This is our full interview with Eric Seufert, analyst at Heracles Media, recorded live on TBPN.

We discuss Apple’s AI and privacy tradeoffs, Meta’s AI-powered ad rebound, and how Google is monetizing Gemini at scale.

TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays from 11–2 PT on X and YouTube, with full episodes posted to podcast platforms immediately after.

Described by The New York Times as “Silicon Valley’s newest obsession,” TBPN has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella.