Today on Tech Today, Eric is joined by TJ Parker, Founder of PillPack and Amazon Pharmacy, to break down the current state of drug pricing in the U.S. and the significance of Trump’s recent executive order on prescription drugs. TJ walks through the supply chain mechanics behind inflated out-of-pocket prices and explains why consumers often pay far more than insurers for the same drug.They discuss how middlemen like PBMs distort prices, why rebates have made the system so opaque, and how a “most favored nation” pricing clause could finally give Americans access to net prices at the pharmacy counter. TJ also lays out what a consumer-first drug supply chain could look like—and why it might resemble a retail e-commerce experience more than anything else.We also covered Uber’s new fixed-route commuter shuttles, GM’s next-gen battery chemistry, advances to Tesla’s Optimus, and Anthropic’s upcoming reasoning-first models.
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13:39
The Science of Better Sleep with Matteo Franceschetti
Today, Eight Sleep co-founder and CEO Matteo Franceschetti joins us to talk about sleep science, recovery, and how better sleep might be the greatest untapped lever for improving human performance.He broke down why sleep matters more than fitness or nutrition, how deep and REM sleep drive mental and physical recovery, and how new tools are helping people fall asleep faster and stay asleep longer. Matteo also shares Eight Sleep’s broader vision — from smart beds and thermoregulation to eventually compressing total sleep time without sacrificing recovery.We also covered Harvey's shift to Google and Anthropic models, Chime's IPO filing, SpaceX’s rocket reuse milestone, and a potential Amtrak partnership with The Boring Company.
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12:30
Will the NVIDIA Ban Actually Slow Down China?
Danny Crichton, Head of Editorial & Riskgaming at Lux Capital, joins the podcast to break down the state of U.S. export bans on AI chips — and whether they’re actually working. Danny explains why NVIDIA is so central to the policy debate, how sales are still finding their way to China through workarounds like Singapore, and why the U.S. may not be able to stop China from achieving AI parity if their models keep catching up in performance.We also discuss the tension between national security and commercial success, the importance of measuring output rather than input when it comes to China’s AI capabilities, and what it really means for the U.S. to "stay ahead."Finally, we covered Klarna’s reversal on AI-only customer support, Google’s new AI Futures Fund, a biotech startup linked to Elizabeth Holmes, and Omada Health’s IPO filing.
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8:59
Is AI Masking a VC Bear Market?
Today, Kyle Harrison, general partner at Contrary, joins the podcast to talk about the early-stage venture bear market and why it’s being masked by the AI hype cycle. While valuations for seed and Series A rounds have remained relatively stable, the number of rounds has plummeted, and Kyle argues that the true state of venture is far worse than it appears.Next, the discussion turns to why capital destruction is overdue, how AI has warped investor incentives, and why many great companies are struggling to get attention despite solid fundamentals. Kyle and Eric also discuss the graduation rate from seed to Series A, the role of liquidity at later stages, and how the value chain of capital shapes what gets funded.Finally, the episode covered Klarna’s pivot back to human support, Figma’s new “vibe-coding” AI feature, Waymo’s safety study results, OpenAI’s corporate governance reversal, and Fidji Simo’s appointment as head of applications at OpenAI.
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14:10
Why Mid-Sized Tech Is Leading the M&A Charge with Alex Konrad
A few years ago, all eyes were on Big Tech when it came to startup acquisitions. But with regulatory pressure mounting, a new cohort of acquirers has emerged: mid-sized, AI-native companies like Databricks, Datadog, and OpenAI.In this episode, Alex Konrad of Upstarts Media joins Eric to break down the new wave of $100M–$1B deals — from Databricks’ pending $1B acquisition of Neon to Datadog’s Eppo pickup and OpenAI’s pursuit of Windsurf. They unpack the strategic motives behind these deals, what they signal about the current state of the market, and why companies that once would've been IPO-bound are now attractive targets.We also covered Stripe’s new AI foundation model, Apple moving away from Google search, Amazon’s new touch-sensitive robot, and OpenAI’s quiet meetings with the FDA.
UK