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Third Party Evaluators, Fed Hikes Rates, Zuck Pushes Back On AI Slowdown | Jeremy Allaire, Tomasz Tunguz, William Layden, Justin Beroz, Eli Wachs, Sean McCarthy, Tom Mueller

2026-09-16 · 140 min · episode 669 · 39 entities

episode page audio

Asserted relationships

  • → hosted by John Coogan & Jordi Hays person
    0.55
    evidence rules-v5
    Feed author/publisher: John Coogan & Jordi Hays
  • → founded Footprint company
    0.54
    evidence rules-v5
    founder of Footprint
  • → works at Rainco company
    0.50
    evidence rules-v5
    CEO of Rainco
  • → works at Footprint company
    0.50
    evidence rules-v5
    founder of Footprint
  • → discusses Business company
    0.40
    evidence rules-v5
    Feed category: Business
  • → discusses Technology company
    0.40
    evidence rules-v5
    Feed category: Technology
  • → discusses Entrepreneurship website
    0.40
    evidence rules-v5
    Feed category: Entrepreneurship
  • → hosted by TBPN Corp company
    0.40
    evidence rules-v5
    Feed author/publisher: TBPN Corp
  • → references figma.com website
    0.38
    evidence rules-v5
    Link in episode "Third Party Evaluators, Fed Hikes Rates, Zuck Pushes Back On AI Slowdown | Jeremy Allaire, Tomasz Tunguz, William Layden, Justin Beroz, Eli Wachs, Sean McCarthy, Tom Mueller": https://figma.com/
  • → references ramp.com website
    0.38
    evidence rules-v5
    Link in episode "Third Party Evaluators, Fed Hikes Rates, Zuck Pushes Back On AI Slowdown | Jeremy Allaire, Tomasz Tunguz, William Layden, Justin Beroz, Eli Wachs, Sean McCarthy, Tom Mueller": https://ramp.com/
  • → references nyse.com website
    0.38
    evidence rules-v5
    Link in episode "Third Party Evaluators, Fed Hikes Rates, Zuck Pushes Back On AI Slowdown | Jeremy Allaire, Tomasz Tunguz, William Layden, Justin Beroz, Eli Wachs, Sean McCarthy, Tom Mueller": https://nyse.com/
  • → references shopify.com website
    0.38
    evidence rules-v5
    Link in episode "Third Party Evaluators, Fed Hikes Rates, Zuck Pushes Back On AI Slowdown | Jeremy Allaire, Tomasz Tunguz, William Layden, Justin Beroz, Eli Wachs, Sean McCarthy, Tom Mueller": https://shopify.com/
  • → references Codex website
    0.38
    evidence rules-v5
    Link in episode "Third Party Evaluators, Fed Hikes Rates, Zuck Pushes Back On AI Slowdown | Jeremy Allaire, Tomasz Tunguz, William Layden, Justin Beroz, Eli Wachs, Sean McCarthy, Tom Mueller": http://openai.com/codex
  • → references mongodb.com website
    0.38
    evidence rules-v5
    Link in episode "Third Party Evaluators, Fed Hikes Rates, Zuck Pushes Back On AI Slowdown | Jeremy Allaire, Tomasz Tunguz, William Layden, Justin Beroz, Eli Wachs, Sean McCarthy, Tom Mueller": https://mongodb.com/
  • → references cisco.com website
    0.38
    evidence rules-v5
    Link in episode "Third Party Evaluators, Fed Hikes Rates, Zuck Pushes Back On AI Slowdown | Jeremy Allaire, Tomasz Tunguz, William Layden, Justin Beroz, Eli Wachs, Sean McCarthy, Tom Mueller": https://cisco.com/
  • → references public.com website
    0.38
    evidence rules-v5
    Link in episode "Third Party Evaluators, Fed Hikes Rates, Zuck Pushes Back On AI Slowdown | Jeremy Allaire, Tomasz Tunguz, William Layden, Justin Beroz, Eli Wachs, Sean McCarthy, Tom Mueller": https://public.com/
  • → references railway.com website
    0.38
    evidence rules-v5
    Link in episode "Third Party Evaluators, Fed Hikes Rates, Zuck Pushes Back On AI Slowdown | Jeremy Allaire, Tomasz Tunguz, William Layden, Justin Beroz, Eli Wachs, Sean McCarthy, Tom Mueller": https://railway.com/
  • → references @TBPNLive website
    0.38
    evidence rules-v5
    Link in episode "Third Party Evaluators, Fed Hikes Rates, Zuck Pushes Back On AI Slowdown | Jeremy Allaire, Tomasz Tunguz, William Layden, Justin Beroz, Eli Wachs, Sean McCarthy, Tom Mueller": https://youtube.com/@TBPNLive
  • → references console.com website
    0.38
    evidence rules-v5
    Link in episode "Third Party Evaluators, Fed Hikes Rates, Zuck Pushes Back On AI Slowdown | Jeremy Allaire, Tomasz Tunguz, William Layden, Justin Beroz, Eli Wachs, Sean McCarthy, Tom Mueller": https://console.com/
  • → references crowdstrike.com website
    0.38
    evidence rules-v5
    Link in episode "Third Party Evaluators, Fed Hikes Rates, Zuck Pushes Back On AI Slowdown | Jeremy Allaire, Tomasz Tunguz, William Layden, Justin Beroz, Eli Wachs, Sean McCarthy, Tom Mueller": https://crowdstrike.com/

Entities found in this episode

websites 26

  • mentioned Entrepreneurship website
    0.50
    evidence rules-v5
    Feed category: Entrepreneurship
  • mentioned figma.com website
    0.45
    evidence rules-v5
    Link in episode "Third Party Evaluators, Fed Hikes Rates, Zuck Pushes Back On AI Slowdown | Jeremy Allaire, Tomasz Tunguz, William Layden, Justin Beroz, Eli Wachs, Sean McCarthy, Tom Mueller": https://figma.com/
  • mentioned ramp.com website
    0.45
    evidence rules-v5
    Link in episode "Third Party Evaluators, Fed Hikes Rates, Zuck Pushes Back On AI Slowdown | Jeremy Allaire, Tomasz Tunguz, William Layden, Justin Beroz, Eli Wachs, Sean McCarthy, Tom Mueller": https://ramp.com/
  • mentioned nyse.com website
    0.45
    evidence rules-v5
    Link in episode "Third Party Evaluators, Fed Hikes Rates, Zuck Pushes Back On AI Slowdown | Jeremy Allaire, Tomasz Tunguz, William Layden, Justin Beroz, Eli Wachs, Sean McCarthy, Tom Mueller": https://nyse.com/
  • mentioned shopify.com website
    0.45
    evidence rules-v5
    Link in episode "Third Party Evaluators, Fed Hikes Rates, Zuck Pushes Back On AI Slowdown | Jeremy Allaire, Tomasz Tunguz, William Layden, Justin Beroz, Eli Wachs, Sean McCarthy, Tom Mueller": https://shopify.com/
  • mentioned Codex website
    0.45
    evidence rules-v5
    Link in episode "Third Party Evaluators, Fed Hikes Rates, Zuck Pushes Back On AI Slowdown | Jeremy Allaire, Tomasz Tunguz, William Layden, Justin Beroz, Eli Wachs, Sean McCarthy, Tom Mueller": http://openai.com/codex
  • mentioned mongodb.com website
    0.45
    evidence rules-v5
    Link in episode "Third Party Evaluators, Fed Hikes Rates, Zuck Pushes Back On AI Slowdown | Jeremy Allaire, Tomasz Tunguz, William Layden, Justin Beroz, Eli Wachs, Sean McCarthy, Tom Mueller": https://mongodb.com/
  • mentioned cisco.com website
    0.45
    evidence rules-v5
    Link in episode "Third Party Evaluators, Fed Hikes Rates, Zuck Pushes Back On AI Slowdown | Jeremy Allaire, Tomasz Tunguz, William Layden, Justin Beroz, Eli Wachs, Sean McCarthy, Tom Mueller": https://cisco.com/
  • mentioned public.com website
    0.45
    evidence rules-v5
    Link in episode "Third Party Evaluators, Fed Hikes Rates, Zuck Pushes Back On AI Slowdown | Jeremy Allaire, Tomasz Tunguz, William Layden, Justin Beroz, Eli Wachs, Sean McCarthy, Tom Mueller": https://public.com/
  • mentioned railway.com website
    0.45
    evidence rules-v5
    Link in episode "Third Party Evaluators, Fed Hikes Rates, Zuck Pushes Back On AI Slowdown | Jeremy Allaire, Tomasz Tunguz, William Layden, Justin Beroz, Eli Wachs, Sean McCarthy, Tom Mueller": https://railway.com/
  • mentioned @TBPNLive website
    0.45
    evidence rules-v5
    Link in episode "Third Party Evaluators, Fed Hikes Rates, Zuck Pushes Back On AI Slowdown | Jeremy Allaire, Tomasz Tunguz, William Layden, Justin Beroz, Eli Wachs, Sean McCarthy, Tom Mueller": https://youtube.com/@TBPNLive
  • mentioned console.com website
    0.45
    evidence rules-v5
    Link in episode "Third Party Evaluators, Fed Hikes Rates, Zuck Pushes Back On AI Slowdown | Jeremy Allaire, Tomasz Tunguz, William Layden, Justin Beroz, Eli Wachs, Sean McCarthy, Tom Mueller": https://console.com/
  • mentioned crowdstrike.com website
    0.45
    evidence rules-v5
    Link in episode "Third Party Evaluators, Fed Hikes Rates, Zuck Pushes Back On AI Slowdown | Jeremy Allaire, Tomasz Tunguz, William Layden, Justin Beroz, Eli Wachs, Sean McCarthy, Tom Mueller": https://crowdstrike.com/
  • discusses Entrepreneurship website
    0.40
    evidence rules-v5
    Feed category: Entrepreneurship
  • references figma.com website
    0.38
    evidence rules-v5
    Link in episode "Third Party Evaluators, Fed Hikes Rates, Zuck Pushes Back On AI Slowdown | Jeremy Allaire, Tomasz Tunguz, William Layden, Justin Beroz, Eli Wachs, Sean McCarthy, Tom Mueller": https://figma.com/
  • references ramp.com website
    0.38
    evidence rules-v5
    Link in episode "Third Party Evaluators, Fed Hikes Rates, Zuck Pushes Back On AI Slowdown | Jeremy Allaire, Tomasz Tunguz, William Layden, Justin Beroz, Eli Wachs, Sean McCarthy, Tom Mueller": https://ramp.com/
  • references nyse.com website
    0.38
    evidence rules-v5
    Link in episode "Third Party Evaluators, Fed Hikes Rates, Zuck Pushes Back On AI Slowdown | Jeremy Allaire, Tomasz Tunguz, William Layden, Justin Beroz, Eli Wachs, Sean McCarthy, Tom Mueller": https://nyse.com/
  • references shopify.com website
    0.38
    evidence rules-v5
    Link in episode "Third Party Evaluators, Fed Hikes Rates, Zuck Pushes Back On AI Slowdown | Jeremy Allaire, Tomasz Tunguz, William Layden, Justin Beroz, Eli Wachs, Sean McCarthy, Tom Mueller": https://shopify.com/
  • references Codex website
    0.38
    evidence rules-v5
    Link in episode "Third Party Evaluators, Fed Hikes Rates, Zuck Pushes Back On AI Slowdown | Jeremy Allaire, Tomasz Tunguz, William Layden, Justin Beroz, Eli Wachs, Sean McCarthy, Tom Mueller": http://openai.com/codex
  • references mongodb.com website
    0.38
    evidence rules-v5
    Link in episode "Third Party Evaluators, Fed Hikes Rates, Zuck Pushes Back On AI Slowdown | Jeremy Allaire, Tomasz Tunguz, William Layden, Justin Beroz, Eli Wachs, Sean McCarthy, Tom Mueller": https://mongodb.com/
  • references cisco.com website
    0.38
    evidence rules-v5
    Link in episode "Third Party Evaluators, Fed Hikes Rates, Zuck Pushes Back On AI Slowdown | Jeremy Allaire, Tomasz Tunguz, William Layden, Justin Beroz, Eli Wachs, Sean McCarthy, Tom Mueller": https://cisco.com/
  • references public.com website
    0.38
    evidence rules-v5
    Link in episode "Third Party Evaluators, Fed Hikes Rates, Zuck Pushes Back On AI Slowdown | Jeremy Allaire, Tomasz Tunguz, William Layden, Justin Beroz, Eli Wachs, Sean McCarthy, Tom Mueller": https://public.com/
  • references railway.com website
    0.38
    evidence rules-v5
    Link in episode "Third Party Evaluators, Fed Hikes Rates, Zuck Pushes Back On AI Slowdown | Jeremy Allaire, Tomasz Tunguz, William Layden, Justin Beroz, Eli Wachs, Sean McCarthy, Tom Mueller": https://railway.com/
  • references @TBPNLive website
    0.38
    evidence rules-v5
    Link in episode "Third Party Evaluators, Fed Hikes Rates, Zuck Pushes Back On AI Slowdown | Jeremy Allaire, Tomasz Tunguz, William Layden, Justin Beroz, Eli Wachs, Sean McCarthy, Tom Mueller": https://youtube.com/@TBPNLive
  • references console.com website
    0.38
    evidence rules-v5
    Link in episode "Third Party Evaluators, Fed Hikes Rates, Zuck Pushes Back On AI Slowdown | Jeremy Allaire, Tomasz Tunguz, William Layden, Justin Beroz, Eli Wachs, Sean McCarthy, Tom Mueller": https://console.com/
  • references crowdstrike.com website
    0.38
    evidence rules-v5
    Link in episode "Third Party Evaluators, Fed Hikes Rates, Zuck Pushes Back On AI Slowdown | Jeremy Allaire, Tomasz Tunguz, William Layden, Justin Beroz, Eli Wachs, Sean McCarthy, Tom Mueller": https://crowdstrike.com/

companys 11

  • mentioned TBPN Corp company
    0.70
    evidence rules-v5
    Feed author/publisher: TBPN Corp
  • mentioned Footprint company
    0.68
    evidence rules-v5
    founder of Footprint
  • mentioned Rainco company
    0.62
    evidence rules-v5
    CEO of Rainco
  • founded Footprint company
    0.54
    evidence rules-v5
    founder of Footprint
  • mentioned Business company
    0.50
    evidence rules-v5
    Feed category: Business
  • mentioned Technology company
    0.50
    evidence rules-v5
    Feed category: Technology
  • works at Rainco company
    0.50
    evidence rules-v5
    CEO of Rainco
  • works at Footprint company
    0.50
    evidence rules-v5
    founder of Footprint
  • discusses Business company
    0.40
    evidence rules-v5
    Feed category: Business
  • discusses Technology company
    0.40
    evidence rules-v5
    Feed category: Technology
  • hosted by TBPN Corp company
    0.40
    evidence rules-v5
    Feed author/publisher: TBPN Corp

persons 2

Episode description as stored
(00:52) - Third Party Evaluators (14:00) - Fed Hikes Rates (18:47) - Zuck Pushes Back On AI Slowdown (37:44) - Kalshi's AI Compute Market Closed (49:45) - Jeremy Allaire discusses Circle’s launch of Arc, a blockchain-based economic operating system designed for payments, capital markets, and trusted AI-agent transactions. The Circle co-founder, chairman, and CEO also explains how stablecoins such as USDC could reduce payment costs and expand global financial access, while addressing evolving U.S. cryptocurrency regulation. (58:29) - Timeline Reactions (01:05:21) - Tomasz Tunguz, founder and general partner at Theory Ventures, discusses AI regulation, liability, inference infrastructure, open-source models, and investment opportunities across the AI stack. He also examines soaring valuations for AI companies, agent economics and monetization, software acquisitions, and venture capital liquidity. (01:26:39) - William Layden discusses how Roon’s modular AI data centers convert surplus utility-scale solar power into computing capacity. He explains the technology’s rapid deployment, potential applications for wind and other renewable sources, and his belief that solar energy will power the future of computing. (01:35:25) - Justin Beroz, founder and CEO of Rainco, is a mechanical engineer and theoretical physicist developing mathematical tools to solve turbulence. Justin Beroz discusses the practical limits of the Navier–Stokes breakthrough, AI-generated proofs, and Rainco’s plans to commercialize more reliable fluid-simulation software and eventually turbulence-control hardware. (01:47:30) - Eli Wachs, founder of Footprint, discusses building an AI operating system that helps financial institutions detect, investigate, and prevent financial crime. He explains how Footprint uses AI agents, extensive data access, and case memory to investigate every transaction, counter increasingly sophisticated criminal networks, and reduce the multitrillion-dollar global impact of fraud. (01:58:31) - Sean McCarthy discusses his role as co-founder and CEO of Back Ops, an AI-native platform that automates supply-chain back-office operations. He explains how the company reduces operating costs, improves claims approval rates, integrates with systems ranging from spreadsheets to mainframes, and plans to use its $42 million Series B to expand across retail, manufacturing, and pharmaceuticals. (02:05:52) - Tom Mueller discusses Impulse Space’s $808 million Series D financing, its Mira and Helios spacecraft, and growing opportunities in orbital transportation and government launch programs. The founder and CEO also reflects on SpaceX’s engineering culture, AI adoption, spacecraft reliability, and the challenges of hiring experienced aerospace and software talent. TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com Codex - http://openAI.com/codex Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/tbpn/id1772360235 https://www.youtube.com/@TBPNLive