YC Demo Day, Spoon = Bent (Again), iPhone Duo Reactions | Garry Tan, Om Buddhdev, Karen Serfaty, Antonio Li, Edward Ge, Alfredo Gonzalez

**John Coogan** (0:00)
You're watching TBPN. Today is Thursday, September 10th, 2026 We are live from the TBPN Altar Dome, the Temple of Technology, the Forge of Financial Capital. Every time I see the Road to Christmas, I laugh. How many days we got, Jordi?

**Jordi Hays** (0:13)
105 days.

**John Coogan** (0:16)
105 days till Christmas, get ready. Let me also tell you about ramp.com. They're making a musical or Broadway play.
Time is money, save both, easy to use corporate cards, bill pay, accounting and a whole lot more, all in one place. We'll get to the story, but awesome, awesome stunt. It also looks like it's a musical about ramp bill pay, specifically. I like that it's not just about the corporate entity. It's the sub product. It's one skew. You got to be making whole Broadway plays about single skews for your company.
No, they got Billy Zane. They got a bunch of really talented people working on this. I think it's going to be really fun.
The teaser trailer dropped on Eric Lyman's ex account today, but it's going to be fun to watch that project. Unfurl. Very cool. Well, should we do a little bit of a news roundup? We have Y Combinator Dema Day going on today. We got Garry Tan coming on the show, 11.25. Then we're going back to back with five different startups that are in this YC batch, doing everything from humanoid robots to satellites, to AI agents and credit cards, fintech. We're going all over the place. Giving you a tour of what's going on in the startup world, which I personally enjoy because it's a good way to ground yourself in what's happening at the early stage. There's so much discussion about what's going on among the big labs and Apple obviously in the news yesterday. It can be all encompassing. But the big story-

**Jordi Hays** (1:48)
It's time to talk to the future.

**John Coogan** (1:50)
Talk to the future, the next generation.

**Jordi Hays** (1:51)
No, that's really what it gives you a little bit of insight into what things are going to look like in a decade. Some people don't think we're going to be here in a decade.

**John Coogan** (1:59)
They don't.

**Jordi Hays** (2:01)
It's one of them. Never, Black Pill. I saw a good post this morning.
What'd you say? Josha Box said, If you think AI will lead to human extinction by 2030, I will take that bet. If we are still alive by December 31st, 2030, you pay me 1 million USD. If not, I will pay you 10 million USD.

**John Coogan** (2:23)
That's a good, good, good joke. Take it.

**Jordi Hays** (2:26)
Yeah. There's a lot of people out there that should take the bet, I think.

**John Coogan** (2:31)
Why? There's no, I mean, that's a whole joke.

**Jordi Hays** (2:34)
No, I know.

**John Coogan** (2:36)
Yeah, I mean, with a lot of these, the arguments break down, a lot of things break down. It's also just so difficult to put a P-Doom over time, because you have to time-bound it, because, you know, general scientists will say, humanity will go extinct eventually. The default number is 10 to the 100 years.
That's a Google years from now. It's he death of the universe. The stars collapse. Even in a billion years, we're going to be in trouble because the sun will be larger than the Earth, will have expanded to become encompassing the Earth. So you got to get off Earth in the next billion years. We're working on that with SpaceX. Elon occasionally delayed. I think he's going to make it before the next billion years. The AI thing, obviously, much more pressing, all sorts of hacks and agentic capabilities, lots of debate going on, and a wall-to-wall press tour from a lot of the safety community. Daniel from AI 2027 was on Joe Rogan. It was an interesting list and he makes a lot of good points. He breaks things down for a broader audience, and then Rogan will take him in these very funny directions, just being like, yeah, these AI agents are crazy. Let's talk about UFOs. It's actually like the meme. They're like, oh yeah, have you heard about remote viewing?
He breaks down remote viewing for him, and Daniel has to be like, I'm a little more skeptical of that, but I'm a real believer in X-risk.
I think the net effect is going to be more awareness about the topic, more discussion about the topic. It might just wind up muddling it because people now put X-risk in the aliens, UFOs, remote viewing camp. Oh, it's like a fun thing that Joe Rogan talks about. It becomes more abstract as opposed to being more concrete, but I don't really know. We'll see, we'll see. What did AI 2027 predict for September of 2026? They said, this is the stage where AI becomes economically disruptive and starts accelerating AI research itself. We got the second part. The labs are all saying, we have an automated AI research intern.