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  1. TBPN
  2. Meet the New Thiel Fellows, GPT 5.5, Thoma Bravo Loses Medallia | Victor Boyd, Alex Shieh, Nick Dobroshinsky, Ishan Gupta, Antoni Kiszka, Milan Lustig, Galen Mead, Aubrey Niederhoffer, Samuel Carvalho, Claire Wang
Meet the New Thiel Fellows, GPT 5.5, Thoma Bravo Loses Medallia | Victor Boyd, Alex Shieh, Nick Dobroshinsky, Ishan Gupta, Antoni Kiszka, Milan Lustig, Galen Mead, Aubrey Niederhoffer, Samuel Carvalho, Claire Wang

Meet the New Thiel Fellows, GPT 5.5, Thoma Bravo Loses Medallia | Victor Boyd, Alex Shieh, Nick Dobroshinsky, Ishan Gupta, Antoni Kiszka, Milan Lustig, Galen Mead, Aubrey Niederhoffer, Samuel Carvalho, Claire Wang

TBPN · Apr 23, 2026

Thiel Fellowship GigaStream! Meet founders building autonomous forklifts, AI fraud detection, & more. Plus: GPT 5.5 drops & Thoma Bravo's $5.1B loss.

Remote Teleoperation Is a Profitable and Necessary Bridge to Full Industrial Autonomy

While many in the robotics industry chase the "fully autonomous" narrative, teleoperation—having remote workers control machines with Xbox controllers—is an extremely valuable and practical step. Customers care about task completion, not the level of autonomy, making teleop a key tool for gathering training data and ensuring reliability.

Meet the New Thiel Fellows, GPT 5.5, Thoma Bravo Loses Medallia | Victor Boyd, Alex Shieh, Nick Dobroshinsky, Ishan Gupta, Antoni Kiszka, Milan Lustig, Galen Mead, Aubrey Niederhoffer, Samuel Carvalho, Claire Wang thumbnail

Meet the New Thiel Fellows, GPT 5.5, Thoma Bravo Loses Medallia | Victor Boyd, Alex Shieh, Nick Dobroshinsky, Ishan Gupta, Antoni Kiszka, Milan Lustig, Galen Mead, Aubrey Niederhoffer, Samuel Carvalho, Claire Wang

TBPN·12 hours ago

Anti-Fraud Company's Business Model Is Suing Fraudsters for Whistleblower Bounties

A novel business model for public accountability involves using AI to detect government fraud and then suing the perpetrators. The company operates on contingency, making money only when it recovers funds for the government and receives a 15-30% whistleblower bounty, creating a self-sustaining engine for fighting corruption.

Meet the New Thiel Fellows, GPT 5.5, Thoma Bravo Loses Medallia | Victor Boyd, Alex Shieh, Nick Dobroshinsky, Ishan Gupta, Antoni Kiszka, Milan Lustig, Galen Mead, Aubrey Niederhoffer, Samuel Carvalho, Claire Wang thumbnail

Meet the New Thiel Fellows, GPT 5.5, Thoma Bravo Loses Medallia | Victor Boyd, Alex Shieh, Nick Dobroshinsky, Ishan Gupta, Antoni Kiszka, Milan Lustig, Galen Mead, Aubrey Niederhoffer, Samuel Carvalho, Claire Wang

TBPN·12 hours ago

B2B Marketplaces Beat Disintermediation by Bundling Logistics and Credit for Small Buyers

Small merchants are often ignored by large manufacturers who cannot economically handle small-drop logistics or underwrite short-term credit. A B2B wholesale platform can build a strong moat by solving these two problems, becoming an indispensable intermediary that the two sides cannot easily bypass.

Meet the New Thiel Fellows, GPT 5.5, Thoma Bravo Loses Medallia | Victor Boyd, Alex Shieh, Nick Dobroshinsky, Ishan Gupta, Antoni Kiszka, Milan Lustig, Galen Mead, Aubrey Niederhoffer, Samuel Carvalho, Claire Wang thumbnail

Meet the New Thiel Fellows, GPT 5.5, Thoma Bravo Loses Medallia | Victor Boyd, Alex Shieh, Nick Dobroshinsky, Ishan Gupta, Antoni Kiszka, Milan Lustig, Galen Mead, Aubrey Niederhoffer, Samuel Carvalho, Claire Wang

TBPN·12 hours ago

US Government Combats 'Adversarial Distillation' of American AI Models by Foreign Entities

Foreign entities, primarily in China, are reportedly running industrial-scale campaigns to steal capabilities from U.S. frontier AI systems. They use tens of thousands of proxy accounts and jailbreaking techniques to systematically extract proprietary information, prompting the U.S. government to form a dedicated task force.

Meet the New Thiel Fellows, GPT 5.5, Thoma Bravo Loses Medallia | Victor Boyd, Alex Shieh, Nick Dobroshinsky, Ishan Gupta, Antoni Kiszka, Milan Lustig, Galen Mead, Aubrey Niederhoffer, Samuel Carvalho, Claire Wang thumbnail

Meet the New Thiel Fellows, GPT 5.5, Thoma Bravo Loses Medallia | Victor Boyd, Alex Shieh, Nick Dobroshinsky, Ishan Gupta, Antoni Kiszka, Milan Lustig, Galen Mead, Aubrey Niederhoffer, Samuel Carvalho, Claire Wang

TBPN·12 hours ago

The Failure of Apple's 'Planet of the Apps' Shows Why Tech Is Hard to Gamify for TV

Unlike the tangible, visually demonstrable products on 'Shark Tank' (e.g., a new mop), software is inherently abstract and difficult to make compelling television. The failure of Apple's star-studded show 'Planet of the Apps' illustrates this challenge, where pitches on escalators failed to capture audience imagination.

Meet the New Thiel Fellows, GPT 5.5, Thoma Bravo Loses Medallia | Victor Boyd, Alex Shieh, Nick Dobroshinsky, Ishan Gupta, Antoni Kiszka, Milan Lustig, Galen Mead, Aubrey Niederhoffer, Samuel Carvalho, Claire Wang thumbnail

Meet the New Thiel Fellows, GPT 5.5, Thoma Bravo Loses Medallia | Victor Boyd, Alex Shieh, Nick Dobroshinsky, Ishan Gupta, Antoni Kiszka, Milan Lustig, Galen Mead, Aubrey Niederhoffer, Samuel Carvalho, Claire Wang

TBPN·12 hours ago

Computer Screen Recordings Are the Ideal Pre-Training Data for Action-Oriented AI Agents

The computer serves as a universal actuator for human work across diverse environments. This makes screen recordings an existing, large-scale dataset perfectly suited for pre-training base models for agency. This approach aims to create a foundational model for action by replicating human input (keystrokes, mouse moves) and output.

Meet the New Thiel Fellows, GPT 5.5, Thoma Bravo Loses Medallia | Victor Boyd, Alex Shieh, Nick Dobroshinsky, Ishan Gupta, Antoni Kiszka, Milan Lustig, Galen Mead, Aubrey Niederhoffer, Samuel Carvalho, Claire Wang thumbnail

Meet the New Thiel Fellows, GPT 5.5, Thoma Bravo Loses Medallia | Victor Boyd, Alex Shieh, Nick Dobroshinsky, Ishan Gupta, Antoni Kiszka, Milan Lustig, Galen Mead, Aubrey Niederhoffer, Samuel Carvalho, Claire Wang

TBPN·12 hours ago

A Super App Strategy Allows Food Delivery to Serve as a Loss Leader for FinTech in Africa

In emerging markets like Nigeria, a standalone food delivery business struggles with price sensitivity. By pursuing a super app model, a company can use low-margin food delivery as a customer acquisition channel and convert users to a high-margin payments product, enabling it to undercut pure-play competitors.

Meet the New Thiel Fellows, GPT 5.5, Thoma Bravo Loses Medallia | Victor Boyd, Alex Shieh, Nick Dobroshinsky, Ishan Gupta, Antoni Kiszka, Milan Lustig, Galen Mead, Aubrey Niederhoffer, Samuel Carvalho, Claire Wang thumbnail

Meet the New Thiel Fellows, GPT 5.5, Thoma Bravo Loses Medallia | Victor Boyd, Alex Shieh, Nick Dobroshinsky, Ishan Gupta, Antoni Kiszka, Milan Lustig, Galen Mead, Aubrey Niederhoffer, Samuel Carvalho, Claire Wang

TBPN·12 hours ago

Autonomous Forklift Startups Must Build Custom Hardware; Retrofitting Is a Dead End

Unlike the automotive industry where cars have standardized systems like CAN bus, forklifts lack internal standardization, even within the same model and year. This makes retrofitting for autonomy unreliable, forcing serious players like Victor Boyd's company to design and build their own forklifts from the ground up.

Meet the New Thiel Fellows, GPT 5.5, Thoma Bravo Loses Medallia | Victor Boyd, Alex Shieh, Nick Dobroshinsky, Ishan Gupta, Antoni Kiszka, Milan Lustig, Galen Mead, Aubrey Niederhoffer, Samuel Carvalho, Claire Wang thumbnail

Meet the New Thiel Fellows, GPT 5.5, Thoma Bravo Loses Medallia | Victor Boyd, Alex Shieh, Nick Dobroshinsky, Ishan Gupta, Antoni Kiszka, Milan Lustig, Galen Mead, Aubrey Niederhoffer, Samuel Carvalho, Claire Wang

TBPN·12 hours ago

Full-Stack Compute Startups Can De-Risk Hardware by Selling Software First

Startups building custom silicon for physical autonomy face immense capital costs. A staged approach can de-risk this by first developing and selling a hardware-agnostic software layer for model optimization. This generates early revenue, proves the market, and funds the gradual progression towards a full custom ASIC tape-out.

Meet the New Thiel Fellows, GPT 5.5, Thoma Bravo Loses Medallia | Victor Boyd, Alex Shieh, Nick Dobroshinsky, Ishan Gupta, Antoni Kiszka, Milan Lustig, Galen Mead, Aubrey Niederhoffer, Samuel Carvalho, Claire Wang thumbnail

Meet the New Thiel Fellows, GPT 5.5, Thoma Bravo Loses Medallia | Victor Boyd, Alex Shieh, Nick Dobroshinsky, Ishan Gupta, Antoni Kiszka, Milan Lustig, Galen Mead, Aubrey Niederhoffer, Samuel Carvalho, Claire Wang

TBPN·12 hours ago

Brain Emulation Research Starts with Worms to Solve Fundamental Imaging Problems

Simulating a brain requires immense data, but imaging a live mouse brain is currently impossible. Researchers start with the C. elegans worm not just because it has only 300 neurons, but because its translucent body allows for effective fluorescence imaging. This solves core data collection problems before scaling to more complex organisms.

Meet the New Thiel Fellows, GPT 5.5, Thoma Bravo Loses Medallia | Victor Boyd, Alex Shieh, Nick Dobroshinsky, Ishan Gupta, Antoni Kiszka, Milan Lustig, Galen Mead, Aubrey Niederhoffer, Samuel Carvalho, Claire Wang thumbnail

Meet the New Thiel Fellows, GPT 5.5, Thoma Bravo Loses Medallia | Victor Boyd, Alex Shieh, Nick Dobroshinsky, Ishan Gupta, Antoni Kiszka, Milan Lustig, Galen Mead, Aubrey Niederhoffer, Samuel Carvalho, Claire Wang

TBPN·12 hours ago

AI Recruiting's Big Opportunity Is Automating High-Margin 'Services,' Not Low-Margin Software

The greatest value in recruiting has always been in the service layer—the human judgment required to find and engage talent—not in software like CRMs or ATSs. AI agents represent the first technology capable of automating this high-margin service work at scale, unlocking a decacorn-level opportunity previously inaccessible to pure software plays.

Meet the New Thiel Fellows, GPT 5.5, Thoma Bravo Loses Medallia | Victor Boyd, Alex Shieh, Nick Dobroshinsky, Ishan Gupta, Antoni Kiszka, Milan Lustig, Galen Mead, Aubrey Niederhoffer, Samuel Carvalho, Claire Wang thumbnail

Meet the New Thiel Fellows, GPT 5.5, Thoma Bravo Loses Medallia | Victor Boyd, Alex Shieh, Nick Dobroshinsky, Ishan Gupta, Antoni Kiszka, Milan Lustig, Galen Mead, Aubrey Niederhoffer, Samuel Carvalho, Claire Wang

TBPN·12 hours ago

Thoma Bravo's $5.1B Medallia Loss Shows AI and Debt Threats to Private Equity Software Plays

Thoma Bravo's private equity firm is handing software company Medallia to creditors, wiping out $5.1B in equity. The failure highlights a dual threat: rising interest rates ballooning debt payments on leveraged buyouts, and AI startups rapidly disrupting the core business of established software companies.

Meet the New Thiel Fellows, GPT 5.5, Thoma Bravo Loses Medallia | Victor Boyd, Alex Shieh, Nick Dobroshinsky, Ishan Gupta, Antoni Kiszka, Milan Lustig, Galen Mead, Aubrey Niederhoffer, Samuel Carvalho, Claire Wang thumbnail

Meet the New Thiel Fellows, GPT 5.5, Thoma Bravo Loses Medallia | Victor Boyd, Alex Shieh, Nick Dobroshinsky, Ishan Gupta, Antoni Kiszka, Milan Lustig, Galen Mead, Aubrey Niederhoffer, Samuel Carvalho, Claire Wang

TBPN·12 hours ago