SELL EVERYTHING (Including Your Dollars), Tesla Roadster Hype, Valar Atomics VC Feud | Reed Albergotti, Bryan Cantrill, Daniel Kimminau

Bryan Cantrill (0:00)

You're watching TBPN.

John Coogan (0:02)

Today is Thursday, October 15th, 2026 We are live from the TBPN Ultradome, the Temple of Technology, the Fortress of Finance, the Capitol of Capitol. How many days till Christmas? I know that's what you came to the show. That's the question you've been answering. We got the answer for you right here on TBPN. There are exactly 70 days until Christmas. It feels so close. It feels so close. It's remarkable.

It's been wonderful that you've all joined us on the road to Christmas.

It's been a strong, strong road. I do want to give a little...

Jordi Hays (0:43)

There's more...

John Coogan (0:44)

There's more coming.

Jordi Hays (0:44)

There's more coming. There's actually a lot more coming.

John Coogan (0:47)

There's 70 days or after that.

Jordi Hays (0:50)

Well, of course, the clock restarts.

John Coogan (0:52)

Yeah, 364, immediately, of course. But I do need to give a little bit of a... First, first, let me tell you about ramp.com. Time is money. Save both. Easy to use corporate cards. Bill Payne, accounting, and a whole lot more. All in one place. I actually have a little Christmas gift right here. Let me open this up. Production team, cost this my way this morning. And let's open it up. What's inside? What's inside?

Oh, it's a ramp card.

Great Christmas gift. Look at that. This holiday season. Get it for someone you love. Get it for someone who needs to save time and money, which is really everybody. Also, congrats to Ramp. Massive fundraising news. We'll be talking to the team tomorrow. But the road to Christmas. We're 70 days away.

And this can be a difficult moment. I mean, I don't want to call out anyone in particular on our team, but there was an individual on our team yesterday who I was reflecting because it had been a little bit cold over the weekend, that I was feeling especially Christmas.

I was feeling the yule tide. I was feeling the hearth. I wanted to warm up my hands. We were in the jackets. Everyone was saying, was it so cold in the studio? I was like, no, there's just a warm fire burning inside my belly as I get closer to Christmas. But somebody on our team is like, I'm like, oh, we're finally in the cold season. As soon as the cold starts where you live, whether you're in California or New York, as soon as it gets a little crisp, it's game on. It's game on. No one's going to look at you like you're crazy for talking about it's only 70 days till Christmas because it's Christmasy out. It's cold. It's cold. But Michael over there, I'm going to call you out. Michael over there on our team is like, John, you know it's going to get hot again. It's going to get hot again. And yes, I checked the weather. It's going to be 80 degrees today, which is not the most Christmasy weather.

Jordi Hays (2:50)

There's actually a heat advisory in California from the National Weather Service.

John Coogan (2:54)

There's a heat advisory. But there is a lesson.

Jordi Hays (2:57)

It remains in effect until Saturday.

John Coogan (2:59)

Which is Michael, 90% of the road to Christmas, the battle for the road to Christmas is mindset. And we can't have anyone on this team being a Grinch right now. It's very important that everyone supports the idea and looks on whichever side has the greener grass.

Jordi Hays (3:19)

Friendly elf mindset.

John Coogan (3:20)

Friendly elf mindset.

Jordi Hays (3:21)

Golden retriever mode.

John Coogan (3:22)

Yes, exactly. So yes, there might be heat advisory. It might be blistering hot.

But we're still gonna stay laser focused on what matters, which is that in 70 days, it will be Christmas.

Jordi Hays (3:35)

That's right. We're pretty excited here. We're headed to see, you can see everything, the new Nathan Fielder movie. Later today after the show with a great group. Can't wait.

We'll have the review for you tomorrow.

John Coogan (3:51)

Yeah, that'll be fun.

Jordi Hays (3:52)

Really anything to take our minds off the market, John. Yes. Because it's an absolute bloodbath out there.

John Coogan (3:57)

Well, before we go into the market and the news, let me tell you about Figma. Agents, meet the canvas. Your AI agents can now create and modify your Figma files with design system context. Okay, so the market is mostly reacting to the Anthropic Investor Day numbers, but it's been in a decline for a long time over the last month. Core weaves down something like 50% over the last month or so.