Episode Ep 603 July 16, 2026 1 hr 59 min

TML Inkling, California Forever?, TSMC Capex | David Baszucki, Everett Randle, Eric Glyman, Jordan Black

From TBPN John Coogan & Jordi Hays

(01:38) - TML Inkling
(11:31) - 𝕏 Timeline Reactions
(15:15) - California Forever?
(17:27) - TSMC Capex
(18:32) - Everett Randle is a general partner at Benchmark, where he invests in AI, enterprise software, and frontier technology companies. Before joining Benchmark, he was a partner at Kleiner Perkins and previously invested at Founders Fund, BOND, and Vista Equity Partners, backing companies including Anthropic, Rippling, Flock Safety, SpaceX, and Chainguard.
(48:32) - Eric Glyman is the co-founder and Co-CEO of Ramp, the AI-powered finance automation platform helping businesses manage spending, accounting, procurement, and corporate cards. Previously, he co-founded Paribus, which was acquired by Capital One, and is known for building software that helps companies save both time and money through automation.
(01:07:19) - 𝕏 Timeline Reactions
(01:16:36) - Jordan Black is the co-founder and CEO of Senra Systems, a company applying AI and advanced software to modernize precision manufacturing for aerospace and defense. He focuses on building automated, software-defined factories that dramatically accelerate the production of complex, high-performance components for the next generation of industrial and defense technologies.
(01:28:29) - David Baszucki is the co-founder and CEO of Roblox, the online platform where users create, share, and play millions of interactive 3D experiences. An engineer and longtime software entrepreneur, he previously co-founded Knowledge Revolution and has led Roblox’s growth into one of the world’s largest gaming and creator platforms.

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