TBPN Monday: ‘Pacing AI’ debate, Mitchell Green on software, Faraj Aalaei on semis.
| Show | TBPN |
| Episode | The “Pacing AI” Debate | Nico Wittenborn, Scott Keogh, Mitchell Green, David Rosenthal & Ben Gilbert, Faraj Aalaei |
| Guest | Nico Wittenborn, Scott Keogh, Mitchell Green, David Rosenthal, Ben Gilbert, Faraj Aalaei |
| Host | John Coogan, Jordi Hays |
| Published | 2026-09-14T21:19:53Z |
| Duration | 2h 50m |
| Fidelity | [metadata-only] |
| Stance | NEUTRAL |
| Listen | Episode link |
TBPN hosts John Coogan and Jordi Hays open the September 14 show with a “Pacing AI” debate, then run five interviews: Adjacent solo-GP Nico Wittenborn on his consumer-subscription, AI, hardware and European-technology strategy; Scout Motors CEO Scott Keogh on reviving the Scout brand as a US-built electric-vehicle maker targeting 2028 deliveries; Lead Edge Capital founder Mitchell Green on enterprise-software resilience amid AI disruption, balance-sheet strength, AI regulation and cybersecurity risk; Acquired’s David Rosenthal on Home Depot’s compounding history; and Cognichip CEO Faraj Aalaei on using specialized AI to cut chip-development time, cost and risk.