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John Coogan
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John Coogan retweetledi
John Coogan retweetledi

🚨 TBPN SIMULATOR IS LIVE!
We heard your feedback. You wanted to take a tour of the Ultradome, play minigames as every TBPN staff member, hit the gong, move the goalposts, and do it all inside a multiplayer sim.
tbpnsimulator.com
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John Coogan retweetledi

No one will tell you this but you can just go to the OpenAI-Elon trial.
NYT's @mikeisaac, who's in Oakland covering the case, explains:
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John Coogan retweetledi

Some reflections yesterday @tbpn on early meetings with @paraga and @vladtenev. Two thoughts to summarize:
1/ do hard projects - exceptional founders are comfortable building 'below the waterline'. @p0 and @RobinhoodApp both invested heavily in infra to create long-term gains for themselves + their customers.
2/ trust the graphs - Robinhood was $100Ms of assets and cohorts suggested it would be many $100Bs. It happened. Early agent graphs suggest 1000x+ usage of the web. Let's see...
Andrew Reed@andrew__reed
Let’s make it happen @vladtenev @paraga
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John Coogan retweetledi
John Coogan retweetledi

It’s Wednesday:
- @vladtenev (Robinhood)
- @andrew__reed (Sequoia)
- @paraga (Parallel)
- @JasonYanowitz (Blockworks)
- @MariaSpiropulu (Caltech)
- @SimkinStepan (Squads)
- @kashgupta_ (Hightouch)
- @DanMagy (Firestorm)
- @GabeStengel (Rogo)
- Even Rogers (True Anomaly)
Join us
TBPN@tbpn
Big Tech Earnings, Red vs. Blue Button, Quantum Computing, Goblin Mode Continues x.com/i/broadcasts/1…
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John Coogan retweetledi

President of @blackstone Jon Gray says his firm's biggest theme after data centers is electricity:
"Data centers, robots, autonomous vehicles, reindustrialization. It all needs power. It's everything from LNG, to renewables, to pipelines, to electrical equipment, to utility services."
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John Coogan retweetledi

4-28-2026
An Interview with OpenAI CEO Sam Altman and AWS CEO Matt Garman About Bedrock Managed Agents
stratechery.com/2026/an-interv…
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John Coogan retweetledi

Rick Caruso (@RickCarusoLA) explains why he included curbs and gutters at The Grove as intentional design choices:
"They're there because your eye picks it up."
"If we had built The Grove as a flat plaza without curbs and gutters, you wouldn't read it in your mind as a street."
"The rhythm of the trees, the rhythm of the streetlights. We study all of that stuff."
"We actually had a landscape architect on The Grove who threatened to quit because he wasn't going to design curbs and gutters. He said, 'People are going to trip.' I said, 'People don't trip walking around cities. Why are they going to trip here?'"
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John Coogan retweetledi
John Coogan retweetledi

Intel Rips, Cursor's Plan, Thrive's Giant Bet, GPT 5.5 x.com/i/broadcasts/1…
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John Coogan retweetledi

I am doing some research. What is your #1 favorite moment from TBPN in the last year, whether it was: insightful, just super fun/funny, or memorable in some other way?
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John Coogan retweetledi

This week’s Sharp Text is a look at the Tim Cook era, and 15 years at Apple that mirrored a shift across tech: sharptext.net/2026/tim-cook-…

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John Coogan retweetledi

We are honored to welcome Bob Iger back to Thrive.
Bob leads with boldness and conviction because he knows what he is building and why. He is rejoining Thrive at a time when that kind of leadership matters most.
We are living through the most consequential technology shift of our lifetimes, where AI will democratize access to intelligence in the way the internet democratized access to information. The companies that matter most will not just deploy the most advanced technology. They will understand what their customers truly want and place human judgment, taste, and craft at the center of what they build.
Few people understand this as profoundly as Bob does. He has spent his career proving the things that feel the most human can also be the most eternal. Just as important, Bob embodies one of the firm’s core values; it is not just the business that we do, but how we do our business that will ultimately define our impact.
We are deeply grateful to have him back and look forward to building together.
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John Coogan retweetledi

4-23-2026
An Interview with Google Cloud CEO Thomas Kurian About the Agentic Moment
stratechery.com/2026/an-interv…
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