The Social Reckoning Reactions, Fable 5 Sparks Safety Debate, 𝕏 Timeline Reactions | Farza Majeed, Trent Simonian, Sridhar Ramaswamy, Matthew Prince, Vinod Khosla, Ranjan Rajagopalan, Markie Wagner, Bret Taylor

**Jordi Hays** (0:00)
You're watching TBPN.

**John Coogan** (0:02)
Today is Wednesday, June 10th, 2026 We are live from the TBPN Ultra Dome, the temple of technology, the fortress of finance, the capital of capital. Let me tell you about ramp.com, baby. Time is money, save boats, easy to use corporate cards, bill pay, accounting, and a whole lot more.
You go to ramp, ramp, ramp, ramp, ramp. If you want some accounting help, they're gonna say yes and thank you for using us.

**Jordi Hays** (0:25)
And what else?

**John Coogan** (0:27)
Two major stories, a bunch of major stories, but the big one. Facebook got a movie, another movie, actually a third movie, if you count the documentary, there's been The Social Network, The Social Dilemma, and now The Social Reckoning. Only two of those are movies. The Social Dilemma is a documentary, but it's very interesting.
And Anthropic got a fable, and there's been a ton of reaction. Ben Thompson is writing about it, to the rollout there, The Wall Street Journal. The announcement should have been like, the really good model launches, and people are amazed at what it can do, but they put the title, Anthropic puts curbs on AI models. So, I'm sure you've seen this on the timeline, but we'll take you through some of the debates over how restricted the model is in certain areas. Bio is a big one, Cyber is another one. There's a bunch of funny examples, there's a bunch of reasonable arguments for doing this type of stuff. So, we'll go through all of it. But I want to-

**Jordi Hays** (1:28)
Can we talk about who's joining the show today?

**John Coogan** (1:30)
Absolutely, we got a bunch of great guests.

**Jordi Hays** (1:33)
What a lineup.

**John Coogan** (1:34)
What a lineup. Hey, Clicky, Founder, Farza Majeed is joining. You've probably seen his viral demo last week. We're very excited to talk to him about computer use, potential consumer AI applications, what he's doing to build hands-free AI voice assistants. The CEO of Snowflake's coming on, CEO of Cloudflare's coming on, Vinod Khosla from Khosla Ventures is coming on. And then, Bret Taylor, Bret Taylor didn't even make the cutoff on today's lineup. What's going on here?

**Jordi Hays** (2:03)
Brutal. And of course, we have Markie Wagner coming out, announcing, emerging from stealth with her new company.

**John Coogan** (2:10)
We're very excited.

**Jordi Hays** (2:10)
She's fantastic.

**John Coogan** (2:12)
So I want to kick it off with the social network sequel. I want to watch the trailer for The Social Reckoning because Jeremy Strong is playing Mark Zuckerberg. I've heard people say, hey, he looks like Zuck, like the styling is there.

**Jordi Hays** (2:30)
Henry says no Doug from Semi Analysis.

**John Coogan** (2:33)
We got to get him on.

**Jordi Hays** (2:34)
We should get Doug on.

**John Coogan** (2:35)
Let's hit him up.

**Jordi Hays** (2:36)
Hit up Doug.

**John Coogan** (2:37)
Let's get him on.

**Jordi Hays** (2:38)
Let's see if he's available. Not that we have any time, but we'll make time for Doug.

**John Coogan** (2:42)
We'll make time for Doug, any time. So the one critique is Jeremy Strong looks a little bit older than Mark Zuckerberg did in 2011

**Jordi Hays** (2:51)
Are you calling him unc or elder?

**John Coogan** (2:54)
It just doesn't, I think it'll color the movie a little bit in the sense that the film is telling the story of this very difficult whistleblower situation and it's different when it looks like a mature adult versus someone who was young and running into these problems for the first time. Anyway, let's play.

**Jordi Hays** (3:17)
That says no Matthew Prince.

**John Coogan** (3:19)
What?

**Jordi Hays** (3:19)
He is joining.

**John Coogan** (3:20)
Yeah, he's joining. We got the Cloudflare.

**Jordi Hays** (3:22)
1230 Pacific.

**John Coogan** (3:23)
1230, get ready. We're going to go through Cloudflare. They have exciting news. I think it's public already, but I don't want to blow it up if it's going to be announced later today. But anyway, I want to react to the trailer, so let's pull up the trailer.

**SPEAKER_3** (3:39)
Listen, before I go on, I want to make something clear.

**John Coogan** (3:41)
This is how it starts. Okay.

**Jordi Hays** (3:43)
I have a hunch you're not a fan of Facebook, but I am.

**SPEAKER_3** (3:47)
I am here to help Facebook, not hurt it, okay?

**Farza Majeed** (3:51)
You sent me a message.

**SPEAKER_3** (3:52)
What would you like to talk about?

**Sridhar Ramaswamy** (3:58)
The chairman gavels a session to order. You'll read your opening statement, which will skip past for now.

**SPEAKER_3** (4:05)
That's a separate session. And we'll move to witness questioning.