Episode Ep 722 October 28, 2026 2 hr 7 min

Apple Pro and Tell, Genie 4, The Gurmanator Joins | Mark Gurman, Zach Rash, Ben Liu, Amiram Shachar, Jasper Zhang

From TBPN John Coogan & Jordi Hays

(00:31) - Apple's Pro and Tell Event
(16:29) - Genie 4
(25:50) - OpenAI Eyes Custom Google Chips
(31:24) - 𝕏 Timeline Reactions
(55:14) - Mark Gurman discusses Apple’s latest products, drawing on his expertise as a Bloomberg technology journalist and prominent Apple reporter. He praises the iPhone Duo and OLED MacBook Pro while addressing manufacturing defects, software quirks, Apple’s lagging AI strategy, and its broader challenges with innovation and acquisitions.
(01:29:58) - Zach Rash discusses Coco Robotics’ autonomous sidewalk delivery robots, including its fleet of roughly 1,000 units, UK expansion through DoorDash and Deliveroo, and plans to manufacture 20,000 next-generation robots for 2027. The co-founder and CEO also explains Coco’s fleet operations, regulatory challenges, AI benchmarks, and goal of safely navigating complex urban environments at scale.
(01:40:28) - Ben Liu discusses his role as co-founder and CEO of Formation Bio, an AI-native pharmaceutical company focused on making clinical trials and drug development faster and more affordable. He explains how its $600 million fund will finance promising individual drug assets while using AI, specialized talent, and a hub-and-spoke model to bring more medicines to patients.
(01:52:37) - Amiram Shachar discusses Upwind, the cloud and AI cybersecurity company he co-founded and leads as CEO. He explains its platform-based security approach, the team’s cloud infrastructure expertise, AI’s impact on software development and cyber threats, and the company’s recent $400 million Series C funding round.
(01:59:22) - Jasper Zhang discusses founding Hyperbolic, a unified platform that aggregates and orchestrates global GPU compute, allowing customers to flexibly access, manage, and resell unused capacity. A math prodigy who completed his UC Berkeley PhD in two years, Zhang also explains Hyperbolic’s broad hardware support, strategic investor relationships, and recently raised $30 million.

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