 720 October 27, 2026 2 hr 10 min

Anduril Laptop, DoorDash + Instacart, Gavin Baker Joins | Miles Arnone, Rahul Sengottuvelu

From TBPN John Coogan & Jordi Hays

(01:47) - Anduril Laptop
(17:16) - Apple Unveils New Macbook Pro
(21:12) - 𝕏 Timeline Reactions
(22:54) - OpenAI Announces Three New Discoveries
(36:51) - Anthropic Founders Can Name Secret Successors
(39:23) - China's AI Bubble is Already Bursting
(43:34) - AI Startup Dating Show Goes Viral
(47:57) - DoorDash + Instacart
(54:24) - Harley-Davidson's Electric Motorcycle Stalls
(59:57) - Miles Arnone discusses his role as co-founder and CEO of Rebuild Manufacturing, a 2,000-person company restoring U.S. industrial capacity through engineering, domestic production, and new hard-tech ventures. He outlines Rebuild’s acquisition strategy, advances in affordable drone and vehicle manufacturing, skepticism toward overreliance on robotics, and a $2.1 billion fundraise led by JPMorgan Chase and General Catalyst.
(01:12:43) - Rahul Sengottuvelu discusses Ramp’s expansion into AI-powered financial and software automation as the company’s CTO. He introduces Inspect, a secure, collaborative, multi-model coding agent designed to handle complex codebases, integrate with company systems, and give finance teams visibility and control over AI spending.
(01:21:12) - Gavin Baker discusses the accelerating adoption and strong economics of AI, emphasizing Anthropic’s diversified customer base, surging demand for compute, and the transformative potential of AI agents. The Atreides Management managing partner also shares his optimistic investment outlook on infrastructure, biology, energy, and broader public participation in the AI economy.
(02:02:40) - 𝕏 Timeline Reactions