Jason Calacanis covers startups, tech, markets, media, and all the hottest topics in business and technology. He also interviews the world’s greatest founders, operators, investors, and innovators.
The podcast This Week in Startups is created by Jason Calacanis. The podcast and the artwork on this page are embedded on this page using the public podcast feed (RSS).
This Week in Startups is brought to you by…
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Todays show:Jason & Alex chat with Varun Mohan, founder & CEO of Codeium, the revolutionary AI-powered coding platform backed by Kleiner Perkins & Founders Fund. Varun shares insights on pivoting to greatness, scaling enterprise solutions, and launching Codeium's new IDE, Windsurf.
Timestamps:
(0:00) Jason and Alex kick off the show (0:30) Failure examples and Star Wars character confusion (1:38) Introduction to the episode, guests, and Perplexity AI (4:36) Varun Mohan and Codium's journey in AI and IDE development (11:01) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST (12:29) The challenge of moderate success and building 10x better experiences (19:48) LinkedIn Ads - Get a $100 LinkedIn ad credit at http://www.linkedin.com/thisweekinstartups (21:21) Alex Wilhelm's Cascade demo and Codium's capabilities (24:49) Codium's pricing and the future of no code development (31:45) PrizePicks - Run your game. Download the app today and use code TWIST to get $50 instantly after you play your first $5 lineup! (33:31) Satya Nadella on SaaS's future and AI replacing agents (36:00) AI's impact on developer jobs, salaries, and remote work (41:27) Elite developers, hiring strategies, and in-person vs. remote work (46:03) Twist 500, upcoming events, and what VCs seek in startups (53:02) Hyper competition in AI services and niche market strategies (58:26) Audience Q&A and closing remarks
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Follow Varun:
LinkedIn: https://www.linkedin.com/in/varunkmohan
Check out: https://codeium.com
Follow Alex:
LinkedIn: https://www.linkedin.com/in/alexwilhelm
Follow Jason:
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
Thank you to our partners:
(11:01) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST
(19:48) LinkedIn Ads - Get a $100 LinkedIn ad credit at http://www.linkedin.com/thisweekinstartups
(31:45) PrizePicks - Run your game. Download the app today and use code TWIST to get $50 instantly after you play your first $5 lineup!
Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
Follow TWiST:
Twitter: https://twitter.com/TWiStartups
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Substack: https://twistartups.substack.com
Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916
This Week in Startups is brought to you by…
Coda. Coda empowers your startup by bringing words, tables, and teams together. Strategize, plan, and track goals effectively with all your valuable data in one place. Go to https://www.coda.io/twist to get started for FREE and get 6 free months of the Team plan.
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Gusto. Gusto is easy online payroll, benefits, and HR built for modern small businesses. Get three months free when you run your first payroll at https://www.gusto.com/twist
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Todays show:
Alex and Jason discuss Databricks’ record raise, TikTok’s big day at the Supreme Court, Shishir Mehrotra on the Coda-Grammarly merger, and more.
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Timestamps:
(0:00) Jason and Alex kick off the show (3:38) Insights on Databricks' private fundraise and venture capital trends (8:37) Predictions on unlimited free energy, water, and food
(9:41) Coda - Empower your startup with Coda’s Team plan for free—get 6 months at https://www.Coda.io/twist (14:25) The declining costs of cloud computing (17:12) Evaluating growth rate for startup valuations (19:46) Competitive landscape: Databricks vs. Snowflake
(20:48) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist 22:07 The strategic importance of selecting the right customers 26:34 Venture capital communication and the ghosting phenomenon 28:43 TikTok's ongoing legal challenges
(31:25) Gusto - Get three months free when you run your first payroll at http://gusto.com/twist (32:33) Shashir Mehrotra on the Coda-Grammarly merger (37:16) Vision and applications of the Coda-Grammarly partnership (42:35) Future of AI agents and Grammarly's role (45:13) SaaS industry dynamics and AI's role in upselling (49:10) The impact of AI on job automation and workforce productivity (54:40) Team sizes and AI-driven productivity debate (57:18) The future interaction with AI agents (1:00:40) Efficiency gains from combining Grammarly and Coda (1:02:02) The role of ChatGPT and AI in social media (1:03:46) Tailoring AI tools for business needs (1:06:26) Lessons from mergers and acquisitions in the tech sector (1:08:08) Strategic acquisitions and their importance in the tech industry
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Follow Shishir:
X: https://x.com/shishirmehrotra
LinkedIn: https://www.linkedin.com/in/shishirmehrotra
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Follow Alex:
LinkedIn: https://www.linkedin.com/in/alexwilhelm
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Follow Jason:
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
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Thank you to our partners:
(9:41) Coda - Empower your startup with Coda’s Team plan for free—get 6 months at https://www.Coda.io/twist
(20:48) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
(31:25) Gusto - Get three months free when you run your first payroll at http://gusto.com/twist
*
Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
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Check out Jason’s suite of newsletters: https://substack.com/@calacanis
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Follow TWiST:
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
Substack: https://twistartups.substack.com
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Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916
Timestamps:
(0:00) Jason and Sunny kick off the show
(1:26) Discussing Groq's recent developments and Middle East tech inspiration (3:51) Global business challenges and Jason's 2025 announcements (7:53) Gemini app demo and ChatGPT 4 comparison
(9:57) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
(11:24) Evaluating ChatGPT 4.0 Pro limitations and robo-taxi fleet costs (12:46) Differences between ChatGPT models and future improvements
(19:57) OpenPhone - Get 20% off your first six months at https://www.openphone.com/twist
(20:58) LLM focus shift and robo taxi cost model experimentation (23:01) Importance of prompt engineering in AI tools adoption (25:31) Workplace AI adoption challenges and generational tech differences (27:22) New productivity hacks and Gemini app's growth
(30:27) Zendesk - Get six months free at https://www.zendesk.com/twist (34:06) Startup support programs and Google Gemini's research capabilities (37:08) AI model performance evaluation and simplification (45:02) Meta's Llama 3.370b launch and AI industry impact (46:37) Infrastructure costs, competitive landscape, and AI-generated content evolution (55:44) Trust and bias in language models, news analysis startup ideas *
Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.com
Check out the TWIST500: https://www.twist500.com
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
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Mentioned on the show:
Check out Sora here: https://sora.com/
Check out Kling here: https://klingai.com/
Check out Groq: https://groq.com/
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Follow Sunny:
LinkedIn: https://www.linkedin.com/in/sundeepm
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Follow Jason:
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
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Thank you to our partners:
(9:57) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
(19:57) OpenPhone - Get 20% off your first six months at https://www.openphone.com/twist
(30:27) Zendesk - Get six months free at https://www.zendesk.com/twist
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Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
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Follow TWiST:
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Substack: https://twistartups.substack.com
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Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916
This Week in Startups is brought to you by…
Ramp. The corporate card and spend management software designed to help you save time and money. Get $250 when you join Ramp today at https://www.ramp.com/twist.
DevSquad. Most dev agencies only offer developers. Why? Because product management is hard. Get an entire product team for the cost of one US developer plus 10% off at http://devsquad.com/twist
Digital Ocean. Whether you’re just getting started with AI, or seeing your project take off, DigitalOcean is the cloud platform that lets you focus on what matters: building killer apps. Right now get up to $100k in free credits at https://www.do.co/twist. Terms and conditions apply.
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Timestamps:
(0:00) Jason and Alex kick off the show (3:03) Government reactions to drone sightings (4:02) Theories and politicians' reactions to the drones (9:21) Ramp. Get $250 when you join Ramp today at https://www.ramp.com/twist. (10:48) Official statements on drone sightings (13:34) Speculation on drones' radiation detection capabilities (15:20) TikTok insights and Swiss startup Arctis Radiation Detectors (20:21) DevSquad - Get an entire product team for the cost of one US developer plus 10% off at http://devsquad.com/twist (21:52) Personal reactions and media aspects of drone sightings (26:12) Startups in drone detection and geopolitical implications (30:36) DigitalOcean. DigitalOcean is the cloud platform you need to turn your AI project into a rocket ship. Right now, approved listeners can get up to $100,000 in free credits to try us out. Visit https://www.do.co/twist - get started and view terms and conditions. (32:23) American Security Drone Act of 2023 and government coordination (39:01) Nicole Wischoff joins Alex and Jason. (40:28) Startup pitches and trend discussions (46:14) Investment strategies and AI's impact on startups (51:10) Market dynamics in various industries (52:09) Fundraising strategies and venture capital insights (57:56) Closing thoughts with Nicole Wischoff (58:05) Venture capital performance metrics (1:00:39) Challenges for large venture funds
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Check out the TWIST500: https://www.twist500.com
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
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Mentioned on the show: Check out Wischoff Ventures: https://www.wischoff.com/
Robin Radar Systems: https://www.robinradar.com/
Arktis Radiation Detectors: https://www.arktis-detectors.com/
ApolloShield: https://www.apolloshield.com/
John Ferguson’s full post: https://www.instagram.com/thegardenstate/reel/DDnmN8oRw3T/
American Security Drone Act Of 2023: https://smartpay.gsa.gov/resources/american-security-drone-act/#:~:text=On December 22%2C 2023%2C the,Fiscal Year 2024 (NDAA)
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Follow Nicole:
LinkedIn: https://www.linkedin.com/in/nicholewischoff
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Follow Alex:
LinkedIn: https://www.linkedin.com/in/alexwilhelm
Follow Jason:
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
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Thank you to our partners:
(9:21) Ramp. Get $250 when you join Ramp today at https://www.ramp.com/twist.
(20:21) DevSquad - Get an entire product team for the cost of one US developer plus 10% off at http://devsquad.com/twist
(30:36) DigitalOcean. DigitalOcean is the cloud platform you need to turn your AI project into a rocket ship. Right now, approved listeners can get up to $100,000 in free credits to try us out. Visit https://www.do.co/twist - get started and view terms and conditions.
*
Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
Substack: https://twistartups.substack.com
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Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916
This Week in Startups is brought to you by…
LinkedIn Jobs. A business is only as strong as its people, and every hire matters. Go to https://www.linkedin.com/twist to post your first job for free. Terms and conditions apply.
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Beehiiv. Power your newsletters with AI tools, referral programs, and ad network features—all in one platform. Get 30 days free and 20% off your first 3 months at https://www.beehiiv.com/twist
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Todays show:
Alex Wilhelm kicks off the show with Cyera’s Yotam Segev to dive into the state of enterprise data security. They discuss Cyera’s impressive feat of raising $300 million just quarters after its previous mega-round and explore the company's recent nine-figure acquisition of Trail Security. Next, Alex unpacks ServiceTitan's successful IPO and Broadcom's milestone achievement of reaching a $1 trillion market cap. To close, Cake Equity’s Kim Hansen joins the conversation to share insights into his company’s growth strategy and how it’s thriving in a highly competitive market.
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Timestamps:
(0:00) Alex kicks off the show
(2:12) Cyera’s Yotam Seveg joins the show
(10:05) LinkedIn Jobs - Post your first job for free at https://www.linkedin.com/twist
(11:34) Evolution from information security to cybersecurity and automated data categorization
(20:44) Cyera's acquisition strategy and impact on the company
(28:00) Washington Post - TWiST listeners can subscribe for just 50 cents per week for your first year at https://www.washingtonpost.com/twist
(29:10) AI's impact on data security and competition in the cybersecurity market
(34:19) ServiceTitan IPO, market reaction, and implications for the industry
(37:34) Beehiiv - Get 30 days free and 20% off your first 3 months at https://www.beehiiv.com/twist
(39:05) Tech companies reaching significant market caps and IPO performances
(47:17) Texas attorney general's lawsuit against tech companies over data practices
(48:21) Cake Equity’s Kim Hansen joins the show
(49:02) Cake Equity's mission, platform, and cap table management software demo
(54:29) Cake Equity's user interface, employee engagement, and expansion plans
(58:22) Automation in onboarding and international growth challenges for Cake Equity
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Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.com
Check out the TWIST500: https://www.twist500.com
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Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
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Mentioned on the show:
*
Follow Yotam:
LinkedIn: https://www.linkedin.com/in/yotam-segev
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Follow Kim:
X: https://x.com/KimHansenYeah
LinkedIn: https://www.linkedin.com/in/kimhansencake
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Follow Alex:
LinkedIn: https://www.linkedin.com/in/alexwilhelm
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Follow Jason:
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
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Thank you to our partners:
(10:05) LinkedIn Jobs - Post your first job for free at https://www.linkedin.com/twist
(28:00) Washington Post - TWiST listeners can subscribe for just 50 cents per week for your first year at https://www.washingtonpost.com/twist
(37:34) Beehiiv - Get 30 days free and 20% off your first 3 months at https://www.beehiiv.com/twist
*
Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
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Follow TWiST:
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Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
Substack: https://twistartups.substack.com
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Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916
Todays show:
In the latest edition of Startup Finance Basics, Jason sits down with Scott Orn from Kruze Consulting to answer the six most important founder/startup questions around finance, accounting, and taxes.
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Timestamps:
(0:00) Kruze COO, Scott Orn, joins Jason to dive into Finance Basics FAQs.
(1:05) How can I avoid paying payroll tax as a startup founder?
(6:54) How do you shut down a startup?
(11:33) Why do I owe Delaware $50,000 in franchise taxes?
(12:58) I’ve got my first customer lined up! How do I get paid?
(16:26) Can I tell VCs that implementation revenue is ARR?
(19:59) Should I raise venture debt when I raise my Series A?
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Check out Kruze: https://kruzeconsulting.com Check out more Finance Basics here: THISWEEKINSTARTUPS.COM/basics
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Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.com
Check out the TWIST500: https://www.twist500.com
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Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
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Follow Scott:
LinkedIn: https://www.linkedin.com/in/scottorn
X: https://twitter.com/scottorn
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Follow Jason:
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
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Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
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Follow TWiST:
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YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
Substack: https://twistartups.substack.com
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Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916
This Week in Startups is brought to you by…
OpenPhone. Create business phone numbers for you and your team that work through an app on your smartphone or desktop. TWiST listeners can get an extra 20% off any plan for your first 6 months at https://www.openphone.com/twist
Vanta. Compliance and security shouldn't be a deal-breaker for startups to win new business. Vanta makes it easy for companies to get a SOC 2 report fast. TWiST listeners can get $1,000 off for a limited time at https://www.vanta.com/twist
CLA. Innovation takes balance. CLA's CPAs, consultants, and wealth advisors can help you get from startup to where you want to end up. Get started now at https://www.CLAconnect.com/tech
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Todays show:
Alex Wilhelm joins Jason to discuss the reporting that Tiger Global's 2021-era fund is not only posting poor results, it's lagging peers from the same timeframe. Then, the pair also interview Suvir Wadhwa, founder and CEO of Flite, a former Launch accelerator company, and dug into the Cruise-GM news along with a peek at the next head of the FTC.
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Timestamps:
(0:00) Jason and Alex kick off the show
(2:19) Tiger Global's investment strategy and performance
(5:49) Challenges of quick capital deployment and market timing
(10:13) OpenPhone - Get 20% off your first six months at https://www.openphone.com/twist
(11:15) Impact of losing key investors or advisors on startups
(12:24) Public market trends affecting private investments
(16:09) Market downturns' effects on startups and investors
(20:05) Vanta - Get $1000 off your SOC 2 at https://www.vanta.com/twist
(21:16) Political influences on market and technology sectors
(29:32) CLA - Get started with CLA's CPAs, consultants, and wealth advisors now at https://claconnect.com/tech (31:10) Trump administration's business policies and immigration
(38:20) Changes in the FTC leadership and impacts on startups
(41:40) Finix's addition to the TWiST500
(44:53) GM's scale-back on Cruise and future implications
(51:25) Self-driving technology's impact on car ownership
(52:39) Flite's Suvir Wadhwa joins the show
(54:18) Flite's business model, AI benefits, and market reach
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Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.com
Check out the TWIST500: https://www.twist500.com
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Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
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Mentioned on the show:
Check out Flite: https://www.flite.city/
Check out the TWiST500: https://www.twist500.com/
Check out Tiger Global: https://www.tigerglobal.com/
Check out E1207: How Tiger Global is outpacing VC with fast, cheap capital ft. Founders Fund’s Everett Randle: https://www.youtube.com/watch?v=koDKxjHe_Kk
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Follow Suvir:
LinkedIn: https://www.linkedin.com/in/suvirwadhwa/
*
Follow Alex:
LinkedIn: https://www.linkedin.com/in/alexwilhelm
*
Follow Jason:
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
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Thank you to our partners:
(10:13) OpenPhone - Get 20% off your first six months at https://www.openphone.com/twist
(20:05) Vanta - Get $1000 off your SOC 2 at https://www.vanta.com/twist
(29:32) CLA - Get started with CLA's CPAs, consultants, and wealth advisors now at https://claconnect.com/tech
*
Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
Substack: https://twistartups.substack.com
*
Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916
This Week in Startups is brought to you by…
Squarespace. Turn your idea into a new website! Go to https://www.Squarespace.com/TWIST for a free trial. When you’re ready to launch, use offer code TWIST to save 10% off your first purchase of a website or domain.
Lemon.io - Hire pre-vetted remote developers, get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
Oracle - Oracle Cloud Infrastructure, or OCI, is a single platform for your infrastructure, database, application development, and AI needs. Save up to 50% on your cloud bill at https://www.oracle.com/twist
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Timestamps:
(0:00) Jason and Lon Harris kick off the show
(2:06) Welcome back to Lon Harris and discussion on current events
(6:04) Drones in New Jersey: Security issues and speculations on their origin
(11:01) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST
(13:04) Privacy concerns surrounding drone technology (15:27) The future of drone delivery services (19:32) OpenAI's launch of the video generation tool, Sora
(20:04) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
(21:34) The emergence of new mediums from AI tools
(31:04) Oracle - Try OCI and save up to 50% on your cloud bill at https://www.oracle.com/twist (32:28) Startup of the Day: Remento (43:06) Uber's milestone and the future of ride-sharing (51:14) Alex Gumbel from Quby Technologies joins the TWIST500 (56:00) Economics of mobile micro factories and deskilling labor in home construction (1:04:09) Market demand and strategic focus in construction innovation (1:07:10) Business model, customer base, and production goals for Qubii Technologies (1:11:11) Challenges and future prospects in the construction industry
Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.com
Check out the TWIST500: https://www.twist500.com
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Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
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Mentioned on the show:
Check out OpenAI’s Sora: https://sora.com/
Check out Cuby: https://www.cubytechnologies.com/
Check out Remento: https://www.remento.co/
*
Follow Lon:
LinkedIn: https://www.linkedin.com/in/lonharris
*
Follow Aleks:
LinkedIn: https://www.linkedin.com/in/iamaleksandrgampel
*
Follow Jason:
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Thank you to our partners:
(11:01) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST
(20:04) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
(31:04) Oracle - Try OCI and save up to 50% on your cloud bill at https://www.oracle.com/twist
*
Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
v
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
Follow TWiST:
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Instagram: https://www.instagram.com/thisweekinstartups
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This Week in Startups is brought to you by…
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*
Todays show:
Anthony Pompliano joins Jason and Alex to discuss crypto markets, Bitcoin's future, and Michael Saylor's Bitcoin strategy. Then, they dive into Reddit's new Q&A feature, SEC shifts, and more!
*
Timestamps:
(0:00) Jason and Alex kick off the show
(7:36) Anthony Pompliano joins the show
(9:55) Ramp. Get $250 when you join Ramp today at https://www.ramp.com/twist
(11:48) Impact of new administration on Bitcoin and crypto markets
(19:58) Concerns from OG Bitcoiners and Bitcoin as a marketing tool
(20:38) Zendesk - Get six months free at http://www.zendesk.com/twist
(22:07) Michael Saylor's Bitcoin strategy and historical trade comparisons
(27:17) Risks of MicroStrategy's Bitcoin holdings and price volatility
(30:15) DigitalOcean. DigitalOcean is the cloud platform you need to turn your AI project into a rocket ship. Right now, approved listeners can get up to $100,000 in free credits to try us out. Visit https://www.do.co/twist - get started and view terms and conditions.
(31:47) Bitcoin yield, new metrics, and investment advice
(39:48) Rationality and risk in Bitcoin investment and audience engagement
(47:23) SEC accreditation, private investment funds, and the Brian Thompson case
(1:01:56) Reddit's new Q&A feature, “Reddit Answers”
(1:12:05) Kids Online Safety Act and social media regulation
*
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Follow Anthony:
LinkedIn: https://www.linkedin.com/in/anthonypompliano
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LinkedIn: https://www.linkedin.com/in/alexwilhelm
*
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LinkedIn: https://www.linkedin.com/in/jasoncalacanis
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Thank you to our partners:
(9:55) Ramp. Get $250 when you join Ramp today at https://www.ramp.com/twist
(20:38) Zendesk - Get six months free at http://www.zendesk.com/twist
(30:15) DigitalOcean. DigitalOcean is the cloud platform you need to turn your AI project into a rocket ship. Right now, approved listeners can get up to $100,000 in free credits to try us out. Visit https://www.do.co/twist - get started and view terms and conditions.
*
Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Twitter: https://twitter.com/TWiStartups
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Instagram: https://www.instagram.com/thisweekinstartups
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Substack: https://twistartups.substack.com
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Todays show:
In this episode, we discuss Hailey Welch and the viral Hawk coin, then discuss David Sachs' new White House role and recent job data's economic impact. We address the United Healthcare CEO's murder, debate cancel culture, and a viral tweet on software engineers' habits. Deedy Das offers insights on tech inefficiencies and the shift to in-person work. Coffeezilla joins to explore crypto scams, influencer marketing ethics, and regulation. We wrap up with David Sachs' Czar role in AI and crypto for the US government, market dynamics, and a new addition to the Twist 500.
*
Timestamps:
(0:00) Jason and Alex kick off the show
(1:53) Economic outlook and recent job data (5:12) Reaction to United Healthcare CEO murder
(9:19) LinkedIn Ads - Get a $100 LinkedIn ad credit at http://www.linkedin.com/thisweekinstartups
(10:48) Cancel culture debate and public statements (16:00) Viral tweet about software engineers' work habits
(19:02) Vanta - Get $1000 off your SOC 2 at https://www.vanta.com/twist
(20:08) DeeDee Doss interview on software engineer productivity (23:17) Management incentives and tech company inefficiencies (25:16) Shift to in-person work in tech startups
(29:37) Ramp - Get $250 when you join Ramp today at https://www.ramp.com/twist (31:20) Remote work psychology and potential abuse (37:35) Strategies to prevent remote work abuse (39:24) Hayley Welch interview on viral meme coin (41:00) Coffeezilla's investigations into scams and frauds (47:42) Cryptocurrency red flags and influencer consequences (52:50) Crypto regulation and influencer marketing ethics (59:03) Influencer credibility and responsibility (1:03:21) Coffeezilla's assignment and Rabbit AI device insights (1:04:01) David Sachs announcement and AI/crypto in government (1:07:25) Regulatory capture and Silicon Valley dynamics (1:09:15) Market perspectives and government influence
*
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Mentioned on the show:
Check on Menlo Ventures: https://menlovc.com/
Check out Coffeezilla: https://www.youtube.com/channel/UCFQMnBA3CS502aghlcr0_aw
*
Follow Coffeezilla:
X: https://x.com/coffeebreak_YT
*
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LinkedIn: https://www.linkedin.com/in/debarghyadas/
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LinkedIn: https://www.linkedin.com/in/alexwilhelm
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LinkedIn: https://www.linkedin.com/in/jasoncalacanis
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Thank you to our partners:
(9:19) LinkedIn Ads - Get a $100 LinkedIn ad credit at http://www.linkedin.com/thisweekinstartups
(19:02) Vanta - Get $1000 off your SOC 2 at https://www.vanta.com/twist
(29:37) Ramp - Get $250 when you join Ramp today at https://www.ramp.com/twist
*
Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
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Substack: https://twistartups.substack.com
*
Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916
Todays show:
In the latest edition of Startup Finance Basics, Jason sits down with Scott Orn from Kruze Consulting to tackle essential year-end planning for startups. "Year-End Planning: Setting Your Startup Up for Success," covers crucial topics like assessing next year's fundraising needs, crafting an operating plan, preparing for taxes and compliance, and more. Don't miss these practical tips to ensure your startup is ready to thrive in the new year!
*
Timestamps:
(0:00) Kruze COO, Scott Orn, joins Jason
(2:17) Evaluate Your Fundraising Needs for Next Year
(7:05) Financial Statement Review and Clean-up
(8:34) Set High-Level Goals and Strategy
(11:27) Cost Optimization Review
(13:39) Create Next Year's Operating Plan
(17:19) Tax and Compliance Planning
(19:02) Team and Equity Management
(20:22) Cash Management Strategy
*
Check out Kruze: https://kruzeconsulting.com Check out more Finance Basics here: THISWEEKINSTARTUPS.COM/basics
*
Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.com
Check out the TWIST500: https://www.twist500.com
*
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Follow Scott:
LinkedIn: https://www.linkedin.com/in/scottorn
X: https://twitter.com/scottorn
*
Follow Jason:
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Twitter: https://twitter.com/TWiStartups
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Instagram: https://www.instagram.com/thisweekinstartups
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Substack: https://twistartups.substack.com
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This Week in Startups is brought to you by…
Gusto. Gusto is easy online payroll, benefits, and HR built for modern small businesses. Get three months free when you run your first payroll at https://www.gusto.com/twist
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Todays show:
Alex Wilhelm joins Jason to discuss breaking news on Paul Atkins and SEC leadership transitions into discussions on corporate security concerns. Then, Mike Sherbakov and Herbert Dwyer share insights on veteran leadership and EMPEQ's equipment management technology. The conversation highlights technology applications in military contexts and Empeq's dual-use tech. The episode also covers SaaS growth, touches on crypto's influence on elections, economic growth, and more!
*
Timestamps:
(0:00) Jason and Alex kick off the show
(1:54) Paul Atkins and SEC leadership
(6:36) Corporate security concerns
(12:18) Gusto - Get three months free when you run your first payroll at http://gusto.com/twist
(13:24) Mike Sherbakov and Herbert Dwyer join the show
(20:37) Herbert Dwyer on EMPEQ
(24:21) Fundrise - Sign up today at https://www.fundrise.com/TWIST
(25:44) Technology applications in military and equipment management
(30:15) SaaS growth, funding, and customer profiles
(34:42) EMPEQ's dual-use technology and contact information
(36:33) DevSquad - Get an entire product team for the cost of one US developer plus 10% off at http://devsquad.com/twist
(38:01) Launch CloudKitchens incubator and food delivery tech
(44:28) Twist 500 database and Hugging Face spotlight
(53:07) Live events for Twist 500 and EU startup culture
(1:02:28) Crypto's impact on elections and economic growth
(1:17:02) Safety nets and basic needs in capitalism
*
Apply for the Launch CloudKitchens Incubator here: https://ck.launch.co
Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.com
Check out the TWIST500: https://www.twist500.com
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Follow Mike:
X: https://x.com/mikesherbakov
LinkedIn: https://www.linkedin.com/in/mikesherbakov
*
Follow Herbert:
LinkedIn: https://www.linkedin.com/in/herbdwyer
*
Follow Alex:
LinkedIn: https://www.linkedin.com/in/alexwilhelm
*
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LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Thank you to our partners:
(12:18) Gusto - Get three months free when you run your first payroll at http://gusto.com/twist
(24:31) Fundrise - Sign up today at https://www.fundrise.com/TWIST
(36:33) DevSquad - Get an entire product team for the cost of one US developer plus 10% off at http://devsquad.com/twist
*
Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
Substack: https://twistartups.substack.com
*
Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916
This Week in Startups is brought to you by…
OpenPhone. Create business phone numbers for you and your team that work through an app on your smartphone or desktop. TWiST listeners can get an extra 20% off any plan for your first 6 months at https://www.openphone.com/twist
NetSuite. The number one cloud financial system, bringing accounting, financial management, inventory, and HR, into one platform. Giving you one source of truth. Download the CFO's Guide to AI and Machine Learning for free at https://www.netsuite.com/twist
Micro1. Micro1 is an AI recruitment engine to hire world class engineers fast. Visit https://www.micro1.ai/twist to get 10 free AI Interviews and 2 weeks free per hire
*
Todays show:
Jason and Alex discuss Michael Saylor’s pitch for Microsoft to shift shareholder returns into Bitcoin, the Delaware court's ruling on Tesla pay, and more!
*
Timestamps:
(0:00) Jason and Alex kick off the show
(7:41) OpenPhone - Get 20% off your first six months at https://www.openphone.com/twist
(8:47) Michael Saylor's Bitcoin Pitch to Microsoft
(24:01) The Digital Transformation through Bitcoin
(29:46) NetSuite - Download the CFO's Guide to AI and Machine Learning for free at https://www.netsuite.com/twist
(30:47) Bitcoin as an investment compared to traditional assets
(38:01) Michael Saylor’s take on Bitcoin's investment potential
(39:40) Micro1 - Visit https://www.micro1.ai/twist to get 10 free AI Interviews and 2 weeks free per hire
(41:19) Asset-heavy vs. asset-light business models
(57:46) Tesla compensation package and Delaware court ruling
(1:03:56) Delaware Judicial System and Corporate Governance
(1:19:00) Corporate incorporation trends
*
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Check out the TWIST500: https://www.twist500.com
*
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
*
Mentioned on the show:
https://www.youtube.com/watch?v=1l45B4mYl-o
https://x.com/saylor/status/1863323760511627565
*
Follow Alex:
LinkedIn: https://www.linkedin.com/in/alexwilhelm
*
Follow Jason:
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Thank you to our partners:
(7:41) OpenPhone - Get 20% off your first six months at https://www.openphone.com/twist
(29:46) NetSuite - Download the CFO's Guide to AI and Machine Learning for free at https://www.netsuite.com/twist
(39:40) Micro1 - Visit https://www.micro1.ai/twist to get 10 free AI Interviews and 2 weeks free per hire
*
Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
Substack: https://twistartups.substack.com
*
Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916
This Week in Startups is brought to you by…
Squarespace. Turn your idea into a new website! Go to https://www.Squarespace.com/TWIST for a free trial. When you’re ready to launch, use offer code TWIST to save 10% off your first purchase of a website or domain.
LinkedIn Jobs. A business is only as strong as its people, and every hire matters. Go to https://www.linkedin.com/twist to post your first job for free. Terms and conditions apply.
Notion. Notion combines your notes, docs, and projects into one beautifully designed space with AI built right in. Try it for free today at https://notion.com/twist
*
Todays show:
In today’s episode, Jason and Alex explored the curious return of Enron, the latest developments in Bitcoin and MicroStrategy, and the evolving cryptocurrency landscape. They closed with an analysis of China's uneven investment climate and its effects on venture capital activity.
*
Timestamps:
(0:00) Jason and Alex kick off the show
(2:30) Hunter Biden's pardon and implications for presidential power
(7:51) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST
(9:31) Enron's return and potential crypto play
(14:47) Crypto regulation changes under the new administration
(24:43) Investment strategies in Bitcoin and the impact of hiring decisions
(26:51) LinkedIn Jobs - Post your first job for free at https://www.linkedin.com/twist
(28:25) Michael Saylor and MicroStrategy's strategy on Bitcoin
(37:31) Notion - Try it for free today at https://notion.com/twist
(39:22) Diversification in investments and Michael Saylor's promotional tactics
(43:28) NFTs vs. traditional investments
(46:47) Sequoia's global deals search
(55:11) Consumer confidence, US and China economies, and debt discussion
(1:02:09) Nearshoring trend, credit card delinquencies, and potential bankruptcies
(1:06:02) Bernie Sanders' stance on defense spending and populism
(1:08:02) Dogecoin leaderboard
(1:17:07) Bitcoin predictions and Bitcoin valuation
*
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Check out the TWIST500: https://www.twist500.com
*
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Follow Alex:
LinkedIn: https://www.linkedin.com/in/alexwilhelm
*
Follow Jason:
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Thank you to our partners:
(7:51) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST
(26:51) LinkedIn Jobs - Post your first job for free at https://www.linkedin.com/twist
(37:31) Notion - Try it for free today at https://notion.com/twist
*
Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
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YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
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Substack: https://twistartups.substack.com
*
Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916
Todays show:
Jason and Alex welcomed Alex Kendall to the show. He's the founder and CEO of Wayve, an AI company working on self-driving. You might recall that Wayve raised $1 billion earlier this year, but TWIST wanted to know how the company intends to commercialize -- and how soon. From there, it was back to the bitcoin mines. Figuratively, as the hosts dug into MicroStrategies' bitcoin buying bet. Precisely why it is trading at such a NAV premium remains occluded to the show, but we did chase down its debt terms. Next week: More TWiST500!
*
Timestamps:
(0:00) Jason and Alex kick off the show
(2:32) Introduction of guest Alex Kendall Co-Founder & CEO of Wayve (3:00) Alex Kendall on Wayve's autonomous driving approach and AI technology (8:29) LiDAR vs. camera-first solutions debate
(10:19) Cloud Devs - Visit https://www.clouddevs.com/twist for an unbeatable offer on hiring elite Latam talent today.
(12:23) Economic viability and strategy of autonomous vehicles (17:49) Timeline for Wave's technology deployment and future market scenarios
(19:58) Vanta - Get $1000 off your SOC 2 at https://www.vanta.com/twist
(22:34) Autonomy subscription models and AI driving behavior challenges
(30:01) Kyte - Download the Kyte app today and use code JASON to save 10% on your first rental.
(33:00) AI driving culture and Twist 500 update (37:05) MicroStrategy's Bitcoin strategy and market concerns (41:33) Bitcoin convertible debt analysis (49:03) Deciphering complex business models and historical examples (51:24) Evaluating new financial terms and investor advice (52:29) Final thoughts and invitation to Michael Saylor
*
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Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
*
Mentioned on the show:
Check out Wayve: https://wayve.ai/ Check out MicroStrategy: https://www.microstrategy.com/ TWiST Episode #1251 with Do Kwon: https://www.youtube.com/watch?v=PLZL8iPKsHQ
*
Follow Alex Kendall:
LinkedIn: https://www.linkedin.com/in/alexgkendall/
*
Follow Alex:
LinkedIn: https://www.linkedin.com/in/alexwilhelm
Follow Jason:
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Thank you to our partners:
(10:19) Cloud Devs - Visit https://www.clouddevs.com/twist for an unbeatable offer on hiring elite Latam talent today.
(19:58) Vanta - Get $1000 off your SOC 2 at https://www.vanta.com/twist
(30:01) Kyte - Download the Kyte app today and use code JASON to save 10% on your first rental.
*
Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
Substack: https://twistartups.substack.com
*
Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916
This Week in Startups is brought to you by…
Squarespace. Turn your idea into a new website! Go to https://www.Squarespace.com/TWIST for a free trial. When you’re ready to launch, use offer code TWIST to save 10% off your first purchase of a website or domain.
OpenPhone. Create business phone numbers for you and your team that work through an app on your smartphone or desktop. TWiST listeners can get an extra 20% off any plan for your first 6 months at https://www.openphone.com/twist
DevSquad. Most dev agencies only offer developers. Why? Because product management is hard. Get an entire product team for the cost of one US developer plus 10% off at https://devsquad.com/twist
*
Todays show:
Jason and Alex are joined by Dune's CEO to discuss wealth taxes and their impact on startups, highlighting the need for nations to support digital innovation. Then, they dive into MicroStrategy's Bitcoin strategy, OpenAI's browser plans, and the 2025 IPO class, including excitement for CoreWeave's debut!
*
Timestamps:
(0:00) Jason and Alex kick off the show
(6:07) Impact of taxes on startup formation and Norway's economic background
(10:17) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST
(11:53) Norway's wealth tax implications and policy changes
(18:09) Exodus of top taxpayers and the paradox of Norway's wealth tax
(20:14) Wall of shame for tax critics
(27:41) OpenPhone - Get 20% off your first six months at https://www.openphone.com/twist
(28:41) Dune Analytics' revenue growth and new index product launch
(36:47) DevSquad - Get an entire product team for the cost of one US developer plus 10% off at https://devsquad.com/twist
(38:15) Michael Saylor and MicroStrategy's Bitcoin investment strategy
(49:01) Market irrationality and risks associated with Bitcoin investments
(55:01) Crypto wealth diversification and new investment structures
(1:02:20) OpenAI's new browser project and its impact on search
(1:05:51) Increasing reliance on browsers and Bluesky's potential
(1:15:37) CoreWeave's IPO and the future of GPU clouds
(1:18:22) Bitcoin market dynamics and predictions
*
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Check out the TWIST500: https://www.twist500.com
*
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
*
Mentioned on the show:
https://x.com/ASvanevik/status/1857568015929455050/photo/1
https://news.ycombinator.com/item?id=2550877
*
Follow Fredrik:
LinkedIn: https://www.linkedin.com/in/fredrikhaga
Check out Dune: https://dune.com
*
Follow Alex:
LinkedIn: https://www.linkedin.com/in/alexwilhelm
*
Follow Jason:
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Thank you to our partners:
(10:17) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST
(27:41) OpenPhone - Get 20% off your first six months at https://www.openphone.com/twist
(36:47) DevSquad - Get an entire product team for the cost of one US developer plus 10% off at https://devsquad.com/twist
*
Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
Substack: https://twistartups.substack.com
*
Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916
This Week in Startups is brought to you by…
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Zendesk. A service-first CRM company with support, sales, and customer engagement products designed to improve customer relationships. Qualifying startups can join the Zendesk for Startups Program and get six free months of Zendesk products. Visit https://zendesk.com/startups today to get started.
Beehiiv. Power your newsletters with AI tools, referral programs, and ad network features—all in one platform. Get 30 days free and 20% off your first 3 months at https://www.beehiiv.com/twist
*
Todays show:
Alex is joined by Joff Redfern and Derek Xiao of Menlo Ventures to discuss the significant role AI plays in modern workflows. We look behind the numbers of their recent report: “2024: The State of Generative AI in the Enterprise” while exploring AI spending trends in enterprises, with a focus on its impact on the healthcare and legal sectors. The conversation highlights popular AI use cases, the role of large language models in content creation, and workflow automation. We delve into advances in generative AI applications, enterprise spending, strategies for AI startups, training AI for market verticals, and the future of artificial general intelligence.
*
Timestamps:
(0:00) Joff Redfern and Derek Xiao join Alex
(4:08) Yahoo's evolution and Anthropic's recent funding (6:23) AI spending trends in enterprises
(10:14) LinkedIn Ads - Get a $100 LinkedIn ad credit at http://www.linkedin.com/thisweekinstartups
(12:20) AI's impact on healthcare and legal sectors and its rapid adoption (19:25) Popular AI use cases in enterprises
(20:56) Zendesk - Get six months free at https://www.zendesk.com/startups
(23:17) The role of LLMs in content creation and workflow automation (27:04) Advances in generative AI applications and agentic systems
(30:43) Beehiiv - Get 30 days free and 20% off your first 3 months at https://www.beehiiv.com/twist
(32:14) Enterprise generative AI spend, ROI, and budget expansion (38:45) Selecting generative AI tools and AI-first startup opportunities (47:43) Competition and strategies for AI startups (50:10) Training AI for market verticals and the future of AGI (53:03) Recap of enterprise AI spend and trends
*
Want to host or join the next Founder Fridays? Check out https://www.founderfridays.tech
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Check out the TWIST500: https://www.twist500.com
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
*
Links from the show: Check out Menlo Ventures: https://menlovc.com/ Menlo’s report “2024: The State of Generative AI in the Enterprise”: https://menlovc.com/2024-the-state-of-generative-ai-in-the-enterprise/
*
Follow Joff:
LinkedIn: https://www.linkedin.com/in/mejoff/
*
Follow Derek:
LinkedIn: https://www.linkedin.com/in/derekgxiao/
*
Follow Alex:
LinkedIn: https://www.linkedin.com/in/alexwilhelm
*
Thank you to our partners:
(10:14) LinkedIn Ads - Get a $100 LinkedIn ad credit at http://www.linkedin.com/thisweekinstartups
(20:56) Zendesk - Get six months free at https://www.zendesk.com/startups
(30:43) Beehiiv - Get 30 days free and 20% off your first 3 months at https://www.beehiiv.com/twist
*
Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
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Substack: https://twistartups.substack.com
*
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This Week in Startups is brought to you by…
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*
Todays show:
Jason and Alex kick off the show with a deep dive into Nvidia’s blowout earnings and the skyrocketing demand for its upcoming Blackwell chips. Meanwhile, Google’s search monopoly took center stage as proposed remedies, including a potential Chrome divestment, sparked heated debate. To unpack the implications, Brave’s Jean-Paul Schmetz joined the discussion, offering insights into the fight for search independence. The episode wrapped up with updates from three Founder Friday hosts, sharing what they’re hearing from the builders shaping the future.
*
Timestamps:
(0:00) Jason and Alex kick off the show
(3:20) Google's antitrust case and DOJ's proposed remedies
(5:22) Nvidia's market performance and AI chip competition
(7:00) Nvidia's Blackwell architecture and AI advancements
(9:45) Ramp. Get $250 when you join Ramp today at https://www.ramp.com/twist.
(11:13) Google's advertising market dominance and Chrome divestiture
(21:00) DevSquad - Get an entire product team for the cost of one US developer plus 10% off at http://devsquad.com/twist
(22:50) DOJ's negotiation strategy with Google
(25:50) Brave browser's business model, competition, and privacy focus
(31:00) DigitalOcean - DigitalOcean is the cloud platform you need to turn your AI project into a rocket ship. Right now, approved listeners can get up to $100,000 in free credits to try us out. Visit https://www.do.co/twist - get started and view terms and conditions.
(32:13) Brave's search engine development and DOJ's impact
(40:26) AI's role in search technology and the future of browsers
(44:08) DOJ's remedies and their effect on smaller search engines
(46:22) Google's growth strategies and M&A outlook
(51:03) Founder culture, motivation, and Founder Fridays initiative
(58:50) Founder Fridays host Georges Colbert joins the show
(1:06:12) Founder Fridays experiences in Longview, Texas with Kitty and Coco
(1:15:09) Endora's success and advice for Founder Fridays hosts
*
Want to host or join the next Founder Fridays? Check out https://www.founderfridays.tech
Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.com
Check out the TWIST500: https://www.twist500.com
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
*
Mentioned on the show: Check out Albetroz: https://albatroz.ai/
Check out Endora: https://www.endora.app/
Check out Brave: https://search.brave.com/
https://x.com/Jason/status/1859630517894983977
https://blog.google/outreach-initiatives/public-policy/doj-search-remedies-nov-2024
*
Follow Jean-Paul:
LinkedIn: https://www.linkedin.com/in/jpschmetz
*
Follow Kitty:
LinkedIn: https://www.linkedin.com/in/kittyboglesherman
*
Follow Coco:
LinkedIn: https://www.linkedin.com/in/cocoharmon
*
Follow Alex:
LinkedIn: https://www.linkedin.com/in/alexwilhelm
*
Follow Jason:
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Thank you to our partners:
(9:45) Ramp. Get $250 when you join Ramp today at https://www.ramp.com/twist.
(21:00) DevSquad - Get an entire product team for the cost of one US developer plus 10% off at http://devsquad.com/twist
(31:00) DigitalOcean. DigitalOcean is the cloud platform you need to turn your AI project into a rocket ship. Right now, approved listeners can get up to $100,000 in free credits to try us out. Visit https://www.do.co/twist - get started and view terms and conditions.
*
Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
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Substack: https://twistartups.substack.com
*
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This Week in Startups is brought to you by…
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*
Todays show:
Jason and Alex dig into why Nvidia's latest earnings report is such a big deal, and how the chip giant could help keep the AI hype alive. Or, how it could poke a hole in market enthusiasm. The pair also welcome the CEO of Allen Control Systems to discuss building venture-backed defense companies. Then, the CEO of Querio joins the show to show off what his company has built.
*
Timestamps:
(0:00) Jason and Alex kick off the show
(1:32) Nvidia’s expected $33B revenue and its transition from gaming GPUs to AI workloads.
(9:01) Vanta - Get $1000 off your SOC 2 at https://www.vanta.com/twist
(10:05) Nvidia’s growth over time
(15:55) When will an Nvidia lighthouse customer switch to a competitor’s product?
(22:28) OpenPhone - Get 20% off your first six months at https://www.openphone.com/twist
(23:28) Allen Control Systems’ Steven Simoni joins the show
(32:38) Sprig - Visit https://www.sprig.com/twist to book a demo and get a $75 gift card.
(33:52) The rise of venture-backed defense startups and autonomous systems for military applications
(50:20) Querio’s Rami Abi Habib joins the show
(55:38) Demo of Querio’s platform
*
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Check out the TWIST500: https://www.twist500.com
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
*
Mentioned on the show:
Check out Allen Control Systems: https://www.allencontrolsystems.com
Check out Querio: https://querio.ai
*
Follow Steven:
LinkedIn: https://www.linkedin.com/in/stevensimoni
*
Follow Rami:
LinkedIn: https://www.linkedin.com/in/datarami
*
Follow Alex:
LinkedIn: https://www.linkedin.com/in/alexwilhelm
*
Follow Jason:
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Thank you to our partners:
(9:01) Vanta - Get $1000 off your SOC 2 at https://www.vanta.com/twist
(22:28) OpenPhone - Get 20% off your first six months at https://www.openphone.com/twist
(32:38) Sprig - Visit https://www.sprig.com/twist to book a demo and get a $75 gift card.
*
Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
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Substack: https://twistartups.substack.com
*
Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916
Todays show:
Spenser Skates and James Evans join Alex to discuss Amplitude's acquisition of Command AI, shedding light on recent startup M&A trends and the strategic vision behind this move. The conversation delves into Command AI's user assistance technology and its integration into Amplitude, which aims to enhance user surveys and feedback. Spenser outlines Amplitude's product-led growth strategy and its approach to scaling through acquisitions while managing risks and ensuring cultural alignment. The discussion also covers the acquisition deal structure, regulatory concerns, and the decision-making process between raising funds and selling. Also, we hear Spenser’s unfiltered take on private equity and regulatory oversight!
*
Timestamps:
(0:00) Spenser Skates of Amplitude & James Evans of CommandAI join Alex.
(1:40) Startup M&A trends and Amplitude's acquisition of Command AI
(4:30) Overview of Command AI's user assistance technology
(7:05) Integration and benefits of Command AI within Amplitude
(10:17) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST
(11:45) Enhancements in user surveys and feedback with Command AI
(16:58) Amplitude's strategic vision behind acquiring Command AI
(20:22) Gusto - Get three months free when you run your first payroll at http://gusto.com/twist
(21:28) Product-led growth and enhancing user experience at Amplitude
(26:08) Amplitude's approach to scaling through strategic acquisitions
(30:01) DevSquad - Get an entire product team for the cost of one US developer plus 10% off at http://devsquad.com/twist
(31:30) Managing acquisition risks, integration, and cultural alignment
(35:19) Acquisition discussions and deal negotiation
(39:48) Acquisition deal structure and stakeholder conviction
(42:08) Addressing regulatory concerns and valuation mismatches in acquisitions
(44:20) Decision-making: Raising funds vs. selling a company
(46:00) Post-acquisition: Integrating Command AI's technology
(49:37) Amplitude's future growth strategy and leadership
(54:00) Transition from founder mode to distributed leadership
(56:15) Role of AI in Amplitude's product development
(59:44) AI model considerations and financial sustainability in B2B software
(1:01:34) Market position and growth of Command AI
*
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Check out the TWIST500: https://www.twist500.com
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
*
Mentioned on the show:
Check out Amplitude: https://amplitude.com
Check out CommandAI: https://www.command.ai
*
Follow Spenser:
X: https://x.com/spenserskates
LinkedIn: https://www.linkedin.com/in/spenserskates
*
Follow James:
LinkedIn: https://www.linkedin.com/in/james-evans-7086b3126/
*
Follow Alex:
LinkedIn: https://www.linkedin.com/in/alexwilhelm
*
Thank you to our partners:
(10:17) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST
(20:22) Gusto - Get three months free when you run your first payroll at http://gusto.com/twist
(30:01) DevSquad - Get an entire product team for the cost of one US developer plus 10% off at http://devsquad.com/twist
*
Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
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Instagram: https://www.instagram.com/thisweekinstartups
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Substack: https://twistartups.substack.com
*
Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916
This Week in Startups is brought to you by…
Coda. A new doc that brings words, tables and teams together. All your valuable data, plans, objectives, and strategies in one place. Go to https://www.coda.io/twist to get a $1,000 credit!
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Kyte. Looking to get out of the city? Rent a car with Kyte. Kyte delivers rental cars to your door. No counter, no lines, no hassle. Download the Kyte app today and use code JASON to save 10% on your first rental.
*
Todays show:
Alex Wilhelm joins Jason to discuss Netflix's 'fight' night, exploring content rights, media models, and the fragmentation of sports. They then covered Brendan Carr's promotion to FCC chair, a win for satellite Internet but raising concerns about business interference. The conversation shifted to global social media regulation before examining the tech community's excitement about Emil Michael potentially leading the Department of Transportation.
*
Timestamps:
(0:00) Jason and Alex kick off the show
(1:14) Netflix's live event issues and potential in sports streaming
(6:28) The growing intersection of professional wrestling, sports betting, and viewership
(10:03) Evolving business models in streaming: Advertising vs. subscription
(11:55) Coda - Get a $1,000 startup credit at https://coda.io/twist
(13:49) The future landscape of sports streaming rights and network deals
(17:17) Maintaining editorial independence in media companies
(20:24) Analyzing NFL viewership trends and their influence on television
(21:11) Netflix's content strategy and Amazon Prime's new ad policies
(23:10) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
(24:39) AI, monetization, and the move towards ad-free experiences
(27:49) Exploring the viability of Netflix hosting pay-per-view events
(33:52) Brendan Carr's FCC chairmanship and the future of rural broadband
(38:22) The role of the free market in social media platform regulations
(32:21) Kyte - Download the Kyte app today and use code JASON to save 10% on your first rental.
(45:02) Political shifts and their impact on tech and social media
(49:50) TikTok's regulatory challenges and UK censorship laws
(1:03:11) Emil Michael's potential cabinet position and government efficiency
(1:12:26) Strategies for balancing the federal budget and reducing national debt
(1:16:19) ByteDance's valuation amidst US restrictions
*
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Check out the TWIST500: https://www.twist500.com
*
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
*
Mentioned on the show:
https://www.cnn.com/2024/11/18/media/brendan-carr-trump-fcc-nominee-project-2025/index.html
*
Follow Alex:
LinkedIn: https://www.linkedin.com/in/alexwilhelm
*
Follow Jason:
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Thank you to our partners:
(11:55) Coda - Get a $1,000 startup credit at https://coda.io/twist
(23:10) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
(32:21) Kyte - Download the Kyte app today and use code JASON to save 10% on your first rental.
*
Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
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Instagram: https://www.instagram.com/thisweekinstartups
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Substack: https://twistartups.substack.com
*
Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916
This Week in Startups is brought to you by…
LinkedIn Jobs. A business is only as strong as its people, and every hire matters. Go to https://www.linkedin.com/twist to post your first job for free. Terms and conditions apply.
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CLA. Innovation takes balance. CLA's CPAs, consultants, and wealth advisors can help you get from startup to where you want to end up. Get started now at https://www.CLAconnect.com/tech
*
Todays show:
Altimeter's Jamin Ball joins Alex Wilhelm to discuss VC-founder dynamics, fund returns, rapid fundraising, and its impact on M&A. They cover public vs. private valuations, startup liquidity, AI's influence, SaaS trends, and Jamin’s outlook on IPOs and exits.
*
Timestamps:
(0:00) Jamin joins Alex to kick off the show
(6:30) Alignment of incentives between VCs and founders
(10:25) LinkedIn Jobs - Post your first job for free at https://www.linkedin.com/twist
(11:54) Venture capital allocation demand and its impact
(15:55) Comparison of returns between small and large venture funds
(21:54) Beehiiv - Get 30 days free and 20% off your first 3 months at https://www.beehiiv.com/twist
(23:23) Power laws in startups and venture capital's impact
(24:19) Effects of rapid fundraising cycles on founders
(31:33) CLA - Get started with CLA's CPAs, consultants, and wealth advisors now at https://claconnect.com/tech
(32:59) Raising large rounds and long-term commitments
(35:15) Venture capital's influence on startup M&A activity
(37:38) Public vs private market valuation disparities
(39:24) Future of startup liquidity and exit scenarios
(46:06) Proposals for realigning venture capital funds and founder incentives
(47:41) Impact of AI on startup growth and venture capital
(52:20) SaaS multiples and cloud software market analysis
(57:43) Software spending trends and startup optimism for 2024
(1:00:15) Procurement scrutiny in startup budgets and market differentiation
(1:01:17) Promising companies and Jamin Ball's investment outlook
(1:01:28) Expectations for IPOs and startup exits in the coming year
*
Mentioned on the show:
Join Jamin’s substack here: https://cloudedjudgement.substack.com/
Jamin’s article: https://cloudedjudgement.substack.com/p/clouded-judgement-102524-misaligned
Check out Altimeter: https://www.altimeter.com/home
Follow Bill Gurlery on X: https://x.com/bgurley
Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.com
Check out the TWIST500: https://www.twist500.com
*
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
*
Follow Jamin:
LinkedIn: https://www.linkedin.com/in/jamin-ball-49366137
*
Follow Alex:
LinkedIn: https://www.linkedin.com/in/alexwilhelm
*
Follow Jason:
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Thank you to our partners:
(10:25) LinkedIn Jobs - Post your first job for free at https://www.linkedin.com/twist
(21:54) Beehiiv - Get 30 days free and 20% off your first 3 months at https://www.beehiiv.com/twist
(31:33) CLA - Get started with CLA's CPAs, consultants, and wealth advisors now at https://claconnect.com/tech
*
Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
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Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
Substack: https://twistartups.substack.com
*
Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916
This Week in Startups is brought to you by…
Fundrise provides access to diversified portfolios of private real estate to all investors with their industry leading, easy to use platform. Sign up today at https://www.fundrise.com/TWIST
OpenPhone. Create business phone numbers for you and your team that work through an app on your smartphone or desktop. TWiST listeners can get an extra 20% off any plan for your first 6 months at https://www.openphone.com/twist
Linear. Linear helps product teams focus on what they do best: Planning and building great products. Streamline issues, projects, and product roadmaps in a tool your team will actually enjoy using. Get 25% off at https://www.linear.app/twist
*
Todays show:
Jason and Alex host Phil Deutch, CEO of NGP Energy Tech Partners, to discuss solar power’s potential in the energy crunch fueled by data center growth. They then explored the FBI's raid on Polymarket’s CEO, and wrapped up with Y Combinator’s latest startup requests, including Alex’s space venture dreams and Jason’s interest in AI-proof jobs.
*
Timestamps:
(0:00) Jason and Alex kick off the show
(1:09) Robotic demo from Columbia University and the future of human interaction
(3:09) Population declines and changing societal norms
(5:38) NGP Energy Technology Partners’ Phil Deutch joins the show
(6:28) Fundrise - Sign up today at https://www.fundrise.com/TWIST
(8:02) Global Solar Energy Trends and Impact of Regulations
(17:27) Historical Energy Fears and Future Energy Predictions
(21:39) OpenPhone - Get 20% off your first six months at https://www.openphone.com/twist
(22:40) Nuclear energy in the United States and data center demand
(30:07) The impact of energy on geopolitics
(34:48) Historical energy crises and solutions
(37:38) Linear - Streamline issues, projects, and product roadmaps in a tool your team will actually enjoy using. Get 25% off at https://www.linear.app/twist
(38:35) EV tax credits, political implications, and air pollution statistics
(50:14) The Polymarket mess and prediction market regulation
(1:09:55) Y Combinator's latest startup requests
(1:13:05) Stablecoins, government software, and public safety technology
(1:22:26) Gig economy and AI's impact on platforms like Fiverr and Uber
*
Mentioned on the show:
https://www.nytimes.com/2024/11/13/technology/polymarket-shayne-coplan-fbi-search.html
https://berkeleyearth.org/air-pollution-and-cigarette-equivalence
Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.com
Check out the TWIST500: https://www.twist500.com
*
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
*
Follow Phil:
LinkedIn: https://www.linkedin.com/in/philip-deutch-21a76a6
*
Follow Alex:
LinkedIn: https://www.linkedin.com/in/alexwilhelm
*
Follow Jason:
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Thank you to our partners:
(6:28) Fundrise - Sign up today at https://www.fundrise.com/TWIST
(21:39) OpenPhone - Get 20% off your first six months at https://www.openphone.com/twist
(37:38) Linear - Streamline issues, projects, and product roadmaps in a tool your team will actually enjoy using. Get 25% off at https://www.linear.app/twist
*
Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
Substack: https://twistartups.substack.com
*
Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916
This Week in Startups is brought to you by…
Squarespace. Turn your idea into a new website! Go to https://www.Squarespace.com/TWIST for a free trial. When you’re ready to launch, use offer code TWIST to save 10% off your first purchase of a website or domain.
Lemon.io - Hire pre-vetted remote developers, get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
Sprig. The Product Experience platform that generates AI-powered opportunities to continuously improve your product at scale. Visit https://www.sprig.com/twist to book a demo and get a $75 gift card.
*
Timestamps:
(0:00) Jason and Alex kick off the show
(2:40) VATN Systems’ Nelson Mills joins the show
(4:01) The Torsk and its applications, focusing on defense and cost efficiency
(7:23) Product velocity, military drone usage, and vehicle speed and depth capabilities
(10:48) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST
(12:01) Discussion on Chinese navy, US shipbuilding, and Rhode Island's manufacturing capabilities
(15:45) Climate for raising money in defense tech and competition in global politics
(21:04) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
(22:33) Underwater drone technologies: Autonomy, swarming, communication challenges, and battery life
(28:32) Defense technology importance and peace through strength
(29:17) Sprig - Visit https://www.sprig.com/twist to book a demo and get a $75 gift card.
(35:00) LG's new stretchable screen technology and Deep Robotics' quadruped robot
(45:19) Robotics in warfare, cybersecurity, and civilian impact
(48:50) Autonomous surgical robots and science fiction predictions in AI
(54:14) Fintech market insights: Klarna's IPO and political climate effects on valuations
(1:00:18) Unicorn IPO challenges and influencing in the crypto market
(1:03:08) Comparison of the current market to previous manias and government efficiency
(1:08:42) Impact of AI on job market, economy, and autonomous trucking
*
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Mentioned on the show:
https://x.com/DeepRobotics_CN/status/1856601226357387396
https://hub.jhu.edu/2024/11/11/surgery-robots-trained-with-videos
https://www.paymentsdive.com/news/klarna-adds-savings-accounts-competing-banking-business/724369
*
Follow Nelson:
X: https://x.com/nelson_mills_
LinkedIn: https://www.linkedin.com/in/millsn
Website: https://www.vatnsystems.com
*
Follow Alex:
LinkedIn: https://www.linkedin.com/in/alexwilhelm
*
Follow Jason:
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Thank you to our partners:
(10:48) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST
(21:04) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
(29:17) Sprig - Visit https://www.sprig.com/twist to book a demo and get a $75 gift card.
*
Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
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Substack: https://twistartups.substack.com
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Cloud Devs. Building the best remote team is tough, but you don’t have to do it alone. Visit https://www.clouddevs.com/twist for an unbeatable offer on hiring elite Latam talent today.
*
Todays show:
Alex Wilhelm joins Jason to discuss Serve Robotics’ self-driving robots, delivery economics, and building while public with CEO Ali Kashani. Then, the pair dug into high-skill immigration under the upcoming administration and massive price gains in stocks and crypto assets. Alex wondered if the stock market isn't overvalued, full-stop, but both hosts agreed that enthusiasm is hot heading into the new year.
*
Timestamps:
(0:00) Jason and Alex kick off the show (7:27) Serve Robotics' Ali Kashani joins to discuss Serve's latest developments (10:38) Beehiiv - Get 30 days free and 20% off your first 3 months at https://www.beehiiv.com/twist (12:37) Expansion challenges and navigating regulations (20:42) Vanta - Get $1000 off your SOC 2 at https://www.vanta.com/twist (22:19) Business model, future plans, and partnerships (29:14) Cloud Devs - Visit https://www.clouddevs.com/twist for an unbeatable offer on hiring elite Latam talent today. (30:41) Coopetition in the robotics and delivery space (35:16) Autonomous deliveries forecast for 2030 (49:17) High skill immigration and global talent competition (54:19) Leadership styles and labor market shifts (1:07:16) Government's stance on cryptocurrency (1:13:25) Blockchain innovation and tokenizing venture capital
*
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Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
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Mentioned on the show:
https://investors.serverobotics.com/static-files/96eeebc1-712f-46fe-9aee-c1242bddea38
https://www.vebulabs.com/autocado
https://a16zcrypto.com/posts/article/a-positive-path-forward
https://www.longtermtrends.net/market-cap-to-gdp-the-buffett-indicator
https://www.npr.org/2024/11/11/nx-s1-5186522/tom-homan-border-czar-trump
*
Follow Ali:
Linkedin: https://www.linkedin.com/in/alikashani
Website: https://www.serverobotics.com
*
Follow Jason:
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Follow Alex:
LinkedIn: https://www.linkedin.com/in/alexwilhelm
*
Thank you to our partners:
(10:38) Beehiiv - Get 30 days free and 20% off your first 3 months at https://www.beehiiv.com/twist
(20:42) Vanta - Get $1000 off your SOC 2 at https://www.vanta.com/twist
(29:14) Cloud Devs - Visit https://www.clouddevs.com/twist for an unbeatable offer on hiring elite Latam talent today.
*
Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
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This Week in Startups is brought to you by…
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Todays show:
Alex Wilhelm joins Jason to discuss Apple’s on-device AI and its privacy implications, Reddit’s earnings, and Amazon’s multi-billion dollar investment interest in Anthropic with strategic chip conditions. They also discuss economic indicators like inflation’s impact on voter sentiment and what metrics will define success for the next administration. Finally, they explore how product velocity has been key to Toast’s SaaS success and share valuable lessons for startup growth.
*
Timestamps:
(0:00) Jason and Alex kick off the show
(3:29) Discussion Apple Intelligence and privacy concerns
(10:32) Runway - Sign up at https://www.runway.com/twist to get your first 3 months free.
(12:12) Trust in tech companies and privacy
(17:20) Trends on AI topics and ChatGPT
(17:20) Trends and tech product comparisons
(20:59) OpenAI's Chat.com acquisition
(22:45) Mac mini unboxing experience wrap-up
(24:40) LinkedIn Ads - Get a $100 LinkedIn ad credit at https://www.linkedin.com/thisweekinstartups
(26:12) Analysis of Toast's business and growth
(36:25) Vanta - Get $1000 off your SOC 2 at https://www.vanta.com/twist
(37:30) Reddit's growth, user engagement, and moderation challenges
(47:36) Social media incentives and reputation systems
(52:07) Reddit's AI translations and community management strategies
(57:25) Reddit's potential for creating a search engine
(1:00:38) OpenAI's citation challenges
(1:05:30) Amazon's interest in Anthropic and AI regulation
(1:07:37) US immigration and AI regulation under Trump administration
(1:11:43) TikTok's role in US-China relations
(1:15:42) Major IPOs and market potential
(1:17:19) Economic topics and inflation's impact on consumer spending
*
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Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
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Mentioned on the show:
https://security.apple.com/blog/private-cloud-compute/
*
Follow Alex:
LinkedIn: https://www.linkedin.com/in/alexwilhelm
*
Follow Jason:
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
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Thank you to our partners:
(10:32) Runway - Sign up at https://www.runway.com/twist to get your first 3 months free.
(24:40) LinkedIn Ads - Get a $100 LinkedIn ad credit at https://www.linkedin.com/thisweekinstartups
(36:25) Vanta - Get $1000 off your SOC 2 at https://www.vanta.com/twist
*
Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
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Substack: https://twistartups.substack.com
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This Week in Startups is brought to you by…
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*
Timestamps:
(0:00) Jason and Alex kick off the show
(3:55) Skydio’s Adam Bry joins the show
(4:22) Overview of Skydio's autonomous drones and public safety applications
(9:31) Oracle - Try OCI and save up to 50% on your cloud bill at https://www.oracle.com/twist
(11:07) Skydio as the largest US drone producer and Chinese sanctions impact
(17:36) Risks of Chinese-made drones and Skydio's cybersecurity measures
(21:28) Drones in defense and combat applications
(25:15) Notion - Try it for free today at https://notion.com/twist
(27:24) Drone light shows and military implications, Skydio's mission and hiring
(31:44) Future applications of drone technology and hardware startup challenges
(39:31) Geopolitical tensions and impact on American companies
(39:43) AssemblyAI - Get 100 free hours to start building at https://www.assemblyai.com/twist
(41:36) Presidential election results and implications for entrepreneurship
(48:49) Tariffs, immigration policies, and economic impact
(57:41) Prediction markets
(1:00:07) High-skilled immigration and antitrust policies
(1:04:35) Political influence on business dynamics and media
(1:07:02) Mergers, acquisitions, and startup liquidity post-Lena Khan
(1:11:26) Secondary markets, Lyft and DoorDash valuation trends
(1:15:15) The future of search engines
*
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Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
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Mentioned on the show:
Check out Skydio: https://www.skydio.com/
Check out Perplexity: https://www.perplexity.ai/
Article on Amazon’s purchase of MGM: https://www.esquire.com/entertainment/movies/a36543339/james-bond-amazon-mgm-deal-explained/
Article on election ad spending in 2024: https://www.afaqs.com/news/advertising/harris-and-trump-spent-nearly-10-billion-on-ads-in-2024-us-elections-7452195
Trailer for 1982 Doc “Buried”: https://www.youtube.com/watch?v=G4NpOlJ_O-I
*
Follow Adam:
Linkedin: https://www.linkedin.com/in/adambry/
Follow Alex:
LinkedIn: https://www.linkedin.com/in/alexwilhelm
*
Follow Jason:
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Thank you to our partners:
(9:31) Oracle - Try OCI and save up to 50% on your cloud bill at at https://www.oracle.com/twist
(25:15) Notion - Try it for free today at https://notion.com/twist
(39:43) AssemblyAI - Get 100 free hours to start building at https://www.assemblyai.com/twist
*
Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
Substack: https://twistartups.substack.com
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Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916
This Week in Startups is brought to you by:
NetSuite. The number one cloud financial system, bringing accounting, financial management, inventory, and HR, into one platform. Giving you one source of truth. Download the CFO's Guide to AI and Machine Learning for free at https://www.netsuite.com/twist
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*
Todays show:
In this episode, host Alex sits down with Exowatt’s Hannan Parvizian to explore how the company is addressing the massive energy demands of AI and datacenters. They discuss Exowatt's mission to deliver affordable, sustainable power solutions that meet the needs of a rapidly expanding tech landscape. Together, they dive into the challenges and innovations shaping the future of clean energy for data-heavy applications.
*
Timestamps: (0:00) AI search energy consumption and corporate willingness to pay for AI (1:30) Introduction to power, electricity, and Hannan Parvizian of ExoWatt (4:21) Renewable energy, fossil fuels, and data center energy consumption (7:15) AI race, energy demands, and founding of ExoWatt
(8:25) Key challenges in the renewable energy sector
(9:24) NetSuite - Download the CFO's Guide to AI and Machine Learning for free at https://www.netsuite.com/twist (12:23) Cost of electricity, energy bills, and Texas energy market
(13:40) Exowatt’s unique technology and competitive edge (17:46) Introduction to ExoWatt's P3 product
(21:34) Gusto - Get three months free when you run your first payroll at https://gusto.com/twist (22:39) Energy storage technologies and comparison
(30:47) Washington Post - TWiST listeners can subscribe for just 50 cents per week for your first year at https://www.washingtonpost.com/twist (31:58) P3 modules' energy capacity and storage (34:55) Heat-to-electricity conversion mechanism (37:56) ExoWatt's company background, funding, and scaling challenges (43:14) Variable pricing, customer demand, and AI's energy consumption outlook (50:10) American manufacturing dynamism and AI's impact on the job market *
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Check out Exowatt: https://www.exowatt.com/ *
Follow Hannan:
LinkedIn: https://www.linkedin.com/in/hannanparvizian/
*
Follow Alex:
LinkedIn: https://www.linkedin.com/in/alexwilhelm
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(9:24) NetSuite - Download the CFO's Guide to AI and Machine Learning for free at https://www.netsuite.com/twist
(21:34) Gusto - Get three months free when you run your first payroll at https://gusto.com/twist
(30:47) Washington Post - TWiST listeners can subscribe for just 50 cents per week for your first year at https://www.washingtonpost.com/twist
*
Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
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Substack: https://twistartups.substack.com
*
Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916
This Week in Startups is brought to you by…
Squarespace. Turn your idea into a new website! Go to https://www.Squarespace.com/twist for a free trial. When you’re ready to launch, use offer code TWIST to save 10% off your first purchase of a website or domain.
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Todays show:
Alex Wilhelm joins Jason to discuss AI's role in gaming with Decart’s AI-generated video game and its potential impact.(10:31) Viral growth strategies for startups and Runway AI's video creation innovations. Financial topics include NVIDIA's market value and Amazon's nuclear power ambitions.(21:39).
*
Timestamps:
(0:00) Jason and Alex kick off the show
(3:34) Election security in America and challenges of swinging state votes
(8:41) AI-generated video game by Decart and its potential in gaming and entertainment
(9:03) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST
(17:07) Viral growth strategy for startups and collaboration between Decart and Etched
(A20:38) OpenPhone - Get 20% off your first six months at https://www.openphone.com/twist
(21:37) NVIDIA's value, financial speculation, and customer concentration
(29:32) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
(44:16) Amazon's nuclear power deal and regulatory challenges
*
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Check out the Launch CloudKitchens Incubator: https://ck.launch.co
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Follow Alex:
LinkedIn: https://www.linkedin.com/in/alexwilhelm
*
Follow Jason:
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Thank you to our partners:
(9:03) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST
(20:38) OpenPhone - Get 20% off your first six months at https://www.openphone.com/twist
(29:32) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
*
Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
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Substack: https://twistartups.substack.com
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This Week in Startups is brought to you by:
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*
Timestamps:
(0:00) Jason and Alex kick off the show
(4:49) Extend Robotics’ Dr. Chang Liu joins the show
(6:23) The challenges of real-world automation, robotic grape picking, and human in the loop AI
(10:44) Fidelity Private Shares℠ - Visit https://www.fidelityprivateshares.com Mention our podcast and receive 20% off your first-year paid subscription.
(12:14) Teleoperation, network latency, and future of robotic harvesting
(21:05) Building a tech company in the UK and second-order effects of AI
(23:24) LinkedIn Jobs - Post your first job for free at https://www.linkedin.com/twist
(24:35) AI models learning from best human practitioners
(26:56) Global remote work impact and virtual assistants
(30:38) Impact of global salary standards on US developers
(33:02) Oracle - Save up to 50% on your cloud bill at https://www.oracle.com/twist
(34:28) Accredited investor rules and potential changes
(42:26) Sophisticated investor tests and angel investing
(47:32) Investing in local businesses and AI news
(48:36) OpenAI announcements and Google’s blowout quarter
(52:22) Democratizing education with AI tutors and OpenAI's new search product
(1:03:39) OpenAI’s advanced voice feature and earnings highlights
(1:06:26) Tech giants' AI initiatives and implications
(1:08:03) Amazon’s AWS growth and AI business expansion
(1:14:39) Audience question: Interesting AI sectors for startups
(1:21:05) The Chinese EV market
*
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Check out the Launch CloudKitchens Incubator: https://ck.launch.co
*
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
*
Check out Extend Robotics: https://www.extendrobotics.com/ Here is the “Empowering Main Street in America Act”: https://www.banking.senate.gov/imo/media/doc/emsaa_section-by-section.pdf Check out SearchGPT: https://openai.com/index/searchgpt-prototype/ Check out the Xiaomi SU7 Ultra: https://www.mi.com/global/discover/article?id=3768 Check out Nio: https://www.nio.com
*
Follow Dr Chang Liu:
LinkedIn: https://www.linkedin.com/in/thechangliu/
8
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LinkedIn: https://www.linkedin.com/in/alexwilhelm
*
Follow Jason:
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
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Thank you to our partners:
(10:44) Fidelity Private Shares℠ - Visit https://www.fidelityprivateshares.com Mention our podcast and receive 20% off your first-year paid subscription.
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(33:02) Oracle - Save up to 50% on your cloud bill at https://www.oracle.com/twist
*
Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
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Substack: https://twistartups.substack.com
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Todays show:
Moniepoint made waves this week by raising a massive $110 million Series C. For a startup in a category (fintech) that has seen its venture fortunes falter and a company building for the African market (which has seen its venture inflows slow), Moniepoint is an outlier – twice. Three times if you consider how quickly the company has grown in recent years. How did its round come together? How was it priced? And why aren’t more investors putting capital to work in Africa? Tune in, we have answers.
*
Timestamps: (0:00) Alex Wilhelm kicks off the show
(1:21) Moniepoint's origin story and pivot to the current model
(10:30) OpenPhone - Get 20% off your first six months at https://www.openphone.com/twist
(10:13) Balancing profitability and venture capital
(16:48) Digitalization's impact on Moniepoint's growth
(25:11) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
(26:43) Moniepoint's office and IPO strategies
(28:18) Launch of consumer banking services
(31:07) Linear - Streamline issues, projects, and product roadmaps in a tool your team will actually enjoy using. Get 25% off at https://www.linear.app/twist
(32:07) The recent fundraising round and valuation insights
(38:32) Moniepoint's expansion plans in Africa
(42:17) Fostering the early-stage startup ecosystem
(44:18) Tosin's journey in angel investing
(46:38) Spotlight on African startups in the global market
(49:37) Angel University - Apply now at https://www.angel.univeristy
*
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Check out Moniepoint: https://moniepoint.com
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LinkedIn: https://www.linkedin.com/in/tosin-eniolorunda-46833618
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LinkedIn: https://www.linkedin.com/in/alexwilhelm
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Thank you to our partners:
(10:30) OpenPhone - Get 20% off your first six months at https://www.openphone.com/twist
(25:11) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
(31:07) Linear - Streamline issues, projects, and product roadmaps in a tool your team will actually enjoy using. Get 25% off at https://www.linear.app/twist
*
Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
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Substack: https://twistartups.substack.com
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This Week in Startups is brought to you by:
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Squarespace. Turn your idea into a new website! Go to https://www.Squarespace.com/TWIST for a free trial. When you’re ready to launch, use offer code TWIST to save 10% off your first purchase of a website or domain.
Kalshi. Kalshi—the largest regulated predictions market—now lets you trade on US elections. Visit https://www.kalshi.com/twist to see live odds, trade, and get $20 when you deposit $100.
*
Todays show:
Alex Wilhelm interviews leaders from Monte Carlo and Mastertech.ai, exploring their roles in data observability and AI applications. Linda Gray shares her journey founding Mastertech.ai and highlighting AI's transformative role in auto shops.(2:05) Monte Carlo's Lior Gavish discusses the importance of data downtime and AI's influence on data monitoring. (35:51)
*
Timestamps: (0:00) Alex Wilhelm kicks off the show
(2:05) Linda Gray's career and Mastertech.ai origin
(5:17) Mastertech.ai and the auto repair industry
(8:06) Vanta - Get $1000 off your SOC 2 at https://www.vanta.com/twist
(9:11) Technological adoption and Mastertech.ai's benefits
(16:18) Mastertech.ai's OEM approval process and community data
(20:50) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST
(22:20) Mastertech.ai's AI-driven diagnostics demo
(34:34) Kalshi—the largest regulated predictions market—now lets you trade on US elections. Visit https://www.kalshi.com/twist to see live odds, trade, and get $20 when you deposit $100.
(35:51) Lior Gavish from Monte Carlo joins Alex
(45:15) AI's accelerant effect on Monte Carlo's growth and strategy *
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Monte Carlo: https://www.montecarlodata.com
Mastertech.AI: https://www.mastertech.ai
*
Follow Alex:
LinkedIn: https://www.linkedin.com/in/alexwilhelm
*
Follow Lior:
LinkedIn: https://www.linkedin.com/in/lgavish
*
Follow Linda:
LinkedIn: https://www.linkedin.com/in/linda-gray-6433b251
*
Thank you to our partners:
(8:06) Vanta - Get $1000 off your SOC 2 at https://www.vanta.com/twist
(20:50) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST
(34:34) Kalshi - Sign up to win $100K at https://www.kalshi.com/twist
*
Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
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Substack: https://twistartups.substack.com
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This Week in Startups is brought to you by…
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Kalshi. Kalshi the largest regulated predictions market—now lets you trade on US elections. Visit https://www.kalshi.com/twist to see live odds, trade, and get $20 when you deposit $100.
*
Todays show:
Sonos director Mattias Scheek joins Jason & Alex to discuss his journey in audio technology and Sonos acquisition. Then, Jason and Alex dive into election security (34:57), influencer marketing, Google’s upcoming AI release (1:10:42), and more!
*
Timestamps:
(0:00) Jason and Alex kick off the show
(3:18) Earnings week predictions & discussion on national debt
(9:17) DigitalOcean. DigitalOcean is the cloud platform you need to turn your AI project into a rocket ship. Right now, approved listeners can get up to $100,000 in free credits to try us out. Visit https://do.co/twist - get started and view terms and conditions.
(10:24) Mattias Scheek from Sonos joins the show
(11:23) Mattias Scheek's journey in audio technology and Sonos acquisition
(17:49) Challenges for hardware startups in venture capital
(20:25) Getting acquired: The process, strategy, and life after
(22:04) Cloud Devs - Visit https://www.clouddevs.com/twist for an unbeatable offer on hiring elite Latam talent today.
(23:11) Sonos' hi-fi strategy and industry issues in audio clarity
(33:08) Kalshi - Visit https://www.kalshi.com/twist today to see live election odds, place a trade, and get $20 dollars when you deposit $100. (34:57) Voting irregularities, election security, and influencer marketing
(45:14) Trump Rogan YouTube search issues and search engine comparison
(53:06) Monetization experiments on YouTube and Launch Cloud Kitchens Incubator
(1:10:42) Google's upcoming AI model for PC browsers and cybersecurity risks
(1:15:52) Apple's app permissions approach and AI
*
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Check out the Launch CloudKitchens Incubator: https://ck.launch.co
*
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*
Mentioned on the show: https://www.youtube.com/watch?v=JWnUry6mCxs
*
Follow Mattias:
LinkedIn: https://www.linkedin.com/in/mattias-scheek-539a0349/
*
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LinkedIn: https://www.linkedin.com/in/alexwilhelm
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LinkedIn: https://www.linkedin.com/in/jasoncalacanis
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Thank you to our partners:
(9:17) DigitalOcean. DigitalOcean is the cloud platform you need to turn your AI project into a rocket ship. Right now, approved listeners can get up to $100,000 in free credits to try us out. Visit https://do.co/twist - get started and view terms and conditions.
(22:04) Cloud Devs - Visit https://www.clouddevs.com/twist for an unbeatable offer on hiring elite Latam talent today.
(33:08) Kalshi - Visit https://www.kalshi.com/twist today to see live election odds, place a trade, and get $20 dollars when you deposit $100.
*
Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
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Substack: https://twistartups.substack.com
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Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916
In this episode: Alex talks with Shensi Ding from Merge, who shares her transition from finance to tech and highlights the critical role of integrations in modern businesses. They explore the challenges of building and maintaining these integrations, emphasizing the importance of standardized data models. Shensi discusses partnerships and the strategies to overcome resistance. The conversation delves into trust-building, enhancing integration observability, and expanding Merge's offerings to include AI applications. They also touch on financial efficiency, growth strategies, and Merge's evolution beyond APIs, concluding with insights into future plans and potential acquisition interest. * Timestamps: (0:00) Alex kicks off the show with guest Shensi Ding of Merge.
(5:18) Shensi's journey from finance to tech and the importance of integrations (10:20) The challenges of building and maintaining integrations
(11:19) Coda. Empower your startup with Coda’s Team plan for free—get 6 months at https://www.Coda.io/twist
(13:17) Identifying the market gap for Merge and the benefits of standardized data models (17:39) Partnership building, Salesforce integration, and overcoming resistance
(20:07) OpenPhone - Get 20% off your first six months at https://www.openphone.com/twist
(21:16) Further discussion on trust-building and integration challenges (26:04) Enhancing integration observability and customer support
(30:01) Micro1 - Visit https://www.micro1.ai/twist to get 10 free AI Interviews and 2 weeks free per hire
(31:21) Expanding Merge's integration list and its AI applications (35:27) Discussing financial efficiency, runway management, and team dynamics (43:16) Growth strategies, customer base expansion, and go-to-market experiments (47:10) Pricing strategies, customer value, and market trends (50:05) Future plans for Merge, acquisition interest, and long-term vision (52:26) Evolution of Merge beyond API focus.
*
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Check out Merge here: https://www.merge.dev/
*
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LinkedIn: https://www.linkedin.com/in/shensiding/
*
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LinkedIn: https://www.linkedin.com/in/alexwilhelm
*
Thank you to our partners:
(11:19) Coda. Empower your startup with Coda’s Team plan for free—get 6 months at https://www.Coda.io/twist
(20:07) OpenPhone - Get 20% off your first six months at https://www.openphone.com/twist
(30:01) Micro1 - Visit https://www.micro1.ai/twist to get 10 free AI Interviews and 2 weeks free per hire
*
Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
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Substack: https://twistartups.substack.com
*
Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916
In this episode we look back at all the Jam with JCal sessions from 2024. This is where startups pitch their groundbreaking ideas to Jason, covering everything from AI-driven investor tools and gamified publisher rewards to sleep tech and architecture compliance software. Watch as these innovative founders get unfiltered feedback and game-changing advice! Don’t miss these exciting pitches that could be the next big thing.
*
Timestamps: (0:00) Alex kicks off the show, setting the stage for our "Jam with JCal" season recap, focusing on startups using .TECH domains.
(0:53) Jason discusses the origins of the Jam with JCal sessions and how Travis from Uber inspired the format.
(1:39) Ramsey Shaffer presents Uptrends AI, explaining how it helps financial advisors manage and stay ahead of market news.
(17:24) Ana Malhotra introduces Rome, a yard-sharing service for dogs.
(32:24) Tyce Herrman talks about Ullama, software for architects that analyzes 3D building models for code compliance, highlighting their journey and challenges.
(44:56) Ulan Abdurazakov presents CorePod, an AI-powered device designed to help users get better sleep with personalized voice interaction
(57:25) Elliot Easterling presents Bonbon, a rewards platform for publishers to boost engagement through gamification, and discusses their go-to-market strategy.
*
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Check out the TWIST500: twist500.com
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*
Get your .TECH domain here: https://get.tech/
Check out Uptrends AI:https://www.uptrends-ai.tech/
Check out the Rome app: https://theromeapp.tech/
Check out Ulama: https://www.ulama.tech/
Check out CorePod: https://www.corepod.tech/
Check out Bonbon: https://bonbon.tech
*
Follow Ramsey:
X: https://x.com/RamseyShaffer
LinkedIn: https://www.linkedin.com/in/ramseyshaffer/
*
Follow Ana:
X: https://x.com/TheAnaMalhotra
LinkedIn: https://www.linkedin.com/in/ana-malhotra/
*
Follow Ulan:
LinkedIn: https://www.linkedin.com/in/ulanbek-abdurazakov/
*
Follow Tyce: X: https://x.com/tycecycle
LinkedIn: https://www.linkedin.com/in/tyceherrman/
Follow Elliot:
LinkedIn: https://www.linkedin.com/in/elliotteasterling
*
Follow Alex:
LinkedIn: https://www.linkedin.com/in/alexwilhelm
*
Follow Jason:
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
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Substack: https://twistartups.substack.com
*
Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916
This Week in Startups is brought to you by…
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*
Todays show:
Jason and Alex dive into the latest updates from Claude AI, exploring the new “Use Computer” feature and its implications. Next, Andrew Lissimore of headphones.com shares the journey of turning a side hustle into a thriving business, highlighting the advantages of owning a premium domain and leveraging YouTube for customer acquisition. The team from Prandtl Dynamics then joins to showcase their handcrafted, anti-drone technology. Finally, the episode concludes with an in-depth discussion on TollBit’s Series A funding and their strategies for scaling in the competitive marketplace space.
*
Timestamps:
(0:00) Jason and Alex kick off the show
(2:52) Anthropic's latest launch, Claude 3.5 Sonnet capable of "Computer use".
(8:33) Future of AI assistants and employment effects
(10:11) LinkedIn Ads - Get a $100 LinkedIn ad credit at https://www.linkedin.com/thisweekinstartups
(11:36) AI's impact on white-collar jobs and economic implications
(21:12) Vanta - Get $1000 off your SOC 2 at https://www.vanta.com/twist
(22:13) Andrew Lissimore from headphones.com joins the show
(30:38) Beehiiv - Get 30 days free and 20% off your first 3 months at https://www.beehiiv.com/twist
(32:06) Deep dive into high-end audio and audiophile community
(38:03) The role of reviews and content at headphones.com
(47:00) Leveraging Organic search and YouTube for brand growth
(50:11) Prandtl Dynamics team on anti-drone technology
(55:21) Building cost-effective anti-drone solutions
(1:03:42) Prandtl Dynamics business potential and funding
(1:09:04) TollBit's Series A funding news and AI data marketplace
*
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*
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Check out Prandtl Dynamics: https://prandtl.ca
*
Follow Andrew:
X: https://x.com/andrewlissimore
LinkedIn: https://www.linkedin.com/in/andrewlissimore
Website: https://www.headphones.com
*
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LinkedIn: https://www.linkedin.com/in/alexwilhelm
*
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LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Thank you to our partners:
(10:11) LinkedIn Ads - Get a $100 LinkedIn ad credit at https://www.linkedin.com/thisweekinstartups
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(30:38) Beehiiv - Get 30 days free and 20% off your first 3 months at https://www.beehiiv.com/twist
*
Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
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Substack: https://twistartups.substack.com
*
Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916
This Week in Startups is brought to you by…
Squarespace. Turn your idea into a new website! Go to https://www.Squarespace.com/TWIST for a free trial. When you’re ready to launch, use offer code TWIST to save 10% off your first purchase of a website or domain.
LinkedIn Jobs. A business is only as strong as its people, and every hire matters. Go to https://www.linkedin.com/twist to post your first job for free. Terms and conditions apply
Kalshi. The largest regulated predictions market—now lets you trade on US elections. Visit kalshi.com/twist to see live odds, trade, and get $20 when you deposit $100.
*
Timestamps:
(0:00) Jason and Alex kick off the show
(4:10) Heritage Foundation's stance on election integrity and fraud
(11:18) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST
(12:48) Technological improvements for secure elections
(21:07) Hans von Spakovsky's perspective on the 2020 election
(22:29) LinkedIn Ads - Get a $100 LinkedIn ad credit at http://www.linkedin.com/thisweekinstartups
(24:01) Election security and legal consequences of fraud
(30:06) Closing remarks on election security
(32:11) Reflecting on the election fraud discussion and transfer of power
(31:00) (28:22) Kalshi - Visit https://www.kalshi.com/twist today to see live election odds, place a trade, and get $20 dollars when you deposit $100.
(36:06) Introduction of Rafat Ali and discussion on Uber-Expedia rumors
(42:16) Evaluating the potential Uber-Expedia acquisition
(45:04) Challenges and consumer behavior in online travel industry
(48:33) Future of loyalty programs and travel industry partnerships
(52:17) Uber's strategic moves in the travel sector
(57:00) AI advancements in travel and media
(1:00:19) Media strategies and data monetization
(1:05:21) Skift's business model, LinkedIn's role, and remote work strategies
(1:11:24) Skift's growth and potential IPO discussion
(1:13:18) Uber's expansion into the airline industry
(1:15:41) Latest developments in AI with Anthropic's Claude 3.5 model
(1:20:07) Announcement of Angel University workshop
*
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*
Mentioned on the show:
Check out The Heritage Foundation: https://www.heritage.org/
Check out The Heritage Foundation’s database: https://www.heritage.org/voterfraud
Check out Skift: https://skift.com/
*
Follow Hans:
X: https://x.com/HvonSpakovsky
LinkedIn: https://www.linkedin.com/in/hans-von-spakovsky-0a544913/
Follow Rafat:
LinkedIn: https://www.linkedin.com/in/rafatali/
*
Follow Alex:
LinkedIn: https://www.linkedin.com/in/alexwilhelm
*
Follow Jason:
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Thank you to our partners:
(11:18) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST
(22:29) LinkedIn Ads - Get a $100 LinkedIn ad credit at http://www.linkedin.com/thisweekinstartups
(31:00) (28:22) Kalshi - Visit https://www.kalshi.com/twist today to see live election odds, place a trade, and get $20 dollars when you deposit $100.
*
Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
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Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
Substack: https://twistartups.substack.com
*
Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916
This Week in Startups is brought to you by…
DigitalOcean’s GPU Droplet - simple flexible, affordable, and scalable machines for your AI/ML workloads. Spin up powerful GPU virtual machines and start training models, building agents, or digging deep into huge data sets in seconds—and spin them back down just as quickly. With options ranging from single-GPU configurations to setups with 8 GPUs, you can scale computing power based on your specific needs without having to make upfront hardware investments. Get up to 100k in free Credits at https://www.do.co/twist!
Oracle - Oracle Cloud Infrastructure, or OCI, is a single platform for your infrastructure, database, application development, and AI needs. Save up to 50% on your cloud bill at https://www.oracle.com/twist
Kalshi—the largest regulated predictions market—now lets you trade on US elections. Visit https://www.kalshi.com/twist to see live odds, trade, and get $20 when you deposit $100.
*
Todays show:
Alex Wilhelm joins Jason to discuss the GPU market insights and the discovery of a new prime number. John LePore from BlackBox Infinite joins to discuss bridging science fiction with real-world tech, focusing on VisionPRO and Hollywood VFX. The discussion shifts to autonomous driving, Tesla's safety improvements, and Stripe's acquisition of Bridge.
*
Timestamps:
(0:00) Jason and Alex kick off the show
(5:15) Discovery of a new prime number and GPU market insights
(7:15) BlackBox Infinite's John LePore joins the show
(10:06) DigitalOcean - Approved listeners can get up to $100,000 in free credits to try out. Visit https://www.do.co/twist to get started. Terms and conditions apply
(11:54) VisionPRO app development and Hollywood VFX integration
(16:51) Oracle - Try OCI and save up to 50% on your cloud bill at https://www.oracle.com/twist
(18:35) Bridging the gap between science fiction and real-world technology
(20:36) Deep dive into the F1 experience prototype
(28:22) Kalshi - Visit https://www.kalshi.com/twist today to see live election odds, place a trade, and get $20 dollars when you deposit $100.
(29:35) Inspirational media and its impact on technology
(32:10) The influence of science fiction interfaces on real-world tech
(38:59) How safe is self-driving technology today?
(1:03:11) Stripe buying Stablecoin provider Bridge *
Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.com
Check out the TWIST500: https://www.twist500.com
*
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
*
Follow John:
X: https://www.x.com/JohnnyMotion
LinkedIn: https://www.linkedin.com/in/johnnymotion
*
Follow Alex:
LinkedIn: https://www.linkedin.com/in/alexwilhelm
*
Follow Jason:
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Thank you to our partners:
(10:06) DigitalOcean - Approved listeners can get up to $100,000 in free credits to try out. Visit https://www.do.co/twist to get started. Terms and conditions apply
(16:51) Oracle - Try OCI and save up to 50% on your cloud bill at https://www.oracle.com/twist
(28:22) Kalshi - Visit https://www.kalshi.com/twist today to see live election odds, place a trade, and get $20 dollars when you deposit $100.
*
Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
Substack: https://twistartups.substack.com
*
Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916
Todays show:
Cacheflow’s Sarika Garg joins Alex Wilhelm to discuss the challenges of B2B software sales (4:26), finding product-market fit (14:08), HubSpot's acquisition of Cacheflow (17:32), and more!
*
Timestamps:
(0:00) Cacheflow’s Sarika Garg joins Alex
(2:25) Sarika Garg's startup journey and founding of Cacheflow
(4:26) Challenges in B2B software sales, managing billing complexities, and SaaS explosion
(10:09) Initial funding, product development, and growth
(10:34) AssemblyAI - Get 100 free hours to start building at https://www.assemblyai.com/twist
(14:08) Finding product-market fit and scaling strategies
(17:32) HubSpot's acquisition of Cacheflow
(21:20) Vanta - Get $1000 off your SOC 2 at https://www.vanta.com/twist
(22:24) Preparing for Series A and positioning as an AI company
(24:57) Deal with HubSpot and integration plans
(29:41) Runway - Sign up at https://runway.com/twist to get your first 3 months free
(30:58) Diverse cap table, early exit, and founder lessons
(33:45) Importance of a part-time CFO and organizational efficiency
(37:26) Integration with HubSpot's Commerce Hub
(39:02) Shifts in SaaS buying behavior and future plans at HubSpot
(47:01) Remote work’s impact
*
Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.com/
Check out the TWIST500: twist500.com
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
*
Check out Cacheflow: https://www.getcacheflow.com
Check out Alex’s articles on Cacheflow: https://techcrunch.com/2022/12/06/cacheflow-doubles-valuation-while-raising-10m-proving-that-the-venture-market-is-far-from-dead/https://techcrunch.com/2021/11/10/cacheflow-drops-stealth-tag-raises-6m-to-simplify-the-saas-buying-experience/
*
Follow Sarika:
LinkedIn: https://www.linkedin.com/in/sarikagarg
*
Follow Alex:
LinkedIn: https://www.linkedin.com/in/alexwilhelm
*
Thank you to our partners:
(10:34) AssemblyAI - Get 100 free hours to start building at https://www.assemblyai.com/twist
(21:20) Vanta - Get $1000 off your SOC 2 at https://www.vanta.com/twist
(29:41) Runway - Sign up at https://runway.com/twist to get your first 3 months free
*
Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
Substack: https://twistartups.substack.com
*
Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916
Todays show: Kruze’s Scott Orn joins Jason on the latest edition of Startup Finance Basics! In this episode, they break down the best financial advice that VCs give founders including, managing cash flow (0:21), accounting methods (5:19), building an effective financial plan (15:22), and more!
*
Timestamps:
(00:00) Kruze COO, Scott Orn, joins Jason
(0:21) The best financial advice VCs give startups, managing cash flow, and the risks of over-fundraising
(5:19) Growth strategies for early-stage startups and accounting methods
(8:28) Legal aspects of financial representation and maintaining credibility with VCs
(15:00) Building an effective financial plan for your startup
(17:47) Historical perspectives on funding and the importance of regulatory considerations
*
Check out Kruze: https://kruzeconsulting.com
*
Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.com
Check out the TWIST500: https://www.twist500.com
*
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
*
Follow Scott:
LinkedIn: https://www.linkedin.com/in/scottorn
X: https://twitter.com/scottorn
*
Follow Jason:
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
Substack: https://twistartups.substack.com
*
Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916
This Week in Startups is brought to you by…
Fundrise. Fundrise provides access to diversified portfolios of private real estate to all investors with their industry leading, easy to use platform. Sign up today at https://www.fundrise.com/twist
Brave. Brave is an internet privacy company on a mission to protect your personal info online. Download Brave today at https://brave.com/twist to browse faster, search privately and so much more. All in a single click.
OpenPhone. Create business phone numbers for you and your team that work through an app on your smartphone or desktop. TWiST listeners can get an extra 20% off any plan for your first 6 months at https://www.openphone.com/twist
*
Timestamps:
(0:00) Jason and Alex kick off the show
(2:06) FTC's new subscription rules and impact
(6:58) Fundrise - Sign up today at https://www.fundrise.com/twist
(8:16) Density's mission and "Waffle" product announcement
(16:02) Real-time wayfinding and utilization tracking
(22:45) Brave - Download today at https://brave.com/twist to browse faster, search privately and so much more
(23:59) Data's impact on city planning and operations
(27:12) Sensor costs and impact on adoption
(32:24) Unit economics and adoption curves
(39:13) OpenPhone - Get 20% off your first six months at https://www.openphone.com/twist
(40:22) Robotaxi fleet modeling project
(48:33) Google and Kairos nuclear power deal
(50:00) Amazon's nuclear energy agreements
(55:09) Solar and fracking trends
*
Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.com
Check out the TWIST500: https://www.twist500.com
*
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
*
TWiST AV Models:
*
Mentioned on the show:
https://blog.google/outreach-initiatives/sustainability/google-kairos-power-nuclear-energy-agreement
https://www.aboutamazon.com/news/sustainability/amazon-nuclear-small-modular-reactor-net-carbon-zero
https://ourworldindata.org/energy-gdp-decoupling
https://www.bbc.com/news/articles/czkkgnp1d2xo
https://archive.is/ZOO42#selection-1051.130-1059.17
https://www.semafor.com/article/10/03/2024/solar-boom-in-china-turns-electricity-prices-negative
*
Check out these startups:
https://www.unbound-potential.com
*
Follow Andrew:
LinkedIn: https://www.linkedin.com/in/andrewfarah
Check out: https://density.io
*
Follow Alex:
LinkedIn: https://www.linkedin.com/in/alexwilhelm
*
Follow Jason:
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Thank you to our partners:
(6:58) Fundrise - Sign up today at https://www.fundrise.com/twist
(22:45) Brave - Download today at https://brave.com/twist to browse faster, search privately and so much more
(39:13) OpenPhone - Get 20% off your first six months at https://www.openphone.com/twist
*
Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
Substack: https://twistartups.substack.com
*
Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916
This Week in Startups is brought to you by…
Lemon.io - Hire pre-vetted remote developers, get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
Fidelity Private Shares℠. Manage your cap table and data room, get faster, more accurate 409A valuation and fully automate your next financing round. Visit https://www.fidelityprivateshares.com! Mention our podcast and receive 20% off your first-year paid subscription.
CLA. Innovation takes balance. CLA's CPAs, consultants, and wealth advisors can help you get from startup to where you want to end up. Get started now at https://claconnect.com/tech
*
Sunny Madra joins Jason to discuss Tesla’s Robotaxis (2:17), demo ChatGPT-4o new Canvas interface (25:23), break down Meta’s Movie Gen model (41:11), Notebook LM (54:41), and much more!
*
Timestamps:
(0:00) Sunny Madra and Jason kick off the show
(2:17) Tesla's Robotaxi reveal and challenges with regulatory approval
(10:00) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
(11:22) Self-driving architectures and potential applications for Tesla's Cybervan
(18:15) Update on Tesla's Optimus robot and the future of autonomous vehicles
(22:04) Interest rates and startup funding challenges
(22:13) Fidelity Private Shares℠ - Visit https://www.fidelityprivateshares.com! Mention our podcast and receive 20% off your first-year paid subscription.
(23:14) Traffic congestion, urban planning, and future players in autonomous vehicles
(25:23) ChatGPT-4o with Canvas demo
(31:28) CLA - Get started with CLA's CPAs, consultants, and wealth advisors now at https://www.claconnect.com/tech (41:11) Meta vision models and Groq demo
(42:35) Apple AirPods updates and AR glasses privacy concerns
(47:46) Meta's new vision models, open-source impact, and OpenAI's business model
(54:41) Notebook LM's tools
(1:00:13) Capturing family history with AI and Meta Movie Gen's potential
*
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
*
LINKS:
Check out OpenAI’s Canvas: https://openai.com/index/introducing-canvas/
Check out Notebook LM: https://notebooklm.google.com/
Check out Meta Movie Gen: https://ai.meta.com/research/movie-gen/ Check out Meta Llama 3.2: https://ai.meta.com/blog/llama-3-2-connect-2024-vision-edge-mobile-devices/
*
Follow Sunny:
X: https://twitter.com/sundeep
LinkedIn: https://www.linkedin.com/in/sundeepm
*
Follow Jason:
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Thank you to our partners:
(10:00) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
(22:04) Fidelity Private Shares℠ - Visit https://www.fidelityprivateshares.com! Mention our podcast and receive 20% off your first-year paid subscription.
(31:32) CLA - Get started with CLA's CPAs, consultants, and wealth advisors now at https://www.claconnect.com/tech
*
Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.com/
Check out the TWIST500: twist500.com
*
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
Substack: https://twistartups.substack.com
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
Squarespace. Turn your idea into a new website! Go to https://www.Squarespace.com/TWIST for a free trial. When you’re ready to launch, use offer code TWIST to save 10% off your first purchase of a website or domain.
Beehiiv. Power your newsletters with AI tools, referral programs, and ad network features—all in one platform. Get 30 days free and 20% off your first 3 months at https://www.beehiiv.com/twist
Cloud Devs. Building the best remote team is tough, but you don’t have to do it alone. Visit https://www.clouddevs.com/twist for an unbeatable offer on hiring elite Latam talent today.
*
Todays show:
Alex Wilhelm joins Jason to dive into Tesla’s Robotaxi event, highlighting Tesla's bold plans for a self-driving, bus-style vehicle (4:33). Then, Lightship RV co-founders Toby Kraus and Ben Parker talk about the future of electric RVs (25:04). Finally, Voatz CEO Nimit Sawhney shares how blockchain is being used to secure elections (51:35).
*
Timestamps:
(0:00) Jason and Alex kick off the show
(4:33) The Tesla Robotaxi event
(6:46) The potential impact of Tesla's bus platform
(11:59) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST
(13:29) ChatGPT 4 with Canvas demonstration
(18:23) Predictions on the future of self-driving cars
(23:36) Beehiiv - Get 30 days free and 20% off your first 3 months at https://www.beehiiv.com/twist
(25:04) Lightship RV co-founders Toby Kraus and Ben Parker join the show
(27:55) Description and features of Lightship RV
(33:58) Cloud Devs - Visit https://www.clouddevs.com/twist for an unbeatable offer on hiring elite Latam talent today.
(35:05) Financing strategy and market potential for Lightship
(39:00) Impact of market trends on Lightship
(41:19) Lightship's unique selling points, competition, and market strategy
(51:35) Voatz CEO Nimit Sawhney joins the show
(54:48) Voatz's progress, voting process, and blockchain integration
(1:02:25) Election fraud concerns and attack vectors
(1:06:02) Voatz's business model and sales cycle
(1:08:11) Discussion on Dominion Voting Systems and election security
(1:10:15) The debate over voter ID requirements and voting transparency
(1:13:38) Upcoming topics: Solar energy advancements
(1:14:28) Twist 500 nominations and submission guidelines
*
Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.com
Check out the TWIST500: https://www.twist500.com
*
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
*
Check out:
*
Follow Toby:
LinkedIn: https://www.linkedin.com/in/tobykraus
*
Follow Ben:
LinkedIn: https://www.linkedin.com/in/benjaminparker1203/
*
Follow Nimit:
*
Follow Alex:
LinkedIn: https://www.linkedin.com/in/alexwilhelm
*
Follow Jason:
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Thank you to our partners:
(11:59) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST
(23:36) Beehiiv - Get 30 days free and 20% off your first 3 months at https://www.beehiiv.com/twist
(33:58) Cloud Devs - Visit https://www.clouddevs.com/twist for an unbeatable offer on hiring elite Latam talent today.
*
Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
Substack: https://twistartups.substack.com
*
Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916
This Week in Startups is brought to you by…
OpenPhone. Create business phone numbers for you and your team that work through an app on your smartphone or desktop. TWiST listeners can get an extra 20% off any plan for your first 6 months at https://www.openphone.com/twist
NetSuite. The number one cloud financial system, bringing accounting, financial management, inventory, and HR, into one platform. Giving you one source of truth. Download the CFO's Guide to AI and Machine Learning for free at https://www.netsuite.com/twist
Sprig. The Product Experience platform that generates AI-powered opportunities to continuously improve your product at scale. Visit https://www.sprig.com/twist to book a demo and get a $75 gift card.
*
Todays show:
We reviewed the first 100 companies on the TWiST500 list, covering sectors from fintech to AI, robotics, and space. Dozens of must-know startups emerged. Today, Alex breaks down the categories seeing the most entrants and highlight some of our favorite picks.
*
Timestamps:
(0:00) Alex Wilhelm kicks off the show
(3:08) AI for Devs: Qodo & Poolside
(6:25) AI Infrastructure: CoreWeave
(8:43) OpenPhone - Get 20% off your first six months at https://www.openphone.com/twist
(10:15) Data for AI: Tollbit & Scale
(14:05) Robotics: Figure & Dusty Robotics
(17:51) NetSuite - Download the CFO's Guide to AI and Machine Learning for free at https://www.netsuite.com/twist
(19:08) Fintech: Circle & Altruist
(22:37) Cybersecurity: Huntress & Wiz
(26:30) Crypto: Farcaster
(28:17) Other Standouts: Harvey AI, Kojo & Albedo Space
(30:04) Sprig - Visit https://www.sprig.com/twist to book a demo and get a $75 gift card.
(31:17) Angel University kicks off November 6th
*
Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.com
Check out the TWIST500: https://www.twist500.com
*
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
*
Companies mentioned on the show:
*
Check out these TWiST episodes: https://www.youtube.com/watch?v=jGtV_V54m30
https://www.youtube.com/watch?v=BZPO5oYUuQU
https://www.youtube.com/watch?v=ULEwo0VXlZQ
https://www.youtube.com/watch?v=FdkWFoFD50Q
https://www.youtube.com/watch?v=ULEwo0VXlZQ
*
Follow Alex:
LinkedIn: https://www.linkedin.com/in/alexwilhelm
*
Thank you to our partners:
(8:43) OpenPhone - Get 20% off your first six months at https://www.openphone.com/twist
(17:51) NetSuite - Download the CFO's Guide to AI and Machine Learning for free at https://www.netsuite.com/twist
(30:04) Sprig - Visit https://www.sprig.com/twist to book a demo and get a $75 gift card.
*
Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
Substack: https://twistartups.substack.com
*
Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916
Todays show: Kruze’s Scott Orn joins Jason on the latest edition of Startup Finance Basics! In this episode, they break down the unique aspects and dynamics of the current AI boom, contrasting AI startup revenue, costs, and growth rates with traditional SaaS models (4:11). They also dive into AI tools' impact on productivity and labor efficiency (8:12), the accounting challenges and operational issues AI startups face (14:27), and more!
*
Timestamps:
(00:00) Kruze COO, Scott Orn, joins Jason (1:06) Unique aspects and dynamics of the current AI boom (4:11) AI startup revenue, costs, and growth rates vs traditional SaaS (8:12) AI tools and their impact on productivity and labor efficiency (14:27) Accounting challenges and operational issues in AI startups
*
Check out Kruze: https://kruzeconsulting.com
*
Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.com
Check out the TWIST500: https://www.twist500.com
*
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
*
Follow Scott:
LinkedIn: https://www.linkedin.com/in/scottorn
X: https://twitter.com/scottorn
*
Follow Jason:
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
Substack: https://twistartups.substack.com
*
Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916
This Week in Startups is brought to you by…
Gusto is easy online payroll, benefits, and HR built for modern small businesses. Get three months free when you run your first payroll at https://www.gusto.com/twist
Oracle - Oracle Cloud Infrastructure, or OCI, is a single platform for your infrastructure, database, application development, and AI needs. Save up to 50% on your cloud bill at https://www.oracle.com/twist
Linear. Linear helps product teams focus on what they do best: Planning and building great products. Streamline issues, projects, and product roadmaps in a tool your team will actually enjoy using. Get 25% off at https://www.linear.app/twist
*
Todays show:
M.G. Siegler joins Jason and Alex to discuss the current venture capital crisis (14:11), and challenges in the venture industry, particularly in early-stage returns and high valuations (18:42). They also address future exits and the impact of regulatory measures on M&A (27:14), Google's antitrust case (49:08), and much more!
*
Timestamps:
(0:00) M.G. Siegler joins Jason and Alex
(5:05) M.G. Siegler's journey from journalism to venture capital
(8:33) Differences between journalism and venture capital
(10:02) Gusto - Get three months free when you run your first payroll at https://gusto.com/twist
(11:02) Media training and transparency in companies
(14:11) Venture capital's current state and CRV's capital return
(16:23) Challenges and opportunities in the venture industry
(18:42) Early stage venture returns and the impact of high valuations
(21:42) Oracle - Try OCI and save up to 50% on your cloud bill at at https://www.oracle.com/twist
(23:07) Future exits and liquidity evaluations in startups
(27:14) Acquisitions, hackquisitions, and regulatory impact on M&A
(34:09) Venture capital dynamics and fundraising during market downturn
(35:48) Predictions for the startup market recovery
(38:02) Linear - Streamline issues, projects, and product roadmaps in a tool your team will actually enjoy using. Get 25% off at https://www.linear.app/twist
(38:57) AI competition among tech giants and Meta's hardware challenges
(45:47) Venture capital dynamics and favorite AI tools
(49:08) Google's antitrust case
(55:25) Possible effects of opening Google's search API
(1:03:41) Potential Google spin-offs
(1:06:27) Audience Q&A
*
Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.com
Check out the TWIST500: https://www.twist500.com
*
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
*
Mentioned on the show:
https://spyglass.org/vc-crisis
*
Follow M.G. Siegler:
LinkedIn: https://www.linkedin.com/in/mgsiegler/?originalSubdomain=uk
Check out: https://www.spyglass.org
*
Follow Alex:
LinkedIn: https://www.linkedin.com/in/alexwilhelm
*
Follow Jason:
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Thank you to our partners:
(10:02) Gusto - Get three months free when you run your first payroll at https://gusto.com/twist
(21:42) Oracle - Try OCI and save up to 50% on your cloud bill at at https://www.oracle.com/twist
(38:02) Linear - Streamline issues, projects, and product roadmaps in a tool your team will actually enjoy using. Get 25% off at https://www.linear.app/twist
*
Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
Substack: https://twistartups.substack.com
*
Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916
This Week in Startups is brought to you by…
Lemon.io - Hire pre-vetted remote developers, get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
Vanta. Compliance and security shouldn't be a deal-breaker for startups to win new business. Vanta makes it easy for companies to get a SOC 2 report fast. TWiST listeners can get $1,000 off for a limited time at https://www.vanta.com/twist
AssemblyAI. Get maximum value from voice data with AssemblyAI. Build powerful products and features for your end users on the industry’s leading speech-to-text models. Get 100 free hours to start building at https://www.assemblyai.com/twist
*
Todays show:
Radian’s Richard Humphrey joins Alex to discuss the future of space travel, focusing on spaceplanes like the Radian One (2:05). The two dive into technological advancements (10:20), funding challenges (14:28), the potential to reduce orbital launch costs (47:56), and more!
*
Timestamps:
(0:00) Radian’s Richard Humphrey joins Alex
(2:05) Discussion on Richard Humphrey's aviation history and spaceplane development
(4:22) Spaceplanes versus rockets: advantages and disadvantages
(8:51) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
(10:20) Spaceplane projects: historical context and current technology
(14:28) Funding challenges and venture capital interest in space industry
(17:14) Radian 1 spaceplane's rocket sled launch mechanism and specifications
(20:22) Vanta - Get $1000 off your SOC 2 at https://www.vanta.com/twist
(25:28) Reusability and refurbishment process of the Radian 1 spaceplane
(29:03) AssemblyAI - Get 100 free hours to start building at https://www.assemblyai.com/twist
(30:33) Radian 1 project updates: recent tests and future timeline
(39:00) Commercial model and government interest in horizontal launches
(42:38) Orbital launches: future demand and space economy implications
(44:49) Space launches: US and Chinese dominance, and potential for rapid cargo transport
(47:56) Private orbital flights: cost, feasibility, and space tourism
(53:19) Reducing orbital launch costs and the transformative potential of space access
*
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Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
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Timestamps:
(0:00) Alex and Jason kick off the news show!
(3:26) Overview of Harvard's AR glasses tech demo and club projects
(10:09) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST
(11:35) Discussing responsible tech use, privacy, and entrepreneurial aspirations
(18:30) Guests' academic focus and future in technology
(19:41) LinkedIn Ads - Get a $100 LinkedIn ad credit at http://www.linkedin.com/thisweekinstartups
(21:27) AR technology trends, practicality, and ethical considerations
(26:10) AI advancements, deepfakes, and AR in healthcare
(29:37) Washington Post - TWiST listeners can subscribe for just 50 cents per week for your first year at https://www.washingtonpost.com/twist
(31:06) Insights on young founders and the podcast's live format evolution
(31:58) Venture capital trends and Initialize Capital's restructuring
(39:28) Founders Fund and CRV developments, returning capital to LPs
(42:02) Analysis of scale insurgents and successful startup unicorns
(46:39) Secondary market opportunities and fund exit strategies
(53:00) New Twist 500 members: Snyk and Nym
(59:56) TikTok's impact on the music industry and content creators
(1:01:05) Investment discussions with Chef Reactions and TikTok creators *
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X: https://x.com/AnhPhuNguyen1
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X: https://x.com/CaineArdayfio
LinkedIn: https://www.linkedin.com/in/caine-ardayfio/
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LinkedIn: https://www.linkedin.com/in/alexwilhelm
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(29:37) Washington Post - TWiST listeners can subscribe for just 50 cents per week for your first year at https://www.washingtonpost.com/twist
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Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
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Timestamps:
(0:00) Databricks’ Naveen Rao joins Alex Wilhelm
(8:54) Regulatory challenges and open-source AI
(10:02) OpenPhone - Get 20% off your first six months at https://www.openphone.com/twist
(13:57) Meta's Llama models and reinforcement learning
(19:46) LinkedIn Ads - Get a $100 LinkedIn ad credit at http://www.linkedin.com/thisweekinstartups
(20:55) Open vs. closed source AI models and advances
(28:09) Precision in AI and enterprise applications
(30:20) Beehiiv - Get 30 days free and 20% off your first 3 months at https://www.beehiiv.com/twist
(52:08) Tech incumbents' evolution and AI competition
(54:55) AI model sizes and synthetic data quality
(57:29) AI inspiration from biology and future innovation
(1:03:06) Databricks' growth trajectory and potential IPO
(1:04:25) Elliot Easterling of bonbon joins TWIST for a Jam with JCal.
(1:05:16) Bonbon.tech and the rewards platform overview
(1:14:44) Gamification strategies and user engagement
(1:22:18) Exploring growth opportunities and market expansion *
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Check out Databricks: https://www.databricks.com/
Check out Bonbon: https://bonbon.tech
Link to Newsom vetoes SB 1047 article: https://www.bbc.com/news/articles/cj9jwyr3kgeo
The short guide to understanding data intelligence from Databricks: https://www.databricks.com/blog/short-guide-understanding-data-intelligence
Mosaic AI Agent Framework post: https://www.databricks.com/blog/announcing-mosaic-ai-agent-framework-and-agent-evaluation
Data Intelligence Platform product tour: https://www.databricks.com/resources/demos/tours/horizontal/introducing-databricks-intelligence-platform?itm_data=demo_center
Mosaic AI new features and demo: https://www.youtube.com/watch?v=acIBdCOj88E
Unity Catalog GitHub: https://github.com/unitycatalog/unitycatalog
“Thinking Fast and Slow” by Daniel Kahneman summary on Medium - https://www.penguinrandomhouse.ca/books/89308/thinking-fast-and-slow-by-daniel-kahneman/9780385676533
*
Follow Naveen:
LinkedIn: https://www.linkedin.com/in/naveen-rao-bba5b01/
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LinkedIn: https://www.linkedin.com/in/elliotteasterling
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(30:20) Beehiiv - Get 30 days free and 20% off your first 3 months at https://www.beehiiv.com/twist
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Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
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Todays show:
Alex Wilhelm joins Jason to discuss the ongoing ILA strike and impact (2:34), Startup opportunities in port automation (39:49), CRV's $275M return to investors (55:33), OpenAI closing its $6.6 billion mega-round (1:12:07), and more!
*
Timestamps:
(0:00) Jason and Alex kick off the show
(2:34) The ILA strike overview and impact
(4:59) Technology and efficiency in global ports
(10:10) Notion - Try it for free today at https://notion.com/twist
(11:43) Labor, supply chain fragility, and union perspectives
(20:12) Future of port automation and union demands
(27:07) Fidelity Private Shares℠ - Visit https://www.fidelityprivateshares.com! Mention our podcast and receive 20% off your first-year paid subscription.
(28:27) Societal impacts of potential future labor changes
(38:07) Kyte - Download the Kyte app or book online at https://www.kyte.com and use code JASON to save 10% on your first rental.
(39:38) Startup opportunities in port automation and technology resistance
(45:13) Innovations in port tech
(50:11) Broader impact of automation on employment
(55:39) CRV's $275M return to investors
(1:00:06) Focusing on core strengths in venture capital
(1:02:16) Current market conditions and lack of late-stage IPOs
(1:08:26) Essential skills for venture capital investing and variability in VC fund performance
(1:12:07) OpenAI closing its $6.6 billion mega-round
(1:18:27) Audience Q&A
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Mentioned on the show:
https://www.gao.gov/assets/d24106498.pdf
https://ilaunion.org/ila-halts-negotiations-with-usmx-amid-automation-disputes/
https://www.cbsnews.com/news/how-much-do-dock-workers-make-longshoreman-salary/
https://www.nytimes.com/2024/10/02/technology/crv-vc-fund-returning-money.html
*
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LinkedIn: https://www.linkedin.com/in/alexwilhelm
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LinkedIn: https://www.linkedin.com/in/jasoncalacanis
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(27:07) Fidelity Private Shares℠ - Visit https://www.fidelityprivateshares.com! Mention our podcast and receive 20% off your first-year paid subscription.
(38:07) Kyte - Download the Kyte app or book online at https://www.kyte.com and use code JASON to save 10% on your first rental.
*
Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
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Timestamps:
(1:18) Alex kicks off the show!
(2:27) Our Fund of Funds panel from Liquidity Summit 2024 take the stage. (2:54) Insights from Ben Choi on Fund of Funds (6:25) Emerging Manager Funds with Michael Downing
(9:47) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST
(13:38) Challenges for Emerging Managers in Venture Capital
(20:25) Gusto - Get three months free when you run your first payroll at http://gusto.com/twist
(21:30) Venture Capital Performance with Seyonne Kang
(32:12) Runway - Sign up at https://runway.com/twist to get your first 3 months free.
(33:30) Monique Woodard on Raising a First Fund (38:35) Debunking Myths of Raising a First Fund (40:46) Importance of Individual vs. Institutional Investors (42:18) Building Relationships for Subsequent Funds (43:45) Identifying Your Ideal LP Persona (45:19) Leveraging Your Fund's Unique Strengths (49:24) Strategies for Fund 2 and Beyond *
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Check out Cake Ventures: https://www.cake.vc/
Check out Stepstone Group: https://www.stepstonegroup.com/
Check out Next Legacy Ventures: https://www.nextlegacy.com/
Check out MDSV Capital: https://www.mdsv.vc/
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X: https://x.com/moniquewoodard
LinkedIn: https://www.linkedin.com/in/moniquewoodard/
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X: https://x.com/stepstonegroup
LinkedIn: https://www.linkedin.com/in/seyonne-kang-b283021/
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Follow Ben:
LinkedIn: https://www.linkedin.com/in/bchoi/
*
Follow Michael:
X: https://x.com/michaeldowning
LinkedIn: https://www.linkedin.com/in/michaeldowning/
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Follow Alex:
LinkedIn: https://www.linkedin.com/in/alexwilhelm
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Thank you to our partners:
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(32:12) Runway - Sign up at https://runway.com/twist to get your first 3 months free.
*
Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
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Substack: https://twistartups.substack.com
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Todays show:
Alex Wilhelm joins Jason to discuss AI regulation bill SB 1047 (1:46), the biggest supercycle today (6:18), OpenAI’s growth trajectory (25:20), the AR and VR technology evolution (48:51), and more!
*
Timestamps:
(0:00) Jason and Alex kick off the show
(1:46) AI regulation bill SB 1047
(2:34) Defining the AI supercycle
(6:18) Concurrent supercycles: Self-driving cars and fusion
(8:03) Vanta - Get $1000 off your SOC 2 at https://www.vanta.com/twist
(9:08) Detailed discussion on SB 1047's impact and reactions
(17:14) AI regulation in California: A broader perspective
(19:54) CloudDevs - Visit https://www.clouddevs.com/twist for an unbeatable offer on hiring elite LATAM talent today.
(21:01) Industry leaders' reactions to SB 1047 veto and open source in AI
(25:20) Rule-breaking in startup success and evaluating OpenAI's valuation
(36:47) Sprig - Visit https://www.sprig.com/twist to book a demo and get a $75 gift card.
(38:00) Infrastructure ownership for tech giants and the future of startups in AI
(48:51) AR and VR technology evolution and market potential
(55:38) AR glasses' impact on daily life and mental health
(1:05:59) AR vs. VR applications and social implications
(1:07:27) Audience Q&A
*
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Mentioned on the show:
https://x.com/martin_casado/status/1840490481777770850
https://x.com/AndrewYNg/status/1840497561821651069
https://www.youtube.com/watch?v=FKgJTJojVEw
*
Follow Alex:
LinkedIn: https://www.linkedin.com/in/alexwilhelm
*
Follow Jason:
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Thank you to our partners:
(8:03) Vanta - Get $1000 off your SOC 2 at https://www.vanta.com/twist
(19:54) CloudDevs - Visit https://www.clouddevs.com/twist for an unbeatable offer on hiring elite LATAM talent today.
(36:47) Sprig - Visit https://www.sprig.com/twist to book a demo and get a $75 gift card.
*
Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
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Substack: https://twistartups.substack.com
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This Week in Startups is brought to you by…
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Todays show:
Udio’s David Ding joins Alex to discuss the inception of Udio (1:32), advancements in AI music creation (8:47), and the evolution of Udio’s AI model (10:32). Plus, David demos Udio’s capabilities live (32:47)!
*
Timestamps:
(0:00) Udio’s David Ding joins Alex
(1:32) David's journey and the inception of Udio
(4:26) AI music generation and user control over music elements
(7:52) .Tech Domains - Apply for the Jam Session with JCal contest today at https://jamwithjcal.tech
(8:47) Advancements in AI music creation and data annotation
(10:32) Evolution of Udio's AI models and early versions
(14:59) Udio's target audience and the future of AI in music
(20:06) Udio's potential DAW integration and music production terms
(21:52) LinkedIn Ads - Get a $100 LinkedIn ad credit at https://www.linkedin.com/thisweekinstartups
(23:17) Udio's funding and business model
(27:11) Financial discipline and GPU cost efficiency at Udio
(31:28) Brave Search API - Get started for free at https://www.brave.com/jason
(32:47) GPU-based compute challenges and a live Udio demo
(48:03) Udio's user interface, engagement, and community insights
(49:57) Udio's growth, virality, and competitive stance
(53:27) Udio's model quality and expansion roadmap
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*
Follow David:
LinkedIn: https://www.linkedin.com/in/david-fengning-ding-053b1282
*
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(7:52) .Tech Domains - Apply for the Jam Session with JCal contest today at https://jamwithjcal.tech
(21:52) LinkedIn Ads - Get a $100 LinkedIn ad credit at https://www.linkedin.com/thisweekinstartups
(31:28) Brave Search API - Get started for free at https://www.brave.com/jason
*
Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
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Substack: https://twistartups.substack.com
*
Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916
Timestamps:
(0:00) Teaser of today’s Liquidity Summit talk from Phil Deutch.
(1:29) Alex kicks off the show.
(2:11) Jason introduces Phil Deutch at the Liquidity Summit 2024
(3:52) Phil Deutch’s talk “Data Centers & Energy: A First Principles Understanding of Investment Opportunities & Challenges”
(4:39) Data center power demands and the impact on energy demand
(7:30) The complexity of energy generation and distribution
(9:24) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST
(10:55) Electricity generation in the US, transmission, and distribution challenges
(15:17) Market opportunity for faster electricity delivery and sustainability challenges
(20:08) Vanta - Get $1000 off your SOC 2 at https://www.vanta.com/twist
(21:14) The nuclear power debate, role of AI and batteries in energy management
(25:55) Consumer awareness and recent outages' impact on energy consumption
(29:16) OpenPhone - Get 20% off your first six months at https://www.openphone.com/twist
(30:39) Audience questions on the transition to AI and EV adoption challenges
(34:09) Future innovations in energy: Solar, storage, and the potential for free electricity
*
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Check out NGP Energy Capital: https://ngpenergy.com/
*
Follow Phil:
LinkedIn: https://www.linkedin.com/in/philip-deutch-21a76a6/
*
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LinkedIn: https://www.linkedin.com/in/alexwilhelm/
*
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LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Thank you to our partners:
(9:24) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST
(20:08) Vanta - Get $1000 off your SOC 2 at https://www.vanta.com/twist
(29:16) OpenPhone - Get 20% off your first six months at https://www.openphone.com/twist
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
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*
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Linear. Linear helps product teams focus on what they do best: Planning and building great products. Streamline issues, projects, and product roadmaps in a tool your team will actually enjoy using. Get 25% off at https://www.linear.app/twist
Oracle - Oracle Cloud Infrastructure, or OCI, is a single platform for your infrastructure, database, application development, and AI needs. Save up to 50% on your cloud bill at https://www.oracle.com/twist
Fundrise. Fundrise provides access to diversified portfolios of private real estate to all investors with their industry leading, easy to use platform. Sign up today at https://www.fundrise.com/TWIST
*
Todays show:
Alex Wilhelm joins Jason to discuss OpenAI CTO’s departure (2:03), DOJ AI compliance guidelines (9:11), current trends in tech M&A (19:15), and much more!
*
Timestamps:
(0:00) Jason and Alex kick off the show
(2:03) Breaking news: OpenAI CTO departure and speculation
(8:17) Linear - Streamline issues, projects, and product roadmaps in a tool your team will actually enjoy using. Get 25% off at https://www.linear.app/twist
(9:11) DOJ AI compliance guidelines
(17:52) Oracle - Try OCI and save up to 50% on your cloud bill at https://www.oracle.com/twist
(19:15) Current state and trends in tech M&A
(29:13) Liquidity, market trust, and the move towards a cashless society
(36:05) Fundrise - Sign up today at https://www.fundrise.com/TWIST
(37:21) Startup funding, valuations, and disciplined fundraising
(50:09) Instacart's valuation journey and venture capital challenges
(53:25) Optimism for the AI-driven business super cycle
(55:36) The future of labor: Skilled trades vs. knowledge workers
(1:02:03) Trends in apprenticeships, college enrollment, and geographic arbitrage
(1:08:24) Startup opportunities in vocational training and alternative education models
(1:11:09) Google's career certificates initiative
(1:14:16) Job expectations and the reality for young professionals
(1:15:42) Tenet Media controversy
*
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*
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*
Mentioned on the show:
https://www.cnbc.com/2024/09/16/the-toolbelt-generation-why-teens-are-losing-faith-in-college.html
https://globalventuring.com/corporate/exit/exits-corporate-backed-startups-august-2024
https://www.ft.com/content/78b7e7a7-7428-4c5e-bfa2-0921c9d6cd25
*
Follow Alex:
LinkedIn: https://www.linkedin.com/in/alexwilhelm
*
Follow Jason:
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Thank you to our partners:
(8:17) Linear - Streamline issues, projects, and product roadmaps in a tool your team will actually enjoy using. Get 25% off at https://www.linear.app/twist
(17:52) Oracle - Try OCI and save up to 50% on your cloud bill at https://www.oracle.com/twist
(36:05) Fundrise - Sign up today at https://www.fundrise.com/TWIST
*
Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
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Substack: https://twistartups.substack.com
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This Week in Startups is brought to you by…
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Todays show:
Alex Wilhelm joins Jason to discuss Amazon's return to office (RTO) policy (11:27), Lina Khan’s 60 minutes (31:09), Apple's new iOS features (48:32), Microsoft's big nuclear deals (1:05:25), and more!
*
Timestamps:
(0:00) Jason and Alex kick off the show
(2:14) Viral tweet from Harry Stebbings about venture capital and entrepreneurship
(4:38) Discussion on the balance between luxury and grit in entrepreneurship
(9:29) Cleaning up the excesses in the industry
(9:58) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
(11:27) Amazon's return to office (RTO) policy and its implications
(20:11) Potential impact of RTO on Amazon's innovation and stock price
(20:55) Coda - Empower your startup with Coda’s Team plan for free—get 6 months at https://www.Coda.io/twist
(22:25) Amazon's use of Gen AI to reduce the need for developers
(24:32) Amazon's M&A strategy and competitive positioning
(29:39) Google Cloud - Accelerate your startup journey with the Google for Startups Cloud Program. Apply at https://startups.google.com/twist (31:09) Lina Khan, antitrust enforcement, and market competition
(45:49) Specific anti-competitive behaviors in tech industry and potential solutions
(48:32) Apple's new iOS features and their impact on productivity tools
(53:00) Siri's evolution and improved AI capabilities in iOS
(57:32) The concept of "getting Sherlock'd" and its impact on startups
(59:08) Apple's AI advancements and their implications for OpenAI
(1:05:05) The potential challenges of AI dominance in OS-level interfaces
(1:05:25) Microsoft's involvement in nuclear power and its significance
(1:10:30) The importance of energy independence for AI development
(1:15:43) Audience question: Return to office in tech vs. other industries
(1:18:11) Audience question: App store rules and market share
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LinkedIn: https://www.linkedin.com/in/alexwilhelm
*
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Thank you to our partners:
(9:58) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
(20:55) Coda - Empower your startup with Coda’s Team plan for free—get 6 months at https://www.Coda.io/twist
(29:39) Google Cloud - Accelerate your startup journey with the Google for Startups Cloud Program. Apply at https://startups.google.com/twist
*
Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
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Todays show:
Pie.org’s Ryan Hudson joins Jason to discuss consumer behavior (5:57), Honey’s business strategy (10:47), Pie’s consumer ad control (14:20), legal considerations of ad blocking (27:21), and more!
*
Timestamps:
(0:00) Pie.org’s Ryan Hudson joins Jason
(2:30) History and initial reactions to Honey
(5:57) Consumer behavior, trust, and conversion rates
(9:17) OpenPhone - Get 20% off your first six months at https://www.openphone.com/twist
(10:43) Merchant reactions and Honey's business strategy
(14:20) Future of Pie and consumer ad control
(17:50) Demo of Pie browser extension
(20:35) Economic implications of ad blocking
(27:23) LinkedIn Jobs - Post your first job for free at https://www.linkedin.com/twist
(28:34) Legal considerations of ad blocking
(30:20) Apple's privacy stance and ad reintroduction strategies
(36:22) Beehiiv - Get 30 days free and 20% off your first 3 months at https://www.beehiiv.com/twist
(37:50) Funding decisions and advice for young founders
(43:40) Company values and political engagement
(49:08) Remote work and the value of in-person interactions
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Check out: https://www.pie.org
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Thank you to our partners:
(9:17) OpenPhone - Get 20% off your first six months at https://www.openphone.com/twist
(27:23) LinkedIn Jobs - Post your first job for free at https://www.linkedin.com/twist
(36:22) Beehiiv - Get 30 days free and 20% off your first 3 months at https://www.beehiiv.com/twist
*
Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
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Todays show: Wilson Sonsini Partner Becki DeGraw joins Jason on the latest edition of Startup Legal Basics! In this episode, they break down challenges in distressed companies(1:04), pay-to-play scenarios (2:31), the importance of a market check in financing (9:25), and high-profile legal and ethical issues (18:03).
*
Timestamps:
(00:00) Wilson Sonsini partner Becki DeGraw joins Jason
(1:04) Distressed companies and VCs leaving the board; Challenges in distressed companies
(2:31) Insider-led down rounds and pay-to-play scenarios
(7:07) Legal actions and stockholder lawsuits in successful turnarounds
(9:25) The importance of a market check in financing; Voting against board decisions
(18:03) Character and incentives in the startup ecosystem; High-profile legal and ethical issues
*
Check Out Wilson Sonsini: https://www.wsgr.com
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LinkedIn: https://www.linkedin.com/in/rebecca-degraw-639bbb62
*
Follow Jason:
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
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Substack: https://twistartups.substack.com
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This Week in Startups is brought to you by…
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*
Todays show:
Comma’s Harald Schäfer joins Jason to discuss the future of autonomous driving, Comma’s open-source approach (7:24), how camera-based systems stack up against lidar (20:52), self-driving technology developments globally (32:55), and more!
*
Timestamps:
(0:00) Comma’s Harald Schäfer joins Jason
(2:02) Comma's approach to self-driving technology
(4:06) Cost, installation, and car manufacturers' reactions to Comma
(6:38) .Tech Domains - Apply for the Jam Session with JCal contest today at https://jamwithjcal.tech
(7:24) Open source and different approaches in autonomous driving
(13:08) Comparing Waymo, Tesla FSD, and comma AI's strategies
(20:52) Lidar vs. camera-based systems in autonomy and the advantages of camera-based systems over human drivers
(24:05) Vanta - Get $1000 off your SOC 2 at https://www.vanta.com/twist
(24:56) Autonomous vehicle rollout timeline and predictions
(27:33) Open source projects and major car manufacturers' adoption
(31:25) Micro1 - Visit https://www.micro1.ai/twist to open a talent search and get a 2 week free trial per hire.
(32:55) Self-driving technology developments in China
(34:25) Tesla's anticipated announcements and AI integration in robotics
(39:48) Accessing and contributing to open-source self-driving projects
(41:01) Data sharing and transparency in autonomous driving
(43:14) Global adoption and demographics of self-driving technology
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LinkedIn: https://www.linkedin.com/in/harald-schäfer-567830132
Check out: https://www.comma.ai
*
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LinkedIn: https://www.linkedin.com/in/jasoncalacanis
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Thank you to our partners:
(6:38) .Tech Domains - Apply for the Jam Session with JCal contest today at https://jamwithjcal.tech
(24:05) Vanta - Get $1000 off your SOC 2 at https://www.vanta.com/twist
(31:25) Micro1 - Visit https://www.micro1.ai/twist to open a talent search and get a 2 week free trial per hire.
*
Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
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This Week in Startups is brought to you by…
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CommandAI. Seamlessly integrate an AI-powered guide into your software, making navigation intuitive and interactive. Visit https://www.command.ai/twist to get a custom live demo.
*
Timestamps:
(0:00) Recall’s Sankari joins Jason
(4:15) Explanation of automatic taxonomy creation and adding content to Recall (8:11) Recall’s augmented browser feature and web content indexing
(10:26) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST (14:39) B2B applications, multiplayer mode, and capturing institutional knowledge
(19:15) Lemon.io - Get 15% off your first 4 weeks of developer time at https://www.Lemon.io/twist
(20:40) AI costs for summarization and model preferences (22:08) Personalized learning features and Recall pricing strategy (26:10) The concept of luxury software and jamming on potential features (31:00) CommandAI - Visit https://www.command.ai/twist to get a custom live demo.
(32:34) LinkedIn integration and visual knowledge graph representation (35:26) Jason and Sanks play with the quiz section of Recall (40:43) Final thoughts on startup journey and investment opportunities
*
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Founders! Apply to LAUNCH: https://www.launch.co/apply
*
Check out Recall: https://www.getrecall.ai/
*
Follow Sankari and Recall:
X: X: https://x.com/getRecallAI
LinkedIn: https://www.linkedin.com/in/sankari-nair-13a549a7
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*
Thank you to our partners:
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(19:15) Lemon.io - Get 15% off your first 4 weeks of developer time at https://www.Lemon.io/twist
(31:00) CommandAI - Visit https://www.command.ai/twist to get a custom live demo.
*
Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
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Substack: https://twistartups.substack.com
*
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Todays show:
Alex Wilhelm joins Jason to discuss OpenAI's latest model and implications (11:49), Uber's partnership with Waymo and its implications (38:16), Analyzing Mr. Beast's content creation and business culture (1:01:21). and more!
*
Timestamps:
(0:00) Jason and Alex kick off the show.
(3:57) Highlights from the All-In Summit (9:16) Tackling media criticism and the state of journalism
(10:23) Washington Post - TWiST listeners can subscribe for just 50 cents per week for your first year at https://www.washingtonpost.com/twist
(11:49) Alex and Jason dive into OpenAI's latest model and implications (19:46) Examination of OpenAI's corporate structure and financing
(20:39) Brex. Get the business account trusted by 1 in 3 US startups at https://www.brex.com/twist24
(21:51) Further analysis of OpenAI's business model (27:08) OpenAI's valuation and perspectives on speculative investment
(30:26) AssemblyAI - Get 100 free hours to start building at https://www.assemblyai.com/twist
(32:07) The landscape of AI startup investments (35:20) How AI is enhancing developer productivity (36:33) AI's potential in consumer markets (38:16) Uber's partnership with Waymo and its implications (41:15) The realities of autonomous vehicle technology deployment (47:00) The government's role in autonomous vehicle tech and partnerships with big tech (52:26) Economic insights: Predictions on the Fed rate cut (56:26) The influence of interest rates on startups and investment strategies (58:52) Discussing cost of living adjustments and food delivery trends (1:00:44) Innovations in autonomous food preparation (1:01:21) Analyzing Mr. Beast's content creation and business culture (1:09:12) How large companies can maintain focus on goals
*
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*
Mentioned on the show:
OpenAI o1’s announcement: https://openai.com/index/learning-to-reason-with-llms/
OpenAI release article on The Verve: https://www.theverge.com/2024/9/12/24242439/openai-o1-model-reasoning-strawberry-chatgpt
Supermaven article: https://techcrunch.com/2024/09/16/ai-coding-assistant-supermaven-raises-cash-from-openai-and-perplexity-founders/
Twitter post from Michael Seibel: https://x.com/mwseibel/status/1835063692117103090
Waymo and Uber expand partnership: https://waymo.com/blog/2024/09/waymo-and-uber-expand-partnership/
Polymarket on Fed Interest Rates: https://polymarket.com/event/fed-interest-rates-september-2024?tid=1726496650092
Leaked Mr Beast doc: https://drive.google.com/file/d/11dV24Mda_kNEBCLtPtBomWG4IkngvQKK/view
Travis Kalanick | All-In Summit 2024 video**:** https://www.youtube.com/watch?v=8j7lwauJN2s
*
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LinkedIn: https://www.linkedin.com/in/alexwilhelm
*
Follow Jason:
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Thank you to our partners:
(10:23) Washington Post - TWiST listeners can subscribe for just 50 cents per week for your first year at https://www.washingtonpost.com/twist
(20:39) AssemblyAI - Get 100 free hours to start building at https://www.assemblyai.com/twist
(30:26) Brex. Get the business account trusted by 1 in 3 US startups at https://www.brex.com/twist24
*
Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
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Substack: https://twistartups.substack.com
*
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This Week in Startups is brought to you by…
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Todays show:
Meghan Reynolds takes the stage at Liquidity Summit 2024 to discuss the intricacies of raising capital and pitching to VCs. Meghan dives into many topics including the importance of relationships (3:07), fund size rationalization (20:36), market sentiment (25:55), and other crucial aspects of successful fundraising!
*
Timestamps:
(0:00) Meghan Reynolds takes the stage at Liquidity Summit 2024
(3:07) Meghan Reynolds’ talk “Relationship Advice: Of the LP / GP Sort”
(9:43) LinkedIn Ads - Get a $100 LinkedIn ad credit at http://www.linkedin.com/thisweekinstartups
(10:59) Client service in investor relations and fundraising strategies
(15:07) The complexity factor in raising capital
(19:19) Runway - Sign up at https://runway.com/twist to get your first 3 months free.
(20:36) Rationalizing fund size, securing re-ups, and worst pitching practices
(25:55) Market sentiment and single deal SPV dynamics
(29:34) Beehiiv - Get 30 days free and 20% off your first 3 months at https://www.beehiiv.com/twist
(31:02) VC allocations, private credit, and market dynamics
*
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*
Check out Altimeter: https://www.altimeter.com
*
Follow Meghan X: https://x.com/MeghanKReynolds
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*
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*
Thank you to our partners:
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(19:19) Runway - Sign up at https://runway.com/twist to get your first 3 months free.
(29:34) Beehiiv - Get 30 days free and 20% off your first 3 months at https://www.beehiiv.com/twist
*
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
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*
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*
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This Week in Startups is brought to you by…
.Tech Domains. Don’t miss our “Jam with JCal” contest! To apply and get more details go to jamwithjcal.tech brought to you by .tech domains.
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*
Timestamps:
(0:00) Jason joins Pejman Nozad and Jason Shuman at the Liquidity Summit 2024.
(3:25) Pejman Nozad’s “How I Built a $100B Portfolio”
(10:42) .Tech Domains. Don’t miss our “Jam with JCal” contest! To apply and get more details go to https://jamwithjcal.tech/
(21:34) Fidelity Private Shares. Visit https://www.fidelityprivateshares.com/ Mention our podcast and receive 20% off your first-year paid subscription.
(23:50) Jason joins Pejman for a fireside chat.
(36:33) Oracle. Save up to 50% on your cloud bill at https://www.oracle.com/twist
(38:02) Jason Shuman’s “The New Power Law: Good vs Great Funds”:
Subscribe to the TWiST newsletter: https://www.ticker.thisweekinstartups.com
*
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*
Check out Pear: https://pear.vc/
Check out Primary: https://www.primary.vc/
*
Follow Pejman Nozad: X: https://x.com/pejmannozad
LinkedIn: https://www.linkedin.com/in/pejman/
*
Follow Jason Shuman:
LinkedIn: https://www.linkedin.com/in/jasonshuman/
*
Follow Jason:
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Thank you to our partners:
(10:42) .Tech Domains. Don’t miss our “Jam with JCal” contest! To apply and get more details go to https://jamwithjcal.tech/
(21:34) Fidelity Private Shares. Visit ****https://www.fidelityprivateshares.com/ Mention our podcast and receive 20% off your first-year paid subscription.
(36:33) Oracle. Save up to 50% on your cloud bill at https://www.oracle.com/twist
*
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
Vanta. Compliance and security shouldn't be a deal-breaker for startups to win new business. Vanta makes it easy for companies to get a SOC 2 report fast. TWiST listeners can get $1,000 off for a limited time at https://www.vanta.com/twist
Squarespace. Turn your idea into a new website! Go to https://www.Squarespace.com/TWIST for a free trial. When you’re ready to launch, use offer code TWIST to save 10% off your first purchase of a website or domain.
OpenPhone. Create business phone numbers for you and your team that work through an app on your smartphone or desktop. TWiST listeners can get an extra 20% off any plan for your first 6 months at https://www.openphone.com/twist
*
Todays show:
Boom Supersonic’s Blake Scholl joins Jason to discuss the future of supersonic flight (1:18), Boom's vision and test flights (9:25), the evolution of hardware startups (22:29), the future of autonomous aviation (1:17:06), and much more!
*
Timestamps:
(0:00) Boom Supersonic’s Blake Scholl joins Jason
(1:18) Commercial flight speed & Concorde history
(8:34) Vanta - Get $1000 off your SOC 2 at https://www.vanta.com/twist
(9:25) Boom's XB-1 test flights and airline partnerships
(15:04) Pricing, market comparison, and venture capital's view on hardware startups
(21:16) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST
(22:29) Evolution of startup market and hardware innovation
(29:03) Boeing's innovation decline and attracting talent to projects
(36:15) OpenPhone - Get 20% off your first six months at https://www.openphone.com/twist
(37:42) Working with tech legends and overcoming engine design challenges
(49:14) Cross-discipline innovation
(57:01) Learning from Air France 447 and cockpit safety design
(1:03:36) Cockpit technologies and the MH370 mystery
(1:11:30) Public perception of aviation risks and airport security impact
(1:17:06) The future of autonomous aviation
*
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Check out the TWIST500: https://www.twist500.com
*
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
*
Follow Blake:
LinkedIn: https://www.linkedin.com/in/blakescholl
Check out: https://boomsupersonic.com / https://x.com/boomaero
*
Follow Jason:
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Thank you to our partners:
(8:34) Vanta - Get $1000 off your SOC 2 at https://www.vanta.com/twist
(21:16) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST
(36:15) OpenPhone - Get 20% off your first six months at https://www.openphone.com/twist
*
Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
Substack: https://twistartups.substack.com
*
Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916
This Week in Startups is brought to you by…
Brave Search API. Get started for free at https://www.brave.com/jason
CLA. Get started now at https://www.claconnect.com
Sprig**.** Visit https://sprig.com/twist to book a demo and get a $75 gift card.
*
Timestamps:
(0:00) Sara Mauskopf, CEO of Winnie joins Alex
(1:45) Winnie's evolution, pivot, and focus on childcare services (7:25) Building Winnie's database and reflections on company growth
(9:55) Brave Search API. Get started for free at https://www.brave.com/jason
(12:08) The value of transparency and growth metrics
(19:20) CLA. Get started now at https://www.claconnect.com/
(21:16) Market positioning, motivations, and goals in the childcare industry (23:30) Addressing gender dynamics and startup funding (27:34) Balancing investor expectations with business models
(29:43) Sprig. Visit https://sprig.com/twist ****to book a demo and get a $75 gift card.
(31:10) Profitability, operational efficiency, and managing costs (37:01) Marketing strategies, brand growth, and the impact of Google’s model (40:30) Adapting to changing childcare demands due to remote work (44:08) Efforts to reduce childcare costs and home-based business challenges (50:06) Balancing profitability with growth and venture capital experiences (54:00) SaaS pricing challenges and the impact of AI (58:22) Tech M&A, FTC regulations, and innovation policies
*
Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.com/
Check out the TWIST500: twist500.com
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
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Check out: Winnie: https://winnie.com/
Check out 2024 Inc. 5000 list: https://www.inc.com/inc5000/2024
Check out the BLS statistics: https://www.bls.gov/cps/telework.htm#data
*
Follow Sara:
LinkedIn: https://www.linkedin.com/in/smausk/
*
Follow Alex:
LinkedIn: https://www.linkedin.com/in/alexwilhelm
*
Thank you to our partners:
(9:55) Brave Search API. Get started for free at https://www.brave.com/jason
(19:20) CLA. Get started now at https://www.claconnect.com/
(29:43) Sprig. Visit https://sprig.com/twist to book a demo and get a $75 gift card.
*
Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
Substack: https://twistartups.substack.com
*
Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916
This Week in Startups is brought to you by…
LinkedIn Jobs. A business is only as strong as its people, and every hire matters. Go to https://www.linkedin.com/twist to post your first job for free. Terms and conditions apply.
Google Cloud. Accelerate your startup journey with the Google for Startups Cloud Program. Get up to $200K in Google Cloud credits – or up to $350K for AI startups – plus training and guidance. Apply at https://startups.google.com/twist
Beehiiv. Power your newsletters with AI tools, referral programs, and ad network features—all in one platform. Get 30 days free and 20% off your first 3 months at https://www.beehiiv.com/twist
*
Todays show:
Circle’s Jeremy Allaire joins Alex Wilhelm to discuss the growth of stablecoins (49:06), stablecoin market infrastructure (22:23), their impact on global financial systems (56:07), and more!
*
Timestamps:
(0:00) Circle’s Jeremy Allaire joins Alex Wilhelm
(2:08) Jeremy's early career and the evolution of the internet
(5:28) Transition from Macromedia to Circle's founding
(12:10) LinkedIn Jobs - Go to https://www.linkedin.com/twist to post your first job for free.
(13:21) Bitcoin, stablecoins, and Circle's compliance
(20:53) Google Cloud - Get up to $200K in Google Cloud credits – or up to $350K for AI startups – plus training and guidance. Apply at https://startups.google.com/twist
(22:23) The current state and future of stablecoin market infrastructure
(28:07) Integrating stablecoins with traditional finance
(34:12) Beehiiv - Get 30 days free and 20% off your first 3 months at https://www.beehiiv.com/twist
(35:40) Stablecoins' impact on global financial systems
(41:30) Circle's business model, scalability, and blockchain potential
(49:06) Growth of USDC and other currency stablecoins
(51:10) USDC market cap trends and interest rates
(56:07) Stablecoins in the global financial system and US regulation
*
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Check out the TWIST500: https://www.twist500.com
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Follow Jeremy:
LinkedIn: https://www.linkedin.com/in/jeremyallaire
Check out: https://www.circle.com
*
Follow Alex:
LinkedIn: https://www.linkedin.com/in/alexwilhelm
*
Thank you to our partners:
(12:10) LinkedIn Jobs - Go to https://www.linkedin.com/twist to post your first job for free.
(20:53) Google Cloud - Get up to $200K in Google Cloud credits – or up to $350K for AI startups – plus training and guidance. Apply at https://startups.google.com/twist
(34:12) Beehiiv - Get 30 days free and 20% off your first 3 months at https://www.beehiiv.com/twist
*
Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
Substack: https://twistartups.substack.com
*
Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916
This Week in Startups is brought to you by…
Notion. Notion Projects combines project management with your docs, knowledge base, and AI. Try notion projects for free at notion.com/twist
Brex. The financial stack founders can bank on. Brex knows cash is king for startups, so they built a banking experience that takes every dollar further. Get the business account trusted by 1 in 3 US startups at https://www.brex.com/twist24
OpenPhone. Create business phone numbers for you and your team that work through an app on your smartphone or desktop. TWiST listeners can get an extra 20% off any plan for your first 6 months at https://www.openphone.com/twist
*
Timestamps:
(0:00) Tony Stubblebine of Medium joins Alex.
(3:10) The broken internet and ad-based models
(5:57) Impact of AI on content creation and platform quality
(10:01) Medium's curation and financial model
(11:18) Notion - Try notion projects for free at https://www.notion.so/twist
(18:23) Medium's growth, geographic expansion, and AI translation
(20:02) Brex - Get the business account trusted by 1 in 3 US startups at https://www.brex.com/twist24
(22:05) AI-driven media platforms and the impact of AI spam
(29:32) OpenPhone - TWiST listeners can get an extra 20% off any plan for your first 6 months at https://www.openphone.com/twist
(30:59) Medium's subscriber growth and financial milestones
(34:35) AI data exclusivity and challenges in forming training data cohorts
(41:26) Medium's venture scale potential, profitability, and mission
(45:17) CEO's mindset and financial scaling towards 10 million subscribers
(50:41) Tony's personal use of AI in his workflow
(53:24) Future of AI in practical applications and business model disruption
(57:09) Organizing content and the challenge of integrating different formats
(1:02:19) Growth potential of niche markets and Medium's independence
(1:06:23) Jam with JCal! Introduction to Ulan Abdurazakov and CorePod
(1:07:27) Corepod product discussion and go-to-market strategy
(1:17:23) Jason Calacanis's advice on testing and market validation
*
Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.com
Check out the TWIST500: https://www.twist500.com
*
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
*
Check out Medium: https://medium.com/
Check out CorePod: https://www.corepod.tech/
Enter the Jam with JCal contest: https://www.jamwithjcal.tech
*
Follow Tony:
X: https://x.com/tonystubblebine
LinkedIn: https://www.linkedin.com/in/tonystubblebine/
*
Follow Ulan
LinkedIn: https://www.linkedin.com/in/ulanbek-abdurazakov/
*
Follow Alex:
LinkedIn: https://www.linkedin.com/in/alexwilhelm
*
Thank you to our partners:
(11:18) Notion - Try notion projects for free at notion.com/twist
(20:02) Brex - Get the business account trusted by 1 in 3 US startups at https://www.brex.com/twist24
(29:32) OpenPhone - TWiST listeners can get an extra 20% off any plan for your first 6 months at https://www.openphone.com/twist
*
Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
Substack: https://twistartups.substack.com
*
Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916
Todays show: Wilson Sonsini Partner Becki DeGraw joins Jason on the latest edition of Startup Legal Basics! In this episode, they break down fundraising trends (1:33), the challenges of M&A (7:39), and the evolving regulations for tech companies (13:29).
*
Timestamps:
(00:00) Wilson Sonsini partner Becki DeGraw joins Jason
(1:33) Fundraising trends and investor expectations
(3:57) Breakeven points and penny warrants
(7:39) M&A slowdown and regulatory challenges
(13:29) Proposals for M&A regulation reform
(16:08) Compliance costs and cybersecurity for startups
(19:58) Legal strategies for startups and data policies
*
Check Out Wilson Sonsini: https://www.wsgr.com
*
Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.com
Check out the TWIST500: https://www.twist500.com
*
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
*
Follow Becki:
LinkedIn: https://www.linkedin.com/in/rebecca-degraw-639bbb62
*
Follow Jason:
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
Substack: https://twistartups.substack.com
*
Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916
This Week in Startups is brought to you by…
NetSuite. The number one cloud financial system that unifies accounting, financial management, inventory, and HR into a single platform. Giving you ONE source of truth. Download the CFO’s Guide to AI and Machine Learning today! Visit https://www.netsuite.com/twist
Lemon.io - Hire pre-vetted remote developers, get 15% off your first 4 weeks of developer time at https://lemon.io/twist
AssemblyAI. Get maximum value from voice data with AssemblyAI. Build powerful products and features for your end users on the industry’s leading speech-to-text models. Get 100 free hours to start building at https://www.assemblyai.com/twist
*
Todays show:
Superhuman’s Rahul Vohra joins Jason to discuss the evolution of Superhuman. They delve into Superhuman's onboarding strategy (11:17), live demos of Superhuman's AI features (27:37), explore AI's impact on team management (52:07), and more!
*
Timestamps:
(0:00) Superhuman’s Rahul Vohra joins Jason
(2:02) Rahul Vohra's background and Superhuman's pitch
(6:33) Evolution and early challenges of Superhuman
(9:59) NetSuite - Download the CFO’s Guide to AI and Machine Learning today! Visit https://netsuite.com/twist
(11:17) Superhuman's onboarding strategy and customer feedback importance
(20:55) New features in Superhuman 2.0 and multiplayer email
(26:00) AI's impact on podcast production
(26:16) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
(27:37) Live demo of Superhuman 2.0
(38:38) AssemblyAI - Get 100 free hours to start building at https://www.assemblyai.com/twist
(40:08) Importance of documenting conversations and Superhuman for Sales
(44:17) Live demo of Superhuman's “Ask AI” feature
(52:07) AI's impact on productivity and team management
(58:27) AI tools for productivity
(1:07:26) AI's future as a chief of staff and email management
*
Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.com
Check out the TWIST500: https://www.twist500.com
*
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
*
Follow Rahul:
LinkedIn: https://www.linkedin.com/in/rahulvohra
Check out: https://superhuman.com
*
Follow Jason:
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Thank you to our partners:
(9:59) NetSuite - Download the CFO’s Guide to AI and Machine Learning today! Visit https://netsuite.com/twist
(26:16) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
(38:38) AssemblyAI - Get 100 free hours to start building at https://www.assemblyai.com/twist
*
Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
Substack: https://twistartups.substack.com
*
Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916
Timestamps:
(0:00) Sunny joins Jason to jump into AI demos.
(1:21) Analysis of Q4's impact on startups and Nvidia's market performance
(5:09) Chip design advancements and AI prevalence in startup technology
(8:12) Experiences with ChatGPT-4 and Google's Gemini in Gmail
(10:14) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at http://www.Squarespace.com/TWIST
(11:36) Discussion on generative AI: filtered vs. unfiltered content
(19:50) Vanta. TWiST listeners can get $1,000 off for a limited time at https://www.vanta.com/twist
(20:03) Importance of SOC 2 compliance and AI's role in LinkedIn
(22:42) AI integration in Gmail and throwing AI at business problems
(25:28) AI personalization tools and grading AI email integration
(29:01) Micro1. Visit https://www.micro1.ai/twist to open a talent search and get a 2 week free trial per hire.
(32:22) Deep dive into Search GPT functionalities and Google's AI search evolution
(39:08) Practical AI search tests and Yelp's data integration
(43:17) Ethical considerations in personalized AI technology
(45:26) AI-powered product recommendations and monetization of AI models
(51:44) Legal challenges in AI and generation of web apps
(56:15) Exploring practical AI applications and Claude AI's app development
(1:00:14) The era of building your own apps and fast image generation tools
(1:02:12) Comparison of Playground and Canva, impact on graphic design
(1:04:28) Groq's itinerary creation and the future of user interfaces
(1:07:14) Closing remarks and acknowledgments
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
*
LINKS:
Check out Gemini Gmail Chat: https://workspaceupdates.googleblog.com/2024/06/gemini-in-side-panel-of-gmail.html
Check out Search GPT: https://chatgpt.com/search
Check out Groq with Voice: https://groq.com
Check out Claude: https://claude.ai/
Checkout Playground: https://playground.com/design
*
Follow Sunny:
X: https://twitter.com/sundeep
LinkedIn: https://www.linkedin.com/in/sundeepm
*
Follow Jason:
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Thank you to our partners: (10:14) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at http://www.Squarespace.com/TWIST
(19:50) Vanta. TWiST listeners can get $1,000 off for a limited time at https://www.vanta.com/twist
(29:01) Micro1. Visit https://www.micro1.ai/twist to open a talent search and get a 2 week free trial per hire.
*
Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.com/
Check out the TWIST500: twist500.com
*
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
Substack: https://twistartups.substack.com
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
Squarespace. Turn your idea into a new website! Go to https://www.squarespace.com/twist for a free trial. When you’re ready to launch, use offer code TWIST to save 10% off your first purchase of a website or domain.
LinkedIn Ads. To redeem a $100 LinkedIn ad credit and launch your first campaign, go to https://www.linkedin.com/thisweekinstartups
Brex. the financial stack founders can bank on. Brex knows cash is king for startups, so they built a banking experience that takes every dollar further. Get the business account trusted by 1 in 3 US startups at https://www.brex.com/twist24
*
Todays show:
Jason and Alex kick off episode 2000! They reflect on TWiST’s origins and early episodes (1:48), highlighting notable guests and memorable moments (22:31). They also share fan messages, and insights from cohosts (46:05), and wrap up celebrating standout moments (1:04:14).
*
Timestamps:
(0:00) Jason and Alex kick off the show
(1:48) The origins and early days of TWiST
(9:50) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST
(11:03) Recollections of the first TWiST episodes
(20:53) LinkedIn Ads - Get a $100 LinkedIn ad credit at https://www.linkedin.com/thisweekinstartups
(22:31) Highlighting notable guests and memorable early episodes
(30:33) Brex. Get the business account trusted by 1 in 3 US startups at https://www.brex.com/twist24
(32:02) More on standout guests and the TWiST studio evolution
(38:37) David Sacks makes his first appearance on TWiST
(46:05) Messages from TWiST fans and cohosts
(1:05:14) Celebrating standout moments and key highlights on the show
(1:28:02) A special message from the Launch team
*
Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.com
Check out the TWIST500: https://www.twist500.com
*
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
*
Mentioned on the show:
https://www.youtube.com/watch?v=yZX4fUYo6C0&list=PL24nOpPUQlbZcij2Jo-KNUpWFDSrrQKtH
https://www.youtube.com/watch?v=t3bmpMX2qQ4
https://www.youtube.com/watch?v=SP7B0oWTR3o
https://www.youtube.com/watch?v=2cdrCYrZIvI
https://youtu.be/wM0pVE_b1KU?si=NM1pK-pz9tUQFOqr&t=1366
https://www.youtube.com/watch?v=550X5OZVk7Y
https://www.youtube.com/watch?v=6VOQnK7O2To
https://www.youtube.com/watch?v=n1_z9oOdytA
https://www.youtube.com/watch?v=aM1DDVq3_vs
https://www.youtube.com/watch?v=TYA_vdHSD8w
https://www.youtube.com/watch?v=qwhP7K3bFRI
https://www.youtube.com/watch?v=3seTmyRbcHU
https://www.youtube.com/watch?v=ANGHOQ2Cqtc
https://www.youtube.com/watch?v=HL2wWE27CUI
https://www.youtube.com/watch?v=BXEO3oJKINA
https://www.youtube.com/watch?v=43MgbwQBDik
https://www.youtube.com/watch?v=SfJtIibCx78
*
Follow Alex:
LinkedIn: https://www.linkedin.com/in/alexwilhelm/
*
Follow Jason:
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Thank you to our partners:
(9:50) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST
(20:53) LinkedIn Ads - Get a $100 LinkedIn ad credit at https://www.linkedin.com/thisweekinstartups
(30:33) Brex. Get the business account trusted by 1 in 3 US startups at https://www.brex.com/twist24
*
Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
Substack: https://twistartups.substack.com
*
Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916
This Week in Startups is brought to you by…
Fidelity Private Shares℠. Manage your cap table and data room, get faster, more accurate 409A valuation and fully automate your next financing round. Visit https://fidelityprivateshares.com! Mention our podcast and receive 20% off your first-year paid subscription.
Google Cloud. Accelerate your startup journey with the Google for Startups Cloud Program. Get up to $200K in Google Cloud credits – or up to $350K for AI startups – plus training and guidance. Apply at https://startups.google.com/twist
Runway. Looking to up-level your financial planning Runway is the modern and intuitive way to model, plan, and align your business for everyone on your team. Sign up at https://runway.com/twist to get your first 3 months free.
*
Todays show:
Jason and Kelly kick off the Founder University startup pitch competition (00:00), then we hear from Eric Gilbert-Williams on The Public Bored (4:32), Matt Schwed on Speed AI (11:38), and Joe Tannorella on PodEngine (15:50). Finally, Jason awards a $25K investment, and details how to apply!
*
Timestamps:
(0:00) Jason and Kelly kick off the show
(4:32) Eric Gilbert-Williams pitches The Public Bored
(10:24) Fidelity Private Shares℠ - Visit https://fidelityprivateshares.com! Mention our podcast and receive 20% off your first-year paid subscription.
(11:38) Matt Schwed pitches Speed AI
(15:50) Joe Tannorella pitches PodEngine
(23:33) Google Cloud - Accelerate your startup journey with the Google for Startups Cloud Program. Apply at https://startups.google.com/twist
(25:03) Ranking the three companies
(29:12) Founders' experiences and learning outcomes at Founder University
(31:47) Runway - Sign up at https://runway.com/twist to get your first 3 months free.
(33:18) Q&A
*
Founder University: Apply here: https://www.founder.university
*
We are doing Founder Fridays meetups! Visit https://founderfridays.tech to learn more
*
Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.com
Check out the TWIST500: https://www.twist500.com
*
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
*
Follow Eric:
LinkedIn: https://www.linkedin.com/in/eric-gilbert-williams
Check out: https://www.publicbored.com
*
Follow Matt:
LinkedIn: https://www.linkedin.com/in/mattshwed
Check out: https://getspeed.ai
*
Follow Joe:
X: https://x.com/joetannorella
LinkedIn: https://www.linkedin.com/in/joetannorella
Check out: https://podengine.ai
*
Follow Jason:
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Thank you to our partners:
(10:24) Fidelity Private Shares℠ - Visit https://fidelityprivateshares.com! Mention our podcast and receive 20% off your first-year paid subscription.
(23:33) Google Cloud - Accelerate your startup journey with the Google for Startups Cloud Program. Apply at https://startups.google.com/twist
(31:47) Runway - Sign up at https://runway.com/twist to get your first 3 months free.
*
Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
Substack: https://twistartups.substack.com
*
Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916
This Week in Startups is brought to you by…
Vanta. Compliance and security shouldn't be a deal-breaker for startups to win new business. Vanta makes it easy for companies to get a SOC 2 report fast. TWiST listeners can get $1,000 off for a limited time at https://www.vanta.com/twist
OpenPhone. Create business phone numbers for you and your team that work through an app on your smartphone or desktop. TWiST listeners can get an extra 20% off any plan for your first 6 months at https://www.openphone.com/twist
Lemon.io. Hire pre-vetted remote developers, get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
*
Todays show:
Alex Wilhelm joins Jason to discuss the arrest of Pavel Durov (2:10), national security concerns (13:54), and encryption debates (20:02). They also dive into G Squared raising $1B for it’s latest fund, IBM's activities in China, iPhone production shifts, more (55:50)!
*
Timestamps:
(0:00) Jason and Alex kick off the show
(2:10) Breaking news: Arrest of Pavel Durov, implications, and legal issues
(13:02) Vanta - Get $1000 off your SOC 2 at https://www.vanta.com/twist
(13:54) National security concerns and French president's statement on Durov's arrest
(20:02) U.S. stance on encryption and the encryption debate
(30:27) OpenPhone - Get 20% off your first six months at https://www.openphone.com/twist
(31:53) Global perspectives on encryption, privacy, and tech platform power
(38:41) Lemon.IO - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
(40:02) U.S. law enforcement, encrypted services, and social media censorship
(55:50) Lightning round: G Squared raising $1.1B for its latest fund and IBM in China
(1:11:06) Audience questions
*
Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.com/
Check out the TWIST500: https://www.twist500.com
*
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
*
Mentioned on the show:
https://www.linkedin.com/in/jean-michel-bernigaud-426a181a8/recent-activity/all
https://cointelegraph.com/news/telegram-issues-official-statement-on-pavel-durov-detention
https://x.com/EmmanuelMacron/status/1828077245606342672
https://x.com/Jason/status/1827488958512820448
https://www.apple.com/customer-letter
https://www.ft.com/content/b7bac796-c194-442a-95c8-204425435309
https://www.secondariesinvestor.com/secondaries-fundraising-more-than-doubles-to-hit-all-time-high
https://www.youtube.com/watch?v=AXO3OsYCS0g&t=218s
https://www.youtube.com/watch?v=uWLjgs2CEyE
*
Follow Alex:
LinkedIn: https://www.linkedin.com/in/alexwilhelm/
*
Follow Jason:
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Thank you to our partners:
(13:02) Vanta - Get $1000 off your SOC 2 at https://www.vanta.com/twist
(30:27) OpenPhone - Get 20% off your first six months at https://www.openphone.com/twist
(38:41) Lemon.IO - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
*
Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
Substack: https://twistartups.substack.com
*
Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916
Todays show:
Sunny joins Jason to dive into all things AI, including: utilizing ChatGPT for efficiency and quick answers (7:03, the future of AI applications and Claude demo (12:47), Flux demo (36:56). Runway Gen-3 Alpha (41:13), and new Jam with JCal with Tyce Herrman of Ulama.
*
Timestamps:
(0:00) Sunny joins Jason to jump in to AI demos. (1:24) Sundeep Madra on AI market trends and consumer adoption (3:31) AI-native interns and AI's role in career trajectories (7:03) Utilizing ChatGPT for efficiency and quick answers
(10:11) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at http://www.Squarespace.com/TWIST
(12:47) Future of AI applications and Claude demo
(19:44) LinkedIn Jobs - Post your first job for free at https://www.linkedin.com/twist
(20:56) Operating systems and AI integration (22:20) Grok for real-time information and AI images of public figures (25:14) AI-generated content concerns and parody vs misinformation
(30:12) Linear - Streamline issues, projects, and product roadmaps in a tool your team will actually enjoy using. Get 25% off at https://linear.app/twist
(31:07) AI's impact on the 2024 election and content regulation (36:56) Introduction to Flux and demo of AI-generated images (41:13) AI's potential misuse in elections and Runway ML's new model (44:00) Creativity, fan films, and real-time editing advancements in AI (51:13) AI platforms for service industries and Mastertech AI applications (57:22) Funding opportunities for startups and closing remarks (1:01:55) Jam with JCal! Ulama introduction and software overview (1:04:34) AI in code compliance and architect feedback (1:07:45) Challenges in launching a standalone product and market potential (1:12:27) Strategies for architectural firm integration and marketing strategies
*
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
*
LINKS:
Check out Grok 2.0: https://x.com/i/grok
Check out Flux: https://replicate.com/black-forest-labs/flux-pro
@RyanMorrisonJer’s tweet about Midjourney and Flux: https://x.com/ryanmorrisonjer/status/1822637652501319684?s=42
Check out Runway Gen-3 Alpha: https://runwayml.com/research/introducing-gen-3-alpha
Check out Avoca: https://www.avoca.ai/
Check out MasterTech AI: https://www.mastertech.ai/
Check out the Jam with JCal contest: https://jamwithjcal.tech/
Check out Ulama: https://www.ulama.tech/
*
Follow Sunny:
X: https://twitter.com/sundeep
LinkedIn: https://www.linkedin.com/in/sundeepm
*
Follow Tyce: X: https://x.com/tycecycle
LinkedIn: https://www.linkedin.com/in/tyceherrman/
*
Follow Jason:
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Thank you to our partners: (10:11) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at http://www.Squarespace.com/TWIST
(19:44) LinkedIn Jobs - Post your first job for free at https://www.linkedin.com/twist
(30:12) Linear - Streamline issues, projects, and product roadmaps in a tool your team will actually enjoy using. Get 25% off at https://www.linear.app/twist
*
Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.com/
Check out the TWIST500: twist500.com
*
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
Substack: https://twistartups.substack.com
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
Todays show: Wilson Sonsini Partner Becki DeGraw joins Jason on the latest edition of Startup Legal Basics! In this episode, they break down common legal oversights (5:26), risks of DIY legal documents (9:15), pro forma cap tables & ESOPS (18:31), and much more!
*
Timestamps:
(00:00) Wilson Sonsini partner Becki DeGraw joins Jason
(1:13) Legal preparations for startups and the importance of early legal counsel
(5:26) Common Legal Oversights: Cap table, IP assignments, and employment agreements
(9:15) Risks of DIY legal documents and safes
(11:53) Cap tables and equity management
(15:49) Impact of mismanagement on legal and financial outcomes
(18:31) Pro forma cap tables and employee stock option plans (ESOPs)
(21:39) Preparing for mergers and acquisitions (M&A) scenarios
*
Check Out Wilson Sonsini: https://www.wsgr.com
Check Out: https://www.thisweekinstartups.com/basics
*
Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.com/
Check out the TWIST500: twist500.com
*
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
*
Follow Becki:
LinkedIn: https://www.linkedin.com/in/rebecca-degraw-639bbb62
*
Follow Jason:
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
Substack: https://twistartups.substack.com
*
Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916
This Week in Startups is brought to you by…
Lemon.io - Hire pre-vetted remote developers, get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
.Tech Domains - Don’t miss our “Jam with JCal” contest! To apply and get more details go to https://jamwithjcal.tech brought to you by .tech domains.
CommandBar. Seamlessly integrate an AI-powered guide into your software, making navigation intuitive and interactive. Visit https://commandbar.com/twist to get a custom live demo.
*
Todays show:
Alex Wilhelm joins Jason to discuss AI on the blockchain (41:04), Waymo’s growth (29:27), tech layoffs (58:47), and more!
*
Timestamps:
(0:00) Jason and Alex kick off the show
(2:24) Bolt's fundraising controversy and business model
(8:24) CEO loans and board conflicts at Bolt
(11:25) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
(12:46) Public vs. private equity borrowing and media integrity
(21:18) Technology media industry reflections
(28:32) .Tech Domains - Apply for the Jam Session with JCal contest today at https://jamwithjcal.tech
(29:27) Waymo's growth and autonomous vehicle market
(39:49) CommandBar - Visit https://commandbar.com/twist to get a custom live demo.
(41:04) Story raises $80M for blockchain-based IP network
(46:23) Stablecoins and SEC investigations
(58:47) The truth behind tech layoffs
(1:07:26) Audience questions
*
Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.com
Check out the TWIST500: https://www.twist500.com
*
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
*
Mentioned on the show:
https://x.com/pitdesi/status/1826262321045610846
https://www.pymnts.com/personnel/2023/one-click-checkout-startup-bolt-laying-off-10-of-workforce
https://waymo.com/blog/2024/06/waymo-one-is-now-open-to-everyone-in-san-francisco
https://x.com/TechTekedra/status/1825910695311114384
https://techcrunch.com/2024/07/23/alphabet-to-invest-another-5b-into-waymo
https://www.cnn.com/2024/07/18/cars/china-baidu-apollo-go-robotaxi-anxiety-intl-hnk
https://openai.com/index/gpt-4o-fine-tuning
https://openai.com/index/conde-nast
https://www.sec.gov/ix?doc=/Archives/edgar/data/858877/000119312524200636/d878533d8k.htm
*
Follow Alex:
LinkedIn: https://www.linkedin.com/in/alexwilhelm
*
Follow Jason:
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Thank you to our partners:
(11:25) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
(28:32) .Tech Domains - Apply for the Jam Session with JCal contest today at https://jamwithjcal.tech
(39:49) CommandBar - Visit https://commandbar.com/twist to get a custom live demo.
*
Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
Substack: https://twistartups.substack.com
*
Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916
This Week in Startups is brought to you by…
Coda. Coda empowers your startup by bringing words, tables, and teams together. Strategize, plan, and track goals effectively with all your valuable data in one place. Go to https://www.Coda.io/twist to get started for FREE and get 6 free months of the Team plan.
Vanta. Compliance and security shouldn't be a deal-breaker for startups to win new business. Vanta makes it easy for companies to get a SOC 2 report fast. TWiST listeners can get $1,000 off for a limited time at https://www.vanta.com/twist
Fundrise provides access to diversified portfolios of private real estate to all investors with their industry leading, easy to use platform. Sign up today at https://fundrise.com/TWIST
*
Todays show:
Alex Wilhelm joins Jason to discuss venture capital fund performance (15:02), potential big tech breakups (41:14), SF Standard piece analysis on Ben and Felicia Horowitz (47:04), startup shutdowns (1:11:28), and more!
*
Timestamps:
(0:00) Jason and Alex kick off the show
(5:31) Discussion on productivity and browsers with ChatGPT-4
(10:21) Coda - Empower your startup with Coda’s Team plan for free—get 6 months at https://www.Coda.io/twist
(11:54) Debate on regulations in the U.S.
(15:02) Deep dive into venture capital fund performance, IRR, and DPI
(25:37) Strategy of David Clark's fund of funds
(27:16) Realities of investing in venture capital
(30:02) Vanta - Get $1000 off your SOC 2 at https://www.vanta.com/twist
(30:53) Venture capital performance impact on LPs and future fundraising
(34:23) Consequences for new and small venture firms
(39:24) Fundrise - Sign up today at https://fundrise.com/TWIST
(41:14) Analysis of antitrust issues and potential big tech breakups
(45:29) Search engine market competition strategies
(46:19) Venture capital market stress and its effects on VC behavior
(47:04) SF Standard piece analysis on Ben and Felicia Horowitz
(59:12) Venture capital rivalries and media narratives
(1:03:03) Discussion on US deficit, economic policies, and election outcomes
(1:11:28) Startup shutdowns, failure rates, and positive venture capital data
(1:17:02) Reflections on resilience during tough economic times
(1:20:08) Audience questions
*
Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.com/
Check out the TWIST500: https://www.twist500.com
*
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
*
Mentioned on the show:
https://x.com/daveclark85/status/1825448801672327229
https://sfstandard.com/2024/08/16/felicia-ben-horowitz-party-switch
https://carta.com/blog/vc-fund-performance-q1-2024
*
Follow Alex:
LinkedIn: https://www.linkedin.com/in/alexwilhelm/
*
Follow Jason:
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Thank you to our partners:
(10:21) Coda - Empower your startup with Coda’s Team plan for free—get 6 months at https://www.Coda.io/twist
(30:02) Vanta - Get $1000 off your SOC 2 at https://www.vanta.com/twist
(39:24) Fundrise - Sign up today at https://fundrise.com/TWIST
*
Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
Substack: https://twistartups.substack.com
*
Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916
This Week in Startups is brought to you by…
Squarespace. Turn your idea into a new website! Go to https://www.Squarespace.com/TWIST for a free trial. When you’re ready to launch, use offer code TWIST to save 10% off your first purchase of a website or domain.
CLA. Innovation takes balance. CLA's CPAs, consultants, and wealth advisors can help you get from startup to where you want to end up. Get started now at https://www.CLAconnect.com/tech
OpenPhone. Create business phone numbers for you and your team that work through an app on your smartphone or desktop. TWiST listeners can get an extra 20% off any plan for your first 6 months at https://www.openphone.com/twist
*
Todays show:
David Weisburd hosts Elad Gil, David York, and Jason Calacanis to discuss recession fears (2:15), new investment trends (24:44), geographic and talent concentration in the startup sector (56:48), and more!
*
Timestamps:
(0:00) David Weisburd intros Elad Gil, David York, and Jason Calacanis
(2:15) Recession fears and their effects on Silicon Valley and startups
(5:18) AI market segments, enterprise adoption, and SaaS spending slowdown
(10:55) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST
(12:19) Private equity, tech buyouts, and excess capital management
(19:35) AI-driven buyouts and efficiency improvements
(23:09) CLA - Get started with CLA's CPAs, consultants, and wealth advisors now at https://claconnect.com/tech
(24:44) New investment trends and key startup ecosystems
(28:10) Founder inspiration and the impact of competitive ecosystems
(30:06) Role of accelerators in early-stage investing and startup formation
(34:16) Layoffs, FIRE movement, and FTC ruling on non-competes
(37:21) OpenPhone - Get 20% off your first six months at https://www.openphone.com/twist
(38:48) Liquidity and challenges for LPs in incubators and accelerators
(56:48) Geographic and talent concentration in the startup sector
(1:02:32) Tech hub movements, office culture, and remote vs. in-office work trends
*
Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.com
Check out the TWIST500: https://twist500.com
*
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
*
Mentioned on the show:
https://www.boringbusinessnerd.com/post/top-startup-accelerators
*
Follow Elad:
LinkedIn: https://www.linkedin.com/in/eladgil
Check out: https://eladgil.com
*
Follow David York:
LinkedIn: https://www.linkedin.com/in/david-york-2407295
Check out: https://ttcp.com/
*
Follow David Weisburd:
X: https://twitter.com/DWeisburd
LinkedIn: https://www.linkedin.com/in/dweisburd
Check out: https://10xcapital.com
*
Follow Jason:
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Thank you to our partners:
(10:55) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST
(23:09) CLA - Get started with CLA's CPAs, consultants, and wealth advisors now at https://claconnect.com/tech
(37:21) OpenPhone - Get 20% off your first six months at https://www.openphone.com/twist
*
Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
Substack: https://twistartups.substack.com
*
Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916
Todays show:
Jason sits down with James Hicks to discuss the unique aspects of Final Boss Sour's products and marketing (3:25), the future of commerce, influencers, and retailers' adaptations (23:12), followed by a discussion with Rae Lambert about River's software platform and community management best practices (46:16), high-end memberships, landing lighthouse customers, and influencer engagement (1:04:35) .
*
Timestamps:
(0:00) Jason kicks off today’s show with guests James Hicks and Rae Lambert.
(3:25) Discussing the appeal and unique aspects of Final Boss Sour's products
(7:25) Better-for-you products and social media strategies
(9:40) .Tech Domains - Apply for the Jam Session with JCal contest today at https://jamwithjcal.tech
(10:50) Potential of TikTok for social shopping and influencer monetization
(21:04) DevSquad - Get an entire product team for the cost of one US developer plus 10% off at http://devsquad.com/twist
(23:12) Future of commerce, influencers, and retailers' adaptations
(30:00) Video game tie-ins and product development logistics
(37:22) Experiential retail and pop-up concepts
(38:36) Washington Post - TWiST listeners can subscribe for just 50 cents per week for your first year at https://www.washingtonpost.com/twist
(40:04) Ray Lambert and community building with River
(46:16) River's software platform and community management best practices
(52:16) Business models, monetization strategies, and paid events
(1:00:00) Community roles, expansion and engaging with fans
(1:03:19) Audience questions, community engagement insights, and hiring attempts
(1:04:35) High-end memberships, landing lighthouse customers, and influencer engagement
*
Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.com/
Check out the TWIST500: https://twist500.com
*
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
*
Check out Final Boss Sour: https://finalbosssour.com/
Check out Final Boss Sour TikTok Shop: https://www.tiktok.com/discover/tiktok-shop-final-boss
Check out Science: https://www.science-inc.com/
Check out River: https://www.getriver.io/
Check out Rae’s blog: https://www.raelambert.com/
Check our Founder Fridays: https://www.founderfridays.tech/
*
Follow James:
LinkedIn: https://www.linkedin.com/in/james-hicks-43957512/
*
Follow Rae:
X: https://x.com/raechellambert
LinkedIn: https://www.linkedin.com/in/raechel-lambert/
*
Follow Jason:
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Thank you to our partners:
(9:40) .Tech Domains - Apply for the Jam Session with JCal contest today at https://jamwithjcal.tech
(21:04) DevSquad - Get an entire product team for the cost of one US developer plus 10% off at http://devsquad.com/twist
(38:36) Washington Post - TWiST listeners can subscribe for just 50 cents per week for your first year at https://www.washingtonpost.com/twist
*
Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
Substack: https://twistartups.substack.com
*
Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916
This Week in Startups is brought to you by…
Google Cloud. Accelerate your startup journey with the Google for Startups Cloud Program. Get up to $200K in Google Cloud credits – or up to $350K for AI startups – plus training and guidance. Apply at https://startups.google.com/twist
Vanta. Compliance and security shouldn't be a deal-breaker for startups to win new business. Vanta makes it easy for companies to get a SOC 2 report fast. TWiST listeners can get $1,000 off for a limited time at https://www.vanta.com/twist
AssemblyAI. Get maximum value from voice data with AssemblyAI. Build powerful products and features for your end users on the industry’s leading speech-to-text models. Get 100 free hours to start building at https://www.assemblyai.com/twist
*
Todays show:
Alex Wilhelm joins Jason to discuss the evolution of startup costs and media aggregation (3:17), media's addiction to Trump coverage (13:46), Polymarket and Perplexity partnership (40:08), and more!
*
Timestamps:
(0:00) Jason and Alex kick off the show
(3:17) Evolution of startup costs and media aggregation (7:47) Jason and Alex discuss Trump and Elon conversation (10:09) Google Cloud - Accelerate your startup journey with the Google for Startups Cloud Program. Apply at https://startups.google.com/twist (13:46) Media's addiction to Trump coverage
(20:04) Vanta - Get $1000 off your SOC 2 at https://www.vanta.com/twist (21:18) Trump's media strategies and speech analysis
(30:04) AssemblyAI - Get 100 free hours to start building at https://www.assemblyai.com/twist (31:17) Societal resistance to tech and the rise of self-driving cars (37:14) Self-driving technology's impact on Uber and Lyft (40:08) Polymarket and Perplexity partnership (47:34) Hacking capitalism and the FIRE movement (54:12) Perplexity's AI competition and the value of proprietary data (1:00:45) Reddit's traffic and monetization (1:07:35) European venture capital and the rise of unicorns (1:13:00) Work culture: Europe vs. US (1:16:11) Investing in AI startups and consulting opportunities
*
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Check out the TWIST500: https://twist500.com
*
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
*
Mentioned on the show:
Follow Alex:
LinkedIn: https://www.linkedin.com/in/alexwilhelm/
*
Follow Jason:
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Thank you to our partners:
(10:09) Google Cloud - Accelerate your startup journey with the Google for Startups Cloud Program. Apply at https://startups.google.com/twist
(20:04) Vanta - Get $1000 off your SOC 2 at https://www.vanta.com/twist
(30:04) AssemblyAI - Get 100 free hours to start building at https://www.assemblyai.com/twist
*
Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
Substack: https://twistartups.substack.com
*
Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916
This Week in Startups is brought to you by…
Vanta. Compliance and security shouldn't be a deal-breaker for startups to win new business. Vanta makes it easy for companies to get a SOC 2 report fast. TWiST listeners can get $1,000 off for a limited time at https://www.vanta.com/twist
.Tech Domains - Don’t miss our “Jam with JCal” contest! To apply and get more details go to https://jamwithjcal.tech brought to you by .tech domains.
OpenPhone. Create business phone numbers for you and your team that work through an app on your smartphone or desktop. TWiST listeners can get an extra 20% off any plan for your first 6 months at https://www.openphone.com/twist
*
Todays show:
Jason and Kelly kick off the Founder University startup pitch competition (00:00). We hear from Pablo on Big Rentals (4:18), Brittany on Where2Wheel (12:28), Ardalan on MyLens (21:31), and Mariano on Prosperous AI (29:07). Finally, Jason awards a $25K investment (38:34), and details how to apply!
*
Timestamps:
(0:00) Jason and Kelly kick off the show
(4:18) Pablo Fernandez pitches Big Rentals
(11:37) Vanta - Get $1000 off your SOC 2 at https://www.vanta.com/twist
(12:28) Brittany Peregoff pitches Where2Wheel
(20:10) .Tech Domains - Apply for the Jam Session with JCal contest today at https://jamwithjcal.tech
(21:31) Ardalan Mirshani pitches MyLens
(29:07) Mariano Apodaca pitches Prosperous AI
(35:07) OpenPhone - Get 20% off your first six months at https://www.openphone.com/twist
(36:33) Review of the four startups
(40:44) Q&A
*
Founder University: Apply here: https://www.founder.university
*
We are doing Founder Fridays meetups! Visit https://founderfridays.tech to learn more
*
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Check out the TWIST500: https://twist500.com
*
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
*
Follow Pablo:
X: https://x.com/directedbypablo
LinkedIn: https://www.linkedin.com/in/pablofernandezorg
Check out: https://BigRentals.com
*
Follow Brittany:
LinkedIn: https://www.linkedin.com/in/brittany-peregoff-2134092b
Check out: https://where2wheel.com
*
Follow Ardalan:
X: https://x.com/ardalanmirshani
LinkedIn: https://www.linkedin.com/in/mirshani
Check out: https://mylens.ai
*
Follow Mariano:
LinkedIn: https://www.linkedin.com/in/mariano-apodaca-45b07a16a
Check out: https://prosperousprocess.ai
*
Follow Jason:
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Thank you to our partners:
(11:37) Vanta - Get $1000 off your SOC 2 at https://www.vanta.com/twist
(20:10) .Tech Domains - Apply for the Jam Session with JCal contest today at https://jamwithjcal.tech
(35:07) OpenPhone - Get 20% off your first six months at https://www.openphone.com/twist
*
Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
Substack: https://twistartups.substack.com
*
Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916
Todays show: Wilson Sonsini Partner Becki DeGraw joins Jason on the latest edition of Startup Legal Basics! In this episode, they break down the current state of startup funding (0:37), anti-dilution provisions (7:11), re-incentivizing management teams (16:23), and much more!
*
Timestamps:
(00:00) Wilson Sonsini Partner Becki DeGraw joins Jason
(0:37) Market update: Current state of startups and funding
(1:21) Consolidated investment trends and the venture capital slowdown
(4:23) The importance of due diligence, runway, and down round impacts
(7:11) Anti-dilution provisions and strategies for investor communication
(16:23) Re-incentivizing management teams and insider-led funding scenarios
(23:46) Importance of investor relations and board management
*
Check Out Wilson Sonsini: https://www.wsgr.com
*
Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.com/
Check out the TWIST500: https://www.twist500.com
*
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
*
Follow Becki:
LinkedIn: https://www.linkedin.com/in/rebecca-degraw-639bbb62
*
Follow Jason:
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
Substack: https://twistartups.substack.com
*
Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916
This Week in Startups is brought to you by…
Squarespace. Turn your idea into a new website! Go to https://www.squarespace.com/twist for a free trial. When you’re ready to launch, use offer code TWIST to save 10% off your first purchase of a website or domain.
CommandBar. Seamlessly integrate an AI-powered guide into your software, making navigation intuitive and interactive. Visit https://www.commandbar.com/twist to get a custom live demo.
Brex. the financial stack founders can bank on. Brex knows cash is king for startups, so they built a banking experience that takes every dollar further. Get the business account trusted by 1 in 3 US startups at https://www.brex.com/twist24
*
Todays show:
Alex leads us into two great talks from Liquidity Summit 2024.
First Jason sits down for a one-on-one with Valor’s Antonio Gracias (1:38), followed by a great talk with Gavin Baker of Atreides (39:01)
*
Timestamps:
(0:00) Teaser of today’s Liquidity Summit talks from Alex.
(1:13) Alex kicks off the show.
(1:38) Valor’s Antonio Gracias joins Jason
(4:26) Unbiased data and business models in AI
(10:02) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST
(11:14) Achieving AGI and robots in real-world applications
(14:26) Venture capital dynamics and innovation
(18:09) Athena case study: Investor operational support
(22:05) CommandBar - Visit https://www.commandbar.com/twist to get a custom live demo.
(23:04) Traditional venture playbook and crossover hedge funds
(28:33) US balance sheet implications and emerging entrepreneurship regions
(33:39) Immigration policy's role in recruitment
(36:19) Investing in socially impactful companies
(38:09) Brex - Get the business account trusted by 1 in 3 US startups at https://www.brex.com/twist24
(39:01) Atreides Management’s Gavin Baker joins Jason
(47:38) The importance of investing in relationships
(54:32) Resilience in public equity investing and learning from failure
(1:00:29) AI adoption differences between startups and enterprises
(1:02:32) America's innovation through resilience and immigration
(1:03:43) Google and Apple's AI strategies and infrastructure
(1:11:32) Meta's strategic moves in search and the metaverse
*
Subscribe to the TWiST newsletter: https://www.ticker.thisweekinstartups.com
*
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
*
Check out Valor: https://www.valorep.com/
Check out Atreides: https://atreidesmgmt.com/
Follow Antonio:
LinkedIn: https://www.linkedin.com/in/antonio-p-gracias
Follow Gavin:
LinkedIn: https://www.linkedin.com/in/gavinbaker-portfoliomanager/
*
Follow Alex:
LinkedIn: https://www.linkedin.com/in/alexwilhelm/
*
Follow Jason:
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Thank you to our partners:
(10:02) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST
(22:05) CommandBar - Visit https://www.commandbar.com/twist to get a custom live demo.
(38:08) Brex - Get the business account trusted by 1 in 3 US startups at https://www.brex.com/twist24
*
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
Oracle - Oracle Cloud Infrastructure, or OCI, is a single platform for your infrastructure, database, application development, and AI needs. Save up to 50% on your cloud bill at https://www.oracle.com/twist
Intercom - Intercom’s AI-first service is the best thing to happen to your customers since you. TWIST listeners can get 90% off Intercom’s platform at https://www.intercom.com/twist
Lemon.io - Hire pre-vetted remote developers, get 15% off your first 4 weeks of developer time at https://www.Lemon.io/twist
*
Todays show:
We are kicking off our coverage of the TWiST500 with three fantastic founders: Kyle Hanslovan of Huntress (11:44), Olivia Joslin and Toshit Panigrahi of TollBit (36:40), and Tamar Bar-Ilan of Cyera (56:44).
*
Timestamps:
(0:00) Introducing three founder interviews from our TWiST500!
(1:23) Huntress CEO, Kyle Hanslovan joins Alex.
(2:04) Celebrating a milestone in ARR and discussing growth strategies
(4:19) Impact of cybersecurity incidents on Huntress
(10:30) Oracle - Try OCI and save up to 50% on your cloud bill at
at https://www.oracle.com/twist
(11:44) Huntress's services for SMBs and endpoint detection and response
(20:09) Intercom - TWIST listeners can get 90% off Intercom’s platform at https://www.intercom.com/twist
(21:46) Selling to SMBs: Challenges, strategies, and early lessons
(29:05) Addressing internal IT departments and IPO considerations
(35:12) Lemon.io - Get 15% off your first 4 weeks of developer time at https://www.Lemon.io/twist
(36:40) TollBit’s Olivia Joslin and Toshit Panigrahi join Alex.
(37:38) Tollbit's early development and fundraising journey
(41:03) Media readiness and increasing publisher onboarding
(50:31) Flexible pricing models and expanding data types for AI partners
(56:44) Tamar Bar-Ilan of Cyera joins Alex.
(57:23) Cyera and its data security mission
(1:04:07) Overview of Cyera’s data platform and recent funding
(1:08:53) Company growth, AI adoption, and demand drivers
(1:17:52) Encryption's role in data security and future IPO plans
*
Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.com
Check out the TWIST500: https://www.twist500.com
*
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
*
Check out Huntress: https://www.huntress.com/
Check out TollBit: https://tollbit.com/
Check out Cyera: https://www.cyera.io/
*
Follow Olivia from TollBit:
LinkedIn: https://www.linkedin.com/in/olivia-joslin-13a9a4a2/
*
Follow Toshit from TollBit:
X: https://x.com/tollbitofficial
LinkedIn: https://www.linkedin.com/in/toshit-panigrahi-a6496076/
*
Follow Kyle from Huntress:
X: https://x.com/KyleHanslovan
LinkedIn: https://www.linkedin.com/in/kylehanslovan/
*
Follow Tamar from Cyera:
LinkedIn: https://www.linkedin.com/in/tamar-bar-ilan-67bb481a7
*
Follow Alex:
LinkedIn: https://www.linkedin.com/in/alexwilhelm
*
Thank you to our partners:
(10:30) Oracle - Try OCI and save up to 50% on your cloud bill at https://www.oracle.com/twist
(20:09) Intercom - TWIST listeners can get 90% off Intercom’s platform at https://www.intercom.com/twist
(35:12) Lemon.io - Get 15% off your first 4 weeks of developer time at https://www.Lemon.io/twist
*
Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
Substack: https://twistartups.substack.com
*
Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916
This Week in Startups is brought to you by…
Vanta. Compliance and security shouldn't be a deal-breaker for startups to win new business. Vanta makes it easy for companies to get a SOC 2 report fast. TWiST listeners can get $1,000 off for a limited time at https://www.vanta.com/twist
OpenPhone. Create business phone numbers for you and your team that work through an app on your smartphone or desktop. TWiST listeners can get an extra 20% off any plan for your first 6 months at https://www.openphone.com/twist
DevSquad. DevSquad helps startups design better products. If you need UI and UX expertise and don’t want to hire an entire design team, head to http://devsquad.com/startups and book a call. Mention that you are coming from TWiST to get 10% off.
*
Todays show:
Josh Reeves joins Alex Wilhelm to discuss building a product people love (21:11), SMB challenges (23:56), growth strategies (36:47), and more!
*
Timestamps:
(0:00) Josh Reeves joins Alex Wilhelm
(2:16) Josh's previous startups and the early days of web development
(6:26) Transition to digital solutions and security for small businesses
(10:31) Gusto's growth, success metrics, and market penetration
(13:38) Vanta - Get $1000 off your SOC 2 at https://www.vanta.com/twist
(14:30) Gusto's North Star, marketing strategies, and channel growth
(21:11) Building a product people love with good unit economics
(22:29) OpenPhone - Get 20% off your first six months at https://www.openphone.com/twist
(23:56) Challenges of selling to SMBs and Gusto's product expansion
(28:50) Maintaining simplicity in product development
(35:18) DevSquad - Visit https://www.devsquad.com/startups, book a call, and mention TWIST for 10% off!
(36:47) Ensuring product quality and the role of organic growth in marketing
(44:39) Competitive landscape in payroll and HR space
(48:54) Gusto's potential fintech ventures and communication styles among founders
(56:07) IT spending growth among SMBs and international expansion
(1:00:16) Navigating competition and partnerships
(1:01:41) Diversification of go-to-market strategies
(1:03:31) Financial strategies and thoughts on going public
*
Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.com
Check out the TWIST500: https://www.twist500.com
*
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
*
Follow Josh:
LinkedIn: https://www.linkedin.com/in/joshuareeves
*
Follow Alex:
LinkedIn: https://www.linkedin.com/in/alexwilhelm
*
Thank you to our partners:
(13:38) Vanta - Get $1000 off your SOC 2 at https://www.vanta.com/twist
(22:29) OpenPhone - Get 20% off your first six months at https://www.openphone.com/twist
(35:18) DevSquad - Visit https://www.devsquad.com/startups, book a call, and mention TWIST for 10% off!
*
Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
Substack: https://twistartups.substack.com
*
Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916
This Week in Startups is brought to you by…
Squarespace. Turn your idea into a new website! Go to https://www.squarespace.com/twist for a free trial. When you’re ready to launch, use offer code TWIST to save 10% off your first purchase of a website or domain.
Google Cloud. Accelerate your startup journey with the Google for Startups Cloud Program. Get up to $200K in Google Cloud credits – or up to $350K for AI startups – plus training and guidance. Apply at https://startups.google.com/twist
Brex. the financial stack founders can bank on. Brex knows cash is king for startups, so they built a banking experience that takes every dollar further. Get the business account trusted by 1 in 3 US startups at https://www.brex.com/twist24
*
Todays show:
David Weisburd hosts Dana Johns, Tom Loverro, and Jason Calacanis to discuss secondaries (2:37), VC leverage against startups (23:44), venture capital strategies (29:34), cybersecurity investments (38:03), and more!
*
Timestamps:
(0:00) David Weisburd intros Dana Johns, Tom Loverro, and Jason Calacanis
(2:37) Secondary pricing signaling a potential VC recovery
(9:53) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.squarespace.com/twist
(11:02) Timeframes, returns for secondary funds, and founders' secondary sales
(15:32) Increasing liquidity in private markets
(22:42) Google Cloud - Accelerate your startup journey with the Google for Startups Cloud Program. Apply at https://startups.google.com/twist
(23:44) VC leverage against startups is near an all time high
(29:34) Venture capital strategies, succession planning, and valuation in the Goldilocks zone
(37:11) Brex - Get the business account trusted by 1 in 3 US startups at https://www.brex.com/twist24
(38:03) Cybersecurity investments, IPO window, and M&A market dynamics
(51:28) Lightning round on latest investments
*
Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.com/
Check out the TWIST500: https://www.twist500.com
*
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
*
Mentioned on the show:
https://pitchbook.com/news/articles/aging-vc-funds-secondary-stakes-market-limited-partner-exits
https://www.secondariesinvestor.com/blackstone-plans-to-launch-biggest-secondaries-fund-yet
https://news.crunchbase.com/cybersecurity/cybersecurity-funding-venture-wiz-ai-cyera
*
Follow Dana:
LinkedIn: https://www.linkedin.com/in/danasjohns
*
Follow Tom:
LinkedIn:https://www.linkedin.com/in/tomloverro
Check out: https://www.ivp.com/
*
Follow David:
X: https://twitter.com/DWeisburd
LinkedIn: https://www.linkedin.com/in/dweisburd
Check out: https://10xcapital.com
*
Follow Jason:
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Thank you to our partners:
(9:53) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.squarespace.com/twist
(22:42) Google Cloud - Accelerate your startup journey with the Google for Startups Cloud Program. Apply at https://startups.google.com/twist
(37:11) Brex - Get the business account trusted by 1 in 3 US startups at https://www.brex.com/twist24
*
Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
Substack: https://twistartups.substack.com
*
Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916
This Week in Startups is brought to you by…
CommandBar - Seamlessly integrate an AI-powered guide into your software, making navigation intuitive and interactive. Visit https://www.commandbar.com/twist to get a custom live demo.
.Tech Domains - Don’t miss our “Jam with JCal” contest! To apply and get more details go to https://www.jamwithjcal.tech brought to you by .tech domains.
Lemon.io - Hire pre-vetted remote developers, get 15% off your first 4 weeks of developer time at https://www.Lemon.io/twist
*
Todays show:
Antonio Gracias of Valor and Liran Zvibel of WEKA join Jason to discuss WEKA’s product market fit and real-world applications (13:49), energy solutions for future data centers and capital allocation strategy (30:07), and a Jam with JCal session with Uptrend AI’s Ramsey Shaffer (37:00).
*
Timestamps:
(0:00) Antonio Gracias of Valor and Liran Zvibel of WEKA join Jason.
(2:52) Investment thesis for WEKA and discussion on investment strategies
(5:30) Investing in winners and the future of compute and AI technology
(10:14) CommandBar - Visit https://www.commandbar.com/twist to get a custom live demo.
(13:49) WEKA’s product market fit and real-world applications
(21:49) .Tech Domains - Apply for the Jam Session with JCal contest today at https://www.jamwithjcal.tech
(23:08) Innovative customers and technology behind the Las Vegas Sphere
(23:08) Innovative customers and technology behind the Las Vegas Sphere
(25:12) Impact of Weka’s technology on rendering and data management
(30:07) Energy solutions for future data centers and capital allocation strategy
(34:22) Weka's hiring and job opportunities
(35:34) Lemon.io - Get 15% off your first 4 weeks of developer time at https://www.Lemon.io/twist
(37:00) Jam with JCal winner Ramsey Schaffer, CEO of Uptrends AI.
(38:09) Ramsey’s pitch and Jason's feedback
(45:22) Importance of founder-led sales, pricing strategy, and UX improvements
(51:02) Engaging with customers and final thoughts on Uptrends ai *
Links from show:
Check out Valor Equity Partners: https://www.valorep.com
Check out WEKA: https://www.weka.io
Check out Stability AI: https://stability.ai
Check out the Sphere: https://www.thesphere.com
Enter the Jam with JCal contest: https://www.jamwithjcal.tech
Check out Uptrends AI:https://www.uptrends-ai.tech
*
Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.com
Check out the TWIST500: https://www.twist500.com
*
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
*
Follow Liran:
LinkedIn: https://www.linkedin.com/in/liranzvibel/ *
Follow Ramsey:
X: https://x.com/RamseyShaffer
LinkedIn: https://www.linkedin.com/in/ramseyshaffer/
*
Follow Jason:
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Thank you to our partners: Timestamps:
(10:14) CommandBar - Visit https://www.commandbar.com/twist to get a custom live demo.
(21:49) .Tech Domains - Apply for the Jam Session with JCal contest today at https://www.jamwithjcal.tech
(35:34) Lemon.io - Get 15% off your first 4 weeks of developer time at https://www.Lemon.io/twist
*
Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
Substack: https://twistartups.substack.com
*
Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916
This Week in Startups is brought to you by…
Coda. Coda empowers your startup by bringing words, tables, and teams together. Strategize, plan, and track goals effectively with all your valuable data in one place. Go to https://www.coda.io/twist to get started for FREE and get 6 free months of the Team plan.
Intercom. Intercom’s AI-first service is the best thing to happen to your customers since you. TWIST listeners can get 90% off Intercom’s platform at https://www.intercom.com/twist
Micro1. Micro1 is an AI recruitment engine to hire world class engineers fast. Visit https://www.micro1.ai/twist to open a talent search and get a 2 week free trial per hire.
*
Todays show:
Etsy’s Josh Silverman joins Jason to discuss the marketplace business model (2:54), UX challenges (4:58), company operations during the pandemic (36:57), AI’s impact on team size (50:56), and more!
*
Timestamps:
(0:00) Etsy’s Josh Silverman joins Jason
(2:54) The marketplace business model and Etsy's growth
(4:58) Maintaining Etsy's unique marketplace and UX challenges
(10:34) Defining handmade and GenAI art on Etsy
(11:53) Coda - Empower your startup with Coda’s Team plan for free—get 6 months at https://www.Coda.io/twist
(13:18) Preventing inauthentic sellers and the seller approval process
(20:14) Etsy's star seller program and the importance of artisanal items
(26:26) Intercom - TWIST listeners can get 90% off Intercom’s platform at https://www.intercom.com/twist
(27:55) Durable products, warranties, and customer loyalty
(35:47) Micro1 - Visit https://www.micro1.ai/twist to open a talent search and get a 2 week free trial per hire.
(36:57) Company operations during the pandemic and efficiency era
(44:11) Global talent, remote work, and productivity at Etsy
(50:56) AI's impact on team size, productivity, and customer support
(55:10) SEO strategies, organic traffic, and handling IP issues
*
Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.com/
Check out the TWIST500: twist500.com
*
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
*
Follow Josh:
LinkedIn: https://www.linkedin.com/in/joshuasilverman
*
Follow Jason:
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Thank you to our partners:
(11:53) Coda - Empower your startup with Coda’s Team plan for free—get 6 months at https://www.Coda.io/twist
(26:26) Intercom - TWIST listeners can get 90% off Intercom’s platform at https://www.intercom.com/twist
(35:47) Micro1 - Visit https://www.micro1.ai/twist to open a talent search and get a 2 week free trial per hire.
*
Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
Substack: https://twistartups.substack.com
*
Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916
This Week in Startups is brought to you by…
AssemblyAI. Get maximum value from voice data with AssemblyAI. Build powerful products and features for your end users on the industry’s leading speech-to-text models. Get 100 free hours to start building at https://www.assemblyai.com/twist
Vanta. Compliance and security shouldn't be a deal-breaker for startups to win new business. Vanta makes it easy for companies to get a SOC 2 report fast. TWiST listeners can get $1,000 off for a limited time at https://www.vanta.com/twist
Eight Sleep. Good sleep is the ultimate game changer. The newest generation of the pod, the Pod 4 ultra has arrived. Head to https://www.eightsleep.com/twist and use code TWIST to get $350 off the Pod 4 Ultra.
*
Todays show:
Alex Wilhelm joins Jason to discuss the end of the Wiz-Google deal (5:37), Spotify's performance (13:36), Universal Basic Income (UBI) (27:49), Meta's AI strategy (53:05), and more!
*
Timestamps:
(0:00) Jason and Alex kick off the show
(5:37) The end of the Wiz-Google deal
(12:24) AssemblyAI - Get 100 free hours to start building at https://www.assemblyai.com/twist
(13:36) Spotify's successful quarter
(21:41) Daniel Ek's strategy and Spotify's future risks
(26:57) Vanta - Get $1000 off your SOC 2 at https://www.vanta.com/twist
(27:49) Universal basic income (UBI)
(38:05) Eight Sleep - Head to https://www.eightsleep.com/twist and use code TWIST to get $350 off the Pod 4 Ultra.
(39:34) Findings and implications from a recent UBI study backed by Sam Altman
(48:22) The efficiency and impact of welfare programs
(53:05) Meta's AI developments
(59:58) Mark Zuckerberg's thoughts on Apple and open source AI
(1:06:50) Predictions for Meta's competitive moves
*
Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.com/
Check out the TWIST500: https://twist500.com
*
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
*
Mentioned on the show:
https://ai.meta.com/blog/meta-llama-3-1
https://x.com/rowancheung/status/1815763595197616155?t=1204
https://x.com/eldsjal/status/1815691024473166268?s=12
https://www.axios.com/2024/07/23/spotify-profit-q2-2024-earnings
https://x.com/smilleralert/status/1815372032621879628/photo/1
https://www.openresearchlab.org/findings/entrepreneurship
https://finance.yahoo.com/quote/SPOT
*
Follow Alex:
LinkedIn: https://www.linkedin.com/in/alexwilhelm/
*
Follow Jason:
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Thank you to our partners:
(12:24) AssemblyAI - Get 100 free hours to start building at https://www.assemblyai.com/twist
(26:57) Vanta - Get $1000 off your SOC 2 at https://www.vanta.com/twist
(38:05) Eight Sleep - Head to https://www.eightsleep.com/twist and use code TWIST to get $350 off the Pod 4 Ultra.
*
Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
Substack: https://twistartups.substack.com
*
Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916
This Week in Startups is brought to you by…
Squarespace. Turn your idea into a new website! Go to http://www.Squarespace.com/TWIST for a free trial. When you’re ready to launch, use offer code TWIST to save 10% off your first purchase of a website or domain.
LinkedIn Jobs. A business is only as strong as its people, and every hire matters. Go to https://www.linkedin.com/twist to post your first job for free. Terms and conditions apply.
OpenPhone. Create business phone numbers for you and your team that work through an app on your smartphone or desktop. TWiST listeners can get an extra 20% off any plan for your first 6 months at https://www.openphone.com/twist
*
Todays show:
Benchmark’s Sarah Tavel joins Jason to discuss strategies for competing in a changing venture landscape (9:12), the critical role of governance and accountability in startups (19:39), the relationship between hype, investment decisions, and startup promotion (55:20). and more!
*
Timestamps:
(0:00) Sarah Tavel joins Jason.
(1:38) Sarah Tavel, Benchmark Partner, on disciplined fund size and efficiency (5:06) Benchmark's commitment to founders and investment strategy (9:12) Strategies for competing in a changing venture landscape
(10:00) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at http://www.Squarespace.com/TWIST (15:50) Valuations, ownership, and building deep relationships with founders
(18:30) LinkedIn Jobs - Post your first job for free at https://www.linkedin.com/twist (19:39) The critical role of governance and accountability in startups (28:36) OpenPhone - Get 20% off your first six months at https://www.openphone.com/twist
(30:16) The power of incremental improvements and executive limitations (34:32) Vanity metrics vs. building enduring value in startups (43:12) The consequences of choosing status over results in startup success (46:22) Building trust in leadership and the pressures of maintaining success (49:03) The importance of non-consensus bets and independent thinking (55:20) The relationship between hype, investment decisions, and startup promotion (58:19) In-person work vs. remote work: Impact on startup productivity (1:02:58) SaaS market challenges: Pricing, AI impact, and future models (1:07:33) Exciting AI investments and the transformative potential of new technologies (1:13:01) AI advancements, new use cases, and the competitive landscape (1:17:16) How incumbents and consumers are benefiting from AI advancements (1:19:15) Embracing AI in daily tasks and business operations *
Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.com/
Check out the TWIST500: twist500.com
*
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
*
Check out Benchmark: https://www.benchmark.com/ *
Follow Sarah:
LinkedIn: https://www.linkedin.com/in/sarahtavel/ Sarah’s Substack: https://www.sarahtavel.com/
*
Follow Jason:
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Thank you to our partners:
(10:00) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at http://www.Squarespace.com/TWIST (18:30) LinkedIn Jobs - Post your first job for free at https://www.linkedin.com/twist (28:36) OpenPhone - Get 20% off your first six months at https://www.openphone.com/twist
*
Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
Substack: https://twistartups.substack.com
*
Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916
This Week in Startups is brought to you by…
Vanta. Compliance and security shouldn't be a deal-breaker for startups to win new business. Vanta makes it easy for companies to get a SOC 2 report fast. TWiST listeners can get $1,000 off for a limited time at https://vanta.com/twist
.Tech Domains. Don’t miss our “Jam with JCal” contest! To apply and get more details go to https://www.jamwithjcal.tech brought to you by .tech domains.
DevSquad. DevSquad helps startups design better products.
If you need UI and UX expertise and don’t want to hire an entire design team, head to https://www.devsquad.com/startups and book a call.
Mention that you are coming from TWiST to get 10% off.
*
Todays show:
True Anomaly’s Even Rogers joins Jason to discuss US competitiveness and innovation space and defense tech (8:53). They also dive into True Anomaly’s innovations (26:41), securing government contracts (31:41), and more!
*
Timestamps:
(0:00) True Anomaly’s Even Rogers joins Jason
(4:35) Space innovations and True Anomaly's tech
(8:01) Vanta - Get $1000 off your SOC 2 at https://vanta.com/twist
(8:53) Space defense, treaties, and infrastructure resilience
(17:01) Space warfare challenges and scenarios
(22:24) .Tech Domains - Apply for the Jam Session with JCal contest today at https://www.jamwithjcal.tech
(23:41) Securing government contracts for space and defense startups
(26:41) True Anomaly’s Jackal deployment
(31:41) Defense contracting: cost-plus vs. fixed price models
(34:19) International sales of defense technology and regulations on defense tech exports
(36:28) DevSquad - Visit https://www.devsquad.com/startups, book a call, and mention TWIST for 10% off!
(37:57) Defense industry's role in capitalism and global politics
(43:19) Taiwan-China conflict and its global impact
(46:49) The major concern with new weapons technology
(50:29) Jam With JCal contest winner Ana Malhotra from Rome joins Jason
(54:24) Jason’s feedback for Rome
*
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Check out the TWIST500: twist500.com
*
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
*
Follow Even:
LinkedIn: https://www.linkedin.com/in/tanst-aafl
Check out: https://www.trueanomaly.space
*
Follow Jason:
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Thank you to our partners:
(8:01) Vanta - Get $1000 off your SOC 2 at https://vanta.com/twist
(22:24) .Tech Domains - Apply for the Jam Session with JCal contest today at https://www.jamwithjcal.tech
(36:28) DevSquad - Visit https://www.devsquad.com/startups, book a call, and mention TWIST for 10% off!
*
Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
Substack: https://twistartups.substack.com
*
Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916
This Week in Startups is brought to you by…
OpenPhone. Create business phone numbers for you and your team that work through an app on your smartphone or desktop. TWiST listeners can get an extra 20% off any plan for your first 6 months at https://www.openphone.com/twist
AssemblyAI. Get maximum value from voice data with AssemblyAI. Build powerful products and features for your end users on the industry’s leading speech-to-text models. Get 100 free hours to start building at https://www.assemblyai.com/twist
CommandBar. Seamlessly integrate an AI-powered guide into your software, making navigation intuitive and interactive. Visit https://commandbar.com/twist to get a custom live demo.
*
Todays show:
David Weisburd hosts Jamie Rhode, Matthew Mulvey, and Jason Calacanis to discuss DPI coming to Silicon Valley (2:11), demographic data on the backgrounds of Unicorn founders (26:55), and trends for limited partners (36:10), and more!
*
Timestamps:
(0:00) David Weisburd intros Jamie Rhode, Matthew Mulvey, and Jason Calacanis
(2:11) DPI, Wiz acquisition, and economic impacts on distributions
(5:48) Consistent vintage exposure and proactive DPI management strategies
(8:55) OpenPhone - Get 20% off your first six months at https://www.openphone.com/twist
(10:22) Sequoia's liquidity approach and LP needs in venture capital
(17:13) The role of emerging managers and secondary markets in VC
(25:44) AssemblyAI - Get 100 free hours to start building at https://www.assemblyai.com/twist
(26:55) Unicorn founder demographics and underdog success
(35:05) CommandBar. Visit https://commandbar.com/twist to get a custom live demo.
(36:10) LP preferences, the challenges for emerging managers, and democratizing venture investments
(50:54) The decline of first-time funds, motivations for fund creation, and innovations in fundraising
(51:56) Venture portfolio management with AI and technology adoption parallels
*
Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.com/
Check out the TWIST500: https://twist500.com
*
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
*
Mentioned on the show:
https://www.axios.com/2024/07/15/sequoia-capital-stripe
https://techcrunch.com/2024/03/27/unicorn-founders
*
Follow Jamie:
LinkedIn: https://www.linkedin.com/in/jerrcfa
Check out: https://www.screendoor.co/
*
Follow Matthew:
LinkedIn: https://www.linkedin.com/in/mattmulvey/
Check out: https://www.liquid2.vc/
*
Follow David:
X: https://twitter.com/DWeisburd
LinkedIn: https://www.linkedin.com/in/dweisburd
Check out: https://10xcapital.com
*
Follow Jason:
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Thank you to our partners:
(8:55) OpenPhone - Get 20% off your first six months at https://www.openphone.com/twist
(25:44) AssemblyAI - Get 100 free hours to start building at https://www.assemblyai.com/twist
(35:05) CommandBar. Visit https://commandbar.com/twist to get a custom live demo.
*
Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
Substack: https://twistartups.substack.com
*
Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916
Todays show:
Alex Wilhelm joins Jason to discuss the role of social media and rhetoric in spreading conspiracy theories in the wake of the attempt on Trump (5:43), Silicon Valley's political landscape and views on Biden and Trump’s policies (20:14), Sequoia's strategy with Stripe shares, secondary markets, and private investments (50:00), and more!
*
Timestamps:
(0:00) Jason and Alex kick off the show
(1:57) Reflections on the assassination attempt on Trump and media cycles
(5:43) The role of social media and rhetoric in spreading conspiracy theories
(10:02) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at http://www.Squarespace.com/TWIST
(11:19) Political implications of post-shooting events and allure of conspiracy theories
(20:14) Silicon Valley's political landscape and views on Biden's policies
(22:31) Intercom - TWIST listeners can get 90% off Intercom’s platform at https://www.intercom.com/twist
(25:03) Trump's policies and their impact on Silicon Valley and startups
(33:31) Lemon.io - Get 15% off your first 4 weeks of developer time at https://www.Lemon.io/twist
(35:00) Market conditions, Google's potential acquisition of Wizz, and cybersecurity
(47:02) State-sponsored hacking and the complexity of cybersecurity
(50:00) Sequoia's strategy with Stripe shares, secondary markets, and private investments
(1:01:02) The evolving role of secondary markets in venture capital and problem-solving in capitalism
*
Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.com/
Check out the TWIST500: twist500.com
*
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
*
Mentioned on the show:
Check out Polymarket trading data:
https://polymarket.com/event/will-biden-drop-out-of-presidential-race?tid=1721076355768
Don’t miss the WSJ’s big Wiz scoop:
https://www.wsj.com/business/deals/google-near-23-billion-deal-for-cybersecurity-startup-wiz-6
Alex’s take on the deal
https://www.cautiousoptimism.news/p/why-google-may-spend-23b-buying-wiz
The Axios piece on what Sequoia is cooking up for Stripe shares:
https://www.axios.com/2024/07/15/sequoia-capital-stripe
And you can find the OneStream IPO docs here:
https://www.sec.gov/Archives/edgar/data/1889956/000095017024083395/onestream_s-1a.htm
*
Follow Alex:
LinkedIn: https://www.linkedin.com/in/alexwilhelm/
*
Follow Jason:
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Thank you to our partners:
(10:02) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at http://www.Squarespace.com/TWIST
(22:31) Intercom - TWIST listeners can get 90% off Intercom’s platform at https://www.intercom.com/twist
(33:31) Lemon.io - Get 15% off your first 4 weeks of developer time at https://www.Lemon.io/twist
*
Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
Substack: https://twistartups.substack.com
*
Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916
This Week in Startups is brought to you by…
Vanta. Compliance and security shouldn't be a deal-breaker for startups to win new business. Vanta makes it easy for companies to get a SOC 2 report fast. TWiST listeners can get $1,000 off for a limited time at http://www.vanta.com/twist
Attio - A radically new CRM for the next era of companies. Head to https://attio.com/twist to get 15% off for your first year.
CLA. Innovation takes balance. CLA's CPAs, consultants, and wealth advisors can help you get from startup to where you want to end up. Get started now at CLAconnect.com/tech
*
Todays show:
Alex Wilhelm joins Jason to discuss StubHub's IPO (3:26), inflation trends (23:46), the venture capital landscape in Asia and Europe (30:00), OpenAI’s five levels of AI (46:32), TWIST 500 updates (58:32), and more!
*
Timestamps:
(0:00) Jason and Alex kick off the show
(3:26) StubHub's IPO
(12:47) Vanta - Get $1000 off your SOC 2 at http://www.vanta.com/twist
(13:39) Experience-based Companies and Entertainment Industry
(17:56) Cost-effective Entertainment
(22:37) Attio - Head to https://attio.com/twist to get 15% off for your first year.
(23:46) Inflation Trends and Venture Capital Impact
(30:00) Venture Capital Landscape in Asia and Europe
(33:12) Investment Trends in India and the Middle East
(37:54) CLA - Get started with CLA's CPAs, consultants, and wealth advisors now at https://claconnect.com/tech
(39:28) Investor Interest in India and Geopolitical Considerations
(46:32) OpenAI's five levels of AI
(53:29) AI competition, model advancements, and the future of SaaS
(58:32) TWIST 500 updates and startups in the construction tech space
*
Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.com/
Check out the TWIST500: twist500.com
*
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
*
Mentioned on the show:
https://sierra.ai/blog/ai-agents-guide
https://www.bls.gov/news.release/cpi.nr0.htm
https://news.crunchbase.com/ai/asia-venture-42dot-hozon-zepto-china/
https://www.mightybuildings.com
*
Follow Alex:
LinkedIn: https://www.linkedin.com/in/alexwilhelm/
*
Follow Jason:
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Thank you to our partners:
(12:47) Vanta - Get $1000 off your SOC 2 at http://www.vanta.com/twist
(22:37) Attio - Head to https://attio.com/twist to get 15% off for your first year.
(37:54) CLA - Get started with CLA's CPAs, consultants, and wealth advisors now at https://claconnect.com/tech
*
Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
Substack: https://twistartups.substack.com
*
Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916
This Week in Startups is brought to you by…
Intercom. Intercom’s AI-first service is the best thing to happen to your customers since you. TWIST listeners can get 90% off Intercom’s platform at https://www.intercom.com/twist
Squarespace. Turn your idea into a new website! Go to http://www.Squarespace.com/TWIST for a free trial. When you’re ready to launch, use offer code TWIST to save 10% off your first purchase of a website or domain.
AssemblyAI. Get maximum value from voice data with AssemblyAI. Build powerful products and features for your end users on the industry’s leading speech-to-text models. Get 100 free hours to start building at https://www.assemblyai.com/twist
*
Todays show:
Anand Nandakumar joins Jason to discuss Halo Car’s technology (1:16), remote driving opportunities (12:07), the Cruise incident (35:17), and more!
*
Timestamps:
(0:00) Anand Nandakumar joins Jason
(1:16) Halo Car's technology and vision for the future
(7:36) Economics and challenges of remote driving services
(10:04) Intercom - TWIST listeners can get 90% off Intercom’s platform at https://www.intercom.com/twist
(12:07) Remote driving job opportunities and cost of living impacts
(14:30) Synergy of remote and self-driving technologies
(19:27) Autonomous vehicle adoption and industry challenges
(21:36) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at http://www.Squarespace.com/TWIST
(23:07) Economic challenges for autonomous vehicle companies
(30:47) Remote driving technology for consumers
(33:49) AssemblyAI - Get 100 free hours to start building at https://www.assemblyai.com/twist
(35:17) Regulatory issues and performance of autonomous vehicles in different weathers
(41:34) How to experience Halo Car's technology
*
Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.com/
Check out the TWIST500: twist500.com
*
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
*
Follow Anand:
LinkedIn: https://www.linkedin.com/in/anandnr
Check out: https://halo.car
*
Follow Jason:
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Thank you to our partners:
(10:04) Intercom - TWIST listeners can get 90% off Intercom’s platform at https://www.intercom.com/twist
(21:36) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at http://www.Squarespace.com/TWIST
(33:49) AssemblyAI - Get 100 free hours to start building at https://www.assemblyai.com/twist
*
Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
Substack: https://twistartups.substack.com
*
Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916
This Week in Startups is brought to you by…
Tech Domains. Don’t miss our “Jam Session with JCal” contest! To apply and get more details go to https://jamwithjcal.tech brought to you by .tech domains.
Vanta. Compliance and security shouldn't be a deal-breaker for startups to win new business. Vanta makes it easy for companies to get a SOC 2 report fast. TWiST listeners can get $1,000 off for a limited time at https://vanta.com/twist
OpenPhone. Create business phone numbers for you and your team that work through an app on your smartphone or desktop. TWiST listeners can get an extra 20% off any plan for your first 6 months at https://www.openphone.com/twist
*
Todays show:
Alex Wilhelm joins Jason to discuss news that a16z has built out a GPU cluster that it rents to its portfolio companies (4:22), Q2 venture trends (31:02), robotics startups (57:39), new TWIST500 companies (1:11:51), and more!
*
Timestamps:
(0:00) Jason and Alex kick off the show
(4:22) Venture capital firms building AI GPU clusters and a16z's “oxygen”
(10:09) .Tech Domains - Apply for the Jam Session with JCal contest today at https://jamwithjcal.tech
(11:13) Where this leads the industry
(20:21) Michael Ovitz's influence and venture capitalists' work ethic
(30:10) Vanta - Get $1000 off your SOC 2 at https://vanta.com/twist
(31:02) Q2 venture capital funding trends and strategies for struggling companies
(37:00) OpenPhone - Get 20% off your first six months at https://www.openphone.com/twist
(38:23) Global AI funding trends and current state of venture capital
(57:39) Teleoperation robots, remote work arbitrage, and ethical considerations
(1:11:51) Robotics companies' funding, the future of AI and robotics, and the TWIST500
*
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Check out the TWIST500: twist500.com
*
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
*
Mentioned on the show:
https://infogram.com/global-quarterly-ai-funding-through-q2-2024-1h0n25okznz5l4p
https://infogram.com/global-venture-dollar-volume-q2-2024-1hnp27eewj9on4g
https://www.cnn.com/2020/09/14/business/robots-japan-supermarkets-spc-intl/index.html
https://www.reddit.com/r/overemployed
https://www.athena.com/#Elite-Assistants
https://nypost.com/2024/04/09/us-news/nyc-restaurants-use-zoom-cashiers-from-philippines
*
Follow Alex:
LinkedIn: https://www.linkedin.com/in/alexwilhelm/
*
Follow Jason:
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Thank you to our partners:
(10:09) .Tech Domains - Apply for the Jam Session with JCal contest today at https://jamwithjcal.tech
(30:10) Vanta - Get $1000 off your SOC 2 at https://vanta.com/twist
(37:00) OpenPhone - Get 20% off your first six months at https://www.openphone.com/twist
*
Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
Substack: https://twistartups.substack.com
*
Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916
This Week in Startups is brought to you by…
NetSuite. The number one cloud financial system, bringing accounting, financial management, inventory, and HR, into ONE platform. Giving you ONE source of truth. By popular demand, NetSuite has extended its one-of-a-kind flexible financing program for a few more weeks! Head to http://www.NetSuite.com/twist
OpenPhone. Create business phone numbers for you and your team that work through an app on your smartphone or desktop. TWiST listeners can get an extra 20% off any plan for your first 6 months at https://www.openphone.com/twist
DevSquad. DevSquad helps startups design better products. If you need UI and UX expertise and don’t want to hire an entire design team, head to
http://devsquad.com/startups and book a call. Mention that you are coming from TWiST to get 10% off.
*
Todays show:
Sunny joins Jason to dive into all things AI, including the power of Claude Sonnet (6:49), the importance of “AI Native” workers (21:40), Luna Labs and their recent video that brings famous memes to life (36:40), and more!
*
Timestamps:
(0:00) Sunny joins Jason.
(2:26) Living in the toughest fundraising environment and the failure of Lina Khan.
(6:49) Let’s jump back into AI demos with Claude Sonnet.
(10:28) NetSuite - By popular demand, NetSuite has extended its one-of-a-kind flexible financing program for a few more weeks! Head to http://www.NetSuite.com/twist
(11:46) Real-world applications with Jason’s team.
(13:52) Firing up ChatGPT 4.o for results that are extra-ordinary.
(20:16) OpenPhone - Get 20% off your first six months at https://www.openphone.com/twist
(21:40) The importance of “AI Native” workers.
(23:50) Is Google search going backwards compared to the power of today’s AI models?
(28:24) DevSquad - Visit https://devsquad.com/startups, book a call, and mention TWIST for 10% off!
(30:11) The omnipresence of AI at home and with work teams.
(36:40) Sunny demos Luna Labs, including the recent creation of bringing famous memes to life in one killer video.
(40:17) Sunny demos Kling.
(43:33) Sunny shows us Qwen, what he calls the best open-sourced model.
(49:04) Sunny demos the voices of Cartesia AI.
*
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
*
LINKS:
Check out Min Choi’s Twitter post: https://x.com/minchoi/status/1807790101033890286
Check out Claude Sonnet: https://claude.ai/new
Check out Luma Labs: https://lumalabs.ai/dream-machine
Check out Kling: https://kling.kuaishou.com/
Check out Qwen: https://huggingface.co/spaces/Qwen/Qwen2-72B-Instruct
Check out Cartesia AI: https://play.cartesia.ai/
*
Follow Sunny:
X: https://twitter.com/sundeep
LinkedIn: https://www.linkedin.com/in/sundeepm
*
Follow Jason:
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Thank you to our partners: (10:28) NetSuite - By popular demand, NetSuite has extended its one-of-a-kind flexible financing program for a few more weeks! Head to http://www.NetSuite.com/twist
(20:16) OpenPhone - Get 20% off your first six months at https://www.openphone.com/twist
(28:24) DevSquad - Visit https://devsquad.com/startups, book a call, and mention TWIST for 10% off!
*
Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.com/
Check out the TWIST500: twist500.com
*
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
Substack: https://twistartups.substack.com
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
Intercom. Intercom’s AI-first service is the best thing to happen to your customers since you. TWIST listeners can get 90% off Intercom’s platform at https://www.intercom.com/twist
AssemblyAI. Get maximum value from voice data with AssemblyAI. Build powerful products and features for your end users on the industry’s leading speech-to-text models. Get 100 free hours to start building at https://www.assemblyai.com/twist
Vensure. Vensure is an HR firm that specializes in serving rapidly growing technology companies. Providing fully customized HR and benefit strategies designed to grow with their client’s needs. Visit http://Vensure.com today to schedule an HR evaluation, and learn how they can help you.
Todays show:
David Weisburd hosts Logan Allin, Neil Datta, and Jason Calacanis to discuss Vinod Khosla’s views on AI (1:13), Trumps H-1B policy (11:24), incorporation to funding stage (36:09), and more!
*
Timestamps:
(0:00) David Weisburd intros Logan Allin, Neil Datta, and Jason Calacanis
(2:57) Vinod Khosla's talk on AI at Collision Conference
(5:12) Tech regulation, AI, and M&A's impact on portfolios
(13:28) Intercom - TWIST listeners can get 90% off Intercom’s platform at intercom.com/TWIST
(14:58) Globalization and navigating AI in venture
(23:44) AssemblyAI - Get 100 free hours to start building at https://www.assemblyai.com/twist
(25:13) Trump's stance on H-1B visas and immigration policy
(42:19) Vensure - Visit http://Vensure.com today to schedule an HR evaluation, and learn how they can help you.
(43:37) Carta data on incorporation to funding stage
(54:34) Lighting round on recent investments
*
Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.com/
Check out the TWIST500: twist500.com
*
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
*
Follow Logan:
LinkedIn: https://www.linkedin.com/in/loganallin
Check out: https://fin.capital
*
Follow Neil:
LinkedIn: https://www.linkedin.com/in/neildatta
Check out: https://nkdadvisory.com
*
Follow Jason:
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Thank you to our partners:
(13:28) Intercom - TWIST listeners can get 90% off Intercom’s platform at https://www.intercom.com/twist
(23:44) AssemblyAI - Get 100 free hours to start building at https://www.assemblyai.com/twist
(42:19) Vensure - Visit http://Vensure.com today to schedule an HR evaluation, and learn how they can help you.
*
Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
Substack: https://twistartups.substack.com
*
Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916
This Week in Startups is brought to you by…
Lemon.io - Hire pre-vetted remote developers, get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
Eight Sleep. Good sleep is the ultimate game changer. The newest generation of the pod, the Pod 4 ultra has arrived. Head to https://www.eightsleep.com/twist and use code TWIST to get $350 off the Pod 4 Ultra.
Northwest Registered Agent. Northwest Registered Agent will form your business quickly and easily. In just 10 clicks and 10 minutes, set up your entire business identity—name, address, mail service, phone, email, website, and domain. For just $39 plus state fees, Northwest will handle your complete business identity. Visit http://northwestregisteredagent.com/twist today.
*
Todays show:
Alex Wilhelm joins Jason to discuss the weekend debate regarding MEI/DEI (12:12), Amazon buys Adept’s key talent (42:39), Chime buys Salt Labs (52:41), and more!
*
Timestamps:
(0:00) Jason and Alex kick off the show
(1:47) Weekend recap and political debate analysis
(10:50) Media's role in political coverage
(14:49 ) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
(16:12) The weekend debate regarding MEI/DEI and that TechCrunch article
(27:50) Eight Sleep - Head to https://www.eightsleep.com/twist and use code TWIST to get $350 off the Pod 4 Ultra.
(29:20) Discussion on DEI vs MEI and meritocracy in Silicon Valley
(41:10) Northwest Registered Agent - For just $39 plus state fees, Northwest will handle your complete business identity. Visit https://www.northwestregisteredagent.com/twist today.
(42:39) Amazon buys Adept’s key talent
(52:20) Chime's acquisition of Salt Labs
(1:16:12) Challenges and strategies for EdTech companies
*
Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.com/
Check out the TWIST500: twist500.com
*
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
*
Mentioned on the show:
https://techcrunch.com/2010/09/21/so-a-blogger-walks-into-a-bar
https://x.com/alexandr_wang/status/1801331034916851995
https://techcrunch.com/2024/06/28/amazon-hires-founders-away-from-ai-startup-adept
https://techcrunch.com/2024/03/21/microsoft-inflection-ai-investors-reid-hoffman-bill-gates
https://www.youtube.com/watch?v=kna9E_3kFF0
https://www.chime.com/blog/chime-acquires-enterprise-employee-rewards-company-salt-labs
*
Follow Alex:
LinkedIn: https://www.linkedin.com/in/alexwilhelm/
*
Follow Jason:
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Thank you to our partners:
(14:49) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
(27:50) Eight Sleep - Head to https://www.eightsleep.com/twist and use code TWIST to get $350 off the Pod 4 Ultra.
(41:10) Northwest Registered Agent - For just $39 plus state fees, Northwest will handle your complete business identity. Visit https://www.northwestregisteredagent.com/twist today.
*
Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
Substack: https://twistartups.substack.com
*
Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916
This Week in Startups is brought to you by…
OpenPhone. Create business phone numbers for you and your team that work through an app on your smartphone or desktop. TWiST listeners can get an extra 20% off any plan for your first 6 months at https://www.openphone.com/twist
Eight Sleep. Good sleep is the ultimate game changer. The newest generation of the pod, the Pod 4 ultra has arrived. Head to https://www.eightsleep.com/twist and use code TWIST to get $350 off the Pod 4 Ultra.
DevSquad. Most dev agencies only offer developers. Why? Because product management is hard. Get an entire product team for the cost of one US developer plus 10% off at http://devsquad.com/twist.
*
Todays show:
David Weisburd hosts Konstantine Buhler, Ana Marshall, and Jason Calacanis to discuss VCs not raising new funds (3:04), Cisco's $1 billion AI fund (31:36), and more!
*
Timestamps:
(0:00) David Weisburd intros Konstantine Buhler, Ana Marshall, and Jason Calacanis
(3:04) VCs not raising new funds, market impact, and the current state of venture capital
(5:32) Challenges for new fund managers, power laws, and investment strategies
(10:38) OpenPhone - Get 20% off your first six months at https://www.openphone.com/twist
(12:01) Capital deployment, returns, and portfolio assessment
(17:28) Emerging managers and market trends
(29:57) Eight Sleep - Head to https://www.eightsleep.com/twist and use code TWIST to get $350 off the Pod 4 Ultra.
(31:36) Cisco's $1 billion AI fund
(40:06) DevSquad - Get an entire product team for the cost of one US developer plus 10% off at http://devsquad.com/twist
(41:21) AI applications and business models
(50:27) Investment strategies for M&A vs. IPO
(53:19) Lightning round on latest investments
*
Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.com/
Check out the TWIST500: twist500.com
*
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
*
Follow Konstantine:
LinkedIn: https://www.linkedin.com/in/konstantinebuhler
Check out: https://www.sequoiacap.com
*
Follow Ana:
LinkedIn: https://www.linkedin.com/in/ana-marshall-b072136
Check out: https://hewlett.org
*
Follow David:
X: https://twitter.com/DWeisburd
LinkedIn: https://www.linkedin.com/in/dweisburd
Check out: https://10xcapital.com
*
Follow Jason:
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Thank you to our partners:
(10:38) OpenPhone - Get 20% off your first six months at https://www.openphone.com/twist
(29:57) Eight Sleep - Head to https://www.eightsleep.com/twist and use code TWIST to get $350 off the Pod 4 Ultra.
(40:06) DevSquad - Get an entire product team for the cost of one US developer plus 10% off at http://devsquad.com/twist
*
Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
Substack: https://twistartups.substack.com
*
Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916
This Week in Startups is brought to you by…
LinkedIn Jobs. A business is only as strong as its people, and every hire matters. Go to https://www.linkedin.com/twist to post your first job for free. Terms and conditions apply.
Squarespace. Turn your idea into a new website! Go to http://www.Squarespace.com/TWIST for a free trial. When you’re ready to launch, use offer code TWIST to save 10% off your first purchase of a website or domain.
Northwest Registered Agent. Northwest Registered Agent will form your business quickly and easily. In just 10 clicks and 10 minutes, set up your entire business identity—name, address, mail service, phone, email, website, and domain. For just $39 plus state fees, Northwest will handle your complete business identity. Visit http://northwestregisteredagent.com/twist today.
*
Timestamps:
(0:00) Jason and Alex kick off the show!
(2:11) Ai generated memes.
(7:36) The butler experiences.
(9:59) LinkedIn Jobs - Post your first job for free at https://www.linkedin.com/twist
(11:52) The Texan stock exchange.
(21:03) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at http://www.Squarespace.com/TWIST
(25:14) Circle’s pending IPO.
(30:05) Northwest Registered Agent - For just $39 plus state fees, Northwest will handle your complete business identity. Visit https://www.northwestregisteredagent.com/twist today.
(31:46) Alex breaks down some amazing details around stable-coins like Tether and crypto companies like CoinBase and Circle.
*
Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.com/
Check out the TWIST500: twist500.com
*
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
*
Mentioned on the show:
(links)
*
Follow Alex:
LinkedIn: https://www.linkedin.com/in/alexwilhelm/
*
Follow Jason:
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Thank you to our partners:
(9:59) LinkedIn Jobs - Post your first job for free at https://www.linkedin.com/twist
(21:03) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at http://www.Squarespace.com/TWIST
(30:05) Northwest Registered Agent - For just $39 plus state fees, Northwest will handle your complete business identity. Visit https://www.northwestregisteredagent.com/twist today.
*
All rights for the video shared and linked below belong to the original copyright holder, and we are using the footage under the principle of fair use.
*
Great TWIST interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
Substack: https://twistartups.substack.com
*
Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916
This Week in Startups is brought to you by…
LinkedIn Ads. To redeem a $100 LinkedIn ad credit and launch your first campaign, go to http://www.linkedin.com/thisweekinstartups
Vanta. Compliance and security shouldn't be a deal-breaker for startups to win new business. Vanta makes it easy for companies to get a SOC 2 report fast. TWiST listeners can get $1,000 off for a limited time at http://www.vanta.com/twist
Lemon.io. Hire pre-vetted remote developers, get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
*
Todays show:
Alex Wilhelm joins Jason to discuss the most incredible new ride Jason has ever seen (9:02), Jason’s recent Donald Trump interview (14:49), JCal becoming a meme (36:34), and more!
*
Timestamps:
(0:00) Jason and Alex kick off the show
(2:38) Club 33 at Disney.
(9:02) The most incredible new ride Jason has ever seen.
(10:43) LinkedIn Ads - Get a $100 LinkedIn ad credit at http://www.linkedin.com/thisweekinstartups
(14:49) A look at the Donald Trump interview on All In.
(19:54) Vanta - Get $1000 off your SOC 2 at http://www.vanta.com/twist
(30:45) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
(36:34) JCal became a meme!
(37:15) The gentleman’s RIF and the status of remote workers. (48:26) New air taxi plan from Archer.
*
Subscribe to the TWiST newsletter: https://www.ticker.thisweekinstartups.com
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Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
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Mentioned on the show:
Check out the Donald Trump interview: https://www.youtube.com/watch?v=blqIZGXWUpU
Check out Disney’s Club 33: http://www.disneylandclub33.com/#google_vignette
Check out Archer: https://news.archer.com/archer-san-francisco-air-mobility-network-connecting-five-locations-across-bay-area-kilroy-oyster-point
Check out Joby Aviation: https://www.jobyaviation.com/
Check out Dell article: https://www.reddit.com/r/technology/comments/1dl16s2/nearly_half_of_dell_workers_opt_for_fulltime/
Check out Athena: https://www.athenago.com/
*
Follow Alex:
LinkedIn: https://www.linkedin.com/in/alexwilhelm/
*
Follow Jason:
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Thank you to our partners:
(10:43) LinkedIn Ads - Get a $100 LinkedIn ad credit at http://www.linkedin.com/thisweekinstartups
(19:54) Vanta - Get $1000 off your SOC 2 at http://www.vanta.com/twist
(30:45) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
*
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
DevSquad - Most dev agencies only offer developers. Why? Because product management is hard. Get an entire product team for the cost of one US developer plus 10% off at http://devsquad.com/twist.
Oracle - Oracle Cloud Infrastructure, or OCI, is a single platform for your infrastructure, database, application development, and AI needs. Take a free test drive of OCI at https://www.oracle.com/twist.
AssemblyAI - Get maximum value from voice data with AssemblyAI. Build powerful products and features for your end users on the industry’s leading speech-to-text models. Get 100 free hours to start building at https://www.assemblyai.com/twist
*
Timestamps:
(0:00) Dan Senor joins guest host Mark Suster.
(10:45) DevSquad - Get an entire product team for the cost of one US developer plus 10% off at http://devsquad.com/twist
(19:28) Oracle - Take a free test drive of OCI at https://www.oracle.com/twist.
(30:39) AssemblyAI - Maximum value from voice data and AI. Get 100 free hours to start building at https://www.assemblyai.com/twist
*
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
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Check out Dan’s podcast “Call Me Back”: https://podcasts.apple.com/ca/podcast/call-me-back-with-dan-senor/id1539292794
Check out Start-Up Nation Central: https://startupnationcentral.org/
*
Follow Dan:
LinkedIn: https://www.linkedin.com/in/dan-senor/
*
Follow Mark:
X: https://twitter.com/msuster
LinkedIn: https://www.linkedin.com/in/marksuster/
*
Thank you to our partners:
(10:45) DevSquad - Get an entire product team for the cost of one US developer plus 10% off at http://devsquad.com/twist
(19:28) Oracle - Take a free test drive of OCI at https://www.oracle.com/twist.
(30:39) AssemblyAI - Maximum value from voice data and AI. Get 100 free hours to start building at https://www.assemblyai.com/twist
*
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
Coda. Coda empowers your startup by bringing words, tables, and teams together. Strategize, plan, and track goals effectively with all your valuable data in one place. Go to https://www.coda.io/twist to get started for FREE and get 6 free months of the Team plan.
OpenPhone. Create business phone numbers for you and your team that work through an app on your smartphone or desktop. TWiST listeners can get an extra 20% off any plan for your first 6 months at https://www.openphone.com/twist
Vanta. Compliance and security shouldn't be a deal-breaker for startups to win new business. Vanta makes it easy for companies to get a SOC 2 report fast. TWiST listeners can get $1,000 off for a limited time at http://www.vanta.com/twist
*
Todays show:
Alex leads us into two great talks from Liquidity Summit 2024. First we have Sky Dayton’s “Aviation Safety, Air Taxis and the Future of Flight” (3:28), followed by Mike Jones’ with “Lessons in Brand Building” (24:14)
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Timestamps:
(0:00) Teaser of both speakers.
(1:33) Alex kicks off the show.
(3:28) Sky Dayton’s talk “Aviation Safety, Air Taxis and the Future of Flight”.
(11:03) Coda - Empower your startup with Coda’s Team plan for free—get 6 months at https://www.Coda.io/twist
(20:45) OpenPhone - Get 20% off your first six months at https://www.openphone.com/twist
(24:14) Mike Jones’ talk “Lessons in Brand Building”
(30:17) Vanta - Get $1000 off your SOC 2 at http://www.vanta.com/twist
(44:30) Wrap up with Alex.
*
Subscribe to the TWiST newsletter: https://www.ticker.thisweekinstartups.com
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Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
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Check out Science Inc.: https://www.science-inc.com/
Check out Joby Aviation: https://www.jobyaviation.com/
*
Follow Sky:
LinkedIn: https://www.linkedin.com/in/skydayton/
*
Follow Mike:
LinkedIn: https://www.linkedin.com/in/mjones/
*
Follow Alex:
LinkedIn: https://www.linkedin.com/in/alexwilhelm/
*
Follow Jason:
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Thank you to our partners:
(11:03) Coda - Empower your startup with Coda’s Team plan for free—get 6 months at https://www.Coda.io/twist
(20:45) OpenPhone - Get 20% off your first six months at https://www.openphone.com/twist
(30:17) Vanta - Get $1000 off your SOC 2 at http://www.vanta.com/twist
*
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
Vanta. Compliance and security shouldn't be a deal-breaker for startups to win new business. Vanta makes it easy for companies to get a SOC 2 report fast. TWiST listeners can get $1,000 off for a limited time at http://www.vanta.com/twist
.Tech Domains - Don’t miss our “Jam Session with JCal” contest, coming soon! To apply and get more details go to https://jamwithjcal.tech brought to you by .tech domains.
Lemon.io - Hire pre-vetted remote developers, get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
*
Todays show:
Alex Wilhelm joins Jason to discuss Nvidia's rise as the most valuable company (2:34), the GLP-1 phenomenon (11:50), the FTC suing Adobe (34:21), new TWIST500 companies (47:09), and more!
*
Timestamps:
(0:00) Jason and Alex kick off the show
(2:34) Nvidia's rise as the most valuable company
(10:58) Vanta - Get $1000 off your SOC 2 at http://www.vanta.com/twist
(11:50) Eli Lilly and the GLP-1 Phenomenon
(23:42) .Tech Domains - Apply for the Jam Session with JCal contest today at https://jamwithjcal.tech
(25:08) Telehealth and its future
(33:00) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
(34:21) FTC sues Adobe
(47:09) New TWIST500 Companies
(1:18:22) Would Amazon buy TikTok?
*
Subscribe to the TWiST newsletter: https://www.ticker.thisweekinstartups.com
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Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
*
Mentioned on the show:
https://companiesmarketcap.com
https://www.wsj.com/health/pharma/david-ricks-eli-lilly-ceo-a67f90d7
https://www.justice.gov/opa/media/1356176/dl?inline
https://www.sec.gov/Archives/edgar/data/1997859/000119312524162032/d396527ds1a.htm
https://www.color.com/blog/colors-copilot-and-partnership-with-openai
https://leginfo.legislature.ca.gov/faces/billTextClient.xhtml?bill_id=202120220AB390
https://www.royalroad.com/home
https://www.ft.com/content/e33cb565-6d44-4f9a-9105-f3afc03aa732
*
New TWIST500 companies:
*
Follow Alex:
LinkedIn: https://www.linkedin.com/in/alexwilhelm/
*
Follow Jason:
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Thank you to our partners:
(11:58) Vanta - Get $1000 off your SOC 2 at http://www.vanta.com/twist
(23:42) .Tech Domains - Apply for the Jam Session with JCal contest today at https://jamwithjcal.tech
(33:00) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
*
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
Squarespace. Turn your idea into a new website! Go to http://www.Squarespace.com/TWIST for a free trial. When you’re ready to launch, use offer code TWIST to save 10% off your first purchase of a website or domain.
LinkedIn Ads. To redeem a $100 LinkedIn ad credit and launch your first campaign, go to http://www.linkedin.com/thisweekinstartups
Mercury. With Mercury, you can simplify your financial operations with banking and software that power your critical financial workflows, all within the one thing every business needs, a bank account. And with new bill pay and accounting integrations, you can pay bills faster and stay in control of company spend. Apply in minutes at https://www.Mercury.com
*
Todays show:
Alex Wilhelm joins Jason to discuss woke Google Maps (1:57), Bilt & Wells Fargo dynamics (16:20), AI progress in China and Japan (32:00), and more!
*
Timestamps:
(0:00) Jason and Alex kick off the show
(1:57) Woke Google Maps
(9:44) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at http://www.Squarespace.com/TWIST
(16:20) Bilt and Wells Fargo fintech dynamics
(17:00) CNBC interview with Bilt founder Ankur Jain
(25:50) LinkedIn Ads - Get a $100 LinkedIn ad credit at http://www.linkedin.com/thisweekinstartups
(32:00) AI progress in China and Japan
(39:41 ) Mercury - Join 200K startups who use Mercury to operate at their best at http://www.mercury.com
(45:09) Defining AGI and its implications
(49:06) McDonald's AI ordering systems and their challenges
(1:04:37) Audience question on EU's AI Act and its impact on startups
*
Subscribe to the TWiST newsletter: https://www.ticker.thisweekinstartups.com
*
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
*
Mentioned on the show:
https://www.ft.com/content/357f3c68-b866-4c2e-b678-0d075051a260
*
Follow Alex:
LinkedIn: https://www.linkedin.com/in/alexwilhelm/
*
Follow Jason:
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Thank you to our partners:
(9:44) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at http://www.Squarespace.com/TWIST
(25:50) LinkedIn Ads - Get a $100 LinkedIn ad credit at http://www.linkedin.com/thisweekinstartups
(39:41 ) Mercury - Join 200K startups who use Mercury to operate at their best at http://www.mercury.com
*
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
Oracle - Oracle Cloud Infrastructure, or OCI, is a single platform for your infrastructure, database, application development, and AI needs. Take a free test drive of OCI at https://www.oracle.com/twist.
DevSquad - Most dev agencies only offer developers. Why? Because product management is hard. Get an entire product team for the cost of one US developer plus 10% off at http://www.devsquad.com/twist.
LinkedIn Ads - To redeem a $100 LinkedIn ad credit and launch your first campaign, go to http://www.linkedin.com/thisweekinstartups
*
Todays show:
Will Guidara joins Jason to discuss the book Unreasonable Hospitality and how it relates to all businesses including startups (3:44), Will’s annual “The Welcome Conference” in NY (14:32), how the show The Bear lifted Will’s ‘NY street hotdog’ story and made it their own - which then led to his involvement with future seasons (36:19), and more!
*
Timestamps:
(0:00) Will Guidara of Unreasonable Hospitality joins Jason.
(3:44) Important premises from the book Unreasonable Hospitality and how it relates to all businesses including startups.
(6:26) Will explains how it felt to see parts from his book appear on the hit show The Bear.
(8:13) Iconic examples of hospitality and how it can turn customers into advocates for your brand.
(10:04) Oracle - Take a free test drive of OCI at https://www.oracle.com/twist.
(11:08) Powerful examples of going above and beyond for your customer.
(14:32) Will’s annual “The Welcome Conference” in NY.
(20:57) DevSquad - Get an entire product team for the cost of one US developer plus 10% off at http://www.devsquad.com/twist
(22:13) Jason shares an anecdote of how he helps others.
(24:17) Will and Jason riff on interesting examples of unreasonable hospitality, including one that should exist for airplane passengers.
(30:44) LinkedIn Ads - Get a $100 LinkedIn ad credit at http://www.linkedin.com/thisweekinstartups
(32:12) A perspective shift that changes the value of call centers.
(36:03) How the show The Bear lifted Will’s ‘NY street hotdog’ story and made it their own - leading to his involvement for future seasons.
(40:21) Will feels that The Bear was able to craft and articulate his message spot on in one of their best episodes.
(42:22) How to gain from the addictive personality traits in the restaurant business.
(51:15) The “Chicken for Two” at the NoMad hotel.
(53:31) Breaking down the state of tipping culture and how its removal from Eleven Madison Park was highly successful.
*
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
*
Check out Unreasonable Hospitality: https://www.unreasonablehospitality.com/
Sign up for Will’s newsletter: https://www.unreasonablehospitality.com/newsletter
Check out “The Welcome Conference”: https://www.thewelcomeconference.com/
Check out Will’s hospitality agency “Thank You”: https://www.thankyou.nyc/
*
Follow Will:
LinkedIn: https://www.linkedin.com/in/willguidara/
*
Follow Jason:
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Thank you to our partners:
(10:04) Oracle - Take a free test drive of OCI at https://www.oracle.com/twist.
(20:57) DevSquad - Get an entire product team for the cost of one US developer plus 10% off at http://www.devsquad.com/twist
(30:44) LinkedIn Ads - Get a $100 LinkedIn ad credit at http://www.linkedin.com/thisweekinstartups
*
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
Eight Sleep. Good sleep is the ultimate game changer. The newest generation of the pod, the Pod 4 ultra has arrived. Head to https://www.eightsleep.com/twist and use code TWIST to get $350 off the Pod 4 Ultra.
Zendesk. The best customer experiences are built with Zendesk. Qualifying startups can join their Startup program and get Zendesk products free, for six months! Visit http://www.zendesk.com/twist today to get started.
CLA. Innovation takes balance. CLA's CPAs, consultants, and wealth advisors can help you get from startup to where you want to end up. Get started now at https://www.claconnect.com/tech
*
Todays show:
Alex Wilhelm joins Jason to discuss Waymo crash implications (3:53), Apple's AI announcements post-WWDC (17:17), inflation cooldown (27:21), and more!
*
Timestamps:
(0:00) Jason and Alex kick off the show
(3:53) How Waymo handled a crash and self-driving car standards
(8:08) Eight Sleep - Head to https://www.eightsleep.com/twist and use code TWIST to get $350 off the Pod 4 Ultra.
(10:04) Car safety technology
(17:17) Apple's AI announcements and stock impact
(25:41) Zendesk - Get six months free at
(27:21) Inflation update: Recent CPI data and its implications
(33:34) High interest rate environment and venture capital
(40:48) CLA - Get started with CLA's CPAs, consultants, and wealth advisors now at https://claconnect.com/tech
(42:12) 10 companies most likely to IPO
*
Subscribe to the TWiST newsletter: https://www.ticker.thisweekinstartups.com
*
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
*
Mentioned on the show:
https://www.reddit.com/r/SelfDrivingCars/comments/1cxo27o/waymo_car_crashes_into_pole/
https://www.theverge.com/2024/6/12/24175489/waymo-recall-telephone-poll-crash-phoenix-software-map
https://techcrunch.com/2024/02/13/waymo-recall-crash-software-self-driving-cars/
https://techcrunch.com/2024/06/12/waymo-second-robotaxi-recall-autonomous-vehicle/
https://www.cnbc.com/quotes/AAPL?qsearchterm=aapl
https://www.bls.gov/news.release/cpi.nr0.htm
https://x.com/ashugarg/status/1800658425040253309
https://www.cnbc.com/quotes/US2Y
https://kalshi.com/markets/ratecutcount/number-of-rate-cuts#ratecutcount-24dec31
https://www.cnbc.com/2024/06/12/fed-meeting-today-on-interest-rate.html
https://www.crunchbase.com/organization/databricks
https://www.crunchbase.com/organization/gusto
https://archive.is/fGJav#selection-2217.0-2226.0
https://www.crunchbase.com/organization/shein-b79e
https://www.crunchbase.com/organization/turo
*
Follow Alex:
LinkedIn: https://www.linkedin.com/in/alexwilhelm/
*
Follow Jason:
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Thank you to our partners:
(8:08) Eight Sleep - Head to https://www.eightsleep.com/twist and use code TWIST to get $350 off the Pod 4 Ultra.
(25:41) Zendesk - Get six months free at http://www.zendesk.com/twist
(40:48) CLA - Get started with CLA's CPAs, consultants, and wealth advisors now at https://claconnect.com/tech
*
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
Squarespace. Turn your idea into a new website! Go to http://www.Squarespace.com/TWIST for a free trial. When you’re ready to launch, use offer code TWIST to save 10% off your first purchase of a website or domain.
LinkedIn Jobs. A business is only as strong as its people, and every hire matters. Go to https://www.linkedin.com/twist to post your first job for free. Terms and conditions apply.
The Equinix Startup program offers a hybrid infrastructure solution for startups, including up to $100K in credits and personalized consultations and guidance from the Equinix team. Go to https://www.equinixstartups.com to apply today.
*
Timestamps:
(0:00) Jason and Alex kick off the show
(1:50) Jumping into the keynote from Apple and whether or not it impressed.
(5:24) “Apple Intelligence” has landed!
(8:32) Reactions to the new Siri.
(10:00) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at http://www.Squarespace.com/TWIST
(12:42) The importance of Apple’s addition of “on-screen awareness”.
(16:30) Breakdown of Apple’s use of data with their AI.
(19:48) LinkedIn Jobs - Post your first job for free at https://www.linkedin.com/twist
(23:53) ChatGPT’s integration with Siri.
(26:32) Unpacking the “free” use of ChatGPT with Apple products.
(30:01) Equinix - Join the Equinix Startup Program for up to $100K in credits and much more at https://deploy.equinix.com/startups
(31:07) Discussing the relationships between OpenAI and Microsoft and now Apple.
(34:44) More “ooohs” and “ahhhs” from Apple’s new Image Playground.
(40:25) Jason breaks down other key announcements from WWDC 2024 including a password manager and Apple TV’s new “Insights”.
*
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
*
Links:
Watch Apple’s WWDC 2024 Keynote: https://developer.apple.com/videos/play/wwdc2024/101/
Article on Fearless Fund: https://www.bloomberg.com/opinion/articles/2024-06-06/the-fearless-fund-should-keep-fighting-racism-in-venture-capital
*
Follow Alex:
LinkedIn: https://www.linkedin.com/in/alexwilhelm/
*
Follow Jason:
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Thank you to our partners:
(10:00) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at http://www.Squarespace.com/TWIST
(19:48) LinkedIn Jobs - Post your first job for free at https://www.linkedin.com/twist
(30:01) Equinix - Join the Equinix Startup Program for up to $100K in credits and much more at https://deploy.equinix.com/startups
*
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
Attio. A radically new CRM for the next era of companies. Head to https://attio.com/twist to get 15% off for your first year.
OpenPhone. Create business phone numbers for you and your team that work through an app on your smartphone or desktop. TWiST listeners can get an extra 20% off any plan for your first 6 months at https://www.openphone.com/twist
.Tech Domains - Don’t miss our “Jam with JCal” contest! To apply and get more details go to https://www.jamwithjcal.tech brought to you by .tech domains.
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Todays show:
Alex Wilhelm joins Jason to discuss concerns about the app "Fizz" (12:24), the state of seed (31:35), the first TWIST500 startups (58:58), and more!
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Timestamps:
(0:00) Jason and Alex kick off the show
(11:15) Attio - Head to https://attio.com/twist to get 15% off for your first year.
(12:24) Concerns about the app "Fizz" and the use of anonymity in social media apps
(19:14) The impact of anonymous apps on society, parenting concerns, and the responsibility of investors in harmful tech startups
(23:16) The case for banning smartphones in schools
(30:19) OpenPhone - Get 20% off your first six months at https://www.openphone.com/twist
(31:35) The state of seed
(35:33) Impact of AI on startup efficiency
(38:17) .Tech Domains - Apply for the “Jam with JCal” contest today at https://www.jamwithjcal.tech
(39:45) The variety of seed deals
(45:13) How to leave and join a rival company legally
(58:58) The first TWIST500 startups
(1:05:48) Impact of AI on journalism and media companies
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Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
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Mentioned on the show:
https://www.businessinsider.com/gen-z-fizz-app-anonymous-messaging-cyber-bullying-vermont-2024-6
https://x.com/JonHaidt/status/1799525595509850522
https://techcrunch.com/2017/04/28/yik-yak-shuts-down-after-square-paid-1-million-for-its-engineers/
https://x.com/Jason/status/1799868195899376014/photo/1
https://x.com/dhh/status/1799427898652389827
https://ticker.thisweekinstartups.com/
*
Follow Alex:
LinkedIn: https://www.linkedin.com/in/alexwilhelm/
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Follow Jason:
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
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Thank you to our partners:
(11:15) Attio - Head to https://attio.com/twist to get 15% off for your first year.
(30:19) OpenPhone - Get 20% off your first six months at https://www.openphone.com/twist
(38:17) .Tech Domains - Apply for the “Jam with JCal” contest today at https://www.jamwithjcal.tech
*
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
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Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
LinkedIn Ads - To redeem a $100 LinkedIn ad credit and launch your first campaign, go to http://www.linkedin.com/thisweekinstartups
.Tech Domains - Don’t miss our “Jam with JCal” contest! To apply and get more details go to https://www.jamwithjcal.tech brought to you by .tech domains.
Northwest Registered Agent - Northwest Registered Agent will form your business quickly and easily. In just 10 clicks and 10 minutes, set up your entire business identity—name, address, mail service, phone, email, website, and domain. For just $39 plus state fees, Northwest will handle your complete business identity. Visit https://www.northwestregisteredagent.com/twist today.
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Todays show:
Intercom’s Eoghan McCabe joins Jason to discuss: the state of the business at Intercom and his return as CEO (8:33), the future of customer service with AI (24:28), what makes a great manager (59:36), and more!
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Timestamps:
(0:00) Intercom’s Eoghan McCabe joins Jason. (1:50) Family history of the two McCabe’s: Jason and Eoghan. (5:49) The kindness and dedication of Intercom’s co-founder Des Traynor. (8:33) What Intercom is, the state of the business and Eoghan’s return as CEO. (10:41) LinkedIn Ads - Get a $100 LinkedIn ad credit at http://www.linkedin.com/thisweekinstartups (12:37) Looking at overlap and adjacencies when you are building SaaS products. (16:36) The brilliance of the pre-seed pricing model, and is it broken? (19:47) .Tech Domains - Apply for the “Jam with JCal” contest today at https://www.jamwithjcal.tech (22:16) What is next for companies with. SaaS-based pricing. (24:28) The future of customer service and AI. (30:30) Northwest Registered Agent - For just $39 plus state fees, Northwest will handle your complete business identity. Visit https://www.northwestregisteredagent.com/twist today. (36:09) Expectations from AI one year from now. (45:23) Breaking down the negative press and social reaction to the Humane Pin. (52:34) What the world will look like as conversational AI develops. (59:36) What makes a great manager and the “return of the king” at Intercom.
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Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
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Check out Intercom: https://www.intercom.com/
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Follow Eoghan:
LinkedIn: https://www.linkedin.com/in/eoghanmccabe/
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Follow Jason:
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
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Thank you to our partners:
(10:41) LinkedIn Ads - Get a $100 LinkedIn ad credit at http://www.linkedin.com/thisweekinstartups
(19:47) .Tech Domains - Apply for the “Jam with JCal” contest today at https://www.jamwithjcal.tech
(30:30) Northwest Registered Agent - For just $39 plus state fees, Northwest will handle your complete business identity. Visit https://www.northwestregisteredagent.com/twist today.
*
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
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Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
Vanta - Compliance and security shouldn't be a deal-breaker for startups to win new business. Vanta makes it easy for companies to get a SOC 2 report fast. TWiST listeners can get $1,000 off for a limited time at http://www.vanta.com/twist
Oracle - Oracle Cloud Infrastructure, or OCI, is a single platform for your infrastructure, database, application development, and AI needs. Take a free test drive of OCI at https://www.oracle.com/twist.
Mercury - With Mercury, you can simplify your financial operations with banking and software that power your critical financial workflows, all within the one thing every business needs, a bank account. And with new bill pay and accounting integrations, you can pay bills faster and stay in control of company spend. Apply in minutes at https://www.Mercury.com
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Todays show:
Kirsten Green joins guest host Mark Suster to discuss Forerunner’s framework on making investments (8:33), how AI will change how consumer companies and applications are built (16:28), cultural shifts that are investable (33:38), and more!
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Timestamps:
(0:00) Kirsten Green joins guest host Mark Suster.
(2:49) Kirsten’s advice to stand out in consumer venture with only seven percent of VC dollars being allocated to consumer.
(8:33) Forerunner’s framework on making investments.
(11:16) Vanta - Get $1000 off your SOC 2 at http://www.vanta.com/twist
(12:09) The value of searching for where businesses are missing the mark, and the “wow” factor of the Oura Ring.
(16:28) How AI will change how consumer companies and applications are built
(19:46) Oracle - Take a free test drive of OCI at https://www.oracle.com/twist.
(20:50) The current state of the consumer search experience and the power of personalization that AI can bring.
(24:16) The disruptive lesson from mobile and the next level of being context aware.
(28:24) Mercury - Join 200K startups who use Mercury to operate at their best at http://www.mercury.com
(31:57) Forerunner Ventures lives within the intersection of invention and culture.
(33:38) Cultural shifts that are investable.
(36:36) The consumer shift from large to small screen.
(40:42) The importance of the mix between direct and indirect revenue.
(42:32) Discussing the relevance of “freemium”.
(55:48) What the exit environment is like going forward.
(1:02:55) What will it take to bring back the small and mid-cap market?
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Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
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Check out Forerunner Ventures: https://www.forerunnerventures.com/
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Follow Kirsten:
X: https://x.com/kirstenagreen
LinkedIn: https://www.linkedin.com/in/kirstengreen/
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Follow Mark:
X: https://twitter.com/msuster
LinkedIn: https://www.linkedin.com/in/marksuster/
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Thank you to our partners:
(11:16) Vanta - Get $1000 off your SOC 2 at http://www.vanta.com/twist
(19:46) Oracle - Take a free test drive of OCI at https://www.oracle.com/twist.
(28:24) Mercury - Join 200K startups who use Mercury to operate at their best at http://www.mercury.com
*
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
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Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
OpenPhone. Create business phone numbers for you and your team that work through an app on your smartphone or desktop. TWiST listeners can get an extra 20% off any plan for your first 6 months at https://www.openphone.com/twist
Squarespace. Turn your idea into a new website! Go to http://www.Squarespace.com/TWIST for a free trial. When you’re ready to launch, use offer code TWIST to save 10% off your first purchase of a website or domain.
Lemon.io - Hire pre-vetted remote developers, get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
Todays show:
Base Power’s Justin Lopas joins Jason to discuss the critical link between energy availability and GDP per capita, focusing on Texas' deregulated energy market and recent power outages (2:16). They also dive into ERCOT's role (7:40), dynamic grid pricing (20:04), batteries' potential for grid resilience (23:09), and more!
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Timestamps:
(0:00) Base Power’s Justin Lopas joins Jason
(2:16) Discussion on Texas energy grid and recent power outages
(5:34) Deregulated energy market in Texas
(7:40) How the Texas grid works and the role of ERCOT
(9:35) OpenPhone - Get 20% off your first six months at https://www.openphone.com/twist
(10:50) Issues with the Texas energy system, power outages, and comparison with California's energy issues
(20:04) Dynamic grid pricing in Texas
(23:08) ERCOT's procedures during overload conditions and the role of batteries in grid resilience
(25:39) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at http://www.Squarespace.com/TWIST
(30:40) Cost comparison with Tesla Powerwalls
(36:09) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
(45:12) Current deployment status, operational challenges, and regulatory challenges in the energy market
(50:32) Proposal for trusted vendor programs and preferred vendor status
(1:03:41) Correlation between energy availability and GDP per capita
(1:04:19) Solving the energy problem to boost human prosperity
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Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
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Check out Base Power: https://www.basepowercompany.com
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Follow Justin:
LinkedIn: https://www.linkedin.com/in/justinlopas
*
Follow Jason:
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
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Thank you to our partners:
(9:35) OpenPhone - Get 20% off your first six months at https://www.openphone.com/twist
(25:39) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at http://www.Squarespace.com/TWIST
(36:09) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
*
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
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Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
Eight Sleep. Good sleep is the ultimate game changer.
The newest generation of the pod, the Pod 4 ultra has arrived.
Head to eightsleep.com/twist and use code TWIST to get $350 off the Pod 4 Ultra.
Mercury. With Mercury, you can simplify your financial operations with banking and software that power your critical financial workflows, all within the one thing every business needs, a bank account. And with new bill pay and accounting integrations, you can pay bills faster and stay in control of company spend. Apply in minutes at https://www.Mercury.com
Northwest Registered Agent. Start your business fast and secure with Northwest Registered Agent! In just 10 clicks and 10 minutes, set up your entire business identity - name, address, mailservice, phone, email, website, and domain. Everything You Need to Launch Your Business in Minutes! For $39 business formation visit https://www.northwestregisteredagent.com/twist
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Todays show:
Steve Jurvetson and Gerard Barron join Jason to discuss the growth and challenges of the EV market (1:50). Then, they discuss TMC’s involvement in polymetallic nodules and robotic vacuuming for ocean nodules (15:34), the geopolitical aspects of deep-sea mining (40:50), and AI’s impact on technology (52:01).
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Timestamps:
(0:00) Steve Jurvetson and Gerard Barron join Jason
(1:50) EV market growth and challenges
(2:42) The mission of The Metals Company
(5:54) Gerard Barron explains polymetallic nodules
(13:59) Eight Sleep - Head to https://www.eightsleep.com/twist and use code TWIST to get $350 off the Pod 4 Ultra.
(15:34) Robotic vacuuming and ocean nodules
(19:17) Environmentalists' perspectives on ocean mining
(28:16) Mercury - Join 200K startups who use Mercury to operate at their best at http://mercury.com
(29:47) Deep dive into VC with Steve Jurvetson
(36:16) Northwest Registered Agent - For just $39 plus state fees, Northwest will handle your complete business identity. Visit https://www.northwestregisteredagent.com/twist today.
(40:50) Geopolitical aspects of deep-sea mining and future outlook
(52:01) The age of AI and its impact on technology
*
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
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Check out The Metals Company: https://metals.co
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Follow Gerard:
LinkedIn: https://www.linkedin.com/in/gerardbarron
*
Follow Steve:
X: https://x.com/FutureJurvetson
LinkedIn: https://www.linkedin.com/in/stevejurvetson
Check out: https://future.ventures
*
Follow Jason:
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
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Thank you to our partners:
(13:59) Eight Sleep - Head to https://www.eightsleep.com/twist and use code TWIST to get $350 off the Pod 4 Ultra.
(28:16) Mercury - Join 200K startups who use Mercury to operate at their best at http://mercury.com
(36:16) Northwest Registered Agent - For just $39 plus state fees, Northwest will handle your complete business identity. Visit https://www.northwestregisteredagent.com/twist today.
*
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
Northwest Registered Agent. Start your business fast and secure with Northwest Registered Agent! In just 10 clicks and 10 minutes, set up your entire business identity—name, address, mail service, phone, email, website, and domain. Everything You Need to Launch Your Business in Minutes! For just $39 plus state fees, Northwest will handle your complete business identity. visit https://www.northwestregisteredagent.com/twist
Wistia - The all-in-one video platform for business, with tools that help you create, manage, and measure the impact of your videos. Try Wistia for free at https://www.wistia.com/startups1
HiddenLayer - Generative AI is revolutionizing industries. HiddenLayer’s AI Detection & Response Solution secures your Generative AI & LLMs from malicious attack. Helping you generate more – by enabling seamless & secure Generative AI. Visit https://www.HiddenLayer.com/TWiST to learn more.
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Todays show:
Rory O’Driscoll joins guest host Mark Suster to discuss: advice for founders with traction but not yet booming (2:33), thirty years of internet cycles and their impact on venture capital (13:25), the approach to big-picture thinking vs. immediate traction and strategizing exits (36:58), and more!
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Timestamps:
(0:00) Rory O’Driscoll joins guest host Mark Suster.
(2:33) Rory’s advice for founders with traction but not yet booming.
(9:09) Aligning incentives between founders and venture; reminding CEOs to be "selfish.”
(10:23) Northwest Registered Agent - For just $39 plus state fees, Northwest will handle your complete business identity. Visit https://www.northwestregisteredagent.com/twist today. (13:25) Reflections on thirty years of internet cycles and their impact on venture capital.
(18:25) Debating AI: Does it favor the incumbents? (20:07) Wistia - Try Wistia for free at https://www.wistia.com/startups (21:35) What Rory and Scale Venture looks for when investing in AI. (26:20) How OpenAI has changed the landscape (29:18) HiddenLayer - HiddenLayer’s AI Detection & Response Solution secures your Generative AI & LLMs from malicious attack. Visit https://www.HiddenLayer.com/TWiST to learn more. (30:30) Debating “faux-mentum” vs. long-term sustainability in investments. (34:34) Balancing deep passion and business savvy when evaluating founders. (36:58) Rory’s approach to big-picture thinking vs. immediate traction and strategizing exits
(44:02) The importance of picking vs. price discipline.
(1:00:58) Advice for founders dealing with “busted cap tables.”
(1:08:07) Rory’s advice for his younger self.
*
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
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Check out Scale Venture Partners: https://www.scalevp.com/
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Follow Rory:
LinkedIn: https://www.linkedin.com/in/roryodriscoll/
*
Follow Mark:
X: https://twitter.com/msuster
LinkedIn: https://www.linkedin.com/in/marksuster/
*
Thank you to our partners:
(10:23) Northwest Registered Agent - For just $39 plus state fees, Northwest will handle your complete business identity. Visit https://www.northwestregisteredagent.com/twist today. (20:07) Wistia - Try Wistia for free at https://www.wistia.com/startups (29:18) HiddenLayer - ****HiddenLayer’s AI Detection & Response Solution secures your Generative AI & LLMs from malicious attack. Visit https://www.HiddenLayer.com/TWiST to learn more. *
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
LinkedIn Ads. To redeem a $100 LinkedIn ad credit and launch your first campaign, go to http://www.linkedin.com/thisweekinstartups
Vanta. Compliance and security shouldn't be a deal-breaker for startups to win new business. Vanta makes it easy for companies to get a SOC 2 report fast. TWiST listeners can get $1,000 off for a limited time at http://www.vanta.com/twist
DevSquad. Most dev agencies only offer developers. Why? Because product management is hard. Get an entire product team for the cost of one US developer plus 10% off at http://devsquad.com/twist.
*
Todays show:
Jason and Alex discuss xAI raising $6B (2:07), the TWiST500 (30:11), the startups building our drone future (39:55), North Korean tech talent taking American remote tech jobs (55:50), and more!
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Timestamps:
(0:00) Jason and Alex kick off the show
(2:07) xAI raised $6B series B
(10:03) LinkedIn Ads - Get a $100 LinkedIn ad credit at http://www.linkedin.com/thisweekinstartups
(11:30) The evolution of smartphone adoption over time
(19:08) Global Internet users from 2005-2023
(26:06) Vanta - Get $1000 off your SOC 2 at http://www.vanta.com/twist
(26:57) The control over silicon and Apple’s move switch from Intel
(30:11) TWiST500 announcement
(38:24) DevSquad - Get an entire product team for the cost of one US developer plus 10% off at http://devsquad.com/twist
(39:55) Armed robot dogs, drone warfare, and the startups building our drone future
(55:50) North Korean nationals taking American remote tech jobs
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Links and articles from show:
https://www.twz.com/sea/rifle-armed-robot-dogs-now-being-tested-by-marine-special-operatorshttps://news.crunchbase.com/ai/defense-military-ai-tech-startups-vc-funding-anduril-shield-ai/?utm_source=cb_daily&utm_medium=email&utm_campaign=20230703
https://www.axios.com/2024/05/21/north-korea-it-workers-us-hiring
https://www.statista.com/statistics/273018/number-of-internet-users-worldwide
https://www.axios.com/2024/05/26/china-robot-gun-dog-military-cambodia
https://www.allencontrolsystems.com
https://www.youtube.com/watch?v=YMnkqY98Cyo
https://www.youtube.com/watch?v=8igjcW39T4k
*
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
*
Follow Alex:
LinkedIn: https://www.linkedin.com/in/alexwilhelm/
*
Follow Jason:
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Thank you to our partners:
(10:03) LinkedIn Ads - Get a $100 LinkedIn ad credit at http://www.linkedin.com/thisweekinstartups
(26:06) Vanta - Get $1000 off your SOC 2 at http://www.vanta.com/twist
(38:24) DevSquad - Get an entire product team for the cost of one US developer plus 10% off at http://devsquad.com/twist *
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
Squarespace. Turn your idea into a new website! Go to http://www.Squarespace.com/TWIST for a free trial. When you’re ready to launch, use offer code TWIST to save 10% off your first purchase of a website or domain.
OpenPhone. Create business phone numbers for you and your team that work through an app on your smartphone or desktop. TWiST listeners can get an extra 20% off any plan for your first 6 months at https://www.openphone.com/twist
Lemon.io. Hire pre-vetted remote developers, get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
*
Todays show:
David Weisburd hosts Jaime Matus, Michael Eisenberg, and Jason Calacanis to discuss AI investments and the potential washout of overfunded startups (4:11). They also touch on VC hypocrisy (38:47), and the role of geography in the VC ecosystem (54:53).
*
Timestamps:
(0:00) David Weisburd intros Jaime Matus, Michael Eisenberg, and Jason Calacanis
(4:11) Pitchbook data summarizing the total amount of capital invested in AI
(12:12) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at http://www.Squarespace.com/TWIST
(16:33) Predicting a washout of overfunded AI startups and sky high valuations
(25:30) OpenPhone - Get 20% off your first six months at https://www.openphone.com/twist
(26:57) Discussing Michael Eisenberg's career and investment experiences
(37:22) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
(38:47) Discussion on Greg Isenberg's tweet about VC hypocrisy
(54:53) Fundraising rankings by ecosystem
*
Follow Jaime:
LinkedIn: https://www.linkedin.com/in/jaime-matus
Check out: https://www.invariantes.com
*
Follow Michael:
X: https://x.com/mikeeisenberg
LinkedIn: https://www.linkedin.com/in/mieisenberg
Check out: https://aleph.vc
*
Follow David:
X: https://twitter.com/DWeisburd
LinkedIn: https://www.linkedin.com/in/dweisburd
Check out: https://10xcapital.com
*
Follow Jason:
X: https://twitter.com/jason
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Thank you to our partners:
(12:12) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at http://www.Squarespace.com/TWIST
(25:30) OpenPhone - Get 20% off your first six months at https://www.openphone.com/twist
(37:22) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
*
Check out the Launch Accelerator: https://launchaccelerator.co
*
Check out Founder University: https://www.founder.university
*
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
*
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
In this episode, David Sacks and Evan Owen of Glue join Jason to demo their new “slack killer” product (4:38), explain the role of AI within Glue (14:14), discuss building products with remote vs in-person teams (36:47), and more!
*
Timestamps:
(0:00) David Sacks and Evan Owen join Jason to show us newly launched Glue.
(2:42) David Sacks answers, “Why build another product?”.
(4:38) Evan jumps into a demo of Glue.
(9:37) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at http://www.Squarespace.com/TWIST
(12:15) Popular data sources users are incorporating into Glue.
(14:14) Digging deeper on the AI of Glue and when it will be able to be proactive in its participation. (19:42) LinkedIn Jobs - Post your first job for free at https://www.linkedin.com/twist (21:07) Glue’s strategy on converting users from tools like slack in this competitive landscape.
(27:18) Glue’s approach to pricing.
(30:16) Dot Tech Domains - Don’t miss our “Jam with JCal” contest. To apply and get more details go to https://jamwithjcal.tech/
(31:45) Training models and the heated subject of privacy and security.
(34:12) How building a company now, fourteen years after Yammer, has been different for Sacks.
(36:47) Diving into the topic of building products with remote vs in-person teams.
*
Check out Glue: https://gluegroups.com/ Glue on X: https://x.com/GlueAI
*
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
*
Follow David:
LinkedIn: https://www.linkedin.com/in/davidoliversacks/
*
Follow Evan:
LinkedIn: https://www.linkedin.com/in/evanaowen/
*
Follow Jason:
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Thank you to our partners:
(9:37) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at http://www.Squarespace.com/TWIST
(19:42) LinkedIn Jobs - Post your first job for free at https://www.linkedin.com/twist (30:16) Dot Tech Domains - Don’t miss our “Jam with JCal” contest. To apply and get more details go to https://jamwithjcal.tech/
*
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
Zendesk - The best customer experiences are built with Zendesk. Qualifying startups can join their Startup program and get Zendesk products free, for six months! Visit http://www.zendesk.com/twist today to get started.
Mercury - Mercury is the fintech startups use for banking* and all their financial workflows. Paying bills, staying in control of company spend, and closing the books doesn't need to be so complex — that's why Mercury powers it all from the one thing every business needs: the bank account. Join 200K startups who use Mercury to operate at their best at http://mercury.com *Mercury is a financial technology company, not a bank. Banking services provided by Choice Financial Group and Evolve Bank & Trust, Members FDIC.
HiddenLayer - Generative AI is revolutionizing industries. HiddenLayer’s AI Detection & Response Solution secures your Generative AI & LLMs from malicious attack. Helping you generate more – by enabling seamless & secure Generative AI. Visit https://HiddenLayer.com/TWiST
*
Timestamps:
(0:00) Jason and Alex kick off the show
(1:50) Nvidia earnings for First Quarter Fiscal 2025
(12:53) Zendesk - Get six months free at http://www.zendesk.com/twist
(14:32) Continuing discussion on Nvidia's earnings
(22:39) News Corp and OpenAI strike ‘multi year global partnership’
(29:21) Mercury - Join 200K startups who use Mercury to operate at their best at http://mercury.com
(30:51) Apple News+ is driving big numbers for The Daily Beast
(39:03) HiddenLayer - HiddenLayer’s AI Detection & Response Solution secures your Generative AI & LLMs from malicious attack. Visit https://HiddenLayer.com/TWiST to learn more.
(40:14) Wearable AI startup Humane is exploring a sale
(50:56) Windows Recall
(1:08:45) Farcaster raises $150M: Is crypto making a comeback?
*
Links and articles from show:
https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-first-quarter-fiscal-2025
https://gizmodo.com/humane-ai-pin-selling-billion-1851493143
https://www.wsj.com/business/media/openai-news-corp-strike-deal-23f186ba?mod=latest_headlines
https://s201.q4cdn.com/141608511/files/doc_financials/2025/Rev_by_Mkt_Qtrly_Trend_Q125.pdf
https://x.com/dsiroker/status/1792956339515273537
*
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
*
Follow Alex:
LinkedIn: https://www.linkedin.com/in/alexwilhelm/
*
Follow Jason:
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Thank you to our partners:
(12:53) Zendesk - Get six months free at http://www.zendesk.com/twist
(29:21) Mercury - Join 200K startups who use Mercury to operate at their best at http://mercury.com
(39:03) HiddenLayer - HiddenLayer’s AI Detection & Response Solution secures your Generative AI & LLMs from malicious attack. Visit https://HiddenLayer.com/TWiST to learn more. *
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
Vanta - Compliance and security shouldn't be a deal-breaker for startups to win new business. Vanta makes it easy for companies to get a SOC 2 report fast. TWiST listeners can get $1,000 off for a limited time at http://www.vanta.com/twist
LinkedIn Ads - To redeem a $100 LinkedIn ad credit and launch your first campaign, go to http://www.linkedin.com/thisweekinstartups
Equinix - The Equinix Startup program offers a hybrid infrastructure solution for startups, including up to $100K in credits and personalized consultations and guidance from the Equinix team. Go to https://www.equinixstartups.com to apply today.
*
Timestamps:
(0:00) Alex Wilhelm joins Jason to dive into this week’s news.
(1:17) Announcing new co-host on TWiST Alex Wilhelm of TechCrunch fame!
(3:03) Alex breaks down what’s on the docket for today!
(4:16) The OpenAI equity issue.
(10:38) Vanta - Get $1000 off your SOC 2 at http://www.vanta.com/twist
(12:39) OpenAI’s ChatGPT 4o. (15:33) Why ChatGPT is better than Siri.
(17:50) OpenAI’s net revenue in the wake of last week’s announcements. (20:04) LinkedIn Ads - Get a $100 LinkedIn ad credit at http://www.linkedin.com/thisweekinstartups (22:06) Comparing the needs of consumers vs enterprise for ChatGPT. (24:17) OpenAI has pulled “Sky” one of the voices for the new ChatGPT 4o due to it sounding like Scarlett Johansson
(28:48) Equinix - Join the Equinix Startup Program for up to $100K in credits and much more at https://deploy.equinix.com/startups (30:01) Alex’s favorite topic around how much founders paying themselves. (38:46) A billion-dollar deal in cybersecurity.
(45:43) Breaking news Scar Jo!
(56:24) What’s going on with crypto-venture capital.
(58:02) A look at “decentralized twitter” called Farcaster.
*
Links from episode:
OpenAI Equity link: https://www.businessinsider.com/sam-altman-openai-nda-clause-vested-equity-ilya-sutskever-2024-5
OpenAI revenue growth https://techcrunch.com/2024/05/20/chatgpts-mobile-app-revenue-saw-biggest-spike-yet-following-gpt-4o-launch/
Founder salary report: https://pilot.com/founder-salary-report-2024
CyberArk-Venafi deal: https://techcrunch.com/2024/05/20/cyberark-snaps-up-venafi-for-1-54b-to-ramp-up-in-machine-to-machine-security/
Crypto VC rising: https://www.reuters.com/technology/venture-capital-funding-crypto-rises-24-bln-pitchbook-says-2024-05-20/
Check out Farcaster: https://www.farcaster.xyz/
*
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
*
Follow Alex:
LinkedIn: https://www.linkedin.com/in/alexwilhelm/
*
Follow Jason:
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Thank you to our partners:
(10:38) Vanta - Get $1000 off your SOC 2 at http://www.vanta.com/twist
(20:04) LinkedIn Ads - Get a $100 LinkedIn ad credit at http://www.linkedin.com/thisweekinstartups (28:48) Equinix - Join the Equinix Startup Program for up to $100K in credits and much more at https://deploy.equinix.com/startups
*
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
OpenPhone. Create business phone numbers for you and your team that work through an app on your smartphone or desktop. TWiST listeners can get an extra 20% off any plan for your first 6 months at https://www.openphone.com/twist
Coda. A new doc that brings words, tables and teams together. All your valuable data, plans, objectives, and strategies in one place. Go to https://www.coda.io/twist to get a $1,000 credit!
Northwest Registered Agent. Northwest Registered Agent will form your business quickly and easily. In just 10 clicks and 10 minutes, set up your entire business identity—name, address, mail service, phone, email, website, and domain. For just $39 plus state fees, Northwest will handle your complete business identity. Visit https://www.northwestregisteredagent.com/twist today.
*
Todays show:
David Weisburd hosts Mel Williams, Delian Asparouhov, and Jason Calacanis to discuss discuss crypto regulation (17:05), AI spending (27:21), and immigration's role in startups (55:43).
*
Timestamps:
(0:00) David Weisburd intros Mel Williams, Delian Asparouhov, and Jason Calacanis
(3:46) WSJ reports that top crypto funds are back in the market
(9:38) OpenPhone - Get 20% off your first six months at https://www.openphone.com/twist
(10:54) Jason's proposal for a "sophisticated investor test" for crypto investments
(17:05) The limitations of current SEC regulations and the potential political impact of crypto regulation
(26:03) Coda - Get a $1,000 startup credit at https://coda.io/twist
(27:21) AI spend is up across the board in 2024
(39:42) Northwest Registered Agent - For just $39 plus state fees, Northwest will handle your complete business identity. Visit https://www.northwestregisteredagent.com/twist today.
(41:01) GPT-4o demos and the rapid commoditization of AI technology
(48:29) The impact of AI on the economy
(55:43) Immigration and its impact on the startup ecosystem
(1:06:11) Self-censorship and the importance of a free society
*
Follow Mel:
LinkedIn: https://www.linkedin.com/in/mel-williams-00584a5
Check Out: https://truebridgecapital.com
*
Follow Delian:
LinkedIn: https://www.linkedin.com/in/delian-asparouhov-87447742
Check out: https://foundersfund.com https://www.varda.com
*
Follow David:
X: https://twitter.com/DWeisburd
LinkedIn: https://www.linkedin.com/in/dweisburd
Check out: https://10xcapital.com
*
Follow Jason:
X: https://twitter.com/jason
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Thank you to our partners:
(9:38) OpenPhone - Get 20% off your first six months at https://www.openphone.com/twist
(26:03) Coda - Get a $1,000 startup credit at https://coda.io/twist
(39:42) Northwest Registered Agent - For just $39 plus state fees, Northwest will handle your complete business identity. Visit https://www.northwestregisteredagent.com/twist today.
*
Check out the Launch Accelerator: https://launchaccelerator.co
*
Check out Founder University: https://www.founder.university
*
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
*
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
.Tech Domains - Don’t miss our “Jam Session with JCal” contest, coming soon! To apply and get more details go to https://jamwithjcal.tech brought to you by .tech domains.
OpenPhone. Create business phone numbers for you and your team that work through an app on your smartphone or desktop. TWiST listeners can get an extra 20% off any plan for your first 6 months at https://www.openphone.com/twist
Vanta. Compliance and security shouldn't be a deal-breaker for startups to win new business. Vanta makes it easy for companies to get a SOC 2 report fast. TWiST listeners can get $1,000 off for a limited time at http://www.vanta.com/twist
*
Todays show:
Ivan Poupyrev of Archetype AI joins Jason to demo Archetype AI’s product “Newton” and discuss the application of sensors in various industries (2:55). The two also dive into anticipatory interfaces (44:14), the role of sensor technology in AI (31:09), and the potential for robots in various industries (28:12).
*
Timestamps:
(0:00) Ivan Poupyrev of Archetype AI joins Jason.
(2:55) Demo of Archetype AI's product, Newton, which interprets and processes motion data
(9:22) .Tech Domains - Apply for the Jam Session with JCal contest today at https://jamwithjcal.tech
(10:48) Exploration of potential business model and use cases for Archetype AI
(22:15) OpenPhone - Get 20% off your first six months at https://www.openphone.com/twist
(23:30) Use cases in aviation, military, and automotive industry
(28:12) The connection between robots and artificial intelligence
(30:17) Vanta - Get $1000 off your SOC 2 at http://www.vanta.com/twist
(31:09) The evolution of sensor technology and its role in AI
(44:14) The pace of technological innovation and the future of anticipatory interfaces
(49:00) Future plans for Archetype AI, hiring and partnership opportunities
*
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
*
Check out Archetype AI: https://www.archetypeai.io
*
Follow Ivan:
LinkedIn: https://www.linkedin.com/in/ivan-poupyrev
*
Follow Jason:
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Thank you to our partners:
(9:21) .Tech Domains - Apply for the Jam Session with JCal contest today at https://jamwithjcal.tech
(22:17) OpenPhone - Get 20% off your first six months at https://www.openphone.com/twist
(30:20) Vanta - Get $1000 off your SOC 2 at http://www.vanta.com/twist
*
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
LinkedIn Jobs. A business is only as strong as its people, and every hire matters. Go to https://www.linkedin.com/twist to post your first job for free. Terms and conditions apply.
Eight Sleep. Good sleep is the ultimate game changer. The newest generation of the pod, the Pod 4 ultra has arrived. Head to https://www.eightsleep.com/twist and use code TWIST to get $350 off the Pod 4 Ultra.
HiddenLayer. Generative AI is revolutionizing industries. HiddenLayer’s AI Detection & Response Solution secures your Generative AI & LLMs from malicious attack. Helping you generate more – by enabling seamless & secure Generative AI. Visit https://www.HiddenLayer.com/TWiST to learn more.
*
Timestamps:
(0:00) Sunny joins Jason to dive into this week’s AI news and demos.
(2:10) OpenAI did their big reveal on Monday and review on Sam Altman’s appearance on the All In podcast
(5:40) A dive into what OpenAI launched this week.
(10:11) LinkedIn Jobs - Post your first job for free at https://www.linkedin.com/twist (13:12) OpenAI’s new model, where the “o” stands for omni, means it can now reason across audio, vision, and text in real-time. (17:21) Open AI’s “memory” setting and their new MacOS desktop app! (19:43) Eight Sleep - Head to https://www.eightsleep.com/twist and use code TWIST to get $350 off the Pod 4 Ultra. (22:37) Jason highlights the startup Athena. (25:53) Looking at the improvements on the new ChatGPT 4o model. (29:31) HiddenLayer - HiddenLayer’s AI Detection & Response Solution secures your Generative AI & LLMs from malicious attack. Visit https://www.HiddenLayer.com/TWiST to learn more. (32:34) Breaking down the pricing of the new vs historic ChatGPT models. (35:31) Jason demos Recall. (42:19) Sunny shares Labs.Google and NotebookLM.
(46:03) Labs.Google and “AI Overviews”
*
Check out ChatGPT 4o: https://chatgpt.com/?model=gpt-4o
Check out Labs Google: https://labs.google/
Check out Groq: https://groq.com/
Check out article “Apple Nears Deal With OpenAI to Put ChatGPT on iPhone”: https://www.bloomberg.com/news/articles/2024-05-11/apple-closes-in-on-deal-with-openai-to-put-chatgpt-on-iphone
Check out Athena: https://www.athenago.com/
Check out Recall: https://www.getrecall.ai/
*
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
*
Follow Sunny:
X: https://twitter.com/sundeep
LinkedIn: https://www.linkedin.com/in/sundeepm
*
Follow Jason:
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Thank you to our partners:
(10:11) LinkedIn Jobs - Post your first job for free at https://www.linkedin.com/twist (19:43) Eight Sleep - Head to https://www.eightsleep.com/twist and use code TWIST to get $350 off the Pod 4 Ultra. (29:31) HiddenLayer - HiddenLayer’s AI Detection & Response Solution secures your Generative AI & LLMs from malicious attack. Visit https://www.HiddenLayer.com/TWiST to learn more. *
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
Squarespace. Turn your idea into a new website! Go to http://www.Squarespace.com/TWIST for a free trial. When you’re ready to launch, use offer code TWIST to save 10% off your first purchase of a website or domain.
Northwest Registered Agent. Northwest Registered Agent will form your business quickly and easily. In just 10 clicks and 10 minutes, set up your entire business identity—name, address, mail service, phone, email, website, and domain. For just $39 plus state fees, Northwest will handle your complete business identity. Visit northwestregisteredagent.com/twist today.
Lemon.io - Hire pre-vetted remote developers, get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
*
Todays show:
Dr. Justin Terry joins Jason to discuss the future of work, education, and the unique impact of Opportunity Central (The OC). They explore how the school incorporates entrepreneurship (9:03), addresses community needs (22:00), and more!
*
Timestamps (0:00) The OC’s Dr. Justin Terry joins Jason
(1:38) The OC, leveling the playing field in education, and the future of job availability
(7:42) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at http://www.Squarespace.com/TWIST
(9:03) Exploration of the unique educational facility and its impact on local businesses
(15:15) Incorporating entrepreneurship and future ready skills in education
(20:13) Northwest Registered Agent - For just $39 plus state fees, Northwest will handle your complete business identity. Visit https://www.northwestregisteredagent.com/twist today.
(21:32) Addressing community needs through the educational facility
(31:00) Considering expansions and potential partnerships for the facility
(37:42) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
(39:03) The impact of the new educational model on students and equalizing opportunities
(51:56) The role of entrepreneurship in public education
*
Check out The OC: https://www.theoc.net
*
Follow Dr. Justin Terry:
X: https://twitter.com/justinwterry
LinkedIn: https://www.linkedin.com/in/justin-terry-133761aa
*
Follow Jason:
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
*
Thank you to our partners:
(7:42) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at http://www.Squarespace.com/TWIST
(20:13) Northwest Registered Agent - For just $39 plus state fees, Northwest will handle your complete business identity. Visit https://www.northwestregisteredagent.com/twist today.
(37:42) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
*
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
Mercury - Mercury is the fintech startups use for banking* and all their financial workflows. Paying bills, staying in control of company spend, and closing the books doesn't need to be so complex — that's why Mercury powers it all from the one thing every business needs: the bank account. Join 200K startups who use Mercury to operate at their best at http://mercury.com *Mercury is a financial technology company, not a bank. Banking services provided by Choice Financial Group and Evolve Bank & Trust, Members FDIC.
NetSuite - The number one cloud financial system, bringing accounting, financial management, inventory, and HR, into ONE platform. Giving you ONE source of truth. By popular demand, NetSuite has extended its one-of-a-kind flexible financing program for a few more weeks! Head to http://www.NetSuite.com/twist
Curotec - Are you one of those companies that knows you need to be using AI, but you're not even sure where to start? Well, then, you need Curotec. They are AI experts, and they're offering TWiST listeners an AI Strategy Roadmap tailored to your business for $5000. That's 50% off the normal cost just for telling them we sent you. Check out http://www.curotec.com/twist and get $5000 off!
*
Today's show:
Max Altman and Ben Braverman of Saga VC join guest host Mark Suster to discuss building up Saga VC’s maiden voyage fund (2:23), the advantage of witnessing “great” at the top of the industry (21:14), praise for Saga VC’s Thomson Nguyen (52:59), and more!
*
Timestamps: (0:00) Max Altman and Ben Braverman of Saga VC join guest host Mark Suster.
(2:23) Building up Saga VC’s maiden voyage fund.
(7:48) Saga VC’s reason to live and uniqueness.
(9:48) Mercury - Join 200K startups who use Mercury to operate at their best at https://mercury.com
(11:22) What Ben Braverman brings to Saga VC.
(13:17) Ben speaks about what he learned working with Ryan Peterson at Flexport.
(15:12) Max’s background that brought him to Saga and lessons he learned from Parker Conrad
(19:58) NetSuite. By popular demand, NetSuite has extended its one-of-a-kind flexible financing program for a few more weeks! Head to http://www.NetSuite.com/twist
(21:14) The advantage of witnessing “great” at the top of the industry.
(25:54) The X-Factor in strong leaders and founders.
(29:16) Curotec - Check out http://www.curotec.com/twist
(30:27) Unique advantages Max and Ben on the foray into venture.
(44:01) What Saga VC looks for in AI companies to fund.
(52:59) Praise for Saga VC’s Thomson Nguyen in his absence.
*
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
*
Check out Saga VC website: https://www.sagavc.com/ Check out Saga VC on X: https://twitter.com/Saga_Ventures
*
Follow Max:
X: https://twitter.com/maxaltman
LinkedIn: https://www.linkedin.com/in/maxhaltman/
*
Follow Ben:
X: https://twitter.com/braveben
LinkedIn: https://www.linkedin.com/in/ben-braverman-a1120314/
*
Follow Thomson:
X: https://twitter.com/itsthomson
LinkedIn: https://www.linkedin.com/in/randomforest/
*
Follow Mark:
X: https://twitter.com/msuster
LinkedIn: https://www.linkedin.com/in/marksuster/
*
Thank you to our partners:
(9:48)Mercury - Join 200K startups who use Mercury to operate at their best at https://mercury.com
(19:58) NetSuite. By popular demand, NetSuite has extended its one-of-a-kind flexible financing program for a few more weeks! Head to http://www.NetSuite.com/twist
(29:16) Curotec - Check out http://www.curotec.com/twist and get $5000 off
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
Vanta. Compliance and security shouldn't be a deal-breaker for startups to win new business. Vanta makes it easy for companies to get a SOC 2 report fast. TWiST listeners can get $1,000 off for a limited time at http://www.vanta.com/twist
DevSquad. Most dev agencies only offer developers. Why? Because product management is hard. Get an entire product team for the cost of one US developer plus 10% off at http://devsquad.com/twist.
Hubspot Podcast Network. Hubspot Podcast Network presents a new podcast called The Next Wave. The Next Wave is your personal Chief AI Officer, bringing fresh takes, industry insights and a trustworthy perspective on how to implement AI to grow your business. Just search for “The Next Wave” on YouTube or in your favorite podcast app. “The Large Language Model Race with Pete Huang, Founder of The Neuron” episode: https://www.youtube.com/watch?v=8elHTM9cOOA
*
Todays show:
Jake Loosararian of Gecko Robotics joins Jason to discuss the purpose-designed robots being built at Gecko (3:01), the value of “bear hugging” your key customers (23:39), the “BOM” of current and future robots (1:02:14), and more!
*
Timestamps:
(0:00) Jake Loosararian of Gecko Robotics joins Jason.
(3:01) The purpose-designed robots being built at Gecko.
(7:03) Origin story behind Jake’s startup.
(9:45) Vanta - Get $1000 off your SOC 2 at http://www.vanta.com/twist
(10:38) Show us the robots!
(17:43) Details on the frequency of needed infrastructure inspections. (19:24) DevSquad - Get an entire product team for the cost of one US developer plus 10% off at http://devsquad.com/twist (23:39) The value of “bear hugging” your key customers. (27:42) Bridging physical and digital with Gecko’s Cantilever digital twins. (29:36) Hubspot for Podcast Networks - The Next Wave: https://www.youtube.com/@TheNextWavePod “The Large Language Model Race with Pete Huang, Founder of The Neuron” episode: https://www.youtube.com/watch?v=8elHTM9cOOA
(33:50) Extending the value of inspections with fixed sensors. (46:47) Opening up the conversation to the AI data collected.
(54:44) Why some robotics companies fail while others succeed.
(1:02:14) The “BOM” of current and future robots.
(1:06:29) Where humanoid robots may first be “employed”.
*
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
*
Check out Gecko Robotics: https://www.geckorobotics.com/
*
Follow Jake:
X: https://twitter.com/loosararian_j
LinkedIn: https://www.linkedin.com/in/jake-loosararian-23981350/
*
Follow Jason:
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Thank you to our partners:
(9:45) Vanta - Get $1000 off your SOC 2 at http://www.vanta.com/twist
(19:24) DevSquad - Get an entire product team for the cost of one US developer plus 10% off at http://devsquad.com/twist (29:36) Hubspot for Podcast Networks - The Next Wave: https://www.youtube.com/@TheNextWavePod “The Large Language Model Race with Pete Huang, Founder of The Neuron” episode: https://www.youtube.com/watch?v=8elHTM9cOOA
*
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
Squarespace - Turn your idea into a new website! Go to http://www.Squarespace.com/TWIST for a free trial. When you’re ready to launch, use offer code TWIST to save 10% off your first purchase of a website or domain.
LinkedIn Ads - To redeem a $100 LinkedIn ad credit and launch your first campaign, go to http://www.linkedin.com/thisweekinstartups
Dot Tech Domains - Dot Tech domains are the go-to namespace to build anything in tech… and home to the world’s most innovative startups. Keep an eye out for our “Jam Session with JCal” contest… coming soon! Be sure to secure your .Tech domain today at https://get.tech/jason
*
Todays show:
Ian Cinnamon joins guest host Mark Suster to discuss all things space tech; including: the importance of building Apex in L.A. (4:49), the drastic change in costs for satellites (16:03), their first Aries Satellite bus on it’s maiden voyage (30:29), and more!
*
Timestamps:
(0:00) Ian Cinnamon joins guest host Mark Suster.
(1:53) Why space is a hot sector right now with startups and investors.
(4:49) The importance of building Apex in L.A.
(6:44) Ian’s background and what brought him to the space industry.
(9:52) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at http://www.Squarespace.com/TWIST
(11:13) Origin story and perfect fit with Apex co-founder Max Benassi.
(13:25) What Apex does and why Max’s manufacturing skillset matters.
(16:03) Cost of satellites then and now.
(19:55) LinkedIn Ads - Get a $100 LinkedIn ad credit at http://www.linkedin.com/thisweekinstartups
(21:25) Details about the sateliilite bus at Apex.
(23:43) The differences and business implications of LEO, MEO and GEO.
(29:15) Dot Tech Domains - Be sure to secure your .Tech domain today at https://get.tech/jason
(30:29) Their first Aries Satellite bus on it’s maiden voyage and a selfie from space.
(53:30) The current scale and expected growth at Apex.
(56:19) Competitions in the “space” space.
*
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
*
Check out Apex: https://www.apexspace.com
*
Follow Ian:
X: https://twitter.com/IanCinnamon
LinkedIn: https://www.linkedin.com/in/iancinnamon/
*
Follow Mark:
X: https://twitter.com/msuster
LinkedIn: https://www.linkedin.com/in/marksuster/
*
Thank you to our partners:
(9:52) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at http://www.Squarespace.com/TWIST
(19:55) LinkedIn Ads - Get a $100 LinkedIn ad credit at http://www.linkedin.com/thisweekinstartups
(29:15) Dot Tech Domains - Be sure to secure your .Tech domain today at https://get.tech/jason
*
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
Equinix. The Equinix Startup program offers a hybrid infrastructure solution for startups, including up to $100K in credits and personalized consultations and guidance from the Equinix team. Go to https://deploy.equinix.com/startups to apply today.
CLA. Innovation takes balance. CLA's CPAs, consultants, and wealth advisors can help you get from startup to where you want to end up. Get started now at https://www.claconnect.com/tech
HubSpot. If you’re fundraising, be sure to check out the Million Dollar pitch competition from Hubspot for Startups & HubSpot Ventures. Apply now at https://www.hubspot.com/milliondollarpitch
*
Todays show:
Extern’s Matt Wilkerson joins Jason to discuss the concept of externships and their role in bridging the gap between academic curriculum and job market reality. They delve into the demand for cybersecurity professionals (14:18), the value externships offer in career path decisions (28:43), and the impact and evolution of Extern (37:20).
*
Timestamps:
(0:00) Extern’s Matt Wilkerson joins Jason
(4:22) The concept of externships and he problem of student loans and work experience
(7:04) Equinix - Join the Equinix Startup Program for up to $100K in credits and much more at https://deploy.equinix.com/startups
(8:09) The Extern student experience
(14:18) The demand for cybersecurity professionals and the benefits of externships
(19:11) The gap between academic curriculum and job market reality
(23:58) CLA - Get started with CLA's CPAs, consultants, and wealth advisors now at https://claconnect.com/tech
(25:30) The value of externships in helping students figure out their career paths
(33:02) HubSpot - Be sure to check out the Million Dollar pitch competition from Hubspot for Startups & HubSpot Ventures. Apply now at https://www.hubspot.com/milliondollarpitch
(34:17) The impact of Extern on students and the job market
(46:04) Understanding customers and the evolution of Extern
(52:11) The mission of Extern and advice for new founders
*
Mentioned on the show: https://www.hotjar.com/net-promoter-score
*
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
*
Follow Matt:
X: https://twitter.com/mwilker
LinkedIn: https://www.linkedin.com/in/mattwilkerson/
Check out: https://www.extern.com/
*
Follow Jason:
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Thank you to our partners:
(7:04) Equinix - Join the Equinix Startup Program for up to $100K in credits and much more at https://deploy.equinix.com/startups
(23:58) CLA - Get started with CLA's CPAs, consultants, and wealth advisors now at https://claconnect.com/tech
(33:02) HubSpot - Be sure to check out the Million Dollar pitch competition from Hubspot for Startups & HubSpot Ventures. Apply now at https://www.hubspot.com/milliondollarpitch
*
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
OpenPhone. Create business phone numbers for you and your team that work through an app on your smartphone or desktop. TWiST listeners can get an extra 20% off any plan for your first 6 months at https://www.openphone.com/twist
NetSuite. The number one cloud financial system, bringing accounting, financial management, inventory, and HR, into ONE platform. Giving you ONE source of truth. By popular demand, NetSuite has extended its one-of-a-kind flexible financing program for a few more weeks! Head to https://www.netsuite.com/liquidity
Attio - A radically new CRM for the next era of companies. Head to https://attio.com/twist to get 15% off for your first year.
*
Todays show:
David Weisburd hosts Joshua Berkowitz, Donald Stalter and Jason Calacanis to discuss xAI closed on $6B (5:02), PitchBook's report on Emerging Managers (17:32), SVB’s venture portfolio situation (44:18), and much more!
*
Liquidity Timestamps:
(0:00) David Weisburd intros Joshua Berkowitz, Donald Stalter and Jason Calacanis
(5:02) xAI raises $6B in funding
(9:49) OpenPhone - Get 20% off your first six months at https://www.openphone.com/twist
(13:16) Sequoia leading a $6B round for AI
(17:32) PitchBook's report on Emerging Managers
(20:38) NetSuite - By popular demand, NetSuite has extended its one-of-a-kind flexible financing program for a few more weeks! Head to https://www.netsuite.com/liquidity
(28:18) The impact of the surge of venture capital in 2021 and its implications for the ecosystem
(30:41) Attio - Head to https://attio.com/twist to get 15% off for your first year.
(34:42) The impact of a positive investor attitude on founders
(44:18) The Silicon Valley Bank (SVB) venture portfolio situation
(49:33) Lightning round of last 3 investments
*
Thank you to our partners:
(9:49) OpenPhone - Get 20% off your first six months at https://www.openphone.com/twist
(20:38) NetSuite - By popular demand, NetSuite has extended its one-of-a-kind flexible financing program for a few more weeks! Head to https://www.netsuite.com/liquidity
(30:41) Attio - Head to https://attio.com/twist to get 15% off for your first year.
*
Mentioned on show:
https://www.axios.com/2024/05/03/svb-venture-capital-arm
*
Follow Donald:
X: https://twitter.com/donnystalter
LinkedIn: https://www.linkedin.com/in/donaldstalter
Check out:
*
Follow Joshua:
X: https://twitter.com/berkowitz_josh
LinkedIn: https://www.linkedin.com/in/joshua-berkowitz-86005b23/
Check out:
*
Follow David:
X: https://twitter.com/DWeisburd
LinkedIn: https://www.linkedin.com/in/dweisburd
Check out: https://10xcapital.com
*
Follow Jason:
X: https://twitter.com/jason
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Check out the Launch Accelerator: https://launchaccelerator.co
*
Check out Founder University: https://www.founder.university
*
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
*
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
Hubspot for Podcast Networks - Looking to up your marketing game? Check out the podcast: Marketing Against the Grain: https://lnk.to/h3vKHnTW. Hosted by Hubspot CMO Kipp Bodnar and Zapier CMO Kieran Flannigan. They bring you the latest in marketing trends, growth tactics and innovation. “The Best AI Tools For Marketers In 2024” episode: https://www.youtube.com/watch?v=DeeVKUuEv6Y. Available on all your favorite podcast apps.
LinkedIn Jobs. A business is only as strong as its people, and every hire matters. Go to LinkedIn.com/TWIST to post your first job for free. Terms and conditions apply.
Zendesk. The best customer experiences are built with Zendesk. Qualifying startups can join their Startup program and get Zendesk products free, for six months! Visit http://www.zendesk.com/twist today to get started.
*
Todays show:
Bob Moesta joins Jason to discuss important customer interview methods, such as the concept and importance of deep listening (7:21), quantitative vs. qualitative and hypothesis-building research (13:08), “The jeweller effect” and building trust (37:47), and more!
*
Timestamps:
(0:00) Bob Moesta of the Re-Wired Group joins Jason.
(2:33) Jumping into Bob's origin stories and the early lessons that shaped his career.
(4:59) Unpacking the concepts of “the customer is not always right” and that they don’t actually know what they want.
(7:21) The concept and importance of deep listening.
(8:52) Bob’s use of “the death day” and learning the value of time.
(10:57) Hubspot for Podcast Networks - Marketing Against the Grain: https://lnk.to/h3vKHnTW. “The Best AI Tools For Marketers In 2024” episode: https://www.youtube.com/watch?v=DeeVKUuEv6Y
(13:08) Quantitative vs qualitative and hypothesis-building research.
(16:51) Bob’s four amazing mentors and how they turned him from an illiterate eighteen-year-old into an innovation machine.
(20:16) LinkedIn Jobs - Post your first job for free at https://www.linkedin.com/twist
(21:40) The dangers of identifying personas and “the secret sauce”.
(26:08) Drawing importance from the “irrational decision”, as context drives the rationale.
(28:28) Bob explains his approach to interviews.
(31:00) Zendesk - Get six months free at http://www.zendesk.com/twist
(32:32) Applying these concepts to a customer buying a diamond or health care.
(37:47) “The jeweller effect” and how do you cause trust?
(40:48) Making people problem aware.
(47:45) Applying the fact that people learn out of routine to the electric car customer.
(54:18) The concept of nostalgia.
(1:03:08) Bob’s current book he is writing about what causes someone to leave one company and go to another.
(1:15:57) At what stage is a company that hires the Re-Wired Group?
*
Check out The Re-Wired Group: https://www.anomalo.com/
Check out Bob’s website and publications: https://www.bobmoesta.com/
*
Check out Founder Fridays: https://www.founderfridays.tech/
*
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
*
Follow Bob:
X: https://twitter.com/bmoesta?lang=en
LinkedIn: https://www.linkedin.com/in/bobmoesta/
*
Follow Jason:
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Thank you to our partners:
(10:57) Hubspot for Podcast Networks - Marketing Against the Grain: https://lnk.to/h3vKHnTW. “The Best AI Tools For Marketers In 2024” episode: https://www.youtube.com/watch?v=DeeVKUuEv6Y
(20:16) LinkedIn Jobs - Post your first job for free at https://www.linkedin.com/twist
(31:00) Zendesk - Get six months free at http://www.zendesk.com/twist
*
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
Eppo. Experimentation is how generation-defining companies win. Accelerate your experimentation velocity with Eppo. Visit https://www.geteppo.com/twist
Eight Sleep. Good sleep is the ultimate game changer. Now you can add the Pod Cover to any mattress! Go to https://www.eightsleep.com/twist to check out the Pod Cover and get $200 off the pod plus free shipping!
Mercury. Mercury is the fintech startups use for banking* and all their financial workflows. Paying bills, staying in control of company spend, and closing the books doesn't need to be so complex — that's why Mercury powers it all from the one thing every business needs: the bank account. Join 200K startups who use Mercury to operate at their best at http://mercury.com *Mercury is a financial technology company, not a bank. Banking services provided by Choice Financial Group and Evolve Bank & Trust, Members FDIC.
*
Todays show:
Jason and Presh kick off the Founder University pitch competition (00:00), then we hear from Peter on Props AI (10:17), Alan on 2ndHandGeek (21:15), and Alex on Zweelie (37:18). Finally, Jason awards a $25K investment (), and details how to apply!
*
Timestamps:
(00:00) Jason kicks off the show!
(1:16) Jason brings on Presh to introduce today's pitches!
(9:17) Eppo. Accelerate your experimentation velocity with Eppo. Visit https://www.geteppo.com/twist
(10:17) Peter Kirkham pitches Props AI
(19:45) Eight Sleep - Go to https://www.eightsleep.com/twist for $200 off the Pod plus free shipping
(21:15) Alan Blakeborough Pitches 2ndHandGeek
(36:16) Mercury - Join 200K startups who use Mercury to operate at their best at http://mercury.com
(37:18) Alex Hanna pitches Zweelie
(41:44) Jason picks the startup he will invest in!
(43:26) Advice for founders and Q&A
*
Founder University: Cohort 8 begins May 9th! Apply here: https://www.founder.university
*
We are doing Founder Fridays! Go check out https://founderfridays.tech
*
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
*
Follow Peter:
X: https://twitter.com/k11kirky
LinkedIn: https://www.linkedin.com/in/peter-kirkham
Props AI: www.getprops.ai
*
Follow Alan:
LinkedIn: https://www.linkedin.com/in/f3zorroblake
2ndHandGeek: https://exchange.2ndhandgeek.com
*
Follow Alex:
LinkedIn: https://www.linkedin.com/in/alex-hanna-founder
Zweelie: http://zweelie.com
*
Follow Jason:
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Thank you to our partners:
(9:17) Eppo. Accelerate your experimentation velocity with Eppo. Visit https://www.geteppo.com/twist
(19:45) Eight Sleep - Go to https://www.eightsleep.com/twist for $200 off the Pod plus free shipping
(36:16) Mercury - Join 200K startups who use Mercury to operate at their best at http://mercury.com
*
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
Squarespace. Turn your idea into a new website!
Go to http://www.Squarespace.com/TWIST for a free trial. When you’re ready to launch, use offer code TWIST to save 10% off your first purchase of a website or domain.
Vanta. Compliance and security shouldn't be a deal-breaker for startups to win new business. Vanta makes it easy for companies to get a SOC 2 report fast. TWiST listeners can get $1,000 off for a limited time at http://www.vanta.com/twist
Wistia. All-in-one video platform for business, with tools that help you create, manage, and measure the impact of your videos. Try Wistia for free at http://www.wistia.com/startups
*
Timestamps:
(0:00) Sunny joins Jason to dive into this week’s AI news and demos.
(1:52) Various user-driven enhancements to Llama 3
(8:28) Abacus runs Llama-3 locally on your iPhone.
(10:31) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at http://www.Squarespace.com/TWIST
(11:54) ChatGPT's new memory feature
(18:43) Deep dive into the advancements in self-driving car technology and Tesla’s FSD
(21:43) Vanta - Get $1000 off your SOC 2 at http://www.vanta.com/twist
(24:30) Sunny breaks down how far we are away to different degrees of self-driving cars. (29:22) Wistia - Try Wistia for free at https://wistia.com/startups
(33:48) Sunny weighs the possibility of a Robotaxi death in the next couple of years.
(37:11) Sunny’s theory that the leader in autonomous cars will be the one to use the Uber model.
(46:02) Jason has producer Cort jump on the pod to try out an “AI Death Calculator”.
(51:10) Sunny demos Vibecheck.
(59:49) Sunny demos Wisdolia.
(1:02:25) Sunny demos Globe Engineer
*
Check out Groq: https://groq.com/
Check out the tweet about Llama-3: https://twitter.com/minchoi/status/1784907752659161432?s=42&t=79J_alIF_jrz1wn1s5pboQ
Check out vibecheck: https://vibecheck.market/
Check out Globe Engineer: https://explorer.globe.engineer/
Check out qobuz: https://www.qobuz.com/ca-en/discover
Check out Waymo: https://waymo.com/
Check out Wisdolia: https://app.wisdolia.com/
Check out Monic.AI: https://monic.ai/
Check out the Ai Death Calculator: https://life2vec.io/
Check out Founder Fridays: http://www.thisweekinstartups.com/meetups
*
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
*
Follow Sunny:
X: https://twitter.com/sundeep
LinkedIn: https://www.linkedin.com/in/sundeepm
*
Follow Jason:
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Thank you to our partners:
(10:31) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at http://www.Squarespace.com/TWIST
(21:43) Vanta - Get $1000 off your SOC 2 at http://www.vanta.com/twist
(29:22) Wistia - Try Wistia for free at https://wistia.com/startups
*
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
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*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
NetSuite. The number one cloud financial system, bringing accounting, financial management, inventory, and HR, into ONE platform. Giving you ONE source of truth. By popular demand, NetSuite has extended its one-of-a-kind flexible financing program for a few more weeks! Head to https://www.netsuite.com/liquidity
OpenPhone. Create business phone numbers for you and your team that work through an app on your smartphone or desktop. TWiST listeners can get an extra 20% off any plan for your first 6 months at https://www.openphone.com/twist
HiddenLayer. Generative AI is revolutionizing industries. HiddenLayer’s AI Detection & Response Solution secures your Generative AI & LLMs from malicious attack. Helping you generate more – by enabling seamless & secure Generative AI. Visit https://www.HiddenLayer.com/TWiST to learn more.
*
Todays show:
David Weisburd hosts Jeff Richards, Ryan Denehy, and Jason Calacanis to discuss down rounds in startups (5:26), changing operations in response to market shifts (23:07), and impact of AI & remote work on job availability (1:02:17).
*
Timestamps:
(0:00) David Weisburd intros Jeff Richards, Ryan Denehy, and Jason Calacanis
(5:26) Down rounds and cram down rounds in VC deals
(13:06) NetSuite - By popular demand, NetSuite has extended its one-of-a-kind flexible financing program for a few more weeks! Head to https://www.netsuite.com/liquidity
(14:22) The terms of investment and the importance of good business fundamentals
(21:67) OpenPhone - Get 20% off your first six months at https://www.openphone.com/twist
(23:24) Changing operations in response to market shifts
(30:20) Increasing deal flow and setting ambitious goals
(35:32) HiddenLayer. HiddenLayer’s AI Detection & Response Solution secures your Generative AI & LLMs from malicious attack. Visit https://www.HiddenLayer.com/TWiST to learn more
(37:26) AI adoption in startups and businesses
(1:02:33) The role of remote work in shaping the global economy and the potential of offshore hiring
(1:09:34) Comparing the fundraising process pre and post COVID
(1:14:30) Wrap up: Jeff's latest 3 investments and Ryan's company, https://www.Electric.ai
*
Follow Jeff:
X: https://twitter.com/jrichlive
LinkedIn: https://www.linkedin.com/in/jeffrichards
Check out: https://notablecap.com/
*
Follow Ryan:
X: https://twitter.com/denehyxxl
LinkedIn: https://www.linkedin.com/in/ryandenehy
Check out: https://www.electric.ai/
*
Follow David:
X: https://twitter.com/DWeisburd
LinkedIn: https://www.linkedin.com/in/dweisburd
Check out: https://10xcapital.com
*
Follow Jason:
X: https://twitter.com/jason
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Thank you to our partners:
(13:06) NetSuite - By popular demand, NetSuite has extended its one-of-a-kind flexible financing program for a few more weeks! Head to https://www.netsuite.com/liquidity
(21:67) OpenPhone - Get 20% off your first six months at https://www.openphone.com/twist
(35:32) HiddenLayer. HiddenLayer’s AI Detection & Response Solution secures your Generative AI & LLMs from malicious attack. Visit https://www.HiddenLayer.com/TWiST to learn more
*
Check out the Launch Accelerator: https://launchaccelerator.co
*
Check out Founder University: https://www.founder.university
*
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
*
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
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TikTok: https://www.tiktok.com/@thisweekinstartups
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
Coda. A new doc that brings words, tables and teams together. All your valuable data, plans, objectives, and strategies in one place. Go to https://www.coda.io/twist to get a $1,000 credit!
Northwest Registered Agent. Northwest Registered Agent will form your business quickly and easily. For just $39 plus state fees, Northwest will handle your complete business identity. Visit northwestregisteredagent.com/twist today.
NetSuite. The number one cloud financial system, bringing accounting, financial management, inventory, and HR, into ONE platform. Giving you ONE source of truth. By popular demand, NetSuite has extended its one-of-a-kind flexible financing program for a few more weeks! Head to http://www.NetSuite.com/twist
*
Timestamps:
(0:00) Edward Brawer joins Jason to dive into PodcastAI
(3:25) Introduction and origin story of Edward Brawer's entry into the podcasting AI technology
(5:42) Discussion on the features and benefits of PodcastAI, including its ability to automate podcast production processes
(9:40) Finding product-market-fit for PodcastAI
(11:38) Coda - Get started for free at https://www.coda.io/twist
(13:06) The success of their original cold calls to find those first first customers
(15:04) Main features and outline of PodcastAI version 1.0.
(20:19) Northwest Registered Agent - For just $39 plus state fees, Northwest will handle your complete business identity. Visit https://www.northwestregisteredagent.com/twist today.
(21:51) Hot feature they just launched: viral moments of your pod
(29:20) NetSuite - has extended its one-of-a-kind flexible financing program for a few more weeks! Head to http://www.NetSuite.com/twist
(31:33) A feature they made specifically from feedback from the All-in pod
(34:33) The hilarious origin story of Edward and Jason revolved around an AI version of Jason that, in turn, created an AI version of David Sacks
*
Check out Podcast AI: https://podcastai.com
*
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
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Follow Edward:
X: https://twitter.com/edwardbrawer
LinkedIn: https://www.linkedin.com/in/edwardbrawer/
*
Follow Jason:
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
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Thank you to our partners:
(11:38) Coda - Get started for free at https://www.coda.io/twist
(20:19) Northwest Registered Agent - For just $39 plus state fees, Northwest will handle your complete business identity. Visit northwestregisteredagent.com/twist today
(29:20) NetSuite - has extended its one-of-a-kind flexible financing program for a few more weeks! Head to http://www.NetSuite.com/twist*
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
LinkedIn Jobs. A business is only as strong as its people, and every hire matters. Go to https://www.linkedin.com/twist to post your first job for free. Terms and conditions apply.
Mantle. The AI-powered equity management platform designed for modern founders and operators. Get your first 12 months free at https://www.withmantle.com/twist
HubSpot. If you’re fundraising, be sure to check out the Million Dollar pitch competition from Hubspot for Startups & HubSpot Ventures. Apply now at https://www.hubspot.com/milliondollarpitch
*
Todays show:
Pulitzer Prize-winning journalist Charles Duhigg joins Jason to discuss the different types of conversations (9:29), the role of humor (22:48), and they way conversation dynamics can shift (49:30).
*
Timestamps (0:00) Charles Duhigg joins Jason to break down his latest publishing, Supercommunicators
(4:01) The importance of communication in startups and lessons from "The Power of Habit”
(8:06) LinkedIn Jobs - Post your first job for free at https://www.linkedin.com/twist
(9:29) The role of communication in organizations and the different types of conversations
(21:30) Mantle - Get your first 12 months free at https://withmantle.com/twist
(22:48) Exploring the role of humor, laughter, and vulnerability in conversations
(30:06) Understanding gender and cultural differences in communication
(39:23) HubSpot - Be sure to check out the Million Dollar pitch competition from Hubspot for Startups & HubSpot Ventures. Apply now at https://www.hubspot.com/milliondollarpitch
(40:34) The role anecdotes have in conversation
(49:30) How the dynamic of the conversation shifts when someone has an ask
(1:01:35) The Harvard Study of Adult Development
(1:06:36) Closing remarks
*
Check out Supercommunicators: https://www.charlesduhigg.com/supercommunicators
*
Follow Charles:
X: https://twitter.com/cduhigg
LinkedIn: https://www.linkedin.com/in/charlesduhigg/
*
Follow Jason:
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
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Thank you to our partners:
(8:06) LinkedIn Jobs - Post your first job for free at https://www.linkedin.com/twist (21:30) Mantle - Get your first 12 months free at https://www.withmantle.com/twist (39:23) HubSpot - Be sure to check out Hubspot for Startups & HubSpot Ventures for their Million Dollar pitch competition. Apply now at https://www.hubspot.com/milliondollarpitch
*
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
*
Founder University: Cohort 8 begins May 9th. Apply here: https://www.founder.university
This Week in Startups is brought to you by…
Vanta. Compliance and security shouldn't be a deal-breaker for startups to win new business. Vanta makes it easy for companies to get a SOC 2 report fast. TWiST listeners can get $1,000 off for a limited time at http://www.vanta.com/twist
Squarespace. Turn your idea into a new website! Go to https://www.Squarespace.com/twist for a free trial. When you’re ready to launch, use offer code TWIST to save 10% off your first purchase of a website or domain.
Mercury. Mercury is the fintech startups use for banking* and all their financial workflows. Paying bills, staying in control of company spend, and closing the books doesn't need to be so complex — that's why Mercury powers it all from the one thing every business needs: the bank account. Join 200K startups who use Mercury to operate at their best at http://mercury.com *Mercury is a financial technology company, not a bank. Banking services provided by Choice Financial Group and Evolve Bank & Trust, Members FDIC.
*
Todays show:
Jason kicks off Ask Jason live! 5 live guests ask questions on key topics, including finding job opportunities (1:43), the “likely winner” and “definitive winner” framework (26:19), how a non-AI startup with traction can stand out to potential investors (1:04:05), and more!
*
Timestamps (0:00) Jason kicks off another Ask Jason with 5 live guests!
(1:43) Dustin asks about how to find job opportunities and market his generalist skills
(9:50) Vanta - Get $1000 off your SOC 2 at http://www.vanta.com/twist
(10:42) Dustin asks about how to find job opportunities and market his generalist skills
(24:57) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/twist
(26:19) Francis asks about defining the terms "likely winner" and "definitive winner" in a strategic framework using specific metrics
(39:15) Mercury - Join 200K startups who use Mercury to operate at their best at http://mercury.com
(40:17) Mathew asks about choosing between mission-aligned sponsors and more lucrative, unrelated advertising opportunities for his podcast
(52:23) Jason asks whether to continue low-cost growth strategies or seek seed funding to boost growth through advertising, as their product is the advertising itself
(1:04:05) Douglas asks about how a non-AI startup with traction can stand out to potential investors
(1:15:37) Host or join Founder Fridays! Go check out https://founderfridays.tech
*
Send us your questions for the next episode of Ask Jason LIVE! http://www.thisweekinstartups.com/askjason
*
Follow Jason:
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
*
Thank you to our partners:
(9:50) Vanta - Get $1000 off your SOC 2 at http://www.vanta.com/twist
(24:57) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/twist
(39:15) Mercury - Join 200K startups who use Mercury to operate at their best at http://mercury.com
*
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
*
Founder University: Cohort 8 begins May 9th. Apply here: https://www.founder.university
This Week in Startups is brought to you by…
LinkedIn Ads. To redeem a $100 LinkedIn ad credit and launch your first campaign, go to http://www.linkedin.com/thisweekinstartups
Curotec. Are you one of those companies that knows you need to be using AI, but you're not even sure where to start? Well then you need Curotec. They are AI experts, and they're offering TWiST listeners an AI Strategy Roadmap tailored to your business for $5000. That's 50% off the normal cost just for telling them we sent you. Check out http://www.curotec.com/twist and get $5000 off!
Zendesk. The best customer experiences are built with Zendesk. Qualifying startups can join their Startup program and get Zendesk products free, for six months! Visit http://www.zendesk.com/twist today to get started.
*
Timestamps:
(0:00) Sunny joins Jason to dive into this week’s AI news and demos.
(2:03) Examination of Facebook's Llama 3 model, its impact on the AI community, and its superior performance compared to GPT-4 despite being a smaller model.
(4:45) Open source vs. commercial products
(9:14) LinkedIn Ads - Get a $100 LinkedIn ad credit at http://www.linkedin.com/thisweekinstartups
(10:42) Three big projects where Facebook has affected the open community.
(15:38) US Air Foruce staging dogfights with AI-flown fighter jets. (19:09) Curotec - Check out http://www.curotec.com/twist and get $5000 off
(21:06) Looking at Grok’s capabilities in first-party research.
(27:35) Zendesk - Get six months free at http://www.zendesk.com/twist
(29:08) Jason asks Grok a more “spicey” question regarding Trump.
(40:46) Sunny demos Marblism.
(45:33) Sunny demos Lumona *
Check out Marblism: https://www.marblism.com
Check out Lumona:https://www.lumona.ai
Article “US Air Force stages dogfights with AI-flown fighter jet” https://www.defensenews.com/air/2024/04/19/us-air-force-stages-dogfights-with-ai-flown-fighter-jet
Check out Groq: https://groq.com
Check out qobuz: https://www.qobuz.com/ca-en/discover
Article: Meta is opening up Horizon OS to third parties, Asus and Lenovo first with new headsets https://www.gsmarena.com/meta_is_opening_up_horizon_os_to_third_parties_asus_and_lenovo_first_with_new_headsets_-news-62561.php
Check out Waymo: https://waymo.com
Check out Founder Fridays: http://www.thisweekinstartups.com/meetups
Check out Bubble: https://bubble.io
*
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
*
Follow Sunny:
X: https://twitter.com/sundeep
LinkedIn: https://www.linkedin.com/in/sundeepm
*
Follow Jason:
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Thank you to our partners:
(9:14) LinkedIn Ads - Get a $100 LinkedIn ad credit at http://www.linkedin.com/thisweekinstartups
(19:09) Curotec - Check out http://www.curotec.com/twist and get $5000 off
(27:35) Zendesk - Get six months free at http://www.zendesk.com/twist
*
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
OpenPhone. Create business phone numbers for you and your team that work through an app on your smartphone or desktop. TWiST listeners can get an extra 20% off any plan for your first 6 months at http://www.openphone.com/twist
Eppo. Experimentation is how generation-defining companies win. Accelerate your experimentation velocity with Eppo. Visit https://www.geteppo.com/twist
HiddenLayer. Generative AI is revolutionizing industries. HiddenLayer’s AI Detection & Response Solution secures your Generative AI & LLMs from malicious attack. Helping you generate more – by enabling seamless & secure Generative AI. Visit https://www.HiddenLayer.com/TWiST to learn more.
*
Timestamps:
(0:00) Sunny joins Jason to dive into this week's AI news and demos.
(1:39) AI, LLMs, and Groq infrastructure discussion.
(9:32) OpenPhone - Get 20% off your first six months at http://www.openphone.com/twist
(11:00 ) Meta's AI landing page, new search engine, and investment strategies
(20:06 ) Eppo. Accelerate your experimentation velocity with Eppo. Visit https://www.geteppo.com/twist
(23:19) Zuckerberg's approach towards Google's dominance and the impact of Meta's search engine
(30:19) HiddenLayer. HiddenLayer’s AI Detection & Response Solution secures your Generative AI & LLMs from malicious attack. Visit https://www.HiddenLayer.com/TWiST to learn more.
(32:11) Importance of a dedicated domain name and Google's commitment to Google Plus
(34:36) Meta's progress in AI and the strategy of open sourcing
(45:34) The industrial revolution in technology, AI development, and rights issues
*
Check out Meta AI: https://www.meta.ai/
Check out Groq: https://groq.com/
*
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
*
Follow Sunny:
X: https://twitter.com/sundeep
LinkedIn: https://www.linkedin.com/in/sundeepm
*
Follow Jason:
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Thank you to our partners:
(9:32) OpenPhone - Get 20% off your first six months at http://www.openphone.com/twist
(20:06 ) Eppo. Accelerate your experimentation velocity with Eppo. Visit https://www.geteppo.com/twist
(30:19) HiddenLayer. HiddenLayer’s AI Detection & Response Solution secures your Generative AI & LLMs from malicious attack. Visit https://www.HiddenLayer.com/TWiST to learn more.
*
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
Hubspot for Podcast Network. Looking to up your marketing game?
Check out HubSpot's Chatbot Builder: https://clickhubspot.com/s0u
Chatbot Tutorial here: https://clickhubspot.com/mfx
DevSquad. Most dev agencies only offer developers. Why? Because product management is hard. Get an entire product team for the cost of one US developer plus 10% off at https://www.devsquad.com/twist
Mercury is the fintech startups use for banking* and all their financial workflows. Paying bills, staying in control of company spend, and closing the books doesn't need to be so complex — that's why Mercury powers it all from the one thing every business needs: the bank account. Join 200K startups who use Mercury to operate at their best at http://mercury.com *Mercury is a financial technology company, not a bank. Banking services provided by Choice Financial Group and Evolve Bank & Trust, Members FDIC.
*
Todays show:
David Weisburd hosts Logan Bartlett, Hunter Somerville, and Jason Calacanis to discuss the fundraising market (3:07), M&A (26:45), Google’s huge investment in generative AI (58:15), and much more!
*
Timestamps:
(0:00) David Weisburd intros Logan Bartlett, Hunter Somerville, and Jason Calacanis
(3:07) Tiger's recent fund and fundraising indicators
(11:55) HubSpot’s Chatbot Builder - https://clickhubspot.com/s0u https://clickhubspot.com/mfx
(13:26) The challenges and realities of venture capital
(25:14) DevSquad - Get an entire product team for the cost of one US developer plus 10% off at https://www.devsquad.com/twist
(26:45) Startup acquisitions, due diligence, and unethical behaviors in the industry
(31:27) Selling partial positions in startups and structuring the selling of shares
(37:18) Mercury - Join 200K startups who use Mercury to operate at their best at http://mercury.com
(38:20) Cendana and Kline Hill’s $105M fund to buy stakes in seed VC funds
(46:59) The correlation between capital consumption and equity value, and the dangers of excess capital
(54:28) The role of private equity in tech M&A and the future of tech IPOs
(58:15) Google's $100 billion investment in AI and competition in the AI ecosystem
(1:06:30) The challenge of capacity in seed stage investing and the value of a strong community in portfolio management
*
Follow Logan:
X: https://twitter.com/loganbartlett
LinkedIn: https://www.linkedin.com/in/loganbartlett
Check out: https://www.redpoint.com
*
Follow Hunter:
LinkedIn: https://www.linkedin.com/in/hunter-somerville-2a24117
Check out: https://www.stepstonegroup.com/
*
Follow David:
X: https://twitter.com/DWeisburd
LinkedIn: https://www.linkedin.com/in/dweisburd
Check out: https://10xcapital.com
*
Follow Jason:
X: https://twitter.com/jason
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Thank you to our partners:
(11:55) HubSpot’s Chatbot Builder - https://clickhubspot.com/s0u https://clickhubspot.com/mfx
(25:14) DevSquad - Get an entire product team for the cost of one US developer plus 10% off at https://www.devsquad.com/twist
(37:18) Mercury - Join 200K startups who use Mercury to operate at their best at http://mercury.com
*
Check out the Launch Accelerator: https://launchaccelerator.co
*
Check out Founder University: https://www.founder.university
*
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
*
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
Squarespace. Turn your idea into a new website! Go to http://www.Squarespace.com/TWIST for a free trial. When you’re ready to launch, use offer code TWIST to save 10% off your first purchase of a website or domain.
Vanta. Compliance and security shouldn't be a deal-breaker for startups to win new business. Vanta makes it easy for companies to get a SOC 2 report fast. TWiST listeners can get $1,000 off for a limited time at http://www.vanta.com/twist
The Equinix Startup program offers a hybrid infrastructure solution for startups, including up to $100K in credits and personalized consultations and guidance from the Equinix team. Go to https://deploy.equinix.com/startups to apply today.
*
Todays show:
Sohail Prasad joins Jason to discuss Destiny Tech 100 and why it was created (3:46), comparing the market cap to the actual holdings and the pent-up demand (11:35), how Destiny acquires the shares and how they manage both positive and negative reactions (26:49), and more!
*
Timestamps:
(0:00) Sohail Prasad of Destiny (D/XYZ) joins Jason.
(3:46) Breaking down Destiny Tech 100 and why it was created.
(5:20) What is a closed-end fund and how does it fit into the ecosystem?
(8:37) The DIY approach used to bring this to the market.
(9:33) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at http://www.Squarespace.com/TWIST
(10:54) How Destiny Tech 100 works as a direct listing.
(11:35) Comparing the market cap to the actual holdings and the pent-up demand.
(14:46) Looking at how Sohail and the company make their profits and why he does this instead of gathering higher carry.
(18:52) Vanta - Get $1000 off your SOC 2 at http://www.vanta.com/twist
(22:05) The concerns of the swinging nature of the stock price and the long-term view.
(26:49) How Destiny acquires the shares and how they manage both positive and negative reactions. (30:26) Equinix - Join the Equinix Startup Program for up to $100K in credits and much more at https://deploy.equinix.com/startups
(34:10) Destiny’s access to financials for companies in their portfolio. (35:51) Strategy behind exits for the fund and companies that then go public. (43:13) The size of the team needed to run Dest
*
Check out Destiny (D/XYZ): https://destiny.xyz/
*
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
*
Follow Sohail:
X: https://twitter.com/sohailprasad
LinkedIn: https://www.linkedin.com/in/sohailprasad/
*
Follow Jason:
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Thank you to our partners:
(9:33) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at http://www.Squarespace.com/TWIST
(18:52) Vanta - Get $1000 off your SOC 2 at http://www.vanta.com/twist (30:26) Equinix - Join the Equinix Startup Program for up to $100K in credits and much more at https://deploy.equinix.com/startups
*
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
Wistia. All-in-one video platform for business, with tools that help you create, manage, and measure the impact of your videos. Try Wistia for free at https://wistia.com/startups
Eight Sleep. Good sleep is the ultimate game changer. Now you can add the Pod Cover to any mattress! Go to https://www.eightsleep.com/twist to check out the Pod Cover and get $200 off the pod plus free shipping!
Northwest Registered Agent. Northwest Registered Agent will form your business quickly and easily. For just $39 plus state fees, Northwest will handle your complete business identity. Visit https://www.northwestregisteredagent.com/twist today
*
Todays show:
Jason and Presh kick off the Founder University pitch competition (00:00), then we hear from Jared on Umbrella Sports (6:40), Linda on Mastertech (14:47), and Aleksandr on Ellis (24:20). Finally, Jason awards a $25K investment (44:17), and Presh details how to apply!
*
Timestamps:
(00:00) Jason kicks off the show!
(2:49) Jason brings on Presh to explain the fundamentals of Founder University and introduces today's pitches!
(6:40) Jared Lewandowski pitches Umbrella Sports
(13:20) Wistia - Try Wistia for free at https://wistia.com/startups
(14:47) Linda Gray pitches Mastertech
(22:51) Eight Sleep - Go to https://www.eightsleep.com/twist for $200 off the Pod plus free shipping
(24:20) Aleksandr Diamond pitches Ellis
(29:39) Jason and Presh assess the startups and their pitches
(39:43) Northwest Registered Agent - For just $39 plus state fees, Northwest will handle your complete business identity. Visit https://www.northwestregisteredagent.com/twist today
(44:12) Jason picks the startup he will invest in!
(44:51) Feedback on the Founder University experience
*
Founder University: Cohort 8 begins May 9th! Apply here: https://www.founder.university
*
We are doing Founder Fridays! Go check out https://founderfridays.tech
*
Follow Jared:
X: https://twitter.com/_playumbrella
LinkedIn: https://www.linkedin.com/in/jaredlewandowski
Check out Umbrella Sports: https://www.playumbrella.com
*
Follow Linda:
X: https://twitter.com/mastertechai
LinkedIn: https://www.linkedin.com/in/linda-gray-6433b251/
Check out Mastertech: https://www.mastertech.ai/
*
Follow Aleksandr:
X: https://twitter.com/heyaleksandr
LinkedIn: https://www.linkedin.com/in/asdiamond
Check out Ellis: https://ellis.so
*
Follow Jason:
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
*
Thank you to our partners:
(13:20) Wistia - Try Wistia for free at https://wistia.com/startups
(22:51) Eight Sleep - Go to https://www.eightsleep.com/twist for $200 off the Pod plus free shipping
(39:43) Northwest Registered Agent - For just $39 plus state fees, Northwest will handle your complete business identity. Visit https://www.northwestregisteredagent.com/twist today
*
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
*
Founder University: Cohort 8 begins May 9th. Apply here: https://www.founder.university
This Week in Startups is brought to you by…
Gusto is easy online payroll, benefits, and HR built for modern small businesses.
Get three months free when you run your first payroll at http://www.Gusto.com/twist
Mantle. The AI-powered equity management platform designed for modern founders and operators.
Get your first 12 months free at https://www.withmantle.com/TWIST
Hubspot. Join thousands of companies that are growing better with HubSpot for Startups.
Learn more and get extra benefits for being a TWiST listener now at http://www.hubspot.com/startups/twist
*
Todays show:
Sunny joins Jason to dive into AI news and demos including, Adam Schiff and the new bill to force AI companies to reveal use of copyrighted art (9:03), Udio the recent AI music creator catching a lot of hype (17:48), the AI dictation power of Aqua (39:10), and more!
*
Timestamps:
(0:00) Sunny joins Jason to dive into this weeks AI news and demos.
(4:02) AI News: Meta, Google and Intel all launched chips this week.
(9:03) Adam Schiff and the new bill to force AI companies to reveal use of copyrighted art
(9:51) Gusto - Get three months free when you run your first payroll at http://www.gusto.com/twist
(17:48) Sunny demos Udio - the recent AI music creator catching a lot of hype.
(19:36) Mantle - Get your first 12 months free at https://www.withmantle.com/TWIST
(20:56) Sunny and Jason further explore Udio and discuss the copyright issues around AI models.
(31:45) Hubspot for Startups - Learn more and get extra benefits for being a TWiST listener now at https://www.hubspot.com/startups. Check out their report “How AI is Redefining Startup GTM Strategy” here: https://bit.ly/hubspot-ai-report
(36:31) Sunny creates a song with Udio about Jason’s passion for copyright laws.
(39:10) Sunny demos Aqua.
(45:36) Sunny demos SWE-Agent
*
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
*
LINKS:
Check out Udio: https://www.udio.com/
Rolling Stone article on Udio: https://www.rollingstone.com/music/music-features/udio-ai-music-chatgpt-suno-1235001675/
Check out Aqua: https://withaqua.com/
Check out SWE-Agent: https://swe-agent.com/demo
Meta’s new chip news: https://twitter.com/Techmeme/status/1778078194345955765
Google’s new chip news: https://twitter.com/WSJ/status/1777654095601348775
Intel’s new chip news: https://twitter.com/Techmeme/status/1777725152102699026
Article on Adam Schiff introducing new bill: https://www.theguardian.com/technology/2024/apr/09/artificial-intelligence-bill-copyright-art
Check out statmuse: https://www.statmuse.com/
*
Follow Sunny:
X: https://twitter.com/sundeep
LinkedIn: https://www.linkedin.com/in/sundeepm
*
Follow Jason:
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Thank you to our partners:
(9:51) Gusto - Get three months free when you run your first payroll at http://www.gusto.com/twist
(19:36) Mantle - Get your first 12 months free at https://www.withmantle.com/TWIST
(31:45) Hubspot for Startups - Learn more and get extra benefits for being a TWiST listener now at https://www.hubspot.com/startups. Check out their report “How AI is Redefining Startup GTM Strategy” here: https://bit.ly/hubspot-ai-report
*
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
Squarespace. Turn your idea into a new website! Go to http://www.Squarespace.com/TWIST for a free trial. When you’re ready to launch, use offer code TWIST to save 10% off your first purchase of a website or domain.
OpenPhone. Create business phone numbers for you and your team that work through an app on your smartphone or desktop. TWiST listeners can get an extra 20% off any plan for your first 6 months at http://www.openphone.com/twist
CLA. Innovation takes balance. CLA's CPAs, consultants, and wealth advisors can help you get from startup to where you want to end up. Get started now at CLAconnect.com/tech
Todays show:
David Weisburd hosts David Clark, Tomasz Tunguz, and Jason Calacanis to discuss the new YC class (1:59), startup valuations (19:34), the investment landscape (30:17), and more!
*
Timestamps:
(00:00) David Weisburd intros David Clark, Tomasz Tunguz, and Jason Calacanis
(1:59) The latest YC class and rise of AI startups
(9:36) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at http://www.Squarespace.com/TWIST
(10:55) Role of the founding team in AI startups
(19:34) Startup valuations and the changing landscape of seed deals and Series A rounds
(29:01) OpenPhone - Get 20% off your first six months at http://www.openphone.com/twist
(30:17) Tomasz Tunguz’s journey to raising his fund and the challenges of the VC industry
(37:32) Personality types in venture capital and handling company wind downs
(39:20) CLA - Get started with CLA's CPAs, consultants, and wealth advisors now at https://claconnect.com/tech
(40:52) VC’s moving out and the challenge of picking the right company to invest in
(59:27) Active reserves management
(1:09:00) Lightning round: Top 3 investments
*
Mentioned on show:
*
Follow David Clark:
X: https://twitter.com/daveclark85
LinkedIn: https://www.linkedin.com/in/david-clark-6678b6b/
Check out VenCap: https://www.vencap.com/
*
Follow Tomasz Tunguz:
X: https://twitter.com/ttunguz
LinkedIn: https://www.linkedin.com/in/tomasztunguz
Check out Theory Ventures: https://theory.ventures
*
Follow Jason:
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
*
Thank you to our partners:
(9:36) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at http://www.Squarespace.com/TWIST
(29:01) OpenPhone - Get 20% off your first six months at http://www.openphone.com/twist
(39:20) CLA - Get started with CLA's CPAs, consultants, and wealth advisors now at https://claconnect.com/tech
*
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
Vanta. Compliance and security shouldn't be a deal-breaker for startups to win new business. Vanta makes it easy for companies to get a SOC 2 report fast. TWiST listeners can get $1,000 off for a limited time at http://www.vanta.com/twist
LinkedIn Ads. To redeem a $100 LinkedIn ad credit and launch your first campaign, go to http://www.linkedin.com/thisweekinstartups
Zendesk. The best customer experiences are built with Zendesk. Qualifying startups can join their Startup program and get Zendesk products free, for six months! Visit http://www.zendesk.com/twist today to get started.
*
Todays show:
Alef’s Jim Dukhovny joins Jason to discuss different approaches to flying car tech (1:16), Alef’s vehicle design (9:17), commercial aspects (22:39), and more!
*
Timestamps:
(00:00) Alef’s Jim Dukhovny joins Jason
(1:16) Alef’s mission and the different approaches to VTOL and flying car technologies
(8:25) Vanta - Get $1000 off your SOC 2 at http://www.vanta.com/twist
(9:17) Alef’s approach to vehicle design and use of existing technologies in a new format
(12:10) Technical details of Alef’s vehicle design, including propulsion systems and structural innovations
(14:27) Challenges of designing flying vehicles that function both as cars and aircraft
(21:11) LinkedIn Ads - Get a $100 LinkedIn ad credit at http://www.linkedin.com/thisweekinstartups
(22:39) Commercial aspects, including pricing, customer pre-orders, and manufacturing plans
(26:13) Regulatory and certification challenges and the potential timeline for bringing the product to market
(32:46) Zendesk - Get six months free at http://www.zendesk.com/twist
(34:16) Ballistic parachute systems in drones, planes, and Alef’s vehicles
(38:53) The long-term vision for autonomous flying cars
*
Sources:
https://www.youtube.com/watch?v=qtzuL3WSiGY
https://www.youtube.com/watch?v=7Gzdo107SmE
https://www.youtube.com/watch?v=gBCUQlF3MMU
https://www.youtube.com/watch?v=lxaFFuN1vpc
https://www.youtube.com/watch?v=FT4buS7avd4
*
Follow Jim:
X: https://twitter.com/AlefAeronautics
LinkedIn: https://www.linkedin.com/in/jimdukhovny
Check out Alef: https://alef.aero
*
Follow Jason:
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
*
Thank you to our partners:
(8:25) Vanta - Get $1000 off your SOC 2 at http://www.vanta.com/twist
(21:11) LinkedIn Ads - Get a $100 LinkedIn ad credit at http://www.linkedin.com/thisweekinstartups
(32:46) Zendesk - Get six months free at http://www.zendesk.com/twist
*
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
LinkedIn Jobs. A business is only as strong as its people, and every hire matters. Go to LinkedIn.com/TWIST to post your first job for free. Terms and conditions apply.
Experimentation is how generation-defining companies win. Accelerate your experimentation velocity with Eppo. Visit https://geteppo.com/twist
Attio - A radically new CRM for the next era of companies. Head to attio.com/twist to get 15% off for your first year.
*
Todays show:
Liquid AI’s Ramin Hasani joins Jason to discuss the mission and the concept of Liquid AI's liquid neural networks (1:09). They dive into liquid neural networks’ applications (16:07), transition from theory to execution (21:37), their efficiency on small devices (27:30), and more!
*
Timestamps:
(0:00) Liquid AI CEO and co-founder Ramin Hasani joins Jason
(1:09) Liquid AI's mission and concept of liquid neural networks
(7:06) LinkedIn Jobs - Post your first job for free at https://linkedin.com/twist
(8:34) Demo of Liquid AI: traditional vs. Liquid neural networks in autonomous driving
(16:07) Practical applications of Liquid AI
(20:07) Eppo. Accelerate your experimentation velocity with Eppo. Visit https://geteppo.com/twist
(21:37) Commercializing worm-inspired AI systems, building a team, and solving problems across various sectors
(27:30) Efficiency of liquid neural networks in compact devices like the Raspberry Pi and the transformative potential of AI modeled after worms.
(34:15) Attio - Head to https://attio.com/twist to get 15% off for your first year.
(35:24) Data ownership in AI and incentivizing data providers
(41:18) Role of AI in real-world applications
(43:57) Societal impact of AI, job displacement, and the optimistic view on AI's potential
(50:25) Explanation of physical models vs statistical models in AI and the challenge of understanding black box AI systems
(57:01) Speculations about AGI's market cap, who might achieve AGI first, and the potential of using AI systems to build various applications
(1:00:12) Comparison between open-source and closed-source models in AI and the trend of open-source moves in the AI industry
*
Mentioned on the show:
https://www.raspberrypi.com/products/raspberry-pi-5
https://www.capgemini.com/us-en
https://www.cnn.com/videos/media/2024/04/02/the-daily-show-jon-stewart-ai-work-force-jobs-orig.cnn
*
Source of C. elegans worm footage:
https://www.youtube.com/watch?v=zjqLwPgLnV0&t=1s
*
Follow Ramin:
X: https://twitter.com/ramin_m_h
LinkedIn: https://www.linkedin.com/in/raminhasani
Check out Liquid AI: https://www.liquid.ai
*
Follow Jason:
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
*
Thank you to our partners:
(7:06) LinkedIn Jobs - Post your first job for free at https://linkedin.com/twist
(20:07) Eppo. Accelerate your experimentation velocity with Eppo. Visit https://geteppo.com/twist
(34:15) Attio - Head to https://attio.com/twist to get 15% off for your first year.
*
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
DevSquad. Most dev agencies only offer developers. Why? Because product management is hard. Get an entire product team for the cost of one US developer plus 10% off at http://devsquad.com/twist.
Hubspot for Podcast Networks. Looking to up your marketing game?
Check out the podcast: Marketing Against the Grain
Hosted by: Hubspot CMO Kipp Bodnar and Zapier CMO Kieran Flannigan
They bring you the latest in marketing trends, growth tactics and innovation.
Available on all your favorite podcast apps.
Gelt. It’s time to take control over your taxes. Discover how Gelt can help you to manage and optimize both your personal and business taxes. Visit https://joingelt.com/twist now.
*
Todays show:
David Weisburd hosts Apurva Mehta, Jack Altman, and Jason Calacanis to discuss Sam Altman’s huge investment wins (2:34), the role of SPVs (13:19), CalPERS increasing their exposure to venture (26:19), and liquidation preferences (45:56).
*
Timestamps:
(0:00) David Weisburd intros Apurva Mehta, Jack Altman, and Jason Calacanis
(2:34) Reddit's IPO and Sam Altman's investment success
(5:48) Apurva's investment strategy and thoughts on fund size and portfolio strategy
(11:50) DevSquad - Get an entire product team for the cost of one US developer plus 10% off at http://devsquad.com/twist
(13:19) The role of SPVs and the importance of trust in the investment ecosystem
(24:53) Marketing Against the Grain https://www.youtube.com/watch?v=xHrjktuM1Dc
(26:19) CalPERS and pension funds increasing their exposure to venture capital and private equity
(28:11) Is it a good time to invest in venture?
(41:48) Gelt. It’s time to take control over your taxes. Visit https://joingelt.com/twist now
(43:02) Fundraising and decision-making processes
(45:56) Higher liquidation preferences at the later stage
(55:49) Rapid fire segment on recent investments
*
Mentioned on the show:
https://www.foundationhealth.com
*
Follow Apurva:
X: https://twitter.com/mehtaaapurva
LinkedIn: https://www.linkedin.com/in/apurvaamehta/
*
Follow Jack:
LinkedIn: https://www.linkedin.com/in/jackealtman/
*
Follow David:
X: https://twitter.com/DWeisburd
LinkedIn: https://www.linkedin.com/in/dweisburd
Check out: https://10xcapital.com
*
Follow Jason:
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
*
Thank you to our partners:
(11:50) DevSquad - Get an entire product team for the cost of one US developer plus 10% off at http://devsquad.com/twist
(24:53) Marketing Against the Grain https://www.youtube.com/watch?v=xHrjktuM1Dc
(41:48) Gelt. It’s time to take control over your taxes. Visit https://joingelt.com/twist now
*
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
NetSuite. The number one cloud financial system, bringing accounting, financial management, inventory, and HR, into ONE platform. Giving you ONE source of truth. Now through April 15th, NetSuite is offering a one-of-a-kind flexible financing program. Head to http://www.NetSuite.com/twist
Squarespace. Turn your idea into a new website! Go to http://www.Squarespace.com/TWIST for a free trial. When you’re ready to launch, use offer code TWIST to save 10% off your first purchase of a website or domain.
Hubspot. Join thousands of companies that are growing better with HubSpot for Startups. Learn more and get extra benefits for being a TWiST listener now at https://www.hubspot.com/startups Check out their report “How AI is Redefining Startup GTM Strategy” here: https://bit.ly/hubspot-ai-report
*
Timestamps:
(0:00) Elliot Shmukler of Anomalo joins Jason to discuss growth tactics for businesses and startups.
(2:33) A primer on modern-day growth for startups from expert Elliot.
(6:20) Why referral programs are so powerful
(9:59) NetSuite. Now through April 15th, NetSuite is offering a one-of-a-kind flexible financing program. Head to http://www.NetSuite.com/twist
(11:39) The 2nd best thing you can do for the growth of your startup!
(15:55) Exploring "Give to Get" programs with examples from Elliot’s success.
(20:36) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at http://www.Squarespace.com/TWIST
(22:13) A critical growth action once you have your virality base is “conversion rate optimization”.
(25:45) The most effective sign-up practived today.
(30:31) Hubspot for Startups - Learn more and get extra benefits for being a TWiST listener now at https://www.hubspot.com/startups. Check out their report “How AI is Redefining Startup GTM Strategy” here: https://bit.ly/hubspot-ai-report
(31:52) The balance of adding friction in the user sign-up process.
(33:57) Elliot dives deeper into his best growth hacks and the most frustrating moments while at InstaCart, Wealthfront, and LinkedIn.
(39:51) Elliot discusses his new company, Anomalo, and its mission to solve data quality issues.
*
Check out Anomalo: https://www.anomalo.com/
*
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
*
Follow Elliott:
LinkedIn: https://www.linkedin.com/in/eshmu/
*
Follow Jason:
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Thank you to our partners:
(9:59) NetSuite. Now through April 15th, NetSuite is offering a one-of-a-kind flexible financing program. Head to http://www.NetSuite.com/twist
(20:36) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at http://www.Squarespace.com/TWIST
(30:31) Hubspot for Startups - Learn more and get extra benefits for being a TWiST listener now at https://www.hubspot.com/startups. Check out their report “How AI is Redefining Startup GTM Strategy” here: https://bit.ly/hubspot-ai-report
*
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
OpenPhone. Create business phone numbers for you and your team that work through an app on your smartphone or desktop. TWiST listeners can get an extra 20% off any plan for your first 6 months at http://www.openphone.com/twist
Gusto is easy online payroll, benefits, and HR built for modern small businesses. Get three months free when you run your first payroll at Gusto.com/twist.
Northwest Registered Agent. Northwest Registered Agent will form your business quickly and easily. For just $39 plus state fees, Northwest will handle your complete business identity. Visit https://www.northwestregisteredagent.com/twist today.
*
Todays show:
Brannin McBee joins Jason to discuss CoreWeave’s transition from cryptocurrency to AI (3:36), the energy dynamics of GPUs (14:04), innovations in data center cooling (19:28), and the future challenges and impacts of AI infrastructure on industries like search, advertising, and e-commerce (45:36).
*
Timestamps:
(00:00) CoreWeave’s Brannin McBee joins Jason
(3:36) The founding story of CoreWeave and the transition from the cryptocurrency market to AI
(12:49) OpenPhone - Get 20% off your first six months at http://www.openphone.com/twist
(14:04) Energy reliance of GPUs, the future of data centers, and the cost and efficiency of GPU cloud infrastructure
(19:28) Direct-to-chip liquid cooling and other cooling solutions for GPUs
(24:52) Demand trends for GPU capacity and the growth of inference linked to user growth
(29:06) Gusto - Get three months free when you run your first payroll at http://gusto.com/twist
(30:28) LPUs Vs. GPUs
(34:13) Dominance of Nvidia in training models, implications of open source chips and chip architecture
(39:01) Northwest Registered Agent - For just $39 plus state fees, Northwest will handle your complete business identity. Visit https://www.northwestregisteredagent.com/twist today.
(40:00) Challenges in training large language models and the use of infrastructure as a weapon by big tech
(45:36) The potential impact of AI on search engines, advertising sector, and ecommerce
(52:46) Timeline for supply-demand balance in AI infrastructure and the operational feat of running multiple data centers
*
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
*
Follow Brannin:
X: https://twitter.com/branninmcbee
LinkedIn: https://www.linkedin.com/in/branninmcbee
*
Follow Jason:
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Thank you to our partners:
(12:49) OpenPhone - Get 20% off your first six months at http://www.openphone.com/twist
(29:06) Gusto - Get three months free when you run your first payroll at http://gusto.com/twist
(39:01) Northwest Registered Agent - For just $39 plus state fees, Northwest will handle your complete business identity. Visit https://www.northwestregisteredagent.com/twist today.|
*
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
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*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
Vanta. Compliance and security shouldn't be a deal-breaker for startups to win new business. Vanta makes it easy for companies to get a SOC 2 report fast. TWiST listeners can get $1,000 off for a limited time at http://www.vanta.com/twist
Eight Sleep. Good sleep is the ultimate game changer. Now you can add the Pod Cover to any mattress! Go to https://www.eightsleep.com/twist to check out the Pod Cover and get $200 off the pod plus free shipping!
The Equinix Startup program offers a hybrid infrastructure solution for startups, including up to $100K in credits and personalized consultations and guidance from the Equinix team. Go to https://equinixstartups.com to apply today.
*
Todays show:
Sunny Madra joins Jason to discuss the potential of new search engines (16:44), the future of SEO(37:35), and demo innovative AI products (48:37).
*
Timestamps:
(00:00) Sunny Madra joins Jason
(2:42) Deep Dive into the cost of running queries and the decrease in the price of hardware storage
(11:41) Vanta - Get $1000 off your SOC 2 at http://www.vanta.com/twist
(12:33) The LMSYS Chatbot Arena Leaderboard
(16:44) Modern Answer Engines: You.com and Perplexity
(28:53) Eight Sleep - Go to https://www.eightsleep.com/twist $200 off the Pod plus free shipping
(30:22) Potential and challenges of new search engines
(36:30) Equinix - Join the Equinix Startup Program for up to $100K in credits and much more at https://deploy.equinix.com/startups
(37:35) Future of SEO and data sources in the context of new search engines
(48:37) Sunny demos Infinity AI
(54:35) Sunny and Jason discuss Hume AI’s Empathic Voice Interface
*
Check out:
https://huggingface.co/spaces/lmsys/chatbot-arena-leaderboard
*
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
*
Follow Sunny:
X: https://twitter.com/sundeep
LinkedIn: https://www.linkedin.com/in/sundeepm
*
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LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Thank you to our partners:
(11:41) Vanta - Get $1000 off your SOC 2 at http://www.vanta.com/twist
(28:53) Eight Sleep - Go to https://eightsleep.com/twist for $200 off the Pod plus free shipping
(36:30) Equinix - Join the Equinix Startup Program for up to $100K in credits and much more at https://deploy.equinix.com/startups
*
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
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*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
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Curotec. Are you one of those companies that knows you need to be using AI, but you're not even sure where to start? Well then you need Curotec. They are AI experts, and they're offering TWiST listeners an AI Strategy Roadmap tailored to your business for $5000. That's 50% off the normal cost just for telling them we sent you. Check out http://www.curotec.com/twist and get $5000 off!
*
Todays show:
David Weisburd hosts Dave McClure, Jordan Stein, and Jason Calacanis to discuss the evolution of fund spaces. The discuss investing in the YC ecosystem (00:28), the role of secondary funds today (40:26), and the importance of betting on outliers (1:00:49).
*
Timestamps:
(0:00) David Weisburd intros Dave McClure, Jordan Stein, and Jason Calacanis
(00:28) Reddit's IPO adds to YC's track record of successful public listings
(10:21) Mantle - Get your first 12 months free at https://withmantle.com/TWIST
(11:39) Strategy of investing in YC ecosystem and the importance of entry point evaluation
(18:40) YC's demo day and opportunities for other accelerators
(26:12) Hubspot - Marketing Against the Grain https://www.youtube.com/watch?v=fMNgyVFsk4g https://lnk.to/h3vKHnTW
(27:18) YC's demo day and opportunities for other accelerators cont.
(32:24) Carta’s report on the rise of capital call requests
(39:15) Curotec - Check out http://www.curotec.com/twist and get $5000 off
(40:26) The role of secondary funds in the current macroeconomic conditions and the potential for more company shutdowns
(1:00:49) Betting on outliers and the decision-making process for doubling down
(1:14:16) Lightning round: Top 3 investments from each guest
(1:25:20) Discussing the upcoming https://www.liquiditypod.com/summit
*
Check out:
*
Follow Dave:
X: https://twitter.com/davemcclure
LinkedIn: https://www.linkedin.com/in/davemcclure
Check out: https://practicalvc.com
*
Follow Jordan:
LinkedIn: https://www.linkedin.com/in/jordan-stein17
Check out: https://cressetcapital.com
*
Follow David:
X: https://twitter.com/DWeisburd
LinkedIn: https://www.linkedin.com/in/dweisburd
Check out: https://10xcapital.com
*
Follow Jason:
X: https://twitter.com/jason
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Thank you to our partners:
(10:21) Mantle - Get your first 12 months free at https://withmantle.com/TWIST (26:12) Hubspot - Marketing Against the Grain https://www.youtube.com/watch?v=fMNgyVFsk4g https://lnk.to/h3vKHnTW (39:15) Curotec - Check out http://www.curotec.com/twist and get $5000 off
*
Check out the Launch Accelerator: https://launchaccelerator.co
*
Check out Founder University: https://www.founder.university
*
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
*
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
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TikTok: https://www.tiktok.com/@thisweekinstartups
*
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This Week in Startups is brought to you by…
LinkedIn Jobs. A business is only as strong as its people, and every hire matters. Go to LinkedIn.com/TWIST to post your first job for free. Terms and conditions apply.
Vanta. Compliance and security shouldn't be a deal-breaker for startups to win new business. Vanta makes it easy for companies to get a SOC 2 report fast. TWiST listeners can get $1,000 off for a limited time at http://www.vanta.com/twist
Hubspot for Startups. Join thousands of companies that are growing better with HubSpot for Startups. Learn more and get extra benefits for being a TWiST listener now at https://www.hubspot.com/startups
*
Todays show:
Hume AI’s Alan Cowen joins Jason to demo Hume AI’s Empathic Voice Interface (6:08), Measurement API (16:20), and discuss the future implications of this tech, both positive and negative (44:14).
*
Timestamps:
(0:00) Hume AI’s Alan Cowen joins Jason
(3:01) Hume AI and the role of AI in understanding human emotions
(6:08) Hume AI’s Empathic Voice Interface (EVI) and its responsiveness to human emotions
(8:27) LinkedIn Jobs - Post your first job for free at https://linkedin.com/twist
(9:55) The components in speech that Hume AI studies and its application across different cultures
(16:20) Hume AI’s Measurement API and its design for real-time emotion and expression analysis
(21:16) Vanta - Get $1000 off your SOC 2 at http://www.vanta.com/twist
(22:07) What AI can reveal about a person based on their expressions
(24:12) The impact on customer service and security sectors
(27:24) Hume AI’s comedy bot and emotional detection capabilities
(36:08) Hubspot for Startups - Learn more and get extra benefits for being a TWiST listener now at https://www.hubspot.com/startups. Also, be sure to visit https://bit.ly/hubspot-ai-report
(37:01) Hume AI’s comedy bot / roast functionality
(44:11) The future implications, both positive and negative, of emotionally intelligent AI on society
.*
Check out Hume AI: https://www.hume.ai
*
Follow Alan:
X: https://twitter.com/alancowen
LinkedIn: https://www.linkedin.com/in/alan-cowen
*
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
*
Follow Jason:
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Thank you to our partners:
(8:27) LinkedIn Jobs - Go to https://linkedIn.com/angel and post your first job for free.
(21:16) Vanta - Get $1000 off your SOC 2 at http://www.vanta.com/twist
(36:08) Hubspot for Startups - ****Learn more and get extra benefits for being a TWiST listener now at https://www.hubspot.com/startups. Also, be sure to visit https://bit.ly/hubspot-ai-report
*
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
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TikTok: https://www.tiktok.com/@thisweekinstartups
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
Squarespace. Turn your idea into a new website! Go to https://www.Squarespace.com/twist for a free trial. When you’re ready to launch, use offer code TWIST to save 10% off your first purchase of a website or domain.
OpenPhone. Create business phone numbers for you and your team that work through an app on your smartphone or desktop. TWiST listeners can get an extra 20% off any plan for your first 6 months at http://www.openphone.com/twist
Eppo. Experimentation is how generation-defining companies win. Accelerate your experimentation velocity with Eppo. Visit http://www.geteppo.com/twist
*
Todays show:
Jason kicks off Ask Jason live! Six live guests ask questions on key topics, including prioritizing multiple founders (13:28), advice around moat for a startup (52:42), and whether not focusing on AI in a pitch will affect investment chances (1:02:38).
*
Timestamps:
(0:00) Jason kicks off another Ask Jason with 6 live guests!
(1:13) Sean asks about investment firms changing how they invest early on.
(11:42) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/twist
(13:28) Pierson of jellypod asks about prioritizing multiple founders for investments or accelerators
(22:54) OpenPhone - Get 20% off your first six months at http://www.openphone.com/twist
(24:47) Ann asks if they should raise venture capital to grow faster even though it means giving up some company ownership.
(32:01) Eppo. Accelerate your experimentation velocity with Eppo. Visit http://www.geteppo.com/twist
(39:56) Francis asks how to strike a balance between skepticism and enthusiasm when evaluating a company for investment, given that it's impossible to invest in every company.
(52:42) Hosum asks if explaining their startup's moat as current execution and future benefits after reaching product-market fit is enough to convince investors.
(1:02:38) Thom asks if not highlighting AI in our funding pitch will hurt our chances of getting investment.
*
Send us your questions for the next episode of Ask Jason LIVE! http://www.thisweekinstartups.com/askjason
*
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
*
Follow Jason:
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Thank you to our partners:
(11:42) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/twist
(22:54) OpenPhone - Get 20% off your first six months at http://www.openphone.com/twist
(32:01) Eppo. Accelerate your experimentation velocity with Eppo. Visit http://www.geteppo.com/twist
*
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
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TikTok: https://www.tiktok.com/@thisweekinstartups
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
LinkedIn Ads: To redeem a $100 LinkedIn ad credit and launch your first campaign,
go to http://www.linkedin.com/thisweekinstartups
Coda: A new doc that brings words, tables and teams together. All your valuable data, plans, objectives, and strategies in one place. Go to https://coda.io/twist to get a $1,000 credit!
Wistia is THE all-in-one video platform for business, with tools that help you create, manage, and measure the impact of your videos.
Try Wistia for free at http://www.wistia.com/startups
*
Todays show:
Sunny joins Jason to dive into AI news and demos, including a new report about AI and Enterprises (12:28), Gatekeep AI (23:34), Deepgram API Playground (39:55), and more!
*
Timestamps:
(0:00) Sunny joins Jason.
(4:33) What the resignation of the CEO of Stability AI signifies. (11:01) LinkedIn Ads - Get a $100 LinkedIn ad credit at http://www.linkedin.com/thisweekinstartups
(12:28) Exploring the a16z report about AI and Enterprises.
(20:42) Coda - Get a $1,000 startup credit at https://coda.io/twist
(23:34) Sunny demoes Gatekeep AI and get surprising results when Jason asks it to explain a “keystone”.
(31:27) Wistia - Try Wistia for free at wistia.com/startups.
(39:55) Sunny demoes Deepgram API Playground with a fun clip from a young Jason asking Steve Jobs a question.
(50:19 ) Sunny demoes the Claude model Haiku from Anthropic with an image from a famous Michael Jordan dunk.
*
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
*
LINKS:
Report: 16 Changes to the Way Enterprises Are Building and Buying Generative AI: https://a16z.com/generative-ai-enterprise-2024/
Check out Gatekeep AI: https://app.gatekeep.ai/
Check out Deepgram API Playground: https://playground.deepgram.com/
Check out Antrhopic’s Claude Haiku: https://console.anthropic.com/workbench/01fd2f39-ed95-40e1-9d11-c92f1a5ef26f
Claude 3 Haiku announcement: https://www.anthropic.com/news/claude-3-haikuplayground:
Article about Stability AI CEO resigning: https://techcrunch.com/2024/03/22/stability-ai-ceo-resigns-because-youre-not-going-to-beat-centralized-ai-with-more-centralized-ai/
*
Follow Sunny:
X: https://twitter.com/sundeep
LinkedIn: https://www.linkedin.com/in/sundeepm
*
Follow Jason:
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Thank you to our partners: (11:01) LinkedIn Ads - Get a $100 LinkedIn ad credit at http://www.linkedin.com/thisweekinstartups
(20:42) Coda - Get a $1,000 startup credit at https://coda.io/twist
(31:27) Wistia - Try Wistia for free at wistia.com/startups.
*
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
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TikTok: https://www.tiktok.com/@thisweekinstartups
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
Vanta. Compliance and security shouldn't be a deal-breaker for startups to win new business. Vanta makes it easy for companies to get a SOC 2 report fast. TWiST listeners can get $1,000 off for a limited time at http://www.vanta.com/twist
DevSquad. Most dev agencies only offer developers. Why? Because product management is hard. Get an entire product team for the cost of one US developer plus 10% off at http://devsquad.com/twist.
Gelt. It’s time to take control over your taxes. Discover how Gelt can help you to manage and optimize both your personal and business taxes. Visit joingelt.com/twist now.
*
Todays show:
David Weisburd hosts Mamoon Hamid, Thomas Scriven, and Jason Calacanis to discuss India’s startup ecosystem (2:36), Carta’s 2018 startup class data (25:45), IPOs in the tech industry (41:18), and much more!
*
Timestamps:
(0:00) David Weisburd intros Mamoon Hamid, Thomas Scriven, and Jason Calacanis
(2:36) India’s startup ecosystem
(8:16) Vanta - Get $1000 off your SOC 2 at http://www.vanta.com/twist
(9:08) Traction and support for Indian startups
(17:29) Sovereign wealth funds and their place in the ecosystem today
(24:15) DevSquad - Get an entire product team for the cost of one US developer plus 10% off at http://devsquad.com/twist
(25:45) Deep dive into Carta’s 2018 startup class data, loss ratios, and investment strategies
(40:04) Gelt. It’s time to take control over your taxes. Visit https://joingelt.com/twist now.
(41:18) The future of M&A and IPOs in the tech industry
(49:51) The rise of the secondary market
(1:07:09) Rapid-fire segment on recent investments
*
Mentioned on the show:
https://www.ambiencehealthcare.com
*
Follow Mamoon:
X: https://twitter.com/mamoonha
LinkedIn: https://www.linkedin.com/in/mamoonha
Check out: https://www.kleinerperkins.com/
*
Follow Thomas:
LinkedIn: https://www.linkedin.com/in/thomas-scriven-435281/
*
Follow David:
X: https://twitter.com/DWeisburd
LinkedIn: https://www.linkedin.com/in/dweisburd
Check out: https://10xcapital.com
*
Follow Jason:
X: https://twitter.com/jason
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Thank you to our partners:
(8:16) Vanta - Get $1000 off your SOC 2 at http://www.vanta.com/twist
(24:15) DevSquad - Get an entire product team for the cost of one US developer plus 10% off at http://devsquad.com/twist
(40:04) Gelt. It’s time to take control over your taxes. Visit https://joingelt.com/twist now.
*
Check out the Launch Accelerator: https://launchaccelerator.co
*
Check out Founder University: https://www.founder.university
*
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
*
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
Eight Sleep. Good sleep is the ultimate game changer. Now you can add the Pod Cover to any mattress! Go to http://www.eightsleep.com/twist to check out the Pod Cover and get $200 off the pod plus free shipping!
Squarespace. Turn your idea into a new website! Go to http://www.Squarespace.com/TWIST for a free trial. When you’re ready to launch, use offer code TWIST to save 10% off your first purchase of a website or domain.
Gelt. It’s time to take control over your taxes. Discover how Gelt can help you to manage and optimize both your personal and business taxes. Visit http://www.joingelt.com/twist now.
*
Todays show:
Sunny joins Jason to dive into AI news and demos, including Microsoft absorbing Inflection AI (1:29), the new song creation model from Suno (13:28), impressive reflection skills from Deepseek VL (45:57), and more!
*
Timestamps:
(0:00) - Sunny joins Jason (1:29) Big news as Microsoft eliminates competitor Inflection AI by gutting their team. (6:23) Is this a new way to not have regulatory scrutiny like in M&A? (8:14) Apple has been busy acquiring AI companies! (9:14) Eight Sleep - Go to https://www.eightsleep.com/twist for $200 off the Pod plus free shipping (13:28) Sunny demos the new model from Suno v3. (15:58) Surprising punk song from Suno with interesting lyrics. (17:52) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/twist (19:24) Implications of Suno bringing everyone access to produce their own songs. (25:24) Sunny demos Coral by Cohere. (28:53) Gelt - It’s time to take control over your taxes. Visit http://www.joingelt.com/twist now. (30:08) Diving deeper into fair use regarding the data and content scraped from the internet. (45:57) Sunny demos Deepseek VL.
*
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
*
LINKS:
Check out Suno v3: https://app.suno.ai/create/
Check out Coral by Cohere: https://dashboard.cohere.com/playground/chat
Check out Deepseek VL: https://huggingface.co/spaces/deepseek-ai/DeepSeek-VL-7B
9to5Mac article about Apple buying AI Startups: https://9to5mac.com/2024/02/08/apple-bought-ai-startups/
Tech Crunch Article about Microsoft and Inflection: https://techcrunch.com/2024/03/19/after-raising-1-3b-inflection-got-eaten-alive-by-its-biggest-investor-microsoft/?guccounter=1&guce_referrer=aHR0cHM6Ly93d3cuZ29vZ2xlLmNvbS8&guce_referrer_sig=AQAAAFUxPOXc4AHnjptN6dxkwFgpZ0kvPL_gTJ1uMicNRJwwtbQbuS1P0AI0MbDZzGawLNTArPSTT6VrWbByv-AyGXGWF_mkTdLG6eBSgiTrJPpqyBvY1y-GZoAE4xzQdq9v8ciP0VfQpKcSr-acjKYZEdwlc0XZV2lP6CeOb9I_QqXl
Rolling Stone Article about Suno: https://www.rollingstone.com/music/music-features/suno-ai-chatgpt-for-music-1234982307/
*
Follow Sunny:
X: https://twitter.com/sundeep
LinkedIn: https://www.linkedin.com/in/sundeepm
*
Follow Jason:
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Thank you to our partners:
(9:14) Eight Sleep - Go to https://www.eightsleep.com/twist for $200 off the Pod plus free shipping (17:52) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/twist (28:53) Gelt - It’s time to take control over your taxes. Visit http://www.joingelt.com/twist now.
*
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
Miro. Working remotely doesn’t mean you need to feel disconnected from your team. Miro is an online whiteboard that brings teams together - anytime, anywhere. Go to https://miro.com/startups to sign up for a FREE account with unlimited team members.
Hubspot YouTube Network. Whether you're a marketer, a sales rep, or an entrepreneur HubSpot has you covered with its tutorials and AI-powered tools. It’s all guaranteed to make your workday easier. Check out HubSpot’s AI Content Writer and start using HubSpot’s tools for FREE. https://www.youtube.com/watch?v=tmJwJF6ppCo https://clickhubspot.com/zu8
Gelt. It’s time to take control over your taxes. Discover how Gelt can help you to manage and optimize both your personal and business taxes. Visit http://joingelt.com/twist now
*
Todays show:
Screendoor’s Jamie Rhode joins Jason to discuss the evolution of early-stage fund managers (3:00), effective portfolio construction (11:18), qualities of high-performing GPs (38:37), and much more!
*
Timestamps:
(00:00) Screendoor’s Jamie Rhode joins Jason
(3:00) Early-stage fund managers today, spray and pray vs. concentrated bets, and importance of GP market fit
(10:11) Miro - Sign up for a free account at https://miro.com/startups
(11:18) Effective portfolio construction, investing in startups that are creating new sectors, and finding the right fund managers
(17:28) Why seed stage investing attracts fewer GPs than series A or B
(23:08) Hubspot - Sign up for HubSpot's FREE CRM and get access to the AI Content Writer https://www.youtube.com/watch?v=tmJwJF6ppCo https://clickhubspot.com/zu8
(24:28) Quantity of GPs to invest in and Screendoor’s approach to the DEI landscape
(32:22) Gelt - It’s time to take control over your taxes. Visit http://joingelt.com/twist now.
(33:35) Carry, Fees, and the percentage of a fund that Screendoor targets
(38:37) Qualities of high-performing GPs
*
Check out Screendoor: https://www.screendoor.co
*
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
*
Follow Jamie:
LinkedIn: https://www.linkedin.com/in/jerrcfa/
*
Follow Jason:
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Thank you to our partners:
(10:11) Miro - Sign up for a free account at https://miro.com/startups
(23:08) Hubspot - Sign up for HubSpot's FREE CRM and get access to the AI Content Writer https://www.youtube.com/watch?v=tmJwJF6ppCo https://clickhubspot.com/zu8
(32:22) Gelt - It’s time to take control over your taxes. Visit http://joingelt.com/twist now.
*
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
OpenPhone. Create business phone numbers for you and your team that work through an app on your smartphone or desktop. TWiST listeners can get an extra 20% off any plan for your first 6 months at http://www.openphone.com/twist
Lemon.io - Hire pre-vetted remote developers, get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
Gelt. It’s time to take control over your taxes. Discover how Gelt can help you to manage and optimize both your personal and business taxes. Visit joingelt.com/twist now.
*
Todays show:
Glean’s Arvind Jain joins Jason to discuss how his startup is building the future of AI-Powered enterprise search (2:35). The two also discuss Google Gemini (42:45), Open-Source vs Closed models (45:17), and much more!
*
Timestamps:
(00:00) Glean’s Arvind Jain joins Jason
(2:35) Glean’s beachhead market and primary focus
(5:13) Glean’s approach to data confidentiality
(11:57) OpenPhone - Get 20% off your first six months at http://www.openphone.com/twist
(13:13) Competition against native tools and building language models in SaaS companies
(17:00) Glean’s approach to permissions
(24:20) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
(25:23) Compliance and the "CEO God Mode" feature
(29:28) Potential of productivity software, and people analytics in tech businesses
(38:50) Gelt - It’s time to take control over your taxes. https://joingelt.com/twist now
(40:04) Impact of AI on business models
(42:45) Arvind’s thoughts on Google Gemini
(45:17) Open source vs closed models in AI development and the progress of OpenAI
(47:49) AGI and the limitations and potential of AI as an assistant
*
Check out:
https://cybernews.com/security/chatgpt-samsung-leak-explained-lessons/#google_vignette
*
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
*
Follow Arvind:
X: https://twitter.com/jainarvind
LinkedIn: https://www.linkedin.com/in/arvind-jain-5935161
*
Follow Jason:
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Thank you to our partners:
(11:57) OpenPhone - Get 20% off your first six months at http://www.openphone.com/twist
(24:20) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
(38:50) Gelt - It’s time to take control over your taxes. Visit joingelt.com/twist now
*
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
LinkedIn Ads. To redeem a $100 LinkedIn ad credit and launch your first campaign, go to http://www.linkedin.com/thisweekinstartups
Gusto is easy online payroll, benefits, and HR built for modern small businesses. Get three months free when you run your first payroll at Gusto.com/twist.
Attio - A radically new CRM for the next era of companies. Head to attio.com/twist to get 15% off for your first year.
*
Todays show:
Sunny joins Jason to dive into AI news, including the CTO from Open AI talking about their training data for Sora (5:11), the FIgure AI robot (12:26), Devin, the first AI software engineer (38:17), and more!
*
Timestamps:
(0:00) Sunny joins Jason for a fun AI day!
(2:08) Elon and open source Grok vs “Closed” AI.
(5:11) The CTO from Open AI talking about their training data for Sora.
(9:28) Exploring the fascinating AI robot from Figure.
(10:57) LinkedIn Ads - Get a $100 LinkedIn ad credit at http://www.linkedin.com/thisweekinstartups
(12:26) Comparing the FIgure AI robot and what we have seen from Boston Dynamics and why this is impressive.
(19:47) Gusto - Get three months free when you run your first payroll at http://www.gusto.com/twist
(21:10) Thinking about how humans learn and applying that to AI.
(28:28) The idea that robots may one day be 1:1 with humans.
(30:50) Attio - Head to http://www.attio.com/twist to get 15% off for your first year.
(32:01) New bet alert! And it’s a major one. Sunny and JCal bet on how soon we will all have access to AI robots in our homes!
(38:17) Introducing Devin, the first AI software engineer!
(40:24) The “maestro” concept when working with AI.
(47:21) Hot news: Apple in talks to let Google Gemini power iPhone AI Features.
*
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
*
LINKS:
Cognition’s Devin: https://www.cognition-labs.com/introducing-devin
Figure AI Robot: https://www.figure.ai/
*
Follow Sunny:
X: https://twitter.com/sundeep
LinkedIn: https://www.linkedin.com/in/sundeepm
*
Follow Jason:
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Thank you to our partners:
(10:57) LinkedIn Ads - Get a $100 LinkedIn ad credit at http://www.linkedin.com/thisweekinstartups
(19:47) Gusto - Get three months free when you run your first payroll at http://gusto.com/twist
(30:50) Attio - Head to attio.com/twist to get 15% off for your first year.
*
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
LinkedIn Ads. To redeem a $100 LinkedIn ad credit and launch your first campaign, go to http://linkedin.com/angelpod
Mantle. The AI-powered equity management platform designed for modern founders and operators. Get your first 12 months free at https://withmantle.com/TWIST
DevSquad. Most dev agencies only offer developers. Why? Because product management is hard. Get an entire product team for the cost of one US developer plus 10% off at http://devsquad.com/twist.
*
Todays show:
Jason Calacanis welcomes Churchill Asset Management’s Raja Doddala to the show to discuss startups and the VC market in 2024. They dive into the competitiveness in pre-seed, seed, and series A (10:40),
portfolio construction (30:24), the future of the vc industry (50:59), and much more!
*
Timestamps:
(00:00) Jason welcomes Churchill Asset Management’s Raja Doddala to the show
(1:52) Trends in pre-seed and seed deal values
(9:19) LinkedIn Ads - Get a $100 LinkedIn ad credit at http://linkedin.com/angelpod
(10:40) Competitiveness and predictability in pre-seed, seed, and series A
(21:28) Mantle - Get your first 12 months free at https://withmantle.com/TWIST
(22:46) Trends in exit values
(29:19) DevSquad - Get an entire product team for the cost of one US developer plus 10% off at http://devsquad.com/twist
(30:24) Exploring portfolio architecture and the difference between mega funds and smaller funds
(50:59) Prospects in the vc over the next few years and the rise of the next generation
(59:26) The role of secondary sales in venture capital and importance of liquidity for VC funds
*
Check out:
Churchill Asset Management - https://www.churchillam.com
*
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
*
Follow Raja
X: https://twitter.com/rdoddala
LinkedIn: https://www.linkedin.com/in/rajadoddala
*
Follow Jason:
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Thank you to our partners:
(9:19) LinkedIn Ads - Get a $100 LinkedIn ad credit at http://linkedin.com/angelpod
(21:28) Mantle - Get your first 12 months free at https://withmantle.com/TWIST
(29:19) DevSquad - Get an entire product team for the cost of one US developer plus 10% off at http://devsquad.com/twist
*
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
Vanta. Compliance and security shouldn't be a deal-breaker for startups to win new business. Vanta makes it easy for companies to get a SOC 2 report fast. TWiST listeners can get $1,000 off for a limited time at http://www.vanta.com/twist
Uizard. Struggling to transform innovative ideas into concrete product designs? Uizard can help you turn your visions into polished UI designs in a fraction of the time, while enhancing collaboration across your entire team. Get 25% off Uizard Pro for an entire year at uizard.io/twist
Experimentation is how generation-defining companies win. Accelerate your experimentation velocity with Eppo. Visit geteppo.com/twist
*
Todays show:
Jason welcomes Melengo's Justin Kwong to the show to discuss how his company simplifies the process of developing, financing, and scaling apparel lines for brands and creators. The two dive into Melengo’s business model, initial customers, fundraising, and much more (1:49). Then, Jason breaks down his A.D.D. framework, designed to enhance efficiency and focus within companies (36:50)!
*
Timestamps:
(0:00) Jason kicks off the show
(1:48) Justin Kwong from Melengo joins Jason
(4:38) Justin demos Melengo and its use cases
(9:45) Vanta - Get $1000 off your SOC 2 at http://www.vanta.com/twist
(10:37) Melengo’s business model, initial customers, and fundraising
(22:19) Uizard - Get 25% off Uizard Pro for an entire year at http://uizard.io/twist
(23:26) Building Melengo's team and the next steps for finding product-market-fit
(36:50) Eppo. Accelerate your experimentation velocity with Eppo. Visit geteppo.com/twist
(37:50) Jason’s A.D.D. framework (Automate, Deprecate, Delegate)
*
Check out:
Melengo - https://www.melengo.com
A.D.D. Framework - https://calacanis.substack.com/p/startup-productivity-in-the-age-of
LAUNCH Accelerator - https://launchaccelerator.co
Founder University - https://www.founder.university
The Syndicate - https://thesyndicate.com
*
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
*
Follow Justin:
LinkedIn: https://www.linkedin.com/in/justinckwong
*
Follow Jason:
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Thank you to our partners:
(9:45) Vanta - Get $1000 off your SOC 2 at http://www.vanta.com/twist
(22:19) Uizard - Get 25% off Uizard Pro for an entire year at http://uizard.io/twist
(36:50) Eppo. Accelerate your experimentation velocity with Eppo. Visit geteppo.com/twist
*
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
Lemon.io. Need to speed up your product development without draining your budget? Hire vetted engineers from Europe at lemon.io. Go to Lemon.io/twist to get 15% off for the first 4 weeks!
OpenPhone. Create business phone numbers for you and your team that work through an app on your smartphone or desktop. TWiST listeners can get an extra 20% off any plan for your first 6 months at http://www.openphone.com/twist
Looking to up your marketing game? Check out the podcast: Marketing Against the Grain. Hosted by: Hubspot CMO Kipp Bodnar and Zapier CMO Kieran Flannigan. They bring you the latest in marketing trends, growth tactics and innovation. Available on all your favorite podcast apps. https://lnk.to/h3vKHnTW
*
Todays show:
Sunny demos the lightning speed of Groq (4:10), the new model Opus from Claude 3 (5:38), Mistral (35:26), EMO by Ali Baba (45:21), and more!
*
Timestamps:
(0:00) Sunny joins Jason for this week’s AI demos!
(1:19) Details on Definitive Intelligence being acquired by Groq.
(4:10) Sunny demos the lightning speed of Groq.
(5:38) Sunny demos the new model Opus from Claude 3 and it’s prompt library.
(8:52) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
(10:12) Claude helps interpret Ikea instructions.
(19:18) OpenPhone - Get 20% off your first six months at http://www.openphone.com/twist
(20:35) Looking at the use of “guardrails” in LLMs.
(28:59) Marketing Against the Grain https://www.youtube.com/watch?v=KIE8hmH0fLM*
(35:26) Sunny demos Mistral
(38:53) Sunny demos Groq Playground and creates a framework for a study plan.
(45:21) Sunny demos EMO by Ali Baba.
*
LINKS:
Anthropic Claude 3: https://console.anthropic.com/
Prompt Library: https://docs.anthropic.com/claude/prompt-library
Mistral: https://chat.mistral.ai/
Groq Playground: groq.com/console.groq.com
EMO by Ali Baba: https://humanaigc.github.io/emote-portrait-alive/
*
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
*
Follow Sunny:
Twitter: https://twitter.com/sundeep
LinkedIn: https://www.linkedin.com/in/sundeepm/
*
Follow Jason: X: https://twitter.com/Jason LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Thank you to our partners:
(8:52) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
(19:18) OpenPhone - Get 20% off your first six months at http://www.openphone.com/twist
(28:59) Marketing Against the Grain https://www.youtube.com/watch?v=KIE8hmH0fLM*
*
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
LinkedIn Jobs. A business is only as strong as its people, and every hire matters. Go to LinkedIn.com/TWIST to post your first job for free. Terms and conditions apply.
Squarespace. Turn your idea into a new website! Go to Squarespace.com/TWIST for a free trial. When you’re ready to launch, use offer code TWIST to save 10% off your first purchase of a website or domain.
Northwest Registered Agent. When starting your business, it's important to use a service that will actually help you. Northwest Registered Agent is that service. They'll form your company fast, give you the documents you need to open a business bank account, and even provide you with mail scanning and a business address to keep your personal privacy intact. Visit http://www.northwestregisteredagent.com/twist to get a 60% discount on your next LLC.
*
Todays show:
Josh Mohrer, the solo founder building Wave App joins Jason. The two dive into Josh’s time during the early Uber NY days (1:17), solo entrepreneurship in tech (19:59), and more! Josh then showcases the Wave App in action (27:10) and delves into its intricate development journey (32:26).
*
Timestamps:
(0:00) Josh Mohrer joins Jason
(1:17) Early Uber NY days, Travis Kalanick's leadership, and Uber NY's regulatory challenges
(12:42) LinkedIn Jobs - Post your first job for free at https://linkedin.com/twist
(19:59) Solo entrepreneurship in tech, enabled by AI advancements
(26:15) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/twist
(27:10) Josh demos Wave App and delves into its development journey
(40:45) Northwest Registered Agent - Get a 60% discount on your next LLC at http://www.northwestregisteredagent.com/twist
(41:39) Future of work, AI in daily life, and generational tech shifts
*
Check out: https://waveapp.ai
*
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
*
Follow Josh:
X: https://twitter.com/joshmohrer
LinkedIn: https://www.linkedin.com/in/joshmohrer
*
Follow Jason: X: https://twitter.com/Jason LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Thank you to our partners:
(12:42) LinkedIn Jobs - Post your first job for free at https://linkedin.com/twist
(26:15) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/twist
(40:45) Northwest Registered Agent - Get a 60% discount on your next LLC at http://www.northwestregisteredagent.com/twist
*
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
Wistia. All-in-one video platform for business, with tools that help you create, manage, and measure the impact of your videos. Try Wistia for free at http://www.wistia.com/startups
CLA. Innovation takes balance. CLA's CPAs, consultants, and wealth advisors can help you get from startup to where you want to end up. Get started now at http://www.CLAconnect.com/tech
Lemon.io - Hire pre-vetted remote developers, get 15% off your first 4 weeks of developer time at https://www.Lemon.io/twist
*
Todays show:
Jason is joined by sweetgreens’ Jonathan Neman to discuss: the x-factor that makes a strong manager (7:36). deciding between the franchise model vs owned and operated (16:02), robotics in the restaurant industry (24:23), and more!
*
Timestamps:
(0:00) Jonathan joins Jason.
(2:30) The scale and innovation of sweetgreen today
(7:36) The x-factor that makes a strong manager
(10:05) Wistia - Try Wistia for free at http://www.wistia.com/startups
(12:31) The “Sweetlife” and the importance of “polishing forks”
(16:02) Navigating the decision between the franchise model vs owned and operated
(18:30) CLA - Get started with CLA's CPAs, consultants, and wealth advisors now at https://claconnect.com/tech
(24:23) Robotics in the restaurant industry
(29:28) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
(30:33) The details and benefits of the machines Sweetgreen has brought into its restaurants.
(37:15) Restaurant difficulties with inflation, COVID and “sticker shock”
(38:46) Delivery in the business today pre and post-pandemic
(45:10) How Australia fits into the origin of sweetgreen
(48:01) The best way to build a brand
(52:28) The seed oil conversation
(45:53) sweetgreen is positioned towards tailored menus.
(1:01:12) The challenging topic of food options and availability across different socioeconomic groups.
(1:05:58) The definition of healthy food
*
LINKS:
Check out sweetgreen: https://www.sweetgreen.com/
Watch The Founder (2-16): https://www.amazon.com/Founder-Michael-Keaton/dp/B01MY7FSMF
Watch our Business Breakdown of the film The Founder: https://youtu.be/kYqzEEFU_nw
Watch The Bear: https://tv.apple.com/ca/show/the-bear/umc.cmc.javg04xbn3eonbgfvnaqmodk
Check out Unreasonable Hospitality: https://www.unreasonablehospitality.com/
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
*
Follow Jonathan:
X: https://twitter.com/JonnyNemo
LinkedIn: https://www.linkedin.com/in/jonathan-neman-9a28aa8/
*
Follow Jason: X: https://twitter.com/Jason LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Thank you to our partners:
(10:05) Wistia - Try Wistia for free at http://www.wistia.com/startups
(18:30) CLA - Get started with CLA's CPAs, consultants, and wealth advisors now at https://claconnect.com/tech
(29:28) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
*
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
Mantle. The AI-powered equity management platform designed for modern founders and operators. Get your first 12 months free at https://withmantle.com/TWIST
Vanta. Compliance and security shouldn't be a deal-breaker for startups to win new business. Vanta makes it easy for companies to get a SOC 2 report fast. TWiST listeners can get $1,000 off for a limited time at http://www.vanta.com/twist
MEV. Tired of the dev shop rollercoaster? Mev is your reliable technical partner, offering a well-established software development process designed to consistently deliver unparalleled value to their clients. Get $30,000 off your first three months at http://mev.com/twist!
*
Todays show:
Lon Harris joins Jason Calacanis to discuss concepts in business, drawing parallels from Moneyball. The two dive into the significance of embracing paradigm shifts (15:38),first-principle thinking (27:16), Billy’s 'Adapt or Die' philosophy (48:54), and the turning point for the A's (1:11:20).
*
Timestamps:
(0:00) Lon Harris joins Jason
(7:35) Mantle - Get your first 12 months free at https://withmantle.com/TWIST
(8:53) Moneyball cast breakdown
(15:38) Paradigm shifts in Moneyball: Comparing the Oakland A's situation to startups vs. incumbents
(21:19) Paradigm shifts in Moneyball: Making data-driven decisions
(26:24) Vanta - Get $1000 off your SOC 2 at http://www.vanta.com/twist
(27:16) The important concept of "First-Principle Thinking”
(35:03) MEV - Get $30,000 off your first three months at http://mev.com/twist
(36:34) Globalization's impact on startup opportunities and the importance of a unified team vision
(48:54) Billy's philosophy: Adapt or Die!
(59:20) The "burn the boats" moment and the importance of commitment in business
(1:11:20) The turning point for the A's and their historic winning streak
*
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
*
Follow Lon:
*
Thank you to our partners:
(7:35) Mantle - Get your first 12 months free at https://withmantle.com/TWIST
(26:24) Vanta - Get $1000 off your SOC 2 at http://www.vanta.com/twist
(35:03) MEV - Get $30,000 off your first three months at http://mev.com/twist
*
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
NetSuite. Once your business gets to a certain size the cracks start to emerge. Things you used to do in a day take a week. You deserve a customized solution - and that's NetSuite. Learn more when you download NetSuite’s popular KPI Checklist - absolutely free, at http://www.NetSuite.com/twist
Northwest Registered Agent. When starting your business, it's important to use a service that will actually help you. Northwest Registered Agent is that service. They'll form your company fast, give you the documents you need to open a business bank account, and even provide you with mail scanning and a business address to keep your personal privacy intact. Visit - https://www.northwestregisteredagent.com/twist to get a 60% discount on your next LLC.
Imagine AI LIVE is an AI conference where you'll learn how to apply AI in YOUR business directly from the people who build and use these tools. It's taking place March 27th and 28th in Las Vegas, and TWiST listeners can get 20% off tickets at http://www.imagineai.live/twist
*
Todays show:
Jason joins Palantir's Shyam Sankar to discuss how the US has avoided another terrorist attack since 9/11 (7:59), the role of AI and robotics in the battlefield (22:34), the future of defense tech (53:48), and more!
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Timestamps:
(0:00) Jason joins Shyam Sankar of Palantir. (3:04) - Silcon valley’s shift in perception around defense tech and Palantir. (5:09) - Palentir being born out of 9/11 and the realization of the countries vulnerabilities. (7:59) How the US has managed to avoid another terrorist attack and what role Palantir's products played. (9:33) NetSuite - Download your free KPI Checklist at http://www.NetSuite.com/twist (10:48) One major failure regarding 9/11 attack. (11:55) The Gotham Platform: Palantir's first product and how it borrowed from PayPal. (18:12) The most valuable role software could play in defense tech. (18:57) Northwest Registered Agent - Get a 60% discount on your next LLC at - https://www.northwestregisteredagent.com/twist (19:52) How defense tech data collection has changed over the years. (22:34) The role of AI and robotics play in the battlefield. (29:22) Imagine AI LIVE - Get 20% off tickets at http://www.imagineai.live/twist (30:38) The autopilot approach of LLMs at Palantir and the analogy of self-driving cars. (33:28) Palantir's huge early wins with AI integration. (38:01) The defense potential of LLMs and real time interpretation in the field. (39:51) The importance of RF in the modern battlefield. (45:32) Discussing Putin’s serious threat. (48:54) How the defense industrial base was managed and consolidated after WWII (53:48) The future of defense tech, the speed of innovation and enemy adaptation.
*
Check out Palantir Technologies: https://www.palantir.com/
*
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
*
Follow Shyam:
X: https://twitter.com/ssankar
LinkedIn: https://www.linkedin.com/in/shyamsankar/
*
Thank you to our partners:
(9:33) NetSuite - Download your free KPI Checklist at http://www.NetSuite.com/twist
(18:57) Northwest Registered Agent - Get a 60% discount on your next LLC at - https://www.northwestregisteredagent.com/twist
(29:22) Imagine AI LIVE - Get 20% off tickets at http://www.imagineai.live/twist
*
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
OpenPhone. Create business phone numbers for you and your team that work through an app on your smartphone or desktop. TWiST listeners can get an extra 20% off any plan for your first 6 months at http://www.openphone.com/twist
Squarespace. Turn your idea into a new website! Go to Squarespace.com/TWIST for a free trial. When you’re ready to launch, use offer code TWIST to save 10% off your first purchase of a website or domain.
Coda. A new doc that brings words, tables and teams together. All your valuable data, plans, objectives, and strategies in one place. Go to https://coda.io/twist to get a $1,000 credit!
*
Todays show:
David Weisburd hosts Erik, Guy, and Jason Calacanis to discuss Sequoia & Union Square Ventures' returns (1:15), AI's impact on startups and labor (17:35), US startups' risk tolerance (38:10), and much more!
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Timestamps:
(0:00) David Weisburd intros Erik Torenberg, Guy Perelmuter, and Jason Calacanis
(1:15) VC returns have been leaked, including returns from Sequoia Capital and Union Square Ventures
(11:33) OpenPhone - Get 20% off your first six months at http://www.openphone.com/twist
(17:35) Bearish signs for the startup employment market
(25:17) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/twist
(26:12) The emergence of the first one-person unicorn
(36:46) Coda - Get a $1,000 startup credit at https://coda.io/twist
(38:10) Founders & investors are now returning to San Francisco
(47:35) Rapid-fire segment on recent investments
*
Mentioned on the show:
https://www.wsj.com/tech/san-francisco-ai-boom-silicon-valley-307816b2
https://www.antaresindustries.com
*
Follow Erik:
X: https://twitter.com/eriktorenberg
LinkedIn: https://www.linkedin.com/in/eriktorenberg/
Check out: https://www.turpentine.co/
*
Follow Guy:
X: https://twitter.com/guyperelmuter
LinkedIn: https://www.linkedin.com/in/guyperelmuter
Check out: https://www.gridscapital.com/
*
Follow David:
X: https://twitter.com/DWeisburd
LinkedIn: https://www.linkedin.com/in/dweisburd
Check out: https://10xcapital.com
*
Follow Jason:
X: https://twitter.com/jason
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Check out the Launch Accelerator: https://launchaccelerator.co
*
Check out Founder University: https://www.founder.university
*
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
*
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
Gusto is easy online payroll, benefits, and HR built for modern small businesses. Get three months free when you run your first payroll at http://www.gusto.com/twist
Northwest Registered Agent. When starting your business, it's important to use a service that will actually help you. Northwest Registered Agent is that service. They'll form your company fast, give you the documents you need to open a business bank account, and even provide you with mail scanning and a business address to keep your personal privacy intact. Visit - https://www.northwestregisteredagent.com/twist to get a 60% discount on your next LLC.
Uizard. Struggling to transform innovative ideas into concrete product designs? Uizard can help you turn your visions into polished UI designs in a fraction of the time, while enhancing collaboration across your entire team. Get 25% off Uizard Pro for an entire year at http://www.uizard.io/twist
*
Todays show:
Jason joins David Clark of VenCap to discuss what distinguishes longevity and success in VC (5:25), the importance of strategy and timing when selling (25:47), preparing with founders for when things may go south (48:43), and more!
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Timestamps:
(0:00) David Clark joins Jason.
(2:41) Looking at the data behind VenCap’s approach to alpha vs beta, managers and their over 500 investments to date.
(5:25) What distinguishes longevity and success in VC.
(9:15) Analyzing the data from David's chart covering 12,000 companies and the power law.
(10:34) Gusto - Get three months free when you run your first payroll at http://www.gusto.com/twist
(12:43) Portfolio strategy and finding that 1% of fund returners.
(18:59) The value of investing in a company over a longer period of time.
(21:23) Northwest Registered Agent - Get a 60% discount on your next LLC at - https://www.northwestregisteredagent.com/twist
(22:17) The challenges VenCap faces when looking at seed managers.
(25:47) The importance of strategy and timing on selling.
(29:18 ) Uizard - Get 25% off Uizard Pro for an entire year at http://www.uizard.io/twist
(33:05) Managing successful GPs and having them ‘stay in the game’.
(41:49) The misunderstandings of the J-Curve.
(48:43) Preparing with founders for when things may go south.
(58:36) Founder Fridays message from Jason.
*
LINKS:
Check out VenCap: https://www.vencap.com/
Watch the Brian Singerman episode here: https://youtu.be/o5Z0-d5w18M
Watch the Michael Kim episode here: https://youtu.be/a2FL_FvwoUA
Check out Founder Fridays: http://thisweekinstartups.com/meetups
*
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
*
Follow David:
X: https://twitter.com/daveclark85
LinkedIn: https://www.linkedin.com/in/david-clark-6678b6b/?originalSubdomain=uk
*
Follow Jason:
X: https://twitter.com/jason
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Thank you to our partners:
(10:34) Gusto - Get three months free when you run your first payroll at http://www.gusto.com/twist
(21:23) Northwest Registered Agent - Get a 60% discount on your next LLC at - https://www.northwestregisteredagent.com/twist
(29:18 ) Uizard - Get 25% off Uizard Pro for an entire year at http://www.uizard.io/twist
*
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
Lemon.io - Hire pre-vetted remote developers, get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
Vanta. Compliance and security shouldn't be a deal-breaker for startups to win new business. Vanta makes it easy for companies to get a SOC 2 report fast. TWiST listeners can get $1,000 off for a limited time at http://www.vanta.com/twist
LinkedIn Ads. To redeem a $100 LinkedIn ad credit and launch your first campaign, go to http://www.linkedin.com/thisweekinstartups
*
Todays show:
Jason kicks off Ask Jason live! Six live guests ask questions on key topics like career paths in fintech (1:14), startup challenges (8:48), pivoting strategies (34:23), fundraising (46:54), and customer engagement strategies (52:30).
*
Timestamps:
(0:00) Jason kicks off another Ask Jason!
(1:14) Tommy asks about getting a degree in fintech in order to join startups
(7:44) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
(8:48) Sam asks about common mistakes for first time founders
(16:40) Vanta - Get $1000 off your SOC 2 at http://www.vanta.com/twist
(17:32) Clint asks about startups surviving the period before VC investments
(33:12) LinkedIn Ads - Get a $100 LinkedIn ad credit at http://www.linkedin.com/thisweekinstartups
(34:23) Daniel asks about startups pivoting in the wrong direction
(46:54) Greg asks about raising funds before product-market fit
(52:30) Oliver wants to know if it is better to go deep with a few customers or gain entry to multiple customers with a more lightweight solution
*
Apply to the LAUNCH Accelerator here: https://launchaccelerator.co/
Just getting started? Apply to Founder.University
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
*
Follow Jason:
X: https://twitter.com/jason
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Thank you to our partners:
(7:44) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
(16:40) Vanta - Get $1000 off your SOC 2 at http://www.vanta.com/twist
(33:12) LinkedIn Ads - Get a $100 LinkedIn ad credit at http://www.linkedin.com/thisweekinstartups
*
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by:
OpenPhone. Create business phone numbers for you and your team that work through an app on your smartphone or desktop. TWiST listeners can get an extra 20% off any plan for your first 6 months at http://www.openphone.com/twist
Imagine AI LIVE is an AI conference where you'll learn how to apply AI in YOUR business directly from the people who build and use these tools. It's taking place March 27th and 28th in Las Vegas, and TWiST listeners can get 20% off tickets at http://imagineai.live/twist
Scalable Path. Want to speed up your product development without breaking the bank? Since 2010, Scalable Path has helped over 300 companies hire deeply vetted engineers in their time zone. Visit http://www.scalablepath.com/twist to get 20% off your first month.
Todays show:
Sunny Madra joins Jason to discuss how Google’s “woke AI” emergency came to be (1:17), Apple’s lowkey AI integrations (33:51), what OpenAI’s incredible Sora model means for Hollywood (39:39), and much more!
Viewers! How are you enjoying the demos? What grades do you give these AI companies? Tell us what we got wrong and right and what demos you’d like to see on the podcast. Let us know by mentioning us on X.com.
See the full list of all AI demos from the show here: thisweekinstartups.com/AI
Timestamps:
(0:00) Sunny Madra joins Jason!
(1:17) What went wrong with Google’s AI: Model training, RLHF, or guardrails? Plus, how Google can look to Meta for a solution
(13:35) OpenPhone - Get 20% off your first six months at http://www.openphone.com/twist
(15:00) More examples of bias in Google’s Gemini model
(20:19) Explorer.Globe.Engineer: an AI-powered research assistant
(27:45) Imagine AI LIVE - Get 20% off tickets at http://imagineai.live/twist
(29:01) Reka’s impressive multimodal functionality
(33:51) Apple starts slowly releasing AI-powered features in its most popular apps
(38:19) Scalable Path - Get 20% off your first month at http://www.scalablepath.com/twist
(39:39) Sora demos from OpenAI, and what this means for the film industry
Links:
Check out Explorer.Globe: https://explorer.globe.engineer
Check out Reka: https://reka.ai
Check out Sora: https://openai.com/sora
Follow Sunny X: https://twitter.com/sundeep Check out Definitive: https://www.definitive.io
Follow Jason:
X: https://twitter.com/jason
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
Thank you to our partners:
(13:35) OpenPhone - Get 20% off your first six months at http://www.openphone.com/twist
(27:45) Imagine AI LIVE - Get 20% off tickets at http://imagineai.live/twist
(38:19) Scalable Path - Get 20% off your first month at http://www.scalablepath.com/twist
Check out the Launch Accelerator: https://launchaccelerator.co
Check out Founder University: https://www.founder.university
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
This Week in Startups is brought to you by…
Northwest Registered Agent. When starting your business, it's important to use a service that will actually help you. Northwest Registered Agent is that service. They'll form your company fast, give you the documents you need to open a business bank account, and even provide you with mail scanning and a business address to keep your personal privacy intact. Visit - https://www.northwestregisteredagent.com/twist to get a 60% discount on your next LLC.
DevSquad. Most dev agencies only offer developers. Why? Because product management is hard. Get an entire product team for the cost of one US developer plus 10% off at http://devsquad.com/twist.
Miro. Working remotely doesn’t mean you need to feel disconnected from your team. Miro is an online whiteboard that brings teams together - anytime, anywhere. Go to https://miro.com/startups to sign up for a FREE account with unlimited team members.
*
Todays show:
David Weisburd hosts Bryan Rosenblatt, Michael Downing and Jason Calacanis to discuss Reddit’s IPO (1:19), Consumer vs. Enterprise AI (22:02), Sam Altman’s New Fund (38:18), and much more!
*
Timestamps:
(0:00) David Weisburd hosts Bryan Rosenblatt, Michael Downing and Jason Calacanis
(1:19) Discussion on Reddit’s IPO and potential as an advertising business
(9:28) Northwest Registered Agent - Get a 60% discount on your next LLC at - https://www.northwestregisteredagent.com/twist
(10:23) Reddit’s IPO and potential as an advertising business cont.
(16:44) AI Integration in traditional businesses
(20:56) DevSquad - Get an entire product team for the cost of one US developer plus 10% off at http://devsquad.com/twist
(22:02) Consumer vs. enterprise AI
(37:09) Miro - Sign up for a free account at https://miro.com/startups
(38:18) Sam Altman’s venture capital fund and the future of the AI ecosystem
(1:05:06) Rapid fire segment on recent investments
*
Mentioned on the show:
https://www.wsj.com/tech/ai/generative-ai-business-implementation-ac995975?mod=tech_lead_pos4
https://www.axios.com/2024/02/15/sam-altman-openai-startup-fund
https://www.recursiveventures.com
*
Follow Bryan
X: https://twitter.com/BRosenblatt4
LinkedIn: https://www.linkedin.com/in/bryanrosenblatt
Check out: https://www.craftventures.com
*
Follow Michael
X: https://twitter.com/michaeldowning
LinkedIn: https://www.linkedin.com/in/michaeldowning
Check out: https://www.mdsv.vc
*
Follow David:
X: https://twitter.com/DWeisburd
LinkedIn: https://www.linkedin.com/in/dweisburd
Check out: https://10xcapital.com
*
Follow Jason:
X: https://twitter.com/jason
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Thank you to our partners:
(9:28) Northwest Registered Agent - Get a 60% discount on your next LLC at http://www.northwestregisteredagent.com/twist
(20:56) DevSquad - Get an entire product team for the cost of one US developer plus 10% off at http://devsquad.com/twist
(37:09) Miro - Sign up for a free account at https://miro.com/startups
*
Check out the Launch Accelerator: https://launchaccelerator.co
*
Check out Founder University: https://www.founder.university
*
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
*
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
Gusto is easy online payroll, benefits, and HR built for modern small businesses. Get three months free when you run your first payroll at http://www.gusto.com/twist
LinkedIn Jobs. A business is only as strong as its people, and every hire matters. Go to https://www.linkedin.com/twist to post your first job for free. Terms and conditions apply.
Northwest Registered Agent. When starting your business, it's important to use a service that will actually help you. Northwest Registered Agent is that service. They'll form your company fast, give you the documents you need to open a business bank account, and even provide you with mail scanning and a business address to keep your personal privacy intact. Visit - http://www.northwestregisteredagent.com/twist to get a 60% discount on your next LLC.
*
Timestamps:
(0:00) Jason joins seven strong startup pitches from LAUNCH Accelerator. (1:11) Jacqui kicks off the demo day. (1:40) Introductions to the guest jugdes. (4:40) Justin pitches Melengo (10:18) Gusto - Get three months free when you run your first payroll at http://www.gusto.com/twist
(11:32) Edward ptiches PodcastAI (18:09) LinkedIn Jobs - Post your first job for free at https://www.linkedin.com/twist (19:04) Daniel pitches Tolt (24:55) Rae pitches River (27:49) Northwest Registered Agent - Get a 60% discount on your next LLC at - http://www.northwestregisteredagent.com/twist (34:01) Kash pitches TaxGPT (40:56) George pitches Fanfare (46:31) Jam pitches Monic.ai (52:05) Our panel of judges pick their top three pitches.
*
Apply to the LAUNCH Accelerator here: https://launchaccelerator.co/
Just getting started? Apply to Founder.University
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
*
Follow these founders and their companies:
Justin Kwong & Melengo
https://www.linkedin.com/in/justinckwong/
Edward Brawer & PodcastAI
https://www.linkedin.com/in/edwardbrawer/
Daniel Gjokaj & Tolt
https://www.linkedin.com/in/danielgj/
Rae Lambert & River
https://www.linkedin.com/in/raechel-lambert/
Kashif Ali & TaxGPT
https://www.linkedin.com/in/chkashifali/
George Lam & Fanfare https://fanfare.app/
https://www.linkedin.com/in/georgewlam/
[email protected] Jam Mirzakhalov & Monic.ai
https://www.linkedin.com/in/mirzakhalov/
*
Thank you to our judges:
Ben Narasin - Tenacity Venture Capital
Blaine Davis - Outlander
https://twitter.com/blainerdavis
Minnie Ingersoll - TenOneTen
Nicole Seah - Costanoa
https://www.linkedin.com/in/nicole-seah1/
Stella Zhang - Conductive Ventures
https://www.linkedin.com/in/xinxin-stella-zhang/
*
Follow Jason:
X: https://twitter.com/jason
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Thank you to our partners:
(10:18) Gusto - Get three months free when you run your first payroll at http://www.gusto.com/twist
(18:09) LinkedIn Jobs - Post your first job for free at https://www.linkedin.com/twist
(27:49) Northwest Registered Agent - Get a 60% discount on your next LLC at - http://www.northwestregisteredagent.com/twist
*
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
LinkedIn Ads. To redeem a $100 LinkedIn ad credit and launch your first campaign, go to http://linkedin.com/angelpod
Squarespace. Turn your idea into a new website! Go to Squarespace.com/TWIST for a free trial. When you’re ready to launch, use offer code TWIST to save 10% off your first purchase of a website or domain.
Lemon.io - Hire pre-vetted remote developers, get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
*
Todays show:
Jordan Stein from Cresset Partners joins Jason to discuss the firms motivation for investing in venture capital (1:12), the state of venture tourism (12:45), the Power Law and risk-taking in VC (29:26), and much more!
*
Timestamps:
(0:00) Jordan Stein from Cresset Partners joins Jason
(1:12) Cresset Partners’ motivation for investing in venture capital
(11:24) LinkedIn Ads - Get a $100 LinkedIn ad credit at http://linkedin.com/angelpod
(12:45) The state of venture tourism
(20:00) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/twist
(21:25) Cresset Partners’ co-invest program
(29:26) Jordan's perspective on the Power Law and risk-taking in VC
(34:43) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
(35:47) How Cresset Partners evaluates established and emerging VC managers
(43:02) Jason's framework for distinguishing "Likely Winners" vs "Definitive Winners”
(43:45) Cresset Partners’ goal of democratizing wealth management and VC access
*
Check out Cresset Partners:
*
Follow Jordan:
LinkedIn: https://www.linkedin.com/in/jordan-stein17
Follow Jason:
X: https://twitter.com/jason
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Thank you to our partners:
(11:24) LinkedIn Ads - Get a $100 LinkedIn ad credit at http://linkedin.com/angelpod
(20:00) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/twist
(34:43) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
*
Check out the Launch Accelerator: https://launchaccelerator.co
*
Check out Founder University: https://www.founder.university
*
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
OpenPhone. Create business phone numbers for you and your team that work through an app on your smartphone or desktop. TWiST listeners can get an extra 20% off any plan for your first 6 months at http://www.openphone.com/twist
Vanta. Compliance and security shouldn't be a deal-breaker for startups to win new business. Vanta makes it easy for companies to get a SOC 2 report fast. TWiST listeners can get $1,000 off for a limited time at http://www.vanta.com/twist
Imagine AI LIVE is an AI conference where you'll learn how to apply AI in YOUR business directly from the people who build and use these tools. It's taking place March 27th and 28th in Las Vegas, and TWiST listeners can get 20% off tickets at http://imagineai.live/twist
*
Todays show:
Rahul Sidhu from Aerodome joins Jason to discuss how his startup is creating the future of public safety air support with an automated drone system. The two dive into privacy concerns and abuse potential for police drones (14:41), challenges of fundraising and selling to the government (34:22), the founding incident of Aerodome (38:46), and much more!
*
Timestamps:
(0:00) Rahul Sidhu from Aerodome joins Jason
(3:44) How the Aerodome drone system works to respond to 911 calls
(13:17) OpenPhone - Get 20% off your first six months at http://www.openphone.com/twist
(14:41) Privacy concerns and abuse potential with police drone usage
(19:43) FAA regulations, geofencing, and obstacle avoidance for drones
(25:16) Pricing and business model
(28:08) Vanta - Get $1000 off your SOC 2 at http://www.vanta.com/twist
(29:00) Object tracking and combining technologies
(34:22) The challenges of fundraising and selling to government as a startup, but increased venture interest in public safety tech
(37:31) Imagine AI LIVE - Get 20% off tickets at http://imagineai.live/twist
(38:46) Starting Aerodome during the pandemic and protests in 2020. Finding a moderate voice through the All-In podcast
(45:57) The importance of intellectual honesty, steel-manning arguments, and not being married to a single solution as a leader
(47:46) Potential future capabilities and focus on de-escalation
*
Check out Aerodome:
*
Follow Rahul
X: https://twitter.com/rahoolsidoo
LinkedIn: https://www.linkedin.com/in/rahulsidhu
*
Follow Jason:
X: https://twitter.com/jason
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Thank you to our partners:
(13:17) OpenPhone - Get 20% off your first six months at http://www.openphone.com/twist
(28:08) Vanta - Get $1000 off your SOC 2 at http://www.vanta.com/twist
(37:31) Imagine AI LIVE - Get 20% off tickets at http://imagineai.live/twist
*
Check out the Launch Accelerator: https://launchaccelerator.co
*
Check out Founder University: https://www.founder.university
*
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
*
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
Squarespace. Turn your idea into a new website! Go to Squarespace.com/TWIST for a free trial. When you’re ready to launch, use offer code TWIST to save 10% off your first purchase of a website or domain.
MEV. Tired of the dev shop rollercoaster? Mev is your reliable technical partner, offering a well-established software development process designed to consistently deliver unparalleled value to their clients. Get $30,000 off your first three months at http://mev.com/twist!
Northwest Registered Agent. When starting your business, it's important to use a service that will actually help you. Northwest Registered Agent is that service. They'll form your company fast, give you the documents you need to open a business bank account, and even provide you with mail scanning and a business address to keep your personal privacy intact. Visit - https://www.northwestregisteredagent.com/twist to get a 60% discount on your next LLC.
*
Todays show:
David Weisburd hosts Mark Suster, Samir Kaji, and Jason Calacanis to discuss the 2024 venture market (1:24), VCs selling secondaries (23:04), IPOS in 2024 (45:56), and much more!
*
Timestamps:
(0:00) David Weisburd hosts Mark Suster, Samir Kaji,, and Jason Calacanis
(1:24) Thoughts on IVP raising $1.3 Billion for their 18th fund and different angles on the current fundraising market
(14:28) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/twist
(15:53) Mark's strategy today for DPI (Distributed to Paid-In Capital)
(23:04) VCs selling secondaries and best practices when disclosing selling after hitting targets
(28:00) MEV - Get $30,000 off your first three months at http://mev.com/twist
(29:21) Thoughts on strip sales, continuation funds, and exotic secondary vehicles. When should GPs pursue that strategy?
(40:56) Northwest Registered Agent - Get a 60% discount on your next LLC at - https://www.northwestregisteredagent.com/twist
(45:56) F-Prime's 2024 State of Fintech Report, the IPO market in 2024, and early stage fintech
(54:47) Kleiner Perkins and how a firm reboots
(1:03:01) The apprenticeship model in Venture Capital, and mistakes GPs make when interacting with LPs
(1:17:44) Rapid-fire segment on top recent investments
*
Mentioned on the show:
https://www.theinformation.com/articles/ivps-new-fund-shows-growth-investors-are-ready-to-get-off-sidelineshttps://techcrunch.com/2024/02/03/mamoon-hamid-and-ilya-fushman-of-kleiner-perkins-more-than-80-of-pitches-now-involve-ai/
https://fprimecapital.com/blog/the-2024-state-of-fintech-report
*
Follow Mark X: https://twitter.com/msuster
*
Follow Samir X: https://twitter.com/Samirkaji
*
Follow David:
X: https://twitter.com/DWeisburd
LinkedIn: https://www.linkedin.com/in/dweisburd
Check out: https://10xcapital.com
*
Follow Jason:
X: https://twitter.com/jason
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Thank you to our partners:
(14:28) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/twist
(28:00) MEV - Get $30,000 off your first three months at http://mev.com/twist
(40:56) Northwest Registered Agent - Get a 60% discount on your next LLC at - https://www.northwestregisteredagent.com/twist
*
Check out the Launch Accelerator: https://launchaccelerator.co
*
Check out Founder University: https://www.founder.university
*
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
*
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
LinkedIn Ads. To redeem a $100 LinkedIn ad credit and launch your first campaign, go to http://linkedin.com/angelpod
Ketone-IQ is a clean energy boost without sugar or caffeine. Get 30% off your first subscription order of Ketone-IQ at http://hvmn.com/TWIST
Uizard. Struggling to transform innovative ideas into concrete product designs? Uizard can help you turn your visions into polished UI designs in a fraction of the time, while enhancing collaboration across your entire team. Get 25% off Uizard Pro for an entire year at uizard.io/twist
*
Todays show:
Alex Edelson of Slipstream Investors joins Jason to discuss fund of funds and their place in the venture ecosystem (1:28), ownership in relation to fund size (8:34), picking winners (25:08), generating liquidity for LPs (40:08), and much more!
*
Timestamps:
(0:00) Slipstream Investor’s Alex Edelson joins Jason
(1:28) Alex explains what a fund of funds is and why people choose to invest in fund of funds rather than invest directly
(8:34) Why early stage funds overperform and ownership in relation to fund size
(11:48) LinkedIn Ads - Get a $100 LinkedIn ad credit at http://linkedin.com/angelpod
(13:09) What Alex looks for when picking venture funds, ownership, and why people invest in fund of funds cont.
(19:49) Evaluating ability to compete for deals at seed vs pre-seed stage
(23:55) Ketone-IQ - Get 30% off your first subscription order of Ketone-IQ at http://hvmn.com/TWIST
(25:08) Picking winners: Identifying promising companies early and tracking them
(39:01) Uizard - Get 25% off Uizard Pro for an entire year at http://uizard.io/twist
(40:08) Generating liquidity for LPs and picking emerging fund managers
(56:47) Competing for deals at the seed stage, the differentiation between pre-seed and seed, and deciding when to double-down
(1:01:41) Alex turns the tables and asks Jason some questions. But, first why is optimal fund size important?
*
Follow Alex X: https://twitter.com/asedelson Check out Slipstream Investors: https://www.slipstreaminvestors.com/
*
Follow Jason:
X: https://twitter.com/jason
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Thank you to our partners:
(11:48) LinkedIn Ads - Get a $100 LinkedIn ad credit at http://linkedin.com/angelpod
(23:55) Ketone-IQ - Get 30% off your first subscription order of Ketone-IQ at http://hvmn.com/TWIST
(39:01) Uizard - Get 25% off Uizard Pro for an entire year at http://uizard.io/twist
*
Check out the Launch Accelerator: https://launchaccelerator.co
*
Check out Founder University: https://www.founder.university
*
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
*
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
Vanta. Compliance and security shouldn't be a deal-breaker for startups to win new business. Vanta makes it easy for companies to get a SOC 2 report fast. TWiST listeners can get $1,000 off for a limited time at http://www.vanta.com/twist
Scalable Path. Want to speed up your product development without breaking the bank? Since 2010, Scalable Path has helped over 300 companies hire deeply vetted engineers in their time zone. Visit http://www.scalablepath.com/twist to get 20% off your first month.
LinkedIn Ads. To redeem a $100 LinkedIn ad credit and launch your first campaign, go to http://www.linkedin.com/thisweekinstartups
*
Todays show:
Sunny Madra joins Jason to demo Google’s rebranded Gemini Advanced (30:21), Apple’s MGIE (46:31), and to explore the significance of Microsoft’s Copilot (53:27), plus Lucite, AgentHub, Quilter and more!
*
Viewers! How are you enjoying the demos? What grades do you give these AI companies? Tell us what we got wrong and right and what demos you’d like to see on the podcast. Let us know by mentioning us on X.com. https://x.com/Sundeep
*
See the full list of all AI demos from the show here: thisweekinstartups.com/AI
*
Timestamps:
(0:00) Sunny Madra joins Jason
(1:56) Super Bowl viewership numbers compared to YouTubers like Mr. Beast.
(6:23) Sunny demos AgentHub.
(10:34) Vanta - Get $1000 off your SOC 2 at http://www.vanta.com/twist
(12:32) The secrets behind all these media and tech layoffs.
(20:02) Scalable Path - Get 20% off your first month at http://www.scalablepath.com/twist
(21:23) Sunny demos Lucite.
(22:54) There is a need for AI that fact-checks other AI.
(29:09) LinkedIn Ads - Get a $100 LinkedIn ad credit at http://www.linkedin.com/thisweekinstartups
(30:21) The rebranding of Google’s Bard to Gemini while Sunny attempts to demo Gemini Advanced.
(40:15) Sunny demos Quilter.
(46:31) Sunny demos Apple’s MGIE.
(50:41) Answering who will win between Microsoft and OpenAI vs Apple and Meta.
(53:27) The significance of Microsoft Copilot.
*
Links:
Check out AgentHub: https://www.agenthub.dev/
Check out Lucite: https://www.lucite.app/home
Check out Quilter: https://app.quilter.ai/
Check out Apple’s MGIE: https://github.com/apple/ml-mgie
Check out Gemini: https://gemini.google.com/app
Check out Microsoft Copilot Commercial: https://www.youtube.com/watch?v=SaCVSUbYpVc
*
Follow Sunny X: https://twitter.com/sundeep Check out Definitive: https://www.definitive.io/
*
Follow Jason:
X: https://twitter.com/jason
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Thank you to our partners:
(10:34) Vanta - Get $1000 off your SOC 2 at http://www.vanta.com/twist
(20:02) Scalable Path - Get 20% off your first month at http://www.scalablepath.com/twist
(29:09) LinkedIn Ads - Get a $100 LinkedIn ad credit at http://www.linkedin.com/thisweekinstartups
*
Check out the Launch Accelerator: https://launchaccelerator.co
*
Check out Founder University: https://www.founder.university
*
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
*
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
Imagine AI LIVE is an AI conference where you'll learn how to apply AI in YOUR business directly from the people who build and use these tools. It's taking place March 27th and 28th in Las Vegas, and TWiST listeners can get 20% off tickets at http://www.imagineai.live/twist
OpenPhone. Create business phone numbers for you and your team that work through an app on your smartphone or desktop. TWiST listeners can get an extra 20% off any plan for your first 6 months at http://www.openphone.com/twist
Lemon.io - Hire pre-vetted remote developers, get 15% off your first 4 weeks of developer time at https://www.Lemon.io/twist
*
Todays show:
Jason speaks to Brian Singerman of Founders Fund about tips for emerging venture capitalists (6:40), a missed opportunity by an overconfident LP (15:49), self-awareness, strategy, the state of venture capital (40:47), and more!
*
Timestamps:
(0:00) Jason speaks to Brian Singerman of Founders Fund.
(2:31) “Adapt or die!” and the unique approach and strategy at Founders Fund.
(6:40) Brian's tips for emerging venture capitalists on making investments.
(10:09) Imagine AI LIVE - Get 20% off tickets at http://www.imagineai.live/twist
(11:24) Brian reflects on his career's trials and triumphs
(15:49) Brian shares an anecdote about a gloating LP who passed on one of the greatest venture funds in history.
(21:36) OpenPhone - Get 20% off your first six months at http://www.openphone.com/twist
(23:04) Brian’s approach for securing a deal with founders.
(28:03) The sharp mind of Sean Parker.
(31:32) Lemon.io - Get 15% off your first 4 weeks of developer time at https://www.Lemon.io/twist
(32:37) The character of founders who change the world and how to work with them.
(37:30) Regulation and the anti-competitive landscape of large companies in the US.
(40:47) Self-awareness, strategy and the state of venture capital.
(44:00) Keith Rabois's transition from Founders Fund back to Khosla Ventures.
(47:27) Reflecting on Ikigai and finding joy and value in one's passion.
*
Links:
Check out Founders Fund: https://foundersfund.com/
Check out past TWiST episode #748 with Brian: https://youtu.be/O8emgaUsOZY?feature=shared
*
Follow Brian:
X: https://twitter.com/briansin
LinkedIn: https://www.linkedin.com/in/brian-singerman-9333b52/
*
Follow Jason:
X: https://twitter.com/jason
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Thank you to our partners:
(10:09) Imagine AI LIVE - Get 20% off tickets at http://www.imagineai.live/twist
(21:36) OpenPhone - Get 20% off your first six months at http://www.openphone.com/twist
(31:32) Lemon.io - Get 15% off your first 4 weeks of developer time at https://www.Lemon.io/twist
*
Check out the Launch Accelerator: https://launchaccelerator.co
*
Check out Founder University: https://www.founder.university
*
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
*
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
OpenPhone. Create business phone numbers for you and your team that work through an app on your smartphone or desktop. TWiST listeners can get an extra 20% off any plan for your first 6 months at http://www.openphone.com/twist
Lemon.io - Hire pre-vetted remote developers, get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
Northwest Registered Agent. When starting your business, it's important to use a service that will actually help you. Northwest Registered Agent is that service. They'll form your company fast, give you the documents you need to open a business bank account, and even provide you with mail scanning and a business address to keep your personal privacy intact. Visit - https://www.northwestregisteredagent.com/twist to get a 60% discount on your next LLC.
*
Todays show:
David Weisburd hosts Grady Buchanan, Victor Gutwein, and Jason Calacanis to discuss dry powder in VC (1:38), VCs rating VCs (14:22), a study on whether returns persist in venture capital (29:33), and much more
*
Timestamps:
(0:00) David Weisburd hosts Grady Buchanan, Victor Gutwein, and Jason Calacanis
(1:38) VC dry powder levels, cash management by GPs, and investment pace adjustments.
(12:57) OpenPhone - Get 20% off your first six months at http://www.openphone.com/twist
(14:22) The importance of GP selection for LPs, VC firm ratings, and the impact of relationships in the VC ecosystem
(28:30) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
(29:33) Performing due diligence on funds and the persistence of VC Returns
(42:00) Northwest Registered Agent - Get a 60% discount on your next LLC at - https://www.northwestregisteredagent.com/twist
(51:41) Rapid-fire segment on top recent investments
*
Mentioned on the show:
https://www.rallyventures.com
*
Follow Grady:
LinkedIn: https://www.linkedin.com/in/gradyb/
Check out: https://nvngia.com/
*
Follow Victor:
X: https://twitter.com/lalayak
LinkedIn: https://www.linkedin.com/in/victor-gutwein
Check out: https://m25vc.com
*
Follow David:
X: https://twitter.com/DWeisburd
LinkedIn: https://www.linkedin.com/in/dweisburd
Check out: https://10xcapital.com
*
Follow Jason:
X: https://twitter.com/jason
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Thank you to our partners:
(12:57) OpenPhone - Get 20% off your first six months at http://www.openphone.com/twist
(28:30) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
(42:00) Northwest Registered Agent - Get a 60% discount on your next LLC at - https://www.northwestregisteredagent.com/twist
*
Check out the Launch Accelerator: https://launchaccelerator.co
*
Check out Founder University: https://www.founder.university
*
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
*
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
Squarespace. Turn your idea into a new website! Go to Squarespace.com/TWIST for a free trial. When you’re ready to launch, use offer code TWIST to save 10% off your first purchase of a website or domain.
Gusto is easy online payroll, benefits, and HR built for modern small businesses. Get three months free when you run your first payroll at Gusto.com/twist.
LinkedIn Jobs. A business is only as strong as its people, and every hire matters. Go to LinkedIn.com/TWIST to post your first job for free. Terms and conditions apply.
*
Todays show:
Sunny Madra joins Jason to demo an AI that analyzes human expression (2:07), a generative gaming platform (23:26), Hugging Faces Assistants (39:12), and much more!
*
Timestamps:
(0:00) Sunny Madra joins Jason
(2:07) Hume AI - AI toolkit to measure, understand, and improve how technology affects human emotion
(6:53) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/twist
(7:57) Hume AI demo continued
(19:15) Gusto - Get three months free when you run your first payroll at http://gusto.com/twist
(20:25) AI Bet Update - Small model deployed on iphone/android
(23:26) FRVR AI - Generative AI to streamline game creation
(34:16) LinkedIn Jobs - Post your first job for free at https://linkedin.com/twist
(35:19) Calling GPTS with @
(39:12) Hugging Face Assistants - LLM-powered assistants specialized in the Hugging Face ecosystem
(45:05) Eleven Labs ChatGPT
*
Mentioned on the show:
Hume: https://beta.hume.ai
FRVR: https://beta.frvr.ai
Hugging Face Assistants: https://huggingface.co/chat/assistants
Eleven Labs ChatGPT: https://chat.openai.com/g/g-h0lbLuFF1-elevenlabs-text-to-speechhttps://twitter.com/dnystedt/status/1754323506056266149
https://www.youtube.com/watch?v=th3vzKTE0O8
*
Follow Sunny:
X: https://twitter.com/sundeep
LinkedIn: https://www.linkedin.com/in/sundeepm
Check out: https://www.definitive.io
Follow Jason:
X: https://twitter.com/jason
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Thank you to our partners:
(6:53) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/twist
(19:15) Gusto - Get three months free when you run your first payroll at http://gusto.com/twist
(34:16) LinkedIn Jobs - Post your first job for free at https://linkedin.com/twist
*
Check out the Launch Accelerator: https://launchaccelerator.co
*
Check out Founder University: https://www.founder.university
*
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
*
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
Vanta. Compliance and security shouldn't be a deal-breaker for startups to win new business. Vanta makes it easy for companies to get a SOC 2 report fast. TWiST listeners can get $1,000 off for a limited time at https://www.vanta.com/
NetSuite. Once your business gets to a certain size the cracks start to emerge. Things you used to do in a day take a week. You deserve a customized solution - and that's NetSuite. Learn more when you download NetSuite’s popular KPI Checklist - absolutely free, at http://www.NetSuite.com/twist
Scalable Path. Want to speed up your product development without breaking the bank? Since 2010, Scalable Path has helped over 300 companies hire deeply vetted engineers in their time zone. Visit https://www.scalablepath.com/twist to get 20% off your first month.
*
Todays show:
Jason talks with Reddit co-founder Alexis Ohanian about their pending IPO (2:48), advice he tells young people starting out at his firm (13:51), then Ron Biscardi discusses the future of the iConnections conference (47:01), and more!
*
LINKS:
Check out Reddit: https://www.reddit.com/
Check out iConnections: https://iconnections.io/
*
Follow Alexis:
X: https://twitter.com/alexisohanian
LinkedIn: https://www.linkedin.com/in/alexisohanian/
Follow Ron:
X: https://twitter.com/rbiscardi
LinkedIn: https://www.linkedin.com/in/ron-biscardi-79063/
Follow Jason:
X: https://twitter.com/jason
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Thank you to our partners:
(11:48) Vanta - Get $1000 off your SOC 2 at https://vanta.com/twist
(22:19) NetSuite - Download your free KPI Checklist at http://www.NetSuite.com/twist
(32:42) Scalable Path - Get 20% off your first month at https://www.scalablepath.com/twist
*
Check out the Launch Accelerator: https://launchaccelerator.co
*
Check out Founder University: https://www.founder.university
*
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
*
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
Curotec. Are you one of those companies that knows you need to be using AI, but you're not even sure where to start? Well then you need Curotec. They are AI experts, and they're offering TWiST listeners an AI Strategy Roadmap tailored to your business for $5000. That's 50% off the normal cost just for telling them we sent you. Check out http://www.curotec.com/twist and get $5000 off!
Northwest Registered Agent. When starting your business, it's important to use a service that will actually help you. Northwest Registered Agent is that service. They'll form your company fast, give you the documents you need to open a business bank account, and even provide you with mail scanning and a business address to keep your personal privacy intact. Visit - https://www.northwestregisteredagent.com/twist to get a 60% discount on your next LLC.
Ketone-IQ is a clean energy boost without sugar or caffeine. Get 30% off your first subscription order of Ketone-IQ at http://hvmn.com/TWIST
*
Todays show:
Beeper's Eric Migicovsky joins Jason to discuss Beeper's mission of providing a universal chat app (1:32), Apple blocking Beeper Mini after just 3 days (13:35), fighting back against Apple as a startup founder (18:31), and much more!
*
Timestamps:
(0:00) Beeper’s Eric Migicovsky joins Jason
(1:32) Beeper and its mission of providing a universal chat app
(6:30) How Apple locks people into iMessage and makes it hard to switch from iPhone
(12:11) Curotec - Check out http://www.curotec.com/twist and get $5000 off
(13:35) Beeper Mini's release and Apple blocking Beeper Mini after just 3 days
(18:31) Fighting back against Apple as a startup founder
(21:24) Northwest Registered Agent - Get a 60% discount on your next LLC at - https://www.northwestregisteredagent.com/twist
(22:18) The fight against Apple and thoughts on the outcome
(28:01) Prior experience dealing with platform restrictions at Pebble and the differences in timelines between startups and government regulation
(35:04) Ketone-IQ - Get 30% off your first subscription order of Ketone-IQ at http://hvmn.com/TWIST
(36:17) Apple's response to recent court rulings requiring App Store changes
(38:54) Speculation on whether Apple's AR glasses will succeed
(41:35) Eric's vision for the future with open protocols for messaging and Beeper's business model
Mentioned on the show:
https://www.theverge.com/2023/12/9/23995150/beeper-imessage-android-apple-statement
https://www.kickstarter.com/projects/getpebble/pebble-2-time-2-and-core-an-entirely-new-3g-ultra
https://37signals.com/podcast/this-again-apple/
*
Follow Eric:
X: https://twitter.com/ericmigi
LinkedIn: https://www.linkedin.com/in/ericmigi/
Check out: https://www.beeper.com/mini
*
Follow Jason:
X: https://twitter.com/jason
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Thank you to our partners:
(12:11) Curotec - Check out http://www.curotec.com/twist and get $5000 off
(21:24) Northwest Registered Agent - Get a 60% discount on your next LLC at - https://www.northwestregisteredagent.com/twist
(35:04) Ketone-IQ - Get 30% off your first subscription order of Ketone-IQ at http://hvmn.com/TWIST
*
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
*
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
Uizard.io will help bring your vision to life in minutes, not days with the power of AI. Visit http://uizard.io/twist to get 25% off Uizard Pro for an entire year.
Northwest Registered Agent. When starting your business, it's important to use a service that will actually help you. Northwest Registered Agent is that service. They'll form your company fast, give you the documents you need to open a business bank account, and even provide you with mail scanning and a business address to keep your personal privacy intact. Visit - https://www.northwestregisteredagent.com/twist to get a 60% discount on your next LLC.
Nuts.com is offering new customers a free gift with purchase and free shipping on orders of $29 or more at http://www.Nuts.com/twist
*
Today’s show:
Jason kicks off the show with an update on the late-stage VC market (1:44). Then, Terra Kaffe’s Sahand Dilmaghani joins to discuss Terra Kaffe’s super-automatic machines (19:35), scaling the B2C business (29:59), and much more!
*
Timestamps:
(0:00) Jason kicks off the show!
(1:44) Late-stage VC market update
(10:41) Uizard - Get 25% off Uizard Pro for an entire year at http://uizard.io/twist
(11:49) Sahand Dilmaghani on his decision to start Terra Kaffe
(19:35) Advantages of the Terra Kaffe machines compared to pod machines
(24:29) What is takes for a super-automatic machine to make great coffee
(29:05) Northwest Registered Agent - Get a 60% discount on your next LLC at - https://www.northwestregisteredagent.com/twist
(29:59) Scaling where the product is viable, offices, schools, multifamily homes
(35:27) Nuts.com - Get a free gift with purchase and free shipping on orders of $29 or more at http://www.Nuts.com/twist
(36:30) The progress in sales and experience with direct to consumer
(50:32) Founder Fridays kicks off today! - Go to https://Thisweekinstartups.com/meetups to learn more
*
Mentioned on the show:
https://www.ft.com/content/18430e05-33c0-4f48-8c87-fae74ff29bbf
https://www.ft.com/content/eb2e085a-ef5a-4e91-8634-747e2a602fbe
*
Follow Sahand:
X: https://twitter.com/terrakaffe
LinkedIn: https://www.linkedin.com/in/sahand-dilmaghani/
*
Follow Jason:
X: https://twitter.com/jason
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Thank you to our partners:
(10:41) Uizard - Get 25% off Uizard Pro for an entire year at http://uizard.io/twist
(29:05) Northwest Registered Agent - Get a 60% discount on your next LLC at - https://www.northwestregisteredagent.com/twist
(35:27) Nuts.com - Get a free gift with purchase and free shipping on orders of $29 or more at http://www.Nuts.com/twist
*
Check out the Launch Accelerator: https://launchaccelerator.co
*
Check out Founder University: https://www.founder.university
*
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
*
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
LinkedIn Marketing. To redeem a $100 LinkedIn ad credit and launch your first campaign, go to http://www.linkedin.com/thisweekinstartups
Squarespace. Turn your idea into a new website! Go to http://www.Squarespace.com/TWIST
for a free trial. When you’re ready to launch, use offer code TWIST to save 10% off your first purchase of a website or domain.
Lemon.io - Hire pre-vetted remote developers, and get 15% off your first 4 weeks of developer time at https://www.Lemon.io/twist
*
Today’s show:
Cendana’s Michael Kim joins Jason for a deep dive on fund of funds (3:32), how to examine alpha, beta, and quality indices in early-stage investing (28:38), current market trends, future startup outlook (45:11), and more!
*
Timestamps:
(0:00) Michael Kim joins Jason.
(3:32) Overview of Fund of Funds, their Strengths and “Achilles heel”.
(7:01) Attraction factors for investors in pre-seed and seed startups.
(10:42) LinkedIn Marketing - Get a $100 LinkedIn ad credit at http://www.linkedin.com/thisweekinstartups
(12:04) The rise and definition of “micro VCs” with insights by Michael Kim.
(15:16) How the early seed stage carved a niche and its growing appeal to LPs.
(22:07) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at http://www.Squarespace.com/TWIST
(23:12) Fund enablers and the importance of “consistent returns”.
(28:38) Examining alpha, beta, and quality indices in early-stage investing.
(34:21) Lemon.io - Get 15% off your first 4 weeks of developer time at https://www.Lemon.io/twist
(35:29) The significance of portfolio management as networks and building a ‘why' for founders to pick you as an investor.
(41:25) The value and longevity of investor networks.
(45:11) Current market trends, future startup outlook.
(48:08) Things have shifted and Michael explains why seed is the new series-A and pre-seed is the new seed.
(52:10) Demographics of founders seeking investment.
*
LINKS
Check out Cendana Capital: https://www.cendanacapital.com/
Watch other episodes with Micheal Kim:
Check out the Liquidity Podcast: LiquidityPod.com
*
Follow Michael:
X: https://twitter.com/MKRocks
LinkedIn: https://www.linkedin.com/in/michael-kim-cendana-capital/
*
Follow Jason:
X: https://twitter.com/jason
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Thank you to our partners:
(10:42) LinkedIn Marketing - Get a $100 LinkedIn ad credit at http://www.linkedin.com/thisweekinstartups
(22:07) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at http://www.Squarespace.com/TWIST
(34:21) Lemon.io - Get 15% off your first 4 weeks of developer time at https://www.Lemon.io/twist
*
Check out the Launch Accelerator: https://launchaccelerator.co
*
Check out Founder University: https://www.founder.university
*
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
*
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
Vanta. Compliance and security shouldn't be a deal-breaker for startups to win new business. Vanta makes it easy for companies to get a SOC 2 report fast. TWiST listeners can get $1,000 off for a limited time at vanta.com/twist
MEV. Tired of the dev shop rollercoaster? Mev is your reliable technical partner, offering a well-established software development process designed to consistently deliver unparalleled value to their clients. Get $30,000 off your first three months at http://mev.com/twist!
The Paintbrush Loan is the earliest startup financing on the internet. No pitch deck, no business plan, no minimum time in business, and no warm intros. Plus, you get to keep your equity. Visit http://getpaintbrush.com to see if you qualify for a $50K startup loan in less than 2 minutes.
*
Today’s show:
Zest's Jake Gutstein joins Jason to discuss his journey in creating the cooking app Zest (1:37). The two dive into how the Zest team formed (10:29), finding the right tools for your startup (25:24), Jake's experience in the Launch Accelerator program (33:27), and more!
*
Timestamps:
(0:00) Zest’s Jake Gutstein joins Jason
(1:37) What prompted the creation of Zest and the initial concept and MVP for Zest
(9:22) Vanta - Get $1000 off your SOC 2 at https://vanta.com/twist
(10:29) The product development, initial testing, and finding a technical co-founder
(17:21) The decision to go full-time with Zest, the process of raising initial funding, and the importance of overcoming ambiguity and uncertainty
(20:54) MEV - Get $30,000 off your first three months at http://mev.com/twist
(22:05) Demo of Zest’s product
(25:24) Finding the right tools and mentors and the value propositions of Zest discovered through user research
(32:35) Paintbrush - Visit http://getpaintbrush.com to see if you qualify for a $50K startup loan in less than 2 minutes
(33:27) Product launch, approach to fundraising, and experience with the Launch Accelerator program
(46:48) Future plans and goals for Zest
*
Check out the Launch Accelerator: https://launchaccelerator.co
*
Check out Founder University: https://www.founder.university
*
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
*
Mentioned on the show:
https://twitter.com/jasonfried
https://www.youtube.com/watch?v=7LK6lKCKMQM
*
Follow Jake:
X: https://twitter.com/GutsteinJake LinkedIn: https://www.linkedin.com/in/jacob-gutstein Check out: https://zestapp.co
*
Follow Jason:
X: https://twitter.com/jason
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Thank you to our partners:
(9:22) Vanta - Get $1000 off your SOC 2 at https://vanta.com/twist
(20:54) MEV - Get $30,000 off your first three months at http://mev.com/twist
(32:35) Paintbrush - Visit http://getpaintbrush.com to see if you qualify for a $50K startup loan in less than 2 minutes
*
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
OpenPhone. Create business phone numbers for you and your team that work through an app on your smartphone or desktop. TWiST listeners can get an extra 20% off any plan for your first 6 months at http://www.openphone.com/twist
Curotec. Are you one of those companies that knows you need to be using AI, but you're not even sure where to start? Well then you need Curotec. They are AI experts, and they're offering TWiST listeners an AI Strategy Roadmap tailored to your business for $5000. That's 50% off the normal cost just for telling them we sent you. Check out http://www.curotec.com/twist and get $5000 off!
Northwest Registered Agent. When starting your business, it's important to use a service that will actually help you. Northwest Registered Agent is that service. They'll form your company fast, give you the documents you need to open a business bank account, and even provide you with mail scanning and a business address to keep your personal privacy intact. Visit - https://www.northwestregisteredagent.com/twist to get a 60% discount on your next LLC.
*
Today’s show: Sunny joins Jason to celebrate their 100th demo on the show (3:03), explore Paid Leave (17:29), and comb through the X posts of Barsee (32:41), and much, much, more!
*
Timestamps:
(0:00) Sunny joins Jason
(3:03) We demo MultiOn, our 100th demo on the show!
(12:01) OpenPhone - Get 20% off your first six months at http://www.openphone.com/twist
(13:30) Jason gives his grade and signs up to use MultiOn.
(17:29) Sunny demos Paid Leave powered by MOMS F1RST.
(21:04) Curotec - Check out http://www.curotec.com/twist and get $5000 off
(23:40) AI demo of Consensus.
(26:53) Consensus reminds Jason of the life and tragedy of Aaron Swartz.
(29:54) Northwest Registered Agent - Get a 60% discount on your next LLC at - https://www.northwestregisteredagent.com/twist
(32:41) Sunny jumps onto X to show us important advancements in AI posted by Barsee.
(35:17) Sunny demos “Depth Anything”.
*
This episode is dedicated to the memory of Aaron Swartz.
*
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
*
LINKS:
Check out the list of AI demos here: https://thisweekinstartups.com/AI
Check out MultiOn: https://www.multion.ai/
Check out Paid Leave: https://www.paidleave.ai/
Check out Consensus: https://consensus.app/
Rolling Stone Article on Aaron Swarts: https://www.rollingstone.com/culture/culture-news/the-brilliant-life-and-tragic-death-of-aaron-swartz-177191/
Check out Barsee here: https://twitter.com/heyBarsee
*
Follow Sunny
X: https://twitter.com/sundeep Check out: https://www.definitive.io/
*
Follow Jason:
X: https://twitter.com/jason
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Thank you to our partners:
(12:01) OpenPhone - Get 20% off your first six months at http://www.openphone.com/twist
(21:04) Curotec - Check out http://www.curotec.com/twist and get $5000 off
(29:54) Northwest Registered Agent - Get a 60% discount on your next LLC at - https://www.northwestregisteredagent.com/twist
*
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
Ketone-IQ is a clean energy boost without sugar or caffeine. Get 30% off your first subscription order of Ketone-IQ at http://www.hvmn.com/TWIST
The Paintbrush Loan is the earliest startup financing on the internet. No pitch deck, no business plan, no minimum time in business, and no warm intros. Plus, you get to keep your equity. Visit http://www.getpaintbrush.com to see if you qualify for a $50K startup loan in less than 2 minutes.
Coda is the all-in-one doc for teams. And they introduced an AI-powered assistant to take the BUSY out of the WORK! Get started for free at https://www.coda.io/twist
*
Today’s show: Aileen Lee join Jason to talk about her origins and overcoming challenges as a woman in a male-dominated tech space (2:12), the Unicorn Club and the effects of the ZIRP era (11:51), predictions on which startups will maintain their unicorn status (33:09), and more!
*
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
*
LINKS:
Check out Cowboy Ventures: https://www.cowboy.vc/
Read Aileen’s 2024 article here: https://www.cowboy.vc/news/welcome-back-to-the-unicorn-club-10-years-later
Read Aileen’s original Unicorn article here: https://techcrunch.com/2013/11/02/welcome-to-the-unicorn-club/
Check out All Raise: https://www.allraise.org/
*
Thanks to our partners:
(10:26) Ketone-IQ - Get 30% off your first subscription order of Ketone-IQ at http://www.hvmn.com/TWIST
(20:39) Paintbrush - Visit http://www.getpaintbrush.com to see if you qualify for a $50K startup loan in less than 2 minutes
(31:38) Coda - Get started for free at https://www.coda.io/twist
*
Follow Eileen
X: https://twitter.com/aileenlee
LinkedIn: https://www.linkedin.com/in/aileenwlee
*
Follow Jason:
X: https://twitter.com/jason
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
Squarespace. Turn your idea into a new website! Go to Squarespace.com/TWIST for a free trial. When you’re ready to launch, use offer code TWIST to save 10% off your first purchase of a website or domain.
Northwest Registered Agent. When starting your business, it's important to use a service that will actually help you. Northwest Registered Agent is that service. They'll form your company fast, give you the documents you need to open a business bank account, and even provide you with mail scanning and a business address to keep your personal privacy intact. Visit - https://www.northwestregisteredagent.com/twist to get a 60% discount on your next LLC.
LinkedIn Jobs. A business is only as strong as its people, and every hire matters. Go to LinkedIn.com/TWIST to post your first job for free. Terms and conditions apply.
*
Today’s show: David Weisburd hosts Elizabeth Yin, Zach Coelius, and Jason Calacanis to discuss trends in venture capital, including the growth of fund sizes (2:32), the resurgence of the Bay Area (33:42), the decrease in capital efficiency (51:12), the rise in unicorn companies but lack of liquidity (45:11), and top recent investments (57:27)!
*
Timestamps:
(0:00) David Weisburd hosts Elizabeth Yin, Zach Coelius, and Jason Calacanis to dive into the state of venture funds
(2:32) Venture funds are growing in size despite the slow market
(10:37) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/twist
(11:43) Exploring the performance: smaller funds vs. larger funds
(28:56) Northwest Registered Agent - Get a 60% discount on your next LLC at - https://www.northwestregisteredagent.com/twist
(29:49) Hustle Fund’s quantitative approach to evaluating startups
(33:42) Is the Bay Area officially back?
(43:51) LinkedIn Jobs - Post your first job for free at https://linkedin.com/twist
(45:11) Number of unicorns has increased but liquidity has decreased
(51:12) The decline in capital efficiency over the past decade
(57:27) Rapid-fire segment on top recent investments
*
LINKS:
https://www.wsj.com/articles/pro-take-why-venture-fund-sizes-rose-despite-the-slow-market-fd4c4677
https://www.cowboy.vc/news/welcome-back-to-the-unicorn-club-10-years-later
*
Thanks to our partners:
(10:37) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/twist
(28:56) Northwest Registered Agent - Get a 60% discount on your next LLC at - https://www.northwestregisteredagent.com/twist
(43:51) LinkedIn Jobs - Post your first job for free at https://linkedin.com/twist
*
Follow Elizabeth
X: https://twitter.com/dunkhippo33
LinkedIn: https://www.linkedin.com/in/elizabethyin/
Check out: https://hustlefund.vc
Check out: https://letsgo.hustlefund.vc/raise-millions
Check out: Bruinhealth.com
Check out: Goafterwork.com
*
Follow Zach
X: https://twitter.com/zachcoelius
LinkedIn: https://www.linkedin.com/in/zachcoelius/
Check out: https://coelius.vc/
Check out: Echomark.com
Check out: Findbugzero.com
*
Follow David
X: https://twitter.com/DWeisburd
LinkedIn: https://www.linkedin.com/in/dweisburd/
Check out: https://10xcapital.com/
*
Follow Jason:
X: https://twitter.com/jason
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
Check out: Podcast.ai
Check out: Zestapp.co
Check out: getriver.io
*
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
*
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
This Week in Startups is brought to you by…
OpenPhone. Create business phone numbers for you and your team that work through an app on your smartphone or desktop. TWiST listeners can get an extra 20% off any plan for your first 6 months at openphone.com/twist
Scalable Path. Want to speed up your product development without breaking the bank? Since 2010, Scalable Path has helped over 300 companies hire deeply vetted engineers in their time zone. Visit http://scalablepath.com/twist to get 20% off your first month.
Uizard.io will help bring your vision to life in minutes, not days with the power of AI. Visit http://uizard.io/twist to get 25% off Uizard Pro for an entire year.
*
Today’s show:
Rabbit CEO Jesse Lyu joins Jason to discuss the viral launch of Rabbit's R1 AI companion device at CES, covering the ambitious product vision (1:37), unique design (23:30), custom-built OS and LLM (11:30), manufacturing logistics (49:45), and much more!
*
Timestamps:
(00:00) Rabbit’s Jesse Lyu joins Jason
(1:37) Introduction and Pricing of Rabbit R1, a Pocket AI Device
(7:07) Differences between large language models and large action models
(10:03) OpenPhone - Get 20% off your first six months at https://openphone.com/twist
(11:30) Data collection process for training the Large Action Model (LAM), Neuro-symbolic algorithm vs. traditional Robotic Process Automation (RPA)
(16:08) Authentication and access to Rabbit's Web Portal, privacy considerations, and speed and latency of voice interactions
(23:30) The role of Teenage Engineering in design inspiration
(30:47) Scalable Path - Get 20% off your first month at http://scalablepath.com/twist
(32:07) Potential frustrations and limitations with the Rabbit R1 compared to smartphones
(41:30) Uizard - Get 25% off Uizard Pro for an entire year at http://uizard.io/twist
(42:38) Evaluating the Accuracy of Voice-to-Text Translations
(49:45) Product timeline, experimental features, and getting devices to early adopters
(1:12:37) Rabbit’s early development, Jesse's journey, and future prospects of AI
*
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
*
LINKS:
https://www.youtube.com/watch?v=22wlLy7hKP4
https://www.whathifi.com/news/headphone-30-could-a-computer-in-your-ear-change-headphones-forever
https://www.youtube.com/watch?v=7iU6K7NccXk
*
Thanks to our partners:
(10:03) OpenPhone - Get 20% off your first six months at https://openphone.com/twist
(30:47) Scalable Path - Get 20% off your first month at http://scalablepath.com/twist
(41:30) Uizard - Get 25% off Uizard Pro for an entire year at http://uizard.io/twist
*
Follow Jesse
X: https://twitter.com/jessechenglyu
Check out: https://www.rabbit.tech
*
Follow Jason:
X: https://twitter.com/jason
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
Northwest Registered Agent. When starting your business, it's important to use a service that will actually help you. Northwest Registered Agent is that service. They'll form your company fast, give you the documents you need to open a business bank account, and even provide you with mail scanning and a business address to keep your personal privacy intact. Visit - https://www.northwestregisteredagent.com/twist to get a 60% discount on your next LLC.
Vanta. Compliance and security shouldn't be a deal-breaker for startups to win new business. Vanta makes it easy for companies to get a SOC 2 report fast. TWiST listeners can get $1,000 off for a limited time at https://www.vanta.com/twist
Gusto is easy online payroll, benefits, and HR built for modern small businesses. Get three months free when you run your first payroll at http://www.gusto.com/twist
*
Today’s show:
Sunny Madra joins Jason to demo video creation platform Hour One (9:28), meal planner Dinnerfly (26:35), a short film titled “Borrowed Time,” entirely created using AI tools (49:18), and more!
*
Timestamps:
(0:00) Sunny Madra joins Jason
(1:37) Exploring the dynamics of AI in the workplace, focusing on remote work management and efficiency debates.
(9:28) Sunny demos Hour One sparked from Reid Hoffman’s deep fake post.
(12:06) Northwest Registered Agent - Get a 60% discount on your next LLC at - https://www.northwestregisteredagent.com/twist
(13:35) Sunny further demos his own use of Hour One.
(17:22) Sunny demos Bland AI.
(21:29) Vanta - Get $1000 off your SOC 2 at https://www.vanta.com/twist
(22:37) Jason and Sunny analyze "Bland AI," discussing various applications and evaluating the demo.
(26:35) Sunny demos Dinnerfly.
(31:52) Gusto - Get three months free when you run your first payroll at http://www.gusto.com/twist
(34:25) A conversation on Apple’s behaviour regarding its oxygen technology in smartwatches, including a fun John Malkovich reference from the film "Rounders.”
(37:42) Sunny demos AI Comic Factory.
(49:18) Sunny presents a short film entirely created using AI tools, titled “Borrowed Time.”
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
*
LINKS:
Check out Hour One: https://app.hourone.ai/home
Check out Bland: https://www.bland.ai/turbo
Check out Dinnerfy: https://app.dinnerfy.com/
Check out AI Comic Factory: https://huggingface.co/spaces/jbilcke-hf/ai-comic-factory
Check out AI short film “Borrowing Time”: https://www.youtube.com/watch?v=WCIsHNQHcKQ
Check out Jason and Sunny’s 2024 AI bets: http://www.thisweekinstartups/bets
Check out our AI demo clips: http://www.thisweekinstartups.com/AI
*
Thanks to our partners:
(12:06) Northwest Registered Agent - Get a 60% discount on your next LLC at - https://www.northwestregisteredagent.com/twist
(21:29) Vanta - Get $1000 off your SOC 2 at https://www.vanta.com/twist
(31:52) Gusto - Get three months free when you run your first payroll at http://www.gusto.com/twist
*
Follow Sunny
X: https://twitter.com/sundeep
Check out: https://www.definitive.io/
*
Follow Jason:
X: https://twitter.com/jason
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
The Paintbrush Loan is the earliest startup financing on the internet. No pitch deck, no business plan, no minimum time in business, and no warm intros. Plus, you get to keep your equity. Visit http://www.getpaintbrush.com to see if you qualify for a $50K startup loan in less than 2 minutes.
OpenPhone. Create business phone numbers for you and your team that work through an app on your smartphone or desktop. TWiST listeners can get an extra 20% off any plan for your first 6 months at https://www.openphone.com/twist
Lemon.io - Hire pre-vetted remote developers, get 15% off your first 4 weeks of developer time at https://www.Lemon.io/twist
*
Today’s show:
David Weisburd hosts Jason Shuman, Raja Doddala, and Jason Calacanis to dive into 2024 startup valuation trends (2:00), insights on how VCs can secure great deals in a competitive market (17:46), a detailed look at secondary deals (36:25), and more!
*
Timestamps:
(0:00) David Weisburd hosts Jason Shuman, Raja Doddala Jason Calacanis to dive into the world of VCs, LPs and GPs.
(2:00) A look at the encouraging trends in startup valuations as we head into 2024.
(6:39) Delving into the intricacies of current valuation methods and key aspects investors should be cautious about.
(11:22) Paintbrush - Visit http://www.getpaintbrush.com to see if you qualify for a $50K startup loan in less than 2 minutes
(13:42) Examining the balance of demand and supply in the seed funding stage of new startups.
(17:46) Insights on how venture capitalists can secure the most sought-after deals in today's competitive market.
(22:00) OpenPhone - Get 20% off your first six months at https://www.openphone.com/twist
(23:29) Discussion about M.A.N.G., a rising player in the venture capital scene.(28:26) Exploring the unique and often controversial practice of round-tripping in the venture capital industry.
(33:03) Lemon.io - Get 15% off your first 4 weeks of developer time at https://www.Lemon.io/twist
(36:25) A detailed look at Lexington's successful raising of $22.7 million in secondary investments.
(57:24) Observing the recent increase in mergers and acquisitions activity within the industry.
*
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
*
Check out Churchill Asset Management here: https://www.churchillam.com/
Check out Primary Ventures here: https://www.primary.vc/
Check out David’s other podcast here: https://www.youtube.com/channel/UCncFI0XEvTu7k4er6BgVN9g
*
Thanks to our partners:
(11:22) Paintbrush - Visit http://www.getpaintbrush.com to see if you qualify for a $50K startup loan in less than 2 minutes
(22:00) OpenPhone - Get 20% off your first six months at https://www.openphone.com/twist
(33:03) Lemon.io - Get 15% off your first 4 weeks of developer time at https://www.Lemon.io/twist
*
Follow at:
X:
https://twitter.com/JasonrShuman
*
LinkedIn:
https://www.linkedin.com/in/dweisburd
https://www.linkedin.com/in/jasoncalacanis
https://www.linkedin.com/in/rajadoddala
https://www.linkedin.com/in/jasonshuman/
*
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
Squarespace. Turn your idea into a new website! Go to Squarespace.com/TWIST for a free trial. When you’re ready to launch, use offer code TWIST to save 10% off your first purchase of a website or domain.
Northwest Registered Agent. When starting your business, it's important to use a service that will actually help you. Northwest Registered Agent is that service. They'll form your company fast, give you the documents you need to open a business bank account, and even provide you with mail scanning and a business address to keep your personal privacy intact. Visit http://northwestregisteredagent.com/twist to get a 60% discount on your next LLC.
LinkedIn Marketing. To redeem a $100 LinkedIn ad credit and launch your first campaign, go to http://linkedin.com/angelpod
*
Today’s show:
Joshua Berkowitz joins Jason discuss the critical role of LPs in venture capital, his family office's diversification into the field (4:37), strategies for evaluating and selecting fund managers (14:26), and the intricacies of fund management and fundraising (30:41).
*
Timestamps:
(0:00) Berkocorp’s Joshua Berkowitz joins Jason
(4:37) Why family offices diversify into venture capital - higher returns, high dispersion of returns, and the entrepreneurial aspect
(9:32) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/twist
(10:59) Evaluating emerging managers - looking for exceptional strategies and execution
(14:26) Decision making processes at venture firms - consensus vs individual decision-making.
(19:56) What a VC fund has to do to be successful
(25:48) Northwest Registered Agent - Get a 60% discount on your next LLC at http://northwestregisteredagent.com/twist
(26:41) Pros and cons of GPs being very vocal/political on social media
(30:41) Quick disqualifications when evaluating new VC funds and challenges with GP "tourism"
(34:59) LinkedIn Marketing - Get a $100 LinkedIn ad credit at http://linkedin.com/angelpod
(36:20) What kills companies - "likely winners" vs "definitive winners"
(58:42) Clarity in the process for GPs raising funds from LPs
*
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
*
Check out: https://www.berkocorp.ca/
*
Thanks to our partners:
(9:32) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/twist
(25:48) Northwest Registered Agent - Get a 60% discount on your next LLC at http://northwestregisteredagent.com/twist
(34:59) LinkedIn Marketing - Get a $100 LinkedIn ad credit at http://linkedin.com/angelpod
*
Follow at:
X:
https://twitter.com/berkowitz_josh
*
LinkedIn:
https://www.linkedin.com/in/jasoncalacanis
*
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
Curotec. Are you one of those companies that knows you need to be using AI, but you're not even sure where to start? Well then you need Curotec. They are AI experts, and they're offering TWiST listeners an AI Strategy Roadmap tailored to your business for $5000. That's 50% off the normal cost just for telling them we sent you. Check out curotec.com/twist and get $5000 off!
Miro. Working remotely doesn’t mean you need to feel disconnected from your team. Miro is an online whiteboard that brings teams together - anytime, anywhere. Go to https://miro.com/startups to sign up for a FREE account with unlimited team members.
Ketone-IQ is a clean energy boost without sugar or caffeine. Get 30% off your first subscription order of Ketone-IQ at http://hvmn.com/TWIST
*
Today’s show:
Flexport's Ryan Petersen joins Jason to discuss the economics of "pick and pack" (5:42), factory-to-consumer effects (16:00), the impact of the Red Sea crisis (24:14), Flexport's leadership changes (35:11), and much more!
*
Timestamps:
(0:00) Flexport’s Ryan Petersen joins Jason
(1:19) Ryan explains Flexport and the companies focus
(5:42) The Economics of Pick and Pack - Shipping Directly from China to Customer
(11:15) Miro - Sign up for a free account at https://miro.com/startups
(12:31) The Origin of Pick and Pack in Global Logistics
(16:00) Factory-to-Consumer Effects on Fulfillment Centers and Product Quality
(22:50) Curotec - Check out http://curotec.com/twist and get $5000 off
(24:14) Analyzing the Impact of the Red Sea Crisis on Shipping
(29:35) The Trend of Companies Sourcing from Factories Outside China
(33:58) Ketone-IQ - Get 30% off your first subscription order of Ketone-IQ at http://hvmn.com/TWIST
(35:11) Inside the Flexport CEO Drama and Leadership Challenges
(42:28) How the Market Collapse Influenced Flexport's CEO Transition
(47:51) Deciding When a Company Should Go Public
(52:07) The State of the Global Workforce and Remote Work in Today's World
*
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
*
LINKS:
https://www.freightwaves.com/news/flexport-acquires-shopifys-fulfillment-business
https://www.oberlo.com/blog/what-is-epacket-delivery
https://www.youtube.com/watch?v=BubAF7KSs64
*
Thanks to our partners:
(11:15) Miro - Sign up for a free account at https://miro.com/startups
(22:50) Curotec - Check out http://curotec.com/twist and get $5000 off
(33:58) Ketone-IQ - Get 30% off your first subscription order of Ketone-IQ at http://hvmn.com/TWIST
*
Follow at:
X:
*
LinkedIn:
https://www.linkedin.com/in/jasoncalacanis
*
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
Vanta. Compliance and security shouldn't be a deal-breaker for startups to win new business. Vanta makes it easy for companies to get a SOC 2 report fast. TWiST listeners can get $1,000 off for a limited time at https://www.vanta.com/twist
MEV. Tired of the dev shop rollercoaster? Mev is your reliable technical partner, offering a well-established software development process designed to consistently deliver unparalleled value to their clients. Get $30,000 off your first three months at http://www.mev.com/twist
Imagine AI LIVE is an AI conference where you'll learn how to apply AI in YOUR business directly from the people who build and use these tools. It's taking place March 27th and 28th in Las Vegas, and TWiST listeners can get 20% off tickets at http://www.imagineai.live/twist
*
Today’s show:
Sunny Madra joins Jason to explore CES 2024 highlights including the buzzworthy new device Rabbit R1 (3:57), Elli Q, a new AI companion for the elderly (23:44), the launch of the GPT store (49:22), and more!
*
Timestamps:
(0:00) Sunny Madra joins Jason
(2:11) Review of CES, highlighting AI's omnipresence.
(3:57) The new device 'Rabbit' at CES, generating significant buzz!
(10:26) Vanta - Get $1000 off your SOC 2 at https://www.vanta.com/twist
(11:34) Evaluating the Rabbit R1 and purpose-built devices.
(19:42) MEV - Get $30,000 off your first three months at http://www.mev.com/twist
(21:04) The role of AI in integrating services via Large Language Models (LLMs).
(23:44) Sunny demos Elli Q, a new AI companion for the elderly.
(32:03) Imagine AI LIVE - Get 20% off tickets at http://www.imagineai.live/twist
(33:37) Sunny showcases a new smartphone designed for kids.
(49:22) The launch of the GPT store
(43:23) Sunny checks out a GPT called “The Associate” and pitches a fun startup idea.
(45:57) Exploring the brave new world and disruptive ability of the GPT store using All Trails as a case study.
*
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
*
Check out Definiteive Intelligernce: https://www.definitive.io/about
*
LINKS:
Verge Article on CES and AI: https://www.theverge.com/2024/1/13/24035152/ces-generative-ai-hype-robots
Bill Gates / Sam Altman Interview: https://www.youtube.com/watch?v=PkXELH6Y2lM
Rabbit AI**:** https://www.rabbit.tech/
Elli-Q: https://elliq.com
MMGuardian article: https://venturebeat.com/games/mmguardian-debuts-ai-smartphones-for-kids/
*
Thanks to our partners:
(10:26) Vanta - Get $1000 off your SOC 2 at https://www.vanta.com/twist
(19:42) MEV - Get $30,000 off your first three months at http://www.mev.com/twist
(32:03) Imagine AI LIVE - Get 20% off tickets at http://www.imagineai.live/twist
*
Follow at:
X:
LinkedIn:
https://www.linkedin.com/in/jasoncalacanis
*
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
Northwest Registered Agent. When starting your business, it's important to use a service that will actually help you. Northwest Registered Agent is that service. They'll form your company fast, give you the documents you need to open a business bank account, and even provide you with mail scanning and a business address to keep your personal privacy intact. Visit http://www.northwestregisteredagent.com/twist to get a 60% discount on your next LLC.
DevSquad. Most dev agencies only offer developers. Why? Because product management is hard. Get an entire product team for the cost of one US developer plus 10% off at http://www.devsquad.com/twist
OpenPhone. Create business phone numbers for you and your team that work through an app on your smartphone or desktop. TWiST listeners can get an extra 20% off any plan for your first 6 months at http://www.openphone.com/twist
*
Today’s show:
Michael Kim joins David Weisburd and Jason Calacanis to discuss LP doubts around GPs marking startups (2:43), LP portfolio construction (13:44), secondary strategies (19:57), Keith Rabois returning to Khosla Ventures (35:15), and more!
*
Timestamps:
(0:00) David Weisburd hosts Michael Kim and Jason Calacanis to dive into the world of VCs, LPs and GPs
(2:43) Exploring the doubts LPs may have about how VCs are marking startups
(7:51) Jason's strategy as an LP in funds and the search for a universal gold standard in LP benchmarks
(10:14) Why LPs might be incentivized to allow markups from GPs
(12:49) Northwest Registered Agent - Get a 60% discount on your next LLC at http://www.northwestregisteredagent.com/twist
(13:44) LP portfolio management best practices
(19:57) Evaluating different GP strategies for secondary deals
(24:37) DevSquad - Get an entire product team for the cost of one US developer plus 10% off at http://www.devsquad.com/twist
(25:44 ) Comparing "idealistic" and "pragmatic" fund manager archetypes. what the right number is for a founder to sell in secondary
(33:39) OpenPhone - Get 20% off your first six months at http://www.openphone.com/twist
(35:15) Breaking down Keith Rabois leaving Founders Fund to return to Khosla Ventures
(44:52) Addressing the challenges and responsibilities of starting a new firm
(48:08) Bill Ackman’s crusades, how LPs look at backing outspoken GPs
*
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
*
Check out:
Cendana Capital: https://www.cendanacapital.com/
10X Capital: https://www.10xcapital.com/
*
Thanks to our partners:
(12:49) Northwest Registered Agent - Get a 60% discount on your next LLC at http://www.northwestregisteredagent.com/twist
(24:37) DevSquad - Get an entire product team for the cost of one US developer plus 10% off at http://www.devsquad.com/twist
(33:39) OpenPhone - Get 20% off your first six months at http://www.openphone.com/twist
*
X:
LinkedIn:
https://www.linkedin.com/in/jasoncalacanis
*
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
Gusto is easy online payroll, benefits, and HR built for modern small businesses. Get three months free when you run your first payroll at http://www.Gusto.com/twist
The Paintbrush Loan is the earliest startup financing on the internet. No pitch deck, no business plan, no minimum time in business, and no warm intros. Plus, you get to keep your equity. Visit http://www.getpaintbrush.com to see if you qualify for a $50K startup loan in less than 2 minutes.
Squarespace. Turn your idea into a new website! Go to https://www.Squarespace.com/twist for a free trial. When you’re ready to launch, use offer code TWIST to save 10% off your first purchase of a website or domain.
*
Today’s show:
Dara Khosrowshahi joins Bill Gurley, Brad Gerstner, and Jason Calacanis to discuss his initial reservations about joining Uber and how he overcame them (14:57), the early magic of Uber that captivated investors (22:36), a deep dive into Uber's future plans (45:50), and much more!
*
Timestamps:
(0:00) Dara Khosrowshahi joins Bill Gurley, Brad Gerstner, & Jason Calacanis to discuss all things Uber
(2:41) Setting the stage for Uber entering 2024
(4:52) Untold parts of Uber's story
(09:38) Gusto - Get three months free when you run your first payroll at http://www.Gusto.com/twist
(11:38) Bill Gurley discusses Dara's selection as CEO
(14:57) Dara's initial reservations about joining Uber and how he overcame them
(20:57) Dara’s discomfort in the free-money environment of ZIRP
(21:43) Paintbrush - Visit http://www.getpaintbrush.com to see if you qualify for a $50K startup loan in less than 2 minutes
(22:36) Exploring the early magic of Uber that captivated investors
(26:27) How valuations impact founder mindset
(30:49) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/twist
(32:17) Discussing the relevance of secondaries in the near future
(35:02) Breaking down some Uber myths and Dara’s focus on drivers
(45:50) A deep dive into Uber's future plans
(51:31) Uber’s strategy with upselling as AI enters the conversation
(58:04) Bill Gurley on joining Zillow’s board and how innovation is needed in the real estate industry
(1:05:27) Brad Gerstner on markets
*
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
*
Check out Uber: https://www.uber.com
*
LINKS:
Silicon Valley clip referenced:
https://twitter.com/StephNass/status/1745132141652877788
*
Thanks to our partners:
(09:38) Gusto - Get three months free when you run your first payroll at http://www.Gusto.com/twist
(21:43) Paintbrush - Visit http://www.getpaintbrush.com to see if you qualify for a $50K startup loan in less than 2 minutes
(30:49) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/twist
*
X:
LinkedIn:
https://www.linkedin.com/in/jasoncalacanis
*
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
Scalable Path. Want to speed up your product development without breaking the bank? Since 2010, Scalable Path has helped over 300 companies hire deeply vetted engineers in their time zone. Visit http://www.scalablepath.com/twist to get 20% off your first month.
Northwest Registered Agent. When starting your business, it's important to use a service that will actually help you. Northwest Registered Agent is that service. They'll form your company fast, give you the documents you need to open a business bank account, and even provide you with mail scanning and a business address to keep your personal privacy intact. Visit http://www.northwestregisteredagent.com/twist to get a 60% discount on your next LLC.
Vanta. Compliance and security shouldn't be a deal-breaker for startups to win new business. Vanta makes it easy for companies to get a SOC 2 report fast. TWiST listeners can get $1,000 off for a limited time at http://www.vanta.com/twist
*
Today’s show:
Jon Miller, CEO and Founder of halcyon joins Jason to discuss how ransomware attackers get away with it and stay anonymous (6:12), hacker markets, bounties, tools, and AI's role (16:20), proactive measures for startups to safeguard themselves (34:42), and more!
*
Timestamps:
(0:00) Jon from Halcyon joins host Jason.
(2:52) Delving into the renaissance of ransomware.
(6:12) How ransomware attackers get away with it and stay anonymous.
(8:27) Strategies for counteraction and policy implications.
(10:10) Scalable Path - Get 20% off your first month at http://www.scalablepath.com/twist
(11:31) 2023 ransomware attacks on MGM and Caesar's in Las Vegas.
(13:52) Halcyon's endpoint agent: a solution to thwart threats.
(16:20) Exploring hacker markets, bounties, tools, and AI's role.
(19:57) Northwest Registered Agent - Get a 60% discount on your next LLC at http://www.northwestregisteredagent.com/twist
(21:55) The effectiveness of multi-factor authentication and strong passwords.
(22:49) Comparing financial vs. espionage attacks and the Colonial Pipeline event.
(29:26) The escalating danger for companies and the Uber cyber attack.
(31:27) Vanta - Get $1000 off your SOC 2 at http://www.vanta.com/twist
(32:35) AI and quantum computing: new frontiers for hackers.
(34:42) Proactive measures for startups to safeguard themselves.
(37:08) Growing hacker sophistication in places like China, North Korea and Iran.
(41:00) How the USA ranks in the world with cybersecurity and computer hacking.
(43:41) Your privacy is an illusion and a look at the information available on TikTok.
(48:01) The biggest threat that keeps Jon up at night.
(50:36) American Power Grid Vulnerabilities and ways to be prepared.
*
Check out halcyon: https://www.halcyon.ai
*
Thanks to our partners:
(10:10) Scalable Path - Get 20% off your first month at http://www.scalablepath.com/twist
(19:57) Northwest Registered Agent - Get a 60% discount on your next LLC at http://www.northwestregisteredagent.com/twist
(31:27) Vanta - Get $1000 off your SOC 2 at http://www.vanta.com/twist
*
Follow Jon:
X: https://twitter.com/HalcyonAi
LinkedIn: https://www.linkedin.com/in/jonmillerhalcyon
*
Follow Jason:
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
Nuts.com is offering new customers a free gift with purchase and free shipping on orders of $29 or more at http://www.Nuts.com/twist
Ketone-IQ is a clean energy boost without sugar or caffeine. Get 30% off your first subscription order of Ketone-IQ at http://hvmn.com/TWIST
Coda is the all-in-one doc for teams. And they introduced an AI-powered assistant to take the BUSY out of the WORK! Get started for free at coda.io/twist!
*
Today’s show:
Sunny Madra joins Jason to demo an AI-driven room decorator (9:24), a website that uses AI to design and deliver clothing from concept to completion (26:57), and more!
*
Timestamps:
(0:00) Sunny Madra joins Jason
(1:37) Jason and Sunny discuss http://podcastai.com
(7:54) Nuts.com - Get a free gift with purchase and free shipping on orders of $29 or more at http://www.Nuts.com/twist
(9:24) Demo 1: Roomreinvented - Submit a photo of your room and specify your desired decor or choose from presets
(19:41) Ketone-IQ - Get 30% off your first subscription order of Ketone-IQ at http://hvmn.com/TWIST
(20:54) Demo 2: FaceID Plus - Upgrade stock photos with enhanced features
(26:57) Demo 3: Pixite - Create clothing designs using generative AI, then purchase them
(31:38) Coda - Get started for free at https://coda.io/twist
(33:04) Demo 4: SDXL Turbo (Stable Diffusion Clipdrop) - Realtime image generation
(40:14) Demo 5: Storia Lab - AI-assisted image editing
(46:10) Final Demos: Open Motion Lab and DreaMoving
*
LINKS:
https://www.semrush.com/website/youtube.com/overview/
https://www.roomreinvented.com/
https://huggingface.co/spaces/multimodalart/Ip-Adapter-FaceID
https://clipdrop.co/stable-diffusion-turbo
https://huggingface.co/spaces/OpenMotionLab/MotionGPT
https://huggingface.co/spaces/jiayong/Dreamoving
*
Follow Sunny
X: https://twitter.com/sundeep
Check out: https://www.definitive.io/
*
Follow Jason:
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
OpenPhone. Create business phone numbers for you and your team that work through an app on your smartphone or desktop. TWiST listeners can get an extra 20% off any plan for your first 6 months at openphone.com/twist
DevSquad. Most dev agencies only offer developers. Why? Because product management is hard. Get an entire product team for the cost of one US developer plus 10% off at http://devsquad.com/twist.
Squarespace. Turn your idea into a new website! Go to Squarespace.com/TWIST for a free trial. When you’re ready to launch, use offer code TWIST to save 10% off your first purchase of a website or domain.
*
Today’s show:
Bill Gurley, Brad Gerstner, and Jason Calacanis join David Weisburd to discuss the market downturn's impact on startups, including shutdowns and shifting investment strategies (1:29). They also debate the AI boom (54:50), chatbots' future potential and hype (1:01:11), and which tech giants may perform best or worst in 2024 (1:20:32).
*
Timestamps:
(0:00) David Weisburd hosts Bill Gurley, Brad Gerstner, & Jason Calacanis to discuss the state of tech markets
(1:29) Startup shutdowns in 2023 vs dotcom crash
(3:52) Perspective on current market from Bill Gurley
(7:52) Brad's outlook on startup shutdowns continuing in 2024
(11:48) OpenPhone - Get 20% off your first six months at https://openphone.com/twist
(13:16) Different investor perspectives based on investment stage
(16:47) Altimeter's recent investing activity
(25:32) DevSquad - Get an entire product team for the cost of one US developer plus 10% off at http://devsquad.com/twist
(26:30) Reflecting on past IPOs and paths to building businesses for growth
(36:40) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/twist
(38:07) State of Series B/C deals in 2023 vs 2021 peak
(42:42) Why now is a great time to start a company
(47:17) Jason's theories for success in venture
(49:42) Abundance of technical talent in Silicon Valley and impact of AI on company size and competition
(54:50) AI investments in 2024
(1:01:11) Launguage models raising large rounds quickly and the potential for LLMs to hit a ceiling soon
(1:05:18) The best case for Meta being a leader in AI and Apple's position
(1:08:55) Importance of voice recognition for AI interfaces, challenges of enabling transactions via AI, and consumers choosing services via AI
(1:20:32) Picks for best and worst performing tech giants in 2024
*
LINKS:
Unicorn Investors article: https://news.crunchbase.com/venture/top-unicorn-investors-eoy-2023/
Bill Gurley's Above the Crowd article: https://abovethecrowd.com/2011/05/24/all-revenue-is-not-created-equal-the-keys-to-the-10x-revenue-club/
*
Follow David
X: https://twitter.com/DWeisburd
David's Podcast: https://limitedpartnerpodcast.com/
*
Follow Brad
*
Follow Bill
X: https://twitter.com/bgurley
*
Follow Jason:
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
MEV. Tired of the dev shop rollercoaster? Mev is your reliable technical partner, offering a well-established software development process designed to consistently deliver unparalleled value to their clients. Get $30,000 off your first three months at http://www.mev.com/twist
Northwest Registered Agent. When starting your business, it's important to use a service that will actually help you. Northwest Registered Agent is that service. They'll form your company fast, give you the documents you need to open a business bank account, and even provide you with mail scanning and a business address to keep your personal privacy intact. Visit http://www.northwestregisteredagent.com/twist to get a 60% discount on your next LLC.
The Paintbrush Loan is the earliest startup financing on the internet. No pitch deck, no business plan, no minimum time in business, and no warm intros. Plus, you get to keep your equity. Visit http://www.getpaintbrush.com to see if you qualify for a $50K startup loan in less than 2 minutes.
*
Today’s show:
Cecilia joins Jason for an in-depth discussion about the New York Times versus OpenAI case, delving into the intricacies of fair use and analyzing the Fair Use Test (6:07), examining the legal complexities surrounding data scraping for Large Language Models (28:21), exploring possible ramifications of this legal confrontation between these titans (40:06), and more!
*
Timestamps:
(0:00) Cecilia Joins Jason
(2:44) Cecilia’s Background in Law
(3:44) Jumping into the case of NY Times vs OpenAI.
(6:07) Exploring Fair Use legal tests
(11:57) MEV - Get $30,000 off your first three months at http://www.mev.com/twist
(13:50) The case of Roy Orbison vs Two Live Crew and the music industry’s rules on fair use.
(19:04) Picking apart the defense of attribution.
(22:22) Northwest Registered Agent - Get a 60% discount on your next LLC at http://www.northwestregisteredagent.com/twist
(24:43) Fair Use Test: Factors two and three
(28:21) Legal challenges in data scraping for LLMs
(32:40) Paintbrush - Visit http://www.getpaintbrush.com to see if you qualify for a $50K startup loan in less than 2 minutes
(34:19) The fourth and final factor in the Fair Use Test.
(40:06) Potential outcomes of NY Times vs OpenAI case
(47:04) Google vs Java and legal discussions on digital platforms
(51:49) Jason shares a possible solution to this case and how the subscription wall could change things.
(57:54) Cecilia’s Grinch images on X
(1:02:22) Legal viewpoint regarding commercial vs non-commercial use.
(1:04:14) Summarizing where all this is going with the NY Times and OpenAI trial.
(1:12:18) Reviewing the market-based solution to this case.
* Check out GC AI: https://getgc.ai
Website: ceciliaziniti.com
Check out Ziniti Law: https://www.zinitilaw.com/
Check out Cecilia’s Maven Course here: https://maven.com/ceciliaz
*
Thanks to our partners:
(11:57) MEV - Get $30,000 off your first three months at http://www.mev.com/twist
(22:22) Northwest Registered Agent - Get a 60% discount on your next LLC athttp://www.northwestregisteredagent.com/twist
(32:40) Paintbrush - Visit http://www.getpaintbrush.com to see if you qualify for a $50K startup loan in less than 2 minutes
*
Follow Cecilia
X: https://twitter.com/CeciliaZin
LinkedIn: https://www.linkedin.com/in/ceciliaziniti/ *
Follow Jason:
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
Miro. Working remotely doesn’t mean you need to feel disconnected from your team. Miro is an online whiteboard that brings teams together - anytime, anywhere. Go to https://miro.com/startups to sign up for a FREE account with unlimited team members.
NetSuite. Once your business gets to a certain size the cracks start to emerge. Things you used to do in a day take a week. You deserve a customized solution - and that's NetSuite. Learn more when you download NetSuite’s popular KPI Checklist - absolutely free, at NetSuite.com/twist
Vanta. Compliance and security shouldn't be a deal-breaker for startups to win new business. Vanta makes it easy for companies to get a SOC 2 report fast. TWiST listeners can get $1,000 off for a limited time at vanta.com/twist
*
Today’s show:
Jason and Sunny make a bunch of predictions and bet $1000 on each for the upcoming year in AI.
*
Timestamps:
(0:00) Sunny Madra joins Jason to make some 2024 AI bets
(4:46) Bet 1: There will be a top 100 song created by AI
(10:22) Power dynamics in the music industry and its intersection with AI
(13:01) Miro - Sign up for a free account at https://miro.com/startups
(14:34) Bet 2: AI will be capable of replicating Jason doing a TWiST Segment without listeners noticing
(18:51) Bet 3: There will be an AI-generated Pixar short that has made it into mainstream
(27:46) NetSuite - Download your free KPI Checklist at http://netsuite.com/twist
(29:06) Bets 4 and 5: We see a small model deployed locally on an iPhone/Android
(39:31) Vanta - Get $1000 off your SOC 2 at https://vanta.com/twist
(49:34) Bet 6: A multimodal model will be #1 by usage, AND open-source multimodal will beat out closed models
(52:00) LLaVA: Large Language and Vision Assistant
(58:04) The potential implications of the New York Times lawsuit
(1:10:01) OpenAI's financial success, copyright lawsuits, and the potential of Disney and the New York Times in AI
*
LINKS:
Midjourney: https://www.tiktok.com/@controllaxyz/video/7319184981987839263?_r=1&_t=8igobwQ1dzq
AI Drake: https://www.youtube.com/watch?v=NhVuQ06tO3M
AI Spongebob: https://twitter.com/Teridax/status/1741205766046888149
AI Pixar: https://twitter.com/eyishazyer/status/1741418522448986492
TinyLlama: https://huggingface.co/TinyLlama/TinyLlama-1.1B-Chat-v1.0
Llava: https://llava-vl.github.io/
Suno AI: https://www.suno.ai/
*
Follow Sunny
X: https://twitter.com/sundeep Check out Definitive Intelligence: https://www.definitive.io/
*
Follow Jason:
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by… Curotec. Are you one of those companies that knows you need to be using AI, but you're not even sure where to start? Well then you need Curotec. They are AI experts, and they're offering TWiST listeners an AI Strategy Roadmap tailored to your business for $5000. That's 50% off the normal cost just for telling them we sent you. Check out http://www.curotec.com/twist and get $5000 off!
Northwest Registered Agent. When starting your business, it's important to use a service that will actually help you. Northwest Registered Agent is that service. They'll form your company fast, give you the documents you need to open a business bank account, and even provide you with mail scanning and a business address to keep your personal privacy intact. Visit http://www.northwestregisteredagent.com/twist to get a 60% discount on your next LLC.
Masterworks. The first company allowing investors exposure into the blue-chip artwork asset class. TWIST listeners can skip the waitlist by going to https://www.masterworks.com/twist and using promo code TWIST.
*
Today’s show:
Lon Harris sits down with Jason to examine product-market fit and market-pull and their role in McDonalds' success (21:11), the importance of complementary skill sets between founders within any startup.(32:41), the path of doubt, fear and uncertainty that founders experience (45:29), and more!
*
Timestamps:
(0:00) Lon Harris joins Jason
(3:35) Lon brings us quick hits on the film The Founder.
(9:30) Lon shares his admiration for the film
(10:16) Jason discovered the film through a curious link with Mark Knopfler.
(12:02) Curotec - Check out http://www.curotec.com/twist and get $5000 off
(16:00) Delving into the McDonalds' story
(17:47) Discussion on a common entrepreneurial revelation: efficiency and customer focus
(21:11) Examining product-market fit and market-pull in "The Founder" and its role in McDonalds' success.
(24:09) Northwest Registered Agent - Get a 60% discount on your next LLC at http://www.northwestregisteredagent.com/twist
(25:36) Building a series of innovations will create enormous value.
(27:35) Ray Kroc takeaway: the pursuit of relentless self-improvement on the way to his one big win.
(32:41) The importance of complimentary skill sets between founders within any startup.
(34:25) Masterworks - Skip the waitlist to invest in fine art at https://www.masterworks.com/twist
(35:43) Exploring strengths and criticisms of the franchise model.
(41:36) The role of spouses in startup formation
(45:29) The path of doubt, fear and uncertainty that founders experience before any winning.
(49:54) Lessons around deal-making and negotiation.
(1:00:07) The power struggle between the McDonald brothers and Ray Kroc
(1:02:43) Discussing the significance of equity and stock ownership in business
(1:08:26) Ray Kroc’s brilliance came from his power to observe value and opportunity.
(1:16:51) Business Breakdown Awards for “The Founder”
*
Thanks to our partners:
(12:02) Curotec - Check out http://www.curotec.com/twist and get $5000 off
(24:09) Northwest Registered Agent - Get a 60% discount on your next LLC at http://www.northwestregisteredagent.com/twist
(34:25) Masterworks - Skip the waitlist to invest in fine art at https://www.masterworks.com/twist
*
Follow Lon:
*
Follow Jason:
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by… Lemon.io - Hire pre-vetted remote developers, get 15% off your first 4 weeks of developer time at https://www.Lemon.io/twist
Squarespace. Turn your idea into a new website! Go to https://www.Squarespace.com/TWIST for a free trial. When you’re ready to launch, use offer code TWIST to save 10% off your first purchase of a website or domain.
OpenPhone. Create business phone numbers for you and your team that work through an app on your smartphone or desktop. TWiST listeners can get an extra 20% off any plan for your first 6 months at https://www.openphone.com/twist
*
Today’s show:
Redfin’s CEO Glenn Kelman joins Jason to discuss essential tips for entering the market (4:55), hacking the system with concepts like “developer homes” and “accessory dwelling units” (22:55), finding happiness and success within simpler goals (28:40), and more!
*
Timestamps:
(0:00) Glenn Kelman, CEO of Redfin, joins host Jason.
(2:13) Residential Real Estate Market: Current Trends and Analysis.
(4:55) First-Time Home Buyers: Essential Tips for Entering the Market.
(8:28) The dire need for building homes and other creative solutions to the housing crisis.
(10:21) Lemon.io - Get 15% off your first 4 weeks of developer time at https://www.Lemon.io/twist
(11:46) Looking at solutions for loans for builders and embracing the novel idea of taxing unused land.
(17:06) The second home phenomenon and it’s impact on the overall market.
(21:24 ) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST
(22:55) Hacking the system with concepts like “developer homes” and “accessory dwelling units”
(25:31) Redfin’s success and Glenn learning about what really matters to their customers.
(28:40) Simplifying your business and getting rid of side quests.
(32:27) OpenPhone - Get 20% off your first six months at https://www.openphone.com/twist
(33:55) Remote Work Dynamics: Measuring Productivity and Sustaining Company Culture.
*
Check out Redfin: https://www.redfin.com/
*
Thanks to our partners:
Lemon.io - Get 15% off your first 4 weeks of developer time at https://www.Lemon.io/twist
Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST
OpenPhone - Get 20% off your first six months at https://www.openphone.com/twist
*
Articles and Links from this episode:
*
Glenn’s Past Episodes on TWiST:
*
Follow Glenn:
X: https://twitter.com/glennkelman
LinkedIn: https://www.linkedin.com/in/glennkelman
•
Follow Jason:
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
Vanta. Compliance and security shouldn't be a deal-breaker for startups to win new business. Vanta makes it easy for companies to get a SOC 2 report fast. TWiST listeners can get $1,000 off for a limited time at vanta.com/twist
Gusto is easy online payroll, benefits, and HR built for modern small businesses. Get three months free when you run your first payroll at Gusto.com/twist.
Northwest Registered Agent. When starting your business, it's important to use a service that will actually help you. Northwest Registered Agent is that service. They'll form your company fast, give you the documents you need to open a business bank account, and even provide you with mail scanning and a business address to keep your personal privacy intact. Visit http://northwestregisteredagent.com/twist to get a 60% discount on your next LLC.
*
Today’s show:
FCC commissioner Brendan Carr joins Jason to discuss the revocation of Starlink's $900 million FCC subsidy (2:41), the satellite internet race (15:00), concern over TikTok's connections to the CCP (29:00), and more!
*
Timestamps:
(0:00) FCC Commissioner Brendan Carr joins Jason
(2:41) The FCC's decision to revoke Starlink's subsidy and its implications
(6:00) Consumer experience and reliability of Starlink's service
(9:50) Vanta - Get $1000 off your SOC 2 at https://vanta.com/twist
(8:01) The digital divide, subsidies for rural areas, and the transition from implicit to explicit subsidies
(10:55) Analysis of consumer behavior and potential consequences of the FCC's decision
(15:00) The government's broadband initiative, Amazon's position in the satellite internet race, and the Biden administration's relationship with Elon Musk
(21:33) Gusto - Get three months free when you run your first payroll at http://gusto.com/twist
(23:03) The emergence of 5G, the potential impact of more satellite internet providers, and China's global internet provider ambitions
(29:00) TikTok's influence, possible manipulation, and the federal government's handling of it (34:33) Northwest Registered Agent - Get a 60% discount on your next LLC at http://northwestregisteredagent.com/twist (35:32) 2023 is the prime time to start a company - don't let your million-dollar idea collect dust! Go to https://www.founder.university/ to apply today!
*
Check out E1509: https://www.youtube.com/watch?v=EFDN3vUB9kU
*
Links:
https://en.wikipedia.org/wiki/Belt_and_Road_Initiative
https://www.cfr.org/backgrounder/chinas-massive-belt-and-road-initiative
https://www.internetforall.gov/programs
https://www.businessinsider.com/spacex-rocket-blast-craters-started-fire-incinerated-land-crabs-report-2023-8#:~:text=SpaceX rocket explosion left craters,blue land crabs%2C" report says&text=The environmental damage caused by,explosion in April shocked officials
https://www.theverge.com/2022/8/29/23327765/tesla-nlrb-ruling-union-busting-black-shirt-policy
*
Follow Brendan: https://twitter.com/BrendanCarrFC
*
Follow Jason:
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
DevSquad. Most dev agencies only offer developers. Why? Because product management is hard. Get an entire product team for the cost of one US developer plus 10% off at http://devsquad.com/twist
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Fitbod. Tired of doing the same workouts at the gym? Fitbod will build you personalized workouts that help you progress with every set. Get 25% off your subscription or try out the app for FREE when you sign up now at fitbod.me/TWIST
*
Today’s show:
Steven Berlin Johnson joins Jason to demo Google’s NotebookLM, a new AI-powered research assistant he helped create at Google Labs. They dive into Steven’s journey to Google Labs (1:28), NotebookLM's unique features (14:09), the rights of authors in the digital age (40:22), and more!
*
Timestamps:
(0:00) Author Steven Berlin Johnson joins Jason
(1:28) Early experiences with the internet and Google’s Project Starline
(8:01) DevSquad - Get an entire product team for the cost of one US developer plus 10% off at http://devsquad.com/twist
(9:00) The significance of document organization, the concept and features of "sources" in NotebookLM, and the impact on writing (14:09) Steven demos Google NotebookLM
(28:06) LinkedIn Marketing - Get a $100 LinkedIn ad credit at https://linkedin.com/thisweekinstartups
(29:36) Steven’s NotebookLM demo continued
(33:47) Jason showcases how he utilizes NotebookLM for TWiST's Business Breakdowns segment
(38:56) Fitbod - Get 25% off at https://fitbod.me/twist
(40:22) The rights of authors in the digital age
(52:01) Superintelligence and the trajectory of language models
*
Links: https://stevenberlinjohnson.com/writing-at-the-speed-of-thought-21dfb7f689e4https://stevenberlinjohnson.com/good-ideas-the-four-minute-version-7e7856e69621https://www.wired.com/story/googles-notebooklm-ai-ultimate-writing-assistant/
*
Follow Steven: https://twitter.com/stevenbjohnson Check out Steven’s website: https://stevenberlinjohnson.com/ Check out Steven’s podcast: https://podcasts.apple.com/us/podcast/american-innovations/id1370092284
•
Follow Jason:
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
Nuts.com is offering new customers a free gift with purchase and free shipping on orders of $29 or more at http://www.Nuts.com/twist
Northwest Registered Agent. When starting your business, it's important to use a service that will actually help you. Northwest Registered Agent is that service. They'll form your company fast, give you the documents you need to open a business bank account, and even provide you with mail scanning and a business address to keep your personal privacy intact. Visit http://northwestregisteredagent.com/twist to get a 60% discount on your next LLC.
Curotec. Are you one of those companies that knows you need to be using AI, but you're not even sure where to start? Well then you need Curotec. They are AI experts, and they're offering TWiST listeners an AI Strategy Roadmap tailored to your business for $5000. That's 50% off the normal cost just for telling them we sent you. Check out http://www.curotec.com/twist and get $5000 off!
*
Today’s show:
Avi Schiffman joins Jason to explore the origin story of Tab (3:05), concerns regarding wearables safety and security (13:00), Tab’s prototype and design choices (25:00), and much more!
*
Timestamps:
(0:00) Avi Schiffmann of Tab AI joins Jason
(3:05) The origin story of Tab: building a mental model of who you are.
(6:01) Exploring what Tab can do and its hardware profile
(9:01) Avi Schiffmann's take on Apple's new wearable, Humane
(11:30) Nuts.com - Get a free gift with purchase and free shipping on orders of $29 or more at http://www.Nuts.com/twist
(13:00) In-depth discussion on wearables: safety, security, and continuous audio recording concerns.
(18:57) A showcase of Tab's supportive role featuring AI-driven insights and affirmations
(20:02) Avi Schiffmann's insights on achieving positive change through TAB's guidance
(20:54) Northwest Registered Agent - Get a 60% discount on your next LLC at http://northwestregisteredagent.com/twist
(21:54) Comparing Avi's Tab with Rewind AI.
(25:00) Examining the Tab prototype and discussing the pendant design choice
(33:04) ****Curotec - Check out http://curotec.com/twist and get $5000 off
(34:29) Addressing the limitations of coaches, therapists, and the chatbot Pi, and how Tab sets itself apart
*
Thanks to our partners:
(11:30) Nuts.com - Get a free gift with purchase and free shipping on orders of $29 or more at http://www.Nuts.com/twist
(20:54) Northwest Registered Agent - Get a 60% discount on your next LLC at http://northwestregisteredagent.com/twist
(33:04) ****Curotec - Check out http://curotec.com/twist and get $5000 off
Links to other TWiST episodes on wearables:
Oura CEO Tom Hale | E1812
Whoop CEO Will Ahmed | E1786
Rewind AI’s Dan Siroker | E1828
*
Follow Avi:
X: https://twitter.com/avi_schiffmann
*
Follow Jason:
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
Squarespace. Turn your idea into a new website! Go to http://www.Squarespace.com/TWIST for a free trial. When you’re ready to launch, use offer code TWIST to save 10% off your first purchase of a website or domain.
The Equinix Startup program offers a hybrid infrastructure solution for startups, including up to $100K in credits and personalized consultations and guidance from the Equinix team. Go to https://www.equinixstartups.com to apply today.
Gusto is easy online payroll, benefits, and HR built for modern small businesses. Get three months free when you run your first payroll at http://www.Gusto.com/twist.
*
Today’s show:
Sunny Madra joins Jason to dive into the world of AI-generated characters you can start a relationship with (3:46), take a look at Pika and its stunning AI-animated video clips (35:29), convert Adele’s voice into John Mayer’s (46:26), and much more!
*
Timestamps:
(0:00) Sunny Madra joins Jason
(3:46) Diving into the viral post from Digi.ai that builds animated characters you can start a relationship with
(12:31) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/twist
(14:02) Digging deeper into the concept of an AI companion and societal effects
(22:22) Equinix - Join the Equinix Startup Program for up to $100K in credits and much more at https://deploy.equinix.com/startups
(23:29) How should conversations with AI be monitored, and the hot topic around confidentiality and security.
(25:59) Sunny demos Vercel which generates and shares REACT code snippets.
(33:58) Gusto - Get three months free when you run your first payroll at Gusto.com/twist.
(35:29) A look at Pika where AI generates stunning animated video clips from a simple prompt including a Jedi Bulldog from Sunny.
(46:26) Spaces can convert Adele’s singing into the voice of John Mayer!
(50:27) Let’s hear an AI remix of Earl Ives “A Holly Jolly Christmas” with a sprinkle of Lil’ Jon.
(58:02) Sunny demos Outfit Anyone.
*
Check out Digi.ai: https://play.google.com/store/apps/details?id=com.digiapp.ai
Check out Vercel: https://v0.dev/
Check out Pika: https://pika.art/
Check out Spaces: https://huggingface.co/spaces/amphion/singing_voice_conversion
Check out Outfit Anyone: https://huggingface.co/spaces/HumanAIGC/OutfitAnyone
*
Thanks to our partners:
(12:31) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/twist
(22:22) Equinix - Join the Equinix Startup Program for up to $100K in credits and much more at https://www.deploy.equinix.com/startups
(33:58) Gusto - Get three months free when you run your first payroll at http://www.Gusto.com/twist.
*
Follow Sunny:
X: https://twitter.com/sundeep
LinkedIn: https://www.linkedin.com/in/sundeepm
*
Follow Jason:
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
Vanta. Compliance and security shouldn't be a deal-breaker for startups to win new business. Vanta makes it easy for companies to get a SOC 2 report fast. TWiST listeners can get $1,000 off for a limited time at http://www.vanta.com/twist
.Tech Domains has a new program called startups.tech, where you can get your startup featured on This Week in Startups. Go to http://www.startups.tech/jason to find out how!
OpenPhone. Create business phone numbers for you and your team that work through an app on your smartphone or desktop. TWiST listeners can get an extra 20% off any plan for your first 6 months at https://openphone.com/twist
*
Today’s show:
Jason and Kelly Schricker introduce the Founder University pitch competition (1:11), then we hear from Abe at GolfGolf (7:16), Mircea from Cicada (15:25), Spencer of dotflo (27:16), and Shreyas from Clinic Assist (34:54). Finally, Jason awards a $25K investment (34:54), and much more!
*
Timestamps:
(0:00) Jason kicks off the show
(1:11) Jason and Kelly Schricker introduce the Founder University pitch competition
(7:16) Abe pitches GolfGolf
(13:31) Vanta - Get $1000 off your SOC 2 at http://www.vanta.com/twist
(15:25) Mircea pitches Cicada
(22:14) .Tech Domains - Apply to get your startup featured on This Week in Startups at http://www.startups.tech/jason
(27:16) Spencer pitches dotflo
(32:41) OpenPhone - Get 20% off your first six months at https://openphone.com/twist
(34:54) Shreyas pitches Clinic Assist
(43:52) Jason awards a $25K investment
*
Check out the pitch competitors here:
GolfGolf - golfgolf.tech
Cicada - cicadamusic.net
Dotflo - dotflo.co
Clinic Assist - clinicassist.ai
*
Thanks to our partners:
(13:31) Vanta - Get $1000 off your SOC 2 at http://www.vanta.com/twist
(22:14) .Tech Domains - Apply to get your startup featured on This Week in Startups at http://www.startups.tech/jason
(32:41) OpenPhone - Get 20% off your first six months at https://openphone.com/twist
•
Follow Jason:
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
Today’s show:
Kruze COO, Scott Orn, joins Jason to discuss best practices for early stage startups to prepare for and execute successful board meetings. The two dive into the reasons VCs want governance through board meetings (00:56), what should be in a full board packet (6:51), formal things investors look for (11:10), and much more!
Timestamps:
(0:00) Kruze COO, Scott Orn, joins Jason (00:56) The reasons VCs seek governance in startups and key tips for developing a standardized board presentation (6:51) Building a startup financial package and the importance of presenting a financial flash page at the start of a board meeting. (11:10) Essential factors investors consider during a board meeting (15:08) The most common question regarding in-depth operational metrics (20:51) Examining R&D and engineering support expenses in the calculation of the cost of goods sold * Check out Kruze: https://kruzeconsulting.com * Follow Scott: https://twitter.com/scottorn
*
Follow Jason:
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
Corient. Real wealth requires real solutions. Corient provides wealth management services centered around you. For more information, speak with an advisor today at Corient.com
Lemon.io - Hire pre-vetted remote developers, get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
Coda. A new doc that brings words, tables and teams together. All your valuable data, plans, objectives, and strategies in one place. Go to https://coda.io/twist to get a $1,000 credit!
*
Today’s show:
Jerry Colonna joins Jason in person for a philosophical dialogue about the search for meaning as an entrepreneur, drawing on their multi-decade friendship. They explore Jerry's personal journey from venture capitalist to founder coach (11:08), the challenges leaders face as startups evolve (40:03), how Jerry helps entrepreneurs transition from founder to CEO (28:54), and much more!
Timestamps:
(0:00) Jerry Colonna joins Jason (1:14) Jason's early internet days and first taste of money/power (10:08) Corient - Speak with one of Corient's wealth management advisors today at http://corient.com (11:08) Jerry's journey as a venture capitalist during the peak Dot-com era to founder coach (18:32) What pushed Jerry to his limits, and how did Jerry overcome his depression (23:36) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist (24:56) Jerry's Book "Reboot" and what Jerry sees drives founders (28:54) How to transition from a founder to a CEO (38:31) Coda - Get started for free at https://coda.io/twist (40:03) Finding the right motivation and the steps to being an enlightened leader (57:01) Acute issues that founders contact Jerry about * Check out Reboot: https://www.reboot.io/reboot-leadership-and-the-art-of-growing-up/ Check out reunion: https://www.reboot.io/reunion-leadership-and-the-longing-to-belong/
*
Follow Jerry
X: https://twitter.com/jerrycolonna
LinkedIn: https://www.linkedin.com/in/jerry-colonna-reboot
*
Follow Jason:
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
Miro. Working remotely doesn’t mean you need to feel disconnected from your team. Miro is an online whiteboard that brings teams together - anytime, anywhere. Go to https://www.miro.com/startups to sign up for a FREE account with unlimited team members.
The Equinix Startup program offers a hybrid infrastructure solution for startups, including up to $100K in credits and personalized consultations and guidance from the Equinix team. Go to https://deploy.equinix.com/startups to apply today.
NetSuite. Once your business gets to a certain size the cracks start to emerge. Things you used to do in a day take a week. You deserve a customized solution - and that's NetSuite. Learn more when you download NetSuite’s popular KPI Checklist - absolutely free, at http://www.netsuite.com/twist
*
Today’s show:
Steve Ruiz, Founder of tldraw, joins Jason to discuss how Make Real went viral just one week after a recent funding round (5:35), diving into the debate of creating consciousness with AI (20:41), highlighting tldraw's versatility with multiple demonstrations including creating a stopwatch from simple sketches (24:21), and much more!
*
Timestamps:
(0:00) Steve Ruiz, Founder of tldraw, joins Jason.
(2:26) The story behind tldraw and exploring its origins.
(5:35) Discussing tldraw's business and how Make Real went viral just one week after a recent venture round.
(6:46) Understanding “Open Core”
(7:59) Demos: tldraw and Make Real, including the creation of a color picker.
(12:01) Miro - Sign up for a free account at https://www.miro.com/startups
(14:42) Further exploring tldraw demos using Iterations
(16:18) How multimodal AI responds to different instructions.
(20:41) Are we creating consciousness in AI or merely simulating it?
(21:25) Equinix - Join the Equinix Startup Program for up to $100K in credits and much more at https://www.deploy.equinix.com/startups
(24:21) More demos! Creating a stopwatch application with varied approaches.
(31:21) NetSuite - Download your free KPI Checklist at http://www.netsuite.com/twist
(32:42) The future of tldraw and its potential to integrate across various AI models.
*
Check out tldraw: https://www.tldraw.com
Thank you to our partners:
(12:01) Miro - Sign up for a free account at https://www.miro.com/startups
(21:25) Equinix - Join the Equinix Startup Program for up to $100K in credits and much more at https://www.deploy.equinix.com/startups
(31:21) NetSuite - Download your free KPI Checklist at http://www.netsuite.com/twist
*
Follow Steve
X: https://twitter.com/steveruizok
LinkedIn: https://www.linkedin.com/in/steve-ruiz-61a150239?originalSubdomain=uk
*
Follow Jason:
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
Embroker. The Embroker Startup Insurance Program helps startups secure the most important types of insurance at a lower cost and with less hassle. Save up to 20% off of traditional insurance today at Embroker.com/twist. While you’re there, get an extra 10% off using offer code TWIST. Squarespace. Turn your idea into a new website! Go to Squarespace.com/TWIST for a free trial. When you’re ready to launch, use offer code TWIST to save 10% off your first purchase of a website or domain. Northwest Registered Agent. When starting your business, it's important to use a service that will actually help you. Northwest Registered Agent is that service. They'll form your company fast, give you the documents you need to open a business bank account, and even provide you with mail scanning and a business address to keep your personal privacy intact. Visit http://northwestregisteredagent.com/twist to get a 60% discount on your next LLC.
*
Today’s show:
Sunny Madra joins Jason to demo Google’s NotebookLM (5:00), Bard’s new capabilities after Gemini upgrade (17:13), Mixtral’s 8x7B model (53:59), and much more!
*
TIMESTAMPS
(0:00) Sunny Madra joins Jason (5:00) Sunny demos Google NotebookLM (11:22) Embroker - Use code TWIST to get an extra 10% off insurance at https://Embroker.com/twist (17:13) Bard's Gemini upgrade and Google's branding challenges (24:45) Ars Technica's experimental test bed (28:17) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/twist (29:14) Unpacking Bard's enhanced capabilities (38:44) Northwest Registered Agent - Get a 60% discount on your next LLC at http://northwestregisteredagent.com/twist (39:50) Evaluating Gemini, Its market position, and the GPT Landscape (53:59) Sunny demos Mixtral's 8x7B model (1:07:38) Sunny creates an AI influencer using Juggernaut XL model in Google Colab (1:18:24) Sunny demos Magnific’s powerful image upscaler * LINKS: https://arstechnica.com/ai/2023/12/chatgpt-vs-google-bard-round-2-how-does-the-new-gemini-model-fare/https://twitter.com/sundarpichai/status/1732433036929589301https://www.youtube.com/watch?v=K4pX1VAxaAIhttps://www.youtube.com/watch?v=kna9E_3kFF0&list=PL24nOpPUQlbYd1U349UDH2rrPaWWreM79&index=3https://notebooklm.google.com/?pli=1poe.comhttps://magnific.ai/upgrade/
*
Follow Sunny: https://twitter.com/sundeep
*
Follow Jason:
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
Northwest Registered Agent. When starting your business, it's important to use a service that will actually help you. Northwest Registered Agent is that service. They'll form your company fast, give you the documents you need to open a business bank account, and even provide you with mail scanning and a business address to keep your personal privacy intact. Visit http://www.northwestregisteredagent.com/twist to get a 60% discount on your next LLC.
Vanta. Compliance and security shouldn't be a deal-breaker for startups to win new business. Vanta makes it easy for companies to get a SOC 2 report fast. TWiST listeners can get $1,000 off for a limited time at https://www.vanta.com/twist
DevSquad. Most dev agencies only offer developers. Why? Because product management is hard. Get an entire product team for the cost of one US developer plus 10% off at http://www.devsquad.com/twist
*
Today’s show:
ScOp’s Kevin O’Connor joins Jason (1:39), exploring the early days of the internet, its initial promise, rapid growth, and the recent pivotal changes brought on by AI (1:39). They also discuss tactics for building in a declining market, the emergence of “death-icorns” (19:30), what he looks for in founders (39:18), and much more!
*
Timestamps:
(0:00) Jason welcomes Kevin O’Connor of ScOp Venture Capital.
(1:39) Exploring the early days of the internet, its initial promise, rapid growth, and the recent pivotal changes brought by AI.
(5:55) Discussing the impact and future prospects of AI as we approach 2024.
(8:41) Delving into the potential influence of AI on sectors like Hollywood and the music industry.
(10:03) Northwest Registered Agent - Get a 60% discount on your next LLC at http://www.northwestregisteredagent.com/twist
(11:11) Transitioning from founding companies to establishing a fund and supporting new startups.
(15:25) Examining the evolution of founding a company, market dynamics, and fluctuating trends since the 1990s.
(18:22) Vanta - Get $1000 off your SOC 2 at https://www.vanta.com/twist
(19:30) Tactics for building in a declining market, the emergence of “death-icorns,” and the pitfalls of debt-financed growth in unprofitable businesses.
(27:57) The pendulum swings back after “the great reshuffling of America” and the phenomenon of over-employment.
(29:53) DevSquad - Get an entire product team for the cost of one US developer plus 10% off at http://devsquad.com/twist
(33:13) Identifying unique opportunities in AI investments.
(36:50) Recounting a near acquisition of Kevin’s company Graphiq by Apple for Siri integration.
(39:18) What Kevin currently seeks in entrepreneurs before making an investment.
(47:35) Discussing current valuation trends and the competitive nature of losing deals in venture capital.
*
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*
Check out ScOp Venture Capital: https://www.scopvc.com
*
Follow Kevin:
X: https://twitter.com/kjpoconnor
LinkedIn: https://www.linkedin.com/in/kevinoconnorsb
Follow Jason:
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LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Thanks to our partners:
(10:03) Northwest Registered Agent - Get a 60% discount on your next LLC at http://www.northwestregisteredagent.com/twist
(18:22) Vanta - Get $1000 off your SOC 2 at https://www.vanta.com/twist
(29:53) DevSquad - Get an entire product team for the cost of one US developer plus 10% off at http://www.devsquad.com/twist
*
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
Jason chats with Scott Orn about founder salaries, discussing the trade-offs of starting a company, the importance of board-approved salaries, and equity. They also address gender disparities in founder salaries, managing personal expenses, and investor expectations.
*
(0:00) Scott Orn joins to discuss founder salaries
(2:25) Trade-offs of starting a company and how salaries increase with funding
(4:41) Role of builder founders and dangers of underpaying oneself
(8:05) Transitioning into entrepreneurship and managing side hustles
(10:03) Importance of board-approved founder salaries and discussing equity
(13:05) Gender disparities in founder salaries and efforts to close the gap
(15:52) Managing personal expenses and company accounts
(17:05) Leading by example and salary distribution within a company
(20:26) Investor expectations and high-value employees earning more than founders
* Check out Kruze: https://kruzeconsulting.com
Follow Scott: https://twitter.com/scottorn
*
Follow Jason:
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis *
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
*
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This Week in Startups is brought to you by…
Arising Ventures is a holding company that acquires tech startups facing setbacks. Arising Ventures knows what founders care about because they aren’t bankers, they are tech founders themselves! Go to http://arisingventures.com/TWIST
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LinkedIn Marketing. To redeem a $100 LinkedIn ad credit and launch your first campaign, go to http:/www.linkedin.com/thisweekinstartups
Today’s show:
Blackshark.ai CEO Michael Putz joins Jason to discuss the necessity and vision behind creating a digital twin of our planet (3:22), why In-Q-Tel, the CIA’s venture arm, chose to invest in Blackshark.ai (14:59), the story and inspiration behind the name of Blackshark's new product, Orca Hunter (30:25), and much more!
*
TIMESTAMPS
(0:00) Jason welcomes Michael Putz, CEO of Blackshark.ai.
(2:40) What are the lessons learned in video game creation that inform creating a startup?
(3:22) The necessity and vision behind creating a digital twin of our planet
(8:24) Unraveling Blackshark's programming methods and learning algorithms.
(11:04) Arising Ventures - head to http://www.arisingventures.com/TWIST to learn more and connect with the team
(12:01) The modern approach to data training and insights from developing Microsoft’s Flight Simulator.
(14:59) Discussing why In-Q-Tel, the CIA’s venture arm, chose to invest in Blackshark.ai.
(15:41) A live demonstration of Blackshark's innovative new product, Orca Huntr.
(22:16) Masterworks - Skip the waitlist to invest in fine art at https://www.masterworks.com/twist
(27:16) Planet Labs and the amazing cadence of updated satellite imagery.
(30:25) The story and inspiration behind the name of Blackshark's new product, Orca Hunter.
(31:48) LinkedIn Marketing ****- Get a $100 LinkedIn ad credit at https://www.linkedin.com/thisweekinstartups
(34:37) Delving into the Austrian perspective on the in-office versus remote work debate.
(36:53) Exploring how Blackshark’s team leverages AI for increased efficiency and effectiveness.
*
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp * Check out Blackshark.ai: https://blackshark.ai
*
Follow Michael:
X: https://twitter.com/blacksharkai
LinkedIn: https://at.linkedin.com/in/michaelputz
Follow Jason:
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis *
Thanks to our partners: (11:04) Arising Ventures - head to http://www.arisingventures.com/TWIST to learn more and connect with the team
(22:16) Masterworks - Skip the waitlist to invest in fine art at https://www.masterworks.com/twist
(31:48) LinkedIn Marketing - Get a $100 LinkedIn ad credit at https://www.linkedin.com/thisweekinstartups
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
CLA - Get started with CLA's CPAs, consultants, and wealth advisors now at https://www.claconnect.com/tech
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.Tech Domains - Apply to get your startup featured on This Week in Startups at https://www.startups.tech/jason
Today’s show:
23andMe's Anne Wojcicki joins Jason for a deep dive on genome testing and healthcare. They cover the dramatic reduction in genome sequencing costs from billions to just $99 (3:15), the role of blood testing and sequencing in shaping 23andMe's health approach (27:02), the curious case of the venomous Gila monster (42:09), and much more!
*
Timestamps:
(0:00) Anne Wojcicki of 23andMe joins Jason for an insightful discussion.
(1:28) Exploring the impact of 23andMe and the trend of genome sequencing for proactive health management.
(3:15) Tracing the dramatic reduction in genome sequencing costs from billions to just $99.
(10:58) CLA - Get started with CLA's CPAs, consultants, and wealth advisors now at https://www.claconnect.com/tech
(12:24) Discussing a pivotal moment in advancing our understanding of health and genetics.
(18:41) Strategies for integrating new health initiatives in the U.S. and international healthcare systems.
(22:26) House of Macadamias is the next big health trend! Get a free month's supply of Macadamia Milk with any order at https://www.houseofmacadamias.com/twist by using code TWIST20!
(23:54) Addressing the need for a paradigm shift in healthcare policies and incentive structures.
(27:02) The role of blood testing and exome sequencing in shaping 23andMe's comprehensive health approach.
(30:45) Embracing a holistic perspective in personal health and wellness.
(32:57) .Tech Domains has a new program called startups.tech, where you can get your startup featured on This Week in Startups. Go to http://www.startups.tech/jason to find out how!
(34:02) Emphasizing the significance of regular blood tests for health monitoring.
(41:55) A lesson in healthcare for everyone and the curious case of the venomous Gila monster.
(48:59) Connecting the dots between modern healthcare, science, and technology: A real-life 'choose-your-own-adventure'.
(52:39) Exploring the benefits of Lemonaid Health's acquisition by 23andMe.
(58:32) Anne Wojcicki reflects on her 17-year journey in the field and shares her vision for the future of health and genetics.
*
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
*
Check out 23andMe: https://www.23andme.com
*
Follow Anne:
X: https://twitter.com/annewoj23
LinkedIn: https://www.linkedin.com/in/annewojcicki
Follow Jason:
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Thanks to our partners:
(10:58) CLA - Get started with CLA's CPAs, consultants, and wealth advisors now at https://www.claconnect.com/tech
(22:26) House of Macadamias is the next big health trend! Get a free month's supply of Macadamia Milk with any order at https://www.houseofmacadamias.com/twist by using code TWIST20!
(32:57) .Tech Domains has a new program called startups.tech, where you can get your startup featured on This Week in Startups. Go to http://www.startups.tech/jason to find out how!
*
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
Squarespace. Turn your idea into a new website! Go to Squarespace.com/TWIST for a free trial. When you’re ready to launch, use offer code TWIST to save 10% off your first purchase of a website or domain.
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Lemon.io - Hire pre-vetted remote developers, get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
Today’s show:
Sunny Madra joins Jason to demo Figma FigJam (2:08), a product that generates images from real-time drawing (31:05), and more while discussing the implications of IP theft writ large.
*
Timestamps:
(0:00) Sunny Madra joins Jason
(2:08) Sunny demos Figma’s FigJam
(9:43) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/twist
(10:40) Figma FigJam demo continued
(16:02) Jason shares his AI generated images and discusses how companies navigate copyright issues
(24:58) Brave - Try the Brave Search API at http://brave.com/jason
(26:12) Feedback and thoughts for FigJam
(31:05) Sunny demos Fal, an AI that gives generated images from real time drawing
(40:28) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
(41:49) Sunny demos the Real-Time Latent Consistency Model
(47:01) Sunny demos Alibaba’s Animate Anyone
*
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
*
Check out FigJam: https://help.figma.com/hc/en-us/articles/1500004362321-Guide-to-FigJam
Check out Fal: https://www.fal.ai/dynamic
Check out the hugging face video demo: https://huggingface.co/spaces/radames/Real-Time-Latent-Consistency-Model
Check out Animate Anyone: https://www.youtube.com/watch?v=8PCn5hLKNu4
*
Follow Sunny: https://twitter.com/sundeep
*
Follow Jason:
Twitter: https://twitter.com/jason
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis *
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
Vanta. Compliance and security shouldn't be a deal-breaker for startups to win new business. Vanta makes it easy for companies to get a SOC 2 report fast. TWiST listeners can get $1,000 off for a limited time at vanta.com/twist
Embroker. The Embroker Startup Insurance Program helps startups secure the most important types of insurance at a lower cost and with less hassle. Save up to 20% off of traditional insurance today at Embroker.com/twist. While you’re there, get an extra 10% off using offer code TWIST.
The Equinix Startup program offers a hybrid infrastructure solution for startups, including up to $100K in credits and personalized consultations and guidance from the Equinix team. Go to https://equinixstartups.com to apply today.
Today’s show:
DHH joins Jason to discuss a post-SaaS world and Once.com (2:29), the evolving landscape of remote work (21:31), navigating internal culture struggles at Basecamp (32:53), and much more!
*
Timestamps:
(0:00) DHH joins Jason
(2:29) David discusses his new SaaS alternative Once.com, which charges a one-time fee rather than a recurring subscription
(10:44) Vanta - Get $1000 off your SOC 2 at https://vanta.com/twist
(11:50) David's philosophy on copyrighting
(20:17) Embroker - Use code TWIST to get an extra 10% off insurance at https://Embroker.com/twist
(21:31) The evolving landscape of remote work
(31:46) Equinix - Join the Equinix Startup Program for up to $100K in credits and much more at https://equinixstartups.com
(32:53) The state of fundraising and DHH recounts Basecamp's internal culture struggles
(49:03) Should AI progress should be accelerated or slowed down?
(1:08:08) How willful exposure to hardship can build grit and resilience.
*
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
*
Check out Once: https://once.com
*
Follow David:
https://www.linkedin.com/in/david-heinemeier-hansson-374b18221/
*
Follow Jason:
Twitter: https://twitter.com/jason
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
Brave. If you’re building AI and search-based applications, train your models with the Brave Search API. Get started for free at brave.com/jason
Arising Ventures is a holding company that acquires tech startups facing setbacks. Arising Ventures knows what founders care about because they aren’t bankers, they are tech founders themselves! Go to http://www.arisingventures.com/TWIST
LinkedIn Jobs. A business is only as strong as its people, and every hire matters. Go to http://www.LinkedIn.com/TWIST to post your first job for free. Terms and conditions apply.
Today’s show:
Adept Co-Founder and CEO David Luan joins Jason to discuss his experience at OpenAI (2:45), demo Adept's AI-powered workflow builder (13:47), what facets of AI he is most excited about, what keeps him motivated (32:33), and more!
*
Timestamps:
(0:00) Adept founder and CEO David Luan joins Jason.
(2:45) David's experience at OpenAI and the evolution of deep learning
(5:22) DALL-E origins and its "a-ha moment"
(9:24) The next great well of AI training data
(11:21) Brave - Try the Brave Search API at http://www.brave.com/jason
(12:35) Adept's Northstar since day one
(13:47) Demos: showcasing the power of Adept AI
(15:52) The next battlefield for AI
(18:34) A look into Adept AI Experiments – a sandbox for AI enthusiasts
(20:46) Arising Ventures - head to http://www.arisingventures.com/TWIST to learn more and connect with the team
(21:51) How Adept aims to streamline job processes
(24:54) Strategies to outperform large competitors
(31:13) LinkedIn Jobs - Post your first job for free at http://www.LinkedIn.com/TWIST
(32:33) What excites David about the future and motivates his daily efforts?
(36:29) The present and expected advancements in AI
*
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
*
Check out Adept AI: https://www.adept.ai
Check out Adept AI Experiments: https://www.adept.ai/blog/experiments
*
Follow David: https://twitter.com/jluan
https://www.linkedin.com/in/jluan
*
Follow Jason:
Twitter: https://twitter.com/jason
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Thanks to our partners:
(11:21) Brave - Try the Brave Search API at http://brave.com/jason
(20:46) Arising Ventures - head to http://www.arisingventures.com/TWIST to learn more and connect with the team
(31:13) LinkedIn Jobs - Post your first job for free at http://www.LinkedIn.com/TWIST
*
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
Miro. Working remotely doesn’t mean you need to feel disconnected from your team. Miro is an online whiteboard that brings teams together - anytime, anywhere. Go to https://miro.com/startups to sign up for a FREE account with unlimited team members.
Northwest Registered Agent. When starting your business, it's important to use a service that will actually help you. Northwest Registered Agent is that service. They'll form your company fast, give you the documents you need to open a business bank account, and even provide you with mail scanning and a business address to keep your personal privacy intact. Visit http://northwestregisteredagent.com/twist to get a 60% discount on your next LLC.
Nuts.com is offering new customers a free gift with purchase and free shipping on orders of $29 or more at http://www.Nuts.com/twist
Today’s show:
Induced AI CEO Aryan Sharma joins Jason to discuss the motivation behind Induced AI (3:20), how the product is being integrated into real-world applications (16:42), strategies for mitigating bad actors (32:16), and more!
*
Time stamps:
(0:00) Induced AI CEO Aryan Sharma joins Jason
(3:20) The motivation behind Induced AI
(10:06) Miro - Sign up for a free account at https://miro.com/startups
(11:24) The role of Robotic Process Automation (RPA) and integration of LLMs
(16:42) Aryan demos Induced AI’s WorkFlow
(28:24) Northwest Registered Agent - Get a 60% discount on your next LLC at http://northwestregisteredagent.com/twist
(29:31) The impact on business processing outsourcing
(32:16) Strategies for mitigating bad actors
(40:30) Nuts.com - Get a free gift with purchase and free shipping on orders of $29 or more at http://www.Nuts.com/twist
(44:17) Journey to Induced AI
*
Links:
https://proceedings.mlr.press/v70/shi17a/shi17a.pdfhttps://www.sap.com/products/technology-platform/process-automation/what-is-rpa.html
*
Check out: https://www.induced.ai/
*
Follow Aryan:
https://twitter.com/aryxnsharma
https://www.linkedin.com/in/aryan-sharma-2628aba2/
*
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow Jason:
Twitter: https://twitter.com/jason
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
Squarespace. Turn your idea into a new website! Go to Squarespace.com/TWIST for a free trial. When you’re ready to launch, use offer code TWIST to save 10% off your first purchase of a website or domain.
Vanta. Compliance and security shouldn't be a deal-breaker for startups to win new business. Vanta makes it easy for companies to get a SOC 2 report fast. TWiST listeners can get $1,000 off for a limited time at vanta.com/twist
Northwest Registered Agent. When starting your business, it's important to use a service that will actually help you. Northwest Registered Agent is that service. They'll form your company fast, give you the documents you need to open a business bank account, and even provide you with mail scanning and a business address to keep your personal privacy intact. Visit http://northwestregisteredagent.com/twist to get a 60% discount on your next LLC.
Today’s show:
Sunny Madra joins Jason to demo Bard’s YouTube summarizer (2:27), an iPhone app that draws apps (41:14), Stability’s Clipdrop (59:20), and much more!
*
Time stamps:
(0:00) Sunny Madra joins Jason
(2:27) Sunny demos Bard’s YouTube summarizer
(7:00) Jason's revamping his Substack! First topic; Jason's new ADD management framework: Automate, Deprecate, Delegate
(13:58) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/twist
(14:54) Bard’s YouTube summarizer demo continued
(27:09) Vanta - Get $1000 off your SOC 2 at https://vanta.com/twist
(29:09) Sunny demos tlDraw and discusses the evolution of low-code environments
(40:08) Northwest Registered Agent - Get a 60% discount on your next LLC at http://northwestregisteredagent.com/twist
(41:14) Sunny showcases UIDraw, an app to draw and build a web app on your phone with AI
(46:57) Sunny demos Trace, a tool to design a UI via AI
(53:38) Sunny demos Runway TV
(59:20) Sunny demos Stability’s image editing tools, including Clipdrop
(1:05:18) Jason and Sunny’s AI predictions and bet
*
Links:
https://www.wired.com/story/inside-story-of-pong-excerpt/https://en.wikipedia.org/wiki/Vin_Scelsastabilityhttps://twitter.com/jsngr/status/1728848624048853442?s=42&t=79J_alIF_jrz1wn1s5pboQclipdrop
*
Check out:
https://www.trace.zip/https://www.runway.tv/https://makereal.tldraw.com/
*
Follow Sunny: https://twitter.com/sundeep
*
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow Jason:
Twitter: https://twitter.com/jason
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
NetSuite. Once your business gets to a certain size the cracks start to emerge. Things you used to do in a day take a week. You deserve a customized solution - and that's NetSuite. Learn more when you download NetSuite’s popular KPI Checklist - absolutely free, at NetSuite.com/twist
LinkedIn Marketing. To redeem a $100 LinkedIn ad credit and launch your first campaign, go to linkedin.com/thisweekinstartups
Brave. If you’re building AI and search-based applications, train your models with the Brave Search API. Get started for free at brave.com/jason
Today’s show:
Sunny Madra and David Sacks join Jason to break down all the chaos of the past few days at OpenAI including why the situation is so unprecedented (17:46), the board’s failure (30:18), the impact on startups (43:34), and much more!
*
Time stamps:
(0:00) Recapping the chaotic past few days at OpenAI plus some immediate impacts from the fallout
(16:43) NetSuite - Download your free KPI Checklist at http://netsuite.com/twist
(17:46) David Sacks joins the show and explains why this situation is so unprecedented in Silicon Valley
(28:51) LinkedIn Marketing - Get a $100 LinkedIn ad credit at https://linkedin.com/thisweekinstartups
(30:18) How the board could have handled this better, Sam Altman's misaligned incentives packages (or lack thereof)
(37:14) Silicon Valley's battle-tested standard structure, and why you shouldn't innovate on corporate structure
(42:20) Brave - Try the Brave Search API at http://brave.com/jason
(43:34) Impact on startups reliant on OpenAI's models, a brutal momentum killer for OpenAI
(50:39) Predictions: Return of the King? Mass Exodus? Something else?
*
Follow Sunny: https://twitter.com/sundeep
Follow Sacks: https://twitter.com/DavidSacks
*
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow Jason:
Twitter: https://twitter.com/jason
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
Vanta. Compliance and security shouldn't be a deal-breaker for startups to win new business. Vanta makes it easy for companies to get a SOC 2 report fast. TWiST listeners can get $1,000 off for a limited time at vanta.com/twist
Lemon.io. Get access to Lemon Hire, a platform with more than 80,000 pre-vetted engineers that you can interview within 48 hours. Get $2000 off your first hire at http://lemon.io/hire today!
The Equinix Startup program offers a hybrid infrastructure solution for startups, including up to $100K in credits and personalized consultations and guidance from the Equinix team. Go to https://deploy.equinix.com/startups/
to apply today.
Today’s show:
Sunny Madra joins Jason for an emergency podcast! They break down the business implications of Altman leaving OpenAI (1:23), speculation around why he was fired (10:27), ongoing developments like Greg Brockman quitting, and more! (23:24)
*
Time stamps:
(0:00) Sunny Madra goes live with Jason for an emergency Pod!
(1:23) Sam Altman ousted from OpenAI and Greg Brockman quits!
(6:44) The board’s accusations against Sam Altman
(10:27) Speculating “no conflict, no interest”
(12:16) Vanta - Get $1000 off your SOC 2 at https://vanta.com/twist(13:22) Sam's extraordinary deal-making, lack of OpenAI shares, and the possible impact from Humane launch
(23:24) The OpenAI and Microsoft relationship
(29:40) Lemon.io - Get $2000 off your first hire at http://lemon.io/hire
(30:49) More speculation and anonymous theories
(34:29) The impact of founder-led switching to not founder-led
(37:10) Equinix - Join the Equinix Startup Program for up to $100K in credits and much more at https://deploy.equinix.com/startups/
(38:30) Questions from live audience
(56:12) Final thoughts
*
Follow Sunny: https://twitter.com/sundeep
*
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow Jason:
Twitter: https://twitter.com/jason
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
Squarespace. Turn your idea into a new website! Go to http://www.Squarespace.com/TWIST for a free trial. When you’re ready to launch, use offer code TWIST to save 10% off your first purchase of a website or domain.
Masterworks. The first company allowing investors exposure into the blue-chip artwork asset class. TWIST listeners can skip the waitlist by going to https://masterworks.com/twist and using promo code TWIST.
Fitbod. Tired of doing the same workouts at the gym? Fitbod will build you personalized workouts that help you progress with every set. Get 25% off your subscription or try out the app for FREE when you sign up now at https://fitbod.me/twist.
Today’s show:
First, Jason interviews Krea CEO and Co-Founder Victor Perez, who demos Krea's creative suite, highlighting its unique blend of AI prompts and interactive design elements (2:40). Then, testRigor’s Artem Golubev breaks down how their AI-powered software helps businesses streamline QA processes (48:54).
Time stamps:
Time stamps:
(0:00) CEO and Co-Founder of Krea.ai join Jason
(2:40) Victor demos Krea’s real-time AI capabilities
(8:24) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/twist
(9:22) Startup culture at the Krea house, Krea’s wide range of users, and its unique approach: enabling precise control over object placement and evolving sketches into final products
(17:22) Future plans for video-to-video workflows, Victor’s background, Stable Diffusion’s capabilities, understanding the concept of 'weights' in AI
(26:03) Masterworks - Skip the waitlist to invest in fine art at https://www.masterworks.com/twist
(27:22) Debating copyright concerns and the state of training data in Stable Diffusion
(32:20) The challenges of the startup scene in Barcelona, trying the Blueprint diet
(36:32) Fitbod - Get 25% off at https://fitbod.me/twist
(38:00) Artem Golubev, CEO and Co-Founder of testRigor joins Jason and explains testRigor's AI-powered QA solution
(41:29) testRigor's AI approach: Streamlining software QA testing
(48:54) Examining the impact of AI on dev teams, and testRigor demo
*
Check out Krea: http://www.krea.ai
Check out testRigor: http://www.testrigor.com
*
Follow Victor: https://twitter.com/viccpoes
https://www.linkedin.com/in/iamvictorperez
Follow Artem:
https://www.linkedin.com/in/agolubev
*
Thanks to our partners:
(8:24) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/twist
(17:24) Masterworks - Skip the waitlist to invest in fine art at https://www.masterworks.com/twist
(27:22) Fitbod - Get 25% off at https://fitbod.me/twist
*
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow Jason:
Twitter: https://twitter.com/jason
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
Today’s show:
Kruze’s Scott Orn joins Jason to discuss navigating potential ERC fraud (00:45), expected year one spend for startups (11:54), importance of accounting from Day 1 (15:22), and more!
*
Time stamps:
(0:00) Kruze’s Scott Orn joins Jason.
(0:45) Navigating Employee Retention Credit (ERC) and spotting fraud, and the importance of CPA expertise
(9:01) The difference between building software and R&D
(11:54) Expected year one spend for startups
(15:22) Importance of accounting from day 1
*
Check out Kruze: https://kruzeconsulting.com
*
Follow Scott:
https://www.linkedin.com/in/scottorn
*
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow Jason:
Twitter: https://twitter.com/jason
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
.Tech Domains has a new program called startups.tech, where you can get your startup featured on This Week in Startups. Go to startups.tech/jason to find out how!
Vanta. Compliance and security shouldn't be a deal-breaker for startups to win new business. Vanta makes it easy for companies to get a SOC 2 report fast. TWiST listeners can get $1,000 off for a limited time at vanta.com/twist
Arising Ventures is a holding company that acquires tech startups facing setbacks. Arising Ventures knows what founders care about because they aren’t bankers, they are tech founders themselves! Go to http://arisingventures.com/TWIST
Today’s show:
Forward CEO Adrian Aoun joins Jason to discuss how his startup creating the first AI doctor's office (13:55)! The two dive into how Forward's AI technology operates (15:55), the challenges with modern healthcare (9:52), and how Forward plans to revolutionize the healthcare service (40:36).
*
Time stamps:
(0:00) Forward CEO Adrian Aoun joins Jason.
(1:46) VC in the Middle East and the lack of diligence in the last boom and bust cycle
(8:51) .Tech Domains - Apply to get your startup featured on This Week in Startups at https://startups.tech/jason
(9:52) Challenges in healthcare and Adrian’s journey to Forward
(13:55) The Forward “Care Pod”, an AI-powered doctor's office providing scans, monitoring, blood tests and more
(15:55) Adrian demos Forward’s product
(23:44) Vanta - Get $1000 off your SOC 2 at https://vanta.com/twist
(24:50) Forward’s business model and target customer
(28:08) Figuring out how to make healthcare scalable
(30:29) Reactions to the Care Pod and thoughts on wearables
(34:51) The role of a doctor in Forward’s ecosystem
(37:28) Forward’s rollout strategy
(39:35) Arising Ventures - head to http://arisingventures.com/TWIST to learn more and connect with the team
(40:36) AI’s role in Forward’s technology
(43:27) The size of the company and plans for expansion
*
Check out Forward: https://goforward.com/
Follow Adrian:
https://twitter.com/adrianaoun
https://www.linkedin.com/in/adrianaoun/
*
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow Jason:
Twitter: https://twitter.com/jason
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
Embroker. The Embroker Startup Insurance Program helps startups secure the most important types of insurance at a lower cost and with less hassle. Save up to 20% off of traditional insurance today at http://www.Embroker.com/twist While you’re there, get an extra 10% off using offer code TWIST.
CLA. Innovation takes balance. CLA's CPAs, consultants, and wealth advisors can help you get from startup to where you want to end up. Get started now at http://www.CLAconnect.com/tech
IntouchCX. Want to build a loyal customer base for your startup? Unlock the power of innovative AI and automated support solutions from IntouchCX to deliver fast, personalized support and enhance your customers’ experience. Schedule your consultation today at http://www.intouchcx.com/twist
Today’s show:
The man behind the anonymous accounts “prayingforexits” on Instagram and “@mrexits” on X joins Jason for a jam-packed episode!
Topics covered: Praying For Exits raised a fund! (2:10) Drawing inspiration from Steve Jobs' iconic Think Different Campaign (8:55), defense tech going from “frowned upon” to a very hot market (17:03), and how the modern Middle East will play ball with the USA? (33:29)!
*
Time stamps:
(0:00) Mr. Exits joins Jason.
(2:16) Praying For Exits raised a fund!
(5:26) Subject-matter experts and the “alumni factor”
(9:01) Drawing inspiration from Steve Jobs' iconic Think Differently Campaign.
(9:23) Embroker - Use code TWIST to get an extra 10% off insurance at https://www.Embroker.com/twist
(11:50) Building a startup is akin to compressing a life’s career into 5 years
(12:54)The softening of the American capitalistic machine
(14:32) The shot clock of VC
(16:57) Defense tech going from “frowned upon” to a very hot market
(19:09) CLA - Get started with CLA's CPAs, consultants, and wealth advisors now at https://www.claconnect.com/tech
(21:55) Globalization’s impact on nationalism
(28:20) USA's stake in the world’s top 25 market cap companies.
(29:21) InTouchCX - Schedule a free consultation at http://www.intouchcx.com/twist
(31:30) Speculating on the USA-China endgame.
(33:23) How will the modern Middle-East play ball with the USA?
(44:13) The Golden Visa of Dubai
(43:33) For those aspiring to be invested in by Mr. Exits
Our partners:
(9:23) Embroker - Use code TWIST to get an extra 10% off insurance at https://www.Embroker.com/twist
(19:15) CLA - Get started with CLA's CPAs, consultants, and wealth advisors now at https://www.claconnect.com/tech
(29:27) InTouchCX - Schedule a free consultation at http://www.intouchcx.com/twist
*
FOLLOW PrayingForExits: https://twitter.com/mrexits
FOLLOW Jason: https://linktr.ee/calacanis
*
Read LAUNCH Fund 4 Deal Memo: https://www.launch.co/four
Apply for Funding: https://www.launch.co/apply
Buy ANGEL: https://www.angelthebook.com
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow Jason:
Twitter: https://twitter.com/jason
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
LinkedIn Marketing. To redeem a $100 LinkedIn ad credit and launch your first campaign, go to linkedin.com/thisweekinstartups*
Vanta. Compliance and security shouldn't be a deal-breaker for startups to win new business. Vanta makes it easy for companies to get a SOC 2 report fast. TWiST listeners can get $1,000 off for a limited time at vanta.com/twist
Corient. Real wealth requires real solutions. Corient provides wealth management services centered around you. For more information, speak with an advisor today at Corient.com
Today’s show:
Sunny Madra joins Jason to discuss and demo xAI’s new chatbot, Grok (2:18), OpenAI’s new GPTs (31:54), and an AI designed to detect fake reviews (55:40). Then, Sunny builds a GPT live on air (36:22)
*
Time stamps:
(0:00) Sunny Madra joins Jason
(2:18) Sunny demos xAI’s Grok chatbot
(14:49) LinkedIn Marketing - Get a $100 LinkedIn ad credit at https://linkedin.com/thisweekinstartups
(21:33) Review and feedback for Grok chatbot
(28:36) Vanta - Get $1000 off your SOC 2 at https://vanta.com/twist
(31:54) Sunny demos OpenAI’s Game Time and Invest America GPTs
(36:22) Sunny builds a Launch GPT live!
(37:18) Corient - Speak with one of Corient's wealth management advisors today at http://corient.com
(48:33) Unlocking the potential of GPTs
(55:40) Sunny demos Fakespot, an AI tool for spotting fake reviews
*
Check out Grok: https://grok.x.ai
Check out OpenAI’s GPTs: https://chat.openai.com/gpts/discovery
Check out Fakespot: https://www.fakespot.com/
Check out Definitive Intelligence: https://www.definitive.io/
Follow Sunny: https://twitter.com/sundeep
*
Read LAUNCH Fund 4 Deal Memo: https://www.launch.co/four
Apply for Funding: https://www.launch.co/apply
Buy ANGEL: https://www.angelthebook.com
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow Jason:
Twitter: https://twitter.com/jason
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
NetSuite. Once your business gets to a certain size the cracks start to emerge. Things you used to do in a day take a week. You deserve a customized solution - and that's NetSuite. Learn more when you download NetSuite’s popular KPI Checklist - absolutely free, at NetSuite.com/twist
Miro. Working remotely doesn’t mean you need to feel disconnected from your team. Miro is an online whiteboard that brings teams together - anytime, anywhere. Go to https://miro.com/startups to sign up for a FREE account with unlimited team members.
Arising Ventures is a holding company that acquires tech startups facing setbacks. Arising Ventures knows what founders care about because they aren’t bankers, they are tech founders themselves! Go to http://arisingventures.com/TWIST
*
Today’s show:
TechCrunch's Alex Wilhelm joins Jason to break down the latest earnings reports from Uber (4:04), Lyft (24:28), and Nextdoor (44:15). Then, the two dive into WeWork's failed business model (1:01:44), the viability of various careers as AI advances (38:33), and much more!
*
Time stamps:
(0:00) Tech Crunch’s Alex Wilhelm joins Jason
(4:04) Uber’s earning report
(7:04) Pirate cut-throat mentality analogy and the money-ball system
(10:11) NetSuite - Download your free KPI Checklist at http://www.netsuite.com/twist
(11:12) Did the press get Uber’s Earnings report right?
(17:39) Uber and the J-Curve
(20:29) Miro - Sign up for a free account at https://www.miro.com/startups
(22:17) Uber, China, and DiDi
(23:14) ZIRP environment playbook to own a market
(24:28) Lyft gets a participation trophy
(25:22) Comparing Lyft to Uber’s Revenue (Quarterly)
(27:53) Labor availability
(31:05) Arising Ventures - head to http://www.arisingventures.com/TWIST to learn more and connect with the team
(32:15) Immigration policy and a record-low unemployment
(37:37) The underground economy
(38:33) AI effects on unemployment
(39:12) Let’s build new cities!
(44:15) NextDoor earnings
(55:34) A case for hiring remotely
(59:13) Combining remote work with the power of AI
(1:01:44) Clip from TWiST E969 with Alex about WeWork
(1:04:22) Earnings “supplements”
(1:07:35) When Alex discovered business as a youth
(1:14:18) A South Park clip!
*
Check out TWiST E969: https://www.youtube.com/watch?v=aM1DDVq3_vs
Follow Alex: https://twitter.com/alex
* Read LAUNCH Fund 4 Deal Memo: https://www.launch.co/four
Apply for Funding: https://www.launch.co/apply
Buy ANGEL: https://www.angelthebook.com
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow Jason:
Twitter: https://twitter.com/jason
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
This Week in Startups is brought to you by…
Northwest Registered Agent. When starting your business, it's important to use a service that will actually help you. Northwest Registered Agent is that service. They'll form your company fast, give you the documents you need to open a business bank account, and even provide you with mail scanning and a business address to keep your personal privacy intact. Visit http://northwestregisteredagent.com/twist to get a 60% discount on your next LLC.
Lemon.io. Get access to Lemon Hire, a platform with more than 80,000 pre-vetted engineers that you can interview within 48 hours. Get $2000 off your first hire at http://lemon.io/hire today!
.Tech Domains has a new program called startups.tech, where you can get your startup featured on This Week in Startups. Go to startups.tech/jason to find out how!
*
Today’s show:
First, Jason breaks down what forced WeWork’s bankruptcy filing (2:27), and what it might look like if Adam Neumann took back the company. (5:45) Then, driverDoc's Josh Kolar joins Jason to discuss creating all-in-one digital management platform for trucking companies (25:54).
*
Time stamps:
(0:00) Jason kicks off the show
(2:27) Breaking down WeWork’s bankruptcy
(5:45) Is there a case for Adam Neumann’s return to WeWork?
(12:38) Northwest Registered Agent - Get a 60% discount on your next LLC at http://www.northwestregisteredagent.com/twist
(13:46) Adam Neumann's standing in the industry
(22:40) Lemon.io - Get $2000 off your first hire at http://lemon.io/hire
(25:49) driverDOC CEO and Co-Founder Josh Kolar joins Jason
(25:10) Unveiling the entrepreneurial journey that led to the birth of driverDOC.
(29:00) How driverDOC is navigating the complex landscape of fragmented trucking industries.
(30:04) Adding value to the legacy apps and the big vision for driverDOC
(31:19) .Tech Domains - Apply to get your startup featured on This Week in Startups at https://www.startups.tech/jason
(32:31) The introduction of AI and multi-modal helps to accelerate the innovation of driverDOC
(34:22) An analysis of the current state of bill of lading standardization in the logistics industry.
(36:31) Advancements in live package tracking for improved shipment visibility.
(38:31) Building a startup in the heartland of America
(40:13) The impact of Uber and Amazon on freight
(41:32) The case of Convoy and the brokerage model
Referenced in the podcast:
https://www.newcomer.co/p/will-adam-neumann-rescue-wework
*
Check out driverDoc: https://www.driverdoc.io
Follow Josh: https://www.linkedin.com/in/joshkolar
*
Read LAUNCH Fund 4 Deal Memo: https://www.launch.co/four
Apply for Funding: https://www.launch.co/apply
Buy ANGEL: https://www.angelthebook.com
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow Jason:
Twitter: https://twitter.com/jason
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
Todays show:
Kruze's Scott Orn joins Jason on the latest edition of Startup Finance Basics! In this episode, they discuss the current state of the market (0:40), diversifying bank relationships (6:09), managing risk (16:25), and much more!
*
Time stamps:
(0:00) Kruze's Scott Orn joins Jason
(0:40) The current state of the market
(6:09) The SVB lesson: Diversify your bank relationships
(16:25) Capital preservation, liquidity, and risk management
*
Check out Kruze: https://kruzeconsulting.com
*
Follow Scott:
https://twitter.com/scottorn
https://www.linkedin.com/in/scottorn
*
Read LAUNCH Fund 4 Deal Memo: https://www.launch.co/four
Apply for Funding: https://www.launch.co/apply
Buy ANGEL: https://www.angelthebook.com
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow Jason:
Twitter: https://twitter.com/jason
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
Squarespace. Turn your idea into a new website! Go to Squarespace.com/TWIST for a free trial. When you’re ready to launch, use offer code TWIST to save 10% off your first purchase of a website or domain.
House of Macadamias is the next big health trend! Get a free month's supply of Macadamia Milk with any order at https://houseofmacadamias.com/twist by using code TWIST20!
CLA. Innovation takes balance. CLA's CPAs, consultants, and wealth advisors can help you get from startup to where you want to end up. Get started now at CLAconnect.com/tech
*
Today’s show:
First up, Jason takes on the news solo by breaking down Uber's Q3 earnings (2:23), reflecting on SBF's guilty verdict (13:39), and giving some takes on Biden's EO on AI (15:53). Then, Motive CEO John Habeck joins to break down building "Shopify for Car Dealerships" (21:39).
*
Time stamps:
(0:00) Jason kicks off the show
(2:23) Uber earnings report and Uber’s profitability
(12:17) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/twist
(13:39) SBF’s guilty verdict
(15:53) Takes on Biden's executive order on AI
(20:11) House of Macadamias - Get a free month's supply of Macadamia Milk with any order at https://houseofmacadamias.com/twist by using code TWIST20!
(21:39) Motive CEO John Habeck discusses building a startup in a "sleeping giant" industry
(32:18) CLA - Get started with CLA's CPAs, consultants, and wealth advisors now at https://claconnect.com/tech
(33:17) Understand the TAM for "Shopify for Car Dealerships”
*
Referenced in the podcast:
https://www.businessofapps.com/data/uber-statistics
https://twitter.com/EconomyApp/status/1721899291248324642
*
Check out Motive: https://www.ridemotive.com
* Read LAUNCH Fund 4 Deal Memo: https://www.launch.co/four
Apply for Funding: https://www.launch.co/apply
Buy ANGEL: https://www.angelthebook.com
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow Jason:
Twitter: https://twitter.com/jason
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
LinkedIn Jobs. A business is only as strong as its people, and every hire matters. Go to LinkedIn.com/TWIST to post your first job for free. Terms and conditions apply.
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IntouchCX. Want to build a loyal customer base for your startup? Unlock the power of innovative AI and automated support solutions from IntouchCX to deliver fast, personalized support and enhance your customers’ experience. Schedule your consultation today at http://intouchcx.com/twist
*
Today’s show:
Sunny joins Jason to discuss OpenAI’s DevDay announcements (1:33). Then, Sunny demos an AI-driven chatbot creator (32:49), an AI email-first Chief of Staff (39:12), and much more!
*
Time stamps:
(0:00) Sunny Madra joins Jason to break down OpenAI DevDay!
(1:33) OpenAI DevDay announcements: GPT-4 Turbo, expanded context windows, Custom GPTs, and more
(12:57) LinkedIn Jobs - Post your first job for free at https://linkedin.com/twist
(14:28) How OpenAI's "GPT Store" could change the way we consume the internet
(22:02) GPT-4 Turbo, speed, cost reduction, expanded context window issues
(26:16) Coda - Get started for free at https://coda.io/twist
(32:49) DEMO: Droxy.ai: a custom chatbot platform
(37:54) InTouchCX - Schedule a free consultation at http://intouchcx.com/twist
(39:12) DEMO: Mindy.com: an AI-powered email Chief of Staff
(45:43) DEMO: Brave Nightly's webpage summarizer
(50:24) DEMO: Zapier's AI-powered Zaps
*
Check out what happened at OpenAI DevDay: https://devday.openai.com/
Check out Droxy Ai: https://www.droxy.ai/
Check out Mindy: https://mindy.com/
Follow Sunny: https://twitter.com/sundeep
*
Read LAUNCH Fund 4 Deal Memo: https://www.launch.co/four
Apply for Funding: https://www.launch.co/apply
Buy ANGEL: https://www.angelthebook.com
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow Jason:
Twitter: https://twitter.com/jason
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
Vanta. Compliance and security shouldn't be a deal-breaker for startups to win new business. Vanta makes it easy for companies to get a SOC 2 report fast. TWiST listeners can get $1,000 off for a limited time at www.vanta.com/twist
The Embroker Startup Program helps startups secure the most important lines of insurance, at a lower cost, and with less hassle. For guaranteed 10% off on premiums (& up to 20% depending on quote) go to www.embroker.com/twist.
Brave is an internet privacy company on a mission to protect your personal info online. Try the Brave Search API at http://www.brave.com/jason
Today’s show:
Maven Co-Founder and CEO Gagan Biyani joins Jason to break down his startup's live, cohort-based education model (2:28). Then, Gagan dives into his past journeys at Udemy, where he was eventually fired but wound up revolutionizing online learning and going public (35:08), and Sprig, a food-delivery startup that went on to raise $60M and scale to $20M in revenue, but ultimately failed (47:36).
*
Time stamps:
(0:00) Gagan Biyani, CEO of Maven, joins Jason to discuss the future of online learning.
(2:24) Maven: the evolution of online learning.
(3:23) Exploring Maven's elite courses offered by a diverse pool of passionate professionals.
(6:57) Analyzing who is leveraging Maven for education and the cost dynamics of online learning.
(10:30) Vanta - Get $1000 off your SOC 2 at https://www.vanta.com/twist
(11:36) How Maven's live cohort-based learning emphasizes accountability and interactivity for higher success rates.
(13:15) Comparing the outdated cost structures of traditional education with modern alternatives.
(23:10) Embroker - Use code TWIST to get an extra 10% off insurance at https://www.Embroker.com/twist
(26:31) Unveiling the potential earnings for educators in the online learning marketplace.
28:27) The online educational landscape featuring insights on Coursera, Udemy, and others.
(30:56) Brave - Try the Brave Search API at http://www.brave.com/jason
(33:40) Jason built the “pit” at TechCrunch50, where he and Gagan first met.
(35:08) How Udemy's early days were shaped by the Founder Institute and Adeo Ressi.
(41:28) Gagan shares his personal story of being fired from Udemy and his lessons learned.
(47:33) The trials, tribulations, and ultimate closure of the food delivery startup, Sprig.
(53:39) Discussing the most effective methods for scaling and growing a product.
(55:02) The world of fundraising and understanding the power law in venture capital.
Check out Maven: https://www.maven.com
Follow Gagan:
https://twitter.com/gaganbiyani
https://www.linkedin.com/in/gaganbiyani * Read LAUNCH Fund 4 Deal Memo: https://www.launch.co/fourApply for Funding: https://www.launch.co/applyBuy ANGEL: https://www.angelthebook.com
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow Jason:
Twitter: https://twitter.com/jason
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
The Equinix Startup program offers provides a hybrid infrastructure solution for startups, including up to $100K in credits and personalized consultations and guidance from the Equinix team. Go to https://equinixstartups.com to apply today.
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LinkedIn Marketing. To redeem a $100 LinkedIn ad credit and launch your first campaign, go to linkedin.com/thisweekinstartups
Today’s show:
Convai CEO Purnendu Mukherjee joins Jason to discuss creating AI-powered NPCs using Convai (6:05), the birth of generative AI (22:17), open-source vs. closed AI (36:01), and much more!
*
Time stamps:
(0:00) Convai CEO Purnendu Mukherjee joins Jason
(3:54) The motivation behind Convai
(6:05) Purnendu breaks down creating an NPC character using Convai
(10:16) Equinix - Join the Equinix Startup Program for up to $100K in credits and much more at https://equinixstartups.com
(11:36) Demo of character creation using Convai's unique toolset
(17:18) Integrating AI Characters into Game Worlds with Convai
(20:50) Fitbod - Get 25% off at https://fitbod.me/twist
(22:17) Convai’s business model and the issue game developers have with moving from flat rate to usage-based charges
(25:00) Purnendu reflects on his time at Nvidia
(29:57) The birth of the generative AI boom
(34:30) LinkedIn Marketing - Get a $100 LinkedIn ad credit at https://linkedin.com/thisweekinstartups
(36:01) Navigating the Future: AI Regulation & open-source vs. closed AI
(40:11) The countdown to self-creating AI
(43:13) Purnendu breaks down data collected for AI and the uses for an AI-enabled Amazon Mechanical Turk
Check out Convai: https://www.convai.com
Follow Purnendu:
https://www.linkedin.com/in/purn3ndu
*
Read LAUNCH Fund 4 Deal Memo: https://www.launch.co/four
Apply for Funding: https://www.launch.co/apply
Buy ANGEL: https://www.angelthebook.com
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow Jason:
Twitter: https://twitter.com/jason
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
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Northwest Registered Agent. When starting your business, it's important to use a service that will actually help you. Northwest Registered Agent is that service. They'll form your company fast, give you the documents you need to open a business bank account, and even provide you with mail scanning and a business address to keep your personal privacy intact. Visit http://northwestregisteredagent.com/twist to get a 60% discount on your next LLC.
*
Today’s show:
Airtable CEO Howie Liu joins Jason to discuss his philosophy of product-led growth (1:35), the current explosion of AI (36:37), and much more!
Time stamps:
(0:00) Airtable CEO Howie Liu joins Jason
(1:35) Howie’s philosophy on product-led growth
(5:05) Bridging the gap between spreadsheets and purpose-driven apps
(7:12) Tweet storm referenced on the All-In podcast
(13:19) Lemon.io - Get $2000 off your first hire at https://lemon.io/hire
(17:13) Blitzscale hiring
(24:28) InTouchCX - Get started with a free consultation at https://intouchcx.com/twist
(26:18) Charging per-seed basis and revisiting Airtable on E814 in 2018
(30:36) Jason shares two successful use cases utilizing Airtable
(35:32) Northwest Registered Agent - Get a 60% discount on your next LLC at https://northwestregisteredagent.com/twist
(36:37) The AI boom and its potential dangers
*
Check out All In E146: https://youtu.be/X-Sb8sIi22g?si=fhiIi5ehFOyrMUD-&t=3673
Check out Howie in TWiST E814: https://youtu.be/55JnirJ7oHk?si=oPlNol8cotYrJTI1
*
Follow Howie: https://twitter.com/howietl
*
Read LAUNCH Fund 4 Deal Memo: https://www.launch.co/four
Apply for Funding: https://www.launch.co/apply
Buy ANGEL: https://www.angelthebook.com
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow Jason:
Twitter: https://twitter.com/jason
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
Arising Ventures - Head to http://arisingventures.com/TWIST to learn more and connect with the team
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Brave - Download today at https://brave.com/twist to browse faster, search privately and so much more
*
Today’s show:
Sunny joins Jason for more demos! An AI-driven ownership and equity platform for founders (14:37), an AI interviewer who conducts live interviews (27:20), and much more!
*
Time stamps:
(0:00) Sunny Madra joins Jason
(6:08) Jason’s experience with ChatGPT multimodal
(13:31) Arising Ventures - head to http://arisingventures.com/TWIST to learn more and connect with the team
(14:37) Sunny demos Mantle, an AI-powered cap table management platform for founders
(25:49) Nuts.com - Get a free gift with purchase and free shipping on orders of $29 or more at http://www.Nuts.com/twist
(27:20) Sunny demos Talently.ai, an AI-powered job interviewer
(39:37) Brave - Download today at https://brave.com/twist to browse faster, search privately and so much more
(40:50) Sunny demos Morise.ai, a tool that helps YouTube creators generate titles, descriptions, and tags for videos!
*
Check out Mantle: https://withmantle.com
Check out Talently AI: https://interview.talently.ai
Check out Morise AI: https://morise.ai
Follow Sunny: https://twitter.com/sundeep
*
Read LAUNCH Fund 4 Deal Memo: https://www.launch.co/four
Apply for Funding: https://www.launch.co/apply
Buy ANGEL: https://www.angelthebook.com
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland, PrayingForExits, Jenny Lefcourt
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow Jason:
Twitter: https://twitter.com/jason
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
Mercury. With Mercury Raise, startup founders no longer have to navigate roadblocks alone. Visit http://mercury.com/raise to get access to a network, connections, and advice.
Corient. Real wealth requires real solutions. Corient provides wealth management services centered around you. For more information, speak with an advisor today at http://corient.com
Vanta. Compliance and security shouldn't be a deal-breaker for startups to win new business. Vanta makes it easy for companies to get a SOC 2 report fast. TWiST listeners can get $1,000 off for a limited time at https://vanta.com/twist
*
Today’s show:
First, Loop Golf's CEO Matt Holder joins Jason for a jam session on scaling his startup, which is building an automatic tee time booking app for golfers (4:32). Then, Jason gives a recap on the news surrounding Cruise robotaxi & more! (32:43)
*
Time stamps:
(0:00) Loop Golf’s Matt Holder joins Jason
(4:32) What sets Loop Golf apart from traditional golf booking apps
(8:17) Matt demos Loop Golf
(15:23) Mercury Raise - Visit http://mercury.com/raise to get access to a network, connections, and advice
(16:49) The sudden surge in the popularity of golf
(20:53) The current state of golfer-tracking technology
(24:27) Corient - Speak with one of Corient's wealth management advisors today at http://corient.com
(25:29) Incorporating real-time features into Loop Golf
(27:40) Thoughts on surge pricing and additional app features
(31:33) Vanta - Get $1000 off your SOC 2 at https://vanta.com/twist
(32:43) The suspension of Cruise’s robotaxi permit in San Francisco.
*
Check out Loop Golf: https://loopgolf.co/
Read LAUNCH Fund 4 Deal Memo: https://www.launch.co/four
Apply for Funding: https://www.launch.co/apply
Buy ANGEL: https://www.angelthebook.com
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow Jason:
Twitter: https://twitter.com/jason
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
Lemon.io. Get access to Lemon Hire, a platform with more than 80,000 pre-vetted engineers that you can interview within 48 hours. Get $2000 off your first hire at http://lemon.io/hire today!
Codecademy. Build the future you want to see with Codecademy. Codecademy Pro helps you learn everything you’ll need to shape what comes next in the tech space. Try it free for 14 days. Visit Codecademy.com/TWiST
NetSuite. Once your business gets to a certain size the cracks start to emerge. Things you used to do in a day take a week. You deserve a customized solution - and that's NetSuite. Learn more when you download NetSuite’s popular KPI Checklist - absolutely free, at NetSuite.com/twist
*
Today’s show:
Sunny Madra joins Jason to demo an AI-powered legal docs tool (6:46), detection tool (15:38), Google’s workspace AI (35:15), and much more!
*
Time stamps:
(0:00) Sunny Madra joins Jason
(6:46) Sunny demos Legal Now - AI-powered legal docs tool
(10:01) Lemon.io - Get $2000 off your first hire at http://lemon.io/hire
(11:10) Sunny demos Rows - Web-based Excel
(15:38) Sunny demos Originality AI - AI detection tool (22:36) Codecademy - Try Codecademy Pro FREE for 14 days at http://codecademy.com/TWiST
(24:02) Apple testing M3 MacBook Pros with 16 CPU cores and 40 GPU cores
(31:32) Sunny demos Summarize.tech - Summarizes YouTube videos
(33:57) NetSuite - Download your free KPI Checklist at http://netsuite.com/twist
(35:15) Sunny demos Google Docs AI write
(43:49) Sunny demos Google Sheets AI
*
Check out Legal Now: https://ai.legalnow.xyz/
Check out Rows: Rows.com Check out Originality AI: https://app.originality.ai/content-scan/6910415
Check out Summarize.tech: https://www.summarize.tech/www.youtube.com/watch?v=co_MeKSnyAo
*
Follow Sunny: https://twitter.com/sundeep
Check out Definitive Intelligence: https://www.definitive.io/
Read LAUNCH Fund 4 Deal Memo: https://www.launch.co/four
Apply for Funding: https://www.launch.co/apply
Buy ANGEL: https://www.angelthebook.com
Great recent interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland, PrayingForExits, Jenny Lefcourt
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow Jason:
Twitter: https://twitter.com/jason
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
Embroker. The Embroker Startup Insurance Program helps startups secure the most important types of insurance at a lower cost and with less hassle. Save up to 20% off of traditional insurance today at https://Embroker.com/twist. While you’re there, get an extra 10% off using offer code TWIST.
CLA. Innovation takes balance. CLA's CPAs, consultants, and wealth advisors can help you get from startup to where you want to end up. Get started now at https://CLAconnect.com/tech
IntouchCX. Looking for ways to make your startup more efficient? IntouchCX has a ground-breaking suite of AI-powered tools for end-to-end optimization to give your business the edge it needs to thrive. Get started with your free consultation at http://intouchcx.com/twist
*
Today’s show:
Jason kicks the show off with a discussion on the state of venture capital in the Middle East (1:34). Then, he breaks down Q3 earnings reports for Google, Microsoft, and Snap (18:12), and much more!
*
Time stamps:
(0:00) Jason kicks off the show
(1:34) The state of VC in the Middle East
(10:15) The founder ecosystem and adapting to EU regulations
(13:57) Updates on "THE LINE"
(16:45) Embroker - Use code TWIST to get an extra 10% off insurance at https://Embroker.com/twist
(18:12) Google Q3 earnings
(22:48) Microsoft Q3 earnings
(28:21) CLA - Get started with CLA's CPAs, consultants, and wealth advisors now at https://claconnect.com/tech
(29:57) Snap’s Q3 earnings
(38:33) InTouchCX - Get started with a free consultation at http://intouchcx.com/twist
(39:57) Snap’s Daily Active Users (DAU)
(43:15) Frameworks for investing in consumer internet companies
(44:56) Greycroft layoffs
*
Read LAUNCH Fund 4 Deal Memo: https://www.launch.co/fourApply for Funding: https://www.launch.co/apply
Buy ANGEL: https://www.angelthebook.com
Great recent interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland, PrayingForExits, Jenny Lefcourt
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow Jason:
Twitter: https://twitter.com/jason
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
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.Tech Domains has a new program called startups.tech, where you can get your startup featured on This Week in Startups. Go to https://startups.tech/jason to find out how!
*
Today’s show:
Mathew Russell Lee from Inner City Press joins Jason to discuss life as an independent journalist (13:47), startup fraud trends (2:27), his firsthand observations from the SBF courtroom (17:05), the state of the justice system (1:01:16), and much more!
*
Time stamps:
(0:00) Inner City Press’ Matthew Russell Lee joins Jason
(2:27) The failed Nikola Badger launch and trial of CEO Trevor Milton
(10:03) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/twist
(11:24) Current status of the SBF trial
(13:47) Matthew's approach to journalism
(17:05) Firsthand observations from the SBF courtroom and reflections on cooperators’ testimonies
(20:56) The dynamics among the accused and framing of their involvement
(23:54) The jury’s key point of interest
(28:38) Catalog - Get $1200 off right now at https://trycatalog.com/twist
(30:07) SBF’s family involvement and use of effective altruism
(34:58) SBF's defense strategy and alleged misuse of client funds
(40:58) .Tech Domains - Apply to get your startup featured on This Week in Startups at https://startups.tech/jason
(43:25) SBF’s extradition and Sam Trabucco's role in the Chinese bribery scheme
(47:09) Recouping money
(50:57) Remaining aspects of the SBF trial
(53:57) SBF's character and upbringing
(56:19) Outcomes of previous fraud cases and thoughts on SBF's conviction
(1:01:16) SDNY's nature and the state of the U.S. justice system
*
Follow Matthew: https://twitter.com/innercitypress
Check out Inner City Press: https://www.innercitypress.com/
Check out Matthew's Patreon: https://www.patreon.com/MatthewRussellLee
*
Check out TWiST episode 1090: https://www.youtube.com/watch?v=SH-zhlqvJWM
Read LAUNCH Fund 4 Deal Memo: https://www.launch.co/fourApply for
Funding: https://www.launch.co/apply
Buy ANGEL: https://www.angelthebook.com
Great recent interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland, PrayingForExits, Jenny Lefcourt
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow Jason:
Twitter: https://twitter.com/jason
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
IntouchCX. Looking for ways to make your startup more efficient? IntouchCX has a ground-breaking suite of AI-powered tools for end-to-end optimization to give your business the edge it needs to thrive. Get started with your free consultation at http://intouchcx.com/twist
Fount. Do you want access to the performance protocols that pro athletes and special ops use? With Fount, an elite military operator supercharges your focus, sleep, recovery, and longevity, all powered by your unique data. Want a true edge in work and life? Go to fount.bio/TWIST for $500 off.
.Tech Domains has a new program called startups.tech, where you can get your startup featured on This Week in Startups. Go to startups.tech/jason to find out how!
*
Today’s show:
Sanctuary AI CEO Geordie Rose joins Jason for an incredible interview on the complexities of using AI to train robots (11:09), developing large behavior models (17:53), the 'lights out' moment in manufacturing (42:52), and much more!
*
Time stamps:
(0:00) Sanctuary AI CEO Geordie Rose joins Jason
(3:42) Sanctuary AI's approach to robotics and motivation behind creating humanoid robots
(6:05) The human hand's integral role in AI-driven robot development: Planning, reasoning, and understanding the world
(11:09) Moravec’s paradox and the challenges of instilling perception in robots
(16:40) InTouchCX - Get started with a free consultation at http://intouchcx.com/twist
(17:53) The significance of "Micro-Policies" and developing large behavior models
(22:59) Exploring human cognition and large behavior models
(28:52) Fount - Get $500 off an executive health coach at https://fount.bio/twist
(30:23) Sanctuary AI’s Phoenix robot, robot training, and use of large language models
(37:46) Robotics in automotive manufacturing
(41:43) .Tech Domains - Apply to get your startup featured on This Week in Startups at https://startups.tech/jason
(42:52) The"lights out' moment in manufacturing and the challenge of regulatory capture in AI
(56:01) Humans’ problem-solving nature and roots of technological fear
*
Check out Sanctuary AI: https://sanctuary.ai/
Follow Geordie: https://twitter.com/realgeordierose
*
Check out Bill Gurley’s 2,851 Miles: https://youtu.be/F9cO3-MLHOM?feature=shared
*
https://www.launch.co/fourApply for Funding: https://www.launch.co/apply
Buy ANGEL: https://www.angelthebook.com
Great recent interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland, PrayingForExits, Jenny Lefcourt
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow Jason:
Twitter: https://twitter.com/jason
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
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YouTube: https://www.youtube.com/thisweekin
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
Masterworks. The first company allowing investors exposure into the blue-chip artwork asset class. TWIST listeners can skip the waitlist by going to https://masterworks.com/twist and using promo code TWIST.
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LinkedIn Jobs. A business is only as strong as its people, and every hire matters. Go to LinkedIn.com/TWIST to post your first job for free. Terms and conditions apply.
*
Today’s show:
Lon Harris joins Jason to discuss Apple’s major push into Hollywood blockbusters (1:38), their anti-Netlix, “auteur” approach (4:27), updates on the WGA+SAG-AFTRA strikes (29:11), film recommendations (46:10), and much more!
*
Time stamps:
(0:00) Lon Harris joins Jason
(1:38) Apple’s major push into Hollywood blockbusters
(4:27) Apple's anti-Netflix, “auteur” approach
(6:11) Why is this timely? Approaches to film marketing and releases
(13:56) Masterworks - Skip the waitlist to invest in fine art at https://www.masterworks.com/twist
(15:21) Breaking down the budget for Apple's Killers of the Flower Moon
(18:13) Why is Netflix taking the opposite approach
(20:12) Sequels and audience burnout
(21:25) Movie budgets: Napoleon, Barbie, Oppenheimer
(27:45) Codecademy - Try Codecademy Pro FREE for 14 days at http://codecademy.com/TWiST
(29:11) Update on the WGA strike and AI's place in film
(38:01) LinkedIn Jobs - Post your first job for free at https://linkedin.com/twist
(39:31) Update on SAG-AFTRA negotiations
(43:53) Understanding the "auteur" approach and the significance behind original IP
(46:10) Film and Show Recommendations: Fall of the House of Usher, The Mill, The Diplomat, Mr. Inbetween, Past Lives, The Burial, The Caine Mutiny Court-Martial
*
Follow Lon: https://twitter.com/Lons
*
Read LAUNCH Fund 4 Deal Memo: https://www.launch.co/fourApply for Funding: https://www.launch.co/apply
Buy ANGEL: https://www.angelthebook.com
Great recent interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland, PrayingForExits, Jenny Lefcourt
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow Jason:
Twitter: https://twitter.com/jason
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
Vanta. Compliance and security shouldn't be a deal-breaker for startups to win new business. Vanta makes it easy for companies to get a SOC 2 report fast. TWiST listeners can get $1,000 off for a limited time at vanta.com/twist
LinkedIn Marketing. To redeem a $100 LinkedIn ad credit and launch your first campaign, go to linkedin.com/thisweekinstartups
DevSquad. Most dev agencies only offer developers. Why? Because product management is hard. Get an entire product team for the cost of one US developer plus 10% off at http://devsquad.com/twist.
*
Today’s show:
Booking Holdings CEO Glenn Fogel joins Jason to discuss trends in the travel industry (31:20), healthy M&A environments (24:24), job disruption due to AI (37:22), and much more!
*
Time stamps:
(0:00) Booking Holdings CEO Glenn Fogel joins Jason
(2:37) Booking Holdings' companies and their operations
(5:30) Shifts in the travel industry
(10:52) A look at the ascension of Airbnb
(15:25) The impact of alternative accommodations
(17:15) Vanta - Get $1000 off your SOC 2 at https://vanta.com/twist
(18:21) AI's influence on user interfaces
(20:55) Uber's entry into travel and Uber’s everything app
(22:44) Competition in travel
(24:24) What makes for healthy M&A in the USA and thoughts on Lina Khan's strategy
(28:19) LinkedIn Marketing - Get a $100 LinkedIn ad credit at https://linkedin.com/thisweekinstartups
(29:44) Consequences of removing M&A from the table
(31:20) Trends in travel over the past two decades
(34:14) Advocating for a 32-hour work week in China and the four-day work week debate
(37:22) Job disruption due to AI and where will people shift to next
(41:01) DevSquad - Get an entire product team for the cost of one US developer plus 10% off at http://devsquad.com/twist
(42:19) Traits of generations X, Y, and Z in relation to entrepreneurship and capitalism
(45:34) Selecting company leaders and management techniques
(48:00) Recovering from COVID-19's impact on the travel industry
*
Read LAUNCH Fund 4 Deal Memo: https://www.launch.co/fourApply for Funding: https://www.launch.co/apply
Buy ANGEL: https://www.angelthebook.com
Great recent interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland, PrayingForExits, Jenny Lefcourt
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow Jason:
Twitter: https://twitter.com/jason
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
With Mercury Raise, startup founders no longer have to navigate roadblocks alone. Visit mercury.com/raise to get access to a network, connections, and advice.
Mercury is a financial technology company, not a bank. Banking services provided by Choice Financial Group and Evolve Bank & Trust; Members FDIC.
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*
Today’s show:
Sunny Madra joins Jason to demo an AI-enabled survey tool (1:31), ChatGPT’s multimodal UI feedback (44:58), Google generative image search (59:15), and much more!
*
Time stamps:
(0:00) Sunny Madra joins Jason
(1:31) Sunny demos Trove’s conversational surveys
(10:43) Final thoughts and grades for Trove
(17:43) Mercury Raise - Visit http://mercury.com/raise to get access to a network, connections, and advice
(19:07) Sunny demos the ChatGPT's multimodal calculator builder
(22:45) Microsoft reportedly losing $20/month per GitHub Copilot user
(28:58) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/twist
(30:20) Sunny demos SuperManage
(34:46) Grades for SuperManage
(43:30) Fitbod - Get 25% off at https://fitbod.me/twist
(44:58) Demo of ChatGPT's Multimodal UI feedback
(49:01) OpenAI’s business model
(54:09) Grades for ChatGPT Multimodal UI feedback
(59:15) Sunny demos Google’s generative image search
(1:02:12) Grades for Google’s generative image search
*
Check out Trove: https://gettrove.co/app/dashboard
Check out SuperManage: https://supermanage.ai/
*
Follow Sunny: https://twitter.com/sundeep
*
Read LAUNCH Fund 4 Deal Memo: https://www.launch.co/fourApply for Funding: https://www.launch.co/apply
Buy ANGEL: https://www.angelthebook.com
Great recent interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland, PrayingForExits, Jenny Lefcourt
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow Jason:
Twitter: https://twitter.com/jason
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
Codecademy. Build the future you want to see with Codecademy. Codecademy Pro helps you learn everything you’ll need to shape what comes next in the tech space. Try it free for 14 days. Visit Codecademy.com/TWiST
.Tech Domains has a new program called startups.tech, where you can get your startup featured on This Week in Startups. Go to startups.tech/jason to find out how!
Squarespace. Turn your idea into a new website! Go to Squarespace.com/TWIST for a free trial. When you’re ready to launch, use offer code TWIST to save 10% off your first purchase of a website or domain.
*
Today’s show:
Rewind CEO Dan Siroker joins Jason to discuss the new Rewind Pendant AI device that can record conversations (1:08), debate privacy and ethical concerns around covert recording (9:32), and much more!
*
Time stamps:
(0:00) Jason kicks off the show
(1:08) Dan breaks down the Rewind Pendant
(8:05) Codecademy - Try Codecademy Pro FREE for 14 days at http://codecademy.com/TWiST
(9:32) Privacy and ethical concerns around covert recording
(20:42) .Tech Domains - Apply to get your startup featured on This Week in Startups at https://startups.tech/jason
(21:47) Comparisons to products like Google Glass and Humane
(24:15) Design considerations and the best use cases for Rewind Pendant
(30:09) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/twist
(31:32) The need for thoughtful development of personal AI and the value of open feedback
*
Follow Dan: https://twitter.com/dsiroker
*
Read LAUNCH Fund 4 Deal Memo: https://www.launch.co/fourApply for Funding: https://www.launch.co/apply
Buy ANGEL: https://www.angelthebook.com
Great recent interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland, PrayingForExits, Jenny Lefcourt
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow Jason:
Twitter: https://twitter.com/jason
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
Catalog. Stop wasting time and money with expensive design firms and unreliable freelancers! Get fast, 3-day turnarounds for a flat monthly fee with Catalog! Get $1200 off right now at https://trycatalog.com/twist
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Roots. Invest in the only real estate investment trust that creates wealth for you and its residents at https://investwithroots.com/TWIST
*
Today’s show:
Jason is back to break down the news: Bill Ackman's SPARC (1:32), Unity CEO steps down due to developer revolt over pricing changes (15:33), the AI operating cost problem (32:17), the latest on SBF's trial (45:32), and more!
*
Time stamps:
(0:00) Jason kicks off the show
(1:32) Bill Ackman's SPARC
(14:02) Catalog - Get $1200 off right now at https://trycatalog.com/twist
(15:33) Unity CEO steps down over developer revolt, importance of getting pricing right
(24:44) Lemon.io - Get 15% off your first 4 weeks of developer time at https://lemon.io/twist
(26:05) Lyft looks to get rid of surge pricing
(32:17) Big tech firms are losing money on AI tools due to high operating costs
(37:10) Roots - Head to https://investwithroots.com/TWIST to sign up and start investing today
(38:43) Google's Project Green Light: AI is helping cities like Seattle reduce carbon emissions from cars by optimizing traffic lights
(45:32) SBF Trial Update
*
LINKS:
https://venturebeat.com/games/john-riccitiello-steps-down-as-ceo-of-unity-after-pricing-battle
https://unity.com/pricing#plans-individualsand-teams
https://www.axios.com/2023/09/13/unity-runtime-fee-policy-marc-whitten
https://twitter.com/InnerslothDevs/status/1701731398498013575
This Week in Startups is brought to you by…
Fount. Do you want access to the performance protocols that pro athletes and special ops use? With Fount, an elite military operator supercharges your focus, sleep, recovery, and longevity, all powered by your unique data. Want a true edge in work and life? Go to fount.bio/TWIST for $500 off.
Coda. A new doc that brings words, tables and teams together. All your valuable data, plans, objectives, and strategies in one place. Go to https://coda.io/twist to get a $1,000 credit!
Miro. Working remotely doesn’t mean you need to feel disconnected from your team. Miro is an online whiteboard that brings teams together - anytime, anywhere. Go to https://miro.com/startups to sign up for a FREE account with unlimited team members.
*
Today’s show:
Zach Coelius joins Jason to discuss the phases of early-stage startups (2:01), break down the state of VC (13:17), answer live questions from the audience (22:36), and much more!
*
Time stamps:
(0:00) Zach Coelius joins Jason
(2:01) The three phases of early-stage startups
(10:00) Fount - Get $500 off an executive health coach at https://fount.bio/twist
(11:31) Advantages that Builder/Founder startups possess
(13:17) The state of VC: The LP and GP relationship, post-ZIRP, and startup soft landings
(21:10) Coda - Get a $1,000 startup credit at https://coda.io/twist
(22:36) Question: How do you describe PMF in the simplest terms possible
(29:20) Question: How hard is it for first-time founders to raise pre-seed?
(39:46) Miro - Sign up for a free account at https://miro.com/startups
(41:11) Question: I will be in the Bay Area for two weeks… any advice on how to efficiently meet VCs to pitch my startup?
(45:56) Question: What are attributes of companies that are getting funded today? More stable and breakeven? Different industries? What is working today?
(54:49) Breaking news: Caroline Ellison, CEO of Alameda Research testifies for first time today in SBF’s trial
(1:01:49) Cruise robotaxi fleet deployed in San Francisco
*
Follow Zach: https://twitter.com/zachcoelius
*
Read LAUNCH Fund 4 Deal Memo: https://www.launch.co/four
Apply for Funding: https://www.launch.co/apply
Buy ANGEL: https://www.angelthebook.com
Great recent interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland, PrayingForExits, Jenny Lefcourt
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow Jason:
Twitter: https://twitter.com/jason
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
LinkedIn Marketing. To redeem a $100 LinkedIn ad credit and launch your first campaign, go to linkedin.com/thisweekinstartups
Vanta. Compliance and security shouldn't be a deal-breaker for startups to win new business. Vanta makes it easy for companies to get a SOC 2 report fast. TWiST listeners can get $1,000 off for a limited time at vanta.com/twist
CLA. Innovation takes balance. CLA's CPAs, consultants, and wealth advisors can help you get from startup to where you want to end up. Get started now at CLAconnect.com/tech
*
Today’s show:
Bill Gurley and Sunny Madra join Jason to discuss open-source AI vs. proprietary AI (1:12), friends and foes of open-source AI (5:42), and strategic choices companies make between open and closed approaches (9:48). Then, Sunny demos more AI tools (22:45), and much more!
*
Time stamps:
(0:00) Sunny Madra joins Jason
(1:12) Bill Gurley joins to break down open-source vs. proprietary AI
(5:42) Friends and foes of open-source AI
(8:17) LinkedIn Marketing - Get a $100 LinkedIn ad credit at https://linkedin.com/thisweekinstartups
(9:48) Strategic choices companies make between open and closed approaches
(21:37) Vanta - Get $1000 off your SOC 2 at https://vanta.com/twist
(22:45) Sunny demos LLaVA: Large Language and Vision Assistant
(29:56) CLA - Get started with CLA's CPAs, consultants, and wealth advisors now at https://claconnect.com/tech
(31:00) Sunny breaks down parameter models
(38:56) Companies manufacturing their own chips
(42:26) Sunny demos Mistral AI
(46:56) Jason and Sunny demo Meta AI on WhatsApp
(50:44) FTX and the SBF trial
*
Follow Bill: https://twitter.com/bgurley
Follow Sunny: https://twitter.com/sundeep
*
Check out LLaVA: https://llava-vl.github.io/
Check out Mistral: https://huggingface.co/spaces/Open-Orca/Mistral-7B-OpenOrca?utm_source=substack&utm_medium=email
*
Read LAUNCH Fund 4 Deal Memo: https://www.launch.co/four
Apply for Funding: https://www.launch.co/apply
Buy ANGEL: https://www.angelthebook.com
Great recent interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland, PrayingForExits, Jenny Lefcourt
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow Jason:
Twitter: https://twitter.com/jason
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
House of Macadamias is the next big health trend! Get a free month's supply of Macadamia Milk with any order at https://houseofmacadamias.com/twist by using code TWIST20!
Roots. Invest in the only real estate investment trust that creates wealth for you and its residents at https://investwithroots.com/TWIST
Embroker. The Embroker Startup Insurance Program helps startups secure the most important types of insurance at a lower cost and with less hassle. Save up to 20% off of traditional insurance today at Embroker.com/twist. While you’re there, get an extra 10% off using offer code TWIST.
*
Today’s show:
Jason breaks down the SBF trial (11:47), the peak of the crypto hype (19:15), and takes a few live questions (42:26)!
*
Time stamps:
(0:00) Jason kicks off the show
(1:42) Michael Lewis’ book and FTX’s downfall
(10:18) House of Macadamias - Get a free month's supply of Macadamia Milk with any order at https://houseofmacadamias.com/twist by using code TWIST20!
(11:47) SBF’s trial and the prosecutor's argument
(15:42) The reasons people flipped on SBF
(19:15) Crypto hype, wash trading, and the reason for regulations
(23:31) Roots - Head to https://investwithroots.com/TWIST to sign up and start investing today!
(25:05) The defense's argument
(28:49) How investors look at SBF and the importance of governance in a startup
(33:57) Embroker - Use code TWIST to get an extra 10% off insurance at https://Embroker.com/twist
(35:12) Witnesses and Jason's verdict prediction
(42:26) Questions from live audience!
*
Read LAUNCH Fund 4 Deal Memo: https://www.launch.co/four
Apply for Funding: https://www.launch.co/apply
Buy ANGEL: https://www.angelthebook.com
Great recent interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland, PrayingForExits, Jenny Lefcourt
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow Jason:
Twitter: https://twitter.com/jason
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
Embroker. The Embroker Startup Insurance Program helps startups secure the most important types of insurance at a lower cost and with less hassle. Save up to 20% off of traditional insurance today at Embroker.com/twist. While you’re there, get an extra 10% off using offer code TWIST.
With Mercury Raise, startup founders no longer have to navigate roadblocks alone. Visit mercury.com/raise to get access to a network, connections, and advice.
Mercury is a financial technology company, not a bank. Banking services provided by Choice Financial Group and Evolve Bank & Trust; Members FDIC.
NetSuite. Once your business gets to a certain size the cracks start to emerge. Things you used to do in a day take a week. You deserve a customized solution - and that's NetSuite. Learn more when you download NetSuite’s popular KPI Checklist - absolutely free, at NetSuite.com/twist.
*
Today’s show:
Jason breaks down Amazon’s Anthropic deal and the state of AI mega-rounds (5:29), Flexport’s growing pains through the lens of founding CEO vs. hired gun (24:58), and DoorDash’s new stealthy “Dine Out” feature (44:52).
*
Time stamps:
(0:00) Jason kicks off the show
(2:42) Recap of Anthropic's big week
(5:29) Amazon’s Anthropic deal and the state of AI mega-rounds
(7:35) Embroker - Use code TWIST to get an extra 10% off insurance at https://Embroker.com/twist
(9:04) Two major details in Amazon’s Anthropic deal
(18:57) Strategic investors and Anthropic’s corporate structure
(23:32) Mercury Raise - Visit http://mercury.com/raise to get access to a network, connections, and advice
(24:58) Flexport’s growing pains through the lens of founding CEO vs. hired gun
(35:17) Why Dave Clark being fired “for cause” instead of being allowed to resign matters
(38:20) NetSuite - Download your free KPI Checklist at http://netsuite.com/twist
(39:45) Flexport's offer to Clark
(44:52) DoorDash’s new stealthy “Dine Out!” feature
*
Reuters article: https://www.reuters.com/markets/deals/amazon-steps-up-ai-race-with-up-4-billion-deal-invest-anthropic-2023-09-25/
The Information article: https://www.theinformation.com/articles/openai-rival-anthropic-in-talks-to-raise-2-billion-from-google-others-as-ai-arms-race-accelerates
CNBC article: https://www.cnbc.com/2023/10/02/the-inside-story-of-dave-clarks-tumultuous-last-days-at-flexport.html
*
Read LAUNCH Fund 4 Deal Memo: https://www.launch.co/four
Apply for Funding: https://www.launch.co/apply
Buy ANGEL: https://www.angelthebook.com
Great recent interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland, PrayingForExits, Jenny Lefcourt
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow Jason:
Twitter: https://twitter.com/jason
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
Roots. Invest in the only real estate investment trust that creates wealth for you and its residents at https://investwithroots.com/TWIST
Squarespace. Turn your idea into a new website! Go to https://Squarespace.com/twist for a free trial. When you’re ready to launch, use offer code TWIST to save 10% off your first purchase of a website or domain.
LinkSquares. Life for in-house legal just got a whole lot easier. From contract creation to execution and more, LinkSquares is the go-to for all your legal needs. Learn more at https://linksquares.com/twist
*
Today’s show:
Kayak CEO Steve Hafner joins Jason to discuss the current landscape of the travel industry (1:56), its economic dynamics (17:40), emerging trends in hospitality (41:08), and much more!
*
Time stamps:
(0:00) Kayak CEO Steve Hafner joins Jason
(1:56) The state of the travel industry today and the adoption of AI
(10:50) Roots - Head to https://investwithroots.com/TWIST to sign up and start investing today!
(12:15) Navigating shifts in UI and building bulletproof features for at-scale companies
(15:32) Kayak's response to the impact of Covid-19 on the industry
(17:40) The economics of the travel industry
(28:14) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/twist
(29:36) OpenTable, diner ratings, and the advent of QR code ordering
(34:29) The drive behind OpenTable's revenue stream and product adoption
(39:54) LinkSquares - The go-to for all your legal needs; learn more at https://linksquares.com/twist
(41:08) Hospitality trends in hotels
(50:02) The impact of AI gains on Kayak’s operations
*
Follow Steve: https://twitter.com/shafner
*
Read LAUNCH Fund 4 Deal Memo: https://www.launch.co/four
Apply for Funding: https://www.launch.co/apply
Buy ANGEL: https://www.angelthebook.com
Great recent interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland, PrayingForExits, Jenny Lefcourt
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow Jason:
Twitter: https://twitter.com/jason
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Follow TWiST:
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*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
Vanta. Compliance and security shouldn't be a deal-breaker for startups to win new business. Vanta makes it easy for companies to get a SOC 2 report fast. TWiST listeners can get $1,000 off for a limited time at https://vanta.com/twist
LinkedIn Jobs. A business is only as strong as its people, and every hire matters. Go to https://LinkedIn.com/TWIST to post your first job for free. Terms and conditions apply.
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*
Today’s show:
Sunny joins Jason for more demos! Microsoft’s Windows 11 Copilot (2:42), ChatGPT’s multimodal features (28:37), and Meta’s new AI chatbots (1:04:34) are all covered!!
*
Time stamps:
(0:00) Sunny Madra joins Jason
(2:42) Sunny demos Windows 11 Copilot preview
(9:48) Vanta - Get $1000 off your SOC 2 at https://vanta.com/twist
(10:55) Windows 11 Copilot to desktop interaction and areas needing improvement
(15:06) Consequences of recording desktop interactions for AI and the final grade for Windows 11 Copilot
(27:17) LinkedIn Jobs - Post your first job for free at https://linkedin.com/twist
(28:37) Sunny demos ChatGPT’s multimodal features
(36:32) Fitbod - Get 25% off at https://fitbod.me/twist
(38:01) Job destruction and AI’s effects on the workplace
(43:57) The utilization of multiple AI agents
(46:05) ChatGPT’s voice chat feature
(52:24) Personalization and the path to AGI
(1:02:09) Common Crawl and use of web crawl data
(1:04:34) Meta’s new AI chatbots
*
Follow Sunny: https://twitter.com/sundeep
Check out Definitive Intelligence: https://www.definitive.io/
*
Read LAUNCH Fund 4 Deal Memo: https://www.launch.co/four
Apply for Funding: https://www.launch.co/apply
Buy ANGEL: https://www.angelthebook.com
Great recent interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland, PrayingForExits, Jenny Lefcourt
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow Jason:
Twitter: https://twitter.com/jason
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Follow TWiST:
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*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
Supergut is the only nutrition brand clinically-proven to improve digestion, balance blood sugar, sustain energy, and manage weight. Save 25% on their delicious shakes, bars, and prebiotic mix at https://Supergut.com with code TWIST.
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*
Today's show:
Jason kicks off the show by discussing the reported talks between OpenAI, Jony Ive, and Masayoshi Son to build the "iPhone of AI” (1:17), and the FTC’s antitrust lawsuit against Amazon (9:45). Then, Roam Around CEO Shie Gabbai joins Jason to discuss the journey of doing a travel startup in the AI space (20:53), and much more!
*
Time stamps:
(0:00) Jason kicks off the show
(1:17) OpenAI in advanced talks with Jony Ive and Masayoshi Son, aiming to Raise $1 Billion for the "iPhone of AI”
(8:13) Supergut - Get 25% off with code TWIST at https://supergut.com
(9:45) The FTC and 17 states have brought an antitrust lawsuit against Amazon and Lina Khan's agenda
(13:48) Quick recap of Lina Khan’s results so far as FTC chair and the tactics used in the Amazon lawsuit
(19:24) Catalog - Get $1200 off right now at https://trycatalog.com/twist
(20:53) Roam Around CEO Shie Gabbai joins Jason
(23:51) Shie demos Roam Around and explains the driving idea behind the app
(27:23) The emergence of multimodal LLMs and other technological advancements
(31:46) Business model, additional product features, and the path ahead
(37:01) Codecademy - Try Codecademy Pro FREE for 14 days at http://codecademy.com/TWiST
(38:21) The B2B side of AI and the travel industry's tension with Google
*
Follow Shie: https://twitter.com/Shie_eth
Check out Roam Around: https://www.roamaround.io
*
Read LAUNCH Fund 4 Deal Memo: https://www.launch.co/four
Apply for Funding: https://www.launch.co/apply
Buy ANGEL: https://www.angelthebook.com
Great recent interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland, PrayingForExits, Jenny Lefcourt
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow Jason:
Twitter: https://twitter.com/jason
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
OpenPhone. Create business phone numbers for you and your team that work through an app on your smartphone or desktop. TWiST listeners can get an extra 20% off any plan for your first 6 months at openphone.com/twist
.Tech Domains has a new program called startups.tech, where you can get your startup featured on This Week in Startups. Go to startups.tech/jason to find out how!
Mercury. 90% of startups fail. Just 10 out of every 100 make it. Mercury exists to close that gap — helping companies succeed with banking and credit cards engineered for the startup journey. Join over 100,000 companies banking with Mercury at http://mercury.com
Mercury is a financial technology company, not a bank. Banking services provided by Choice Financial Group and Evolve Bank & Trust; Members FDIC.
*
Today’s show:
Kelly Schricker joins Jason to kick off another startup pitch competition featuring four companies from Founder University Cohorts 5 and 6!
*
Time stamps:
(0:00) Jason and Kelly kick off another startup pitch competition!
(6:52) Why founding teams have an advantage over solo founders
(11:47) OpenPhone - Get 20% off your first six months at https://openphone.com/twist
(13:18) Founder University's program, and crafting the best pitch for your company
(22:24) .Tech Domains - Apply to get your startup featured on This Week in Startups at https://startups.tech/jason
(23:38) Jason Kappes pitches Newcomer Games
(25:58) Jason’s feedback for Newcomer Games
(32:24) Mercury - Join 100K+ startups banking with Mercury at http://mercury.com
(33:36) Matthew Majcher pitches Scrumly
(35:43) Jason’s feedback for Scrumly
(40:41) Jared Rosen pitches HomeScore
(42:59) Jason’s feedback for HomeScore
(52:21) Phoenix Do pitches Fitted
(54:26) Jason’s feedback for Fitted
(1:08:49) Kelly and Jason review the four companies and their pitches
(1:16:16) Jason picks his winning startup!
*
Check out Newcomer Games: https://newcomergames.com
Check out Scrumly: https://www.scrumly.ai
Check out HomeScore: https://homescore.co
Check out Fitted: https://www.fittedcollective.com
*
Follow Kelly: https://twitter.com/KSchricks
*
Read LAUNCH Fund 4 Deal Memo: https://www.launch.co/four
Apply for Funding: https://www.launch.co/apply
Buy ANGEL: https://www.angelthebook.com
Great recent interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland, PrayingForExits, Jenny Lefcourt
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow Jason:
Twitter: https://twitter.com/jason
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
Vanta. Compliance and security shouldn't be a deal-breaker for startups to win new business. Vanta makes it easy for companies to get a SOC 2 report fast. TWiST listeners can get $1,000 off for a limited time at vanta.com/twist.
The Embroker Startup Insurance Program helps startups secure the most important types of insurance at a lower cost and with less hassle. Save up to 20% off of traditional insurance today at Embroker.com/twist. While you’re there, get an extra 10% off using offer code TWIST.
Fount. Do you want access to the performance protocols that pro athletes and special ops use? With Fount, an elite military operator supercharges your focus, sleep, recovery, and longevity, all powered by your unique data. Want a true edge in work and life? Go to fount.bio/twist for $500 off.
*
Today’s show:
Plaid CEO Zach Perret joins Jason to break down the behind-the-scenes details of Plaid’s canceled merger with Visa (1:21), Plaid’s origin story (16:44), tactics on growing a community within your early customer base (27:36), and more!
*
FOLLOW Zach: https://twitter.com/zachperret
*
Time stamps:
(0:00) Jason welcomes Plaid CEO Zach Perret!
(1:21) Plaid's canceled Visa merger, coming out the other side of a canceled acquisition stronger
(11:30) Vanta - Get $1000 off your SOC 2 at https://vanta.com/twist
(12:36) Zach breaks down Plaid's product and business
(16:44) Plaid's origin story
(26:08) Embroker - Use code TWIST to get an extra 10% off insurance at https://embroker.com/twist
(27:36) Tactics for growing a community within your customer base
(35:24) Competition, specifically from financial giants
(38:58) Fount - Get $500 off an executive health coach at https://fount.bio/twist
(40:28) FedNow, CBDCs, and the next evolution of payment rails
(50:13) Silicon Valley Bank implosion from Plaid's POV
(53:17) Surviving 2022, and the future of fintech in 2023 and beyond
*
Read LAUNCH Fund 4 Deal Memo: https://www.launch.co/four
Apply for Funding: https://www.launch.co/apply
Buy ANGEL: https://www.angelthebook.com
Great recent interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland, PrayingForExits, Jenny Lefcourt
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow Jason:
Twitter: https://twitter.com/jason
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
CLA. Innovation takes balance. CLA's CPAs, consultants, and wealth advisors can help you get from startup to where you want to end up. Get started now at https://CLAconnect.com/tech
Codecademy. Build the future you want to see with Codecademy. Codecademy Pro helps you learn everything you’ll need to shape what comes next in the tech space. Try it free for 14 days. Visit https://Codecademy.com/TWiST
LinkSquares. Life for in-house legal just got a whole lot easier. From contract creation to execution and more, LinkSquares is the go-to for all your legal needs. Learn more at https://linksquares.com/twist
*
Today’s show:
Grammarly CEO Rahul Roy-Chowdhury joins Jason to discuss his journey to CEO (15:28), Grammarly’s product features (26:20), AI integrations (32:28), and much more!
*
Time stamps:
(0:00) Grammarly CEO Rahul Roy-Chowdhury joins Jason
(4:19) Rahul's start in tech and his time on the Google Chrome team.
(8:57) CLA - Get started with CLA's CPAs, consultants, and wealth advisors now at https://claconnect.com/tech
(10:24) The Chrome team and Chrome OS
(15:28) Journey to Grammarly CEO
(19:29) Exploring applications and platforms for Grammarly
(25:05) LinkSquares - The go-to for all your legal needs, learn more at https://linksquares.com/twist
(26:20) The product roadmap and what draws people into Grammarly
(35:04) Grammarly's business and enterprise offerings
(37:32) Codecademy - Try Codecademy Pro FREE for 14 days at http://codecademy.com/TWiST
(38:53) Product Features: Knowledge Share and Grammarly Goals
(42:28) The addition of Grammarly Go and the LLM powering it
(47:12) Controversial product features
(54:17) When to use the native desktop application and extensions
(57:13) Future integration of AI and the path ahead
*
Follow Rahul: https://twitter.com/rahulrc
*
Read LAUNCH Fund 4 Deal Memo: https://www.launch.co/four
Apply for Funding: https://www.launch.co/apply
Buy ANGEL: https://www.angelthebook.com
Great recent interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland, PrayingForExits, Jenny Lefcourt
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow Jason:
Twitter: https://twitter.com/jason
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
LinkedIn Marketing. To redeem a $100 LinkedIn ad credit and launch your first campaign, go to linkedin.com/thisweekinstartups
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Roots. Invest in the only real estate investment trust that creates wealth for you and its residents at https://investwithroots.com/TWIST
*
Today’s show:
Sunny Madra joins Jason to discuss Google's recently launched Bard Extensions (2:27), demo AI tools (49:02), and much more!
*
Time stamps:
(0:00) Sunny Madra joins Jason
(2:27) Demo of recently released Google Bard Extensions
(7:51) LinkedIn Marketing - Get a $100 LinkedIn ad credit at https://linkedin.com/thisweekinstartups
(9:23) Demo of Google Bard Extensions continued (Google Maps)
(20:07) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/twist
(21:30) Demo of Google Bar Extensions (Gmail and YouTube)
(33:58) Roots - Head to https://investwithroots.com/TWIST to sign up and start investing today!
(35:23) Jason and Sunny grade and share opinions on Google Bard Extensions
(41:24) Microsoft Copilot
(43:01) YouTube Create, YouTube’s editing app for mobile creators
(49:02) Jason demos VENDOR
(52:21) Sunny demos SEC Insights
*
Check out Google Bard Extensions: https://www.bard.google.com
Check out yc.v.inc: https://www.yc.v.inc
Check out Microsoft Copilot: https://blogs.microsoft.com/blog/2023/09/21/announcing-microsoft-copilot-your-everyday-ai-companion/
Check Out YouTube Create: https://blog.youtube/news-and-events/made-on-youtube-2023/
Check out SEC Insights: https://www.secinsights.ai/
*
Follow Sunny: https://twitter.com/sundeep
Check out Definitive Intelligence: https://www.definitive.io/about
*
Read LAUNCH Fund 4 Deal Memo: https://www.launch.co/four
Apply for Funding: https://www.launch.co/apply
Buy ANGEL: https://www.angelthebook.com
Great recent interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland, PrayingForExits, Jenny Lefcourt
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow Jason:
Twitter: https://twitter.com/jason
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
MasterClass. Learn from the world’s best minds - anytime, anywhere, and at your own pace. Get 15% off an annual membership to MasterClass at https://masterclass.com/startups
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Corient - Speak with one of Corient's wealth management advisors today at http://corient.com
*
Today’s show:
Jason goes live to break down Cisco acquiring Splunk and what this means for the broader M&A market (3:56), the latest IPO trends (13:50), WaPo tactics against Dave Portnoy (16:14), and questions asked by the live audience (23:52)!
*
Time stamps:
(0:00) Jason kicks off the show!
(3:56) Cisco acquires Splunk for $28B
(7:07) MasterClass - Get 15% off an annual membership at https://masterclass.com/startups
(8:36) Instacart’s IPO and why CPG is a major advertising category
(13:50) IPO trends and what that means for the startup market
(16:14) WaPo tactics against Dave Portnoy
(22:26) Masterworks - Skip the waitlist to invest in fine art using at https://Masterworks.com/twist
(23:52) Questions from live audience: "Do VCs ever go back to previous business trends or does everyone focus exclusively on the it-thing like AI today?”
(26:05) "How do startups outside Silicon Valley access VC funding, or do you just have to make the journey there?”
(27:10) "Heard you say you believe we still have six months of this down market. What makes you arrive at this prediction...?”
(30:57) "Since you invest in so many companies each year, how do you find alpha and separate these startups from each other?”
(33:49) Corient - Speak with one of Corient's wealth management advisors today at http://corient.com
(34:49) Why is Jason doing the cloud kitchen incubator?
(38:19) "Do you believe there should be guardrails on AI or as little regulation as possible to help spur innovation?”
(40:40) " Which areas do you recommend founders to cut burn that impacts growth released?”
(42:24) "Interest is forbidden in Islam, but I really want to invest or create an investment group without interest. Is this possible?”
(44:14) "How do you advise founders to solve disagreements internally?”
(45:39) "What is a book that you've read recently that you would highly recommend?”
(45:56) "Do you think the UK is underperforming when it comes to unicorns and big impact on startups?”
*
Read LAUNCH Fund 4 Deal Memo: https://www.launch.co/four
Apply for Funding: https://www.launch.co/apply
Buy ANGEL: https://www.angelthebook.com
Great recent interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland, PrayingForExits, Jenny Lefcourt
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow Jason:
Twitter: https://twitter.com/jason
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
LinkedIn Jobs. A business is only as strong as its people, and every hire matters. Go to https://LinkedIn.com/TWIST to post your first job for free. Terms and conditions apply.
.Tech Domains has a new program called startups.tech, where you can get your startup featured on This Week in Startups. Go to https://startups.tech/jason to find out how!
Supergut is the only nutrition brand clinically-proven to improve digestion, balance blood sugar, sustain energy, and manage weight. Save 25% on their delicious shakes, bars, and prebiotic mix at https://Supergut.com with code TWIST.
*
Today’s show:
Replit CEO Amjad Masad joins Jason to discuss the latest developments in IDEs (3:04), leveraging AI for coding (11:48), Replit’s Ghostwriter (23:40), and much more!
*
Time stamps:
(0:00) Replit CEO Amjad Masad joins Jason
(3:04) The origin of integrated development environments (IDEs) uses and importance for developers
(6:44) IntelliSense, Replit's Ghostwriter and other debugging tools
(10:28) LinkedIn Jobs - Post your first job for free at https://linkedin.com/twist
(11:48) Leveraging AI in suggestion tools and coding platforms
(14:17) The role of autonomous agents in startup development
(19:20) Replit's Bounties platform and Replit's mission to build artificial developer intelligence (ADI)
(22:25) .Tech Domains - Apply to get your startup featured on This Week in Startups at https://startups.tech/jason
(23:40) Amjad Masad demos Replit's Ghostwriter and other apps
(31:46) Getting more people to become developers and low-code platforms
(36:35) Supergut - Get 25% off with code TWIST at https://supergut.com
(38:06) “Make Something Wonderful” Steve Jobs in his own words
(43:56) The human mind and the origin of Amjad's passion for computers
(48:22) Embracing AI and the resulting changes at Replit
(55:27) Paradigm shifts in Hollywood and tech
(1:03:06) thebrain.com
*
Check out Replit: https://replit.com
Follow Amjad: https://twitter.com/amasad
*
Read LAUNCH Fund 4 Deal Memo: https://www.launch.co/four
Apply for Funding: https://www.launch.co/apply
Buy ANGEL: https://www.angelthebook.com
Great recent interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland, PrayingForExits, Jenny Lefcourt
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow Jason:
Twitter: https://twitter.com/jason
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
Miro. Working remotely doesn't mean you need to feel disconnected from your team. Miro is an online whiteboard that brings teams together - anytime, anywhere. Go to https://miro.com/startups to sign up for a FREE account with unlimited team members.
Vanta. Compliance and security shouldn't be a deal-breaker for startups to win new business. Vanta makes it easy for companies to get a SOC 2 report fast. TWiST listeners can get $1,000 off for a limited time at https://vanta.com/twist
Mercury. 90% of startups fail. Just 10 out of every 100 make it. Mercury exists to close that gap — helping companies succeed with banking and credit cards engineered for the startup journey. Join over 100,000 companies banking with Mercury at http://mercury.com
Mercury is a financial technology company, not a bank. Banking services provided by Choice Financial Group and Evolve Bank & Trust; Members FDIC.
*
Today's show:
Benchmark's Sarah Tavel joins Jason to discuss the state of VC (1:57), her time at Benchmark (13:33), her recent Substack blogs (31:51), AI's impact on startups (44:31), and much more!
*
Time stamps:
(0:00) Benchmark's Sarah Tavel joins Jason
(1:57) The state of VC and the biggest things founders have had to contend with
(12:08) Miro - Sign up for a free account at https://miro.com/startups
(13:33) Benchmark's culture
(21:35) Evolving trends in VC
(24:37) Vanta - Get $1000 off your SOC 2 at https://vanta.com/twist
(25:45) Tradeoffs and common VC mistakes
(31:51) Sarah's Substack blogs and the inspiration behind her writing
(35:42) Mercury - Join 100K+ startups banking with Mercury at http://mercury.com
(36:54) Entrepreneurship in 2023 and the importance of a founder's long-term vision
(44:31) Technology catalysts and how AI is impacting startups
(58:36) Business models, the amount of developers needed, and navigating funding rounds
(1:04:42) The complexities of strategic partnerships and corporate VC
(1:14:54) M&A in the era of Lina Kahn and looking at the macro picture as an investor
*
Follow Sarah: https://twitter.com/sarahtavel
Check out Sarah's Substack: https://www.sarahtavel.com
*
Read LAUNCH Fund 4 Deal Memo: https://www.launch.co/four
Apply for Funding: https://www.launch.co/apply
Buy ANGEL: https://www.angelthebook.com
Great recent interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland, PrayingForExits, Jenny Lefcourt
Check out Jason's suite of newsletters: https://substack.com/@calacanis
*
Follow Jason:
Twitter: https://twitter.com/jason
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
Embroker. The Embroker Startup Insurance Program helps startups secure the most important types of insurance at a lower cost and with less hassle. Save up to 20% off of traditional insurance today at Embroker.com/twist. While you’re there, get an extra 10% off using offer code TWIST.
Lemon.io - Hire pre-vetted remote developers, get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
LinkSquares. Life for in-house legal just got a whole lot easier. From contract creation to execution and more, LinkSquares is the go-to for all your legal needs. Learn more at linksquares.com/twist
*
Today’s show:
Oura CEO Tom Hale joins Jason to discuss his journey to becoming CEO of Oura (3:02), subscription-based business models (7:05), navigating ZIRP (39:37), the challenges of scaling a hardware business (45:00), and so much more!
*
Time stamps:
(0:00) Oura CEO Tom Hale joins Jason
(3:02) Tom's journey to becoming CEO
(7:05) The significance of subscription models for business operations & product innovation
(11:28) Embroker - Use code TWIST to get an extra 10% off insurance at https://Embroker.com/twist
(12:57) Oura's subscription-based business model
(23:04) Cultivating positive habits & Oura’s advanced tracking features
(26:26) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
(27:47) Leading a company and instilling core values
(34:51) The impact of pausing marketing & harnessing the power of virality
(38:20) LinkSquares - The go-to for all your legal needs, learn more at https://linksquares.com/twist
(39:37) The ZIRP phenomenon and the challenges of scaling up
(45:00) Finding a strong product-market fit
(53:35) Merging personalization with consumer-focused approaches in healthcare
(1:03:45) Oura’s company culture
*
Check out Oura: https://ouraring.com
Follow Tom: https://twitter.com/tomeghale
*
Read LAUNCH Fund 4 Deal Memo: https://www.launch.co/four
Apply for Funding: https://www.launch.co/apply
Buy ANGEL: https://www.angelthebook.com
Great recent interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland, PrayingForExits, Jenny Lefcourt
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow Jason:
Twitter: https://twitter.com/jason
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
Squarespace. Turn your idea into a new website! Go to Squarespace.com/TWIST for a free trial. When you’re ready to launch, use offer code TWIST to save 10% off your first purchase of a website or domain.
OpenPhone. Create business phone numbers for you and your team that work through an app on your smartphone or desktop. TWiST listeners can get an extra 20% off any plan for your first 6 months at openphone.com/twist
Fitbod. Tired of doing the same workouts at the gym? Fitbod will build you personalized workouts that help you progress with every set. Get 25% off your subscription or try out the app for FREE when you sign up now at fitbod.me/TWIST.
*
Today’s show:
Sunny Madra joins Jason to discuss Sunny’s All-In Summit experience (1:34), OpenAI’s race to beat Google in launching the first multimodal LLM (9:07), whether generative AI needs a UI shift (33:00), and much more!
*
Time stamps:
(0:00) Sunny Madra joins Jason
(1:34) All-In Summit 2023 recap and Sunny’s experience
(7:44) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/TWIST
(9:07) OpenAI’s race to beat Google in launching the first multimodal LLM
(14:42) Experiences with image-generating AI and Midjourney's interface
(19:23) The culture at Apple and where risk aversion sets them back
(22:32) OpenPhone - Get 20% off your first six months at https://openphone.com/twist
(24:03) Google’s advantages and chances against OpenAI in multimodal LLMs
(31:30) Fitbod - Get 25% off at https://fitbod.me/twist
(33:00) UI developments and what sets multimodal LLMs apart
(44:22) ChatGPT Enterprise
(45:37) Sunny demos Canva’s ChatGPT plugin
(55:00) Code LLaMa's potential and Falcon 180B’s unique features
(59:41) Sunny demos Headshots AI
*
Follow Sunny: https://twitter.com/sundeep
*
Check out Headshots AI: https://headshots-starter.vercel.app/overview
Check out Falcon 180B: https://falconllm.tii.ae/
*
Read LAUNCH Fund 4 Deal Memo: https://www.launch.co/four
Apply for Funding: https://www.launch.co/apply
Buy ANGEL: https://www.angelthebook.com
Great recent interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland, PrayingForExits, Jenny Lefcourt
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow Jason:
Twitter: https://twitter.com/jason
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
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*
Today’s show:
Avnos CEO Will Kain joins Jason to discuss the importance of direct air capture technology for our planet (4:07), CO2's relationship to climate change (11:02), the path to reaching net zero (36:45), and much more!
*
Time stamps:
(0:00) Avnos CEO Will Kain joins Jason
(4:07) What carbon capture is and what makes it important
(6:15) The high levels of CO2 in the atmosphere
(9:46) LinkedIn Jobs - Post your first job for free at https://linkedin.com/unicorn
(11:02) CO2’s relationship to climate change
(19:05) Fount - Get $500 off at https://fount.bio/twist
(20:36) Direct air capture (DAC) technology developments and the cost of carbon capture
(26:17) What is takes to power a DAC system, resource efficiency, and Avnos’ unique HDAC
(32:33) Environmental conditions for DAC
(35:16) Catalog - Get $1200 off right now at https://trycatalog.com/twist
(36:45) The path to reaching net zero
(38:49) Monetization strategies
(42:46) The section 45Q tax credit legislation and the VC angle
(50:48) Avnos’ number one goal
(55:44) Mastering natural systems
(59:36) AI’s impact on DAC technology
*
Check out Avnos: https://www.avnos.com
*
Read LAUNCH Fund 4 Deal Memo: https://www.launch.co/four
Apply for Funding: https://www.launch.co/apply
Buy ANGEL: https://www.angelthebook.com
Great recent interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland, PrayingForExits, Jenny Lefcourt
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow Jason:
Twitter: https://twitter.com/jason
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
Squarespace. Turn your idea into a new website! Go to http://squarespace.com/TWIST for a free trial. When you’re ready to launch, use offer code TWIST to save 10% off your first purchase of a website or domain.
Plunge. Go to https://plunge.com and use code twist150 for $150 off your cold plunge tub.
NetSuite, by Oracle. The business management software that handles every aspect of your business in an easy-to-use cloud platform. Schedule a FREE product tour and receive your FREE guide: “Seven Actions Businesses Need to Take Now” at NetSuite.com/TWIST.
*
Today’s show:
Boll & Branch CEO Scott Tannen joins Jason to discuss taking control of the supply chain (11:40), building a trusted brand through transparency (18:12), the importance of boots-on-the-ground methodology (28:02), and much more!
*
Time stamps:
(0:00) Boll & Branch CEO Scott Tannen joins Jason
(3:12) Boll & Branch’s position in the market
(4:53) The origin story, insights gained about supply chains, and increasing product quality
(10:17) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/TWIST
(11:40) Going deep into the supply chain dynamics and Boll & Branch’s key innovation
(16:05) The benefits of organic cotton and creating a cost of goods advantage
(18:12) How traceability sets Boll & Branch apart as a textile brand
(24:40) Plunge - Go to https://plunge.com and use code twist150 for $150 off
(26:11) Hotels and the hospitality business
(28:02) The importance of Fairtrade certification and the boots-on-the-ground methodology
(38:33) NetSuite - Download your free KPI Checklist at http://netsuite.com/twist
(40:04) Human rights, inclusion, and global wages
(45:10) The impact of inflation post-covid and the changes in consumer behavior
(46:48) The cost of marketing and the channels that work
*
Check out Boll & Branch: https://www.bollandbranch.com/
FOLLOW Scott: https://twitter.com/scotttannen
*
Read LAUNCH Fund 4 Deal Memo: https://www.launch.co/four
Apply for Funding: https://www.launch.co/apply
Buy ANGEL: https://www.angelthebook.com
Great recent interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland, PrayingForExits, Jenny Lefcourt
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow Jason:
Twitter: https://twitter.com/jason
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
Roots. Invest in the only real estate investment trust that creates wealth for you and its residents at https://investwithroots.com/TWIST
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LinkedIn Marketing. To redeem a $100 LinkedIn ad credit and launch your first campaign, go to https://linkedin.com/thisweekinstartups
*
Today’s show:
Modular CEO Chris Lattner joins Jason to discuss the process of building LLMs (8:14), what caused Nvidia to be entrenched in machine learning today (35:37), the AI wrapper debate (41:44), and much more!
*
Time stamps:
(0:00) Modular CEO Chris Lattner joins Jason
(2:24) Where hardware and optimization stand today
(8:14) What goes into deploying and distributing an AI model into a product
(10:32) Roots - Head to https://investwithroots.com/TWIST to sign up and start investing today!
(12:02) Why companies make their own machine-learning software
(14:32) Nvidia’s outlook on what Modular is building
(18:46) Chris’s time at Apple
(20:05) Strategies for reducing complexity
(22:53) Awareness of underlying complexities in the technology stack
(25:14) Supergut - Get 30% off with code TWIST at https://supergut.com
(26:46) What it will look like in five to ten years; Increase consumption by creating new categories
(31:29) The open-source community; RISC-V and Arm
(34:15) LinkedIn Marketing - Get a $100 LinkedIn ad credit at https://linkedin.com/thisweekinstartups
(35:37) How Nvidia secured its position
(38:21) The AlexNet moment
(41:44) The AI wrapper debate
(44:32) OpenAI moving from non-profit to profit and open to closed-system
(46:32) The lack of programmers and the ability to do more with less
(52:09) Modular Mojo and other developments
*
Check out Modular: https://www.modular.com/
FOLLOW Chris: https://twitter.com/clattner_llvm
*
Read LAUNCH Fund 4 Deal Memo: https://www.launch.co/four
Apply for Funding: https://www.launch.co/apply
Buy ANGEL: https://www.angelthebook.com
Great recent interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland, PrayingForExits, Jenny Lefcourt
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow Jason:
Twitter: https://twitter.com/jason
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
Vanta. Compliance and security shouldn't be a deal-breaker for startups to win new business. Vanta makes it easy for companies to get a SOC 2 report fast. TWiST listeners can get $1,000 off for a limited time at https://vanta.com/twist
Lemon.io - Hire pre-vetted remote developers, get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
CLA. Innovation takes balance. CLA's CPAs, consultants, and wealth advisors can help you get from startup to where you want to end up. Get started now at htttps://CLAconnect.com/tech
*
Today’s show:
Zeke Faux, the author of “Number Go Up: Inside Crypto’s Wild Rise and Staggering Fall,” joins Jason to discuss crypto’s crazy rise and fall (3:58), how SBF learned to play the game (16:22), red flags at Tether (26:13), and so much more!
*
Time stamps:
(0:00) Zeke Faux, the author of “Number Go Up” joins Jason
(3:58) Meeting Sam Bankman-Fried in the Bahamas and first impressions
(10:23) Vanta - Get $1000 off your SOC 2 at https://vanta.com/twist
(11:30) SBF, his colleagues, and a hint of substance abuse
(16:22) The group psychosis and how they learned to play the game
(24:51) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
(26:13) Operations and red flags at Tether
(35:44) CLA - Get started with CLA's CPAs, consultants, and wealth advisors now at https://claconnect.com/tech
(37:15) Revisiting Zeke’s investigative journalism in Cambodia
(44:16) From organized crime to legitimate business
(46:59) Terraform Labs and the collapse of Luna
(49:05) The VC perspective and regulations in place
*
Buy Number Go Up: https://www.amazon.com/Number-Go-Up-Cryptos-Staggering/dp/0593443810
FOLLOW Zeke: https://twitter.com/ZekeFaux
*
Read LAUNCH Fund 4 Deal Memo: https://www.launch.co/four
Apply for Funding: https://www.launch.co/apply
Buy ANGEL: https://www.angelthebook.com
Great recent interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland, PrayingForExits, Jenny Lefcourt
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow Jason:
Twitter: https://twitter.com/jason
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
OpenPhone. Create business phone numbers for you and your team that work through an app on your smartphone or desktop. TWiST listeners can get an extra 20% off any plan for your first 6 months at openphone.com/twist.
Embroker. The Embroker Startup Insurance Program helps startups secure the most important types of insurance at a lower cost and with less hassle. Save up to 20% off of traditional insurance today at Embroker.com/twist. While you’re there, get an extra 10% off using offer code TWIST.
LinkSquares. Life for in-house legal just got a whole lot easier. From contract creation to execution and more, LinkSquares is the go-to for all your legal needs. Learn more at linksquares.com/twist.
*
Today’s show:
Palo Alto Networks CEO Nikesh Arora joins Jason to discuss his time as head of Google Europe (2:26), strategies learned from Larry Page (15:23), precision AI’s role in cybersecurity (43:14), and much more!
*
Time stamps:
(0:00) Palo Alto Networks CEO Nikesh Arora joins Jason
(2:26) Becoming head of Google Europe and meeting Eric Schmidt, Larry Page and Sergey Brin
(10:15) OpenPhone - Get 20% off your first six months at https://openphone.com/twist
(11:46) Maintaining Google’s culture in Europe and the hiring process
(15:23) Applying strategies learned from Larry Page to Palo Alto Networks
(17:59) Sub-categories of EQ manifested in the workplace
(22:12) Embroker - Use code TWIST to get an extra 10% off insurance at https://Embroker.com/twist
(23:41) What led Nikesh to be CEO of one of the top Cybersecurity firms
(30:24) Cybersecurity against artificial intelligence
(35:31) The SEC’s mandate on breach reporting
(38:35) LinkSquares - The go-to for all your legal needs, learn more at https://linksquares.com/twist
(39:51) The SEC’s mandate on breach reporting continued
(45:54) Gains from AI and what it means for organizations
(43:14) Precision AI’s role in security
(53:14) The future of AI technology and the battle of the chatbots
(57:41) Nikesh’s time at SoftBank working directly with Masayoshi Son
*
FOLLOW Nikesh: https://twitter.com/nikesharora
*
Read LAUNCH Fund 4 Deal Memo: https://www.launch.co/four
Apply for Funding: https://www.launch.co/apply
Buy ANGEL: https://www.angelthebook.com
Great recent interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland, PrayingForExits, Jenny Lefcourt
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow Jason:
Twitter: https://twitter.com/jason
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
Embroker. The Embroker Startup Insurance Program helps startups secure the most important types of insurance at a lower cost and with less hassle. Save up to 20% off of traditional insurance today at Embroker.com/twist. While you’re there, get an extra 10% off using offer code TWIST.
.Tech domains are the go-to namespace to build anything in tech… and home to the world’s most innovative startups. Secure your .Tech domain today and lock down a 1-year domain for $10, or a 5-year domain for $50 at https://go.tech/TWIST today!
Plunge. Go to https://plunge.com and use code twist150 for $150 off your cold plunge tub.
*
Today’s show:
Poshmark CEO Manish Chandra joins Jason to discuss the expansion of the “Circular Economy” (2:47), consumer-to-consumer shopping (18:30), building a community with Poshmark (32:59), and much more!
*
Time stamps:
(0:00) Poshmark CEO Manish Chandra joins Jason
(2:47) The expansion of the "Circular Economy" and what drives consumers towards Poshmark
(6:31) The most popular shopping categories and Poshmark’s day one vision
(11:51) Embroker - Use code TWIST to get an extra 10% off insurance at https://Embroker.com/twist
(13:20) Impact of the fast fashion movement
(20:56) Global shipping and areas for optimization
(24:38) Poshmark introducing live shows
(27:04) .Tech Domains - Apply to get your startup featured on This Week in Startups at https://startups.tech/jason
(28:12) The social shopping space
(32:59) Important factors in building a community
(37:52) Plunge - Go to https://plunge.com and use code twist150 for $150 off
(39:20) Lessons learned from Manish’s entrepreneurial journey
*
FOLLOW Manish: https://twitter.com/marrc
*
Read LAUNCH Fund 4 Deal Memo: https://www.launch.co/four
Apply for Funding: https://www.launch.co/apply
Buy ANGEL: https://www.angelthebook.com
Great recent interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland, PrayingForExits, Jenny Lefcourt
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow Jason:
Twitter: https://twitter.com/jason
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
Supergut is the easiest and tastiest way clinically-proven to regulate digestion, curb cravings, and boost energy. Get 30% off their delicious shakes, bars, and fiber mix at Supergut.com with code TWIST.
Coda. A new doc that brings words, tables and teams together. All your valuable data, plans, objectives, and strategies in one place. Go to https://coda.io/twist to get a $1,000 credit!
Mercury. 90 percent of startups fail — 90 percent. Just 10 out of every 100 make it. Mercury exists to close that gap — helping companies succeed with banking and credit cards engineered for the startup journey. Join over 100,000 companies banking with Mercury at http://mercury.com
Mercury is a financial technology company, not a bank. Banking services provided by Choice Financial Group and Evolve Bank & Trust; Members FDIC.
*
Today’s show: Roelof Botha joins Jason to discuss the state of VC (3:35), Sequoia’s new series “Crucible Moments” (9:31), and much more!
*
Time stamps:
(0:00) Sequoia Capital’s Roelof Botha joins Jason
(3:35) The state of the Silicon Valley ecosystem
(8:00) Supergut - Get 30% off with code TWIST at https://supergut.com
(9:31) “Crucible Moments” and their significance
(14:31) Pre-IPO vs. Post-IPO market values
(18:10) Founder ambition and mistakes made during “Crucible Moments”
(22:25) The importance of founders starting narrow and what makes a great VC in tech
(27:20) Coda - Get a $1,000 startup credit at https://coda.io/twist
(28:49) Commonalities between the AI boom and the crypto boom
(33:31) U.S. frameworks regarding crypto
(37:10) Mercury - Join 100K+ startups banking with Mercury at http://mercury.com
(38:23) The milestone-based reward system in venture capital
(43:24) Taking over as head steward at Sequoia Capital
(56:02) “Crucible Moments” at Sequoia
(1:05:57) Maintaining consistency in life and venture
*
FOLLOW Roelof: https://twitter.com/roelofbotha
*
Read LAUNCH Fund 4 Deal Memo: https://www.launch.co/four
Apply for Funding: https://www.launch.co/apply
Buy ANGEL: https://www.angelthebook.com
Great recent interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland, PrayingForExits, Jenny Lefcourt
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow Jason:
Twitter: https://twitter.com/jason
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
House of Macadamias is the next big health trend! Get 20% off your first purchase and a free box of Namibian Sea Salted Macadamia Nuts at houseofmacadamias.com/twist by using code twist20!
Vanta. Compliance and security shouldn't be a deal-breaker for startups to win new business. Vanta makes it easy for companies to get a SOC 2 report fast. TWiST listeners can get $1,000 off for a limited time at vanta.com/twist
Fitbod. Tired of doing the same workouts at the gym? Fitbod will build you personalized workouts that help you progress with every set. Get 25% off your subscription or try out the app for FREE when you sign up now at fitbod.me/TWIST.
*
Today’s show:
SaaSGrid Co-Founders Ethan Ruby and David Sacks join Jason to demo SaaSGrid and break down the solution it provides for founders (3:12). They also cover the software recession (26;18), AI’s impact on SaaS (36:41), and much more!
*
Time stamps:
(0:00) David Sacks and Ethan Ruby join Jason
(3:12) The solution SaaSGrid provides for founders
(7:02) Ethan demos SaaSGrid
(9:25) House of Macadamias - Get 20% off and a free box of Namibian Sea Salted Macadamia Nuts at https://houseofmacadamias.com/twist by using code TWIST20
(10:45) Burn multiple and startup efficiency
(16:27) Fixed cost of a SaaS business today and major roadblocks in SaaS
(20:40) Determining target customers and when outbound makes sense
(25:10) Vanta - Get $1000 off your SOC 2 at https://vanta.com/twist
(26:18) Headwinds against SaaS and the software recession
(30:12) The MRR chart and analyzing contraction and churn
(35:13) Fitbod - Get 25% off at https://fitbod.me/twist
(36:41) AI’s impact on SaaS companies
(41:47) The ZIRP/COVID-19 bubble and founders skipping funding rounds
(44:37) The 3 MOST important things for SaaS companies to pay attention to
*
Check out SaaSGrid: https://www.saasgrid.com/
FOLLOW Ethan: https://twitter.com/ethanjruby
FOLLOW David: https://twitter.com/DavidSacks
*
Read LAUNCH Fund 4 Deal Memo: https://www.launch.co/four
Apply for Funding: https://www.launch.co/apply
Buy ANGEL: https://www.angelthebook.com
Great recent interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland, PrayingForExits, Jenny Lefcourt
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow Jason:
Twitter: https://twitter.com/jason
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
LinkSquares. Life for in-house legal just got a whole lot easier. From contract creation to execution and more, LinkSquares is the go-to for all your legal needs. Learn more at https://linksquares.com/twist
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Today’s show:
Sardine CEO and Co-Founder Soups Ranjan joins Jason to discuss the potential harms of generative AI re: fraud (9:53), the value of intrinsic AI (29:48), Sardine's fraud-prevention solution (26:02), and much more!
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Time stamps:
(0:00) Sardine CEO Soups Ranjan joins Jason
(6:11) What Soups learned from his time as Coinbase’s director of risk management and data science
(8:36) LinkSquares - The go-to for all your legal needs. Learn more at https://linksquares.com/twist
(9:53) Fraud in finance and spotting bad actors
(15:03) “Pig Butchering” scams and Kitboga’s crackdown
(24:35) LinkedIn Marketing - Get a $100 LinkedIn ad credit at https://linkedin.com/nextunicorn
(26:02) Using machine learning to prevent future fraud
(29:48) Extrinsic AI vs. intrinsic AI and doomsday scenarios
(33:53) What sets Sardine apart from other companies
(35:19) Roots - Head to https://investwithroots.com/TWIST to sign up and start investing today!
(36:53) Overlap in techniques, actors, etc. in fraud protection
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Check out Sardine: https://www.sardine.ai/
FOLLOW Soups: https://twitter.com/soupsranjan
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Read LAUNCH Fund 4 Deal Memo: https://www.launch.co/four
Apply for Funding: https://www.launch.co/apply
Buy ANGEL: https://www.angelthebook.com
Great recent interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland, PrayingForExits, Jenny Lefcourt
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
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Follow Jason:
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This Week in Startups is brought to you by…
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LinkedIn Jobs. A business is only as strong as its people, and every hire matters. Go to LinkedIn.com/TWIST to post your first job for free. Terms and conditions apply.
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Today’s show:
Vital Biosciences CEO Vasu Nadella joins Jason to discuss exactly how Vital’s “VitalOne” conducts 50+ blood tests with a small sample of blood (9:16), building investor trust in the wake of past industry failures (18:45), creating accessible care (40:35), and much more!
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Time stamps:
(0:00) Vital Biosciences CEO and Co-Founder Vasu Nadella joins Jason
(1:18) Theranos’ background and what prompted Vasu to pursuit
(7:56) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
(9:16) Vasu demos how the VitalOne works, lessons learned on Vital’s journey
(18:45) Scaling the company, raising a war chest, building trust in the product, benchmarking and governance for labs
(27:36) OpenPhone - Get 20% off your first six months at https://openphone.com/twist
(29:07) State of lab robotics, paths for incorporating AI into Vital’s technology, benefits of converging technologies
(39:16) LinkedIn Jobs - Post your first job for free at https://linkedin.com/twist
(40:35) Creating accessible modern lab testing
(45:38) Consumer behavior and the outcome of consumers controlling spend
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Check out Vital Bio: https://vitalbio.com
FOLLOW Vasu: https://twitter.com/vasunadella
*
Read LAUNCH Fund 4 Deal Memo: https://www.launch.co/four
Apply for Funding: https://www.launch.co/apply
Buy ANGEL: https://www.angelthebook.com
Great recent interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland, PrayingForExits, Jenny Lefcourt
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
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Follow Jason:
Twitter: https://twitter.com/jason
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
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Today’s show:
Atlassian Co-CEO Scott Farquhar joins Jason to break down how he and his Co-Founder bootstrapped Atlassian to an IPO (1:34), his lessons from acquiring, growing and eventually selling HipChat (13:43), thoughts on product-led growth (29:27), generative AI tools for the enterprise (39:43), and more!
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Time stamps:
(0:00) Atlassian Co-CEO Scott Farquhar joins Jason!
(1:34) Atlassian origins, bootstrapping to IPO
(12:22) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/TWIST
(13:43) Lessons from HipChat: Acquiring and growing the service, selling to Slack, what Scott would do differently
(19:39) Atlassian's two playbooks: bootstrapping and aggressive growth
(27:57) Supergut - Get 25% off with code TWIST at https://supergut.com
(29:27) How product-led growth leads to a sharper product team, how Atlassian is thinking about LLMs and generative AI
(38:20) Miro - Sign up for a free account at https://miro.com/startups
(39:43) Remaining flexible re: AI tools, utilizing customer data, when to expect major knowledge work breakthroughs in AI
(47:27) How Scott thinks about AI, remote work, and efficiency
(1:01:39) Staying motivated in Atlassian's third decade
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Check out Atlassian: https://www.atlassian.com
FOLLOW Scott: https://twitter.com/scottfarkas
*
Read LAUNCH Fund 4 Deal Memo: https://www.launch.co/four
Apply for Funding: https://www.launch.co/apply
Buy ANGEL: https://www.angelthebook.com
Great recent interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland, PrayingForExits, Jenny Lefcourt
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow Jason:
Twitter: https://twitter.com/jason
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
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Follow TWiST:
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Today’s show:
Loyal CEO and Founder Celine Halioua joins Jason to discuss developing drugs that delay dog aging (10:19), lessons learned as a solo founder (49:34), and much more!
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Time stamps:
(0:00) Loyal CEO Celine Halioua joins Jason
(1:43) The human dream of achieving life extension
(4:37) Celine’s background
(8:48) Fount - Get $500 off at https://fount.bio/twist
(10:19) Why Celine decided to start with a focus on dogs
(16:43) Wegovy, Ozempic, and the category of drugs that Loyal is developing
(20:44) Breaking down how the drugs work and the consequences of selective breeding
(24:21) LinkedIn Jobs - Post your first job for free at https://linkedin.com/unicorn
(25:36) Stem cell therapy and the placebo effect
(33:29) Environmental factors to consider in drug development
(37:05) The path to commercialization
(39:27) Catalog - Get $1200 off right now at https://trycatalog.com/twist
(40:56) Staying intellectually curious and the path to commercialization continued
(46:11) Hitting Series A milestones with less than $500K of the original $5M raised in seed round
(49:34) Lessons learned as a solo founder
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Follow Celine: https://twitter.com/celinehalioua
Check out Loyal: https://loyalfordogs.com/
*
Read LAUNCH Fund 4 Deal Memo: https://www.launch.co/four
Apply for Funding: https://www.launch.co/apply
Buy ANGEL: https://www.angelthebook.com
Great recent interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland, PrayingForExits, Jenny Lefcourt
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow Jason:
Twitter: https://twitter.com/jason
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
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Follow TWiST:
Substack: https://twistartups.substack.com
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Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
Vanta. Compliance and security shouldn't be a deal-breaker for startups to win new business. Vanta makes it easy for companies to get a SOC 2 report fast. TWiST listeners can get $1,000 off for a limited time at vanta.com/twist
Carta now lets you launch and administer SPVs for your syndicate. Share your knowledge, capital, and network to launch your syndicate SPVs through Carta. Get 10% off your first SPV at carta.com/twist with promo code TWIST.
Roots. Invest in the only real estate investment trust that creates wealth for you and its residents at investwithroots.com/twist
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Today’s show:
Jason breaks down the exit market for LPs (8:57), Instacart and Klaviyo’s IPOs (22:13), writers suing OpenAI and Meta (50:15), and more!
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Time stamps:
(0:00) Producer Nick joins Jason
(2:27) The significance of Instacart and Klaviyo’s IPO filings
(5:41) The VC exit market
(7:50) Vanta - Get $1000 off your SOC 2 at https://vanta.com/twist
(8:57) The exit market for LPs and over-indexing in venture
(13:57) VC bloat and current state of the market
(20:39) Carta - Get 10% off your first SPV at https://carta.com/twist with promo code TWIST
(22:13) Breaking down Instacart’s S-1
(28:56) Ad dollars moving to new platforms and the importance of being close to the sale
(33:26) Instacart GTV tail off
(36:30) Roots - Head to investwithroots.com/TWIST to sign up and start investing today!
(38:03) Breaking down Klaviyo’s S-1
(44:09) Why it is crucial for founders to retain ownership early on
(50:15) Writers suing OpenAI; are broad-based LLMs trained on tons of data becoming a liability?
*
Read LAUNCH Fund 4 Deal Memo: https://www.launch.co/four
Apply for Funding: https://www.launch.co/apply
Buy ANGEL: https://www.angelthebook.com
Great recent interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland, PrayingForExits, Jenny Lefcourt
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow Jason:
Twitter: https://twitter.com/jason
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
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Follow TWiST:
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Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
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Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
Crowdbotics. Great ideas can change the world, and Crowdbotics is the fastest way to turn those ideas into code. Get a free scoping session for your next big app idea at crowdbotics.com/twist
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Today’s show:
Jason breaks down Nvidia smashing its quarterly earnings (3:58), Arm filing its F-1 (26:38), how founders should vet accelerators (56:10), and more! (1:03:53)
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Time stamps:
(0:00) Producer Nick joins Jason
(3:58) Nvidia obliterating their Q2 earnings
(8:33) Crowdbotics - Get a free scoping session for your next big app idea at crowdbotics.com/twist
(10:01) The earnings report’s effects on stock, induced traffic, and the “sell the news” strategy
(16:02) Breaking down the numbers and the market cap chart
(21:31) Overcorrection in big tech companies, the rolling recession, and Nvidia as a momentum stock
(25:07) OpenPhone - Get 20% off your first six months at https://openphone.com/twist
(26:38)Arm filing its F-1 and SoftBank’s deal with Vision Fund
(34:39) Arm’s business model and the risks of whale customers
(37:53) Fitbod - Get 25% off at https://fitbod.me/twist
(39:22) Arm China’s risk to Arm
(46:17) The role of startup accelerators
(49:36) The constant complaints about YC valuations on YC demo day
(53:40) How raising at too high a valuation can lead to getting caught in a valuation trap
(56:10) The Fulcrum venture accelerator “scam” and how founders should vet accelerators
(1:03:53) The greatest bag securer of all time!
(1:13:41) Ryan Breslow’s “corporate wrongdoing”
*
Read LAUNCH Fund 4 Deal Memo: https://www.launch.co/four
Apply for Funding: https://www.launch.co/apply
Buy ANGEL: https://www.angelthebook.com
Great recent interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland, PrayingForExits, Jenny Lefcourt
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow Jason:
Twitter: https://twitter.com/jason
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
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Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
Lemon.io - Hire pre-vetted remote developers, get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
Vanta. Compliance and security shouldn't be a deal-breaker for startups to win new business. Vanta makes it easy for companies to get a SOC 2 report fast. TWiST listeners can get $1,000 off for a limited time at vanta.com/twist
LinkedIn Marketing. To redeem a $100 LinkedIn ad credit and launch your first campaign, go to LinkedIn.com/nextunicorn
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Today’s show:
Covariant CEO Peter Chen joins Jason to discuss the future of AI in robotics (1:33), the key concepts of reinforcement learning (13:50), and much more!
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Time stamps:
(0:00) Covariant CEO Peter Chen joins Jason
(1:33) AI’s role in robotics and its value in e-commerce warehouses
(7:38) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
(8:59) Reinforcement learning today and the AlphaGo moment
(13:50) The 2 key concepts of reinforcement learning
(17:35) Approaches to accessing data for AI in robotics
(20:35) Robotics hardware
(22:50) Vanta - Get $1000 off your SOC 2 at https://vanta.com/twist
(23:57) Covariant's hardware and software in use
(27:32) The importance of adaptability
(32:40) LinkedIn Marketing - Get a $100 LinkedIn ad credit at https://linkedin.com/nextunicorn
(34:08) The Tesla Optimus and humanoid robots
(39:58) Overcoming hardware constraints
(44:38) Boomerang investors and customers
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Follow Peter: https://twitter.com/peterxichen
Check out Covariant : https://covariant.ai/
*
Read LAUNCH Fund 4 Deal Memo: https://www.launch.co/four
Apply for Funding: https://www.launch.co/apply
Buy ANGEL: https://www.angelthebook.com
Great recent interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland, PrayingForExits, Jenny Lefcourt
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow Jason:
Twitter: https://twitter.com/jason
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
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Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
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Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
Embroker. The Embroker Startup Insurance Program helps startups secure the most important types of insurance at a lower cost and with less hassle. Save up to 20% off of traditional insurance today at Embroker.com/twist. While you’re there, get an extra 10% off using offer code TWIST. MasterClass. Learn from the world’s best minds - anytime, anywhere, and at your own pace. Get 15% off an annual membership to MasterClass at masterclass.com/startups Roots. Invest in the only real estate investment trust that creates wealth for you and its residents at investwithroots.com/twist *
Today’s show:
Sunny Madra joins Jason to discuss Nvidia’s upcoming earnings and if the company is overvalued (1:08). Then, Sunny demos more AI tools, including an incredible AI dubbing product (16:43)!
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Time stamps:(00:00) Sunny Madra joins Jason (1:08) Is Nvidia overvalued? (6:05) Leveraging hardware gains (9:46) Embroker - Use code TWIST to get an extra 10% off insurance at https://Embroker.com/twist (11:02) Nvidia’s price targets and why Jason would not Jay Trade it (16:43) Sunny demos rask.ai (18:50) AI voice dubbing (26:18) MasterClass - Get 15% off an annual membership at https://masterclass.com/startups (27:51) Sunny demos a reconstructed Pink Floyd song from brain recordings (33:28) Sunny demos GodMode (37:43) Roots - Head to investwithroots.com/TWIST to sign up and start investing today! (39:20) Sunny demos Pluto.fi
(46:34) Content theft and Sunny demos PlayHT (55:47) Sunny’s X experiment
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Follow Sunny: https://twitter.com/sundeep Check out : https://app.rask.ai/
Check out GodMode: https://github.com/smol-ai/GodMode/releases/tag/v1.0.0-beta.2 Check out the Pink Floyd brain recording: https://news.berkeley.edu/2023/08/15/releases-20230811 Check out Pluto.fi: https://www.pluto.fi/ Check out PlayHT: https://play.ht/
*
Read LAUNCH Fund 4 Deal Memo: https://www.launch.co/four
Apply for Funding: https://www.launch.co/apply
Buy ANGEL: https://www.angelthebook.com
Great recent interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland, PrayingForExits, Jenny Lefcourt
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow Jason:
Twitter: https://twitter.com/jason
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
OpenPhone. Create business phone numbers for you and your team that work through an app on your smartphone or desktop. TWiST listeners can get an extra 20% off any plan for your first 6 months at openphone.com/twist
Crowdbotics. Great ideas can change the world, and Crowdbotics is the fastest way to turn those ideas into code. Get a free scoping session for your next big app idea at crowdbotics.com/twist
Carta now lets you launch and administer SPVs for your syndicate. Share your knowledge, capital, and network to launch your syndicate SPVs through Carta. Get 10% off your first SPV at carta.com/twist with promo code TWIST.
*
Today’s show:
Inflection AI CEO Mustafa Suleyman joins Jason to discuss DeepMind’s influence on AI (1:17), the hardware revolution (26:27), the foundation of Inflection AI (49:45), and much more!
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Time stamps:
(0:00) Inflection’s CEO Mustafa Suleyman joins Jason
(1:17) Life before DeepMind
(8:34) OpenPhone - Get 20% off your first six months at https://openphone.com/twist
(10:05) DeepMind’s origin story
(15:58) The pitch to Peter Thiel and feedback from early investors
(19:34) DeepMind’s first project
(24:59) Crowdbotics - Get a free scoping session for your next big app idea at crowdbotics.com/twist
(26:27) The hardware revolution and growth in computing
(30:15) DeepMind’s acquisition by Google and strategy for building an elite team
(34:14) Major achievements at Google
(37:49) Carta - Get 10% off your first SPV at https://carta.com/twist with promo code TWIST
(39:22) Google’s cautious approach to releasing an AI product
(44:59) Regulatory issues and fair compensation
(49:45) The foundation of Inflection AI
(59:50) The downsides of AI and Mustafa’s book, The Coming Wave
(1:08:58) Complacency in tech and Mustafa’s thoughts on remote work
*
Follow Mustafa: https://twitter.com/mustafasuleyman
Check out Inflection AI: https://inflection.ai
*
Read LAUNCH Fund 4 Deal Memo: https://www.launch.co/four
Apply for Funding: https://www.launch.co/apply
Buy ANGEL: https://www.angelthebook.com
Great recent interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland, PrayingForExits, Jenny Lefcourt
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow Jason:
Twitter: https://twitter.com/jason
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
Vanta. Compliance and security shouldn't be a deal-breaker for startups to win new business. Vanta makes it easy for companies to get a SOC 2 report fast. TWiST listeners can get $1,000 off for a limited time at vanta.com/twist
CLA. Innovation takes balance. CLA's CPAs, consultants, and wealth advisors can help you get from startup to where you want to end up. Get started now at CLAconnect.com/tech
LinkedIn Jobs. A business is only as strong as its people, and every hire matters. Go to http://linkedin.com/unicorn to post your first job for free. Terms and conditions apply.
*
Today’s show:
Varda’s Delian Asparouhov is back with Jason to discuss Varda (18:43), his insights on different aspects of venture capital (1:41), the shifts in silicon valley culture (11:56), and much more! Then, Jason is joined by Argyle CEO Maret Thatcher to discuss how her startup is using AR headsets to make construction PMs faster and more efficient. (58:27)
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Time stamps:
(0:00) Varda President and Co-Founder Delian Asparouhov joins Jason
(1:41) Delian’s insights on different aspects of venture capital
(8:35) Defense tech and silicon valley’s aversion to military
(10:48) Vanta - Get $1000 off your SOC 2 at https://vanta.com/twist
(11:56) The shift in silicon valley culture
(14:39) Culture wars and keeping everyone focused
(18:43) The inception of Varda
(23:15) Varda’s first provisions and overall mission
(27:14) CLA - Get started with CLA's CPAs, consultants, and wealth advisors now at https://claconnect.com/tech
(28:31) The customer base and transporting cargo into space
(33:14) LinkedIn Jobs - Post your first job for free at https://linkedin.com/unicorn
(34:30) Proving this is a sustainable business and “induced demand” in this area
(47:21) Government engagement in the startup community
(50:53) Progress around the globe and U.S. relationship with China
(58:27) Argyle CEO Maret Thatcher joins Jason
(1:03:50) Argyle’s product and Magic Leap’s role
(1:07:42) Video examples of the product in the field
(1:09:09) The customer base and how designs are rendered
(1:22:25) Business model and live demo of Argyle's UI
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Follow Delian: https://twitter.com/zebulgar
Check out Varda: https://www.varda.com
Follow Maret: https://twitter.com/MaretSheWrote
Check out Argyle: https://www.argyle.build
*
Read LAUNCH Fund 4 Deal Memo: https://www.launch.co/four
Apply for Funding: https://www.launch.co/apply
Buy ANGEL: https://www.angelthebook.com
Great recent interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland, PrayingForExits, Jenny Lefcourt
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow Jason:
Twitter: https://twitter.com/jason
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
Embroker. The Embroker Startup Insurance Program helps startups secure the most important types of insurance at a lower cost and with less hassle. Save up to 20% off of traditional insurance today at Embroker.com/twist. While you’re there, get an extra 10% off using offer code TWIST.
Lemon.io - Hire pre-vetted remote developers, get 15% off your first 4 weeks of developer time at https://Lemon.io/twist.
Eight Sleep. Good sleep is the ultimate game changer. Now you can add the Pod Cover to any mattress! Go to eightsleep.com/twist to check out the Pod Cover and get $150 off at checkout!
*
Today’s show:
First up, Sunny Madra is back to discuss the “AI wrapper” stigma, the first official demo-to-investment, and demo more useful AI products! (2:41) Then, Tonebase CEO Igor Lichtmann joins to demo his product, break down how he achieved product-market fit while maintaining capital efficiency, and more! (42:47)
*
Time stamps:
(0:00) Sunny Madra is back for more AI demos!
(2:41) The “AI wrapper" debate; VenturusAI is joining the LAUNCH Accelerator as the first full-circle demo-to-investment
(10:09) Embroker - Use code TWIST to get an extra 10% off insurance at https://Embroker.com/twist
(11:23) Klap.app turns YouTube links into multiple TikTok-style videos with captions and ranks them on "Virality Score"
(19:08) Kickresume uses generative AI tools to help users build a fully-fleshed out resumes and prepare for job interviews
(25:15) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
(26:34) Browse AI helps users build AI-powered web scraping/data extraction bots with no code
(34:16) Oppwiser is an AI-powered lead gen platform for sales teams
(41:16) Eight Sleep - Go to https://eightsleep.com/twist to check out the Pod Cover and get $150 off at checkout!
(42:47) Tonebase CEO Igor Lichtmann joins to demo his music education startup, break down how he achieved product-market fit while maintaining capital efficiency, and more!
*
Check out Tonebase: https://tonebase.co
Follow Sunny: https://twitter.com/sundeep
Check out Klap: https://klap.app
Check out Kickresume: https://www.kickresume.com
Check out: Browse AI: https://www.browse.ai
Check out Oppwiser: https://oppwiser.com
*
Read LAUNCH Fund 4 Deal Memo: https://www.launch.co/four
Apply for Funding: https://www.launch.co/apply
Buy ANGEL: https://www.angelthebook.com
Great recent interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland, PrayingForExits, Jenny Lefcourt
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow Jason:
Twitter: https://twitter.com/jason
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
Crowdbotics. Great ideas can change the world, and Crowdbotics is the fastest way to turn those ideas into code. Get a free scoping session for your next big app idea at crowdbotics.com/twist
OpenPhone. Create business phone numbers for you and your team that work through an app on your smartphone or desktop. TWiST listeners can get an extra 20% off any plan for your first 6 months at openphone.com/twist
Fitbod. Tired of doing the same workouts at the gym? Fitbod will build you personalized workouts that help you progress with every set. Get 25% off your subscription or try out the app for FREE when you sign up now at fitbod.me/TWIST.
*
Today’s show:
Rich Barton joins Jason to give a masterclass on his thought process behind creating evocative top-tier brands like Zillow, Expedia, and Glassdoor. (22:02) Rich also discusses the lessons he learned from Bill Gates during his time at Microsoft (49:22), how tech management has evolved (57:04), and more!
Rich's blog on branding: https://www.hopperanddropper.com/syllables-scrabble-letters-and-picking-brand-names
*
Time stamps:
(0:00) Zillow CEO Rich Barton joins Jason
(1:58) The creation of Zillow’s Zestimate
(7:03) “Tension and Importance” and empowering people in the workplace
(13:24) Crowdbotics - Get a free scoping session for your next big app idea at crowdbotics.com/twist
(14:53) Branding and creating iconic company names
(16:53) Navigating major layoffs
(22:02) Back to building top-tier brands, “What got us here, won’t get us there”
(27:54) OpenPhone - Get 20% off your first six months at https://openphone.com/twist
(29:25) Steering the complex dynamics of startup-attorney interactions
(33:22) Defying convention to create stellar products and the effects digital currency
(37:54) Fitbod - Get 25% off at https://fitbod.me/twist
(39:23) Innovating in the real estate industry
(49:22) Lessons Rich learned from Bill Gates during his time at Microsoft
(57:04) How tech management has evolved
(1:01:27) How Covid-19 and remote work changed the landscape
(1:07:02) The concept of “iBuying”
(1:10:31) Continuous high-interest rates, “zoom towns”, and the “great reshuffling”
*
Follow Rich: https://twitter.com/Rich_Barton
*
Read LAUNCH Fund 4 Deal Memo: https://www.launch.co/four
Apply for Funding: https://www.launch.co/apply
Buy ANGEL: https://www.angelthebook.com
Great recent interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland, PrayingForExits, Jenny Lefcourt
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow Jason:
Twitter: https://twitter.com/jason
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
Superside. Design and creative are crucial for growth. Tech companies like Shopify, Amazon, and Meta have found the perfect solution: Superside. Get $2000 off with Superside's Startup Accelerator package superside.com/TWIST
Vanta. Compliance and security shouldn't be a deal-breaker for startups to win new business. Vanta makes it easy for companies to get a SOC 2 report fast. TWiST listeners can get $1,000 off for a limited time at vanta.com/twist
LinkedIn Marketing. To redeem a $100 LinkedIn ad credit and launch your first campaign, go to LinkedIn.com/nextunicorn.
*
Today’s show:
Proprio CEO Gabriel Jones joins Jason to discuss the struggles surgeons face in the operating room today (23:05), the solutions Proprio’s Paradigm system provides (27:14), the future of surgery (37:03), and much more!
*
Time stamps:
(0:00) Proprio CEO Gabriel Jones joins Jason
(2:09) Proprio’s Light Field-Enabled Surgical technology
(7:03) Gabriel demos the Proprio Paradigm robotic computer vision system
(10:26) Superside - Go to https://superside.com/twist to get $2000 off with Superside's Startup Accelerator package
(11:58) Generational shifts in medicine
(18:03) The ultimate impact of this technology
(21:58) Vanta - Get $1000 off your SOC 2 at https://vanta.com/twist
(23:05) The data Proprio operates on and the struggles surgeons face today
(27:14) Bench-top simulation
(32:05) Use of AI and robotics in surgery today
(35:36) LinkedIn Marketing - Get a $100 LinkedIn ad credit at https://linkedin.com/nextunicorn
(37:03) The choice to utilize Proprio’s technology for spine surgery first
(39:03) Reducing the time needed to perform surgeries
(44:17) Academia vs. Venture, and the importance of “proof points” for investors
(46:44) The FDA approval process
*
Check out Proprio: https://www.propriovision.com/
Follow Gabriel: https://twitter.com/aGabrielJones
*
Read LAUNCH Fund 4 Deal Memo: https://www.launch.co/four
Apply for Funding: https://www.launch.co/apply
Buy ANGEL: https://www.angelthebook.com
Great recent interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland, PrayingForExits, Jenny Lefcourt
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow Jason:
Twitter: https://twitter.com/jason
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
Lemon.io - Hire pre-vetted remote developers, get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
Embroker. The Embroker Startup Insurance Program helps startups secure the most important types of insurance at a lower cost and with less hassle. Save up to 20% off of traditional insurance today at Embroker.com/twist. While you’re there, get an extra 10% off using offer code TWIST.
House of Macadamias is the next big health trend! Get 20% off your first purchase and a free box of Namibian Sea Salted Macadamia Nuts at houseofmacadamias.com/twist by using code twist20!
*
Today’s show:
First up, Sunny Madra joins Jason to demo some new AI tools, including auto-generated articles, social clips, and ChatGPT’s newest feature. (3:50) Then, Jason sees pitches from three recent Founder University graduates and invests $25K in one of their startups! (40:33)
Time stamps:
(00:00) Sunny joins Jason
(2:20) The pace of progress in the industry and influx of AI startups
(3:50) Sunny demos byword.ai
(9:58) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
(11:19) Building a company today and improving LLMs
(17:21) Sunny demos Submagic
(23:53) Embroker - Use code TWIST to get an extra 10% off insurance at https://Embroker.com/twist
(25:09) Sunny demos ChatGPT’s new Custom Instructions feature
(29:40) TWiST's "all-star" summer and brief TWiST history
(39:13) House of Macadamias - Get 20% off and a free box of Namibian Sea Salted Macadamia Nuts at https://houseofmacadamias.com/twist by using code TWIST20
(40:33) Jason and Kelly kick off another $25K startup pitch competition!
(44:13) Rami pitches Querio.ai
(49:18) Batuhan pitches BeforeSunset.ai
(59:54) Allen Pitches Semanttic
(1:07:03) Kelly and Jason share thoughts, then Jason picks a startup!
(1:11:34) Q&A with Jason
*
Check out byword_: https://byword.ai/
Check out Submagic: https://www.submagic.co
Check out Querio.AI: https://www.querio.ai
Check out BeforeSunset.AI: https://www.beforesunset.ai
Check out Semanttic: https://www.semanttic.com/
Follow Sunny: https://twitter.com/sundeep
*
Read LAUNCH Fund 4 Deal Memo: https://www.launch.co/four
Apply for Funding: https://www.launch.co/apply
Buy ANGEL: https://www.angelthebook.com
Great recent interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland, PrayingForExits, Jenny Lefcourt
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow Jason:
Twitter: https://twitter.com/jason
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
OpenPhone. Create business phone numbers for you and your team that work through an app on your smartphone or desktop. TWiST listeners can get an extra 20% off any plan for your first 6 months at openphone.com/twist
Crowdbotics. Great ideas can change the world, and Crowdbotics is the fastest way to turn those ideas into code. Get a free scoping session for your next big app idea at crowdbotics.com/twist
Superside. Design and creative are crucial for growth. Tech companies like Shopify, Amazon, and Meta have found the perfect solution: Superside. Get $2000 off with Superside's Startup Accelerator package superside.com/TWIST
*
Today’s show:
Varda CEO Delian Asparouhov and R&D head Andrew McCalip join Jason to break down their recent experiment in replicating the LK-99 room-temp superconductor (4:19), the current state of material science (18;52), what the world would look like if this works (26:34), and more. Then, Krepling’s Liam Gerada joins Jason for an update on his business! (40:46)
*
Time stamps:
(00:00) Varda CEO Delian Asparouhov and R&D head Andrew McCalip join Jason
(1:21) The LK-99 superconductor and how Varda is involved
(4:19) Varda’s latest achievements in replicating the LK-99 superconductor
(8:05) Is this the real deal or just a strong diamagnetic effect
(11:00) OpenPhone - Get 20% off your first six months at https://openphone.com/twist
(12:30) Securing the material needed to run these experiments
(14:06) The increased interest in Varda and feedback from the community
(18:52) The culture shift in the tech industry
(25:06) Crowdbotics - Get a free scoping session for your next big app idea at crowdbotics.com/twist
(26:34) Brute force science: How innovation emerges and receives funding
(30:17) How the venture model has continued to evolve
(34:28) Superside - Go to https://superside.com/twist to get $2000 off with Superside's Startup Accelerator package
(36:00) Questions from the live audience
(40:46) Krepling’s Liam Gerada joins Jason for an update on his business!
*
Check out Varda: https://varda.com
Follow Delian: https://twitter.com/zebulgar
Follow Andrew: https://twitter.com/andrewmccalip
*
Read LAUNCH Fund 4 Deal Memo: https://www.launch.co/four
Apply for Funding: https://www.launch.co/apply
Buy ANGEL: https://www.angelthebook.com
Great recent interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland, PrayingForExits, Jenny Lefcourt
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow Jason:
Twitter: https://twitter.com/jason
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
Today’s show:
Wilson Sonsini partner Adam Shevell joins Jason to discuss gaining access to datasets (1:10), fair use in copyright cases (6:29), and more!
*
Time stamps: (00:00) Wilson Sonsini partner Adam Shevell joins Jason (1:10) Gaining access to datasets, avoiding copyright infringement, and why IP is protected (6:29) The concept of fair use and when it applies (11:26) What new founders should pay attention to (14:59) The Github case (17:42) Proper strategy for getting permission (22:56) How startups get crushed with legal bills (23:32) The Andy Warhol supreme court case * Check out Wilson Sonsini: https://www.wsgr.com *
Read LAUNCH Fund 4 Deal Memo: https://www.launch.co/four
Apply for Funding: https://www.launch.co/apply
Buy ANGEL: https://www.angelthebook.com
Great recent interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland, PrayingForExits, Jenny Lefcourt
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow Jason:
Twitter: https://twitter.com/jason
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
Carta now lets you launch and administer SPVs for your syndicate. Share your knowledge, capital, and network to launch your syndicate SPVs through Carta. Get 10% off your first SPV at carta.com with promo code TWIST.
Eight Sleep. Good sleep is the ultimate game changer. Now you can add the Pod Pro Cover to any mattress! Go to eightsleep.com/twist to check out the Pod Pro Cover and get $150 off at checkout!
LinkedIn Jobs. A business is only as strong as its people, and every hire matters. Go to LinkedIn.com/unicorn to post your first job for free. Terms and conditions apply.
*
Today’s show:
Lightmatter CEO Nick Harris joins Jason to discuss how his startup is revolutionizing the future of computing with photonic chips (1:48), the challenges of building the next-generation AI hardware (18:35), and more!
*
Time stamps:
(00:00) Lightmatter CEO Nick Harris joins Jason
(1:48) Photonic computing and the optic engines involved
(5:08) Lightmatter’s background and customer base
(9:24) The impact of this technology
(11:38) Carta - Get 10% off your first SPV at https://carta.com with promo code TWIST
(13:12) Catching up to demand and the endgame for process tech in semiconductors
(15:37) Using AI tools to build AI chips and the potential of data centers in space
(18:35) Fixing issues associated with advanced chips and supercomputers
(21:58) Eight Sleep - Go to https://eightsleep.com/twist to check out the Pod Cover and get $150 off at
checkout!
(23:30) Where we are on the path to AGI
(26:17) Nick’s background in quantum computing
(29:15) The LK-99 superconductor
(33:42) LinkedIn Jobs - Post your first job for free at https://LinkedIn.com/unicorn
(34:58) Scientists gaining recognition and the app diversion
(40:17) LinkSquares CEO Vishal Sunak on going from $1M to $10M in ARR in 2 years
*
Follow Nick: https://twitter.com/theanalognick
Check out Lightmatter: https://lightmatter.co
*
Read LAUNCH Fund 4 Deal Memo: https://www.launch.co/four
Apply for Funding: https://www.launch.co/apply
Buy ANGEL: https://www.angelthebook.com
Great recent interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland, PrayingForExits, Jenny Lefcourt
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow Jason:
Twitter: https://twitter.com/jason
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by… Vanta. Compliance and security shouldn't be a deal-breaker for startups to win new business. Vanta makes it easy for companies to get a SOC 2 report fast. TWiST listeners can get $1,000 off for a limited time at vanta.com/twist CLA. Innovation takes balance. Our CPAs, consultants, and wealth advisors can help you get from startup to where you want to end up. Get started now at CLAconnect.com/tech Notion just launched Notion Projects, which includes new, powerful ways to manage projects and leverage the power of their built-in AI features too. Try it for free today at notion.com/twist. *
Today’s show:
Whoop Founder and CEO Will Ahmed joins Jason to discuss Whoop’s journey (1;50), the driving paradigm behind Whoop’s innovative product designs (31:38), the future of wearable tech (41:26), and more!
*
Time stamps: (00:00) Whoop Founder and CEO Will Ahmed joins Jason (1:50) The “Quantified Self” movement and features that set Whoop’s product apart (4:04) How the device interprets health data and obtains consistent results (7:24) Whoop’s customer base (8:52) Vanta - Get $1000 off your SOC 2 at https://vanta.com/twist (9:59) The decision to pivot to a subscription business model (14:31) Amazon turning from potential investor to failed copy-cat competitor (20:09) Incorporating new strategies into the business (24:49) CLA - Get started with CLA's CPAs, consultants, and wealth advisors now at https://claconnect.com/tech (26:21) Developments since the product’s inception (31:38) Whoop Body and the driving paradigm behind the product design (40:00) Notion - Try Notion Projects for free today at notion.com/twist (41:26) What lies ahead and the future of wearable tech (44:47) The ability to share the recorded health data (47:20) AI utilizing large health datasets and the Whoop Journal * Follow Will: https://twitter.com/willahmed
Check out Whoop: https://www.whoop.com *
Read LAUNCH Fund 4 Deal Memo: https://www.launch.co/four
Apply for Funding: https://www.launch.co/apply
Buy ANGEL: https://www.angelthebook.com
Great recent interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland, PrayingForExits, Jenny Lefcourt
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow Jason:
Twitter: https://twitter.com/jason
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
Embroker. The Embroker Startup Insurance Program helps startups secure the most important types of insurance at a lower cost and with less hassle. Save up to 20% off of traditional insurance today at Embroker.com/twist. While you’re there, get an extra 10% off using offer code TWIST.
OpenPhone. Create business phone numbers for you and your team that work through an app on your smartphone or desktop. TWiST listeners can get an extra 20% off any plan for your first 6 months at openphone.com/twist
Roots. Invest in the only real estate investment trust that creates wealth for you and its residents at investwithroots.com/twist
*
Today’s show:
Sunny Madra joins Jason to discuss Fable Simulation's new AI showrunner (5:51), AI-powered note-takers and CRMs( 37:25), and more!
*
Time stamps:
(00:00) Sunny Madra joins Jason
(2:27) Using AI to analyze large datasets
(5:51) The WGA strike and Fable Studios’ AI-generated South Park episode
(12:29) Embroker - Use code TWIST to get an extra 10% off insurance at https://Embroker.com/twist
(13:45) AI-generated South Park continued
(16:58) What is lost with AI and the Modern Seinfeld Twitter account
(23:40) OpenPhone - Get 20% off your first six months at https://openphone.com/twist
(25:10) The pace of innovation with RunwayML
(31:06) Production studios sharing the wealth & alternative plans
(36:00) Roots - Head to investwithroots.com/TWIST to sign up and start investing today!
(37:25) Sunny showcases Folk app’s CRM
(45:29) Sunny demos Circleback
(51:32) Using Claude to break down an investor presentation and Sergey Brin back at Google
*
Follow Sunny: https://twitter.com/sundeep
Check out Circleback: https://circleback.ai
Check out Folk.app: https://www.folk.app
Check out RunwayML: https://runwayml.com
*
Read LAUNCH Fund 4 Deal Memo: https://www.launch.co/four
Apply for Funding: https://www.launch.co/apply
Buy ANGEL: https://www.angelthebook.com
Great recent interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland, PrayingForExits, Jenny Lefcourt
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow Jason:
Twitter: https://twitter.com/jason
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
Today’s show:
Wilson Sonsini Partner Becki DeGraw joins Jason on the latest edition of Startup Legal Basics! In this episode, they discuss the contrast between late-stage and seed-stage investing (2:52), repricing stock options (5:48), the adoption of AI in the legal industry (23:29), and much more!
*
Time stamps:
(0:00) Wilson Sonsini Partner Becki DeGraw joins Jason
(1:19) The increase in tech layoffs and AI startups
(2:52) Late-stage vs. early-stage investing and the seed-stage value chart
(5:48) Repricing stock options when underwater
(14:05) Disclosing revenue, burn rate, and growth rate
(18:08) RIFs and knowing your employees
(20:57) The long-term effects of remote work
(23:29) The use of AI and chatbots in law
*
Check out Wilson Sonsini: https://www.wsgr.com
*
Read LAUNCH Fund 4 Deal Memo: https://www.launch.co/four
Apply for Funding: https://www.launch.co/apply
Buy ANGEL: https://www.angelthebook.com
Great recent interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland, PrayingForExits, Jenny Lefcourt
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow Jason:
Twitter: https://twitter.com/jason
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by… Crowdbotics. Great ideas can change the world, and Crowdbotics is the fastest way to turn those ideas into code. Get a free scoping session for your next big app idea at crowdbotics.com/twist Vanta. Compliance and security shouldn't be a deal-breaker for startups to win new business. Vanta makes it easy for companies to get a SOC 2 report fast. TWiST listeners can get $1,000 off for a limited time at vanta.com/twist LinkedIn Marketing. To redeem a $100 LinkedIn ad credit and launch your first campaign, go to linkedin.com/thisweekinstartups *
Today’s show:
Abridge CEO Shiv Rao joins Jason to discuss how his AI platform saves doctors time by automating consultation note-taking(8:29), the future of the medical field(37:23), and much more!
*
Time stamps: (00:00) Abridge CEO and Co-Founder Dr. Shiv Rao joins Jason (3:22) Abridge's journey and tailwinds in the industry (6:43) The sudden advancement in AI tech (8:29) The importance of conversation in healthcare (12:00) Crowdbotics - Get a free scoping session for your next big app idea at crowdbotics.com/twist (13:29) Dr. Shiv demos Abridge (21:49) Reinforcement training and building trustworthy models (23:10) Use of this product in the field and feedback from clinics (26:53) Vanta - Get $1000 off your SOC 2 at https://vanta.com/twist (28:00) Time saved using Abridge (30:30) How patients interact with Abridge and data privacy (35:56) LinkedIn Marketing - Get a $100 LinkedIn ad credit at https://linkedin.com/thisweekinstartups (37:23) The future of the medical field (49:11) The pace of healthcare today
*
Check out Abridge: https://www.abridge.com/ Follow Dr. Shiv: https://twitter.com/shivdevrao *
Read LAUNCH Fund 4 Deal Memo: https://www.launch.co/four
Apply for Funding: https://www.launch.co/apply
Buy ANGEL: https://www.angelthebook.com
Great recent interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland, PrayingForExits, Jenny Lefcourt
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow Jason:
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*
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This Week in Startups is brought to you by…
OpenPhone. Create business phone numbers for you and your team that work through an app on your smartphone or desktop. TWiST listeners can get an extra 20% off any plan for your first 6 months at openphone.com/twist
Embroker. The Embroker Startup Insurance Program helps startups secure the most important types of insurance at a lower cost and with less hassle. Save up to 20% off of traditional insurance today at Embroker.com/twist. While you’re there, get an extra 10% off using offer code TWIST.
Roots is a real estate investment platform for all investors. There are no entry fees, and you can start with as little as $100. Head to investwithroots.com/TWIST to sign up and start investing today!
*
Today’s show:
MongoDB CEO Dev Ittycheria joins Jason to discuss recent tech trends (10:58), the move towards remote work (17:58), his strategy for building winning teams (37:17), and much more!
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Time stamps:
(00:00) MongoDB CEO Dev Ittycheria joins Jason
(2:32) Dev’s background and how MongoDB operates
(9:28) OpenPhone - Get 20% off your first six months at https://openphone.com/twist
(10:58) The last 9 months in tech and the pace of AI
(13:57) RIFs and staffing a modern-day tech company
(17:58) Remote, Hybrid, or back to the office
(22:25) Embroker - Use code TWIST to get an extra 10% off insurance at https://Embroker.com/twist
(25:33) Hiring and inspiring the next generation
(28:47) The trust but verify operating philosophy
(31:32) Entitlement in the tech industry
(35:52) Roots - Head to investwithroots.com/TWIST to sign up and start investing today!
(37:17) Great leadership and managing a team
(41:14) Bad management and the feedback cycle
(53:30) Recruiting talent in the U.S.
*
Check out MongoDB: https://www.mongodb.com
Follow Dev: https://twitter.com/dittycheria
*
Read LAUNCH Fund 4 Deal Memo: https://www.launch.co/four
Apply for Funding: https://www.launch.co/apply
Buy ANGEL: https://www.angelthebook.com
Great recent interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland, PrayingForExits, Jenny Lefcourt
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow Jason:
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*
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Substack: https://twistartups.substack.com
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*
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*
Today’s show:
Ryan Smith joins Jason to discuss buying the Utah Jazz while simultaneously prepping for an IPO (3:19), Qualtrics going from IPO prep to acquired to spin out IPO to a take-private in under five years (58:56), his thoughts on AI’s impact (49:12), and much more!
*
Time stamps:
(00:00) Qualtics Co-Founder Ryan Smith joins Jason
(3:19) Ryan’s decision to buy the Utah Jazz NBA team
(9:05) The Rudy Gorbet Utah Jazz deal
(12:05) Fin - Try Fin, Intercom's new AI customer support chatbot, at https://intercom.com/f
(12:46) The process of owning an NBA team while prepping for an IPO
(21:09) The impact of the midseason tournament
(23:30) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
(24:50) Providing a better user experience with free-to-watch games in Utah
(26:37) Paradigm shifts in media and building an NBA media giant
(36:10) The importance of going direct in media
(39:52) Superside - Go to https://superside.com/twist to get $2000 off with Superside's Startup Accelerator package
(41:24) Qualtrics’ product evolution
(49:12) Ryan’s thoughts on AI’s impact on business
(54:49) Job displacement as a result of AI
(58:56) Qualtrics going from IPO prep to acquired to spin out IPO to a take-private in under five years
(1:03:31) The change in approach to private vs public businesses
*
Check out Qualtrics: https://www.qualtrics.com/
Follow Ryan: https://twitter.com/RyanQualtrics
*
Read LAUNCH Fund 4 Deal Memo: https://www.launch.co/four
Apply for Funding: https://www.launch.co/apply
Buy ANGEL: https://www.angelthebook.com
Great recent interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland, PrayingForExits, Jenny Lefcourt
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow Jason:
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*
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*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by… Vanta. Compliance and security shouldn't be a deal-breaker for startups to win new business. Vanta makes it easy for companies to get a SOC 2 report fast. TWiST listeners can get $1,000 off for a limited time at vanta.com/twist Crowdbotics. Great ideas can change the world, and Crowdbotics is the fastest way to turn those ideas into code. Get a free scoping session for your next big app idea at crowdbotics.com/twist Fitbod. Tired of doing the same workouts at the gym? Fitbod will build you personalized workouts that help you progress with every set. Get 25% off your subscription or try out the app for FREE when you sign up now at fitbod.me/TWIST. *
Today’s show:
HubSpot CTO Dharmesh Shah joins Jason to discuss his angel investing origin and strategies (2:36), HubSpot’s journey from a startup to a public company (6:19), the potential of generative AI (42:03), and much more!
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Time stamps: (00:00) HubSpot Co-Founder and CTO Dharmesh Shah joins Jason (2:36) Dharmesh explains what prompted his angel investing journey (6:19) HubSpots journey from startup to where it stands today (8:48) Dharmesh’s decision to focus on Small Minus Big (SMB) investing (11:12) Vanta - Get $1000 off your SOC 2 at https://vanta.com/twist (12:19) SMB investing conversation continued (16:08) The difference in cycles between big and small businesses (17:45) The best reason to start a company (21:25) Ways to go about assessing ideas (23:29) Crowdbotics - Get a free scoping session for your next big app idea at crowdbotics.com/twist (28:34) Breaking down the entrepreneurial work ethic (34:15) Anticapitalist sentiment in the U.S. (38:11) Fitbod - Get 25% off at https://fitbod.me/twist (39:40) Starting a business in a downturn (42:03) AI’s impact on business and Business Process Automation (BPA) (46:39) Dharmesh’s thoughts on the next stage of AI and the effect on jobs (54:41) How AI will lead to more efficient organizations and increase margins
*
Follow Dharmesh: https://twitter.com/dharmesh *
Read LAUNCH Fund 4 Deal Memo: https://www.launch.co/four
Apply for Funding: https://www.launch.co/apply
Buy ANGEL: https://www.angelthebook.com
Great recent interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland, PrayingForExits, Jenny Lefcourt
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow Jason:
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*
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*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
Todays show:
Wilson Sonsini Partner Becki DeGraw joins Jason on the latest edition of Startup Legal Basics! In this episode, they break down legal standards in the startup ecosystem(2:19), SAFE agreements and convertible notes(5:41), conflicts faced by founders and investors(20:58), and much more!
Time Stamps:
(00:00) Wilson Sonsini Partner Becki DeGraw joins Jason
(2:19) Breaking the box or sticking to widely accepted frameworks
(3:47) General trends and the adoption of safe agreements
(5:41) Differences between SAFE agreements and convertible notes
(10:34) Companies that raised high valuations during a hot market and need to raise funds again
(15:43) The impact of down rounds and pay-to-play provisions on investors, founders, and employees
(20:58) Conflicts faced by founders, existing investors, and new investors
(27:58) Surviving down markets
*
Check Out Wilson Sonsini: https://www.wsgr.com/en/
*
Read LAUNCH Fund 4 Deal Memo: https://www.launch.co/four
Apply for Funding: https://www.launch.co/apply
Buy ANGEL: https://www.angelthebook.com
Great recent interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland, PrayingForExits, Jenny Lefcourt
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow Jason:
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Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by… Eight Sleep. Good sleep is the ultimate game changer. Now you can add the Pod Pro Cover to any mattress! Go to eightsleep.com/twist to check out the Pod Pro Cover and get $150 off at checkout! Carta now lets you launch and administer SPVs for your syndicate. Share your knowledge, capital, and network to launch your syndicate SPVs through Carta. Get 10% off your first SPV at carta.com with promo code TWIST. LinkedIn Marketing. To redeem a $100 LinkedIn ad credit and launch your first campaign, go to linkedin.com/thisweekinstartups *
Today’s show:
PathAI CEO Andy Beck joins Jason to discuss AI in the medical field (1:58), demos his product, which uses AI to analyze millions of cells (15:37), and much more!
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Time stamps: (00:00) PathAI CEO Andy Beck joins Jason (1:58) How AI aids with health diagnosis (5:46) Analyzing biopsy images and labs switching to digital (7:43) How images and annotations from Pathologists are used to train the AI model (9:58) Eight Sleep - Go to https://eightsleep.com/twist to check out the Pod Cover and get $150 off at checkout! (11:30) Resistance to machine learning in the medical field (15:37) Andy demos PathAI’s AIM-PD-L1 algorithm (21:01) The measure it manage it phase and the road to more effective diagnosis (26:01) Carta - Get 10% off your first SPV at https://carta.com with promo code TWIST (27:27) The past 50 years in cancer diagnosis and looking into the next 10 (33:49) LinkedIn Marketing - Get a $100 LinkedIn ad credit at https://linkedin.com/thisweekinstartups (35:05) The use and scale of datasets and creation of systems in a capitalistic society (45:40) How PathAI is able to minimize hardware constraints (48:22) Democratizing access to health expertise
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Check out PathAI: https://www.pathai.com/ Follow Andy: https://twitter.com/andybeck *
Read LAUNCH Fund 4 Deal Memo: https://www.launch.co/four
Apply for Funding: https://www.launch.co/apply
Buy ANGEL: https://www.angelthebook.com
Great recent interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland, PrayingForExits, Jenny Lefcourt
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow Jason:
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Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Follow TWiST:
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Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by… Lemon.io - Hire pre-vetted remote developers, get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
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Superside. Design and creative are crucial for growth. Tech companies like Shopify, Amazon, and Meta have found the perfect solution: Superside. Get $2000 off with Superside's Startup Accelerator package https://www.superside.com/twist *
Today’s show:
Tim Urban joins Jason to break down the road to AGI(15:38), people's trust in organizations(57:31), trends in tech throughout history(25:36), and so much more!
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Time stamps: (00:00) The creator of Wait But Why, Tim Urban joins Jason (1:49) Movies and social media creating dopamine addicts (11:16) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist (12:36) Tim’s “Procrastination” Ted Talk and talks on AI (15:38) Tim’s book and his outlook on framing human history
(22:16) MasterClass - Get 15% off an annual membership at https://masterclass.com/startups (25:36) Trends in tech history and the road to AGI (33:29) The dark paths of AI (37:31) Superside - Go to https://superside.com/twist to get $2000 off with Superside's Startup Accelerator package (41:16) The exciting potential of AI (42:10) Breaking down the human operating system: What happens when there is no longer work? (46:56) The exponential growth of computing (50:26) Why it is difficult to predict the outcome of AI tech (52:35) Gains in AI and expanding our understanding of the universe (57:31) The history of trust in organizations (01:06:21) How to find the truth and how misinformation is spread
*
Check out Wait But Why: https://waitbutwhy.com/ Check out Tim’s Book: https://waitbutwhy.com/whatsourproblem Follow Tim: https://twitter.com/waitbutwhy *
Read LAUNCH Fund 4 Deal Memo: https://www.launch.co/four
Apply for Funding: https://www.launch.co/apply
Buy ANGEL: https://www.angelthebook.com
Great recent interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland, PrayingForExits, Jenny Lefcourt
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow Jason:
Twitter: https://twitter.com/jason
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
.Tech Domains has a new program called startups.tech, where you can get your startup featured on This Week in Startups. Go to https://startups.tech/jason to find out how!
Notion just launched Notion Projects, which includes new, powerful ways to manage projects and leverage the power of their built-in AI features too. Try it for free today at notion.com/twist.
OpenPhone. Create business phone numbers for you and your team that work through an app on your smartphone or desktop. TWiST listeners can get an extra 20% off any plan for your first 6 months at openphone.com/twist
*
Today’s show:
Sunny Madra joins Jason to demo 6 awesome AI products and features including Copilot2Trip(4:25), Hoppy Copy(19:40), Stable Doodle(34:31), and much more!
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Time stamps:
(00:00) Sunny Madra joins Jason (4:25)Sunny demos Copilot2Trip’s AI travel assistant (6:30) OpenAI’s fine-tuning ability (11:26) .Tech Domains - Apply to get your startup featured on This Week in Startups at https://startups.tech/jason (12:26) Comparing Copilot2Trip’s itinerary capabilities to Google Bard’s (16:51) What will become of Google Bard and ChatGPT (19:40) Sunny demos Hoppy Copy (24:41) Journalism in the digital era (28:55) Notion - Try Notion Projects for free today at notion.com/twist (31:01) The San Francisco Chronicles article and where AI struggles in journalism (34:31) Sunny demos Stable Doodle (36:32) Bringing back the voice interface (39:42) OpenPhone - Get 20% off your first six months at https://openphone.com/twist (43:01) Google Bard’s new Multimodal capability (50:39) Sunny demos 10Web’s AI website builder
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Check Out Copilot2Trip: https://copilot2trip.com/ Check Out Hoppy Copy: https://www.hoppycopy.co/ Check Out Stable Doodle: https://clipdrop.co/stable-doodle Check Out 10Web: https://10web.io/ Follow Sunny: https://twitter.com/sundeep *
Read LAUNCH Fund 4 Deal Memo: https://www.launch.co/four
Apply for Funding: https://www.launch.co/apply
Buy ANGEL: https://www.angelthebook.com
Great recent interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland, PrayingForExits, Jenny Lefcourt
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow Jason:
Twitter: https://twitter.com/jason
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is brought to you by…
Embroker. The Embroker Startup Insurance Program helps startups secure the most important types of insurance at a lower cost and with less hassle. Save up to 20% off of traditional insurance today at Embroker.com/twist. While you’re there, get an extra 10% off using offer code TWIST.
Vanta. Compliance and security shouldn't be a deal-breaker for startups to win new business. Vanta makes it easy for companies to get a SOC 2 report fast. TWiST listeners can get $1,000 off for a limited time at vanta.com/twist
Superside. Design and creative are crucial for growth. Tech companies like Shopify, Amazon, and Meta have found the perfect solution: Superside. Get quality design at scale without breaking the bank for your startup at superside.com/TWIST
*
Today’s show:
VenturusAI founder Emanuel Ciciu joins Jason as he dives into the origin story of his new startup before talking about building vertical AI solutions (1:30). Then Blackbird VC's Samantha Wong gives a presentation at Angel Summit about identifying soon-to-explode startup markets (41:53).
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Time stamps:
(0:00) Emanuel joins Jason
(1:30) VenturusAI origin story
(5:20) The evolution of prompt engineering
(9:09) Embroker - Use code TWIST to get an extra 10% off insurance at https://Embroker.com/twist
(10:23) The true cost of building on top of a LLM
(12:56) Building vertical AI solutions
(18:15) VenturusAI demo
(23:36) Vanta - Get $1000 off your SOC 2 at https://vanta.com/twist
(24:42) VenturusAI path to 100 customers
(29:51) Next steps for VenturusAI
(35:40) Jason places a bet
(40:28) Superside - Go to https://superside.com/twist to get $2000 off with Superside's Startup Accelerator package
(41:53) Blackbird VC's Samantha Wong on identifying soon-to-explode startup markets at Angel Summit
*
Check Out VenturusAI: https://venturusai.com/ Follow Samantha: https://twitter.com/holasammy *
Read LAUNCH Fund 4 Deal Memo: https://www.launch.co/four
Apply for Funding: https://www.launch.co/apply
Buy ANGEL: https://www.angelthebook.com
Great recent interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland, PrayingForExits, Jenny Lefcourt
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
Follow Jason:
Twitter: https://twitter.com/jason
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
Today’s show:
Wilson Sonsini Partner Becki DeGraw joins Jason to kick off another series of Startup Legal Basics! In this episode, they break down secondary market transactions, including the evolution of secondaries (00:50), trends in the industry (3:16), critical aspects of Qualified Small Business (QSBS) stock(20:06), and much more!
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Time stamps:
(00:00) Wilson Sonsini Partner Becki DeGraw joins Jason (00:50) The increased use of secondary markets (3:16) How companies staying private longer influenced the rise in secondaries (4:25) Determining how much founders should be allowed to sell (6:21) Spending more than a company is worth (9:26) The Pari-Passu concept explained and how it applies to early investors, founders, and employees (10:38) Who gets to sell pre-IPO (12:44) Off the cap table transactions and hypothetical scenarios (18:26) Tender offers and the NASDAQ secondary market (20:06) The critical aspects of qualified small business (QSBS) stock
*
Check Out Wilson Sonsini: https://www.wsgr.com/en/ *
Read LAUNCH Fund 4 Deal Memo: https://www.launch.co/four
Apply for Funding: https://www.launch.co/apply
Buy ANGEL: https://www.angelthebook.com
Great recent interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland, PrayingForExits, Jenny Lefcourt
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow Jason:
Twitter: https://twitter.com/jason
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
Crowdbotics. Great ideas can change the world, and Crowdbotics is the fastest way to turn those ideas into code. Get a free scoping session for your next big app idea at crowdbotics.com/twist
Coda. A new doc that brings words, tables and teams together. All your valuable data, plans, objectives, and strategies in one place. Go to https://coda.io/twist to get a $1,000 credit!
LinkedIn Marketing. To redeem a $100 LinkedIn ad credit and launch your first campaign, go to linkedin.com/thisweekinstartups
*
Today’s show:
Synthesia CEO Victor Riparbelli joins Jason to discuss how his startup uses AI to generate realistic video avatars (10:16) before demoing the product. Then, the two discuss job disruption (31:43), preventing deepfake misuse (45:18), and much more!
*
Time stamps:
(0:00) Synthesia CEO Victor Riparbelli joins Jason (3:47) Achieving unicorn status after Nvidia-backed fundraise (12:25) Crowdbotics - Get a free scoping session for your next big app idea at crowdbotics.com/twist (13:54) Determining pricing for the product (17:19) Victor demos Synthesia and its AI features (24:38) Coda - Get a $1,000 startup credit at https://coda.io/twist (31:43) Job Disruption: How AI will impact hiring and business functions (39:38) LinkedIn Marketing - Get a $100 LinkedIn ad credit at https://linkedin.com/thisweekinstartups (41:06) AI and dual fate technology (45:18) Preventing DeepFake misuse (52:40) OpenAI hit with a lawsuit
*
Check Out Synthesia: https://www.synthesia.io/ Follow Victor: https://twitter.com/vriparbelli *
Read LAUNCH Fund 4 Deal Memo: https://www.launch.co/four
Apply for Funding: https://www.launch.co/apply
Buy ANGEL: https://www.angelthebook.com
Great recent interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland, PrayingForExits, Jenny Lefcourt
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow Jason:
Twitter: https://twitter.com/jason
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
Lemon.io - Hire pre-vetted remote developers, get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
OpenPhone. Create business phone numbers for you and your team that work through an app on your smartphone or desktop. TWiST listeners can get an extra 20% off any plan for your first 6 months at openphone.com/twist
VEED makes it super easy for anyone (yes, you) to create great video. Filled with amazing features like templates, auto subtitles, text formatting, auto-resizing, a full suite of AI tools, and much more, VEED gives you the tools to engage your audience on any platform. Head to VEED.io to start creating incredible video content in minutes.
*
Today’s show:
Jason breaks down investors and companies using the GPU shortage as leverage to invest in AI startups (1:33) before discussing Microsoft’s run-in with EU regulators over bundling Teams into its Office suite (28:53). They wrap on the FTC's loss in its quest to stop Microsoft's Activision Blizzard acquisition, and Lina Khan’s track record as FTC chair (37:58).
*
Time stamps:
(0:00) Nick joins Jason
(1:33) Nvidia’s GPU leverage
(9:48) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
(11:07) CoreWeave’s pivot & the pros and cons of WFH
(19:28) OpenPhone - Get 20% off your first six months at https://openphone.com/twist
(20:54) Daniel Gross and Nat Friedman’s GPU play
(27:24) Veed - Sign up and engage your audience on any platform at https://www.veed.io/avatars?utm_campaign=TWIS&utm_medium=YT&utm_source=MKT
(28:53) Microsoft’s run-in with EU regulators over bundling
(37:58) FTC loses cases against Microsoft and Activision Blizzard merger
(46:37) Lina Khan’s track record as the head of the FTC
*
Follow Nick: https://twitter.com/nickcalacanis
*
Read LAUNCH Fund 4 Deal Memo: https://www.launch.co/four
Apply for Funding: https://www.launch.co/apply
Buy ANGEL: https://www.angelthebook.com
Great recent interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland, PrayingForExits, Jenny Lefcourt
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow Jason:
Twitter: https://twitter.com/jason
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
Fin can’t burn its mouth on hot pizza. Or wave at someone who wasn’t waving at them. Fin can resolve half of your customer support tickets instantly before they reach your team. Meet Fin. A breakthrough AI bot by Intercom – ready to join your support team today. Visit https://intercom.com/fin
Eight Sleep. Good sleep is the ultimate game changer. Now you can add the Pod Pro Cover to any mattress! Go to eightsleep.com/twist to check out the Pod Pro Cover and get $150 off at checkout!
Carta now lets you launch and administer SPVs for your syndicate. Share your knowledge, capital, and network to launch your syndicate SPVs through Carta. Get 10% off your first SPV with promo code TWIST at http://Carta.com
*
Today’s show:
Sunny Madra joins Jason to demo VenturusAI (11:01) and other tools, before discussing Sunny’s new AutoGPT project (34:38). They wrap up talking about Meta’s launch of Threads (49:08), Google’s attempts at building a social network, and Inflection AI’s new supercomputer (1:00:13).
*
Time stamps:
(0:00) Sunny joins Jason
(1:49) ChatGPT sees a decline in growth
(10:22) Fin - Try Fin, Intercom's new AI customer support chatbot, at https://intercom.com/fin
(11:01) Sunny demos VenturusAI
(24:29) Eight Sleep - Go to https://eightsleep.com/twist to check out the Pod Cover and get $150 off at checkout!
(26:01) Sunny demos Vercel
(34:38) Sunny's new AutoGPT
(41:58) Carta - Go to http://Carta.com and use code TWIST to get 10% off your first SPV
(43:29) The decision to be open-sourced or closed
(49:08) Meta’s new platform Threads
(1:00:13) Google’s attempts at a social network
(1:03:28) Inflection AI's supercomputer, roundtripping and training LLMs
*
Read LAUNCH Fund 4 Deal Memo: https://www.launch.co/four
Apply for Funding: https://www.launch.co/apply
Buy ANGEL: https://www.angelthebook.com
Great recent interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland, PrayingForExits, Jenny Lefcourt
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow Jason:
Twitter: https://twitter.com/jason
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is presented by:
Vanta. Compliance and security shouldn't be a deal-breaker for startups to win new business. Vanta makes it easy for companies to get a SOC 2 report fast. TWiST listeners can get $1,000 off for a limited time at vanta.com/twist
Embroker. The Embroker Startup Insurance Program helps startups secure the most important types of insurance at a lower cost and with less hassle. Save up to 20% off of traditional insurance today at Embroker.com/twist. While you’re there, get an extra 10% off using offer code TWIST.
House of Macadamias is the next big health trend! Get 20% off your first purchase and a free box of Namibian Sea Salted Macadamia Nuts at houseofmacadamias.com/twist by using code twist20!
*
Today’s show:
Lon joins Jason to extract the business lessons from the film Blackberry (2:19). The two discuss the company’s rise and fall, the benefits of having multiple co-founders (9:11), the psychology of framing (23:05), knowing when to "fake it 'til you make it" (56:19) and much more!
*
Time stamps:
(0:00) Cold open! “What got us here won’t get us there.”
(2:19) Jason and Lon intro Business Breakdowns - a new series!
(5:51) Blackberry cast breakdown
(9:11) Lessons: Importance of having multiple, complementary co-founders and market pull
(13:25) Vanta - Get $1000 off your SOC 2 at https://vanta.com/twist
(14:32) Lessons: “Burn the boats,” importance of diligence, product velocity
(21:51) Embroker - Use code TWIST to get an extra 10% off insurance at https://Embroker.com/twist
(23:05) Lesson: Framing the product or pitch
(26:11) Lesson: Importance of riding and recognizing paradigm shifts
(31:04) Lessons: Marketing as a status symbol, real-world virality, being of action, “bend don’t break”
(36:50) Lesson: What got you here won’t get you there
(40:53) House of Macadamias - Get 20% off and a free box of Namibian Sea Salted Macadamia Nuts at https://houseofmacadamias.com/twist by using code TWIST20
(42:12) Lessons: Blackberry’s downfall, importance of focus, product association
(53:13) Lesson: Knowing when to cash in your chips
(56:19) Lesson: Know when to “fake it ‘til you make it”
(59:51) Business Breakdown Awards, presented by Jason and Lon
*
Read LAUNCH Fund 4 Deal Memo: https://www.launch.co/four
Apply for Funding: https://www.launch.co/apply
Buy ANGEL: https://www.angelthebook.com
Great recent interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland, PrayingForExits, Jenny Lefcourt
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow Jason:
Twitter: https://twitter.com/jason
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is presented by: .Tech Domains has a new program called startups.tech, where you can get your startup featured on This Week in Startups. Go to https://startups.tech/jason to find out how!
Crowdbotics. Great ideas can change the world, and Crowdbotics is the fastest way to turn those ideas into code. Get a free scoping session for your next big app idea at crowdbotics.com/twist
Issuu is the all-in-one platform for creating and distributing beautiful digital content. Get started with Issuu today for free or sign up for an annual premium account and get 50% off when you go to Issuu.com/podcast and use promo code twist.
*
Today’s show:
Sol Reader CEO Ben Chelf joins Jason to discuss Sol Reader’s design (1:24), how wearable e-readers will create more focused readers (28:06) the ways in which devices reshape the human brain (24:37), and much more!
Follow Ben: https://twitter.com/bchelf
Check Out Sol Reader: https://solreader.com/
*
Time stamps:
(00:00) Sol Reader CEO Ben Chelf joins Jason (4:00) Ben presents the prototype and demos Sol Reader (8:28) LLM and future integrations for Sol Reader (12:40) .Tech Domains - Apply to get your startup featured on This Week in Startups at https://startups.tech/jason (14:04) Overcoming the challenges of a hardware startup (17:59) Sol Reader’s business model (21:09) Audio integration and transcript features (23:22) Optimizing Sol Reader's first product launch (26:38) Crowdbotics - Get a free scoping session for your next big app idea at https://crowdbotics.com/twist (28:06) The origin of the wearable e-reader concept and efforts to diminish screen time (38:45) Issuu - Sign up for free or get 50% off an annual premium account by using promo code twist at https://issuu.com/podcast (40:05) Initial product testers' feedback
(44:59) Apple’s Vision Pro headset
*
Read LAUNCH Fund 4 Deal Memo: https://www.launch.co/four
Apply for Funding: https://www.launch.co/apply
Buy ANGEL: https://www.angelthebook.com
Great recent interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland, PrayingForExits, Jenny Lefcourt
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow Jason:
Twitter: https://twitter.com/jason
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is presented by:
Squarespace. Turn your idea into a new website! Go to Squarespace.com/TWIST for a free trial. When you’re ready to launch, use offer code TWIST to save 10% off your first purchase of a website or domain.
LinkedIn Marketing. To redeem a $100 LinkedIn ad credit and launch your first campaign, go to linkedin.com/thisweekinstartups
Fin can’t burn its mouth on hot pizza. Or wave at someone who wasn’t waving at them. Fin can resolve half of your customer support tickets instantly before they reach your team. Meet Fin. A breakthrough AI bot by Intercom – ready to join your support team today. Visit https://intercom.com/fin
*
Today’s show:
Nick joins Jason, who breaks down a report that Shein has confidentially registered for a US IPO (1:24). This leads to a discussion about Shein’s alleged unethical labor practices and voting with your dollar (11:22), Shein’s influencer stunt that backfired, DWAC’s insider trading debacle (47:25), and self-driving vehicle footage being used as evidence in criminal cases (33:27).
*
Time stamps:
(0:00) Nick joins Jason for a full news show
(1:24) Shein confidentially registers for a US IPO
(9:54) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/TWIST
(11:22) Shein’s alleged labor practices and voting with your dollar
(31:58) LinkedIn Marketing - Get a $100 LinkedIn ad credit at https://linkedin.com/thisweekinstartups
(33:27) Shein’s TikTok "factory washing" campaign
(40:37) Fin - Try Fin, Intercom's new AI customer support chatbot, at https://intercom.com/fin
(41:21) Jason’s advice for Dani Carbonari
(47:25) Trump’s return to Twitter + Trump SPAC insider trading debacle
(57:03) Police forces using autonomous vehicle footage to prosecute suspects
*
Read LAUNCH Fund 4 Deal Memo: https://www.launch.co/four
Apply for Funding: https://www.launch.co/apply
Buy ANGEL: https://www.angelthebook.com
Great recent interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland, PrayingForExits, Jenny Lefcourt
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow Jason:
Twitter: https://twitter.com/jason
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is presented by: Crowdbotics. Great ideas can change the world, and Crowdbotics is the fastest way to turn those ideas into code. Get a free scoping session for your next big app idea at crowdbotics.com/twist Vanta. Compliance and security shouldn't be a deal-breaker for startups to win new business. Vanta makes it easy for companies to get a SOC 2 report fast. TWiST listeners can get $1,000 off for a limited time at vanta.com/twist OpenPhone. Create business phone numbers for you and your team that work through an app on your smartphone or desktop. TWiST listeners can get an extra 20% off any plan for your first 6 months at openphone.com/twist
*
Today’s show:
Perplexity’s Aravind Srinivas joins Jason to discuss competing with the major players in the generative search / AI chatbot market (1:25), designing an AI-powered search engine (4:49), and much more. *
Check out Perplexity: https://www.perplexity.ai/
Follow Aravind: https://twitter.com/AravSrinivas
*
Time stamps:
(00:00) Perplexity CEO Aravind Srinivas joins Jason
(1:25) Competing in the generative search / AI chatbot market
(4:49) How Perplexity's AI model formulates answers
(11:18) Crowdbotics - Get a free scoping session for your next big app idea at https://crowdbotics.com/twist
(12:46) How Perplexity is citing sources
(20:20) Incorporating advertising into AI chatbots
(25:32) Vanta - Get $1000 off your SOC 2 at https://vanta.com/twist
(26:40) How Perplexity recruits talent and Aravind's time at OpenAI
(32:04) The future of AI technology and overcoming overlap
(38:26) OpenPhone - Get 20% off your first six months at https://openphone.com/twist
(39:53) Meta's LLaMa model being leaked
*
Read LAUNCH Fund 4 Deal Memo: https://www.launch.co/four
Apply for Funding: https://www.launch.co/apply
Buy ANGEL: https://www.angelthebook.com
Great recent interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland, PrayingForExits, Jenny Lefcourt
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow Jason:
Twitter: https://twitter.com/jason
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is presented by:
Embroker. The Embroker Startup Insurance Program helps startups secure the most important types of insurance at a lower cost and with less hassle. Save up to 20% off of traditional insurance today at Embroker.com/twist. While you’re there, get an extra 10% off using offer code TWIST.
Lemon.io - Hire pre-vetted remote developers, get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
Eight Sleep. Good sleep is the ultimate game changer. Now you can add the Pod Pro Cover to any mattress! Go to eightsleep.com/twist to check out the Pod Pro Cover and get $150 off at checkout!
*
Today’s show:
Zapier’s Mike Knoop joins Jason to discuss the early days of Zapier before breaking down the evolution of app integrations and API usage (1:20). They dive into reducing friction for Zapier users, regulating AI, the limitations of present-day AI architecture, and more (43:06).
*
Check out Zapier: https://zapier.com/
Follow Mike: https://twitter.com/mikeknoop
*
Time stamps:
(0:00) Mike Knoop joins Jason
(1:20) Zapier’s origin story
(8:40) Zapier’s key inflection point and its profit-sharing model
(14:05) Zapier’s business model
(15:48) Embroker - Use code TWIST to get an extra 10% off insurance at https://Embroker.com/twist
(17:03) The evolution of app integrations and API usage
(23:41) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
(25:00) Zapier demo + incorporating AI into your workflow
(36:43) Eight Sleep - Go to https://eightsleep.com/twist to check out the Pod Cover and get $150 off at checkout!
(38:14) Linkedin tightening the belt on its API
(41:21) Zapier’s enterprise customers
(43:06) Reducing friction for Zapier users
(51:41) Regulating AI
(55:19) The limitations of present-day AI architecture
*
Read LAUNCH Fund 4 Deal Memo: https://www.launch.co/four
Apply for Funding: https://www.launch.co/apply
Buy ANGEL: https://www.angelthebook.com
Great recent interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland, PrayingForExits, Jenny Lefcourt
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow Jason:
Twitter: https://twitter.com/jason
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is presented by:
Notion just launched Notion Projects, which includes new, powerful ways to manage projects and leverage the power of their built-in AI features too. Try it for free today at notion.com/twist.
LinkedIn Jobs. A business is only as strong as its people, and every hire matters. Go to LinkedIn.com/TWIST to post your first job for free. Terms and conditions apply
Fin can’t burn its mouth on hot pizza. Or wave at someone who wasn’t waving at them. Fin can resolve half of your customer support tickets instantly before they reach your team. Meet Fin. A breakthrough AI bot by Intercom – ready to join your support team today. Visit https://intercom.com/fin
*
Today’s show:
Jason is joined by Vinny Lingham to break down IRL shutting down after faking 95% of users (1:12), ZIRP fraud (12:59), Databricks acquiring MosaicML for $1.3B, and some AI demos! (1:02:31)
*
Check out Waitroom: https://waitroom.com/
Follow Vinny: https://twitter.com/vinnylingham
*
Time stamps:
(0:00) Vinny joins Jason
(1:12) IRL's 19M fake users
(5:45) Twitter bots and the fake account problem
(11:50) Notion - Try it for free today at https://notion.com/twist
(12:59) Diligence in early-stage startups
(20:59) Databricks acquires MosaicML for $1.3B
(27:02) LinkedIn Jobs - Post your first job for free at https://linkedin.com/twist
(33:09) Testing Google’s new generative search
(37:47) Fin - Try Fin, Intercom's new AI customer support chatbot, at https://intercom.com/fin
(38:31) Testing generative search on the most expensive steaks in Los Angeles
(41:56) Vinny's thoughts on Toxic Wealth and the Titan tragedy
(53:34) DeepMind CEO says Gemini is more capable than ChatGPT
(1:02:31) Vinny demos Colorize and Replika
*
Read LAUNCH Fund 4 Deal Memo: https://www.launch.co/four
Apply for Funding: https://www.launch.co/apply
Buy ANGEL: https://www.angelthebook.com
Great recent interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland, PrayingForExits, Jenny Lefcourt
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow Jason:
Twitter: https://twitter.com/jason
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is presented by:
Squarespace. Turn your idea into a new website! Go to Squarespace.com/TWIST for a free trial. When you’re ready to launch, use offer code TWIST to save 10% off your first purchase of a website or domain.
OpenPhone. Create business phone numbers for you and your team that work through an app on your smartphone or desktop. TWiST listeners can get an extra 20% off any plan for your first 6 months at openphone.com/twist
Lemon.io - Hire pre-vetted remote developers, get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
*
Today’s show:
Jason first reflects on the Titan submersible tragedy as he discusses the concept of ‘Toxic Wealth’ (1:41). Then, he explains why Meta will remove news content from Instagram and Facebook in Canada due to Bill C-18 (14:59). Finally, Elizabeth Yin gives a presentation live from Angel Summit on her five major learnings from 700+ startup investments (22:59).
*
Follow Elizabeth: https://twitter.com/dunkhippo33
Check Out Hustle Fund: https://www.hustlefund.vc
*
Time stamps:
(0:00) Elizabeth’s passion
(1:41) Jason discusses the Titan submersible tragedy and how money can lead to recklessness and toxic wealth
(13:40) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/TWIST
(14:59) Meta removes news content from Instagram and Facebook in Canada
(21:33) OpenPhone - Get 20% off your first six months at https://openphone.com/twist
(22:59) Elizabeth Yin of Hustle Fund at Angel Summit
(31:32) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
(32:51) How to invest in startups
(50:17) Q&A with Angel Summit audience
*
Read LAUNCH Fund 4 Deal Memo: https://www.launch.co/four
Apply for Funding: https://www.launch.co/apply
Buy ANGEL: https://www.angelthebook.com
Great recent interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland, PrayingForExits, Jenny Lefcourt
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow Jason:
Twitter: https://twitter.com/jason
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is presented by:
iConnections is a platform to connect and meet with elite capital allocators through their online platform and bespoke events. The first 25 VC funds to sign up for iConnections Miami 2024 event in January of next year will receive a 20% discount! Head to iConnections.io/twist to sign up today!
Crowdbotics. Great ideas can change the world, and Crowdbotics is the fastest way to turn those ideas into code. Get a free scoping session for your next big app idea at crowdbotics.com/twist.
Vanta. Compliance and security shouldn't be a deal-breaker for startups to win new business. Vanta makes it easy for companies to get a SOC 2 report fast. TWiST listeners can get $1,000 off for a limited time at vanta.com/twist.
*
Today’s show:
First, StoneAlgo CEO Devin Jones joins Jason for a jam session on scaling his startup, which is building “Zillow for diamonds” (4:38). Then, Mar Hershenson gives a presentation on “The Art of Picking.” (38:19)
Mar’s talk was recorded live at LAUNCH Angel Summit.
*
Follow StoneAlgo: https://twitter.com/stonealgo
Follow Mar: https://twitter.com/MarHershenson
*
Time stamps:
(0:00) Cold intros DO work!
(1:30) Jason explains what LAUNCH looks for in startup investments
(4:38) Jason intros StoneAlgo CEO Devin Jones, who breaks down his startup: “Zillow for Diamonds”
(14:27) iConnections - Get 20% off iConnections Miami 2024 event at http://iconnections.io/twist
(15:58) Bootstrapping StoneAlgo as a side project, never underestimating categories, understanding the diamond market
(26:10) Crowdbotics - Get a free scoping session for your next big app idea at crowdbotics.com/twist
(27:37) Capital efficiency, frugality, how Devin scored an investment off of a cold email
(37:13) Vanta - Get $1000 off your SOC 2 at https://vanta.com/twist
(38:19) Pear VC’s Mar Hershenson gives a talk on “The Art of Picking” live from LAUNCH Angel Summit
*
Read LAUNCH Fund 4 Deal Memo: https://www.launch.co/four
Apply for Funding: https://www.launch.co/apply
Buy ANGEL: https://www.angelthebook.com
Great recent interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland, PrayingForExits, Jenny Lefcourt
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow Jason:
Twitter: https://twitter.com/jason
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is presented by:
LinkedIn Marketing. To redeem a $100 LinkedIn ad credit and launch your first campaign, go to linkedin.com/thisweekinstartups.
VEED makes it super easy for anyone (yes, you) to create great video. Filled with amazing features like templates, auto subtitles, text formatting, auto-resizing, a full suite of AI tools, and much more, VEED gives you the tools to engage your audience on any platform. Head to VEED.io to start creating incredible video content in minutes.
Fin can’t burn its mouth on hot pizza. Or wave at someone who wasn’t waving at them. Fin can resolve half of your customer support tickets instantly before they reach your team. Meet Fin. A breakthrough AI bot by Intercom – ready to join your support team today. Visit intercom.com/fin.
*
Today’s show:
First, EyeRate CEO Ray Weisberg joins Jason to break down his startup’s business model (4:55), category creation and framing (13:32), how they plan on scaling from $10M to $100M (22:51), and more. Then, Steve Jurvetson gives a presentation on discovering and identifying disruptive new technologies. (36:34)
Steve’s talk was recorded live at LAUNCH Angel Summit.
*
Follow EyeRate: https://twitter.com/EyeRateBusiness
Follow Steve: https://twitter.com/FutureJurvetson
*
Time stamps:
(0:00) Great founders sometimes means very little contact!
(1:42) Jason explains LAUNCH’s investment strategy and ownership targets
(4:55) EyeRate CEO Ray Weisberg breaks down EyeRate’s early pivot, how they help real-world businesses increase customer engagement, and how the business is scaling
(12:10) LinkedIn Marketing - Get a $100 LinkedIn ad credit at https://linkedin.com/thisweekinstartups
(13:32) Lessons learned from scaling from $0 to nearly $10M in revenue, “category creation,” and framing
(21:19) Veed - Sign up and engage your audience on any platform at https://www.veed.io
(22:51) Thoughts on scaling from $10M to $100M, understanding market pull, content marketing ideas, hiring C-suite “bar raisers,” write-first culture
(35:52) Fin - Try Fin, Intercom's new AI customer support chatbot, at https://intercom.com/fin
(36:34) Steve Jurvetson gives a talk on finding and investing in disruptive technologies
(1:00:37) Steve takes a couple of questions from Jason and the audience
*
Read LAUNCH Fund 4 Deal Memo: https://www.launch.co/four
Apply for Funding: https://www.launch.co/apply
Buy ANGEL: https://www.angelthebook.com
Great recent interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland, PrayingForExits, Jenny Lefcourt
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow Jason:
Twitter: https://twitter.com/jason
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is presented by:
Hampton. Are you a startup founder or CEO seeking expert advice? Join Hampton, the private, highly vetted community for high-growth founders. Get invaluable insights, connections, and support to accelerate your business at joinhampton.com/twist today!
Squarespace. Turn your idea into a new website! Go to Squarespace.com/twist for a free trial. When you’re ready to launch, use offer code TWIST to save 10% off your first purchase of a website or domain.
.Tech domains are the go-to namespace to build anything in tech… and home to the world’s most innovative startups. Secure your .Tech domain today and lock down a 1-year domain for $10, or a 5-year domain for $50 at go.tech/TWIST!
*
Today’s show:
Atreides Management’s Gavin Baker joins Jason to break down the current macro picture, the AI platform shift, and the reshuffling of the entire tech deck. (1:27) They also cover the potential impact of AI recursively improving itself and extinction risks (15:06) before discussing chip demand, Nvidia’s outlook, and more! (25:13) Then, Embroker's Chief Insurance Officer David Derigiotis explains how to differentiate your business with cybersecurity! (40:24)
Gavin's fireside chat was recorded live at LAUNCH Angel Summit in Napa.
*
Time stamps:
(0:00) Gavin and Jason on joining the resistance!
(1:27) Current macro picture, the AI platform shift, and how AI is reshuffling everything in tech
(13:42) Hampton - Join Hampton's community of high-growth founders today at https://joinhampton.com/twist
(15:06) Exponential compounding of generative AI, AGI chances, recursive AI improvement
(23:55) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/TWIST
(25:13) Chip demand, Nvidia’s outlook, which high-end fields might be most at risk, extinction risks
(39:02) .Tech Domains - get a 1-year domain for $10 or a 5-year domain for $50 at https://go.tech/TWIST
(40:24) Embroker Chief Insurance Officer David Derigiotis gives a talk on how to differentiate your business with cybersecurity
*
Read LAUNCH Fund 4 Deal Memo: https://www.launch.co/four
Apply for Funding: https://www.launch.co/apply
Buy ANGEL: https://www.angelthebook.com
Great recent interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland, PrayingForExits, Jenny Lefcourt
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow Jason:
Twitter: https://twitter.com/jason
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
*
All opinions expressed in this episode are solely the speakers’ own opinions and do not necessarily reflect the opinion of any firm affiliated with the speakers. This episode is for informational purposes only and should not be relied upon as a basis for investment decisions. Clients of the speakers’ firms may maintain positions in the securities discussed.
This Week in Startups is presented by:
Trovata. Starting up is hard. Trovata makes managing cash easy. Start automating your cash management at Trovata.io/TWIST. Use Code TWIST for 30% off one full year of premium features like AI forecasting.
Embroker. The Embroker Startup Insurance Program helps startups secure the most important types of insurance at a lower cost and with less hassle. Save up to 20% off of traditional insurance today at Embroker.com/twist. While you’re there, get an extra 10% off using offer code TWIST.
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*
Today’s show:
Reddit CEO and Co-Founder Steve Huffman joins Jason to discuss building a platform that serves Reddit's community (13:33), addresses the situation with third-party apps and moderators (35:00), and much more!
*
Time stamps:
(00:00) Reddit CEO Steve Huffman joins Jason
(2:40) The evolution of Reddit and its community
(4:10) The tailwinds powering Reddit and Steve's thoughts on speech mitigation
(12:00) Trovata - Use code TWIST at https://trovata.io/twist for 30% off one year of premium features, like AI forecasting
(13:33) The Reddit "Keep it real" ethos and the importance of allowing open debate
(17:47) Authoritarianism and challenging orthodoxies
(24:29) Embroker - Use code TWIST to get an extra 10% off insurance at https://Embroker.com/twist
(25:44) Steve's optimism for AI and why this is only the beginning
(35:00) The response to Reddit's API use in various LLMs
(37:57) Eight Sleep - Go to https://eightsleep.com/twist to check out the Pod Pro Cover and get $150 off at checkout!
(39:29) Going in-depth on Reddit's situation and API history
(48:03) What it comes down to for third-party apps
(56:20) What changed Steve's opinion on advertising
*
Read LAUNCH Fund 4 Deal Memo: https://www.launch.co/four
Apply for Funding: https://www.launch.co/apply
Buy ANGEL: https://www.angelthebook.com
Great recent interviews: Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland, PrayingForExits, Jenny Lefcourt
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow Jason:
Twitter: https://twitter.com/jason
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is presented by:
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Today’s show:
Forever Voices CEO John Meyer joins Jason to discuss becoming a Thiel fellow (2:48), how his AI technology can make influencers and celebrities bionic (15:26), how it enables universal interaction (23:37), and more!
Follow John: https://twitter.com/BEASTMODE
Time stamps:
(0:00) Forever Voices CEO John Meyer joins Jason
(2:48) John discusses becoming a Thiel fellow
(9:25) Microsoft for Startups Founders Hub - Apply in 5 minutes for six figures in discounts at http://aka.ms/thisweekinstartups
(10:58) John explains what led to his decision to start Forever Voices
(15:26) How this technology will evolve over time
(18:05) The use of AI in grief counseling
(22:28) Crowdbotics - Get a free scoping session for your next big app idea at https://crowdbotics.com/twist
(23:37) Thoughts on expanding past celebrities and influencers
(24:38) What CarynAI is and its impact on society
(37:21) OpenPhone - Get 20% off your first six months at https://openphone.com/twist
(38:50) Developing these AI models and preventing addiction on this platform (45:46) Will the AI variants be developed by others (48:25) Jason’s advice for founders on raising capital
*
Read LAUNCH Fund 4 Deal Memo: https://www.launch.co/four
Apply for Funding: https://www.launch.co/apply
Buy ANGEL: https://www.angelthebook.com
Great recent interviews: Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland, PrayingForExits, Jenny Lefcourt
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow Jason:
Twitter: https://twitter.com/jason
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is presented by:
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Today’s show:
First up, Jason does a full breakdown of what’s going on at Reddit, and why this is happening now (1:21). Then, Brad Gerstner joins to break down the state of the markets in 2023 (18:28), his “Time to Get Fit” letter to Meta (30:06), and more!
Brad’s fireside chat was recorded live at LAUNCH Angel Summit in Napa.
Follow Brad: https://twitter.com/altcap
*
Time stamps:
(0:00) Jason tees up today’s segments!
(1:21) Breaking down the Reddit situation: Why 2000’s-era web companies relied on third-party apps built on their API
(3:10) Origin and current state of the Reddit revolt, CEO Steve Huffman’s AMA and comments
(10:27) Jason’s hot takes on how to solve the third-party app API pricing issue, Reddit’s IPO price, and more
(17:00) LinkedIn Jobs - Post your first job for free at https://linkedin.com/twist
(18:28) Brad Gerstner joins live from Angel Summit! Importance on non-consensus conviction, first-party research, how Brad first invested in Facebook
(29:00) Vanta - Get $1000 off your SOC 2 at https://vanta.com/twist
(30:06) Brad breaks down the greatness in Zuckerberg and Meta’s reaction to his “Time to Get Fit” letter
(34:08) Current state of the markets
(38:05) iConnections - Get 20% off iConnections Miami 2024 event at http://iconnections.io/twist
(39:48) Predicting what the AI innovation cycle will look like when compared to past cycles: pc, internet, mobile, cloud; why now is the most important time for AI investing
*
Read LAUNCH Fund 4 Deal Memo: https://www.launch.co/four
Apply for Funding: https://www.launch.co/apply
Buy ANGEL: https://www.angelthebook.com
Great recent interviews: Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland, PrayingForExits, Jenny Lefcourt
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow Jason:
Twitter: https://twitter.com/jason
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is presented by:
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*
Todays show:
Vinny and Sunny are back! First, Vinny demos Waitroom (2:12), before the group breaks down Apple’s new Vision Pro headset (41:10), then, Sunny demos a suite of new AI tools, including Meta’s MusicGen model(19:53).
Follow Vinny: https://twitter.com/vinnylingham
Checkout Waitroom: https://waitroom.com/
Follow Sunny: https://twitter.com/sundeep
Checkout Definitive: https://definitive.io/
*
Time stamps:
(00:00) Vinny and Sunny join Jason (2:12) Waitroom's features (5:38) Waitroom's design for VC's and Sunny's thoughts (9:42) Features to add to next (13:43) Masterclass - Get 15% off an annual membership to MasterClass at https://masterclass.com/startups. (19:53) Meta's MusicGen (24:26) Creating music with AI (29:03) Merge - Integrate up to 3 customers for free today at https://merge.dev/twist (30:35) Exploring authenticity as AI becomes more prevalent (32:27) Sunny demos LumaLabs (36:55) Jason AI interviews Steve Jobs (39:45) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist (41:10) Apple's Vision Pro headset (42:32) The key differences between Oculus Meta Quest and Apple's Vision Pro (49:49) The effects of headsets in the workplace (52:53) Using ControlNet to create artwork for QR codes (56:39) Developing code using Replit
*
Read LAUNCH Fund 4 Deal Memo & Apply for Funding
Great recent interviews: Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland, PrayingForExits, Jenny Lefcourt
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow Jason:
Twitter: https://twitter.com/jason
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is presented by:
Embroker. The Embroker Startup Insurance Program helps startups secure the most important types of insurance at a lower cost and with less hassle. Save up to 20% off of traditional insurance today at Embroker.com/twist. While you’re there, get an extra 10% off using offer code TWIST.
LinkedIn Marketing. To redeem a $100 LinkedIn ad credit and launch your first campaign, go to [linkedin.com/thisweekinstartups](http://linkedin.com/thisweekinstartups.)
Squarespace. Turn your idea into a new website! Go to Squarespace.com/TWIST for a free trial. When you’re ready to launch, use offer code TWIST to save 10% off your first purchase of a website or domain.
*
Today’s show:
The contents of this episode were recorded live at LAUNCH Angel Summit in Napa.
DoorDash Chief Product Officer and Co-Founder Stanley Tang joined Jason live on stage at Angel Summit to discuss DoorDash’s founding story, avoiding ZIRP distractions, and the cloud kitchen movement (1:23).
Then, Jason sits down with Kelli Fontaine of Cendana Capital, Sophia Amoruso of Trust Fund, and Paige Doherty of Behind Genius Ventures to chat about becoming and investing in first-time fund managers (36:49).
Follow Stanley: https://twitter.com/stanleytang
Check Out DoorDash: https://www.doordash.com/
Follow Kelli: https://twitter.com/kells_bells
Check Out Cendana Capital: https://www.cendanacapital.com/
Follow Paige: https://twitter.com/paigefinnn
Check Out Behind Genius Ventures: https://www.behindgeniusventures.com/
Follow Sophia: https://twitter.com/sophiaamoruso
Check Out Trust Fund: https://www.trustfund.vc/
*
Time stamps:
(0:00) Nick kicks off the show
(1:23) DoorDash’s founding story with Stanley Tang
(11:06) Embroker - Use code TWIST to get an extra 10% off insurance at https://Embroker.com/twist
(12:20) The Palo Alto delivery experiemnt
(16:07) DoorDash’s first delivery
(18:21) The era of excess
(23:00) LinkedIn Marketing - Get a $100 LinkedIn ad credit at https://linkedin.com/thisweekinstartups
(24:23) Avoiding ZIRP distractions
(26:44) Navigating through the pandemic
(30:59) The Cloud Kitchen movement
(35:31) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/TWIST
(36:49) Defining a fund of funds and selecting managers with Kelli Fontaine of Cendana Capital
(44:00) Raising a private fund with Paige Doherty of Behind Genius Ventures
(48:14) The origin story of Trust Fund with Sophia Amoruso
(53:42) The prevalence of startup funds
(59:35) Advice for first-time fund managers and having the ability to say no
(1:04:36) Running a small fund in a sustainable matter
*
Read LAUNCH Fund 4 Deal Memo & Apply for Funding
Great recent interviews: Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland, PrayingForExits, Jenny Lefcourt
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow Jason:
Twitter: https://twitter.com/jason
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is presented by:
Crowdbotics. Great ideas can change the world, and Crowdbotics is the fastest way to turn those ideas into code. Get a free scoping session for your next big app idea at crowdbotics.com/twist
The Microsoft for Startups Founders Hub helps all founders build a better startup, at a lower cost, from day one. Startups get up to $150K in Azure credits, access to free OpenAI credits, free dev tools like GitHub, technical advisory, access to mentors and experts, and so much more. There is no funding requirement, and it only takes minutes to join. Sign up today at aka.ms/thisweekinstartups
OpenPhone. Create business phone numbers for you and your team that work through an app on your smartphone or desktop. TWiST listeners can get an extra 20% off any plan for your first 6 months at openphone.com/twist
*
Today’s show:
Replika Co-Founder and CEO Eugenia Kuyda breaks down her startup’s origin story and purpose (1:43), the relationships users have with its AI chatbot (10:21), the potential of AI therapists, Replika’s new chatbot Blush, and more! (35:10)
Follow Eugenia: https://twitter.com/ekuyda
Check Out Replika: https://replika.ai/
*
Time stamps:
(0:00) Eugenia joins Jason
(1:43) Replika’s origin story
(8:54) Crowdbotics - Get a free scoping session for your next big app idea at crowdbotics.com/twist
(10:21) Replika’s purpose and their current user base
(16:21) Relationships within the app
(20:25) Microsoft for Startups Founders Hub - Apply in 5 minutes for six figures in discounts at http://aka.ms/thisweekinstartups
(21:58) Creating happiness with AI
(26:26) Avoiding addiction
(29:25) Demographics within the AI field
(33:42) OpenPhone - Get 20% off your first six months at https://openphone.com/twist
(35:10) Crafting LLMs to envoke thought-provoking questions and AI therapy
(49:53) Replika's new AI chatbot, Blush
(1:01:05) The loneliness crisis and specific cases for using these AIs
*
Read LAUNCH Fund 4 Deal Memo & Apply for Funding
Great recent interviews: Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland, PrayingForExits, Jenny Lefcourt
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow Jason:
Twitter: https://twitter.com/jason
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is presented by:
Coda. A new doc that brings words, tables and teams together. All your valuable data, plans, objectives, and strategies in one place. Go to https://coda.io/twist to get a $1,000 credit!
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VEED makes it super easy for anyone (yes, you) to create great video. Filled with amazing features like templates, auto subtitles, text formatting, auto-resizing, a full suite of AI tools, and much more, VEED gives you the tools to engage your audience on any platform. Head to VEED.io to start creating incredible video content in minutes.
*
Today’s show:
CEO and Founder of Vistim Labs James Hamet joins Jason, as they discuss the current roadblocks with diagnosing dementia (1:18), before James breaks down how they use AI to detect signs of neurological disease (23:29). Then, Jason sits down with Kaitlin Malin at SALT iConnections New York, to discuss the keys to angel investing and AI (40:52).
Follow James: https://www.linkedin.com/in/jchamet/
Check Out Vistim Labs: https://vistimlabs.com/
*
Time stamps:
(0:00) James joins Jason
(1:18) The faults with how we diagnose Dementia today
(6:46) Visitim Labs’ product
(9:25) Coda - Get a $1,000 startup credit at https://coda.io/twist
(10:46) Test trials and patient demographics
(12:53) Vistim’s go-to-market strategy
(18:24) Miro - Sign up for a free account at https://miro.com/startups
(20:32) James shares a video demoing Vistim Labs’ capabilities
(23:29) James’ previous startup, Neurable
(27:02) Catching Alzhimers’ early, habits that prevent neurological disease and the four horseman
(39:23) Veed - Sign up and engage your audience on any platform at https://www.veed.io
(40:52) Jason’s sits down with Kaitlin Malin at SALT iConnections New York
(46:03) Raising a 506-C fund’
(52:13) Jason’s keys to becoming a successful angel
(58:27) Jason’s thoughts on AI
*
Read LAUNCH Fund 4 Deal Memo & Apply for Funding
Great recent interviews: Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland, PrayingForExits, Jenny Lefcourt
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow Jason:
Twitter: https://twitter.com/jason
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is presented by:
Squarespace. Turn your idea into a new website! Go to https://Squarespace.com/TWIST for a free trial. When you’re ready to launch, use offer code TWIST to save 10% off your first purchase of a website or domain.
Release. Large enterprises pose unique challenges for SaaS startups. Unlock customers with unique needs for private and single-tenant hosting without the toil of DIY with Release Delivery. Get your first month free at https://release.com/twist .
Notion just launched Notion Projects, which includes new, powerful ways to manage projects and leverage the power of their built-in AI features too. Try it for free today at https://notion.com/twist.
*
Todays show:
Rory Sutherland joins Jason to cover an almost unbelievable range of topics. The limits of this conversation know no bounds! Don't miss this one.
Follow Rory: https://twitter.com/rorysutherland
*
Time stamps:
(00:00) Rory Sutherland joins Jason
(2:28) Broad adoption of video conferencing
(7:26) Unpacking simple social norms
(11:46) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/TWIST
(13:05) The importance of framing and the role of reliability
(15:04) The pandemic's influence on video conferencing trends
(18:46) A.I.'s role in a post-pandemic world
(21:53) Application of A.I.
(22:45) Brainstorming and how the human brain functions
(23:44) Rory Vs. ChatGPT brainstorming unique soda flavors
(28:43) Release - Get your first month free at https://release.com/twist
(30:12) ChatGPT's response
(34:55) The behavioral science behind AI suggestions to humans
(36:34) Tolerating eccentricity within the ad industry
(38:42) The disproportionate faith in AI vs Humans
(41:04) Notion - Try it for free today at notion.com/twist
(42:30) AI and the dormant fallacy (55:57) What is driving the next generation
(57:59) Modern work trends: Vacation time, the four-day weekend, and flexible work
(01:07:26) The Jevons paradox in Economics and the WGA strike
(01:16:19) Technology that doesn't quite think like a human
(01:22:30) The Elgin Marbles controversy
(01:25:16) Reevaluating the concept of retirement age
(01:28:24) The startup surge in UAE
(01:32:53) Promoting social freedom, betting on startups, and marketing outrageous products
(01:44:25) Discussing historical houses and the Ennis house
*
Read LAUNCH Fund 4 Deal Memo & Apply for Funding
Great recent interviews: Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland, PrayingForExits, Jenny Lefcourt
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*
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This Week in Startups is presented by:
Vanta. Compliance and security shouldn't be a deal-breaker for startups to win new business. Vanta makes it easy for companies to get a SOC 2 report fast. TWiST listeners can get $1,000 off for a limited time at vanta.com/twist.
Embroker. The Embroker Startup Insurance Program helps startups secure the most important types of insurance at a lower cost and with less hassle. Save up to 20% off of traditional insurance today at Embroker.com/twist. While you’re there, get an extra 10% off using offer code TWIST.
.Tech domains are the go-to namespace to build anything in tech… and home to the world’s most innovative startups. Secure your .Tech domain today and lock down a 1-year domain for $10, or a 5-year domain for $50 at https://go.tech/TWIST today!
*
Today's show:
Sunny and Vinny are back to break down what's next after AI layoffs(30:10), discuss RunwayML's massive valuation(52:09), and more!
Follow Vinny: https://twitter.com/vinnylingham
Check Out Waitroom: https://waitroom.com/
Follow Sunny: https://twitter.com/sundeep
Check Out Definitive: https://definitive.io/prompts/new
*
Time stamps:
(00:00) Sunny and Vinny join Jason
(1:39) Sunny demos Runway
(9:16) Jason AI interviews AI Steve Jobs
(12:37) Vanta - Get $1000 off your SOC 2 at https://vanta.com/twist
(13:44) Jason AI interviews AI Steve Jobs continued
(18:27) The potential for genealogist AI startup
(22:26) Converting thoughts into text with Audio Pen AI tool
(24:40) Microsoft charging 40% more for AI-enhanced services
(28:55) Embroker - Use code TWIST to get an extra 10% off insurance at https://Embroker.com/twist
(30:10) Comparing hiring with improving employee efficiency
(33:46) The ChatGPT share feature
(37:47) Meta's Image Bing AI tool
(40:33) .Tech - Lock down a 1-year domain for $10, or a 5-year domain for $50 at https://go.tech/TWIST
(42:01) Microsoft integrating AI into windows
(49:29) The Sales Recording Law
(52:09) Big funding rounds and why investors must get in early
(55:30) Japan going all in on copyright
*
Read LAUNCH Fund 4 Deal Memo & Apply for Funding
Great recent interviews: Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland, PrayingForExits, Jenny Lefcourt
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow Jason:
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Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is presented by:
Vanta. Compliance and security shouldn't be a deal-breaker for startups to win new business. Vanta makes it easy for companies to get a SOC 2 report fast. TWiST listeners can get $1,000 off for a limited time at vanta.com/twist.
Trovata. Starting up is hard. Trovata makes managing cash easy. Start automating your cash management at Trovata.io/TWIST. Use Code TWIST for 30% off one full year of premium features like AI forecasting.
The Microsoft for Startups Founders Hub helps all founders build a better startup, at a lower cost, from day one. Startups get up to $150K in Azure credits, access to free OpenAI credits, free dev tools like GitHub, technical advisory, access to mentors and experts, and so much more. There is no funding requirement, and it only takes minutes to join. Sign up today at aka.ms/thisweekinstartups
*
Todays show:
MosaicML Co-Founder and CEO Naveen Rao joins Jason to discuss the open-source vs closed AI debate, the profound impact of AI on society (41:06) AI’s rapid pace of change, and its implications for the future of employment and education (40:42). They wrap the show by breaking down the potential problems with centralized regulation (54:37).
Follow Naveen: https://twitter.com/NaveenGRao
Check Out MosaicML: https://mosaicml.com
*
Time stamps:
(00:00) Naveen Rao joins Jason
(2:54) MosaicML and its purpose
(5:10) Obtaining datasets and incentivizing creators
(8:30) Vanta - Get $1000 off your SOC 2 at https://vanta.com/twist
(9:37) The process of using your data with MosaicML
(11:55) Defining tokens and prompts
(16:53) Fine-tuning the AI model and reinforcement learning
(19:27) The competition with open-source models
(24:26) The cost of running AI models
(26:08) Trovata - Use code TWIST at https://trovata.io/twist for 30% off one year of premium features, like AI forecasting
(27:35) How the GPU crunch has affected cloud models
(32:13) Why demand will not cease
(34:21) Specialized models vs. general models (39:12) Microsoft for Startups Founders Hub - Apply in 5 minutes for six figures in discounts at http://aka.ms/thisweekinstartups
(40:42) The impact AI will have on employment
(48:49) The impact AI will have on education
(54:37) Thoughts on OpenAI becoming ClosedAI
*
Read LAUNCH Fund 4 Deal Memo & Apply for Funding
Great recent interviews: Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland, PrayingForExits, Jenny Lefcourt
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
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*
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This Week in Startups is presented by:
House of Macadamias is the next big health trend! Get 20% off your first purchase and a free bottle of cold-pressed macadamia oil at houseofmacadamias.com/twist by using code twist20!
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Meowtel. Traveling soon? Book a local and insured sitter on Meowtel, the #1 cat sitting app. Save $25 on your first booking with code TWIST25 at https://meowtel.com!
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Today’s show:
Looking Glass Co-Founder and CEO Shawn Frayne joins Jason to demo their new hologram assistant (1:03) before breaking down the unique use cases for Looking Glass’s technology and Shawn’s perspective on the pace of AI (10:24).
Follow Shawn: https://twitter.com/shawninvents
Check Out Looking Glass: https://lookingglassfactory.com/
*
Time stamps:
(0:00) Shawn joins Jason
(1:03) Shawn demos Looking Glass’ hologram assistant + Looking Glass’ business model
(8:53) House of Macadamias - Get 20% off and a free bottle of cold-pressed macadamia oil at https://houseofmacadamias.com/twist by using code TWIST20
(10:24) AI’s impact on product design and how users interact with Looking Glass’ platform
(17:57) Investing in hardware startups
(20:43) Crowdbotics - Get a free scoping session for your next big app idea at http://crowdbotics.com/twist
(22:10) Looking Glass’ customer base
(31:23) Meowtel - Get $25 off your first booking with code TWIST25 at https://meowtel.com
(32:42) Shawn’s perspective on AI
(37:18) Shawn and Jason’s first picks for holographic assistants
*
Read LAUNCH Fund 4 Deal Memo & Apply for Funding
Great recent interviews: Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland, PrayingForExits, Jenny Lefcourt
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow Jason:
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*
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This Week in Startups is presented by:
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*
Today's Show:
Jack Krawczyk, the head Google’s Bard team, chats with Jason about Bard’s capabilities and Google’s plan for monetization. Following a few demonstrations of the AI chatbot (43:32), Jason wraps the episode with some thoughts on the series finale of HBO’s Succession (01:01:45)
Follow Jack: https://twitter.com/JackK
*
Time stamps:
(00:00) Jack Krawczyk joins Jason
(4:58) Discussing the responsible release of products
(7:43) The delicate balance of choosing to release or hold
(10:24) LinkedIn Jobs - Post your first job for free at https://linkedin.com/twist
(11:57) Addressing concerns about the usage of creators' content
(13:42) Unpacking the process of vetting new features and the purpose of Google's Red Team
(18:39) Integrating tools and features into the framework of Bard
(20:51) Upholding core values in the incorporation of tools
(23:58) Hampton - Join Hampton's community of high-growth founders today at https://joinhampton.com/twist
(25:23) The impact of Bard's coding capabilities on developers
(29:36) Gauging the distance from non-developers writing meaningful code
(31:11) The business model behind Google Bard
(34:18) Meowtel - Get $25 off your first booking with code TWIST25 at https://meowtel.com
(36:44) The potential paths ahead
(39:30) Google's vision for plugins and opportunities for startups
(43:32) Jack demos Google Bard
(55:52) Reflecting on the pace of AI
(01:01:45) Breaking down HBO's Succession and why it's a must-watch
*
Read LAUNCH Fund 4 Deal Memo & Apply for Funding
Great recent interviews: Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland, PrayingForExits, Jenny Lefcourt
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
Follow Jason:
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Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
Follow TWiST:
Substack: https://twistartups.substack.com
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YouTube: https://www.youtube.com/thisweekin
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is presented by:
VEED makes it super easy for anyone (yes, you) to create great video. Filled with amazing features like templates, auto subtitles, text formatting, auto-resizing, a full suite of AI tools, and much more, VEED gives you the tools to engage your audience on any platform. Head to VEED.io to start creating incredible video content in minutes.
OpenPhone. Create business phone numbers for you and your team that work through an app on your smartphone or desktop. TWiST listeners can get an extra 20% off any plan for your first 6 months at openphone.com/twist
iConnections is a platform to connect and meet with elite capital allocators through their online platform and bespoke events. The first 25 VC funds to sign up for iConnections Miami 2024 event in January of next year will receive a 20% discount! Head to iConnections.io/twist to sign up today!
*
Today’s show:
Altimeter’s Brad Gerstner and Mubadala's Ibrahim Ajami join Jason to discuss their first UAE impressions (1:33), how the country is attracting startup talent, unclogging the capital allocator log jam, and more (19:43)!
*
Follow Brad: https://twitter.com/altcap
Follow Ibrahim: https://twitter.com/IbrahimAjami
*
Time stamps:
(0:00) Brad and Ibrahim join Jason
(1:33) First impressions of the UAE
(10:25) Veed - Head to https://www.veed.io/pricing?utm_campaign=TWIS&utm_medium=Marketing&utm_source=YouTube and start creating professional-quality videos in minutes!
(11:55) The story of Mubadala
(19:43) Attracting talent to the UAE
(26:53) OpenPhone - Get 20% off your first six months at https://openphone.com/twist
(28:21) The shifting perspective of the UAE and the opportunity it presents
(35:07) The level of curiosity in Abu Dhabi
(37:02) iConnections - Get 20% off iConnections Miami 2024 event at http://iconnections.io/twist
(38:21) Adjusting to the changing market
(41:58) Mubadala’s portfolio and investing in SoftBank’s Vision Fund
(49:40) Getting fit
(56:27) Unclogging the manager log jam and the denominator problem
(1:04:59) Investing in relationships
(1:11:38) The progression of the UAE
*
Read LAUNCH Fund 4 Deal Memo & Apply for Funding
Great recent interviews: Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland, PrayingForExits, Jenny Lefcourt
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow Jason:
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LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Follow TWiST:
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YouTube: https://www.youtube.com/thisweekin
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is presented by:
Embroker. The Embroker Startup Insurance Program helps startups secure the most important types of insurance at a lower cost and with less hassle. Save up to 20% off of traditional insurance today at http://embroker.com/twist. While you’re there, get an extra 10% off using offer code TWIST.
Hyperice. Warm up and recover faster with the Hypervolt 2 massage gun and Normatec compression therapy boots. Save $50 off your order of $150 or more with code TWIST50 at checkout on http://hyperice.com/.
Release. Large enterprises pose unique challenges for SaaS startups. Unlock customers with unique needs for private and single-tenant hosting without the toil of DIY with Release Delivery. Get your first month free at https://release.com/twist .
*
Today’s show:
Lon Harris is BACK to discuss the WGA strike and how ChatGPT can (and will) impact Hollywood writers (6:18). They also break down how streaming services can appeal to show writers, Spotify’s planned AI-for-ads, and more! (19:56)
Follow Lon: https://twitter.com/Lons
Check Out Binge Boys: https://podcasts.apple.com/us/podcast/binge-boys/id1535514923
*
Time stamps:
(0:00) Lon joins Jason
(1:44) Jason discusses his new reality TV show
(6:18) The WGA Strike and the misconceptions of Hollywood
(13:29) Embroker - Use code TWIST to get an extra 10% off insurance at https://Embroker.com/twist
(14:33) Employing writers and the lack of transparency in the film industry
(19:56) Breaking rank as a streaming service
(24:21) Hyperice - Get $50 off your order of $150 or more with code TWIST50 at http://hyperice.com/
(25:30) Hollywood writers’ thoughts on ChatGPT
(37:14) Release - Get your first month free at https://release.com/twist
(38:41) Creating Adam Sandler movies with ChatGPT
(42:15) Jason and Lon breakdown if Succession will go down as a top HBO show
(48:51) Jason’s advice to the writers union and streaming services
(53:06) HBO debuts Max
(1:00:13) Spotify’s new use for AI
(1:06:09) Highly anticipated releases, plus Jason and Lon’s thoughts on how TikTok is affecting society
*
Read LAUNCH Fund 4 Deal Memo & Apply for Funding
Great recent interviews: Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland, PrayingForExits, Jenny Lefcourt
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow Jason:
Twitter: https://twitter.com/jason
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is presented by:
Crowdbotics. Great ideas can change the world, and Crowdbotics is the fastest way to turn those ideas into code. Get a free scoping session for your next big app idea at http://crowdbotics.com/twist
Hampton. Are you a startup founder or CEO seeking expert advice? Join Hampton, the private, highly vetted community for high-growth founders. Get invaluable insights, connections, and support to accelerate your business at http://joinhampton.com/twist today!
The Microsoft for Startups Founders Hub helps all founders build a better startup, at a lower cost, from day one. Startups get up to $150K in Azure credits, access to free OpenAI credits, free dev tools like GitHub, technical advisory, access to mentors and experts, and so much more. There is no funding requirement, and it only takes minutes to join. Sign up today at http://aka.ms/thisweekinstartups
*
Today’s show:
Galileo AI’s Arnaud Benard joins Jason to demo their text-to-UI platform before discussing the AI startup scene in Silicon Valley (3:47). Then Lunour’s Scott Bair gives a presentation on how to design loved products from rough wireframes to a polished design (34:17).
Follow Arnaud: https://twitter.com/arnaudai
Check Out Galileo AI: https://www.usegalileo.ai/
Follow Scott: https://twitter.com/scott_bair
Check Out Lunour : https://www.lunour.com/
*
Time stamps:
(0:00) Arnaud joins Jason
(1:29) Discovering Galileo AI
(3:47) Arnaud demos Galileo
(9:28) Crowdbotics - Get a free scoping session for your next big app idea at http://crowdbotics.com/twist
(10:36) Galileo’s inception, its business metrics and its AI models
(17:28) Hampton - Join Hampton's community of high-growth founders today at https://joinhampton.com/twist
(18:52) Building an AI startup today
(24:43) Arnaud’s position on AutoGPTs
(28:02) San Francisco’s startup and food scene
(32:43) Microsoft for Startups Founders Hub - Apply in 5 minutes for six figures in discounts at http://aka.ms/thisweekinstartups
(34:17) How to design loved products with Scott Bair
*
Read LAUNCH Fund 4 Deal Memo & Apply for Funding
Great recent interviews: Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland, PrayingForExits, Jenny Lefcourt
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow Jason:
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LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Follow TWiST:
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*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is presented by:
LinkedIn Marketing. To redeem a $100 LinkedIn ad credit and launch your first campaign, go to http://linkedin.com/thisweekinstartups.
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Lemon.io. Hire pre-vetted remote developers, get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
*
Today’s show:
Jason hosts another pitch competition featuring two startups from our Founder University program! Apply for Founder University: https://course.founder.university
Check out NeighborBrite: https://neighborbrite.com/
Check out Coffee Clozers: https://www.coffeeclozers.com/
*
Time stamps:
(0:00) Jason kicks off the show
(1:22) Jason and Kelly introduce the pitch competition
(4:25) Luis pitches NeighborBrite
(12:19) LinkedIn Marketing - Get a $100 LinkedIn ad credit at https://linkedin.com/thisweekinstartups
(13:32) Liam pitches Coffee Clozers
(21:24) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/TWIST
(22:42) The value of Founder University
(25:46) Jason awards the $25K investment
(31:09) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
(32:28) Q&A with Jason
*
Read LAUNCH Fund 4 Deal Memo & Apply for Funding
Great recent interviews: Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland, PrayingForExits, Jenny Lefcourt
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow Jason:
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Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Follow TWiST:
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Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is presented by:
Issuu is the all-in-one platform for creating and distributing beautiful digital content. Get started with Issuu today for free or sign up for an annual premium account and get 50% off when you go to http://issuu.com/podcast and use promo code twist.
Vanta. Compliance and security shouldn't be a deal-breaker for startups to win new business. Vanta makes it easy for companies to get a SOC 2 report fast. TWiST listeners can get $1,000 off for a limited time at http://vanta.com/twist
.Tech domains are the go-to namespace to build anything in tech… and home to the world’s most innovative startups. Secure your .Tech domain today and lock down a 1-year domain for $10, or a 5-year domain for $50 at http://go.tech/TWIST today!
*
Today’s show:
Sunny joins Jason to discuss the latest in AI. They chat about the launch of ChatGPT’s new iOS app and demo Google’s MusicLM (1:24). Then, Sunny tests AssemblyAI’s LeMUR and Wondercraft AI before wrapping with a look at Stable Diffusion’s deep fake capabilities (29:38).
Follow Sunny: https://twitter.com/sundeep
*
Time stamps:
(0:00) Sunny joins Jason
(1:24) ChatGPT launches its IOS app
(4:59) Sunny demos Google’s MusicLM
(8:14) Issuu - Sign up for free or get 50% off an annual premium account by using promo code twist at https://issuu.com/podcast
(9:33) Having taste, and how did Google train MusicLM
(21:02) Vanta - Get $1000 off your SOC 2 at https://vanta.com/twist
(22:09) The legal issues with training MusicLM
(29:38) Sunny demos AssemblyAI’s LeMur
(38:34) .Tech domains - lock down a 1-year domain for $10, or a 5-year domain for $50 at http://go.tech/TWIST
(39:58) Sunny demos Wondercraft AI
(47:18) Stable Diffusion’s deep fake technology
(51:36) Creating more content with AI
*
Read LAUNCH Fund 4 Deal Memo & Apply for Funding
Great recent interviews: Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland, PrayingForExits, Jenny Lefcourt
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
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LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Follow TWiST:
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*
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is presented by:
Squarespace. Turn your idea into a new website! Go to http://squarespace.com/TWIST for a free trial. When you’re ready to launch, use offer code TWIST to save 10% off your first purchase of a website or domain.
Trovata. Starting up is hard. Trovata makes managing cash easy. Start automating your cash management at http://trovata.io/TWIST.Use Code TWIST for 30% off one full year of premium features like AI forecasting.
OpenPhone. Create business phone numbers for you and your team that work through an app on your smartphone or desktop. TWiST listeners can get an extra 20% off any plan for your first 6 months at http://openphone.com/twist
Today’s show:
Jason and Brad speak with Mubadala Capital’s Head of Ventures, Ibrahim Ajami, at Hub71 in the UAE. The three discuss how startups can survive and thrive in an economic downturn (1:02) before diving into the sacrifices that founders must make to create an incredible product. (14:16) They also explain how the AI revolution will affect software, startups, capital allocators, and more! (40:36)
Follow Mubadala: https://twitter.com/MubadalaCapital
Follow Ibrahim: https://twitter.com/IbrahimAjami
Follow Hub71: https://twitter.com/hub71ad
Follow Brad: https://twitter.com/altcap
Time stamps:
(0:00) Nick kicks off the show
(1:02) Surviving the downturn
(12:46) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/TWIST
(14:16) Sacrificing to build a great product
(26:34)Trovata - Use code TWIST at https://trovata.io/twist for 30% off one year of premium features, like AI forecasting
(27:47) Brad’s letter to Mark Zuckerberg and AI creating ultra-efficient startups
(39:02) OpenPhone - Get 20% off your first six months at https://openphone.com/twist
(40:36) The AI revolution
(50:48) The implications of AI on the software industry
(55:50) Creating the Silicon Valley culture
(59:32) Reflecting on the success of the Launch Accelerator
(1:06:23) Building culture within your firm and dealing with failure
(1:19:03) Opinions on WFH
(1:25:05) Recognizing product velocity
(1:29:11) Advice for young founders
(1:34:47) Advice for founders in emerging markets
Read LAUNCH Fund 4 Deal Memo & Apply for Funding
Great recent interviews: Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland, PrayingForExits, Jenny Lefcourt
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
Follow Jason:
Twitter: https://twitter.com/jason
Instagram: https://www.instagram.com/jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
Follow TWiST:
Substack: https://twistartups.substack.com
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Subscribe to the Founder University Podcast: https://www.founder.university/podcast
This Week in Startups is presented by:
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Today’s show:
Rewind AI CEO and Co-Founder Dan Siroker joins Jason to break down his viral fundraising strategy before diving into a demo of Rewind’s AI software (1:27). Then, Scott Bair of Lunour gives a talk on how to build a strong brand, where he dives into topics like branding, creating a logo and more! (34:49)
Follow Dan: https://twitter.com/dsiroker
Check out Rewind: https://www.rewind.ai
Time stamps:
(0:00) Dan Siroker joins Jason
(1:27) Dan discusses his method of raising capital publicly and the valuation they settled on
(9:08) Merge - Integrate up to 3 customers for free today at https://merge.dev/twist
(10:38) Advice for founders taking a high valuation, choosing the right firm, and differentiating Rewind AI from file search
(19:03) Embroker - Use code TWIST to get an extra 10% off insurance at https://Embroker.com/twist
(20:35) Dan demos Rewind AI
(25:04) Privacy concerns, dealing with legal issues, and Rewind’s enterprise use cases
(33:21) Hyperice - Get $50 off your order of $150 or more with code TWIST50 at http://hyperice.com/
(34:49) How to build a strong brand with Scott Bair
Read LAUNCH Fund 4 Deal Memo & Apply for Funding
Great recent interviews: Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland, PrayingForExits, Jenny Lefcourt
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Today’s show:
Jason is joined by Magic.dev CEO and Co-Founder Eric Steinberger to discuss how his startup makes developers more efficient with AI by auto-generating code. The first portion of the interview features Eric demoing his software. Then, Jason and Eric dive into the impact that these rapid AI advancements will have on society (31:28), how their tools have the potential to significantly minimize coding time and what that means for entrepreneurship (13:55), and much more!
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Time stamps:
(00:00) Eric Steinberger joins Jason
(1:44) Eric and Jason explain what Magi.dev is
(3:43) Eric Demos Magic.dev
(9:13) What makes this AI model unique
(11:02) Crowdbotics - Get a free scoping session for your next big app idea at http://crowdbotics.com/twist
(12:11) Magic.dev's motivation behind building their own language model
(13:55) The efficiency gains achieved with Magic.dev
(17:32) Exploring reinforcement learning and grounding the AI model
(19:45) Microsoft for Startups Founders Hub - Apply in 5 minutes for six figures in discounts at http://aka.ms/thisweekinstartups
(21:19) The two parallel paths unfolding
(23:57) How close we are to developing more capable AI systems
(31:28) The impact of Moore's Law on technology and society
(37:34) Release - Get your first month free at https://release.com/twist
(39:03) Alternative perspectives on the pace of AI advancement
(43:14) The origins of Eric's positive outlook on AI
(47:49) Thought's on AI regulation and choke points
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Read LAUNCH Fund 4 Deal Memo & Apply for Funding
Great recent interviews: Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland, PrayingForExits, Jenny Lefcourt
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
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Follow Jason:
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LinkedIn: https://www.linkedin.com/in/jasoncalacanis
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Rachel joins Jason to discuss Caryn AI and its rapid rise in popularity before explaining Gen Z everyday uses for AI (1:11). They wrap up by breaking down the Senate hearing regarding AI regulation (49:56).
(0:00) Rachel joins Jason
(1:11) Rachel breaks down CarynAI
(10:33) LinkedIn Jobs - Post your first job for free at https://linkedin.com/twist
(11:59) The ethics of Forever Voices and creating digital AI clones
(21:25) Notion - Apply for Notion for Startups at https://notion.com/jason
(22:40) How Gen Z is using AI, AI-powered filters, and Milli Vanilli
(32:01) Hampton - Join Hampton's community of high-growth founders today at https://joinhampton.com/twist
(33:20) Jason gives a history lesson, Rupert Murdoch's infamous trial and Snapchat's AI chatbot
(49:56) AI Senate hearings
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Sunny and Vinny are back to demo some new AI tools (14:08), discuss open-source vs. "ClosedAI" (38:45), and more!
(0:00) Jason kicks off the show
(1:31) Jason's trip to the UAE and Abu Dhabi's 30-year investment horizon
(12:39) Miro - Sign up for a free account at https://miro.com/startups
(14:08) Sunny demos ChatPDF and LLMs' future in the workforce
(24:23) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
(25:41) Google's new universal translator
(30:11) What is Hugging Face?
(37:26) iConnections - Get 20% off iConnections Miami 2024 event at http://iconnections.io/twist
(38:45) Open-source vs. "ClosedAI" and the race to build AI hardware
(48:28) Comparing Google Bard to ChatGPT
(1:01:13) Google's vision for Gmail and AWS's partnership with Hugging Face
FOLLOW Vinny: https://twitter.com/VinnyLingham
FOLLOW Sunny: https://twitter.com/sundeep
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Links:
https://www.semianalysis.com/p/google-we-have-no-moat-and-neither
https://www.chatpdf.com
https://huggingface.co/espnet/kan-bayashi_ljspeech_vits
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Emmanuel de Maistre joins Jason to demo Scenario’s AI-powered game asset generator (3:54) before breaking down future applications of Scenario’s technology. Then, Presh gives a presentation on how to build no-code apps (26:41).
(0:00) Emmanuel de Maistre joins Jason
(1:29) The cost of developing video games
(3:54) Emmanuel demos Scenario
(11:29) Vanta - Get $1000 off your SOC 2 at https://vanta.com/twist
(12:45) Emmanuel demos Scenario continued, and the cost and use cases for this technology
(22:49) House of Macadamias - Get 20% off and a free bottle of cold-pressed macadamia oil at https://houseofmacadamias.com/twist by using code TWIST20
(24:20) Addressing artist’s concerns
(26:41) Other applications for Scenario’s technology
(29:08) Emmanuel’s prior ventures
(31:23) Regulating AI
(36:50) Crowdbotics - Get a free scoping session for your next big app idea at http://crowdbotics.com/twist
(37:59) How to build No-Code apps
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Dee Murthy joins Jason to discuss the origin of the Group Chat podcast before talking about his new startup, Ghost (1:44). They then delve into fostering a community, staying true to your brand, and more! (30:12)
(0:00) Dee Murthy joins Jason
(1:44) The Origin of Group Chat podcast
(11:32) Embroker - Use code TWIST to get an extra 10% off insurance at https://Embroker.com/twist
(13:06) The impact of the Group Chat podcast
(18:49) The premise of Ghost
(22:57) QuickNode - Get one month free by using code TWIST at https://go.quicknode.com/twist
(24:15) Focusing on your customers and raising capital
(30:12) Fostering a community
(37:26) OpenPhone - Get 20% off your first six months at https://openphone.com/twist
(39:00) Understanding your brand’s voice
(46:09) Effective influencer marketing
(52:01) More on Ghost
FOLLOW Dee: https://twitter.com/deemurthy
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Reid Hoffman joins Jason to discuss AI's current "crescendo moment," and its ability to amplify human capabilities (1:50). Then, they discuss AI regulation, real-world use cases, and much more! (25:55)
(0:00) Reid Hoffman joins Jason
(1:50) AI’s “crescendo moment,”
(12:48) Release - Get your first month free at https://release.com/twist
(14:20) AI's ability to amplify human capability
(24:21) Microsoft for Startups Founders Hub - Apply in 5 minutes for six figures in discounts at http://aka.ms/thisweekinstartups
(25:55) Regulating AI
(35:35) Veed - Head to https://www.veed.io/pricing?utm_campaign=TWIS&utm_medium=Marketing&utm_source=YouTube and start creating professional-quality videos in minutes!
(36:45) The future of AI startups and Inflection AI's mission
(44:01) AI's real-world applications
(48:20) Compensating creators and real-world uses for AI
(57:27) Google's ability to compete in the AI race
FOLLOW Reid: https://twitter.com/reidhoffman
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Aaron Levie joins Jason to discuss the launch of Box AI (19:13), AI as a platform shift, its potential effects on employment dynamics (25:53), and much more!
(00:00) Aaron Levie joins Jason
(4:12) Thoughts on the impact and pace of AI
(6:54) Aaron's "Aha!" moment
(10:02) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/TWIST
(11:33) Getting consent to use data from customers
(13:50) Creating an AI model for early adopters
(19:13) Aaron demos Box AI
(24:33) MasterClass - Get up to 35% off for Mother’s Day at https://masterclass.com/startups
(25:53) AI making the workforce more efficient
(33:29) How AI technology affects morale
(36:45) The non-obvious uses of AI
(38:24) Hampton - Join the Hampton community today at http://joinhampton.com/twist
(39:44) The Writers Guild strike in Hollywood
(46:57) Copyright and citations
(53:49) The challenges with Crypto
FOLLOW Aaron: https://twitter.co/levie
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Vinny and Sunny join Jason for another AI roundtable to demo ChatGPT’s web browsing capabilities (1:44), discuss AI’s effect on productivity and the workforce (13:53), demo Opus Clip and ChatGPT’s Zillow plugin (33:44), and more!
(0:00) Vinny and Sunny join Jason
(1:44) GPT-4 web browsing demo
(9:10) Inside.com’s AI strategy
(12:22) LinkedIn Marketing - Get a $100 LinkedIn ad credit at https://linkedin.com/thisweekinstartups
(13:53) AI’s effect on productivity and the workforce
(23:36) Hyperice - Get $50 off your order of $150 or more with code TWIST50 at http://hyperice.com/
(25:04) Personal use cases for ChatGPT
(30:56) Market Pull
(33:44) Opus Clip demo
(39:55) Trovata - Use code TWIST at https://trovata.io/twist for 30% off one year of premium features, like AI forecasting
(41:08) Synthesia
(43:11) Zillow plugin demo
(49:51) The future of ChatGPT Plugins
FOLLOW Sunny: https://twitter.com/sundeep
FOLLOW Vinny: https://twitter.com/vinnylingham
FOLLOW Jason: https://linktr.ee/calacanis
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AstroForge CEO Matthew Gialich joins Jason to discuss his startup’s lofty goal of mining Platinum Group Metals from asteroids (1:11). They discuss the recent launch of their Brokkr-1 space vehicle, the company’s road map to gather PGMs successfully from space, and SpaceX’s impact on the space industry (5:42). Then, Founder University’s Kelly Schricker gives a presentation on how to set up a fundraising process for your startup (31:51).
(0:00) AstroForge’s Matthew Gialich joins Jason
(1:11) The purpose of mining asteroids
(5:42) Brokkr-1 mission
(10:38) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/TWIST
(12:09) AstroForge’s roadmap
(16:07) Unit economics of hardware-based businesses
(17:38) Scaling Virgin Orbit and Virgin Galactic
(20:51) Pilot - Get 20% off the first 6 months at https://pilot.com/twist
(22:20) The evolution of the space economy
(30:43) Crowdbotics - Get a free scoping session for your next big app idea at http://crowdbotics.com/twist
(31:51) How to set up a fundraising process
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Airbnb CEO and Co-Founder Brian Chesky joins Jason to tell the story of Airbnb’s early startup struggles (1:29) and discuss how the company has restructured operations to heighten focus on the product and its customers (16:05). They dive into addressing customer complaints, hyper-focused marketing, the AI opportunity for Airbnb, and much more (40:26).
(0:00) Airbnb’s Brain Chesky joins Jason
(1:29) Brian’s experience with early rejection
(14:48) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
(16:05) Airbnb’s company structure and focusing on product first
(25:26) Miro - Sign up for a free account at https://miro.com/startups
(26:42) Staying focused, getting permission from your customers, and Airbnb’s new updates
(38:53) Embroker - Use code TWIST to get an extra 10% off insurance at https://Embroker.com/twist
(40:26) Addressing customer complaints and Brian’s philosophy on remote work
(49:23) AI’s future in hospitality and Brian’s personal experience with ChatGPT
FOLLOW Brian: https://twitter.com/bchesky
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First up, Jason breaks down Uber’s huge Q1 results! (1:21) Then, Unlearn.AI CEO Charles Fisher joins to discuss the advancements his company is making in fast-tracking clinical trials (9:49), how machine learning is used in drug development (16:24), Unlearn’s business model (35:24), and more!
(0:00) Jason kicks off the show
(1:21) Uber’s Q1 earnings
(8:31) QuickNode - Get one month free by using code TWIST at https://go.quicknode.com/twist
(9:49) The foundation of Unlearn.AI
(12:42) Unlearn.AI’s impact on the clinical trial process
(14:24) Criticisms of the current clinical trial model
(16:24) ML’s Impact on drug discovery
(24:16) CacheFly - Get 10 terabytes free by signing up at https://twist.cachefly.com
(25:42) The data used in the medical system today
(34:05) Microsoft for Startups Founders Hub - Apply in 5 minutes for six figures in discounts at http://aka.ms/thisweekinstartups
(35:24) Unlearn.AI’s business model
(40:22) Building a foundational model for health
(44:06) The pace of AI today vs. the previous decade
(46:35) More on Unlearn.AI’s business model
(48:15) Creating foundational datasets in health
FOLLOW Charles: https://twitter.com/charleskfisher
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Jason is joined by Semafor Co-Founder and EIC Ben Smith to dive into his new book and explore the current state of media. They break down BuzzFeed vs Gawker, why media unions might not work (29:35), the future of journalism (36:54), and much more!
(0:00) Jason kicks off the show
(1:55) Semafor's Ben Smith joins Jason
(4:27) Ben's career in media
(6:19) The previous era of publishing
(9:13) The significance of BuzzFeed and Gawker
(13:49) LinkedIn Jobs - Post your first job for free at https://linkedin.com/twist
(14:53) Gawker's ethos
(19:31) The bet on companies like Facebook for media
(23:25) BuzzFeed's future
(24:51) Vanta - Get $1000 off your SOC 2 at https://vanta.com/twist
(26:07) Vice and Vox
(29:35) Unions in media
(35:34) iConnections - Get 20% off iConnections Miami 2024 event at https://iConnections.io/twist
(36:54) The clash between journalism and business
(45:34) Broadcast TV and going direct
(46:19) What is happening with Fox and CNN
(52:48) SBF and Semafor
FOLLOW Ben: https://twitter.com/semaforben
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Sunny and Vinny are back to break down ChatGPT's latest innovation: the Code Interpreter. They demonstrate its capabilities with two separate datasets on EVs in America and US Bank Failures (10:58) before discussing how platforms like ChatGPT will revolutionize organizational efficiency (31:19).
(0:00) Jason kicks off the show
(2:06) ChatGPT's new code interpreter
(9:24) OpenPhone - Start your free trial and get 20% off at https://openphone.com/twist
(10:58) ChatGPT's Code Interpreter example with EV data
(23:50) Coda - Get a $1,000 startup credit at https://coda.io/twist
(25:13) The global GPU shortage
(28:10) ChatGPT's Code Interpreter example with US Bank Failures
(31:19) How ChatGPT will change the modern-day organization
(38:55) Release - Get your first month free at https://release.com/twist
(40:27) Getting more efficient with ChatGPTs new updates
(47:53) Web browsing with ChatGPT
(56:11) How this technology will enable people
(1:04:15) How this has impacted Sunny
FOLLOW Sunny: https://twitter.com/sundeep
FOLLOW Vinny: https://twitter.com/vinnylingham
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OTHER LINKS:
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TechCrunch's Alex Wilhelm joins Jason to break down the big tech's Q1 earning reports (0:53). They discuss Google's culture of entitlement, Microsoft's AI momentum, Meta's year of efficiency, how Amazon may be in for a few quarters of pain, and Snap's double-digit drop (21:11).
(0:00) Nick kicks off the show
(0:53) TechCrunch's Alex Wilhelm joins Jason
(1:23) Reflecting on SVB contagion
(3:48) First Republic Bank and BuzzFeed's stock
(6:16) Uber's profits
(8:23) Embroker - Use code TWIST to get an extra 10% off insurance at https://Embroker.com/twist
(9:56) The SF boom/bust
(14:52) More on BuzzFeed
(19:41) Miro - Sign up for a free account at https://miro.com/startups
(21:11) Google's earnings
(25:28) Google's culture of entitlement
(31:40) Integrating ChatGPT into your workflow
(35:47) AI innovation in hospitality
(38:12) Crowdbotics - Get a free scoping session for your next big app idea at http://crowdbotics.com/twist
(39:23) Microsoft's earnings
(43:19) Meta earnings
(54:29) Amazon's earnings
(1:04:08) Snap's earnings
(1:11:34) Thoughts on TikTok
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Billy McFarland joins Jason to discuss the lessons he has learned from his Fyre Fest fraud, before discussing the festival’s origin story and what led him to winding up in jail (1:36). This leads to an all-encompassing conversation about Billy’s early days as an entrepreneur, his experience in prison, and if he is a changed man (13:46).
(0:00) Jason kicks off the show
(1:36) Reflecting on Fyre Festival
(6:57) The origin of Billy’s charisma & communication
(11:31) Billy’s first experience with computers
(12:29) Vanta - Get $1000 off your SOC 2 at https://vanta.com/twist
(13:46) Spling
(14:40) Billy’s experience in solitary confinement
(17:52) The origins of Fyre Festival
(25:34) Pilot - Get 20% off the first 6 months at https://pilot.com/twist
(27:06) Billy’s behavioral changes
(29:02) Fyre Festival ticket sales
(30:41) Fyre’s board of directors
(36:22) DIY Syndrom
(39:28) Hyperice - Get $50 off your order of $150 or more with code TWIST50 at http://hyperice.com/
(40:57) Billy’s early release from prison
(43:37) Billy’s prison experience
(46:22) The final moments before Fyre Festival
(50:44) Can we trust Billy Macfarland 2.0?
FOLLOW Billy: https://twitter.com/pyrtbilly
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Vinny and Sunny join Jason to discuss the three phases of AI adoption and the emergence of new business models (1:55), which leads to a conversation about Grimes open-sourcing her AI-generated vocals before debating whether the government should regulate AI (24:57). They wrap with a conversation about AI’s technical constraints, OpenAI’s transparency issues, and the future of startups (39:31).
(0:00) Show start
(1:04) Vinny and Sunny join Jason
(1:55) The three phases of AI adoption
(11:15) CacheFly - Get 10 terabytes free by signing up at https://twist.cachefly.com
(12:41) Building AI applications
(18:27) House of Macadamias - Get 20% off your first purchase and a free bottle of cold-pressed macadamia oil at http://houseofmacadamias.com/twist by using code twist20
(19:59) Emerging business models
(24:57) Grimes’ approach to AI-generated music
(28:31) Notion - Take the first step toward an organized, happier team. Apply for Notion for Startups at https://notion.com/jason.
(30:04) Regulating AI
(39:31) The technical constraints of AI
(45:33) Becoming more efficient with AI
(51:16) OpenAI’s lack of transparency
(1:01:44) Lessons from Mahalo
(1:05:55) The future of startups
(1:08:36) Reflecting on the Starship launch
FOLLOW Sunny: https://twitter.com/sundeep
FOLLOW Vinny: https://twitter.com/vinnylingham
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Jason starts the show by breaking down Spotify’s latest earnings report before discussing pop star Grimes taking to Twitter to announce a new business model for her AI-generated music (1:44). Then, Cafe X CEO Henry Hu joins Jason to discuss their latest equity crowdfund and being resilient, surviving a downturn, and more (18:22).
(0:00) Jason kicks off the show
(1:44) Spotify Earnings
(8:25) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/TWIST
(9:56) Grimes takes an AI-based music approach
(16:57) LinkedIn Marketing - Get a $100 LinkedIn ad credit at https://linkedin.com/thisweekinstartups
(18:22) What is Cafe X?
(26:20) Advantages of a robot arm
(31:10) Brilliant.org - Get 20% off an annual subscription at http://brilliant.org/twist
(32:40) Cafe X’s pivot
(38:07) Pricing of the Cafe X system
(40:54) Cafe X’s OS
(42:42) Raising equity crowdfunding
(43:11) Navigating edge issues
(45:22) Finding success and Cafe X’s current focus
(50:38) Inventing menu items and other use cases
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Tome CEO Keith Peiris joins Jason to demo Tome’s AI-powered text-to-presentation platform (10:25). They discuss concerns about the pace of AI and the prevalence of 10x engineers (35:55), before Velocity Growth’s Jen Bryan breaks down how to get started with paid ads (47:19).
(0:00) Jason kicks off the show
(2:013) Tome CEO Keith Peiris joins Jason
(5:27) Creating a pitch deck with Tome
(8:48) Microsoft for Startups Founders Hub - Apply in 5 minutes for six figures in discounts at http://aka.ms/thisweekinstartups
(10:25) Tome Demo
(23:10) Clumio - Start a free backup, or sign up for a demo at https://clumio.com/twist
(24:28) Datasets and What the future holds
(28:18) Integrating AI elements into Tome's platform
(29:51) Deploying capital responsibly
(31:53) Acquiring talent
(34:36) Mercury - Apply in minutes and get up to $5M in FDIC insurance at https://mercury.com
(35:55) Concerns about the pace of AI
(44:12) The prevalence of the 10x engineer
(47:19) Velocity Growth's Jen Bryan on getting started with paid advertising
(48:29) What is advertising?
(50:15) Problem / Solution fit
(53:12) See competitor ads
(54:44) Building custom audiences
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Jason recaps SpaceX's Starship rocket launch (2:06) and discusses BuzzFeed's 15% RIF and Fox News settling its Dominion Voting Systems lawsuit (9:11). He also covers Reddit's announcement to charge large AI companies for data and Tiger Global's $12.7B fund markdown (19:40). The show ends with another edition of Ask Jason (34:41).
(0:00) Jason kicks off the show
(2:06) Recapping Jason's experience at Space X's Starship launch
(7:52) Pilot - Get 20% off the first 6 months at https://pilot.com/twist
(9:11) BuzzFeed's 15% RIF
(14:07) Fox News settled with Dominion Voting Systems
(18:20) Issuu - Sign up for free or get 50% off an annual premium account by using promo code twist at https://issuu.com/podcast
(19:40) Reddit to charge AI companies for its data
(27:50) Tiger Global's 20% markdown
(33:13) Linode - Apply to Linode's Rise program for a $500 credit and up to six figures in discounts at https://linode.com/twist
(34:41) Ask Jason!
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Jason hosts another pitch competition featuring two startups from our Founder University program! Apply for Founder University: https://course.founder.university
(0:00) Jason kicks off the show
(3:35) Jason and Presh describe who Founder University is for
(8:35) Vanta - Get $1000 off your SOC 2 at https://vanta.com/twist
(9:52) Alexandra Bellensweig pitches HumHum
(22:15) Presh's thoughts on HumHum
(26:47) CacheFly - Get 10 terabytes free by signing up at https://twist.cachefly.com
(28:13) Russell Palmer pitches Cyberfilm
(37:41) QuickNode - Get one month free by using code TWIST at https://go.quicknode.com/twist
(38:56) Creating fantastic branding
(47:41) Deliberations
(59:43) Jason picks a company
(50:43) Q&A with Jason and Presh
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Runway CEO Cristóbal Valenzuela joins Jason to discuss their suite of generative AI video editing tools (3:03), Runway's AI Film Festival and the rapid evolution of filmmaking (22:21), Runway's ability to lower the barrier to entry for aspiring filmmakers (36:05), and more!
(0:00) Jason kicks off the show
(3:03) What is Runway?
(6:39) Runway's text-to-video demo
(11:08) Clumio - Start a free backup, or sign up for a demo at https://clumio.com/twist
(12:08) Latent Diffusion paper
(16:30) The Late Show With Stephen Colbert
(20:51) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/TWIST
(22:21) Runway's AI Film Festival
(29:08) The rapid evolution of filmmaking
(31:59) Favorite directors and films
(36:05) Lowering the barrier of entry to filmmaking
(41:20) Microsoft for Startups Founders Hub - Apply in 5 minutes for six figures in discounts at http://aka.ms/thisweekinstartups
(42:51) Driving costs of filmmaking to zero
(44:57) Training Runway's data set & Fan Fiction
(52:07) Runway's generative capabilities
(54:30) Safety concerns
(58:20) The challenges of operating Runway
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Rachel is back to help Jason break down the news! First, they cover Google reportedly “panicking” over Samsung potentially switching to Bing as its device-default search engine, how Google can beat OpenAI/Microsoft,” and Project Magi” (1:43). Then, they discuss some recent AI-generated viral hits and what it means for the future of the music industry (21:48) before wrapping up on the possibility that Brian Armstrong may relocate Coinbase outside of the US (49:25).
(0:00) Jason and Rachel tee up today’s topics
(1:43) Samsung’s possible switch to Bing
(10:08) LinkedIn Jobs - Post your first job for free at https://linkedin.com/twist
(11:30) Google’s effort to catch OpenAI
(13:24) Google’s Project Magi
(20:20) Merge - Integrate up to 3 customers for free today at https://merge.dev/twist
(21:48) AI-generated hits: Heart on My Sleeve
(33:16) Mercury - Apply in minutes and get up to $5M in FDIC insurance at https://mercury.com
(34:45) Real Kanye or Fake Kanye
(40:41) AI Jason and a special guest
(49:25) Coinbase considers leaving the US market
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Uizard CEO Tony Beltramelli joins Jason to demo Uizard’s AI-powered UI designer (6:01) and discusses how he iterated on Uizard’s product-market fit and the competition it faces (21:20). Then, Kelly Schricker from Founder University breaks down how to choose a CRM and how to build one yourself in Notion (42:54)!
(0:00) Jason kicks off the show
(2:21) CEO of Uizard, Tony Beltramelli, joins Jason
(6:01) Tony demos Uizard’s text-to-UI platform
(13:52) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
(15:09) Uizard’s target market
(21:20) Attaining product market fit
(29:25) Embroker - Use code TWIST to get an extra 10% off insurance at https://Embroker.com/twist
(30:56z) Uizard’s competition
(35:03) GPT4’s impact
(37:52) First impressions of Google’s Bard
(40:32) Trovata - Go to https://trovata.io/TWIST/ and use code TWIST for 30% off premium features for one year
(42:54) Choosing a CRM
(48:18) Understanding how to set up a CRM
(54:18) Demo of a CRM in Notion
(58:48) CRM management
(1:00:35) Top 4 failures when implementing a CRM
FOLLOW Tony: https://twitter.com/tbeltramelli
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Hyfe CEO Joe Brew joins Jason to discuss quantifying cough to prevent the spread of disease. They break down how Hyfe’s technology works (2:48), how his company diagnoses diseases via audio and qualifying health data (14:47), before Presh joins to demonstrate how to easily create business content for your startup with ChatGPT (40:16).
(0:00) Jason kicks off the show
(2:48) How does Hyfe work?
(9:03) Notion - Sign up for FREE at https://notion.com/jason
(10:32) Acoustic AI and its potential
(14:57) What is a cough, and why do they happen?
(17:17) Chronic Cough
(21:06) Hyperice - Get $50 off your order of $150 or more with code TWIST50 at https://hyperice.com/
(22:34) Managing a cough
(25:18) Diagnosing other diseases through audio
(31:56) Licensing the technology and pandemic prevention
(38:47) Mayfair - Get 4.35% APY on your cash and increase your FDIC insurance coverage at https://getmayfair.com/twist
(40:16) Quantifying health data
(43:45) Generating ideas from existing content using ChatGPT
(49:45) Using Chat-GPT for your product or service from scratch
(53:51) Creating micro-content with Chat-GPT
FOLLOW Joe: https://twitter.com/joethebrew
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Subscribe to Founder University
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Vinny and Sunny join Jason to discuss AI’s blistering pace and compare its development to other product launches (2:47). They also break down the anxiety artists and developers feel from AI automation (14:47), the rise of AutoGPTs, Twitter’s reported LLM project, and more (37:01).
(0:00) Jason kicks off the show
(2:47) The blistering pace of AI
(9:44) Developer builds Flappy Bird in 1-hour
(11:24) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/TWIST
(12:53) Developers leveraging gains in AI
(14:47) Ai anxiety
(23:55) Instacart’s ChatGPT plugin
(26:06) Preserving your advantage against AI
(29:10) Vanta - Get $1000 off your SOC 2 at https://vanta.com/twist
(30:14) AI artists
(35:54) Crowdbotics - Get a free scoping session for your next big app idea at http://crowdbotics.com/twist
(37:01) Automating with AutoGPT
(47:09) LLMs vs. Knowledge retrieval systems
(57:06) Is Google’s Bard behind?
(1:02:42) Twitter’s alleged generative AI project
(1:08:30) Ethereum and Bitcoin updates
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Copy.ai Founder Paul Yacoubian joins Jason to break down the evolution and progress that OpenAI has made with its GPT LLMs (2:38) before discussing the radical shifts that AI will cause across most industries (20:46). They end the show with a demo of Copy.ai and the legal issues surrounding training datasets (48:54).
(0:00) Jason kicks off the show
(2:38) The evolution of GPT-2 to GPT-3
(8:16) Mercury - Apply in minutes and get up to $5M in FDIC insurance at https://mercury.com
(9:45) How GPT summarizes work
(13:39) Working with GPT-4
(19:14) Microsoft for Startups Founders Hub - Apply in 5 minutes for six figures in discounts at http://aka.ms/thisweekinstartups
(20:46) Radical shifts in AI
(29:59) Accepting AI
(36:59) Mayfair - Get 4.35% APY on your cash and increase your FDIC insurance coverage at https://getmayfair.com/twist
(38:29) Working systems with ChatGPT
(45:20) Who wins between Google and OpenAI
(48:54) Copy.ai demo
(52:38) Licensing of the underlying data
(57:10) The demand for hardware when developing AI
(59:53) More on Copy.ai
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Jason breaks down an AI experiment conducted by Google and Stanford researchers, where they created a simulated Sims-like video game with characters driven by AI (2:27). Then, he discusses Bloomberg announcing its own financially-focused LLM and what it means for analysts (21:58). He wraps with two quick hits about San Francisco’s dire commercial real estate situation and the collapse of an instant delivery startup (37:51).
(0:00) Jason kicks off the show
(2:27) Stanford and Google paper "Generative Agents: Interactive Simulacra of Human Behavior"
(10:10) LinkedIn Marketing - Get a $100 LinkedIn ad credit at https://linkedin.com/thisweekinstartups
(11:38) Prompting the agents and programming AI
(20:28) Pilot - Get 20% off the first 6 months at https://pilot.com/twist
(21:58) Bloomberg releases BloombergGPT
(32:35) House of Macadamias - Get 20% off at https://houseofmacadamias.com/twist by using code TWIST20
(34:03) The future for financial analysts
(37:51) San Francisco's commercial real estate debacle
(47:03) MilkRun shuts down
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The man behind the anonymous accounts “prayingforexits” on Instagram and “@mrexits” on Twitter joins Jason for a jam-packed episode.
Topics covered: what founders can learn from Logan Roy (2:29), what recent ZIRP fraudsters have in common (21:39), where GPT-4 ranks in terms of revolutionary product launches (31:28), AI’s impact moving forward, the state of VC (1:02:29), and so much more!
(0:00) Jason kicks off the show
(2:29) Succession, Logan Roy’s mentality & winning
(9:22) Purpose-driven CEOS
(20:07) Orgspace - Get $2000 in credits at http://orgspace.io/twist
(21:39) ZIRP fraudsters
(29:56) Issuu - Sign up for free or get 50% off an annual premium account by using promo code twist at https://issuu.com/podcast
(31:28) Revolutionary product launches
(42:24) Brilliant.org - Get 20% off an annual subscription at http://brilliant.org/twist
(43:52) AI’s impact moving forward
(1:02:29) The state of VC
(1:18:51) Mayor Jason
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Jason breaks down the valuation tension surrounding YC demo days (2:36), how to get better prices on YC-equivalent startups (8:59), Garry Tan's response to complaints (15:18), and more! Then, Jason reacts to a law firm's leaked expectations list that went viral (29:29) before wrapping with some thoughts about Substack (41:59).
(0:00) Jason tees up Friday's topics!
(2:36) Understanding the valuation tension of YC's demo day; why some investors resent YC
(8:59) Jason's three ways to avoid overpaying for YC startups
(13:56) Embroker - Use code TWIST to get an extra 10% off insurance at https://Embroker.com/twist
(15:18) Garry Tan's response to demo day valuation complaints; Harry Stebbings and Garry Tan's back and forth on valuations/expectations
(24:07) Linode - Apply to Linode's Rise program for a $500 credit and up to six figures in discounts at https://linode.com/twist
(25:34) How startups that got accepted into YC can cold email top VCs to raise pre-demo day
(29:29) Jason reacts to a law firm's leaked expectations list that went viral
(36:13) QuickNode - Get one month free by using code TWIST at https://go.quicknode.com/twist
(37:25) Reactions to the viral expectations list
(41:59) Substack publishes 2021 gross revenue, net loss, and cash on hand and Jason breaks down the company's position
Email your pitch deck to [email protected] if you were rejected by YC and want to meet with the LAUNCH team!
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Satya Patel joins Jason to discuss the economics of being a self-funded GP and the structure of their fund (6:51). Then, they have an all-encompassing discussion about the challenges of running Google today, the state of VC, and much more (15:44). Before wrapping, they discuss their investing frameworks and when and when they will not break them (43:29).
(0:00) Nick kicks off the show
(1:21) Satya's early days a Google
(6:51) The economics of being a solo GP
(9:29) Mercury - Apply in minutes and get up to $5M in FDIC insurance at https://mercury.com
(10:58) The structure of a fund
(15:44) The challenges of running Google today
(17:51) The evolution of chat-based search
(22:55) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/TWIST
(24:25) The balkanization of AI data
(29:55) The pace of AI and the harsh reality of the private sector
(38:11) Clumio - Start a free backup, or sign up for a demo at https://clumio.com/twist
(39:28) Saying "no" to external funds
(43:29) Flexible Frameworks
(58:05) Founder Archetypes
(1:01:38) Being "founder friendly" and the importance of board meetings
(1:14:09) Screendoor
(1:22:25) Satya's thoughts on SVB
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Jason hosts another pitch competition featuring three startups from our Founder University program! Apply for Founder University: https://course.founder.university
(0:00) Nick kicks off the show
(1:07) Introducing Founder University
(7:14) Pitch 01: Xinyue Ma of Sticker
(11:56) Vanta - Get $1000 off your SOC 2 at https://vanta.com/twist
(13:00) Jason’s feedback for Sticker
(15:07) Pitch 02: Joseph Homsy of Outmost
(17:11) Jason’s feedback for Outmost
(23:14) LinkedIn Jobs - Post your first job for free at https://linkedin.com/twist
(24:40) Pitch 03: Cam Richardson of PaySquad
(26:55) Jason’s feedback for PaySquad
(29:45) Ranking the pitches
(35:20) Mayfair - Get 4% APY on your idle cash automatically at https://getmayfair.com/twist
(36:50) The importance of product velocity
(39:41) Final thoughts on Sticker
(42:23) Final thoughts on Outmost
(44:26) Final thoughts on PaySquad
(46:04) Jason invests $25k in…
(47:39) Q&A with Jason
FOLLOW Kelly: https://twitter.com/KSchricks
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First up, Jason touches on Saudi Arabia’s Public Investment Fund disclosing which VC firms it has made LP investments in (2:48), which leads to him pondering the human rights issues and if founders care where their money comes from (18:52). Jason caps off the show by breaking down the SEC’s charges against Frank founder Charlie Javice for allegedly closing a $175M acquisition based on over 4M fake user accounts (30:18).
(0:00) Jason kicks off today’s show
(2:48) Saudi Arabia discloses LP positions
(8:24) MasterClass - Get 15% off an annual membership at https://masterclass.com/startups
(9:52) Why is Saudi Arabia diversifying?
(17:21) Miro - Sign up for a free account at https://miro.com/startups
(18:52) Founders’ thoughts on where their funding comes from
(21:26) Jason’s passion for human rights
(29:01) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
(30:18) Frank founder charged with fraud
(33:03) Be clear about your customers
(34:35) Allegations against Charlie Javice
(47:00) Lessons for founders
(44:56) Ivy League convicts
LINKS:
Sanabil Investments LP Disclosure document
https://www.sanabil.com/en/our-partners/
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Jason kicks off the show by breaking down clips from a recent conversation between Marc Andreessen, Ben Horowitz, and Adam Neumann about Saudi Arabia’s promising startup scene (2:44). This leads to Jason diving into new city concepts and Trump’s presidential campaign (13:01). Then, BioFluff CEO Martin Stübler joins the show to discuss his sustainable fashion alternative (30:44).
(0:00) Jason kicks off the show
(2:44) Saudi Arabia’s promising startup scene
(11:31) Coda - The All-in-one doc for teams, sign up for free at https://coda.io/twist
(13:01) Creating cities and societies
(18:21) Trump-topia
(23:33) Mercury - Apply in minutes and get up to $5M in FDIC insurance at https://mercury.com
(25:02) Trump’s presidential campaign
(29:16) Revelo - Get 20% off the first 3 months by mentioning TWIST at https://revelo.io/twist
(30:44) BioFluff CEO Martin Stübler on developing plant-based fur
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Stephen Wolfram of Wolfram Research joins Jason for an all-encompassing conversation about AI, from the history of neural nets (7:53) to how modern ai emulates the human brain (19:33). This leads to an in-depth discussion about the pace at which AI is evolving (43:46), The “Post-Knowledge Work” era (58:45), the unintended consequences of AI (1:03:52), and so much more.
(0:00) Nick kicks off the show
(1:24) Under the hood of ChatGPT
(7:53) What is a neural net?
(10:05) Cast.ai - Get a free cloud cost audit with a personal consultation at https://cast.ai/twist
(11:33) Determining values and weights in a neural net
(18:28) Vanta - Get $1000 off your SOC 2 at https://vanta.com/twist
(19:33) Emulating the human brain
(23:26) Defining computational irreducibility
(26:14) Emergent behavior and the rules of language
(31:49) Discovering logic + creating a computational language
(38:10) Clumio - Start a free backup, or sign up for a demo at https://clumio.com/twist
(39:38) Wolfram’s ChatGPT plugin
(43:46) The rapid pace of AI
(58:45) The “Post-Knowledge Work” era
(1:03:52) The unintended consequences of AI
(1:11:45) Rewarding innovation
(1:16:12) The possibility of AGI
(1:20:07) Creating a general-purpose robotic system
FOLLOW Stephen: https://twitter.com/stephen_wolfram
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Vinny Lingham joins Jason to break down the state of crypto’s de-platforming by the US government. They discuss recent happenings with Coinbase (2:13), Balaji’s Bitcoin bet (20:00), Binance (38:23), SBF (44:07), and more! Then, they wrap with a discussion about the coming balkanization of AI (52:54).
(0:00) Jason tees up today’s topics
(2:13) Coinbase’s Wells notice & the state of crypto
(8:08) Pilot - Get 20% off the first 6 months at https://pilot.com/twist
(9:36) Clarity within the crypto industry
(15:06) The future of Bitcoin in the US
(18:29) Orgspace - Get $2000 in credits at http://orgspace.io/twist
(20:00) Balaji’s bet and hyperinflation
(25:50) A debate on whether to short Coinbase
(36:52) Issuu - Sign up for free or get 50% off an annual premium account by using promo code twist at https://issuu.com/podcast
(38:23) CFTC sues Binance
(44:07) SBF’s indictment
(49:00) Why is the government clamping down on crypto?
(52:54) The balkanization of AI
FOLLOW Vinny: https://twitter.com/vinnylingham
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Jason hosts another pitch competition featuring three startups from our Founder University program! Apply for Founder University: https://course.founder.university
(0:00) Jason kicks off the show
(1:58) Kelly and Presh discuss reactions from the Founder University community
(6:47) Presentation 1: Kevin O'Connell, Founder and CEO of Kapsule
(12:08) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/TWIST
(13:38) Presentation 2: Julien Hoachuck, Founder of ArkiTask
(19:48) Embroker - Use code TWIST to get an extra 10% off insurance at https://Embroker.com/twist
(21:10) Presentation 3: David Axelrod, Founder of Open Insure
(32:07) CacheFly - Get 10 terabytes free by signing up at https://twist.cachefly.com
(33:28) Deliberations
(37:36) Jason's thoughts on the three companies
(41:13) Key takeaways from Founder University
(46:22) How to learn more about Founder University
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FOLLOW Presh: https://twitter.com/preshdkumar
FOLLOW Kelly: https://twitter.com/KSchricks
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Producer Rachel joins Jason to break down the latest tech news. They cover AOC's arguments against banning TikTok (2:29), Alibaba's six-way split (18:43), Disney's metaverse cuts (28:17), Substack's equity crowdfunding (39:16), Lyft's precarious position, and more! (55:09) Then, Jason breaks down the case for shorting Coinbase. (1:12:14)
(0:00) Jason kicks off the show
(2:29) Reacting to AOC's arguments to not ban TikTok
(13:39) LMNT - Get a free sample pack with any purchase at http://drinklmnt.com/TWIST
(15:09) The CCP’s interest in TikTok
(18:43) Alibaba's six-way split
(26:49) Mercury - Banking built for startups. See more at https://mercury.com/twist
(28:17) Disney sunsetting its Metaverse division
(38:09) Crowdbotics - Get a free scoping session for your next big app idea at http://crowdbotics.com/twist
(39:16) Substack's equity crowdfunding
(55:09) Lyft's precarious position
(1:04:18) Twitter shutters legacy verification badges
(1:12:14) Laying out the Coinbase short argument
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Jason starts the show by discussing First Citizens acquiring SVB’s assets (2:03) before diving into a Reddit post detailing how generative AI changed a 3D artist’s job overnight (9:09). Jason wraps by interviewing Sarika Bajaj, the CEO, and Co-founder of Refiberd, as she dives into the reality of the recycling process, how they are using spectroscopy to recycle textiles, and more (20:28)!
(0:00) Jason kicks off the show
(2:03) A breakdown of First Citizens’ purchase of SVB
(8:05) Vanta - Get $1000 off your SOC 2 at https://vanta.com/twist
(9:09) Reddit Post: A radical change for 3D artists
(18:59) LinkedIn Marketing - Get a $100 LinkedIn ad credit at https://linkedin.com/thisweekinstartups
(20:28) Sarika Bajaj, CEO of Refiberd joins Jason
(21:00) What happens to our textiles?
(25:20) Refiberd’s solution
(30:31) Solving for inefficiencies in the recycling process
(38:05) Brilliant.org - Get 20% off an annual subscription at http://brilliant.org/twist
(39:33) The state of recycling today
(49:23) Raising capital in today’s market
(54:25) Navigating gate SVB collapse
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Acquired co-hosts Ben and David are BACK to discuss the state of the VC market and YC shutting down its Continuity Fund (6:20) before diving into industries that benefitted from ZIRP (26:35). They also break down which social apps they want to own and why (45:29). Then, Ben and Jason wrap up the show by discussing the future of Amazon and Starfish Space, a new space startup (1:11:48)
(0:00) Nick tees up today’s topics
(1:36) David’s time at Stanford
(6:20) Ben’s private market snapshot
(8:49) Microsoft for Startups Founders Hub - Apply in 5 minutes for six figures in discounts at http://aka.ms/thisweekinstartups
(10:19) David’s private market snapshot
(16:19) Reacting to YC closing down its Continuity Fund
(25:35) QuickNode - Go to http://quicknode.com/ and use the code TWIST for a free month on their feature-packed Build Plan
(26:35) Industries that benefitted from ZIRP
(35:08) House of Macadamias - Get 20% off at https://houseofmacadamias.com/twist by using code TWIST20
(36:36) How compelling is AI?
(45:29) Owning either Instagram, Linked In, or YouTube
(48:15) Rational and Wildcard: Who is likely to acquire TikTok?
(53:44) Twitter product development
(1:00:51) Reclaiming lost time
(1:11:48) The future of Amazon
(1:19:57) Apple to spend $1B on producing theatrical releases + Project Titan
(1:25:21) SOTD: Keeping satellites on course with Starfish Space
FOLLOW Ben: https://twitter.com/gilbert
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Jason kicks off today's episode by reacting to TikTok CEO Shou Zi Chew's testimony in front of Congress (1:41) before delving into the news that Coinbase was served a Wells notice by the SEC (22:57). Then, he discusses the reports that Do Kwon has been arrested in Montenegro (32:35) before wrapping up with more information on China and TikTok (35:44).
(0:00) Jason kicks off the show
(1:41) Jason reacts to Shou Zi Chew's testimony in front of Congress
(6:14) China's use of private companies to manipulate its population
(11:02) Linode - Apply to Linode's Rise program for up to six figures in discounts at https://linode.com/twist
(12:29) TikTok's ability to influence our youth
(16:48) Chinese espionage
(21:27) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
(22:57) SEC serves Coinbase a Wells Notice
(31:19) Clumio - Visit https://clumio.com/twist to start a free backup or sign up for a demo
(32:35) Do Kwon arrested in Montenegro
(35:44) More information on China and TikTok
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Jenny Lefcourt of Freestyle VC joins Jason for an insightful conversation. They delve into the mission of All Raise and the importance of diversity in venture capital (2:04). Jenny shares her thoughts on embracing non-consensus bets and her experiences investing in Narvar and Discord (20:04). Additionally, they discuss the value of strategy meetings in comparison to traditional board meetings (59:10).
(0:00) Jason kicks off the show
(2:04) Co-Founding All Raise: Promoting Diversity in Venture Capital
(9:53) Prenuvo - Save $300 on Full Body Scans at http://prenuvo.com/twist
(11:23) Biases Towards Certain Business Models
(15:05) Identifying and Avoiding Unsuccessful Business Models
(18:54) LinkedIn Jobs - Post Your First Job for Free at https://linkedIn.com/angel
(20:04) Embracing Non-Consensus Bets
(22:53) Jenny’s Investment in Narvar
(28:16) Understanding the Economics of a Seed Fund
(35:14) Comparing Hype: Generative AI versus Web 3.0
(40:47) Miro - Collaborate with Unlimited Team Members for Free at https://miro.com/startups/
(42:28) Insights from Jenny's Investment in Discord
(47:05) Attaining Product-Market Fit and Making a Significant Impact
(56:56) Exiting Deals: When to Move On
(59:10) Strategy Meetings Compared to Board Meetings
(1:04:04) Jenny's Ideal Timeline for Committing to Investments
FOLLOW Jenny: https://twitter.com/jennylefcourt
FOLLOW Jason: https://linktr.ee/calacanis
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Today on the podcast, we have a new format for you! Jason will hear four pitches from Founder University participants and choose ONE startup to invest $25K in! (1:45)
(0:00) Jason kicks off the show and explains the pitch format!
(1:45) Jason brings on Presh and Kelly to explain the fundamentals of Founder University and introduces today's pitches!
(13:44) Squarespace - Use code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/TWIST
(16:18) George Lam pitches Fantastic Funding
(21:18) Naman Dwivedi pitches Promptify
(25:59) Pilot - Go to https://pilot.com/twist for 20% off your first 6 months
(27:30) Phil Boucher pitches OpenSpot
(34:00) Matt Edminster pitches Renegade Labs
(39:22) Fennel - Join the waitlist and get your first month free at http://fennel.com/twist
(40:35) Kelly and Presh's pick for best return for LPs
(45:33) The live audience votes!
(50:22) What Founder University meant to these Founders
(53:39) Jason makes his decision on who will receive $25K
Check out the startups!:
https://fantasticfunding.com
https://www.promptify.ai
https://www.findopenspot.com
https://www.renegadelabs.io
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Presh: https://twitter.com/preshdkumar
FOLLOW Kelly: https://twitter.com/KSchricks
Rachel Reporting joins Jason to read the news! First, they give an update on the banking crisis and how it’s impacting startups (1:34). Then, they cover Balaji’s huge Bitcoin bet and his predictions for the future (14:17) before breaking down OpenAI’s launch of GPT-4 (35:07). Finally, Jason wraps up with some Jay Trading updates (57:28)!
(0:00) Jason kicks off the show
(1:34) Banking crisis update & how it affects startups
(10:11) Embroker - Use code TWIST to get an extra 10% off insurance at https://Embroker.com/twist
(11:14) Best practices for banking
(14:17) Balaji’s huge Bitcoin bet
(22:18) LinkedIn Jobs - Post your first job for free at https://linkedin.com/twist
(23:42) Balaji’s predictions for the future
(32:41) Ray Dalio’s The Changing World Order
(33:46) CacheFly - Get 10 Terabyte free forever if you signup at http://twist.cachefly.com
(35:07) A breakdown of OpenAI’s launch of GPT-4
(57:28) Jay Trade update
FOLLOW Rachel: https://twitter.com/_rachelbraun
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Molly is joined by Laurie Yoler as they dive into her early experiences in VC before discussing how she became the first investor in Tesla (1:45). Next, Laurie talks about her time at Qualcomm and Playground then they wrap with a discussion about AI and how Laurie’s investments were impacted by the pandemic (30:31).
(0:00) Jason kicks off the show
(1:45) Arriving in Venture
(7:36) Laurie’s first investments
(13:39) LinkedIn Jobs - Go to https://linkedIn.com/angel and post your first job for free.
(14:49) Investing in Tesla
(21:21) Prenuvo - Get $300 off at http://prenuvo.com/twist
(22:51) Raising money for a car company
(26:22) Finding strategic partners
(30:31) Laurie’s time at Qualcomm and autonomous vehicles
(37:11) Microsoft for Startups Founders Hub - Apply in 5 minutes for six figures in discounts at http://aka.ms/thisweekinstartups
(38:42) Joining Playground
(41:29) Leaf Logistics
(45:44) Benefitting from the pandemic
(48:54) Investing in AI
FOLLOW Laurie: https://twitter.com/laurieyoler
FOLLOW Molly: https://twitter.com/mollywood
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Vinny and Sunny are BACK with Jason for another roundtable! First, they cover the aftermath of the bank shutdowns (2:54) before breaking down the impact on startups and the overall economy. (14:14) They also cover Zuckerberg announcing more cuts at Meta (1:05:49) and OpenAI launching GPT-4! (1:10:55)
(0:00) Jason tees up today's topics!
(2:54) Reflecting on the aftermath of the SVB collapse
(12:50) Cast.ai - Get a free cloud cost audit with a personal consultation at https://cast.ai/twist
(14:14) Understanding the origins of the banking issues and the Fed's response
(27:10) Vanta - Get $1000 off your SOC 2 at https://vanta.com/twist
(28:09) Signature and Silvergate troubles, overall lessons from the past week
(39:33) Orgspace - Get $2000 in credits at http://orgspace.io/twist
(41:04) Understanding CBDC
(56:11) Things to consider going forward, payroll crisis
(1:05:49) Zuckerberg's "Year of Efficiency" and OpenAI launches GPT-4
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Wealthfront Chairman and Co-Founder Andy Rachleff joins Jason for an incredible interview! They start the show by discussing the SVB situation before breaking down different tech mini-crashes throughout Silicon Valley history (2:28). Then, they break down Wealthfront’s business and how to know if a business has market pull (40:49). They finish up the show by covering a range of topics, from AI to stock-based comp (1:13:45).
(0:00) Jason kicks off the show
(2:28) SVB situation
(9:26) The FDIC’s $250K limit
(13:27) MasterClass - Get 15% off an annual membership at https://masterclass.com/startups
(14:49) The bank run
(16:17) The SVB ecosystem
(22:20) Merge - Integrate up to 5 customers for free today at https://merge.dev/twist
(23:45) Cycle changes
(36:15) How to judge a VC
(39:27) Issuu - Get 50% off when you go to https://issuu.com/podcast and use promo code twist
(40:49) Wealthfront’s operation
(48:58) Reactions to the market
(55:00) Modern analysis and stock buybacks
(1:01:24 ) Caring about profitability
(1:02:06) Attaining market pull
(1:13:45) Andy’s thoughts on AI
(1:16:31) The makeup of a great entrepreneur
(1:18:50) Stock-based compensation
(1:25:06) How we avoided inflation
FOLLOW Andy: https://twitter.com/arachleff
FOLLOW Jason: https://linktr.ee/calacanis
Alora CEO and Co-Founder Luke Young joins Molly to discuss ocean agriculture and the ability to grow crops offshore (1:17). They discuss the progression of engineering that has propelled Alora’s innovations (11:55) and the challenges of growing at sea (21:53).
(0:00) Intro!
(1:17) Alora’s mission and technological advancements
(5:46) Mitigation and adaptation
(7:58) The first taste test
(10:25) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/TWIST
(11:55) Alora’s progression and timeline
(16:26) Designing infrastructure and engineering fertilizer
(20:25) LMNT - Get a free sample pack with any purchase at http://drinklmnt.com/TWIST
(21:53) Challenges of growing on the ocean
(26:14) Alora’s Business Model
(28:56) Fennel - Join the fennel waitlist now and get your first month free at http://fennel.com/twist
(30:10) Salt tolerance
(35:17) Alora’s Customer and cost of development
FOLLOW Luke: https://twitter.com/lukeheatonyoung
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
Jason kicks off Monday by recapping this weekend’s chaos caused by the collapse of Silicon Valley Bank (1:45). Then, he advises founders on preventing a scare like this from happening again before interviewing Andrew R McHugh of Wist Labs, who is building a platform to capture and relive memories in AR and VR (13:40).
(0:00) Jason kicks off the show
(1:45) The past weekend’s chaos and triaging startups
(12:18) Pilot - Get 20% off the first 6 months at https://pilot.com/twist
(13:40) The government’s response and advice for founders
(24:12) LinkedIn Marketing - Get a $100 LinkedIn ad credit at https://linkedin.com/thisweekinstartups
(25:39) Andrew R McHugh of Wist Labs
(37:28) Brilliant.org - Get 20% off an annual subscription at http://brilliant.org/twist
(38:56) Reliving past experiences and Generative AI applications
(57:00) Raising capital in the weeks to come
FOLLOW Andrew: https://twitter.com/armthethinker
FOLLOW Jason: https://linktr.ee/calacanis
Check out Founder University the podcast at https://www.founder.university/podcast
Jason reacts to Silicon Valley Bank being shut down by the FDIC and breaks down what this means for founders and VCs.
(0:00) Breaking down the SVB situation
(4:28) FDIC press release
(7:41) What Jason hopes will happen
(10:16) Defcon 1
(12:39) Thoughts on emergency funding
(15:46) How does the SVB situation affect early-stage fundraising
(26:59) SVB sells their securities
(29:10) USV email to founders
(31:06) SVB CEO addresses the situation
(33:07) Bill Ackman’s response
(34:31)Mark Suster’s response
(35:52) Audience questions
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
Eric Newcomer joins to break down all the trending tech topics, including Stripe raising $6B (16:31), major generative ai fundraises (35:55), Silicon Valley Bank dropping 60% (50:35), and more!
(0:00) Jason kicks off the show
(1:55) Eric’s move to independent journalism
(10:07) First Republic Bank - Discover what a long-term financial relationship can do for you. Visit https://firstrepublic.com today to learn more.
(10:57) Take rates and more on Substack
(16:31) Eric’s Scoop on Stripe
(20:43) Embroker - Use code TWIST to get an extra 10% off insurance at https://Embroker.com/twist
(21:46) The narrative around the tech layoffs + Generative AI
(34:24) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
(35:55) The deluge of Funding into AI
(43:39) The state of VC investing
(50:35) Silicon Valley Bank drops 60%
FOLLOW Eric: https://twitter.com/EricNewcomer
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
Zach Coelius is BACK with Jason to take questions from founders and investors! They cover investing on Zoom post-COVID (6:07), diligence red flags (13:13), investor red flags (27:32), building relationships prior to fundraising (48:59), and more!
(0:00) Jason Kicks off the show
(1:21) Managing time as an angel
(6:07) Moving to zoom instead of the room
(9:50) Vanta - Get $1000 off your SOC 2 at https://vanta.com/twist
(10:54) Servicing new deals vs. existing ones
(13:13) Red flags to look for in a syndicate startup deal
(20:18) Coda - The All-in-one doc for teams, sign up for free at https://coda.io/twist
(21:47) Your options when there is no path to profitability
(27:32) Red flags when courting angel investors
(41:10) Contra - Get $500 off your first hire at https://contra.com/twist
(42:35) Assumptions that have evolved
(45:23) Recent learnings in the past few years
(48:59) Building genuine relationships with investors
(53:40) Difficulties in startups
(57:37) Negotiating terms on deals
FOLLOW Zach: https://twitter.com/zachcoelius
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
Emily Melton joins Molly to discuss her early days in venture and what she learned while working at DFJ (1:30). Then, they talk about the barriers that healthcare imposes on entrepreneurship (17:22), building a diverse culture within venture capital (29:53), market distortions, and how to optimize for a down market (38:42).
(0:00) Molly kicks off the show
(1:30) Getting started in Venture Capital
(8:12) LinkedIn Jobs - Go to https://linkedIn.com/angel and post your first job for free
(9:38) Learnings from working at DFJ
(17:22) Healthcare being a barrier to entrepreneurship
(20:11) Prenuvo - Get $300 off at http://prenuvo.com/twist
(21:41) Threshold Ventures’ fund mechanics
(26:15) Investing in Tia: Healthcare solutions for woman
(29:53) Building culture
(37:45) Pilot - Get 20% off the first 6 months at https://pilot.com/twist
(38:42) Optimizing for a down market
(52:13) What’s next?
FOLLOW Emily: https://twitter.com/emelton
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
Molly kicks off Climate Tuesday breaking down the news that the Crypto-Asset Environmental Transparency Act has resurfaced (1:37). Then, she discusses BlocPower’s $155M raise and their collaboration with a town in New York to achieve net zero emissions (6:12). Finally, Kiran Bhatraju of Arcadia joins Molly for 2023’s first official Climate interview (11:38).
(0:00) Molly kicks off the show
(1:37) The Crypto-Asset Environmental Transparency Act resurfaces
(6:12) BlocPower Raises $155M
(10:12) LinkedIn Jobs - Post your first job for free at https://linkedin.com/twist
(11:38) Unlocking utility data with Kiran Bhatraju of Arcadia
(21:48) Linode - Apply to Linode's Rise program for up to six figures in discounts at https://linode.com/twist
(23:14) Breaking down Arcadia and Arc
(26:13) Democratizing solar energy with community solar
(33:57) Fennel - Join the fennel waitlist now and get your first month free at http://fennel.com/twist!
(35:27) Arc users + carbon accounting
(43:15) Kiran's journey into climate tech
(45:59) Opportunity in the climate tech space
FOLLOW Kiran: https://twitter.com/kiranraju
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
Jason is BACK with Molly to break down the news! They cover Sequoia leaving Citizen's board after passing on a "pay to play" round (5:46), two major companies reportedly going public in 2023: Instacart and ARM (27:11), and the recent turmoil at Dapper Labs (50:44).
(0:00) J+M tee up today's news show!
(2:25) Jason's back!
(5:46) Sequoia leaves the board of Citizen
(14:21) Squarespace - Use offer code TWIST to save 10% at https://Squarespace.com/TWIST
(15:51) How investors make the decision to pass on a "pay to play" round
(25:41) Contra - Get $500 off your first hire at https://contra.com/twist
(27:11) IPO window starts to open, Instacart prepares for IPO after big Q4
(35:42) Revelo - Get 20% off the first 3 months by mentioning TWIST at https://revelo.io/twist
(37:09) ARM prepares for IPO, reasons for CHIPS Act speed
(50:44) Chaos at Dapper Labs: reckless spending, securities lawsuit
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
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Molly starts the show with Producer Rachel, covering Apple blocking an email app with an AI update (7:17), TikTok's latest restriction for users under 18 (14:05), and Salesforce Q4 earnings results. Then, they break down the startup immi, an instant ramen company (26:55). To end the show, Molly talks to Foodini founder and CEO Dylan McDonnell (35:10), and Rachel talks to Michael Tan, author of The Death of Uncertainty (59:49).
0:00 Molly Kicks off the show
1:55 Apple blocks app update for having generative AI capabilities
7:17 Could Apple's guard on the App Store create a headwind for the industry?
9:40 Should Apple be in charge of standard content filtering around AI on their platform
11:43 Embroker - Use code TWIST to get an extra 10% off insurance at https://Embroker.com/twist
12:48 How did TikTok approach being on the Apple App Store?
14:05 TikTok is setting 1-hour time limits for users under 18
16:11 If Apple doesn't impose safety limits, who will?
17:55 Vanta - Get $1000 off your SOC 2 at https://vanta.com/twist
19:01 Salesforce stock drop and Q4 earnings results
24:34 Molly's predictions for Salesforce
26:55 Startup of the day: immi, an instant ramen company, is taking over grocery stores by storm
32:15 Orgspace - Get $2000 in credits at http://orgspace.io/twist
35:10 Foodini founder and CEO Dylan McDonnell on how he plans on making eating out safer for those with diet restrictions
59:49 Okboomer with Michael Tan, author of The Death of Uncertainty
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Frank Slootman joins Jason for another incredible conversation that ranges from the management shift in Silicon Valley (1:08) to how to know if you’re moving the dial in your organization (9:59). Then, they discuss Frank’s hiring philosophy and how to create a winning relationship between an executive and their direct reports (27:05). Finally, they discuss managing burnout and creating security for yourself (46:33).
(0:00) Molly kicks off the show
(1:08) Layoffs + the management shift in Silicon Valley
(8:29) MasterClass - Get 15% off an annual membership at https://masterclass.com/startups
(9:59) How to know if you are moving the dial and moving at a fast pace
(18:36) Contra - Get $500 off your first hire at https://contra.com/twist
(20:09) Dealing with recessions and countering the media frenzy
(27:05) Frank’s definition of culture and hiring for enthusiasm
(32:32) The relationship between an executive and their employees
(35:49) House of Macadamias - Get 20% off at https://houseofmacadamias.com/twist by using code TWIST20
(37:19) Assessing performance, hiring the right people, and being thoughtful
(41:56) Starting with a great product
(46:33) Managing burnout and creating security
(56:49) Consumption-based pricing + acquisitions
(1:00:30) Frank’s thoughts on AI
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Vinny and Sunny joined Molly on another segment of Crypto Roundtable! Highlights included how Twitter could have integrated crypto (2:02), the benefits and controversy of a national ID system (23:00), and Spotify's NFT experiment.
(0:00) Molly kicks off the show
(2:02) The future of Twitter payments
(12:16) Vanta - Get $1000 off your SOC 2 at https://vanta.com/twist
(14:21) What does an ideal Twitter identity system look like?
(21:16) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/TWIST
(23:00) The benefits and controversy of a national ID system
(32:20) Predictions about the latest Yuga drop
(35:41) Contra - Get $500 off your first hire at https://contra.com/twist
(41:54) Vinny breaks down the future of Coinbase and its active users
(48:07) Molly sees the connection between K-Pop and crypto
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Maha Ibrahim of Canaan joins Molly to discuss her early days in VC (1:38), managing distributions and exiting at the right time (20:36), the clean tech bubble, being a generalist/specialist, diversity, and more (37:42).
(0:00) Molly kicks off the show
(1:38) Maha’s first years in venture
(11:18) LinkedIn Jobs - Go to https://linkedIn.com/angel and post your first job for free.
(12:43) Investing in the early 2000s and Canaan’s strategy
(19:12) Cast.ai - Get a free cloud cost audit with a personal consultation at https://cast.ai/twist
(20:36) Exiting at the right time and distributing earnings
(30:00) Learning from a downturn
(34:58) The mismatch between VCs to outlier startups
(36:11) Prenuvo - Get $300 off at http://prenuvo.com/twist
(37:42) The climate tech bubble
(40:14) Generalists vs. specialists
(42:16) Responding to cycles and signs of good timing
(48:53) Structuring a generational off-ramp
(51:39) All Raise
(55:30) What does the future hold?
FOLLOW Maha: https://twitter.com/mahaibrahim
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Neeva CEO Sridhar Ramaswamy joins Molly to talk all things search and AI chatbots, including Neeva’s technology and the difficulty of building a search engine (1:41), Neeva’s consumer focus and business model (20:00), and the search-to-answer revolution (41:31).
(0:00) Molly kicks off the show
(1:41) Neeva’s Purpose
(5:06) The technological underpinning of Neeva
(8:00) The hurdles building Neeva
(10:26) Microsoft for Startups Founders Hub - Apply in 5 minutes for six figures in discounts at http://aka.ms/thisweekinstartups
(11:53) The problems search aims to solve
(18:31) LinkedIn Marketing - Get a $100 LinkedIn ad credit at https://linkedin.com/thisweekinstartups
(20:00) Why choose Neeva
(24:01) Neeva’s business model
(29:18) Moving from search to answers + citing sources
(35:53) The ad supported publishing ecosystem
(37:58) Pilot - Get 20% off the first 6 months at https://pilot.com/twist
(39:13) Leaving Google
(41:31) The search to answers revolution
(44:34) Compensating publishers and dealing with content moderation
(48:51) Open loop vs. Closed loop
(54:29) Neeva copycats
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The Friday variety show is back! Jason kicks it off by interviewing WallStreetBets founder Jaime Rogozinski, who's currently suing Reddit (2:08). Then, Molly is joined by Hyper CEO Andrew Hart to discuss the augmented reality market and Hyper's store-mapping technology (30:16). Producer Rachel wraps the show with content creator Humphrey Yang breaking down his creative process, what he considers valuable metrics, and so much more (53:40).
(0:00) Molly kicks off the show
(2:08) WSB milestones and arbitrage
(12:07) Contra - Get $500 off your first hire at https://contra.com/twist
(13:36) How Reddit works + the WSB controversy
(23:42) Embroker - Use code TWIST to get an extra 10% off insurance at https://Embroker.com/twist
(24:45) Jaime’s ideal solution
(30:16) Andrew Hart of Hyper
(33:57) Creating the ultimate user experience
(39:19) Retreat - head to http://planretreat.com/twistto help you plan the offsite your team deserves!
(40:43) Mapping store and onboarding customers
(45:55) Hyper’s development and future opportunities
(53:40) Ok Boomer with Humphrey Yang
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Sophia Amoruso, Founder and GP at Trust Fund, joins Jason to discuss her angel investments (1:23), raising a fund publicly (5:54), and the creative process (12:14). Then, they discuss portfolio construction and putting past identities to bed (27:04).
(0:00) Molly kicks off the show
(1:23) Previous angel investing experience
(5:54) Why Sophia is raising a public fund
(10:45) Linode - Apply to Linode's Rise program for up to six figures in discounts at https://linode.com/twist
(12:14) Branding and the creative process
(20:55) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
(22:25) What stage of investing is Sophia going after
(27:04) Portfolio construction
(37:16) Brilliant.org - Go to http://brilliant.org/twist to start your 30-day free trial today and get 20% off your annual premium plan
(38:44) Pro rata rights
(46:56) Putting past identities to bed
(1:01:18) Fund cycles
(1:05:17) Investing in founders or investing in ideas & more
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Jason is joined by Mark Suster of Upfront Ventures to cover raising capital in the early 2000s (1:22), aligning board members (21:19), the three variables VCs need to bet on (40:51), and so much more!
(0:00) Molly kicks off the show
(1:22) A recap of the previous 3 market cycles
(5:23) The hurdles founders will face starting a company in 2023
(6:55) Raising capital in the early 2000s
(9:15) LinkedIn Jobs - Go to https://linkedIn.com/angel and post your first job for free.
(10:37) Upfront’s strategy and changes to the market
(15:35) Misalignment of investors
(19:48) Prenuvo - Get $300 off a full-body MRI scan at https://prenuvo.com/twist
(21:19) Aligning of board members
(29:13) Setting reality as an investor/board member
(33:40) Cutting Burn & Mark’s decision framework
(39:23) Orgspace - Get $2000 of credits on pro plans with a 30-day free trial at https://orgspace.io/twist
(40:51) The 3 variables VCs need to bet on
(48:28) The power law and mission-aligned founders
(52:13) Feed the family money
(58:33) Company killers + Investing in lines not dots
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Precision Neuroscience’s Co-Founder and Chief Science Officer joins Molly to discuss how the brain communicates with the body (7:08) and the breakthroughs that allowed companies like Precision to exist. (12:52) Then, they discuss Precision’s founding principles, the process of getting FDA approval for its neural interface, and much more. (28:55)
(0:00) Molly kicks off the show
(1:27) Dr. Rapoport’s origin story
(7:08) How the brain communicates with the body
(11:22) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/TWIST
(12:52) Breakthroughs in neuroscience
(22:37) Contra - a commission-free marketplace for freelancers and independent creators. Get $500 off your first hire at https://contra.com/twist
(24:06) The tension between public and private institutions
(28:55) The founding principles of Precision Neuroscience
(33:21) The Layer 7 interface and preparing for FDA approval
(40:39) LMNT - Get a free sample pack with any purchase at https://DrinkLMNT.com/TWIST
(42:07) Minimizing risk
(45:25) Interfacing with different areas of the brain
(47:06) Medical infrastructure and the business model of med-tech
CHECK OUT Precision Neuroscience: https://precisionneuro.io
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FOLLOW Molly: https://twitter.com/mollywood
First up, J+M break down Meta taking a note from Twitter with a $12 paid tier and how it can have a material impact on revenue. (12:05) Then, they cover the problems with Bing's new chatbot (32:13) before wrapping on Stripe potentially missing its window (46:14) and Meta copying a Telegram feature! (1:00:30)
(0:00) J+M tee up today's topics!
(2:22) Proper PTO operating standards, what's in store for the next few weeks on TWiST!
(10:31) MasterClass - Get 15% off an annual membership at https://masterclass.com/startups
(12:05) Zuck announces Meta Verified, a $12/month paid service for Facebook/Instagram and WhatsApp
(18:56) How Meta's new product can have a material impact on revenue
(21:49) Vanta - Get $1000 off your SOC 2 at https://vanta.com/twist
(22:47) What enticing features major social platforms can add to get more paid users
(30:42) Contra - Get $500 off your first hire at https://contra.com/twist
(32:13) Bing's new chatbot has already been toned down by Microsoft for responding with a style the company did not intend
(46:14) Stripe's $4B tax bill and further valuation cuts: did the highest-flying startup fumble the bag?
(1:00:30) Meta also copied Telegram's broadcast channels feature, which Zuck used to announce Meta's new paid tier!
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FOLLOW Molly: https://twitter.com/mollywood
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Vinny and Sunny join Jason and Molly for another crypto roundtable discussing the federal government’s crackdown on crypto. (1:39) They define what staking is (10:13), and Jason addresses his Twitter Exchange with Coinbase founder and CEO Brian Armstrong. (32:20) Then Producer Rachel is joined by Prince Ghosh of Factored Quality for another edition of Ok Boomer. (1:06:45)
(0:00) Molly kicks off the show
(1:39) Crypto crackdown + the roles of the SEC and CFTC
(8:46) Microsoft for Startups Founders Hub - Apply in 5 minutes for six figures in discounts at http://aka.ms/thisweekinstartups
(10:13) Definitions of “staking”
(21:30) Merge - Integrate up to 5 customers for free today at https://merge.dev/twist
(23:00) Using Web 3.0 for crowdsource capital
(32:20) Brian Armstrong and Jason’s exchange + Challenges of crypto exchanges
(40:25) Pilot.com. - Go to https://pilot.com/twist for 20% off your first 6 months of Pilot Core.
(41:54) Regulating stablecoins
(57:41)$100M New Jersey Deli + Jason’s grand plan for TikTok
(1:06:45) Ok Boomer with Prince Ghosh of Factored Quality
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FOLLOW Sunny: https://twitter.com/sundeep
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Deven Parekh of Insight Partners joins Jason to discuss navigating markets during the dot com era and the pandemic. (1:50) Then they discuss "venture tourists" and cleaning up cap tables before wrapping up with a look back at some of Deven's winning investments. (20:04)
(0:00) Jason kicks off the show
(1:50) Experiencing the dot com burst
(10:14) LinkedIn Jobs - Go to https://linkedIn.com/angel and post your first job for free.
(11:36) Comparing Web 3.0 and the dot com era + navigating the markets during the pandemic
(18:40) Cast.ai - Get a free cloud cost audit with a personal consultation at https://cast.ai/twist
(20:04) Venture Tourists
(29:30) Unfavorable preference stacks
(37:07) Acquire.com - Sign up for FREE at https://try.acquire.com/twist
(38:32) Cleaning a cap table
(47:57) Looking back at Deven’s investments
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FOLLOW Molly: https://twitter.com/mollywood
Molly is joined by Rachel as they discuss the news that some companies are selling data about their mental health patients. (1:33) Then they discuss how Bing’s AI chatbot was presenting false information during its reveal last week. (11:57) To wrap, Tom Loverro joins Jason to talk about his viral tweet thread about a “mass extinction event coming for early & mid-stage companies”. (24:36)
(0:00) Molly and Rachel kick off the show
(1:33) America’s mental health data is being sold
(10:28) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/TWIST
(11:57) Bing dodges $100B bullet
(20:23) House of Macadamias - Get 20% off at https://houseofmacadamias.com/twist by using code TWIST20
(21:51) Molly and Rachel’s AI predictions
(24:36) IVP’s Tom Loverro joins Jason
(39:32) Fitbod - Get 25% off at https://fitbod.me/twist
(40:42) Tom’s prescriptions for founders
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Molly and Jason kick off the show catching up after the weekend, discussing the Super Bowl and the spy balloons that the US airforce has shot down. (1:30) Then they have a very interesting conversation about bypassing ChatGPT’s guardrails and content moderation. (23:29)
(0:00) M+J kick off the show
(1:30) Super Bowl 57
(8:33) LinkedIn Jobs - Post your first job for free at https://linkedin.com/twist
(9:58) UFOs in American airspace
(22:26) Embroker - Use code TWIST to get an extra 10% off insurance at https://Embroker.com/twist
(23:29) ChatGPT’s alter ego DAN + content filter transparency
(37:17) Revelo - Get 20% off the first 3 months by mentioning TWIST at https://revelo.com/twist
(38:44) Programming LLMs and neural networks
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Four-cycle investor and Redpoint Ventures Co-Founder Geoff Yang joins to discuss his early years in VC (1:45), what it takes for a founder to survive in a down market (11:47), what makes CEOs like Frank Slootman and David Zaslav stand out, and more! (43:35)
(0:00) Jason kicks off the show
(1:45) Geoff Yang’s experience cracking into VC
(10:26) LinkedIn Jobs - Go to https://linkedIn.com/angel and post your first job for free.
(11:47) Surviving and thriving in a down market
(22:35) First Republic Bank - Discover what a long-term financial relationship can do for you. Visit https://firstrepublic.com today to learn more.
(23:29) Being flexible and understanding risk as an entrepreneur
(30:00) Accomplishing the most with the least
(34:05) ProsperStack - Take 10% off your subscription by mentioning TWIST at https://prosperstack.com/twist
(35:17) Geoff’s favorite investments
(43:35) Working with David Zaslav
(50:57) What’s next for Geoff + Generative AI
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Joe Gebbia joins Jason to discuss the early days of Airbnb, gaining traction, persevering through the “no’s,” and functional design. (2:09) They also discuss gaining customer trust and Airbnb’s incredible COVID turnaround. (21:17) Joe wraps the show by breaking down his new venture, Samara. (45:05)
(0:00) Jason kicks off the show
(2:09) Airbnb’s first sign of traction
(9:05) Vanta - Get $1000 off your SOC 2 at https://vanta.com/twist
(10:04) Persevering through the “no’s,” and functional design
(19:48) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/TWIST
(21:17) Gaining customer trust
(30:46) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
(32:17) Airbnb’s incredible COVID turnaround
(45:05) Joe’s new startup Samara
Check out: https://www.samara.com/backyard
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Molly and Jason discuss Google’s announcing plans to roll out its ChatGPT competitor, called Bard, in the coming weeks. (1:10) Then, they discuss Adam Neumann’s explanation of Flow’s business before wrapping up with a SOTD, Jobber. (18:59)
(0:00) M+J kick off the show
(1:10) Breaking down Google’s announcement of Bard
(9:29) Coda - Startups can get $1000 credit by visiting https://coda.io/twist
(11:00) Neeva’s approach to search
(17:33) Linode - Apply to Linode's Rise program for up to six figures in discounts at https://linode.com/twist
(18:59) An update on Adam Neumann’s Flow
(36:31) Meowtel - Save $25 on your first booking with code TWIST25 at https://meowtel.com/
(37:53) SOTD: Jobber raises $100M
(46:17) Microsoft officially announces the integration of ChatGPT into Bing
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Molly breaks down Google’s $300M investment in Anthropic and how this deal compares to Microsoft’s investment in OpenAI. (2:00) Then, she dives deep into a former Google executive’s paid search engine and ShiftMed raising $200M to solve the nursing shortage. She wraps the show with an interview featuring the CEO of dating app So Syncd, Jessica Alderson. (13:44)
(0:00) Molly kicks off the show
(2:00) Google invests $300M in Anthropic
(12:15) LinkedIn Marketing - Get a $100 LinkedIn ad credit at https://linkedin.com/thisweekinstartups
(13:44) Neeva’s new approach to search
(21:33) Acquire.com - Sign up for FREE at https://try.acquire.com/twist
(22:58) AI’s data problem
(28:27) ShiftMed raises $200M
(33:18) LMNT - Get a free sample pack with any purchase at https://drinklmnt.com/twist
(34:45) Seed/Series A Interview: Jessica Alderson, CEO of So Syncd
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Molly is off for the day, so Producer Rachel joins Jason to break down Google, Amazon, and Apple’s latest earnings report. (1:29) Then LA26 graduate Perrin Davidson, CEO of EATERCLUB, joins Molly. (46:05) Lastly, we end the week with another edition of Ok Boomer, where Rachel interviews Eerika Savolainen, the CEO of Slush. (1:02:16)
(0:00) Jason and Rachel kick off the show!
(1:29) Google earnings
(11:19) MasterClass - Get 15% off an annual membership at https://masterclass.com/startups
(12:44) Amazon earnings
(23:28) Vanta - Get $1000 off your SOC 2 at https://vanta.com/twist
(24:30) Apple earnings
(33:36) Fitbod - Get 25% off at https://fitbod.me/twist
(34:36) The US jobs report
(46:05) LA26 Founder: Perrin Davidson of EATERCLUB
(1:02:16) OK Boomer with Eerika Savolainen, the CEO of Slush
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FOLLOW Molly: https://twitter.com/mollywood
Jason and Molly kick off the show by discussing Meta’s Q4 earnings and the news that the Fed is raising rates by only 25 basis points (3:06), which leads to a discussion on unemployment, automation, and generative AI updates. (11:24) Then, Lon Harris joins to discuss Oscar nominations, Spotify earnings, “peak podcasting,” and more. (37:51)
(0:00) M+J kick off the show
(3:06) Meta Earnings
(7:56) The Fed raises rates by 25bps
(9:57) House of Macadamias - Get 20% off at https://houseofmacadamias.com/twist by using code TWIST20
(11:24) Unemployment and Automation
(21:59) Microsoft for Startups Founders Hub - Apply in 5 minutes for six figures in discounts at http://aka.ms/thisweekinstartups
(23:30) ChatGPT hits 100M MAUs + Google’s Apprentice Bard
(36:46) Anyplace - Get $250 off your booking with the code TWIST250 at https://www.anyplace.com/twist
(37:51) Oscar Nominations with Lon Harris
(44:06) Spotify earnings
(55:35) The Last of Us is another hit for HBO
(1:00:58) James Gunn reveals chapter one of the DC Universe
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Jason is joined by FirstMark Capital’s Rick Heitzmann, who started his investment career in 1999. They discuss “sobering up” after the 14-year bull run (1:55), Airbnb’s response to the downturn (7:38), how senior leaders must act as shock absorbers for their founders (26:30), and more!
(0:00) Jason kicks off the show
(1:55) Rick’s experience of the “Speculative Asset Bubble”
(7:38) Airbnb’s reaction to the downturn
(11:33) LinkedIn Jobs - Go to https://linkedIn.com/angel and post your first job for free
(12:58) Rick’s memory of the Dot Com bubble
(19:39) Advice for founders in a downturn
(22:27) Embroker - Use code TWIST to get an extra 10% off insurance at https://Embroker.com/twist
(23:29) How CAC and LTV have changed
(26:30) The emotional state of Founders and keeping them focused
(35:09) Term sheets in the Dot Com era and today
(40:06) Letterhead - get 50% off their first year at tryletterhead.com/twist
(41:21) Different forms of exits + Key attributes in founders
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Jason and Molly kick off the show with a quick third-rail story about Area 51. (1:56) They then cover Instagram co-founders Mike Krieger and Kevin Systrom’s new startup, Artifact. (10:44) Finally, Gabi Lewis of Magic Spoon joins Molly for an awesome interview about their latest raise, launching in big box stores and more. (41:56)
(0:00) Molly Kicks off the show
(1:56) Conspiracy Theories with Molly and Jason
(9:37) Vanta - Get $1000 off your SOC 2 at https://vanta.com/twist
(10:44) Mike Krieger and Kevin Systrom’s new venture: Artifact
(20:16) Embroker - Use code TWIST to get an extra 10% off insurance at https://Embroker.com/twist
(21:19) Monetizing news aggregators + content moderation
(40:42) Letterhead - get 50% off their first year at tryletterhead.com/twist
(41:56) Gabi Lewis of Magic Spoon joins Molly
(1:13:51) Jay Trades, immigration and TikTok ideas
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Jason and Molly kick off the week with a generative ai update! (5:00) Then, they cover Mr. Beast’s latest video and “stunt culture” (35:21), some more third-rail topics (49:40), and Billy McFarland being back in the news! (59:50)
(0:00) M+J kick off the show
(2:10) Apply to Founder University 2-Day Workshop at https://intensive.founder.university/
(5:00) Anthropic raises at a $5B valuation
(9:31) LinkedIn Jobs - Post your first job for free at https://linkedin.com/twist
(11:01) More on Anthropic
(18:01) Notion - Sign up for FREE at https://notion.com/jason
(19:21) Semafor reports OpenAI has contracted 1000 developers
(27:06) Baidu is developing their own AI Chatbot
(33:53) CAST AI - get a FREE cloud cost audit AND a personal consultation at cast.ai/twist
(35:21) MrBeast’s latest video + Stunt culture
(49:40) Third-rail topics
(59:50) Billy McFarland is back in the news
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Molly and Jason chop it up about New York Attorney General Letitia James probing into MSG's alleged use of facial recognition to identify and target specific patrons (1:46). This segues into a great discussion about Meta's $10M deal with BuzzFeed and The Creator Economy as a whole (21:41). We cap off the week with two great interviews, one with LA26 graduate Nevsah Karamehmet of Breath Hub (36:17) and another with Brett Bauman, the creator of PlaylistAI (48:09).
(0:00) M+J kick off the show
(1:46) WLITF WTF: Facial recognition software at MSG
(8:33) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
(10:03) More on the NYAG case regarding MSG's facial recognition software
(20:11) Linode - Apply to Linode's Rise program for up to six figures in discounts at https://linode.com/twist
(21:41) BuzzFeed's lucrative deal with Meta + Revenue share with creators
(35:07) Crowdbotics - Get a free scoping session for your next big app idea at crowdbotics.com/twist
(36:17) LA26 Founder: Nevsah Karamehmet of Breath Hub
(48:09) Ok Boomer with Brett Bauman
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Please take our 90-second audience survey for a chance to win a $50 amazon gift card at www.thisweekinstartups.com/survey
Vinny and Sunny are back for our first crypto-roundtable of 2023. Vinny breaks down the macroeconomic variables affecting Bitcoin’s price (1:39), plus they all predict whether Bitcoin will hit $30K or $16 first (11:43) (This is not financial advice). They delve into the ongoing controversy involving DCG, Gemini and Genesis (26:54), as well as the news that the SEC has charged both Gemini and Genesis with offering and selling unregistered securities (35:12). We wrap up the show with a great discussion about Porsche’s failed NFT drop and how brands should approach entering Web 3.0 (44:38).
(0:00) Jason kicks off the show
(1:39) Vinny’s macroeconomic breakdown
(10:18) Acquire.com - Sign up for FREE at https://try.acquire.com/twist
(11:43) Bitcoin’s price action + will it hit $30k or $16K
(17:35) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/TWIST
(18:59) Gluttony and the lack of consumer savings
(26:54) DCG, Genesis and Gemini controversy
(33:40) Fitbod - Get 25% off at https://fitbod.me/twist
(35:12) The SEC has charged Gemini and Genesis for selling unregistered securities
(44:38) Porsche’s NFT drop
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Jason sits down with Bryan Roberts of Venrock for another episode of Angel Season 7! They discuss Bryan’s first bets (2:22) and his perception of the dot com bubble. (14:38) The two also dive into topics like creating optionality as a startup (21:24), bad habits in VC (28:49) and Theranos. (36:18) To wrap the show, Bryan and Jason discuss disagreeing with founders (39:07) and the psychology of placing bets! (44:33)
(0:00) Jason kicks off the show
(2:22) Bryan’s first investment: Illumina
(8:52) LinkedIn Jobs - Go to http://linkedin.com/angel and post your first job for free
(10:16) Bryan’s second investment: Athena Health
(14:38) Bryan’s experience during the dot-com bubble
(19:54) Merge - Get started by integrating up to 5 linked accounts for free today at merge.dev/twist
(21:24) Creating optionality in a startup
(25:30) Understanding your leaders
(28:49) Bad habits in venture
(34:55) Velocity Growth - Get $500 off your first growth audit or monthly package now with promo code TWIST at velocitygrowth.com/twist
(36:18) Bryan’s thoughts on Theranos
(39:07) Diligence and disagreements with founders
(44:33) The psychology of placing bets + advice for founders
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Molly goes solo today to cover the DOJ joining eight states to file an anti-trust lawsuit against Google (2:04) before covering Ticketmaster taking the stand in a Senate hearing today. (15:37) Producer Rachel then joins to discuss the latest on user-friendly ticket competitors. (23:07) Then, Molly is joined by two different LA26 founders: Rhian Beutler of Govalo (32:47) and Daniel Sakhai of HeyHire! (44:44)
(0:00) Molly kicks off the show
(2:04) the DOJ’s lawsuit with Google
(9:16) AgeTech Collaborative - Find out more and apply at https://agetechcollaborative.org/twist
(10:51) Google and Microsoft’s prior lawsuits with the DOJ
(15:37) Ticketmaster’s senate hearing
(21:30) AgeTech Collaborative - Find out more and apply at https://agetechcollaborative.org/twist
(23:06) Rachel joins Molly to discuss the latest on user-friendly ticket competitors
(31:18) Nutrisense - Use code TWIST and get $30 off at nutrisense.io/twist
(32:47) Rhian Beutler of Govalo joins Molly
(44:44) Daniel Sakhai of HeyHire joins Molly
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Join Molly and Jason as they react to TikToks posted by former Google employees who have recently been let go. They discuss why Google is letting people go despite their massive profits (8:54). They also explore Open AI and Microsoft's codified partnership (38:39) and the report from the WSJ that activist investor Elliot Management has invested billions into Salesforce (45:06). To end the show, we have another great edition of WLITF featuring NVIDIA's new AI-generated eye contact feature (49:16).
(0:00) M+J kick off the show
(2:35) Jason is still on the mend + vaccine talk
(7:46) Embroker - Use code TWIST to get an extra 10% off insurance at https://Embroker.com/twist
(8:54) The difference between Meta, Amazon and Google's layoffs + Employee reaction to getting laid off
(18:52) LinkedIn Jobs - Post your first job for free at https://linkedin.com/twist
(20:16) Why Google is doing layoffs + more employee reactions
(37:05) Meowtel - Book a local and insured sitter on the #1 cat sitting app. Save $25 on your first booking with code TWIST25
(38:29) OpenAI codified its deal with Microsoft
(45:06) Elliot Management invests billions in Salesforce
(49:16) WLITF: NVIDIA's insane update
This Week in Startups 90-second survey - Enter for a chance to win a $50 amazon gift card at www.thisweekinstartups.com/survey
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Molly and Jason tackle Netflix's stellar fourth-quarter earnings and the news that Reed Hastings is stepping down as CEO. (1:55) Plus, they delve into Google's announcement to lay off 6% of its workforce (17:00), and the former MySpace founders raised a $32M Seed round for their new gaming startup PLAI. (28:55) Lastly, Producer Rachel is back with another segment of Ok Boomer with Mike O'Brien! (36:47)
(0:00) M+J kick off the show
(1:55) Netflix earnings + Reed Hastings steps down as CEO
(9:29) Crowdbotics - Get a free scoping session for your next big app idea at crowdbotics.com/twist
(9:37) Netflix's future
(17:00) Google to layoff 6% of their staff
(23:37) Mixpanel - Apply for $50K in credits at https://mixpanel.com/startups
(20:50) Will Apple do a RIF?
(28:55) Former MySpace founders raise $32M for their new startup PLAI
(33:53) This Week in Startups 90-second survey - Enter for a chance to win a $50 amazon gift card at www.thisweekinstartups.com/survey
(35:19) House of Macadamias - Get 20% off at https://houseofmacadamias.com/twist by using code TWIST20
(36:47) Ok Boomer with Mike O'Brien
Bloomberg Article: https://www.bloomberg.com/news/newsletters/2023-01-20/reed-hastings-retires-as-netflix-ceo-with-a-long-list-of-wins
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Molly and Jason kick off the show by discussing the concept of 'quiet hiring' (1:53) and the SEC's proposed rules making it easier for LPs to sue VCs (9:37). They also cover Semafor's buyback of Sam Bankman-Fried's $10M investment (20:50). And Lon Harris is back to discuss the new box office hit M3GAN (31:00) and the premiere of The Last of Us (45:45).
(0:00) Molly kicks off the show
(1:53) Jargon Watch: What is “quiet hiring”?
(8:29) Vanta - Get $1000 off your SOC 2 at https://vanta.com/twist
(9:37) SEC proposes new rules making it easier for LPs to sue VCs
(19:21) Supergut - Get 30% off with code TWIST at https://supergut.com
(20:50) Semafor to buy back SBF’s $10M investment
(29:44) Formulate - Get 25% off at formulate.co/twist
(31:00) Blumhouse and Atomic Monster’s potential merger + M3GAN’s marketing campaign
(45:45) The Last of Us Premiere + more on video game adaptations
FOLLOW Lon: https://linktr.ee/lons
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FOLLOW Molly: https://twitter.com/mollywood
(0:00) Jason Kicks off the show
(2:49) Brad Feld, Co-founder of Foundry, talks about starting out in investing
(13:30) LinkedIn Jobs - Post your first job for free at https://linkedin.com/angel
(14:56) Brad’s thesis for whom he’ll get in the “trenches” with
(20:48) MasterClass - Get 15% off an annual membership at https://masterclass.com/startups
(22:22) Fighting to the end + Investing through the dot-com bubble
(38:13) Microsoft for Startups Founders Hub - Apply in 5 minutes, no funding required, sign up at http://aka.ms/thisweekinstartups
(39:43) Surviving the GFC
(44:23) Brad’s perspective on the investor/CEO dynamic + being a leader in a down market
(1:00:02) Reflecting on the speculative asset bubble
(1:16:44) Looking forward into 2023
FOLLOW Brad: https://linktr.ee/bfeld
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First up, Molly and Jason cover a bunch of news happening in the world of AI, Getty Images is preparing to sue Stable Diffusion creator Stability AI (8:47), Meta is partnering with Shutterstock to train its AI models, and Microsoft CEO Satya Nadella announced the company will integrate OpenAI’s software into Azure - it’s cloud computing platform - and ALL it’s other products. (36:07) Then, we cover two new sustainability startups! Mill is a company started by former Nest co-founders making an automated compostability trash can. (55:12) And Sollum is building AI-enabled LED lighting solutions for indoor farming. (1:06:35)
(0:00) M+J kick off the show.
(2:47) Molly and Jason catch up after their long weekend
(7:23) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/TWIST
(8:47) Getty Images prepares a lawsuit against Stability AI
(12:54) Data and data integrity
(17:55) AgeTech Collaborative - Find out more and apply at https://agetechcollaborative.org/twist
(19:30) The similarities between AI and the music industry
(34:31) AgeTech Collaborative - Find out more and apply at https://agetechcollaborative.org/twist
(36:07) Microsoft announces that they will integrate AI into all their products + more on round-tripping
(49:50) Blockchain versus AI
(55:12) SOTD: Mill
(1:06:35) SOTD: Sollum Technologies
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
Molly and Jason dive deep into the recent news of Tim Cook, the CEO of Apple, taking a $50 million pay cut. They discuss this move's implications and whether CEOs are worth their large compensation packages. (1:24) Andrew Gazdecki, CEO of Acquire.com, joins Jason for a fun interview discussing Acquire.com's rebrand and the acquisition marketplace. (24:47)
(0:00) Molly kicks off the show
(1:24) CEO of Apple, Tim Cook takes a $50M pay cut
(11:51) LinkedIn Marketing - Get a $100 LinkedIn ad credit at https://linkedin.com/thisweekinstartups
(13:21) Are CEOs worth their compensation packages?
(23:18) Notion - Sign up for FREE at https://notion.com/jason
(24:47) Andrew Gazdecki of Acquire.com joins Jason
(40:45) Formulate - Get 25% off at formulate.co/twist
(42:02) Serial sellers, Acquire.com’s growth and M&As
FOLLOW Andrew: https://twitter.com/agazdecki
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Molly and Jason kick off the show about social taboo topics and getting to the bottom of Covid-19.(2:22) Following the two discuss Molly attending Strictly VC, DeepMind’s new chatbot Sparrow and OpenAI’s end game. (15:43) Then Molly interviews LAUNCH Accelerator founder United by Zero CEO and Founder Lex Kiefhaber (52:34). Then we cap off the episode with another great edition of Ok Boomer featuring Juliet Meskers, co-founder and CEO of MOTH (1:08:45)
(0:00) M+J kick off the show
(2:22) Covid-19 and cultural taboo topics
(10:32) Linode - Apply to Linode's Rise program for up to six figures in discounts at https://linode.com/twist
(12:01) Getting to the bottom of Covid-19
(15:43) Molly attended Strictly VC to hear Sam Altman speak about AI
(19:33) Crowdbotics - Get a free scoping session for your next big app idea at crowdbotics.com/twist
(21:06) The difference between creating and packaging AI
(28:42) DeepMind’s chatbot Sparrow + AI infringing on intellectual property
(37:18) Acquire.com - Sign up for FREE at https://try.acquire.com/twist
(38:49) What is OpenAI’s end game?
(52:34) Molly interviews LAUNCH Accelerator founder United by Zero CEO and Founder Lex Kiefhaber
(1:08:45) Ok Boomer featuring Juliet Meskers, co-founder and CEO of MOTH
FOLLOW Lex: https://mobile.twitter.com/_united_by_zero
FOLLOW Juliette: https://mobile.twitter.com/mothhealth
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FOLLOW Molly: https://twitter.com/mollywood
Molly and Jason chop it up about Jason's latest Jay Trades: Apple, Amazon and Disney. (2:21) Then they briefly discuss SBF's new Substack. (14:42) To wrap up the show, Lon joins us for this week's edition of This Week in Streaming to talk about award season and Netflix's content strategy. (21:14)
(0:00) M+J kick off the show
(2:21) Jason explains why he placed a bet on Apple
(8:12) Embroker - Use code TWIST to get an extra 10% off insurance at https://Embroker.com/twist
(9:20) Molly and Jason discuss his two other Jay Trades, Amazon and Disney
(14:42) SBF's Substack
(19:42) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
(21:14) Lon joins to discuss award season with Molly and Jason
(35:44) Fitbod - Get 25% off at https://fitbod.me/twist
(37:17) Netflix's content strategy is like a “gourmet cheeseburger”
(50:36) Award season continued
FOLLOW Lon: https://linktr.ee/lons
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
First up, J+M cover the problems at Slack and Salesforce (3:00), before breaking down the anti-competitive issues with bundling software to harm competitors. (13:34) Then, they talk about the comeuppance from "A-players" regarding the lack of efficiency in big tech (26:35), a 10-month jail sentence for crypto inside trading (39:52), and DoNotPay's AI-based robo-lawyer taking a case! (51:14)
(0:00) J+M tee up today's topics!
(3:00) Breaking down the recent rift between Slack and Salesforce
(12:00) AgeTech Collaborative - Find out more and apply at https://agetechcollaborative.org/twist
(13:34) Issues with bundling, did Salesforce overpay for Slack?
(25:00) AgeTech Collaborative - Find out more and apply at https://agetechcollaborative.org/twist
(26:35) Lack of efficiency as a lightning rod at big tech companies, management styles
(38:22) Nutrisense - Use code TWIST and get $30 off at nutrisense.io/twist
(39:52) The brother of a former Coinbase PM was sentenced to 10 months in prison for using tips from his brother to make $900K
(51:14) DoNotPay's robo-lawyer will be used in a court case, OpenAI will pilot a paid version of ChatGPT
(1:06:51) Jason ends with an emotional video from Ke Huy Quan's Golden Globes acceptance speech
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
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Molly and Jason discuss the news that Coinbase is doing another 20% RIF. (6:50) Then they discuss the announcement that Microsoft is investing $10B into OpenAI with some pretty favourable terms. (27:19) After, Molly and Jason chat about Make Sunsets’ plan to cool the planet and Enpal, a German solar panel company raising money at a $2.4B valuation. (46:56) Then we wrap with this year’s first edition of TWiCS featuring Mike O’Kronley, CEO of Ascend Elements. (1:00:56)
(0:00) M+J kick off the show
(2:10) Atmospheric rivers and the chaos in California
(6:50) Coinbase does another 20% RIF
(11:56) Vanta - Get $1000 off your SOC 2 at https://vanta.com/twist
(13:03) The future of employment in tech
(21:50) Mixpanel - Apply for $50K in credits at https://mixpanel.com/startups
(23:16) The perfect amount of founders
(27:19) Microsoft is invests $10B into OpenAI
(32:46) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/TWIST
(34:10) OpenAI going from a non-profit to a for-profit + What is roundtripping?
(46:56) Make Sunsets raises $750K to do what?!
(53:05) Enpal raises at a $2.4B valuation
(1:00:56) TWiCS: Mike O’Kronley of Ascend Elements
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
Back from the weekend! First up, J+M catch up and cover a very strange economic situation. (2:07) Then, the duo covers NoMa, the world's most famous restaurant, shutting its doors due to an unsustainable business model (24:46), before going deep on generative AI news and demoing OpenAI's ChatGPT iOS app! (49:54)
(0:00) J+M intro today's show!
(2:07) Weekend catchup! Jason's chainsaw adventure
(12:29) LinkedIn Jobs - Post your first job for free at https://linkedin.com/twist
(14:04) Twitter view counts being a revealing engagement metric, Jeremy Renner's accident, "the weirdest economy ever"
(23:17) House of Macadamias - Get 20% off at https://houseofmacadamias.com/twist by using code TWIST20
(24:46) Noma, the world's best restaurant, to shut down due to an unsustainable business model
(37:43) Microsoft for Startups Founders Hub - Apply in 5 minutes, no funding required, sign up at http://aka.ms/thisweekinstartups
(39:12) Massive wealth transfer upcoming and how that impacts the labor market, Kauffman Fellowship
(49:54) OpenAI update: Microsoft reportedly integrating ChatGPT into Word and email, "derivative" AI tools, SOTD: XetHub, ChatGPT banned by NYC public schools
(1:02:38) Jason demos ChatGPT's upcoming iOS app, which is currently in private TestFlight beta
(1:11:12) Uber trademarks "Uber Air," eVTOL relationship with Joby Aviation, current chopper business
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Coffeezilla joins M+J to discuss the latest on the alleged Logan Paul and CryptoZoo scam. (1:21) Then Em Herrera joins Rachel for this year’s first edition of Ok Boomer to discuss 2023 predictions. (50:29)
(0:00) Molly kicks off the show
(1:11) Coffeezilla joins Molly and Jason to discuss the alleged CryptoZoo Scandal and his background
(11:06) Supergut - Get 30% off with code TWIST at https://supergut.com
(12:37) Coffeezilla’s main issue with the alleged grift + What is CryptoZoo?
(19:58) MasterClass - Get 15% off an annual membership at https://masterclass.com/startups
(21:30) Logan Paul’s response video
(26:32) The red flags of CryptoZoo + What Logan should have done
(41:51) Subscribe to the Founder University Podcast at https://www.founder.university/podcast
(43:18) Overtime with Coffeezilla
(50:29) Ok Boomer: 2023 predictions with Em Herrera
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M+J kick off the show by discussing the news that Bing will integrate ChatGPT into its search service. (1:21) Then they chop it up about ZeniMax forming Microsoft’s first union. (15:06) And then Lon Harris joins the show to review Flux Gourmet and chat about the economics of streaming (27:11)
(0:00) J+M Kick off the show
(1:21) Bing to integrate ChatGPT into search
(13:30) Crowdbotics - Get a free scoping session for your next big app idea at crowdbotics.com/twist
(15:06) ZeniMax forms Microsoft’s first union
(25:45) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/TWIST
(27:11) Lon, Molly and Jason discuss Flux Gourmet
(41:31) Founder University 2-Day Intensive Course - learn more at intensive.founder.university
(42:31) Starz cancels Dangerous Liaisons, Becoming Elizabeth and Step Up + the economics of streaming
FOLLOW Lon: https://twitter.com/lons
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FOLLOW Molly: https://twitter.com/mollywood
Multiple time guest and friend of the pod Keith Rabois is back! Jason and Keith talk 2023 macro outlook (1:00), big tech's impact on startups (10:01), advice for founders (18:24), Meta's risky VR bet (27:22), ChatGPT vs Google (39:05), and more!
(0:00) Jason intros today's guest: Keith Rabois!
(1:00) Keith's 2023 macro outlook and thoughts on startup valuations
(8:54) Vanta - Get $1000 off your SOC 2 at https://vanta.com/twist
(10:01) What are big tech hiring freezes and RIFs doing to the startup market? Entitlement era coming to an end
(18:24) Advice for different archetypes of founders
(25:50) Acquire.com - Sign up for FREE at https://try.acquire.com/twist
(27:22) Importance of founder authority, Tim Cook taking over for Steve Jobs at Apple, Meta's risky VR bet
(37:34) Apply for the LAUNCH Accelerator: https://launchaccelerator.co
(39:05) Keith's thoughts on ChatGPT, a new approach to search, and Microsoft taking on Google
(53:37) What types of founders is Keith looking to invest in right now?
(59:25) OpenDoor thoughts + a little politics
FOLLOW Keith: https://twitter.com/rabois
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FOLLOW Molly: https://twitter.com/mollywood
Jason and Molly are BACK for the first news show of 2023! First up, they break down SpaceX's reported $137B valuation, the astounding market opportunity for Starlink, and more! (7:14) Then, they cover two Shopify stories (37:38) and Apple shutting down fan-favorite weather app Dark Sky. (55:01)
(0:00) J+M intro today's topics!
(2:25) Thoughts on the potential year ahead
(7:14) SpaceX is raising $750M at a $137B valuation, led by a16z
(12:54) LinkedIn Marketing - Get a $100 LinkedIn ad credit at https://linkedin.com/thisweekinstartups
(14:24) Producer Sam (powered by ChatGPT), Starlink's bottom-up TAM, SpaceX's genius infrastructure play
(29:56) Coda - The All-in-one doc for teams, sign up for free at https://coda.io/twist
(31:28) More ChatGPT producing
(37:38) Shopify is attempting to fill the ad targeting void left by Apple's App Tracking Transparency
(45:07) Subscribe to the Founder University Podcast at https://www.founder.university/podcast
(46:32) Second Shopify story: CEO Tobi Lutke has asked employees to purge meetings to increase productivity
(55:01) Apple shuts down the Dark Sky weather app
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Jason and Molly rip through 20+ predictions for 2023, including over/under bets, shutdowns, stocks, main characters, startups, new tech, and SO much more!
(0:00) J+M tee up today's show: 2023 Predictions!
(1:53) Main character of 2023
(4:35) Most anticipated trend
(7:13) Surprising shutdown
(9:40) Biggest bag securer
(13:36) Notion - Sign up for FREE at https://notion.com/jason
(15:06) App/tech breakout
(17:30) Most notable CEO resignation or return
(21:25) Most anticipated technology
(25:37) Embroker - Use code TWIST to get an extra 10% off insurance at https://Embroker.com/twist
(26:45) Most anticipated media
(29:09) Over/under: 30.5 year sentence for SBF
(30:07) Over/under: 10.5 year sentence for Caroline Ellison
(30:34) Over/under: $750M box office for Oppenheimer
(31:06) Over/under: 21 months left of recession
(31:46) Hottest take for 2023
(35:53) Fitbod - Get 25% off at https://fitbod.me/twist
(37:26) Will any VCs be charged in a crypto-related crime?
(38:16) Will total capital raised by VCs fall off a cliff?
(43:11) What startup will make the biggest impact?
(45:59) Overrated hot new vertical
(48:43) Will the fundraising landscape get better for startups?
(50:19) Over/under: 3 new impactful social apps
(51:18) Most stock appreciation: $AAPL, $AMZN, $GOOG, $META, $MSFT
(52:59) Most stock appreciation: $ABNB, $SPOT, $UBER
(55:21) Over/under: 177 IPOs
(56:07) When will VR replace the iPhone?
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Molly and Jason present... the 2022 TWiSTY Awards! Join them in commemorating all the best, worst, and craziest moments from this year in startups, markets, and tech!
(0:00) J+M intro today's show
(1:37) Introducing the 2022 TWiSTY Awards!
(3:18) Best prop
(7:51) Best behind the scenes emoji
(12:38) Mixpanel - Apply for $50K in credits at https://mixpanel.com/startups
(14:04) Best meme
(19:12) Best gadget
(22:44) Nutrisense - Use code TWIST and get $30 off at nutrisense.io/twist
(24:14) Best media
(39:40) Best Twitter follow
(42:55) Founder University - Apply at https://course.founder.university
(44:32) Main Character of the Year
(54:54) Bag Securer of the Year
(1:02:07) Best CEO of the Year
(1:10:03) Startup of the Year
(1:15:35) Defunct Startup of the Year
(1:20:52) News Topic of the Year
(1:26:55) Surprisingly Awesome Guest of the Year
(1:30:28) Interview of the Year
(1:32:56) Best Guest Chemistry of the Year
(1:39:28) Episode of the Year
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J+M kick off the show by discussing some approved changes to direct listings, which will make it easier for companies going public via direct listings to raise money! (1:18) Then, LAUNCH team member Charlie Cuddy joins Molly to demo Notion's new AI tool (14:07). Finally, Producer Rachel joins Molly to break down which popular consumer apps and tools to use to plan a last-minute NYE party. (33:12)
(0:00) Molly intros today's segments!
(1:18) J+M discuss the approved changes to direct listings, and how this might impact companies going public in 2023
(12:33) Crowdbotics - Get a free scoping session for your next big app idea at https://crowdbotics.com/twist
(14:07) LAUNCH team member Charlie Cuddy joins Molly to demo Notion AI!
(31:58) LinkedIn Jobs - Post your first job for free at https://linkedin.com/twist
(33:12) Producer Rachel joins Molly to break down which popular consumer apps and tools to use to plan a last-minute NYE party!
(41:12) Founder University - Apply at https://course.founder.university
(42:52) Rachel and Molly discuss the best gig work apps, playlist tools, sober-curious beverages, and more!
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Christmas surprise! Check out Jason and Molly's FULL review of Tár, spoilers and all, with Lon Harris!
(0:00) Tár review from Thursday
(21:53) Bonus Tár review! Reviewing the critics, SPOILER REVIEW, and more!
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Molly and Jason discuss Caroline Ellison and Gary Wang pleading guilty to securities fraud. (2:04) Then Lon Harris joins J+M for this week’s edition of This Week in Streaming, where they discuss YouTube’s new 7-year multibillion-dollar deal with the NFL. (36:57) We wrap with Part 1 of their review of Todd Field’s latest film Tár. (1:06:12)
(0:00) J+M Kick off the show
(2:04) Molly and Jason react to Caroline Ellison and Gary Wang pleading guilty to securities fraud
(8:36) Odoo - Get your first app free and a $1000 credit at https://odoo.com/twist
(12:29) The Truth of FTX is confirmed + the difference between marketing a product and a security
(22:49) Embroker - Use code TWIST to get an extra 10% off insurance at https://Embroker.com/twist
(23:59) How will VCs fair if tokens are ruled as securities
(30:16) Molly and Jason’s hot takes on the FTX fallout
(35:17) Founder University - Build your MVP with help from Founder University at course.founder.university
(36:57) YouTube inks multibillion-dollar streaming deal with the NFL
(55:40) Lon runs down the topics in his newsletter, including Netflix’s Wednesday becoming a smash hit + actors who have not acted in a streaming series
(1:06:12) Part 1: Molly, Jason and Lon review Todd Field’s Tár (TO BE CONTINUED)
Kruze COO Scott Orn is back with Jason to educate founders on how to get the most out of their cash reserves. (0:00)
(0:00) Your fiduciary duty to protect and invest your cash responsibly + developing an investment policy
(8:00) Evaluating your chart of accounts + Jason's credit card hack
(12:30) Final thoughts for founders going into 2023
Check out Kruze: https://www.kruzeconsulting.com
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First up, J+M break down Disney's "Battle of the Bobs" (2:59), before covering two record-breaking fines against Epic Games, and explaining "dark patterns." (20:35) Molly wraps the show by interviewing ClimateCamp CEO Stijn Gysemans on Scope 3 emissions tracking! (44:26)
(0:00) J+M tee up today's topics!
(2:59) WSJ report on the rift between Iger and Chapek at Disney
(13:36) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/TWIST
(15:03) The role Christine McCarthy, Disney's CFO, played in bringing back Bob Iger
(20:35) Epic Games receives two record-breaking fines from the FTC, understanding "dark patterns" and deceptive design
(30:14) Blueground - Get up to $1000 off your booking at https://promos.theblueground.com/twist
(31:40) Tangent continued: calling out the worst "dark design" offenders
(44:26) ClimateCamp CEO Stijn Gysemans joins Molly Wood to chat target markets, Scope 3 emissions, and more!
(51:29) Understanding how emissions are calculated, EU rules and regulations
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J+M start the show by breaking down the recent disruption at Salesforce and Marc Benioff's comments on remote work. (2:44) Then, they cover OpenAI projecting $1B in revenue by 2024 (57:25) and wrap with a new segment: Little Big Things! (1:14:33)
(0:00) J+M tee up today's topics
(2:44) Weekend catchup and disruption at Salesforce
(15:44) Supergut - Get 30% off with code TWIST at https://supergut.com
(17:14) David Sacks tweets about the vicious cycle that Salesforce (and SaaS companies at large) will undergo, grading Benioff's feedback to employees
(31:43) Fitbod - Get 25% off at https://fitbod.me/twist
(33:15) Remote management issues with thousands of employees, where remote work will wind up in 2023
(47:50) The Pharaohs are taking issue with their pyramids being empty
(57:25) OpenAI is reportedly projecting $1B in revenue by 2024, plus another round of "Google Search or ChatGTP?"
(1:14:33) Little Big Things: Instagram's new "Notes" feature
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Molly and Jason celebrate the last VCSS of 2022 by reflecting on what Molly has learned over this past year. (1:24) Then Valerie Shen of G2 Venture Partners joins Molly for the final TWiCS of the year. (36:38)
(0:00) J+M Kick off the show
(1:23) Molly reflects on her first year as a VC
(10:58) MicroAcquire - Sell your business with no fees at https://try.microacquire.com/twist
(12:29) The founder/VC relationship
(18:30) Learning how to be a VC in a downturn
(20:13) Crowdbotics - Get a free scoping session for your next big app idea at crowdbotics.com/twist
(28:05) The art of patience + getting to 100 meetings
(30:34) Top VCSS episodes of 2022
(36:38) Valerie Shen joins Molly for TWiCS
(40:43) The history of G2 Venture Partners and Valerie’s role
(51:38) Climate Tech is becoming more popular
(1:01:28) Investable climate tech solutions
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Kruze COO Scott Orn is back with Jason to explain the MOST important financial information that founders should include in their pitch deck (
(0:00) Kruze's Scott Orn joins Jason to discuss the role of financial information in your pitch deck
(11:02) Conveying your vision with numbers
Check out Kruze: https://www.kruzeconsulting.com
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Brad Gerstner of Altimeter Capital joins Molly and Jason for an epic Friday show. They chop it up about the state of the economy, what it actually means to be founder friendly and discuss which big tech companies are“fit”. (1:24)
(0:00) J+M Kick off the show
(1:24) Brad Gerstner joins Molly and Jason
(10:28) Odoo - Get your first app free and a $1000 credit at https://odoo.com/twist
(11:38) Brad presents on interest rates, inflation and business multiples
(26:32) LinkedIn Marketing - Get a $100 LinkedIn ad credit at https://linkedin.com/thisweekinstartups
(28:05) The Fed’s core mission
(37:54) Being founder friendly
(39:42) Brad’s letter to Meta
(48:33) Companies that need to get fit
(53:00) Google and Meta’s fitness
(58:08) The curse of the money-printing machine
(1:00:01) Google vs ChatGPT
(1:05:05) Is Uber fit?
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First up, Jason interviews Neetha Avalakki, the founder and CEO of EatKind. EatKind is an AI-powered search engine that converts ANY food or recipe into a vegan alternative. (3:20) Then Lon Harris joins Molly and Jason for another segment of This Week in Streaming. They play a TWiST version of celebrity mean tweets and discuss Neptune Frost. (36:41)
(0:00) M+J Kick off the show
(3:20) CEO of EatKind joins Jason
(8:31) Embroker - Use code TWIST to get an extra 10% off insurance at https://Embroker.com/twist
(9:41) Training EatKind’s AI + Product Market Fit
(18:29) LinkedIn Jobs - Post your first job for free at https://linkedin.com/twist
(19:44) Being a founder in India
(35:12) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/TWIST
(36:41) TWiST Mean Tweets with Lon Harris
(49:46) Reviewing Neptune Frost
(1:06:01) Directors and their breakthrough movies
(1:12:22) James Gunn’s plan for the DC Universe
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Molly and Jason react to a letter they received from Affirm after yesterday’s episode. (1:59) Then, Molly and Jason discuss Marco Rubio’s bipartisan legislation to ban TikTok (35:46), And finally, we cap off season 4 of The Next Unicorns with Co-Founder and CEO of Pearpop Cole Mason (59:28)
(0:00) M+J Kick off the show
(1:59) Molly and Jason respond to a letter from Affirm
(9:33) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist
(15:55) Comparing the pros and cons of BNPL
(27:42) Fitbod - Get 25% off at https://fitbod.me/twist
(29:06) Jason and Molly’s advice on debt
(35:46) Marcos Rubio’s bipartisan legislation to ban TikTok
(46:22) The battle with social media
(59:28)The Next Unicorns: Cole Mason, CEO of Pearpop
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Molly and Jason react to the breaking news that Bahamian authorities have arrested Sam Bankman-Fried. (1:27) Then, from earlier in the day, Molly and Jason chop it up about the news of The Block’s CEO Michael McCaffrey receiving $40M from Alameda Research. (27:41) We then close with a story about Walmart’s new BNPL service. (45:25)
(0:00) Molly kicks off the show
(1:36) Molly and Jason react to SBF getting arrested
(14:51) Vanta - Get $1000 off your SOC 2 at https://vanta.com/twist
(15:55) Kevin O’Leary’s FTX deal + Predicting what happens to SBF
(26:11) Nutrisense - Use code TWIST and get $30 off at nutrisense.io/twist
(27:41) Alameda gave Michael McCaffrey $40M
(45:25) Walmart launches a BNPL service
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Molly and Jason talk about their big weekends. (2:27) Then they discuss the culture war in tech right now (13:47). Followed by our new favourite game, ChatGPT or Google Search. (47:15) Then we wrap up with a breakthrough in the world of nuclear fusion. (1:17:16)
(0:00) J+M Kick off the show
(2:27) Molly and Jason Catch up after the weekend
(12:24) FanDuel Sportsbook - Sign up with promo code TWIST to place a $1000 risk-free bet at https://sportsbook.fanduel.com
(13:47) The culture war in tech
(28:00) Crowdbotics - Get a free scoping session for your next big app idea at crowdbotics.com/twist
(29:23) Organizations getting bloated
(47:15) ChatGPT or Google Search + is Google in trouble?
(1:12:40) Check us out on Substack!
(1:17:16) WLITF: A major breakthrough in nuclear fusion
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J+M kick off the show discussing TAM, SAM, and SOM on this week’s edition of VCSS. (2:40) Then, HubSpot Co-Founder and Partner at Propeller Brian Halligan joins Molly to discuss his $100M venture fund to invest in protecting the world’s oceans. (26:00)
(0:00) J+M tee up today's segments!
(2:40) Exceeding your TAM + overestimating your TAM
(7:39) House of Macadamias - Get 20% off at https://houseofmacadamias.com/twist by using code TWIST20
(9:07) Inducing a market and Bottom-up TAM
(21:15) AgeTech Collaborative - Find out more and apply at https://agetechcollaborative.org/twist
(22:49) Molly introduces Brian Halligan
(26:00) Why the ocean + from founder to investor
(38:00) AgeTech Collaborative - Find out more and apply at https://agetechcollaborative.org/twist
(39:39) Propeller’s investments, their EIR program & thesis
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First up, Lon Harris joins to cover James Gunn's DC reboot (2:14), the business of superhero films (28:18), the top films of the year debate (37:15), and more! Then, Producer Rachel is back with another edition of OK Boomer, featuring through the Noise and Tribescaler founder Alex Banks! (1:21:27)
(0:00) J+M tee up today's segments!
(2:14) Lon Harris joins the show to discuss DC's James Gunn-led revamp
(9:29) Odoo - Get access to all of Odoo's apps, services, and maintenance for under $25 at https://odoo.com/twist
(10:37) Lon's thoughts on James Gunn's new DC plan, and what's working in the box office right now
(26:44) AgeTech Collaborative - Find out more and apply at https://agetechcollaborative.org/twist
(28:18) The business of superhero films
(35:40) AgeTech Collaborative - Find out more and apply at https://agetechcollaborative.org/twist
(37:15) Jason reacts to AO Scott's Best Movies of 2022 list
(44:19) Lon's top movies of 2022
(58:06) Other ongoing stories at Warner Bros Discovery and HBO Max
(1:21:27) OK Boomer: Producer Rachel interviews Through the Noise and Tribescaler founder Alex Banks
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Kruze COO Scott Orn is back with Jason to explain how founders can nail their investor updates!
(0:00) Kruze's Scott Orn joins Jason to discuss the MOST important metrics and information that founders should include in their investor updates to make them concise and effective
(11:49) Other non-financial items to include
(14:50) How to break bad news to investors
Check out Kruze: https://www.kruzeconsulting.com
FOLLOW Scott: https://twitter.com/scottorn
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Sunny and Vinny are BACK to break down all the important topics in crypto: SBF updates (2:52), how $GBTC played into the industry unraveling (11:34), why we should be paying attention to Genesis (25:51), Michael Saylor's recent comments (44:13), and more!
(0:00) Jason tees up today's crypto roundtable!
(2:52) Sunny and Vinny are back to talk about the current vibes in crypto and some updates on the SBF situation
(10:20) Embroker - Use code TWIST to get an extra 10% off insurance at https://Embroker.com/twist
(11:34) How the Grayscale Bitcoin Trust played into the industry unraveling
(24:21) Supergut - Get 30% off with code TWIST at https://supergut.com
(25:51) Why Genesis is more concerning than $GBTC
(35:00) Microsoft for Startups Founders Hub - Apply in 5 minutes, no funding required, sign up at http://aka.ms/thisweekinstartups
(36:29) Decentralized exchanges, importance of self custody, how Solana's price drop relates to Genesis
(44:13) Michael Saylor's recent comments on Ethereum and Ripple being securities, problems with the "foundation" entity workaround
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First up, Jason answers some founder questions! (1:46) Then, MycoWorks Co-Founder Sophia Wang joins for this week's edition of The Next Unicorns! (10:12)
(0:00) Molly tees up today's segments!
(1:46) Ask Jason! What happens if a VC finds a great startup/founder to invest in, but they've already invested in a similar business
(4:31) Ask Jason! What is the ideal number of slides in a pitch deck? What are some general tips to spruce up a pitch deck?
(8:34) LinkedIn Marketing - Get a $100 LinkedIn ad credit at LinkedIn.com/nextunicorn
(10:12) Molly welcomes MycoWorks Co-Founder Sophia Wang to discuss her founding story, why she got into Mycelium solutions, and more!
(19:37) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist
(21:05) Sophia breaks down the technology process at MycoWorks
(27:39) MycoWorks's unusual fundraising journey
(30:15) Blueground - Get up to $1000 off your booking at https://promos.theblueground.com/twist
(31:43) Sophia explains her role as Chief Culture Officer, and explains some of the brands they work with
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First up, Molly breaks down some news stories, including Meta's ad troubles in Europe (1:24) and Semafor's saga with its climate editor departing. (9:51) Then, Jason answers questions from founders! (20:25) Finally, Producer Rachel joins Molly to discuss what happened with Hive Social. (32:10)
(0:00) Molly tees up today's segments!
(1:24) Molly covers Meta's targeted ad troubles in Europe - are we headed for a new standard for ad-based business models?
(8:24) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/TWIST
(9:51) Breaking down Semafor parting ways with its climate editor and a major crypto lending business is stopping its US operations
(19:12) LinkedIn Jobs - Post your first job for free at https://linkedin.com/twist
(20:25) Ask Jason! What percentage of equity should a startup give to an advisor?
(27:22) Ask Jason! General advice for founders pitching investors?
(29:31) Ask Jason! In this environment, should early-stage startups focus on profitability from day one?
(32:10) Rachel Reporting: Molly and Producer Rachel break down what happened with Hive Social and discuss broadcast platforms vs consumption platforms
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J+M start the show with some BREAKING NEWS: Slack CEO Stewart Butterfield is leaving Salesforce! (5:09) Then, they cover Circle canceling its SPAC (26:06), SBF's interactions with regulators and the media (40:29), and a Startup of the Day! (57:50)
(0:00) Molly tees up today's news topics!
(1:48) J+M catch up from the weekend
(5:09) BREAKING: Slack Founder and CEO Stewart Butterfield is leaving Salesforce two years after the Slack acquisition was announced
(12:49) Mixpanel - Apply for $50K in credits at https://mixpanel.com/startups
(14:14) Is this a Salesforce issue or a Slack issue? Is Salesforce's Co-CEO leaving last week just a coincidence?
(24:43) Crowdbotics - Get a free scoping session for your next big app idea at crowdbotics.com/twist
(26:06) Circle cancels its SPAC over missed regulatory deadlines
(39:11) Fitbod - Get 25% off at https://fitbod.me/twist
(40:29) SBF and Maxine Waters, Semafor's potential illicit funds from SBF
(57:50) Startup of the Day! Loft Dynamics is building a VR helicopter flight simulator for ~95% cheaper than traditional simulators
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J+M are back for another edition of VC Sunday School. This week, they discuss momentum investing in venture capital! (1:35) Then, Molly interviews Convective Capital’s Bill Clerico on investing in firetech startups. (27:58)
(0:00) Molly tees up Sunday’s segments!
(1:35) VC Sunday School: Momentum investing: fair strategy, or sign of a bubble?
(12:56) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist
(14:30) Contrarian investing in VC
(26:28) Microsoft for Startups Founders Hub - Apply in 5 minutes, no funding required, sign up at http://aka.ms/thisweekinstartups
(27:58) Molly is joined by Convective Capital’s Bill Clerico and talks about investing solely in firetech startups
(35:30) Bill breaks down the different types of firetech startups that he’s investing in
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J+M kick off the show by discussing and testing out OpenAI’s ChatGPT. (1:59) Then, they wrap up the news with a16z’s announcement that they are shutting down future.com (37:40). Producer Rachel ends the show with another edition of OK Boomer featuring Litquidity’s Jack Raines. (50:03)
(0:00) J+M Kick off the show
(1:59) Molly gets party theme suggestions from OpenAI’s new Chat GPT
(9:58) LinkedIn Marketing - Get a $100 LinkedIn ad credit at https://linkedin.com/thisweekinstartups
(11:23) Compounding improvement of AI technology + David Friedberg’s ChatGPT poem and script
(18:33) Odoo - Get access to all of Odoo’s apps, services, and maintenance for under $25 at https://odoo.com/twist
(19:40) Molly and Jason discuss how ChatGPT works using RLHF
(26:57) Advice for founders + Molly & Jason test out ChatGPT
(36:13) MicroAcquire - Sell your business with no fees at https://try.microacquire.com/twist
(37:40) a16z sunsets future.com + media layoffs
(50:03) OK Boomer with Litquidity’s Jack Raines
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First up, J+M go through a tale of two interviews: SBF at DealBook (3:14) and on Good Morning America (31:58). Then, Lon Harris joins to discuss Disney's new in-house automatic de-aging tool and more! (47:00)
(0:00) J+M tee up today's segments!
(3:14) Covering Sam Bankman-Fried's two recent interviews, reacting to clips from SBF at the NYT DealBook conference
(12:14) Vanta - Get $1000 off your SOC 2 at https://vanta.com/twist
(13:43) SBF chimes in on VC responsibility and drug usage at FTX
(27:31) Embroker - Use code TWIST to get an extra 10% off insurance at https://Embroker.com/twist
(28:46) Finish up with clips from DealBook: FTX US and a final round of applause
(31:58) SBF's Good Morning America interview with George Stephanopoulos
(37:54) Nutrisense - Use code TWIST and get $30 off at nutrisense.io/twist
(39:24) Finishing on SBF's GMA interview and comparing the two interview styles
(47:00) Lon Harris joins to discuss Disney's new in-house automated de-aging tool
(1:07:48) $WBD in talks to license animated content to Amazon, Ben Affleck and Matt Damon's new artist-led venture, Lon's recommendations, Jason's nineties stories, and more!
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First up, Jason answers two great questions from the most recent cohort of Founder University! (1:34) Then, Molly and Producer Rachel discuss Spotify Wrapped's marketing genius and a potential new contemporary. (22:33) Finally, AMP Robotics Founder Matanya Horowitz joins Molly for another edition of The Next Unicorns! (40:02)
(0:00) Molly tees up today's segments!
(1:34) Ask Jason! Is the Generative AI boom for real?
(11:42) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist
(13:12) Ask Jason! How to survive text-to-image tools as a designer
(15:00) Ask Jason! How to build relationships with investors before you start fundraising
(21:07) LinkedIn Jobs - Post your first job for free at https://LinkedIn.com/unicorn
(22:33) Molly and Producer Rachel break down this year's Spotify Wrapped (and a new contemporary!)
(38:38) Crowdbotics - Get a free scoping session for your next big app idea at crowdbotics.com/twist
(40:02) Molly is joined by AMP Robotics founder Matanya Horowitz to talk about building recycling-focused robots!
(52:04) AMP's customers, target market, company mission, and how they train AI
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First up, J+M cover Twitter vs. Apple and the app store duopoly (2:10) before breaking down Google's employees per department. (32:48) They wrap up talking about Snap announcing a return to the office for all employees (37:09) and more crypto chaos. (58:18)
(0:00) J+M tee up today's topics!
(2:10) Twitter vs Apple
(9:23) Mayfair - Get 4% APY on your idle cash automatically at https://getmayfair.com/twist
(10:53) Apple/Google app store duopoly, Steve Jobs's original App Store pitch
(21:43) Blueground - Get up to $1000 off your booking at https://promos.theblueground.com/twist
(23:15) App Store as a blocker for startups, Apple's interesting priorities
(32:48) Google's employees per department breakdown, YouTube's insane efficiency
(35:40) Microsoft for Startups Founders Hub - Apply in 5 minutes, no funding required, sign up at http://aka.ms/thisweekinstartups
(37:09) Google's dramatic headcount increase since 2019, Snap asks employees to return to the office 80% of the time starting in February, end of entitlement in tech
(58:18) BlockFi goes bankrupt and sues SBF, Miami nightclubs see ~99% decline in crypto payments
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Jason welcomes back Kruze COO Scott Orn for another edition of Startup Finance Basics! Jason and Scott break down the state of the market (0:00), 2023 budget planning (9:21), and how to nail investor comms! (14:58)
(0:00) Jason welcomes Kruze COO Scott Orn and they discuss the state of startups and VC
(9:21) What a 2023 budget plan should look like at a Seed stage startup
(14:58) Bias for action, investor comms
TechCrunch's Alex Wilhelm joins to break down the news! First up, the trio covers Pipe's Co-Founders abruptly stepping down (7:06) and the lessons learned. (26:29) Then, they discuss Apple's China-based iOS update impacting AirDrop (40:31) before Alex leaves. J+M finish the show with more thoughts on China and react to Black Friday's ATH sales volume and the BNPL boom. (1:11:01)
(0:00) J+M tee up today's topics and special news guest!
(2:21) J+M catch up on their Thanksgiving breaks with TechCrunch's Alex Wilhelm!
(7:06) Intense velocity of notable tech stories, teeing up the Pipe situation
(12:05) LinkedIn Marketing - Get a $100 LinkedIn ad credit at https://linkedin.com/thisweekinstartups
(13:34) Breaking down the Pipe Co-Founders abruptly stepping down
(25:02) Supergut - Get 30% off with code TWIST at https://supergut.com
(26:29) Pipe's expansion into media and crypto, lessons learned from the "speculative asset bubble"
(37:21) Fitbod - Get 25% off at https://fitbod.me/twist
(38:39) Alex on running a subscription-based media business within an ad-based media business
(40:31) Protests in China, Apple's recent China-specific iOS update, which impacting AirDrop
(59:59) J+M wrap with thoughts on China after Alex departs
(1:11:01) Black Friday spending hits an all-time high, BNPL sees huge bump y/y
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On VC Sunday School, Jason and Molly discuss how VCs size their investments (1:40). Then, Molly is joined by Ben Birnbaum of Keyframe and TeraWatt! (13:17)
(0:00) Molly tees up today's topics!
(1:40) Jason breaks down how VCs think about bet sizing!
(11:43) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist
(13:17) Molly welcomes Ben Birnbaum of TeraWatt and Keyframe to discuss his background and why he started TeraWatt!
(27:07) Odoo - Get access to all of Odoo's apps, services, and maintenance for under $25 at https://odoo.com/twist
(28:15) Ben explains the current state of commercial EVs and TeraWatt's progress
(34:05) How TeraWatt spawned Keyframe, where Ben is an investment partner
(38:20) House of Macadamias - Get 20% off at https://houseofmacadamias.com/twist by using code TWIST20
(39:47) Ben explains how and why he started an investment firm to fund his own startup (and startups like it!)
Check out TeraWatt: https://terawattinfrastructure.com
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First up, Jason and Molly discuss Zoom's Q3 earnings and SaaS burnout throughout the industry (1:37). Then, they break down Amazon's $10B loss tied to its Alexa smart speakers (22:13) and an Airbnb Co-Founder's new housing startup! (34:54) Sunny Madra joins in the final segment to help explain the crypto contagion caused by the FTX collapse. (45:12)
(0:00) Jason tees up today's segments!
(1:37) J+M wind-down earnings season with Zoom's Q3 results and discuss SaaS burnout in tech
(14:40) Embroker - Use code TWIST to get an extra 10% off insurance at https://Embroker.com/twist
(15:55) How Zoom survives and thrives with insane competition
(22:13) Amazon's hardware/Prime Video division is on pace to lose ~$10B this year, mostly due to Alexa losses
(30:33) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/TWIST
(32:01) Solving Amazon's Alexa problem
(34:54) Startup of the Day: Airbnb Co-Founder Joe Gebbia has started a housing startup!
(43:46) Mixpanel - Apply for $50K in credits at https://mixpanel.com/startups
(45:12) Sunny Madra joins to break down the contagion throughout crypto caused by the FTX collapse
(1:08:51) More FTX craziness: SBF's hundreds of millions of secondary, FTX's real estate purchases, and more!
(1:14:14) Is Coinbase in danger as one of the last major exchanges standing? Could Bitcoin fall further? How hard will it be to raise VC in crypto going forward?
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Bob Iger is BACK as Disney CEO, and Bob Chapek has left the company! First, Jason and Molly break down how we got here (11:49) before Lon Harris joins to go deeper on Chapek's missteps and join in on some speculation and predictions for Iger's second stint as CEO! (23:25)
(0:00) J+M tee up today's EMERGENCY POD!
(1:40) Jason and Molly catch up on some wild news from the weekend: Elizabeth Holmes's sentencing, crypto contagion, and more!
(10:21) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist
(11:49) Bob Iger is back as Disney CEO as Bob Chapek steps down, Molly's Chapek intuition
(21:56) Crowdbotics - Get a free scoping session for your next big app idea at crowdbotics.com/twist
(23:25) Streaming expert Lon Harris joins to break down where Chapek went wrong as Disney CEO
(32:59) Supergut - Get 30% off with code TWIST at https://supergut.com
(34:30) More Chapek missteps, how he could have handled things differently, theories/predictions on Iger's next big swing
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J+M kick off the show with another edition of VCSS: a VC’s role in a down market and protecting your money and founders. (4:32) Then, Dan Meyers of Flair joins Molly for this week’s edition of TWiCS.(28:27)
(0:00) J+M discuss how winners start work on Sunday
(4:32) VC Sunday School: Raising and deploying capital in a collapsing economy
(11:32) Vanta - Get $1000 off your SOC 2 at https://vanta.com/twist
(13:02) Pay-to-Play + fiduciary duty vs friendship
(18:10) Smash Digital - Visit https://SmashDigital.com/TWIST to get a free SEO video audit for your business
(19:32) Dollar-cost averaging into a trade and having the founder’s back
(28:27) Molly kicks off TWiCS with Flair Founder - Dan Meyers
(36:41) Microsoft for Startups Founders Hub - Apply in 5 minutes, no funding required, sign up at http://aka.ms/thisweekinstartups
(38:10) Flair’s business model and the smart puck and vent
(49:23) Dan’s pitch to customers and Flair’s competition
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Redfin CEO Glenn Kelman joins Jason to discuss the current downturn, operating in a recession, layoffs, the housing market and more. (1:31) Then, Producer Rachel is joined by Volv Co-Founders Shannon Almeida and Priyanka Vazirani. (33:46)
(0:00) J+M tee up today's segments!
(1:31) Glenn Kelman joins Jason to break down the current downturn, operating in a recession, layoffs, and more
(14:30) FanDuel Sportsbook - Sign up with promo code TWIST to place a $1000 risk-free bet at https://sportsbook.fanduel.com
(16:02) State of the housing market
(29:10) Zapier - Try for free today at https://zapier.com/TWIST
(30:43) Molly and Producer Rachel tee up this week's OK Boomer!
(33:46) Volv Co-Founders Shannon Almeida and Priyanka Vazirani join Producer Rachel to discuss their nine-second articles media concept
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Lon Harris joins for the FULL show to break down the most recent FTX book/film news (2:26), the business of horror movies (30:42), Apple’s MLS deal (46:43), and more!
(0:00) J+M tee up today’s show
(2:26) Lon joins to catch up on the most recent FTX book/film news
(14:16) Odoo - Get your first app free and a $1000 credit at https://odoo.com/twist
(15:24) FTX’s new CEO comments, mapping out FTX content based on the coming Michael Lewis book, CAA’s leaked email
(29:29) Dell for Startups - Apply for Dell for Startups and get an additional 10% off at http://dell.com/twist
(30:42) Business of horror movies: Blumhouse looking to merge with Atomic Monster
(38:39) Linode - Apply to Linode’s Rise program for up to six figures in discounts at https://linode.com/twist
(40:08) Giving Andor its flowers
(46:43) Apple’s deal for MLS streaming rights, White Lotus talk, and Lon recommendations!
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Molly rides solo today as she breaks down Amazon’s new telehealth business, Amazon Clinic. (1:40) Then, Calibrate CEO Isabelle Kenyon joins Molly for another edition of the Next Unicorns! (9:30)
(0:00) Molly tees up today's topics!
(1:40) Molly breaks down Amazon clinic
(8:15) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist
(9:30) Calibrate CEO & Founder Isabelle Kenyon joins Molly for the Next Unicorns to chat about calibrate and GLP-1s
(20:52) LinkedIn Marketing - Get a $100 LinkedIn ad credit at LinkedIn.com/nextunicorn
(22:30) Understanding how inflammation causes many chronic diseases + obesity epidemic
(35:51) MicroAcquire - Sell your business with no fees at https://try.microacquire.com/twist
(37:19) Calibrate’s enterprise business + inequality in healthcare
Check out Calibrate: https://www.joincalibrate.com
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J+M kick off the show with some banter about Russia, SBF, and the challenges of being a journalist. (1:51) Then, they discuss the scooter-sharing industry and Bird being under the eye of the SEC. (13:52) Molly and Jason discuss TechCrunch’s article titled ‘The dilemma of Chinese startups going global'. (24:45) We wrap up the show with a We Live in the Future segment featuring Simbe Robotics. (40:57)
(0:00) J+M kick off the show
(1:51) Russian missile, SBF, and the challenges of being a journalist
(12:24) Revelo - Get 20% off the first 3 months by mentioning TWIST at https://revelo.io/twist
(13:52) Scooter sharing industry + Bird in trouble for inflating revenues
(23:30) Embroker - Use code TWIST to get an extra 10% off insurance at https://Embroker.com/twist
(24:45) Molly and Jason discuss the dilemma with Chinese startups going global + Where is SBF
(39:29) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist
(40:57) We Live in the Future: Simbe Robotics
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First up, J+M break down Amazon's reported ~10K employee RIF (4:27) and try to wrap their heads around the current recession. (15:54) Then, they give an FTX update (26:25), break down the mobile gaming industry (38:12), discuss Shopify's reverse AR platform (47:43), and more!
(0:00) J+M tee up today's topics
(1:58) Weekend catch-up!
(4:27) Amazon will reportedly cut 10K corporate employees this week
(14:41) LinkedIn Jobs - Post your first job for free at https://linkedin.com/twist
(15:54) Why this recession is so unique, advice for founders
(25:16) Policygenius - Go to https://policygenius.com to get a free life insurance quote
(26:25) FTX update: SBF's confusing tweets, FTX's interesting corporate culture
(36:54) Fitbod - Get 25% off at https://fitbod.me/twist
(38:12) Current state of the mobile gaming industry
(47:43) WLITF: Shopify's reverse AR shopping tool
(55:18) SOTD: UpKeep lets users find, book, and pay for MedSpa treatments
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J+M kick off the show by discussing the ins and outs of corporate VC in this edition of VC Sunday School. (2:21) Then, Nodal Power CFO Daniel Sechrest talks with Molly about their independent power plants that convert methane from landfills into bitcoin. (26:38)
(0:00) J+M intro today's segments!
(2:21) What is Corporate VC + the motivations of CVC and founders who accept it
(10:33) Smash Digital - Visit https://SmashDigital.com/TWIST to get a free SEO video audit for your business
(11:54) The different types of CVC firms & Climate focused CVC
(25:09) Blueground - Get up to $1000 off your booking at https://promos.theblueground.com/twist
(26:38) Nodal Power CFO Daniel Sechrest joins Molly to break down how they turn landfill-based methane into bitcoin
(36:07) Odoo - Get your first app free and a $1000 credit at https://odoo.com/twist
(39:09) Daniel breaks down the history of Nodal Power + how it makes money
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J+M put a bow on an insane week by putting a bow on the FTX saga: a bankruptcy filing (2:25), the future of crypto VC (13:13), and the spiciest takes on the matter! (24:47) Then, Producer Rachel is joined by Owen Roe to break down the gaming economy on another edition of OK Boomer! (46:38)
(0:00) J+M tee up today's segments
(2:25) FTX files for bankruptcy
(11:38) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist
(13:13) Crypto red flags, crypto VC going forward, financialization
(23:28) Assure - To get 20% off your first Special Purpose Vehicle (SPV) visit https://Assure.co/twist
(24:47) Other crypto dominos to fall, spiciest takes
(38:20) Microsoft for Startups Founders Hub - Apply in 5 minutes, no funding required, sign up at http://aka.ms/thisweekinstartups
(39:50) We Live in the Future: Revamped Amazon Prime Drones!
(46:38) Owen Roe joins Producer Rachel to break down the gaming economy on another edition of OK Boomer!
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https://twitter.com/iamDCinvestor/status/1590844690089508864
https://twitter.com/gabrielhaines/status/1591090014942732289
J+M kick off the show by breaking down even MORE fallout from the FTX saga: SBF's Twitter thread (2:26), Sequoia's letter to LPs re: marking its FTX investment to $0 (12:02), and more! Then, Lon Harris joins to discuss Andor's brilliance (20:49), Disney's earnings (32:42), and Netflix considering live sports! (48:45)
(0:00) Jason tees up today's segments!
(2:26) More FTX fallout: SBF's notorious Twitter thread
(10:32) Vanta - Get $1000 off your SOC 2 at https://vanta.com/twist
(12:02) SEC and CFTC probe FTX, Sequoia's letter to LPs
(19:19) Mayfair - Get 4% APY on your idle cash automatically at https://getmayfair.com/twist
(20:49) Lon Harris joins to break down Andor's brilliance
(31:15) House of Macadamias - Get 20% off at https://houseofmacadamias.com/twist by using code TWIST20
(32:42) Disney earnings: Disney+ subscriber growth, how to integrate Disney+ to its parks and merch segments, and more
(48:45) Netflix considers live sports and recommendations from Lon!
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J+M start the show by breaking down the two biggest stories in tech: Meta's 13% RIF, impacting 11K employees (1:23) and the Binance/FTX fallout (19:21). Then, Homeward CEO Jenny Schneider joins Molly Wood for another edition of The Next Unicorns! (40:35)
(0:00) J+M tee up today's topics!
(1:23) Meta lays off 11K employees (13% of the company)
(14:20) LinkedIn Jobs - Post your first job for free at https://linkedIn.com/unicorn
(15:45) Alternative strategies for Meta
(19:21) Binance/FTX fallout
(28:14) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist
(29:40) Impact on crypto VC
(39:13) Coda - The all-in-one doc for teams, sign up for free at https://coda.io/twist
(40:35) Homeward CEO Jenny Schneider joins Molly Wood to break down why she started a company that provides healthcare services to rural areas in America
(49:15) Challenges for Homeward
(57:42) Breaking down Homeward's business model
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Vinny and Sunny join the show to cover all the angles of Sam Bankman-Fried selling FTX to Binance after a liquidity crunch! (0:54)
(0:00) Intro!
(0:54) Vinny Lingham and Sunny Madra join to break down SBF selling FTX to Binance after a liquidity crunch!
(13:36) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/TWIST
(15:04) Comparing FTX's bank run to traditional finance, understanding leverage, culture of: make money first, clean up later, Vinny's theory on Alameda's locked Solana
(23:24) Embroker - Use code TWIST to get an extra 10% off insurance at https://Embroker.com/twist
(24:35) Three areas of crypto, understanding where FTX and FTT fall in this, risks of centralized exchanges
(32:01) How this might impact broader crypto regulation, Bitcoin decoupling from the greater crypto market
(37:33) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
(38:57) Understanding what happened to Binance's FTT: Who is the bag holder? How might this unravel going forward?
(42:55) FTX fundraising breakdown: could this situation break the crypto VC model?
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Monday! First, J+M dive deep on Meta reportedly cutting "many thousands" of jobs this week (1:56), the company's best path forward (12:14), and more. Then, J+M discuss some new Airbnb features (40:52) and Peloton's former CEO coming back with a new DTC startup! (55:39)
(0:00) J+M tee up today's topics!
(1:46) Meta will reportedly continue the trend of tech layoffs, to cut "many thousands" of jobs this week
(10:34) Notion - Sign up for FREE at https://notion.com
(12:04) Breaking down Meta's path forward, Jason's newest Jay Trade, plan for Meta to juice its stock price over the next 5-10 years
(31:56) LinkedIn Marketing - Get a $100 LinkedIn ad credit at https://linkedin.com/thisweekinstartups
(33:22) More context on Meta layoffs, severance and finding jobs post layoffs, Meta's insane pace of hiring since 2019
(40:42) Airbnb CEO Brian Chesky announced new features: full pricing transparency, value prioritization, restrictions on checkout requests, and more!
(55:29) Former Peloton CEO John Foley is back with a new DTC startup
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J+M kick off the show with TWO VC Sunday School topics: understanding capital calls (2:11), and one-off SAFEs. (10:29) Then, Transaera CTO Ross Bonner joins the show to break down why he is building energy-efficient and sustainable cooling systems! (19:54)(0:00) J+M tee up today’s topics!
(2:11) VC Sunday School: Understanding capital calls
(9:04) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist
(10:29) Bonus VC Sunday School: One-off SAFEs
(18:32) Smash Digital - Visit https://SmashDigital.com/TWIST to get a free SEO video audit for your business
(19:54) Transaera CTO Ross Bonner joins Molly Wood to break down their sustainable cooling systems.
(33:21) Dell for Startups - Apply for Dell for Startups and get an additional 10% off at http://dell.com/twist
(34:34) Ross explains the role of heat pump technology at Transaera
Check out Transaera: https://www.transaera.com/
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First up J+M deep dive on Airbnb's Q3 earnings (1:27), before Producer Rachel joins for another edition of OK Boomer! (26:57)
(0:00) J+M tee up today's segments!
(1:27) Airbnb earnings: surviving the pandemic + most profitable quarter to date
(6:49) Comparing Airbnb/Uber market caps and the narrative around profitable companies
(12:36) Odoo - Get access to all of Odoo's apps, services, and maintenance for under $25 at https://odoo.com/twist
(13:38) Airbnb’s value prop + hidden fees, service industry issues
(25:42) Masterworks - Skip the waitlist to invest in fine art using at https://Masterworks.com/twist
(26:57) Producer Rachel joins J+M to tee up this week's OK Boomer segment
(30:34) Summer Rachel Wood joins Producer Rachel to discuss having a baby and raising a child as a Gen Z influencer
(41:19) Summer talks about creating content as a new mom, how she approaches posting her child, and the lack of education around pregnancy
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First, J+M discuss the recent wave of layoffs at Stripe, Opendoor, Lyft, and others. (1:54) Then, they dive deep into Robinhood's impressive Q3 (21:51), and what other companies can learn from RH's shrinking losses. Then, Producer Rachel joins to break down monetizable mood boards! (52:36)
(0:00) J+M tee up today's segments!
(1:54) Significant layoffs all over tech in the last few days: Stripe, Opendoor, Lyft, Dapper Labs, Chime, and more; Meta and Google's massive opportunity for profitability and share buybacks
(9:42) MicroAcquire - Sell your business with no fees at https://try.microacquire.com/twist
(11:11) Macro outlook, spending discipline in private and public sectors, Stripe vs Adyen
(20:40) Babbel - Save up to 55% off your language learning subscription at https://babbel.com/twist
(21:51) Robinhood Q3 earnings: diversifying revenue, subscription vs advertising
(36:14) Revelo - Get 20% off the first 3 months by mentioning TWIST at https://revelo.io/twist
(37:42) Key takeaway: Diversifying revenue at scale makes businesses anti-fragile; investing in battle-hardened CEOs
(41:58) Robinhood earnings: MAUs down significantly from peak, net loss shrinks 87% y/y
(52:36) Producer Rachel joins to discuss monetizable mood boards
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First up, Jason gives an update on his busy weekend. (2:32) Then, Molly joins to break down Uber's Q3 earnings report (8:50) and the macroeconomic picture. (14:31) Then, Brinc Drones CEO Blake Resnick joins for another edition of The Next Unicorns. (38:07)
(0:00) J+M tee up today's topics!
(2:32) Jason gives a quick work update
(8:50) Uber's Q3 earnings
(12:50) LinkedIn Marketing - Get a $100 LinkedIn ad credit at LinkedIn.com/nextunicorn
(14:31) Fed's newest 75 basis point rate hike, comparing average Uber driver earnings to teachers
(23:58) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist
(25:24) Ideas on improving public education
(31:47) Jason's warning to founders on the state of the downturn
(36:40) Kalshi - Sign up to win $100K at https://kalshi.com/efc
(38:07) Brinc Drones CEO and Founder Blake Resnick breaks down why he started a first responder safety-focused drone company
(47:12) Blake walks through a demo of Brinc's technology
(54:59) The business of running a hardware startup: sales cycles with government buyers, building prototypes, customer-focused product iteration
(1:07:24) Blake demos Brinc's newest product, the Brinc Ball
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Author, CEO of Revolution, and former AOL CEO Steve Case joins Jason to talk about his new book, "The Rise of the Rest". (0:50) They also discuss reflections on remote work (13:14), American economic resiliency (25:48), capital formation in America (36:32), and more!
(0:00) Show start
(0:50) Jason welcomes Steve Case: Author, CEO of Revolution, and former CEO of AOL to talk about his book, "The Rise of the Rest"
(11:44) Vanta - Get $1000 off your SOC 2 at https://vanta.com/twist
(13:14) Remote work reflections: can a great company be built fully remote?
(24:37) Embroker - Use code TWIST to get an extra 10% off insurance at https://Embroker.com/twist
(25:48) American economic resiliency, China's capitalist system going off the rails, not staying complacent
(34:16) LinkedIn Jobs - Post your first job for free at https://linkedin.com/twist
(35:31) Opening investor access, fixing capital formation in America
(43:16) Politics and policy involvement
Molly Wood breaks down some shakeups in the self-driving space: TuSimple fired its CEO and is being probed by the FBI and SEC (1:40), and Argo AI has shut down after raising ~$2.6B. (8:50) Then, Divvy Homes CEO Adena Hefets joins the podcast to break down the state of the housing market and share thoughts on last week's hit piece. (14:09)
(0:00) Molly tees up today's segments!
(1:40) TuSimple CEO fired, company probed by FBI, SEC
(8:50) Argo AI shuts down
(12:45) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
(14:09) Adena Hefets joins Molly Wood to discuss the Fast Company article covering her startup Divvy Homes last week
(25:17) Grammarly - Sign up for a free and get 20% Grammarly Premium at https://grammarly.com/TWIST
(26:49) Operating a business where the stakes are high (homeownership, healthcare, etc)
(31:17) Adena breaks down the state of the US housing market
(35:14) Athletic Greens - Get 1 year of Vitamin D free and 5 free travel packs with your first purchase at athleticgreens.com/twist
(36:34) State of debt markets, operating in different interest rate environments, different capital structures, taking advantage of low-interest rates
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First up, J+M cover how to approach a market that's heating up during a downturn (1:42), before covering warrants. (25:07) Then, Voyager's Nat Bullard joins to discuss his journalist to VC path and Voyager's climate focus. (32:09)
(0:00) J+M tee up today's segments!
(1:42) How to approach a market that's heating up during a downturn
(11:26) Blueground - Get up to $1000 off your booking at https://promos.theblueground.com/twist
(12:58) Strategies around patience in VC, entering markets at the wrong time
(25:07) Understanding warrants
(30:49) Paperclip - Go to getpaperclip.com/twist to get the app free for life
(32:09) Nat Bullard joins Molly and breaks down his path from journalist to climate VC
(39:15) LinkedIn Marketing - Get a $100 LinkedIn ad credit at https://linkedin.com/thisweekinstartups
(40:38) Voyager's thesis, most exciting investment opportunities in climate
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First up, Jason goes solo to break down more Meta fallout and Amazon's Q3 earnings. (1:59) Then, Lon Harris joins J+M to break down House of the Dragon's huge finale, James Gunn hired to run DC Films, and more! (21:56) Finally, Producer Rachel wraps the show with another edition of OK Boomer! (1:59)
(0:00) Jason tees up today's segments!
(1:59) Jason breaks down Meta's predicament
(11:21) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist
(12:55) What Jason would do to fix Meta's stock tumble
(16:28) $AMZN Q3 earnings breakdown
(20:32) Smash Digital - Visit https://SmashDigital.com/TWIST to get a free SEO video audit for your business
(21:56) Lon Harris joins to discuss House of the Dragon's S1 finale
(34:33) Kalshi - Sign up to win $100K at https://kalshi.com/efc
(36:01) More House of the Dragon discussion: show content, massive ratings; then they discuss Black Adam and James Gunn taking over at DC
(42:37) Bob Chapek's comments on animated content spark backlash; streaming business predictions and streaming recommendations!
(1:08:36) Molly and Producer Rachel tee up this week's OK Boomer segment!
(1:11:31) Tommy Clark joins Producer Rachel to discuss his experience with social media marketing
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Sunny and Vinny are BACK for another crypto roundtable! First up, they give instant reactions to Meta's rough Q3 earnings and Zuck's big bet (1:59), before breaking down Meta's AR/VR battle with Apple (15:14). Then, the trio does a full NFT breakdown: Reddit's NFT usage (20:19), new App Store rules (27:41), and understanding royalties! (37:52) Then, they wrap by covering SBF facing backlash and a crypto Q&A. (47:54)
(0:00) Jason tees up today's topics!
(1:59) Jason welcomes Sunny and Vinny, and the trio breakdown Meta's Q3 earnings right as they drop!
(14:12) Odoo - Get your first app free and a $1000 credit at https://odoo.com/twist
(15:14) Who will win the AR/VR wars: Meta or Apple?
(20:19) Reddit's NFT usage
(26:12) Revelo - Get 20% off the first 3 months by mentioning TWIST at https://revelo.io/twist
(27:41) Are Apple's new App Store NFT rules overreaching, or a great sign for crypto?
(36:28) Smash Digital - Visit https://SmashDigital.com/TWIST to get a free SEO video audit for your business
(37:52) Understanding NFT royalties
(47:54) SBF facing backlash after comments on regulation
(57:39) Crypto Q&A!
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First up Jason does a solo breakdown of recent earnings reports from $MSFT (1:38), $GOOG (13:59), and $SPOT. (26:46) Then, Molly is joined by Coco CEO Zach Rash for another edition of The Next Unicorns! (39:09)
(0:00) Jason tees up today's segments
(1:38) Microsoft earnings breakdown
(12:42) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist
(13:59) Google earnings breakdown
(25:20) LinkedIn Jobs - Post your first job for free at https://LinkedIn.com/unicorn
(26:46) Spotify earnings breakdown
(33:54) Why now is the best possible time to start a company
(37:58) TripActions - Go to https://tripactions.com/twist and get a $500 Amazon gift card after making your first travel booking OR paying off your first $1000 of liquid spend
(39:09) Coco CEO and Founder Zach Rash joins Molly Wood to talk about his robo-delivery startup!
(55:38) Last mile delivery market size, why Coco is focusing on remote-controlled vs autonomous, and more!
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First up, J+M discuss Shutterstock partnering with OpenAI and what this means for ownership and IP rights. (1:56) Then they break down Apple partnering with Level to sell a smart lock (29:00) and what the world would be like with a Mach 9 spaceplane. (35:03) Molly wraps the show with a solo news breakdown! (40:37)
(0:00) Molly tees up today's segments!
(1:56) J+M break down Shutterstock partnering with OpenAI and DALL-E 2 and what this means for IP and content rights
(15:30) LinkedIn Marketing - Get a $100 LinkedIn ad credit at https://linkedin.com/thisweekinstartups
(16:56) How would Jason solve the "training data" problem from both sides? Is the cat out of the bag regarding ai-generated images?
(27:50) Embroker - Use code TWIST to get an extra 10% off insurance at https://Embroker.com/twist
(29:00) Apple partners with Level to sell a smart lock
(35:03) WLITF: Venus Aerospace's Mach 9 spaceplane!
(39:08) Kalshi - Sign up for a chance to win $100K at https://kalshi.com/efc
(40:37) Molly solo segment!: US semiconductor employee shortage, India fines Google $113M, Apple's NFT update
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J+M cover Brad Gerstner's letter to Zuck and three-point plan to boost Meta's FCF 2x (7:04), an NFT project located at the Fyre Fest island (33:19), and a hit piece on Divvy Homes and its CEO, Adena Hefets. (39:38)
(0:00) J+M tee up today's topics!
(2:08) Opening banter/weekend catch-up!
(7:04) Brad Gerstner published an open letter to Meta CEO Mark Zuckerberg, outlining a plan to double FCF and boost its stock price
(12:11) Linode - Apply to Linode's Rise program for up to six figures in discounts at https://linode.com/twist
(13:41) Specific plans in Brad's letter, the "open-letter approach", Meta efficiency comparisons and advertiser treatment
(27:16) House of Macadamias - Get 20% off at https://houseofmacadamias.com/twist by using code TWIST20
(28:32) Meta's revenue/capex vs. Google
(33:19) Homeownership NFTs on the infamous Fyre Fest island!
(38:08) Vanta - Get $1000 off your SOC 2 at https://vanta.com/twist
(39:38) J+M go through a hit piece against Divvy Homes and Adena Hefets and describe what subtle tells indicate a hit piece
(1:10:40) Jay Trading update, geopolitics, and more!
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First up, J+M chop it up about venture debt on this edition of VC Sunday School. What are the dangers? And when should your startup take it on? (2:12) Then, Molly has a conversation with Mi Terro founder Robert Luo about how they are targeting the world’s microplastic problem. (19:33)
(0:00) J+M tee-up topics for Sunday
(2:12) Jason warns founders of the dangers of taking on venture debt
(9:23) Harmonic - Get $4000 off at https://harmonic.ai/twist
(10:42) Jason addresses when venture debt can and cannot work + PAG’s new venture wealth fund
(18:05) MicroAcquire - Sell your business with no fees at https://try.microacquire.com/twist
(19:33) Robert Luo joins Molly to explain how Mi Terro is solving the world’s microplastic problem
(28:50) Revelo - Get 20% off the first 3 months by mentioning TWIST at https://revelo.io/twist
(30:17) Robert talks about competition, his background as an entrepreneur and the future of Mi Terro
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First up, J+M discuss YouTube’s new @handle feature (2:10) and break down how TikTok and Facebook aren’t catching misinformation in political ads. (10:07) Then, they each do a solo segment! Jason chimes in on Open AI reportedly raising more money from Microsoft (20:53) and Molly breaks down Snap’s 30% drop and BeReal’s ~$600M valuation. (27:39) Producer Rachel ends the show with another segment of OK Boomer featuring recurring guests Jules Terpak and Danny Miranda. (38:08)
(0:00) Jason and Molly tee up today’s show!
(2:10) YouTube has a new @handle feature (and we’re @startups)
(9:05) Odoo - Get your first app free and a $1000 credit at https://odoo.com/twist
(10:07) TikTok and Facebook aren’t catching misinformation in political ads
(19:23) TripActions - Go to https://tripactions.com/twist and get a $500 Amazon gift card after making your first travel booking OR paying off your first $1000 of liquid spend
(20:53) Jason discusses Open AI reportedly raising more money from Microsoft
(27:39) Molly breaks down Snap’s ~30% drop and BeReal’s ~$600M valuation
(36:33) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist
(38:08) Producer Rachel talks to Jules Terpak and Danny Miranda about AI Podcasts
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First up, J+M break down Tesla's Q3 earnings with the help of some insightful charts (2:09), before discussing Kevin Hart's VC firm landing JP Morgan as an LP (17:08) and some ideas for Twitter verification. (27:29) Then, Lon Harris joins the show to cover Netflix's Q3 earnings, its coming ad-supported tier, and how he would revamp the DCEU! (37:19)
(0:00) J+M tee up today's segments!
(2:09) Tesla Q3 earnings breakdown
(15:37) Vanta - Get $1000 off your SOC 2 at https://vanta.com/twist
(17:08) Kevin Hart lands JP Morgan as an LP for Hartbeat Ventures, his VC firm
(26:05) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
(27:29) Twitter verification ideas
(35:52) Blueground - Get up to $1000 off your booking at https://promos.theblueground.com/twist
(37:19) Lon Harris joins the show to break down Netflix's Q3 earnings and its plans for an ad-supported tier
(1:00:05) Head of DCEU leaves, Lon gives his thoughts on how he would revamp DC to compete with the MCU
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New format! Jason evaluates some prior Next Unicorns company's performances since the CEO appeared on the podcast (2:06), and contextualizes the fundraising market throughout the past three years. Then, Jason wraps the show by answering listener questions! (48:18)
(0:00) Jason tees up today's new Next Unicorns format!
(2:06) Jason shares some thoughts on why he started The Next Unicorns series and tees up some of the most successful companies over the first three seasons
(5:32) E971: Checkr CEO Daniel Yanisse
(10:37) E987: Upgrade CEO Renaud Laplanche
(13:59) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist
(15:29) E992: former Expanse CEO Tim Junio
(23:14) LinkedIn Marketing - Get a $100 LinkedIn ad credit at LinkedIn.com/nextunicorn
(24:51) E998: Benchling CEO Saji Wickramasekara
(28:32) E1089: Insitro CEO Daphe Koller
(33:26) Kalshi - Sign up at https://kalshi.com/twist and receive $25 after trading your first 100 contracts
(34:57) E1098: Cockroach Labs CEO Spencer Kimball
(38:19) E1113: Loom CEO Joe Thomas
(43:02) E1246: Divvy Homes CEO Adena Hefets
(48:18) Ask Jason: 2023's "Why now?", Jason's favorite qualities in a founder and person, greatest acquisitions of all time
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First up, J+M cover Stability AI's new billion-dollar valuation (2:45) before Jason runs through a presentation and a manifesto. (15:33) Then, J+M break down Roblox's stock popping 20% on Monday (33:02), and another excellent WLITF segment featuring Joby Aviation! (42:57)
(0:00) J+M tee up today's news topics!
(2:45) Stable Diffusion-maker Stability AI raises at a $1B valuation!
(14:05) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/TWIST
(15:33) Jason runs through his talk: "Why you should build -- or join -- a startup" and his document on goals at LAUNCH
(24:59) Embroker - Use code TWIST to get an extra 10% off insurance at https://Embroker.com/twist
(26:10) J+M discuss the expectations at LAUNCH vs most other venture firms
(33:02) Roblox stock popped 20% on Monday after a strong metrics report
(37:32) Microsoft for Startups Founders Hub - Apply in 5 minutes, no funding required, sign up at http://aka.ms/thisweekinstartups
(39:01) Metaverse-winning pair trade, discussion on getting back to work
(42:57) Delta invests $60M into eVTOL-maker Joby Aviation and plans to eventually offer Joby trips to and from airports starting in NY and LA
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J+M break down Ye agreeing to acquire Parler and share some thoughts on the artist's current situation. (2:22) Then, they cover CCP President Xi Jinping's recent comments on the current state of China (22:39), and what the world might look like with less globalization. (28:58) They wrap with a social media Startup of the Day (52:29) and a space-themed We Live in the Future! (1:04:40)
(0:00) J+M intro today's topics!
(2:22) Ye has agreed to acquire Parler, a free speech-focused Twitter competitor
(15:35) LinkedIn Jobs - Post your first job for free at https://linkedin.com/twist
(16:49) More thoughts on Ye's current situation
(22:39) CCP President Xi Jinping's recent comments on the state of China and his goals moving forward
(27:27) Notion - Sign up for FREE at https://notion.com
(28:58) Unwinding globalization, issues with codependency
(38:31) Helpware - Go to https://helpware.com/TWIST to get $1000 off your first invoice
(39:55) Where CCP policies went wrong, what other countries can learn from them
(52:29) Startup of the Day: Gas is a new social media startup geared towards positive superlatives for high school friend groups
(1:04:40) We Live in the Future: Spinlaunch's rotating arm that launches satellites into low Eather orbit
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First up, J+M discuss The Wing shutting down, where it went wrong, and avoiding ego-based pitfalls. (1:35) Then, Alan Chang joins Molly to break down his idea behind Tesseract Energy! (22:37)
(0:00) J+M tee-up topics for Sunday
(1:35) The Wing shuts down: what went wrong
(12:44) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist
(14:18) Understanding and avoiding ego- and success-based founder pitfalls
(21:24) FanDuel Sportsbook - Sign up with promo code TWIST to place a $1000 risk-free bet at https://sportsbook.fanduel.com
(22:37) Alan Chang joins Molly and explains his idea behind Tesseract Energy, his time at Revolut, and more!
(35:20) MasterClass - Get 15% off an annual membership at https://masterclass.com/startups
(36:36) Understanding how a token plays into Tesseract's energy platform
Friday variety! First up J+M cover a wide range of topics, including VC ghostwriters (12:45), firms investing in public tech companies (22:29), and news lightning round! (34:51) Then, Producer Rachel is back with another edition of OK Boomer. (53:30)
(0:00) J+M tee up today's topics!
(2:45) J+M talk about happy hour, discuss some All-In topics, geopolitics, markets and more!
(11:42) Odoo - Get your first app free and a $1000 credit at https://odoo.com/twist
(12:45) VCs are hiring ghostwriters on Twitter!
(21:10) Assure - To get 20% off your first Special Purpose Vehicle (SPV) visit https://Assure.co/twist
(22:29) WSJ reports that VCs are investing in growth-stage public tech companies rather than late-stage private startups
(33:25) House of Macadamias - Get 20% off at https://houseofmacadamias.com/twist by using code TWIST20
(34:41) Lightning round: Decentraland's usage stats, use cases for Meta's new AR headset, Netflix announces ad-supported tier launch date and price
(50:22) Producer Rachel joins to tee up this week's OK Boomer!
(53:20) Cliff Lerner joins to discuss his new social startup Saturdays
Vinny Lingham and Sunny Madra are back for another crypto roundtable! The show starts with a discussion on Nvidia's new high-powered graphics cards (2:35) and an AI-generated podcast interview. (15:21) Then, the group breaks down the SEC investigating Yuga Labs over whether or not Bored Apes are securities! (27:07)
(0:00) J+M tee up today's crypto roundtable!
(2:35) J+M welcome Sunny Madra and Vinny Lingham; Vinny breaks down his new Nvidia purchase and how graphics cards will power the next wave of AI
(14:03) Dell for Startups - Apply for Dell for Startups and get an additional 10% off at http://dell.com/twist
(15:21) Podcast.ai's AI-generated Steve Jobs/Joe Rogan interview
(25:50) Vanta - Get $1000 off your SOC 2 at https://vanta.com/twist
(27:07) The SEC is investigating Yuga Labs over its Bored Apes NFT collection, regarding whether or not the NFTs are securities
(36:24) Microsoft for Startups Founders Hub - Apply in 5 minutes, no funding required, sign up at http://aka.ms/thisweekinstartups
(37:26) What is this SEC investigation actually about? Why or why not are they securities? What are other similar examples?
(50:55) More interesting developments in the NFT space, Google announces it will use Coinbase to accept crypto payments
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First up J+M discuss TikTok's apparent plan to build an e-commerce business via US fulfillment centers! (8:57) Then, Molly is joined by Liquid Death CEO Mike Cessario to discuss the genesis of a great brand and more. (17:26)
(0:00) J+M tee up today's segments!
(2:13) Starlink, 5G, and the rapid advancement of internet connectivity
(8:57) TikTok appears to be hiring for product fulfillment centers in the US
(16:11) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist
(17:26) Molly welcomes Liquid Death Co-Founder and CEO Mike Cessario; they discuss Mike's background pre-Liquid Death and his advice for brand building
(28:27) LinkedIn Jobs - Post your first job for free at https://LinkedIn.com/unicorn
(29:53) Irreverent marketing approaches pre-Liquid Death, building the Liquid Death brand before launching the product
(38:00) Paperclip - Go to getpaperclip.com/twist to get the app free for life
(39:06) Describing the genesis of the Liquid Death brand, what CPGs have historically gotten wrong, building a brand based on comedy; understanding flavor demand
Check out Liquid Death: https://www.liquiddeath.com
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J+M kick off the show by catching up after Molly's speaking gig yesterday (2:31), before breaking down the US Labor Dept proposing new rules for worker classification (16:23). Then, they discuss self-driving food-running robots (49:11) before discussing potential consolidation in the instant-delivery space! (58:39)
(0:00) J+M tee up today's topics!
(2:31) Molly's keynote, Jason teaching the next Founder University, data defaults, and liability
(14:57) LinkedIn Marketing - Get a $100 LinkedIn ad credit at https://linkedin.com/thisweekinstartups
(16:23) US Labor Dept proposes new test for employee vs. independent contractor classification, understanding the history of worker classification
(26:17) Policygenius - Go to https://policygenius.com to get a free life insurance quote
(27:39) Creating better benchmarks for employees
(35:35) Revelo - Get 20% off the first 3 months by mentioning TWIST at https://revelo.io/twist
(37:02) Uber's proactive attempt at a "third way" solution between independent contractors and employees
(49:11) Startup of the Day: Bear Robotics is creating self-driving food-running robots for restaurants
(58:39) Potential consolidation in the instant-delivery market: Getir is in advanced talks to acquire Gorillas
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Acquired's Ben Gilbert fills in for Molly Wood and joins Jason to discuss Amazon's transformation (3:57), AI edge cases (22:02), Peloton's mistakes (32:05), used car prices (59:59), and the current VC market downturn. (1:09:18)
(0:00) Jason tees up today's topics!
(3:57) Acquired's Ben Gilbert joins Jason to break down the news! First up: Amazon sunsets its "Scout" project, and its transformation from a Day 1 to a Day 2 company
(10:45) Embroker - Use code TWIST to get an extra 10% off insurance at https://Embroker.com/twist
(11:53) Coco's delivery robots, history of the delivery robot space, where Coco robots can work, the maturation of smartphone components
(22:02) AI edge cases: capturing the likeness of a celebrity/notable person
(27:33) Microsoft for Startups Founders Hub - Apply in 5 minutes, no funding required, sign up at http://aka.ms/thisweekinstartups
(29:03) Escaping the Uncanny Valley
(32:05) Peloton cuts 500 more jobs; CEO's comments make employees panic
(37:28) Zapier - Try for free today at https://zapier.com/TWIST
(38:59) Peloton's two major corporate strategy mistakes, Apple's mass market luxury innovation
(59:59) Used car prices are down significantly
(1:09:18) VC market downturn coming off a record 2021; was 2021 an aberration?
Check out Acquired: https://www.acquired.fm
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First, Jason explains why many VCs focus on ownership percentage and maintaining ownership throughout an investment life cycle. (1:40) Then, Molly welcomes Flowcarbon CEO Dana Gibber to break down her blockchain-based carbon credits solution! (23:04)
(0:00) J+M tee up today's segments!
(1:40) VC Sunday School: Why many VCs obsess over ownership percentage
(9:19) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist
(10:53) Jason uses a table to explain dilution over an investments life cycle and why ownership percentage matters
(21:43) SnackMagic - Get 10% cashback up to $1000 until October 15th with code HOLIDAY, and see more at snackmagic.com/twist
(23:04) Molly welcomes Flowcarbon CEO and Co-Founder Dana Gibber; Dana explains how she got involved with Adam and Rebekah Neumann and Flowcarbon's core offering
(36:58) MicroAcquire - Sell your business with no fees at https://try.microacquire.com/twist
(38:29) Dana breaks down carbon offsets
(51:14) Dana explains the blockchain verification aspect of Flowcarbon
(58:38) How Flowcarbon plans to make money, why doing this on the blockchain is the best solution
Check out Flowcarbon: https://www.flowcarbon.com
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First up, J+M discuss new developments in the US chip industry, including tighter restrictions on exports and a massive new investment in an upstate NY factory! (4:57) They also cover fixing US education (12:37) and a shocking lawsuit against Amazon. (27:58) Then, Producer Rachel is joined by Verci Co-Founders Ami and An on OK Boomer! (40:03)
(0:00) J+M tee up today's segments!
(1:57) Molly and Jason catch up on Friday!
(4:57) US clamps down on chip exports to China, Micron brings chip plant to Upstate NY
(11:22) LinkedIn Jobs - Post your first job for free at https://linkedin.com/twist
(12:37) Fixing US education
(24:26) Masterworks - Skip the waitlist to invest in fine art using at https://Masterworks.com/twist
(25:48) CHIPS positivity
(27:58) Amazon lawsuit with shocking allegations
(38:51) Odoo - Get your first app free and a $1000 credit at https://odoo.com/twist
(40:03) Producer Rachel is joined by Verci Co-Founders Ami and An to talk about their community group
Jason opens the show by answering listener questions for 20+ minutes! (1:19) Then, Lon Harris joins to break down Netflix's new mega-hit, the death of network TV, and more! (30:22)
(0:00) Jason tees up today's topics!
(1:19) How founders building hardware and deep tech products can more efficiently raise capital
(3:58) Settling Co-Founder disputes
(8:28) Jason's thoughts on Seattle as a place to live and as a startup hub
(9:58) Is now the right time to jump to FAANG with a high-paying role?
(13:06) Athletic Greens - Get 1 year of Vitamin D free and 5 free travel packs with your first purchase at athleticgreens.com/twist
(14:20) Benefits of taking VC for a founder that's already successfully bootstrapping
(19:40) How There Will Be Blood relates to entrepreneurship
(23:35) Is there an age cutoff for investing in founders?
(28:56) Revelo - Get 20% off the first 3 months by mentioning TWIST at https://revelo.io/twist
(30:22) Lon Harris joins the show to discuss the biggest stories in streaming
(34:17) Netflix has a new hit show about Jeffrey Dahmer
(38:48) Babbel - Save up to 55% off your language learning subscription at https://babbel.com/twist
(39:59) Understanding Netflix's numbers with the Dahmer show, and the financials around the show's creator Ryan Murphy
(47:30) Network TV is dying, Comedy Central's big mistake, and more general streaming talk
FOLLOW Lon: https://twitter.com/lons
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J+M start the show by suggesting some Twitter product ideas (1:59), before ripping through a lightning round of news. (16:26) Then, Molly welcomes Ellevest CEO and Co-Founder Sallie Krawcheck to kick off another season of The Next Unicorns! (31:09)
(0:00) J+M tee up today's topics!
(1:59) Jason suggests some Twitter product ideas
(14:48) LinkedIn Marketing - Get a $100 LinkedIn ad credit at LinkedIn.com/nextunicorn
(16:26) News lightning round: Elizabeth Holmes has sentencing postponed due to incident with a key witness, Europe votes in favor of universal USB-C charging
(28:55) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist
(31:09) Ellevest CEO Sallie Krawcheck joins Molly to discuss her women-focused investing platform
(39:06) Helpware - Go to https://helpware.com/TWIST to get $1000 off your first invoice
(40:31) Ellevest total assets, launch story, COVID's harsher impact on women
(51:39) Sallie's background on Wall Street, turning haters into customers
(1:00:13) Sallie shares thoughts on the current macro environment
Check out Ellevest: https://www.ellevest.com
FOLLOW Sallie: https://twitter.com/salliekrawcheck
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Ellevest State of Women’s Financial Wellness in 2022: https://s3.amazonaws.com/production.assets.ellevest.com/documents/Ellevest-The-State-of-Womens-Financial-Wellness-in-2022.pdf
First J+M say as much as they can about the Twitter news (2:03), before breaking down Poshmark being acquired by Naver (6:38). Then, they break down Liquid Death's $700M valuation (34:05) and Selena Gomez raising at a $100M valuation for her pre-revenue mental health startup. (46:05)
(0:00) J+M tee up today's topics!
(2:03) Elon Musk proposes closing the Twitter deal at the agreed-upon price of $54.20/share
(6:38) Poshmark acquired by Naver
(15:50) Vanta - Get $1000 off your SOC 2 at https://vanta.com/twist
(17:06) The booming "circular economy" space, Naver's acquisition thesis, "Goodwill Finds", Google's circular economy program
(26:54) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/TWIST
(28:17) Jason's ideas for a circular economy startup
(34:05) Liquid Death raises $70M at a $700M valuation, on pace for ~$130M revenue in 2022
(38:43) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
(40:06) Importance of branding and packaging in CPG
(46:05) Selena Gomez raises $5M at a $100M valuation from Serena Williams VC firm for her startup Wondermind, mental health startup space
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Monday! First up, J+M go down the rabbit hole on Tesla AI Day, what impact some form of general AI might have on the world, and more! (2:09) Then, the duo covers the SEC charging Kim Kardashian for unlawfully promoting a token (35:29), before wrapping with the SCOTUS announcing they will hear two cases regarding Section 230. (59:05)
(0:00) J+M tee up Monday's topics!
(2:09) J+M open with some thoughts on Tesla's AI Day
(11:48) Notion - Sign up for FREE at https://notion.com/twist
(13:21) What could the advancement of AI do for creating businesses and humanity as a whole?
(24:24) SnackMagic - Get 10% cashback up to $1000 until October 15th with code HOLIDAY, and see more at snackmagic.com/twist
(25:50) Examples of what impact general AI might have on the future, Tesla's AI advantage
(34:15) Odoo - Get your first app free and a $1000 credit at https://odoo.com/twist
(35:29) SEC charges Kim Kardashian with unlawfully promoting crypto token
(59:05) SCOTUS will hear two cases regarding Section 230, how algorithms play into the publisher vs. platform debate
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On VC Sunday School, J+M discuss how and when VCs decide to sell a position. (2:01) Then, Molly is joined by Future's Jean-Louis Warnholz to discuss his startup, Future, which offers a climate-friendly debit card! (21:28)
(0:00) J+M tee up topics for Sunday!
(2:01) On VC Sunday School, J+M discuss how and when VCs decide to sell a position
(9:07) Embroker - Use code TWIST to get an extra 10% off insurance at https://Embroker.com/twist
(10:14) Jason talks about his fund management strategy
(18:13) Molly tees up today's TWiCS guest!
(19:54) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist
(21:28) Jean-Louis Warnholz joins to discuss his climate-focused debit card
(31:10) Harmonic - Get $4000 off at https://harmonic.ai/twist
(32:28) Jean-Louis Warnholz breaks down Future's business model
Check out Future: https://www.future.green
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First up, J+M discuss the virtuous cycle of tech startups (2:15) before breaking down Mr. Beast turning down a $1B acquisition offer for his media business (24:58). Then, Producer Rachel is joined by content creator Taylor Bell to discuss her lessons from growing a brand to 180K+ subscribers while having a full-time job. (39:02)
(0:00) J+M tee up today's segments!
(2:15) Demystifying "Friends and Family" rounds, history of angel investing
(10:32) Athletic Greens - Get 1 year free of Vitamin D and 5 free travel packs with first purchase at athleticgreens.com/twist
(11:57) The virtuous cycle of tech startups, angel investing
(23:53) Paperclip - Go to getpaperclip.com/twist to get the app free for life
(24:58) Mr. Beast turned down a $1B acquisition offer for his media company
(33:24) Producer Rachel joins to tee up today's OK Boomer guest!
(37:45) MasterClass - Get 15% off an annual membership at https://masterclass.com/startups
(39:02) Taylor Bell joins Producer Rachel to discuss starting and growing a YouTube channel to 180K+ subscribers while having a full-time job
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J+M discuss Meta's new text-to-video tool and what the future of creativity might look like (2:59), then they break down Zuck's grand plan (14:49) before discussing what a recession might mean for startups (27:18) and SoftBank reportedly cutting 30% of its Vision Fund staff. (36:41)
(0:00) J+M intro today's segments!
(2:59) Meta announces text-to-video tool
(13:33) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist
(14:49) Breaking down Zuckerberg's grand plan
(21:58) Meta freezes hiring, signals that we've entered a recession
(25:52) LinkedIn Marketing - Get a $100 LinkedIn ad credit at https://linkedin.com/thisweekinstartups
(27:18) How a recession and big tech layoffs will impact startups
(35:28) Odoo - Get your first app free and a $1000 credit at https://odoo.com/twist
(36:41) SoftBank is reportedly planning to cut at least 30% of Vision Fund staff
(41:29) Jason welcomes Lon Harris and the pair discuss HBO's House of the Dragon and its 10-year time jump
(51:37) Warner Bros Discovery sued for allegedly misrepresenting HBO Max subscribers by 10M during the Discover / WarnerMedia merger
(57:48) Favorite actors to watch doing anything, rockstars in today's world
(1:03:03) CCP censors a popular film for its realistic depiction of rural life in China
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Sunny Madra and Vinny Lingham are BACK for another crypto roundtable! First up, a full breakdown of the current NFT space: Apple allowing in-app NFT purchases (1:35), best uses cases & platforms for distribution (15:07). Then, they discuss Bitcoin's role during global macroeconomic headwinds. (37:46)
(0:00) J+M tee up today's crypto roundtable!
(1:35) Apple allows in-app purchases of NFTs
(13:33) TripActions - Go to https://tripactions.com/twist and get a $500 Amazon gift card after making your first travel booking OR paying off your first $1000 of liquid spend
(15:07) NFT use cases, best platforms for minting and distributing NFTs seamlessly
(26:19) WorkOS - Go to https://workos.com to learn how to make your app enterprise-ready.
(27:49) NFT platforms adopting open standards to reach critical mass
(31:38) Celsius reportedly plans to issue "IOU" tokens representing its debt
(36:28) Spokn - Get 3 months free at https://getspokn.com/twist
(37:46) Global macro headwinds, Bitcoin's role in the monetary system going forward
(53:18) Will we ever find out who Satoshi is?
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J+M break down Cathie Wood's new VC fund (1:53), Bill Gurley's best insights from his interview with McKinsey (26:13), and Girls Who Code making a banned books list in a Pennsylvania county
(0:00) J+M tee up today's venture-heavy topics!
(1:53) Cathie Wood's new VC fund: Ark Venture Fund
(12:34) Embroker - Use code TWIST to get an extra 10% off insurance at https://Embroker.com/twist
(13:42) Opening up VC funds and early-stage investing for retail investors, signs of the start of a recession
(24:46) Revelo - Get 20% off the first 3 months by mentioning TWIST at https://revelo.io/twist
(26:13) Reacting to Bill Gurley's interview with McKinsey
(33:51) FanDuel Sportsbook - Sign up with promo code TWIST to place a $1000 risk-free bet at https://sportsbook.fanduel.com
(34:54) More on Gurley's insights: short memories in VC, accepting reality, startups raising too much money, layoffs
(47:32) Girls Who Code made a banned books list in a Pennsylvania county
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J+M break down the British pound dropping below $1.04 (5:15), Interpol issuing a red notice for Do Kwon (27:07), NASA's DART mission (53:52), and TikTok discussing an agreement with the Biden administration! (59:44)
(0:00) J+M tee up today's topics!
(2:48) Importance of focus, avoiding the news cycle in the grand scheme of things
(5:15) British pound crashes to lowest level ever against the USD
(13:15) Indochino - Get $50 off any purchase of $399 or more by using code TWIST at checkout https://www.indochino.com
(14:38) Breaking housing and energy in the economy, income inequality's impact globally
(25:34) Grammarly - Sign up for a free and get 20% Grammarly Premium at https://grammarly.com/TWIST
(27:07) Interpol issues red notice for Do Kwon on behalf of South Korea
(35:39) LinkedIn Jobs - Post your first job for free at https://linkedin.com/twist
(36:54) Do Kwon tweeting on the lamb, more theories around where he might head to
(47:15) New decentralized crypto derivatives platform Nibiru raises a $7.5M seed at a $100M valuation
(53:52) WLITF: NASA's DART mission and planetary defense
(59:44) The Biden administration drafted a preliminary agreement with TikTok to try and resolve national security concerns
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First up, J+M discuss founder ambition and tools vs. platforms on VC Sunday School. (3:06) Then, USV's Albert Wenger joins to break down his firm's $162M climate fund, his book "The World After Capital", and more! (24:16)
(0:00) J+M intro today's topics!
(3:06) Evaluating founder ambition, tools vs. platforms
(11:14) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist
(12:48) How investors evaluate tools vs. platforms, and when/if something is "too hard"
(19:50) J+M tee up today's TWiCS guest
(22:50) SnackMagic - Get 10% cashback up to $1000 until October 15th with code HOLIDAY, and see more at snackmagic.com/twist
(24:16) Molly welcomes USV Managing Partner Albert Wenger to discuss USV's $162M climate fund and the climate crisis investment opportunity
(33:26) Coda - The All-in-one doc for teams, get a $1,000 credit at https://coda.io/twist
(34:57) Albert discusses his book "The World After Capital", and the human attention problem
FOLLOW Albert: https://twitter.com/albertwenger
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Shopify CEO Tobi Lütke joins Jason for the third time to break down Shopify's wild ride over the past 2+ years (1:40), $SHOP's new compensation system (14:19), competing with Amazon (45:38), Shop Pay (56:25), and more! Then, Producer Rachel welcomes Jules Terpak back for another segment of OK Boomer! (1:15:58)
(0:00) Jason intros today's segments!
(1:40) Shopify CEO Tobi Lütke joins to break down Shopify's wild ride over the past 2+ years and the state of the e-commerce market post-COVID peaks
(13:00) Spokn - Get 3 months free at https://getspokn.com/twist
(14:19) Dealing with stock price distractions during periods of volatility, innovating Shopify's compensation system
(27:56) Masterworks - Skip the waitlist to invest in fine art using at https://Masterworks.io/twist
(29:23) Tobi breaks down the ideation of Shopify's new "Flex Comp" system
(38:53) Helpware - Go to https://helpware.com/TWIST to get $1000 off your first invoice
(40:09) Laying off 10% of staff over the summer
(45:38) Competing with Amazon, innovating in fulfillment
(56:25) Shop Pay, BNPL, and remote work quirks
(1:15:58) Producer Rachel welcomes Jules Terpak back for another OK Boomer segment covering Gen Z online life, the entertainment economy, social media backlash, "Sharenting" and more
FOLLOW Tobi: https://twitter.com/tobi
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(0:00) J+M tee up today's segments!
(2:57) J+M intro Ben Huh and discuss his background and why he helped start Orange DAO
(15:21) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist
(16:51) Understanding how DAOs handle distributions, more DAO mechanics
(26:06) Odoo - Get your first app free and a $1000 credit at https://odoo.com/twist
(27:20) People taking advantage of business processes left up to interpretation, how blockchain helps solve this, standardizing DAOs
(36:58) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
(38:22) Understanding trustworthiness, downside protections, will the US fall behind in crypto?
(48:32) J+M welcome Lon Harris!
(56:13) Amazon's $11B TNF deal
(1:06:20) House of the Dragon doing huge numbers for HBO, Rings of Power
(1:17:06) Andor, Disney+'s new Star Wars show
(1:24:02) Disney losing goodwill with superfans, where to put the next Disney park
Check out Orange DAO: https://www.orangedao.xyz
Check out Origami: https://joinorigami.com
FOLLOW Ben: https://twitter.com/benhuh
FOLLOW Lon: https://twitter.com/lons
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On today's show, Mojo CEO and Co-Founder Vinit Bharara joins Jason to talk about his new stock market to bet on athletes, Mojo, which just launched in New Jersey. (1:39) Vinit breaks down the thesis (17:07), does a product demo (40:27), and explains how they raised $100M to build a stock market from scratch and provide instant liquidity!
(0:00) Jason tees up today's interview!
(1:39) Jason intros Vinit Bharara, who breaks down his past business ventures including Cafe.com, Diapers.com, working with his brother Preet!
(13:05) Brave - Download today at https://brave.com/twist to browse faster, search privately and so much more
(14:28) Managing Preet at Cafe.com
(17:07) Vinit explains the thesis behind Mojo
(24:40) Neo.Tax - Get $500 off R&D tax credit fees at https://neo.tax/twist
(26:02) Raising $100M from Thrive Capital, Tiger, and more
(39:09) Spokn - Get 3 months free at https://getspokn.com/twist
(40:27) Vinit runs through a Mojo product demo
(53:58) Building a team of handicappers and quants
(1:00:56) Vinit and Jason share 9/11 stories
Tuesday SPAC-tacular! J+M cover the biggest on-goings in the world of SPACs, including: the latest in the trial of former Nikola CEO Trevor Milton (1:55), Chamath winding down $IPOD and $IPOF and returning money to investors (30:53), and a breakdown of Rumble's business after completing its SPAC! (42:55)
(0:00) J+M tee up today's SPAC-tacular episode!
(1:55) More chaos at Nikola, Jason reacts to TWiST interview reportedly being used in court
(10:48) Vanta - Get $1000 off your SOC 2 at https://vanta.com/twist
(12:04) State of charges against former Nikola CEO Trevor Milton, lessons for founders to take away from this saga
(23:18) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/TWIST
(24:37) How Jason avoids founders pitching ahead of their skis
(30:53) Chamath to wind down $IPOD and $IPOF
(35:06) Revelo - Get 20% off the first 3 months by mentioning TWIST at https://revelo.io/twist
(36:33) Jason's thoughts on the market and the state of SPACs, plus a JAY TRADE!
(42:55) Rumble completes SPAC merger, J+M break down the business
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Jason and Molly kick the week off by breaking down the team's favorite new social media app, BeReal, and its plans to add paid features (15:16). Then, they cover how platforms found fake accounts suspected of being run by the US military (31:12). After, they continue with more tech news, including Apple's iPhone 14 Pro bug (42:25) and Twilio's plans to make "anti-racist" layoffs (49:29). They end the show with a We Live in the Future segment, highlighting the startup TransPod (1:03:06).
0:00) J+M tee up today's segments!
(2:45) The hosts recap the weekend
(14:01) LinkedIn Jobs - Post your first job for free at https://linkedin.com/twist
(15:16) BeReal's plans to add paid features
(29:46) Notion - Sign up for free at https://notion.com/twist
(31:12) Platforms found fake accounts suspected of being run by the US military
(40:59) Odoo - Get your first app free and a $1000 credit at https://odoo.com/twist
(42:25) The iPhone 14 Pro camera has a camera bug
(49:29) Twilio's plans to make "anti-racist" layoffs
(1:03:06) WLITF: TransPod's affordable ultra-high-speed transportation
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
Welcome to Sunday! First up, J+M cover different methods and classifications for dealing with failing startups. (2:01) Then, Molly interviews Team Wildfire CEO Steve Wolf about his "Hurricane-as-a-Service" business! (31:56)
(0:00) J+M tee up today's segments!
(2:01) VC Sunday School: J+M discuss hospice care for startups
(10:50) Embroker - Use code TWIST to get an extra 10% off insurance at https://Embroker.com/twist
(11:58) VC fund dynamics with Zombie startups, Jason explains "pay to play"
(25:32) Spokn - Get 3 months free at https://getspokn.com/twist
(27:03) J+M tee up this week's climate interview!
(31:56) Steve Wolf explains his jet engine powered fire-fighting device
(37:21) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist
(38:55) Steve breaks down the business side of Team Wildfire, "Hurricanes-as-a-Service", and more!
(55:32) Molly gets a virtual tour of the "Hurricane on wheels"
Check out Team Wildfire: https://www.teamwildfire.com
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
Friday variety is back! First up, J+M do a Startup Breakdown and cover newsletter platform beehiiv and how it could disrupt Substack's pricing model (2:27). Then, they cover leaked documents from Meta that show Reels is underperforming (12:52) before Producer Rachel wraps the show with another edition of OK Boomer! (26:18)
(0:00) J+M tee up today's segments!
(2:27) Startup of the Day Breakdown! beehiiv charges a flat subscription rate for newsletter subscriptions, price comps with Substack
(11:28) Indochino - Get $50 off any purchase of $399 or more by using code TWIST at checkout https://www.indochino.com
(12:52) Leaked Meta documents show Instagram's "Reels" product is underperforming
(22:51) Producer Rachel joins to tee up today's OK Boomer guest!
(24:48) Zapier - Try for free today at https://zapier.com/TWIST
(26:18) OK Boomer: Josh Kaplan joins to break down his background and starting Smooth Media
(35:14) WorkOS - Go to https://workos.com to learn how to make your app enterprise-ready.
(36:43) Why newsletters are an efficient way for influencers to monetize
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
FOLLOW Rachel: https://twitter.com/_rachelbraun
FOLLOW Josh: https://twitter.com/JKaplan1
J+M kickoff the show by discussing Adobe acquiring Figma for $20B! (2:30) Then, they cover Patagonia's founder donates nearly all profits to solve climate change. (21:53) Finally, Lon Harris joins to discuss streaming consolidation, consumer burnout, and some interesting new projects! (46:36)
(0:00) J+M tee up today's topics!
(2:30) Adobe acquires Figma for $20B in a cash and stock deal!
(14:42) LinkedIn Marketing - Get a $100 LinkedIn ad credit at https://linkedin.com/thisweekinstartups
(16:12) Post-merger thesis, large deal user diligence
(21:53) Patagonia founder donates his profits to solving climate change
(29:46) SnackMagic - Get 10% cashback up to $1000 until October 15th with code HOLIDAY, and see more at snackmagic.com/twist
(31:08) Lon Harris joins to break down the state of streaming: consolidation is coming
(37:26) Microsoft for Startups Founders Hub - Apply in 5 minutes, no funding required, sign up at http://aka.ms/thisweekinstartups
(38:49) More cuts coming to $WBD, price increases coming to Disney+ and other services, streaming fatigue
(46:36) New content to keep an eye on!: new Blade Runner series green lit at Amazon, Spotify series coming to Netflix, and more
FOLLOW Lon: https://twitter.com/lons
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FOLLOW Molly: https://twitter.com/mollywood
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First up, Jason is back with the tenth and FINAL edition of The Blueprint, where he explains the seven ways to create wealth (2:12). Then, Vinny and Sunny join J+M for a crypto roundtable, covering: Do Kwon's arrest warrant (24:04), the ETH merge (49:54), an Orange DAO breakdown (1:14:24), and more!
(0:00) J+M tee up today's topics!
(2:12) The Blueprint Part 10: The seven ways to create wealth
(13:01) Visa - Learn more about Visa’s online Small Business Hub at Visa.com/smallbusinesshub
(13:57) The Blueprint Part 10 continued: The seven ways to create wealth
(19:20) J+M catch up on the current state of early-stage dealmaking
(22:39) Brave - Download today at https://brave.com/twist to browse faster, search privately and so much more
(24:04) Vinny and Sunny join! First topic: a South Korean court issued an arrest warrant for Do Kwon
(36:51) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist
(38:07) How to make crypto safer for retail investors
(49:54) ETH merge, insane stats on crypto power usage
(1:14:24) Orange DAO breakdown
(1:33:23) Vinny challenges Jason's Disney Jay Trade
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First up, J+M discuss Bob Iger joining Thrive Capital as a venture partner (2:09), then they break down the most interesting moments from the Twitter whistleblower hearings (24:48). After that, they discuss KKR tokenizing part of its new healthcare fund (57:43), before wrapping on the Launch House allegations. (1:06:22)
(0:00) J+M tee up today's topics!
(2:09) Legendary former Disney CEO Bob Iger joins Thrive Capital as venture partner
(12:23) Revelo - Get 20% off the first 3 months by mentioning TWIST at https://revelo.io/twist
(13:45) How Iger linked up with Josh Kushner, false perceptions of VCs
(23:32) Dell For Startups - Apply for Dell for Startups and get an additional 10% off at http://dell.com/twist
(24:48) J+M react to clips from Twitter whistleblower Peiter "Mudge" Zatko's congressional hearing today
(33:13) Assure - To get 20% off your first Special Purpose Vehicle (SPV) visit https://Assure.co/twist
(34:33) More clips from the hearing and reflections on Twitter's security issues
(57:43) KKR tokenizes part of its new healthcare fund to allow QPs to invest more easily
(1:06:22) Launch House allegations
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J+M are back recapping this week's episode of All-In and how to stop brigading on Twitter (1:42). They also cover Bolt cancelling its $1.5B acquisition of crypto payments startup Wyre (19:46), Roku adding a TikTok-style feature (30:31), and two We Live in the Future stories! (39:48)
(0:00) J+M tee up today's topics!
(1:42) All-In recap, how Twitter can reduce brigading, and more
(18:26) This podcast is sponsored by BetterHelp - Get 10% off your first month at https://betterhelp.com/twist
(19:49) Bolt cancels $1.5B Wyre acquisition
(29:05) Liquid IV - Get 15% off at https://liquidiv.com using promo code TWIST
(30:34) Roku adds TikTok-style feature to its streaming software
(38:17) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist
(39:51) We Live in the Future: John Deere's self-driving tractors
(49:48) We Live in the Future: $5B Moon-themed hotel might be coming to Dubai
(56:22) China is ramping up its moon operations due to discovering a new mineral
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Sunday special! First up, J+M break down how VCs view founders with a side hustle (1:44), and how founders can actually make their side hustles accretive to their startup. (12:45) Then, Molly interviews Bay Bridge Ventures Co-Founder & GP Joe Blair on his ESG-focused VC firm. (28:00)
(0:00 Molly tees up today's segments!
(1:44 How VCs view founders with multiple roles
(11:24) LinkedIn Jobs - Post your first job for free at https://linkedin.com/twist
(12:45) How to create side hustles that are accretive to your startup
(20:52) J+M tee up today's climate interview
(26:56) Vanta - Get $1000 off your SOC 2 at https://vanta.com/twist
(28:00) Joe Blair, Co-Founder & GP at Bay Bridge Ventures, joins Molly to break down his institutional ESG and sustainability-focused firm
(36:09) Spokn - Get 3 months free at https://getspokn.com/twist
(37:37) Bay Bridge's thesis, evaluating what qualifies as an ESG investment, diligence on hard tech, and more
Friday Variety is back! First up, J+M break down Muck Rack's $180M Series A (10:43). Then, Elly Health Co-Founder Cecilia Anderson joins Molly to discuss her startup (21:16). Finally, Producer Rachel interviews Contra Founder Ben Huffman for another edition of OK Boomer. (32:38)
(0:00) Jason tees up today's segments!
(1:19) Jason recaps his crazy evening at the Lady Gaga concert
(9:53) Embroker - Use code TWIST to get an extra 10% off insurance at https://Embroker.com/twist
(10:43) Muckrack (a database for journalists) raised a $180M Series A(ish)
(19:18) WorkOS - Go to https://workos.com to learn how to make your app enterprise-ready.
(20:48) Elly Health Co-Founder Cecilia Anderson joins the show to break down her startup
(30:52) Neo.Tax - Get $500 off R&D tax credit fees at https://neo.tax/twist
(32:10) Producer Rachel interviews Contra founder Ben Huffman on another edition of OK Boomer!
Check out Elly Health: https://www.ellyhealth.com
FOLLOW Ben: https://twitter.com/_BenHQ
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FOLLOW Molly: https://twitter.com/mollywood
First up, J+M discuss Kim Kardashian's new PE firm and break down what this means for the broader private investing industry (2:29). Then, Lon Harris joins the show to break down the controversy, history, and math around Amazon's Rings of Power series (25:58).
(0:00) Today's segments!
(2:29) J+M break down SKKY Partners, Kim Kardashian's new PE firm!
(12:04) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist
(13:34) Has VC entered the public consciousness? Will VC see more high profile celebrities crossing over and starting funds? Is this the future of VC?
(24:54) Helpware - Go to https://helpware.com/TWIST to get $1000 off your first invoice
(25:58) Lon joins to break down Amazon's Rings of Power taking over online discourse, but first they talk about Twitter being a net negative for society
(36:00) Policygenius - Go to https://policygenius.com to get a free life insurance quote
(37:26) Lon explains controversy in Tolkien fandom, the trio gives quick reviews for Rings of Power and House of the Dragon
(54:50) Bezos's vanity play, how Amazon can turn a profit on Rings of Power
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J+M have big hotel energy today as the duo lets it fly on a bunch of topics including: Trump's documents (2:21), Code Conference poker stories (18:40), Instagram shutting down "Shopping" + Zuck's new look (33:36), Starlink (1:04:37), and more! Then, Molly joins Jason for part 9 of The Blueprint! (1:13:00)
0:00 J+M intro today's segments
2:21 Theories on Trump's classified documents
17:18 SnackMagic - Get 10% cashback up to $1000 until October 15th with code HOLIDAY, and see more at snackmagic.com/twist
18:40 Molly's big interview + Jason's tells poker stories from the Code Conference
29:06 Visa - Learn more about Visa’s online Small Business Hub at Visa.com/smallbusinesshub
30:02 Jason brainstorms a publicity stunt
33:36 Instagram looks to sunset "Shopping" feature, Zuck changes his public persona
40:02 Brave - Download today at https://brave.com/twist to browse faster, search privately and so much more
41:28 Jason confronts his Zuck-induced insecurity
48:11 Why Instagram is shutting down its "Shopping" tab
49:16 Reacting to Apple's event, new watch, AirPods, and iPhone 14
1:04:37 Starlink helping bring broadband to rural areas via school COVID subsidies
1:13:00 The Blueprint Part 9: Molly Wood on manifesting your future!
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First up, Jason explains his DTC investment thesis (3:00), before he and Molly give some insight into the Bay Area heat wave (13:41). Then, Jason and Molly dive deep on reporting that instant delivery startup Jokr might be raising a new round with unusual liquidation preferences (25:50), then Jason breaks down what liquidation preferences are with some spreadsheets. To wrap, J+M cover a witness in the Elizabeth Holmes trial going rogue! (53:27)
(0:00) J+M tee up today's topics
(3:00) Holiday weekend catch up + Jason explains his DTC investment thesis
(12:15) Notion - Sign up for FREE at https://notion.com/twist
(13:41) Bay Area heat wave, Burning Man recap
(24:31) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/TWIST
(25:50) Jokr look to raise between $35M-$50M from existing investors, why they have closed operations in the US, how immigration and labor plays into Jokr's decision
(33:43) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
(35:01) Breaking down liquidation preferences and why Jokr investors are looking for an unusually large liq pref in its upcoming round
(53:27) A witness in the Elizabeth Holmes case has gone rogue!
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On VC Sunday School, J+M discuss why Jason is planning on raising LAUNCH Fund IV in public! (2:38) Then, Raffael Jovine joins to discuss how Brilliant Planet is growing algae and using it to sequester carbon (39:25)
(0:00) Teeing up today's topics
(2:38) J+M discuss Jason's plain to raise LAUNCH Fund IV in public
(10:44) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist
(12:18) LP relationships, partner capital requirements, and more fund talk!
(20:16) Odoo - Get your first app free and a $1000 credit at https://odoo.com/twist
(21:42) Teeing up Molly's interview plus an ESG chat!
(38:10) MasterClass - Get 15% off an annual membership at https://masterclass.com/startups
(39:25) Raffael Jovine joins Molly to discuss how Brilliant Planet is growing algae and using it to sequester carbon
Check out Brilliant Planet: https://www.brilliantplanet.com
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Friday Variety Show! First up, Jason answers a bunch of listener questions. (1:16) Then, Molly interview two amazing LAUNCH portfolio founders building marketplace businesses! (21:09) To wrap the show, Producer Rachel is back with another edition of OK Boomer (42:04)
(0:00) Jason tees up today's segments!
(1:16) Ask Jason: How to vet startups when you're an employee looking to join one
(5:55) Ask Jason: Keep building a specifically requested feature for a major customer OR focus on the core offering?
(10:32) iTrust Capital - Visit https://itrust.capital/twist to create your Crypto IRA today
(11:38) Ask Jason: A pro athlete asks Jason for his advice on transitioning into VC
(14:42) Ask Jason: Two hypothetical questions about Uber's business
(19:29) Grammarly - Sign up for a free and get 20% Grammarly Premium at https://grammarly.com/TWIST
(21:09) Molly sits down with Giphting CEO Seth Brown to talk about his on-demand gift-giving marketplace
(29:16) Neo.Tax - Get $500 off R&D tax credit fees at https://neo.tax/twist
(30:32) Molly interviews EnrichedHQ CEO Carleen Haylett about her business: a two-sided marketplace of life skills programs for kids!
(42:04) OK Boomer: Producer Rachel interviews Andrew Yeung on tactics for throwing an amazing networking event/dinner
Check out Giphting: https://www.giphting.com
Check out EnrichedHQ: https://www.enrichedhq.com
FOLLOW Seth: https://twitter.com/GiphtingSeth
FOLLOW Carleen: https://twitter.com/carleenhaylett
FOLLOW Andrew: https://twitter.com/andruyeung
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Huge interview today. "Power Law" author Sebastian Mallaby joins the show to break down some of the most important moments in VC history and his lessons from writing the book, including: the youth revolt (14:18), KP vs Sequoia (27:02), what makes a legendary VC (38:40), and more!
(0:00) Jason tees up today's interview with "Power Law" author Sebastian Mallaby
(1:42) Sebastian explains how and why he wrote a book on the history of VC
(13:13) Vanta - Get $1000 off your SOC 2 at https://vanta.com/twist
(14:18) The virtuous cycle of luck early in a VC career, youth revolt in startups, Zuckerberg spurning Sequoia
(26:02) Embroker - Use code TWIST to get an extra 10% off insurance at https://Embroker.com/twist
(27:02) Tom Perkins and the Kleiner Perkins rise and fall vs Sequoia's sustained dominance, KP's Genentech investment
(37:18) Harmonic - Get $4000 off at https://harmonic.ai/twist
(38:40) What characteristics make a legendary VC?
(56:29) Why are institutional LPs allocating more capital to VC, what happened with China's interest in the industry? Other investable industries other than software
FOLLOW Sebastian: https://twitter.com/scmallaby
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BUY "Power Law": https://www.amazon.com/Power-Law-Venture-Capital-Making/dp/B094PSKDZV
Jam packed show! First up, The Blueprint is BACK as Jason breaks down how he finds and develops emerging talent (1:36). Then, Bloomberg's Apple Guru Mark Gurman is back to discuss the latest on Apple's AR project. (31:33)
(0:00) J+M tee up today's topics!
(1:36) Jason explains his strategy for finding and developing all-stars
(13:30) Visa - Learn more about Visa’s online Small Business Hub at Visa.com/smallbusinesshub
(14:26) Jason's tips for managing emerging talent
(22:51) Brave - Download today at https://brave.com/twist to browse faster, search privately and so much more
(24:16) How to attract the right people to your startup
(30:12) LinkedIn Jobs - Post your first job for free at https://linkedin.com/twist
(31:33) J+M welcome Bloomberg's Mark Gurman to break down all things Apple, including projected timelines for Apple's AR goggles and the importance of Apple's chip business
(46:17) Mark gives his dream Peloton acquirer and grades Jason's Jay Trade on Apple
FOLLOW Mark: https://twitter.com/markgurman
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BIG Tuesday show! First up, J+M break down the insane saga of Twitter's now-cancelled OnlyFans-like product (1:41), OpenSea NFT trading volume dropping ~99% (20:47), a MAJOR FTC lawsuit against a data broker selling sensitive info (36:26), and more!
(0:00) Molly tees up today's news roundup!
(1:41) Twitter's cancelled OnlyFans-like product
(10:21) Dell - Apply for Dell for Startups and get an additional 10% off Dell Latitude products at https://dell.com/twist
(11:49) Practical issues around mixing adult content with brand advertising, Twitter's internal problems
(19:24) Indochino - Get $50 off any purchase of $399 or more by using code TWIST at checkout https://www.indochino.com
(20:47) OpenSea single day trading volume dropped ~99% from a peak of $400M+ in early May to ~$5M in late August
(29:42) Vanta - Get $1,000 off automating your SOC 2 at https://vanta.com/twist
(30:46) Alexis Ohanian's Seven Seven Six is raising $177M to invest in distressed crypto assets
(36:26) Potentially groundbreaking FTC lawsuit brought against a data broker for selling sensitive geolocation information without user consent
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First up, J+M break down YC announcing Garry Tan as its new President and CEO, and what this means for the industry. (11:44) Then, they break down Apple potentially showing its card for its AR goggles name (37:16), and they wrap with some commentary on Eminem and Snoop Dogg performing as their Bored Apes at the VMAs. (58:20)
(0:00) J+M tee up today's topics
(2:12) Catching up on the weekend
(10:18) LinkedIn Marketing - Get a $100 LinkedIn ad credit at https://linkedin.com/thisweekinstartups
(11:44) Garry Tan is stepping back from Initialized to become YC's new CEO and President
(25:05) TripActions - Go to https://tripactions.com/twist and get a $500 Amazon gift card after making your first travel booking OR paying off your first $1000 of liquid spend
(26:34) Jason explains "no conflict, no interest"
(35:46) WorkOS - Go to https://workos.com to learn how to make your app enterprise-ready.
(37:16) Quick Jay Trading update, Apple files trademarks for potential AR goggles name
(58:20) Eminem and Snoop Dogg performed as their Bored Apes over the weekend at the MTV VMAs
Sunday show! On VC Sunday School, J+M discuss how VCs deploy reserves for follow-on funding. (1:58) Then, Molly interviews Quaise CEO & Co-Founder Carlos Araque about his geothermal drilling business! (24:02)
(0:00) J+M tee up segments for Sunday!
(1:58) Jason and Molly talk about how VCs deploy reserves for follow-on funding and bankroll management
(10:31) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist
(11:47) Golden State Warriors impact on Jason's system-based VC team building philosophy
(15:48) J+M tee up today's TWiCS interview!
(22:46) Neo.Tax - Get $500 off R&D tax credit fees at https://neo.tax/twist
(24:02) Quaise CEO Carlos Araque joins to break down his business: drilling to unlock geothermal energy
(33:03) Helpware - Go to https://helpware.com/TWIST to get $1000 off your first invoice
(34:10) Carlos explains the size of Quaise's opportunity and how he raised $50M+ Series A for a deep tech project, what their business model will look like, and more!
Check out Quaise: https://www.quaise.energy
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Friday Variety Show! First up J+M break down Twitter adding podcasting to the platform and what this means for the product and for the podcasting industry. (2:14) Then, LAUNCH portfolio founder Pete Oxenham joins to discuss his SaaS startup, Chatter.dev, with Molly. (26:48) Finally, Rachel wraps the show with another edition of OK Boomer, featuring Danny Miranda. (38:25)
(0:00) J+M tee up today's segments!
(2:14) Twitter adds podcasting to "Spaces"
(15:08) Babbel - Save up to 60% off your language learning subscription at https://babbel.com/twist
(16:32) Explaining the value of adding podcasting to a consumer service
(25:29) MicroAcquire - Sell your business with no fees at https://try.microacquire.com/twist
(26:48) Chatter.dev Founder Pete Oxenham joins to break down his SaaS business!
(34:18) Embroker - Use code TWIST to get an extra 10% off insurance at https://Embroker.com/twist
(35:25) Producer Rachel joins to tee up OK Boomer with J+M!
(38:25) Danny Miranda joins OK Boomer to talk getting into podcasting, starting from scratch, building successful habits, AirPods' impact on podcasting and more!
Check out Chatter: https://chatter.dev
FOLLOW Danny: https://twitter.com/heydannymiranda
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Big show! First up J+M break down two pandemic darlings on two totally different paths: $PTON and $SNOW (2:26). Then, Lon Harris joins to talk about HBO's record breaking House of the Dragon premiere (27:12), MoviePass returning (47:16), and more!
(0:00) J+M tee up today's segments!
(2:26) Peloton earnings breakdown: it's getting grim, so J+M brainstormed on where the company can go from here, stock was down over 20%
(16:26) Odoo - Get your first app free and a $1000 credit at https://odoo.com/twist
(17:53) Snowflake earnings breakdown: massive quarter, stock was up over 20%
(25:37) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist
(27:12) Lon Harris joins to break down this week's streaming news! First up: HBO's House of the Dragon set a record for most-watched premiere with almost 10M viewers
(39:39) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
(40:58) $WBD CEO David Zaslav continues to make cuts
(47:16) MoviePass is making a comeback and Lon gives some streaming picks
First up, J+M break down the news, incl: Student loan forgiveness (2:30), Zuck copying BeReal (20:21), the Twitter whistleblower's allegations (36:32), and a climate company's Series A! (1:04:49) Then, Jason wraps the show with another edition of The Blueprint! (1:16:43)
(0:00) J+M tee up today's segments!
(2:30) Student loan forgiveness
(16:37) Brave - Download today at https://brave.com/twist to browse faster, search privately and so much more
(17:57) "Bailout culture"
(20:21) Instagram copies popular social app BeReal
(26:38) Harmonic - Get $4000 off at https://harmonic.ai/twist
(27:59) Jason explains his "never trust Zuck" take origins, how Apple's approach differs from Meta
(35:37) Visa - Learn more about Visa’s online Small Business Hub at Visa.com/smallbusinesshub
(36:32) Twitter whistleblower implications, comparing it to last year's "Facebook Files"
(1:04:49) Series A: Clarity
(1:16:43) Blueprint Part 7: Should you take on student debt to go to college? Is it worth it?
Follow Jason: https://linktr.ee/calacanis
Follow Molly: https://twitter.com/mollywood
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J+M are joined by Sunny Madra and Vinny Lingham for another crypto roundtable! They cover the following topics: Shkreli's new web3 project (1:50), distributed computing projects (16:08), ETH merge (38:00), Gensler's comments (44:57), and more!
(0:00) Molly tees up today's roundtable guests!
(1:50) Martin Shkreli's new web3 project
(14:46) Revelo - Get 20% off the first 3 months by mentioning TWIST at https://revelo.io/twist
(16:08) Breaking down other distributed computing projects: Helium, Filecoin, Hivemapper
(27:54) Microsoft for Startups Founders Hub - Apply in 5 minutes, no funding required, sign up at http://aka.ms/thisweekinstartups
(29:17) Understanding inverted incentives in crypto, market depth/liquidity theory
(36:46) UserTesting - Get real human insights from customers, try for free today at https://usertesting.com/twist
(38:00) ETH merge: how risky is it, what impact will the fork have, will it lower gas fees?
(44:57) SEC Chair Gary Gensler's comment re: DeFi protocols and crypto banks
(51:58) Lightning round! Tribe DAO, BendDAO, Sudoswap and lessons learned
Back with a big Monday news show: Jason and Molly recap last week's All-In (2:09), before covering FTX's leaked financials (17:19), Amazon potentially going further into healthcare (40:34), and more M&A in the e-commerce space. (58:55) Then, Molly wraps the show by interviewing LAUNCH portfolio founder Arjun Shokeen, Founder and CEO of Swayed (1:11:27).
(0:00) J+M tee up today's topics!
(2:09) All-In recap, Climate Syndicate, and more
(16:10) Neo.Tax - Get $500 off R&D tax credit fees at https://neo.tax/twist
(17:19) FTX had its 2020 and 2021 audited financial results leaked to CNBC
(28:07) Odoo - Get your first app free and a $1000 credit at https://odoo.com/twist
(29:26) How to frame crypto going forward, what is crypto's main product? Did the SEC miss the boat on crypto regulation?
(39:19) MasterClass - Get 15% off an annual membership at https://masterclass.com/startups
(40:34) Amazon is reportedly bidding to acquire Signify Health
(58:55) M&A: eBay acquires trading card e-commerce platform TCGplayer for $295M
(1:11:27) Molly interviews Swayed Founder and CEO Arjun Shokeen
Sunday show! First up, Jason breaks down how VCs evaluate pre-launch startups (1:54) and startups that are going after a market that doesn't exist yet. (15:21) Then, Molly is joined by Mycocycle CEO and Founder Joanne Rodriguez to talk about developing fungi-powered toxic waste removal and raw material generation! (30:36)
(0:00) Molly intros today's segments!
(1:54) VC Sunday School: How Jason evaluates pre-launch startups
(13:46) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist
(15:21) How VCs evaluate startups building for markets that don't exist yet
(20:51) Comparing early examples of traction: pre-orders, crowdfunding, LOIs and more
(29:16) Masterworks - Skip the waitlist to invest in fine art using at https://Masterworks.io/twist
(30:36) Mycocycle CEO Joanne Rodriguez joins to talk about fungi-powered toxic waste removal and raw material generation
(38:26) Helpware - Go to https://helpware.com/TWIST to get $1000 off your first invoice
(39:33) Mycocycle's finished product, how they're recycling raw materials, traction so far, future of the business
Disclaimer: Since inception, Masterworks has sold five paintings from the collection. All sales are net of all fees and expenses. The sale of any paintings from the Masterworks collection, and the option to waive fees, is at the sole discretion of Masterworks and paintings may be held in excess of or up to 10 years or longer. Past price performance is no guarantee of future results. Any historical returns, expected appreciation, or probability projections are not guaranteed and may not reflect actual future performance.
Friday variety show! First up, Jason answers your questions on VCs investing in a downturn, winning founder qualities, and more. (1:24) Then, Molly interviews LAUNCH founder Zeb Anderson about his legal startup LegalQ. (16:36) Producer Rachel wraps the show with another edition of OK Boomer featuring Jules Terpak! (26:59)
(0:00) Molly intros the Friday variety show!
(1:24) Ask Jason: Why VCs slow investment pace in a downturn
(7:00) Ask Jason: What qualities make Jason invest in a founder a second time after a failure
(12:29) Jason explains the traction at Uber and Calm when he invested
(15:06) Coda - The All-in-one doc for teams, get a $1,000 credit at https://coda.io/twist
(16:36) Molly interviews LAUNCH Accelerator founder Zeb Anderson of LegalQ about his app connecting legal professionals and clients
(25:34) This podcast is sponsored by BetterHelp - Get 10% off your first month at https://betterhelp.com/twist
(26:59) OK Boomer! Producer Rachel welcomes tech commentator Jules Terpak and talks about the importance of curiosity when building your brand
(37:03) iTrust Capital - Visit https://itrust.capital/twist to create your Crypto IRA today
(38:10) Digital culture, banning TikTok, social media consent, and more
New segment alert! J+M debut "Little Big Things" to highlight a unique new feature from Apple (1:46), before breaking down the company ramping up its ads business and what that means for consumers. (10:49) Then, Lon Harris joins to break down all things streaming. (21:20)
(0:00) J+M intro today's segments!
(1:46) New segment! Little Big Things: Apple News audio stories
(9:42) Embroker - Use code TWIST to get an extra 10% off insurance at https://Embroker.com/twist
(10:49) Apple's potential ads business: great for revenue, potentially bad for consumers
(20:08) Vanta - Get $1,000 off automating your SOC 2 at https://vanta.com/twist
(21:20) Lon joins and Jason discusses Molly's appearance on the Pivot podcast!
(23:47 More chaos at $WBD: 14% RIF at HBO Max, 30+ titles getting canned off streaming, bad feelings with creators
(37:59) Revelo - Get 20% off the first 3 months by mentioning TWIST at https://revelo.io/twist
(39:20) Digital distribution rights, how Netflix changed the industry and how Warner Bros Discovery might use this recent move as leverage going forward
(43:20) New series premiering with massive budgets: House of the Dragon, Rings of Power; breaking down the math on why these shows cost $20M-$58M per episode
(55:32) Streaming overtakes cable viewership for the first time!
J+M kick off the show by discussing the reaction to Adam Neumann's $350M raise (1:40), before covering Boom Supersonic's new deal with American Airlines (24:59), and a Startup of the Day. (41:55) Jason wraps the show solo for part 6 of The Blueprint, where he covers getting ahead of trends! (48:06)
(0:00) J+M intro today's segments!
(1:40) Thoughts on the reaction to Adam Neumann's $350M raise from a16z, including a NY Post article that Jason was quoted in
(12:45) WorkOS - Go to https://workos.com to learn how to make your app enterprise-ready.
(14:14) Was the negative reaction to the fundraising warranted? What is the counter case?
(24:04) Visa - Learn more about Visa’s online Small Business Hub at Visa.com/smallbusinesshub
(24:59) American Airlines agrees to purchase up to 20 jets from airplane startup Boom Supersonic, J+M do some math on ticket prices
(34:13) Brave - Download today at https://brave.com/twist to browse faster, search privately and so much more
(35:33) Does the world need supersonic passenger jets?
(41:55) Startup of the Day: Goodfellows helps elderly people and young people foster connections
(48:06) The Blueprint Part 6: Jason explains how he gets ahead of trends
Jason's Howard Stern/Spotify blog from 2015: https://www.linkedin.com/pulse/howard-sterns-easy-billion-dollar-pay-day-courtesy-app-calacanis
J+M have a big debate over remote work: including covering Apple's return to work policy, Malcolm Gladwell's comments, Jason's WFH playbook, and much more. Then, they cover Meta's new partnership with DoorDash for Facebook Marketplace deliveries, and a Jay Trading update! (1:05:19)
(0:00) J+M tee up today's topics!
(1:57) Apple will be sending all corporate employees back to the office in September + J+M debate Malcolm Gladwell's comments on remote work
(12:45) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/TWIST
(14:04) Hypocrisy of the return to work, understanding the impasse, "overemployed" and "quiet quitting" movements
(26:28) Notion - Sign up for FREE at https://notion.com/twist
(27:49) What would tech unions look like?
(38:40) Bubbles - Get your point across with unlimited screen and video recordings for free at https://usebubbles.com/twist
(39:57) Shifting power dynamics in modern work, Jason's advice to startup founders for managing remote employees, UBI thoughts, Jason's WFH requirements
(1:05:19) Meta partners with DoorDash to deliver Facebook Marketplace items, Jay Trading updates
Molly is back for a HUGE news days! Adam Neumann has raised $350M from a16z for his new startup Flow (2:14), and his main investor, Marc Andreessen, got into some hot water over housing policy hypocrisy! (22:05)
(0:00) Molly is back! J+M intro today's topics!
(2:14) Jason and Molly catch up Molly's vacation and the craziness of the past week
(12:36) LinkedIn Jobs - Post your first job for free at https://linkedin.com/twist
(13:56) Adam Neumann's new residential real estate company Flow has raised $350M from a16z at a valuation over $1B!
(20:34) TripActions - Go to https://tripactions.com/twist and get a $500 Amazon gift card after making your first travel booking OR paying off your first $1000 of liquid spend
(22:05) Marc Andreessen's blog explaining a16z's Flow investment, Jason and Molly go deep on potential business plans for Flow and why a16z made this bet
(34:37) Odoo - Get your first app free and a $1000 credit at https://odoo.com/twist
(35:56) Marc Andreessen's housing hypocrisy
(53:35) Jason reads slides from the leaked Flow deck *JOKE*, another a16z portfolio founder in a similar market as Flow chimed in on Twitter
First up, Molly and Jason break down self-destructive founder and VC traits (1:37). Then, Molly interviews Air Protein CEO Dr. Lisa Dyson on how they turn carbon dioxide into protein and how they are innovating in the booming alternative meat space! (21:42)
(0:00) Jason intros the Sunday show!
(1:37) VC Sunday School: Self-destructive founder tendencies
(9:15) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist
(10:45) Self-destructive investor tendencies
(15:13) How to do damage control if you take money from a disruptive investor
(20:35) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
(21:42) Molly intros Dr. Lisa Dyson who explains Air Protein's founding story, mission, and the science behind it
(30:35) Helpware - Go to https://helpware.com/TWIST to get $1000 off your first invoice
(31:51) How Air Protein differs from traditional meat
(36:33) Air Meat's fundraising history and creation process
Howard Lindzon joins to talk about the different mindsets and skillsets of public and private market investors and breaks down what the future of the blockchain might look like. (1:39) Then, Producer Rachel is back with another OK Boomer segment, interviewing Ben Smith of Goal House NYC! (1:20:52)
(0:00) Jason tees up today's segments!
(1:39) Howard Lindzon joins and breaks down the differences between public and private investing mindsets
(12:21) UserTesting - Get real human insights from customers, try for free today at https://usertesting.com/twist
(13:38) How liquidity impacts public/private investing, why Howard is bullish on $NFLX over $DIS
(24:05) Liquid IV - Get 25% off at https://liquidiv.com using promo code TWIST
(25:17) Remote work's impact on less experienced employees, how the blockchain will impact startups in the future
(36:11) FanDuel Sportsbook - Sign up with promo code TWIST to place a $1000 risk-free bet at https://sportsbook.fanduel.com
(37:20) Potential game-changing NFT and DAO use cases
(48:27) Howard reviews Jason's Jay Trading portfolio
(59:53) Semantics, media, next generation of the internet, politicizing the Fed
(1:11:02) Jason tees up OK Boomer with Producer Rachel
(1:20:52) OK Boomer: Rachel interviews Ben Smith of Goal House NYC
FanDuel Disclaimer:
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Lon Harris joins the show for a full streaming industry breakdown, including $DIS earnings, $WBD drama, streaming strategies, and more! (1:59) Then, Molly interviews Ephemeral CEO Jeff Liu on building a high-quality temporary tattoo solution. (1:09:00)
(0:00) Jason tees up today's segments!
(1:59) Jason welcome Lon Harris to talk misaligned media incentives and Trump coverage
(12:45) MicroAcquire - Sell your business with no fees at https://try.microacquire.com/twist
(14:05) Hulu's new film Prey is its largest streaming debut to date
(27:18) Vanta - Get $1,000 off automating your SOC 2 at https://vanta.com/twist
(28:29 Why the Predator franchise is valuable IP for Disney, how streaming platforms should handle "auteurs"
(35:41) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist
(37:14) $DIS earnings, how Disney's streaming platforms overtook Netflix in terms of subscribers
(46:52 Breaking down $WBD and how it should handle various IP, streaming residuals upheaval
(51:25) Disney vs Netflix BOTE Math, Ezra Miller situation, strategies for Zaslav to take advantage of $WBD IP
(1:09:00) Molly interviews Ephemeral CEO Jeff Liu
Sunny Madra and Vinny Lingham join Jason for a fully loaded crypto market breakdown (1:40). Topics covered include: Tornado Cash being blacklisted by the US Treasury Dept, Coinbase Q2 earnings, smart crypto regulation, fixing early-stage crypto governance, and more! Jason wraps the show with Part 5 of The Blueprint: Generalists vs. Specialists. (1:21:44)
(0:00) Jason intros today's segments: crypto roundtable and The Blueprint!
(1:40) Current state of the crypto market after the massive pullback
(14:31) Brave - Download today at https://brave.com/twist to browse faster, search privately and so much more
(15:33 Tornado Cash blacklisted by the US Treasury Dept: what is it, what it means for "frozen" crypto assets & more
(27:12) LinkedIn Marketing - Get a $100 LinkedIn ad credit at https://linkedin.com/thisweekinstartups
(28:36) How large-scale spam attacks and hacks will change consumer behavior in the still-early crypto industry
(37:37) Visa - Learn more about Visa’s online Small Business Hub at Visa.com/smallbusinesshub
(38:32) How should crypto be regulated? Should the US create a new agency dedicated to digital assets? Should there be a new set of rules for crypto?
(48:39) Did Coinbase let customers down? $COIN Q2 earnings, responsibilities to customers, what Coinbase's platform might look like if altcoins are regulated as securities
(55:22) Pseudonymous and anonymous impact on high-profile crypto projects, how to fix early-stage crypto governance
(1:04:12 Interesting consumer-facing crypto projects
(1:21:44) The Blueprint Part 5: Generalists vs. Specialists
Acquired's Ben Gilbert and David Rosenthal join the show to discuss how they think about public market investments (1:43), VC token sales (27:25), a VC market overview (45:40), the Vision Fund's impact on Silicon Valley (1:00:33), and Amazon's core pillars! (1:13:21)
(0:00) Jason intros today's guests and topics: Crossover Pod with Acquired!
(1:43) Private markets overview, Jay Trading, Ben's investment thesis for TSMC and Shopify
(13:44) Embroker - Use code TWIST to get an extra 10% off insurance at https://Embroker.com/twist
(14:52) Jason makes two live Jay Trades, better solutions for employee stock options
(26:14) Dell - Apply for Dell for Startups and get an additional 10% off Dell Latitude products at https://dell.com/twist
(27:25) Crypto regulation, VC token sales
(39:33) Zapier - Try for free today at https://zapier.com/TWIST
(41:02) The burden of going public, final ideas on digital asset regulation
(45:40) Major takeaways from PitchBook's Q2 US VC Monitor: exit value collapse, deal volume down, seed not impacted as much, signs of life in the early-stage
(1:00:33) Reflecting on Masa's precarious position and the impact that SoftBank's Vision Fund has had on the VC industry
(1:13:21) Ranking the most impressive pillars of Amazon's business: AWS, Prime, marketplace, advertising
Jason breaks down SoftBank's Vision Fund losing $21B+ last quarter and reflects on how founders should approach raising capital from megafunds. (2:11) Then, Jason reflects on lessons learned from the tough DTC space (27:05) and gives a quick Jay Trading update! (36:17). To wrap, NutriSense CEO Alex Skryl joins J+M to break down the benefits of continuous glucose monitoring! (47:37)
(0:00) Jason tees up today's solo news + founder interview!
(2:11) Jason breaks down SoftBank's Vision Fund losing ~$21B+ last quarter and analyzes some clips from Masayoshi Son's investor presentation
(11:31) Microsoft for Startups Hub - Apply in 5 minutes, no funding required, sign up at http://aka.ms/thisweekinstartups
(12:54) Jason disagrees with Masa's new strategy and direction and explains how founders should approach raising capital by megafunds like the Vision Fund and differences between how Uber and WeWork deployed SoftBank capital
(22:46) Assure - To get 20% off your first Special Purpose Vehicle (SPV) visit https://Assure.co/twist
(24:06) Reviewing the biggest hits and misses from Vision Fund I
(27:05) Lessons learned from DTC shutdowns, how VCs deploy capital in a downturn
(34:45) Prometheus - Go to Prometheusalts.com or download it on the App Store and use the access code TWIST to sign up
(36:17) Jay Trading update: $DIS, $AMZN, $WBD, $SFIX
(47:37) Nutrisense CEO Alex Skryl joins to talk glucose monitoring benefits, biohacking, and more!
First up on VC Sunday School, J+M cover the stigma around investing in first-time founders: Is it a myth? What are the pros and cons? What really matters when evaluating a founder? (3:01) Then, Molly interviews Jay Koh of The Lightsmith Group to break down the Inflation Reduction Act's $369B climate/energy allocation. (29:08)
(0:00) Jason and Molly tee up today's segments!
(3:01) why is there a bias against investing in first-time founders?
(15:04) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist
(16:21) Most important factors to startup success
(21:42 Jason and Molly tee up Molly's climate interview which is focused on the Inflation Reduction Act's $369B climate/energy carve-out
(27:53) MasterClass - Get 15% off an annual membership at https://masterclass.com/startups
(29:08) Jay Koh of The Lightsmith Group joins to break down the $369B earmarked for climate/energy in the Inflation Reduction Act
(36:39) Odoo - Get your first app free and a $1000 credit at https://odoo.com/twist
(37:58) What will the $369B do for the climate VC industry?
(48:48) What will this investment do for America's standing as a global climate tech leader?
Solo Jason news day! First up, Jason breaks down Coinbase's performance as a public company and its recent partnership with BlackRock (2:18), then he covers Amazon acquiring Roomba-maker iRobot (18:08), before wrapping the news with a Jay Trading update. (24:53) Producer Rachel wraps the show by interviewing Minted's Marcus Milione for OK Boomer! (52:35)
(0:00) Jason intros today's topics!
(2:18) Jason analyzes $COIN's performance as a public company and its volatile price fluctuations
(14:52) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
(15:59) BlackRock partnering with Coinbase to manage its institutional crypto trading business
(18:08) $AMZN acquires Roomba-maker iRobot for $1.7B
(23:38) Helpware - Go to https://helpware.com/TWIST to get $1000 off your first invoice
(24:53) Jason debuts jaytrading.com and gives his reasons for doing it
(30:58) $WBD down ~17% after a bad earnings report
(36:53) Bubbles - Get unlimited screen and video recordings for free at https://usebubbles.com/twist
(38:10) Jason tells a quick story about meeting Bill Clinton & talks to Producer Rachel about her first year of interviews on OK Boomer
(52:35) Rachel interviews Marcus Milione on brand building, monetizing a passion, and more
Lon Harris joins the show to break down the chaotic shakeup going on at Warners Bros. Discovery, what's happening with HBO Max, potential new roadmaps for the DCEU, and more. (2:46) Then, J+M break down a new intimate social app called Locket raising $12.5M (44:02) and Lina Khan taking action against Meta. (51:39)
(0:00) J+M intro today's topics!
(2:46) Lon Harris joins to break down what is going on at Warner Bros. Discovery
(14:05) Grammarly - Sign up for a free and get 20% Grammarly Premium at https://grammarly.com/TWIST
(15:22) Is streaming subscription revenue a viable business compared to big box office hauls? Is $WBD making a terrible move re: creative relationships?
(24:26) Indochino - Get $50 off any purchase of $399 or more by using code TWIST at checkout https://www.indochino.com
(25:48) Discovery vs. HBO branding, Roku/Paramount Plus subscriber counts
(38:11) Microsoft for Startups Founders Hub - Apply in 5 minutes, no funding required, sign up at https://aka.ms/thisweekinstartups
(39:34) Lon's crypto queen series update
(44:02) Social app Locket raised a $12.5M early-stage round of funding
(51:39) Lina Khan sues Meta over a ~$400M VR acquisition and tries to change the antitrust precedent
BIG show! First up, our co-hosts break down why YC cut its summer cohort size by 40% (2:13), Robinhood letting go 23% of its employees (12:40), Michael Saylor out as MicroStrategy CEO (32:09), and Airbnb earnings. (42:07) Then, Jason is back with another edition of The Blueprint, where he covers the benefits of having a bias for action! (48:52)
(0:00) Jason and Molly intro today's topics!
(2:13) Y Combinator cuts its Summer 2022 batch size by 40%: what does this mean for the early-stage market?
(11:35) iTrust Capital - Visit https://itrust.capital/twist to create your Crypto IRA today
(12:40) Robinhood terminates 23% of employees: RIF vs layoff vs furlough explanation
(27:42) Brave - Download today at https://brave.com/twist to browse faster, search privately and so much more
(29:02) Jason gives a Jay Trading recap and lays out his reasons for doing it
(32:09) Michael Saylor steps down as MicroStrategy CEO
(39:14) Visa - Learn more about Visa’s online Small Business Hub at Visa.com/smallbusinesshub
(40:10) Jason's predictions for MicroStrategy's direction
(42:07) $ABNB earnings, comparing $ABNB and $UBER p/s, $COIN and $HOOD p/s
(48:52) The Blueprint Part 4: The Benefits of Having a Bias for Action
(54:12) How bias for action relates to other cognitive biases
(1:02:50) How founders can have a bias for action: Product velocity
J+M break down Uber and Pinterest's Q2 earnings (2:42), and Jason makes a Jay Trade live on air (18:51). Then, The Lanby CEO Chloe Harrouche joins to break down approaching primary care from a customer-centric perspective. (49:40)
(0:00) Jason and Molly tee up today's show! Big news day + a great early-stage founder interview
(2:42) $UBER Q2 earnings: doubled revenue y/y, FCF positive, rides business is back to pre-pandemic levels
(13:12) Vanta - Get $1,000 off automating your SOC 2 at https://vanta.com/twist
(14:24) Does Airbnb have similar pricing controls as Uber?
(18:51) Jason does a LIVE Jay Trade and explains his investment thesis! ***NOT investment advice
(27:28) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/TWIST
(28:45) $PINS Q2, Should public CEOs be able to retain super-voting shares?
(38:01) Embroker - Use code TWIST to get an extra 10% off insurance at https://Embroker.com/twist
(39:08) Jason proposes a perfect merger target for Pinterest
(45:44) Jason and Molly tee up the interview with The Lanby CEO Chloe Harrouche
(49:40) Chloe breaks down approaching healthcare from a customer-centric POV, pricing model, unit economics, and more
(1:06:09) Onboarding doctors, scaling the business, opaque pricing in healthcare
First up, Jason and Molly cover TikTok's recent patents that indicate it might be going after Spotify (2:23). Then, the duo breaks down a recent WSJ report about VCs giving conflicting advice to founders. (18:05) After the news, J+M are joined by Redfin CEO Glenn Kelman and Divvy Homes CEO Adena Hefets for an in-depth break down of the current US housing market. (33:36)
WSJ article: https://www.wsj.com/articles/silicon-valley-lurches-between-deep-cuts-and-bold-spending-11659268801
(0:00) Jason and Molly tee up today's topics and guests!
(2:23) TikTok might be going after Spotify's music streaming business with "TikTok Music"
(16:45) Policygenius - Go to https://policygenius.com to get a free life insurance quote
(18:04) Jason and Molly break down a WSJ report about conflicting advice that VCs are giving to founders re: approaching the current downturn; Jason debuts his "Cash vs. Profitability Matrix"
(32:04) Notion - Get $250 off by using code TWIST at https://notion.so
(33:36) Redfin CEO Glenn Kelman and Divvy Homes CEO Adena Hefets join and break down their businesses before getting into how a 2022 housing downturn might be different from 2008
(41:36) Prometheus - Go to Prometheusalts.com or download it on the App Store and use the access code TWIST to sign up
(43:09) Institutional buyers' impact on housing supply, pandemic migration impact on local inflation, new construction outlook
(1:08:36) Rental market outlook, commercial real estate's grim projections
First up on the Sunday show, Jason breaks down the different levels of diligence at different company stages for VC Sunday School (2:02). Then, Fion Technologies CEO Sudarshan Sridharan joins to talk helping firefighters fight wildfires with mapping technology. (21:31)
(0:00) Jason tees up today's Sunday edition of This Week in Startups!
(2:02) Molly recaps her first half year of investing, then asks Jason about diligence at different stages of investing in different verticals
(10:23) UserTesting - Get real human insights from customers, try for free today at https://usertesting.com/twist
(11:40) Jason on great investments coming out of "prepared minds", the importance of testing and trying
(19:57) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist
(21:31) Molly welcomes Fion Technologies CEO Sudarshan Sridharan to discuss helping wildfire fighting with software and his founding story
(32:36) Brave - Download today at https://brave.com/twist to browse faster, search privately and so much more
(33:56) Sudarshan explains how the Fion app helps firefighters, its pricing model, and more
(41:06) The state of wildfires in the US, why Sudarshan is building Fion
Jason is BACK and he's ready to Jay Trade! Jason and Molly wrap up big tech earnings week with a major deep dive on $AMZN's impressive quarter (1:53), $AAPL's slowing revenue growth/growing subscriber base (26:04), and the lack of faith in $META's big bet. (31:44) Producer Rachel wraps the show with another great edition of OK Boomer, featuring popular YouTube and investor Nate O'Brien! (40:18)
(0:00) Jason is BACK for a huge news day!
(1:53) $AMZN Q2 was highlighted by two insane business segments: AWS and advertising
(18:20) iTrust Capital - Visit https://itrust.capital/twist to create your Crypto IRA today
(19:24) Continued breakdown of $AMZN's Q2: Amazon Prime and retail; Jason makes another Jay Trade and gives his investment thesis for $AMZN
(24:43) MicroAcquire - Sell your business with no fees at https://try.microacquire.com/twist
(26:04) $AAPL earnings: slowing growth, but still putting up huge numbers, Apple's 800M+ paid subscribers
(31:44) Antitrust action against Meta, Jason gives his take on Meta's all-in bet on the metaverse
(39:01) Odoo - Get your first app free and a $1000 credit at https://odoo.com/twist
(40:18) OK Boomer: Investor & YouTuber Nate O'Brien joins to talk growing his YouTube to 1M+ subscribers, his journey to investing, and more
Today's show is a CLASSIC TWiST founder interview. Anchor Co-Founder Mike Mignano joins to tell Anchor's founding story (1:40), break down what it's like getting acquired by Spotify (15:32), and talk about how RSS standards might be stunting innovation in the podcasting space. (33:17)
0:00 Jason intros today's guest: Anchor Co-Founder Mike Mignano
1:40 Mike explains why he started Anchor, the original inspiration and first versions, finding PMF, building the nuts and bolts of a great podcast publishing experience
14:23 Helpware - Go to https://helpware.com/TWIST to get $1000 off your first invoice
15:32 Why Anchor sold to Spotify, the Series B term sheet they were considering at the time of acquisition, getting courted by Spotify CEO Daniel Ek, Anchor's first check story
24:44 LinkedIn Jobs - Post your first job for free at https://linkedin.com/twist
25:58 Why Apple hasn't innovated in podcasting, paid podcasts vs. advertising
31:59 Babbel - Save up to 60% off your language learning subscription at https://babbel.com/twist
33:17 Why Mike wrote his recent article: “The Standards Innovation Paradox”, evolving standards to increase innovation, the Substack example
Read Mike's article:
https://mignano.medium.com/the-standards-innovation-paradox-e14cab521391
BIG variety show today!
Jason kicks off the show with Part 3 of "The Blueprint" series (1:43), then, CNBC's Deirdre Bosa joins to break down $GOOG and $MSFT earnings, $SHOP layoffs, and $COIN's SEC probe (17:23), and we wrap with Producer Rachel joining to break down the Kylie/Kim vs. Instagram feud! (45:42)
(0:00) Molly tees up today's variety show: The Blueprint Part 3, big tech earnings with Deirdre Bosa, and Kylie/Kim vs. Instagram with Producer Rachel!
(1:43) The Blueprint Part 3: Jason explains how to build and supercharge your network
(16:27) Visa - Learn more about Visa’s online Small Business Hub at Visa.com/smallbusinesshub
(17:23) CNBC's Deirdre Bosa joins to talk big tech earnings
(19:21) $MSFT earnings for fiscal Q4 and FY2022
(25:18) LinkedIn Marketing - Get a $100 LinkedIn ad credit at https://linkedin.com/thisweekinstartups
(26:45) $GOOG Q2 earnings
(33:05) $SHOP lays off 10% of employees (~1000), Tobi Lutke's blog post, Q2 earnings
(37:45) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist
(39:00) $COIN faces new SEC probe regarding whether or not they allowed investors to trade unregulated securities
(45:42) Molly brings on Producer Rachel to break down the recent backlash against Instagram from celebrities and TikTok's superiority regarding creator monetization
Today, we have two interviews with founders innovating in the US prescription drug market to bring prices down for consumers.
First up, Molly talks with Alex Oshmyansky, CEO of The Mark Cuban Cost Plus Drug Company, about building a "parallel supply chain", the importance of transparency, and a breakdown of the "financial engineering" in the industry. (3:22)
Then, she talks to Capital RX CEO AJ Loiacono for a full breakdown on PBMs (pharmacy benefit managers) and the opaque pharmaceutical supply chain. (40:35)
(0:00) Molly intros today's two interviews
(3:22) Mark Cuban Cost Plus Drugs Company CEO and Founder Alex Oshmyansky on operating a startup while still being a practicing doctor and Cost Plug Drugs' business model
(11:21) Harmonic - Get $4000 off at https://harmonic.ai/twist
(12:43) Alex explains the state of the US drug space, why they're trying to build a "parallel supply chain", the importance of transparency, and the origin story of the company
(23:44) Prometheus - Go to https://prometheusalts.com or download it on the App Store and use the access code TWIST to sign up
(25:11) Drug production, hot button drug issues
(32:16) Alex explains the "financial engineering" and profiteering in the prescription drug space
(39:15) BairesDev - Go to https://baires.dev/twist and get $10,000 off when you sign your first contract
(40:35) Molly intros the next guest: Capital RX CEO AJ Loiacono, who explains the convoluted and opaque pharmaceutical supply chain
(54:30) Understanding PBMs (pharmacy benefit managers) and the broader healthcare industry
(1:04:09) AJ gets into his background, starting Capital RX, and how it fits into the ecosystem
We have a big news show with a very special guest!
TechCrunch's Alex Wilhelm fills in for Jason to break down the news with Molly.
They cover Netflix cracking down on password sharing (2:12), Snap's rough Q2 earnings (6:45), Coinbase's alleged insider trading (21:28), the 3AC Bloomberg interview (36:37), and more!
(0:00) Molly tees up today's news with Alex Wilhelm, who is filling in for Jason!
(2:12) Molly and Alex share thoughts on Netflix cutting password sharing in some Central/South American countries
(6:45) $SNAP Q2 earnings: stock drops ~40% on slowing revenue growth and growing losses
(11:15) Embroker - Use code TWIST to get an extra 10% off insurance at https://Embroker.com/twist
(12:27) Jason's almost-Jay Trade, $SNAP's debt situation, most interesting implications from the week ahead of big tech earnings
(20:12) Odoo - Get your first app free and a $1000 credit at https://odoo.com/twist
(21:28) $COIN's alleged insider trading, Jay Carney getting hired by Airbnb away from Amazon
(35:23) Vanta - Get $1,000 off automating your SOC 2 at https://vanta.com/twist
(36:37) Reacting to the 3AC founders' interview with Bloomberg, crypto contagion due to intermingling
(45:09) Man who lost ~8000+ Bitcoin in a landfill is trying to raise capital to uncover the hard drive
For today's VC Sunday School, Jason talks about saying "no" to founders (1:20), and Molly asks about board meeting etiquette (20:12). Then, for This Week in Climate Startups, Molly speaks with Michael Luciani of Climate Capital (37:18).
(0:00) Jason intros today’s show
(1:20) VCSS: Saying “no” to founders
(9:20) Brave - Download today at https://brave.com/twist to browse faster, search privately and so much more
(11:01) Some VCs give a “no” to gauge a founder’s tenacity
(19:08) iTrust Capital - Visit https://itrust.capital/twist to create your Crypto IRA today
(20:12) Board meeting etiquette
(36:02) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist
(37:18) TWiCS: Michael Luciani of Climate Capital
(1:02:40) Outro
Today, Jason and Molly speak with Ben Narasin of Tenacity VC about raising a new venture capital fund in the down market (1:30). Then, for this week's segment of OK Boomer, Producer Rachel sits down with Natalie Barbu of Rella (1:00:33).
(0:00) Jason intros today’s show!
(1:30) Jason and Molly speak with Ben Narasin of Tenacity VC
(11:45) Masterworks - Skip the waitlist to invest in art using promo code TWIST at https://Masterworks.io/twist
(13:07) How do you make a decision to sell a percent of your position?
(26:59) Bubbles - Get your point across with unlimited screen and video recordings for free at https://usebubbles.com/twist
(29:06) Valuations, 2022
(39:39) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
(40:47) Crypto is a speculator’s game
(45:25) Are these tokens securities?
(59:19) Producer Rachel tees up this week’s OK Boomer
(1:00:33) OKB: Natalie Barbu of Rella 1:25:16 Outro + Plugs
First up, Jason and Molly break down Amazon acquiring One Medical for $3.9B — what is the long-term strategy here (2:44)? And you know it’s Thursday, so you know we had to have Lon Harris on the show (16:36). We break down the Snyder Cut bot craziness (24:38), and Netflix’s path forward (37:25). There might even be a Jay Trade involved!
(0:00) Jason and Molly tee up the show!
(2:44) Amazon acquired One Medical for $3.9B
(14:20) Prometheus - Go to Prometheusalts.com or download it on the App Store and use the access code TWIST to sign up
(16:36) Lon Harris joins for This Week in Streaming: “Cryptoqueen” pilot
(22:31) Intercom - Get advanced Intercom features and Early Stage Academy at a 95% discount bit.ly/earlystage22
(24:38) Rolling Stone reported The Snyder Cut was fueled by a bot army
(32:43) Microsoft for Startups Hub - Apply in 5 minutes, no funding required, sign up at http://aka.ms/thisweekinstartups
(34:49) Thoughts on Amazon’s streaming service
(37:25) Jay Trading? Thoughts on Netflix’s path forward
(46:30) Wrapping up and picking a new show
(50:30) Outro
Yesterday, Netflix released its Q2 earnings, and this prompted Jason to make some Jay Trades (2:53). Then, we have our second installment of "The Blueprint," where Jason breaks down when you should quit your job (45:14). Finally, we wrap with our Startup of the Day: BeReal (1:06:48).
(0:00) Jason and Molly tee up today’s show!
(2:53) Jay Trading: Jason does some Jay Trading in relation to the Netflix Q2 results
(10:27) BairesDev - Go to https://www.baires.dev/twist
(11:50) Netflix reported Q2 earnings yesterday, they were meh
(14:38) What’s the problem at Netflix?
(24:27) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist
(25:42) Prediction: Disney+ will exceed Netflix
(28:01) Jay Trading: Disney
(30:20) What would make you buy Netflix?
(37:00) Two other ideas for Netflix
(44:18) Visa - Learn more about Visa’s online Small Business Hub at Visa.com/smallbusinesshub.
(45:14) The Blueprint E2: when should you quit your job?
(1:06:48) Startup of the Day: BeReal
(1:17:39) Coming up this week
Molly had a big board meeting today, so we had our guy Zach Coelius join for another version of Ask an Angel (1:32). Zach and Jason share their thoughts on remote work (4:40), the downturn (22:10), and then they answer audience questions (41:22). It’s a solid episode for founders and investors!
(0:00) Jason intro’s today’s Ask an Angel episode with Zach Coelius
(1:32) Ask an Angel with Zach Coelius
(4:40) Zach’s thoughts on remote work
(13:19) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/TWIST
(14:37) Managing a company post-COVID
(17:00) Who shines in the remote work era?
(20:51) Notion - Get $250 off by using code TWIST at https://notion.so
(22:10) The downturn: will people cancel or review their SaaS bills?
(26:09) How many of Zach’s founders have prepped for the downturn?
(30:50) Odoo - Get your first app free and a $1000 credit at https://odoo.com/twist
(32:02) Don’t try to invest in pre-product market fit companies when you’re first starting out (unless you know the founder’s awesome)
(41:22) Q&A: How do you think about competition in the same market in the early stages?
(46:43) What are the top buzzwords you’re staying away from as investors right now?
(59:00) Would you invest in SF?
(1:04:00) How much dilution after seed rounds turns into a red flag?
(1:06:14) Should the equity grant occur during financings or the board meeting?
(1:09:15) What does Zach focus on in terms of diligence?
(1:19:30) As a founder, when should you provide pro rata to angels and when not?
(1:25:10) Have you ever advised a founder to leave the CEO role?
(1:32:29) How long do you think the down market is going to be and what’s your strategy?
Today, Amazon CEO Andy Jassy is celebrating his one-year anniversary, and the NYT published an interesting profile that has a lot to do with regulatory scrutiny (3:01). Then we cover the boom of remote work incentive programs all over the US to attract remote tech workers (27:00). And, we get into an awesome new company called Phaidra in our Series A segment… some former DeepMind engineers started an awesome machine learning company (40:16). And we wrap with a great story about retail investors who have the same thesis as Jason (47:51).
(0:00) Jason and Molly tee up today’s show
(3:01) NYT published a profile of Amazon CEO Andy Jassy on his one-year anniversary of becoming CEO, and it had some interesting tidbits
(12:28) LinkedIn Jobs - Post your first job for free at https://linkedIn.com/twist 13:44 More on the legislation discussed in the NYT article
(21:37) Microsoft for Startups Hub - Apply in 5 minutes, no funding required, sign up at http://aka.ms/thisweekinstartups
(22:54) Bezos is running for president (prediction)
(27:00) WSJ reported 71 cities and towns in the US are now offering remote work incentive programs
(37:19) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist
(38:33) Producer Nick chimes in on remote workers in Manhattan
(40:16) Series A: Phaidra s a startup selling machine learning software that regulates temperatures at power plants and industrial factories
(47:51) WSJ reported some amateur investors see the declining state of the stock market as a chance to double down
(56:08) Over the weekend Jason tweeted, “Terrify your investors in 5 words.” These were the best replies
On today's episode of VC Sunday School, Molly asks Jason about taking the leap on valuation (2:10) and best practices for strategic retreats (11:41). Then, Molly speaks with Meiling Gao and David Lu of Clarity Movement, to talk about their hardware for measuring air quality (33:25).
(0:00) Jason and Molly intro today’s show!
(2:10) VCSS: Taking the leap on valuation
(10:28) Embroker - Get an extra 10% off insurance for your business at https://Embroker.com/twist
(11:41) VCSS: strategic retreats
(27:44) Microacquire - Sell your business with no fees at https://try.microacquire.com/twist
(29:01) VCSS Bonus Round: Does age matter in founders?
(32:15) Molly tees up This Week in Climate Startups
(33:25) TWiCS: David Lu + Meiling Gao of Clarity Movement
(38:00) Brave - download Brave today at https://brave.com/twist to browse faster, search privately and so much more.
(39:17) TWiCS: More on Clarity Movement’s air pollution measurement hardware
(57:49) Outro + Plugs
Today, we cover the WSJ reporting on Amazon thinking of exiting the private-label business entirely (2:26). Then, Jason talks to FCC Commissioner Brendan Carr about banning TikTok in the US (15:23). And of course, we wrap with another episode of OK Boomer from Producer Rachel (56:17).
Check out BuzzFeed's report on TikTok: https://www.buzzfeednews.com/article/emilybakerwhite/tiktok-tapes-us-user-data-china-bytedance-access
(0:00) Jason and Molly tee up today’s show
(2:26) WSJ spoke to anonymous sources who told them Amazon is talking about exiting the private-label business entirely
(14:09) Vanta - Get $1,000 off automating your SOC 2 at https://vanta.com/twist
(15:23) Jason speaks with FCC Commissioner Brendan Carr about potentially banning TikTok in the US
(21:56) Prometheus - Go to Prometheusalts.com or download it on the App Store and use the access code TWIST to sign up!
(24:14) Reciprocity with a potential TikTok ban
(31:55) UserTesting - Get real human insights from customers, try for free today at https://usertesting.com/twist
(33:06) Should the military ban on TikTok mean it should be banned by Google and Apple?
(44:40) Concerns over DJI drones
(56:17) Producer Rachel tees up this week’s OK Boomer segment
(1:01:10) OKB: Producer Rachel speaks with Eric Button, co-founder of Contrast
(1:20:42) Outro + Plugs
Today, Jason makes his first investment in our new Jay Trading segment (which is not investing advice), and Jason and Molly break it down (3:22). Then, we do a little segment called “Series A & M&A” (24:40)! We also cover Stripe’s 409A valuation (37:52). And of course, we have to cover the Netflix + Microsoft partnership (45:50). Finally, we wrap with Peloton outsourcing their hardware manufacturing (57:00).
(0:00) Jason and Molly tee up today’s show!
(3:22) Jay Trading: Bill Gurley bought ~1M shares of Stitch Fix yesterday for a total of $5.4M and the stock popped as much as 15% on the news
(14:17) Liquid I.V. - Feel better faster. Get 25% off at https://liquid-iv.com using promo code TWIST
(15:30) Talking revenue and profit
(23:18) Wealthfront - Get your first $5,000 managed for free, for life at https://wealthfront.com/TWIST
(24:40) Series A and M&A: You.com
(35:59) Harmonic - Get $4000 off at harmonic.ai/twist
(37:52) WSJ reports that Stripe just cut its internal valuation by 28%
(45:50) Netflix named Microsoft as its global advertising technology and sales partner
(57:00) Peloton is going to stop making its own bikes and tread machines, opting to outsource all manufacturing to Taiwan
(1:06:00) M&A: Battery Ventures announced a $3.8 billion raise
(1:15:07) Outro + Plugs
Today we kick off our new series, "The Blueprint." Jason gives practical advice on how to brand yourself (1:33). Then, Jason sits down with Stanford professor and author Jeffrey Pfeffer to talk about his new book, "7 Rules of Power: Surprising--but True--Advice on How to Get Things Done and Advance Your Career" (14:36).
(0:00) Jason tees up today’s show!
(1:33) The Blueprint E1: branding yourself
(13:39) Visa. Learn more about Visa’s online Small Business Hub at Visa.com/smallbusinesshub.
(14:36) Jeffrey Pfeffer speaks about his book “7 rules of Power”
(28:26) LinkedIn Marketing - Get a $100 LinkedIn ad credit at https://linkedin.com/thisweekinstartups
(29:56) Break the rules: Why are people so uncomfortable breaking the rules?
(37:41) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist
(38:58) Show up in a powerful fashion: body language
(41:45) Building a brand
(50:12) Use your power
(53:53) Trump using his power
(56:46) Once you have power, what you did will be forgiven forgotten or both
(1:01:42) Q&A: how do introverts exert power?
(1:02:46) Best networking tips
First, we break down the 3AC situation where the founders were reportedly MIA for about 12 hours (1:52). It’s a complex situation, and we try and make sense of it. Then, we cover Matt Taibbi’s deep-dive article on Circle (8:10). Jason also gives his thoughts on a recent Twitter thread about how to succeed as a low-level startup employee (33:27). And we wrap with a little M&A story from Spotify (40:50)!
(0:00) Jason tees up today’s topics!
(1:52) Bloomberg reported that liquidators in charge of handling Three Arrow Capitals bankruptcy have NOT been able to locate the founders
(8:10) Investigative reporter Matt Taibbi spent time researching the Crypto Crash, and warns against investing in Circle’s stablecoin USDC
(11:51) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
(13:08) Red flags Taibbi found
(24:11) Embroker - Get an extra 10% off insurance for your business at https://Embroker.com/twist
(25:25) Making sense of the crypto crash
(32:16) Assure - To get 20% off your first Special Purpose Vehicle (SPV) visit https://Assure.co/twist
(33:27) Zach Weinberg had an interesting thread about how to stand out as a low or mid-level startup employee
(40:50) Spotify has acquired a Wordle-like daily game for your ears called: Heardle!
(46:56) Previewing the week ahead
(53:17) Outro + Plugs!
Today we talk about the Elon Musk & Twitter deal-or-no-deal (2:14). Then we get into two big pieces of Uber news today: first, over a hundred thousand leaked documents about Uber’s aggressive expansion efforts back in the early days (20:47), and second, present-day Uber under Dara is testing out geo-located ads (33:18). Finally, we’ve also got some insider dirt from Apple’s autonomous car efforts (49:20).
(0:00) Jason and Molly intro today’s show
(2:14) Elon Musk calls off the Twitter deal
(12:49) Dell For Startups - Apply for Dell for Startups and get an additional 10% off of all Dell Latitude products at http://dell.com/twist
(13:58) Is Twitter a niche product?
(19:28) This podcast is sponsored by BetterHelp - Get 10% off your first month at https://betterhelp.com/twist
(20:47) The Guardian obtained 124,000 leaked internal documents from Uber’s global expansion phase under Travis
(32:04) Thorne - Personalized, science-back wellness. Get 10% off your first order at thorne.com/u/TWIST
(33:18) Uber is testing its ad business
(49:20) Apple Car project has faced repeated setbacks
(58:39) Outro + Plugs
For today's VC Sunday School, Jason asks Molly what she's learned in her first six months as a venture capitalist (1:59). Then, on This Week in Climate Startups, Molly speaks with siblings Steven and Zora Chung of ReJoule about EV battery recycling (18:52).
(0:00) Jason and Molly intro the show
(1:59) VCSS: Molly’s first 6 months as an investor recap
(14:06) Bubbles - Get your point across with unlimited screen and video recordings for free at https://usebubbles.com/twist
(15:24) Toss to TWiCS
(18:52) TWiCS: Zora and Steven Chung, co-founders of ReJoule
(22:51) Brave - Download Brave today at http://brave.com/twist to browse faster, search privately and so much more
(24:08) Explaining the ReJoule technology like we’re 10
(30:03) iTrust Capital - Visit https://itrust.capital/twist to create your Crypto IRA today
(31:06) What’s ReJoule’s business model?
(44:18) Outro + Plugs
Today, Jason sits down with Frost Giant CEO Tim Morten to discuss the gaming business models, Esports, and more (1:50). Then, on this week's OK Boomer segment, Producer Rachel speaks with Richard Mensah, co-founder of Salley, about being an international founder (1:09:45).
(0:00) Jason and Molly introduce today’s show
(1:50) Jason speaks with Production Director & CEO of Frost Giant, Tim Morten
(11:15) PolicyGenius - Head to https://www.policygenius.com to get your free life insurance quotes and see how much you could save
(12:25) Running a game studio as a startup
(21:54) Vanta - Get $1,000 off automating your SOC 2 at https://vanta.com/twist
(23:09) Business model changes in the gaming industry
(30:40) Intercom - Get advanced Intercom features and Early Stage Academy at a 95% discount https://www.intercom.com/early-stage
(32:56) Raising money as a gaming startup
(1:09:45) Producer Rachel tees up this week’s OK Boomer
(1:12:37) OKB: Richard Mensah, Co-Founder of Salley, on being an international founder
(1:36:51) Outro + Plugs
First, we cover some breaking news: Theranos ex-president Sunny Balwani has been found guilty of fraud (2:27). Then we dive into crypto: those responsible for the lack of crypto regulation in the US might also have significant crypto investments themselves, and the US is currently trying to change that (13:42). Then a big class-action lawsuit hits Solana and takes aim at VCs (23:09). But it's not all bad news, we cover the Turkish government claiming it just discovered almost 700M metric tons of rare earth materials (39:29). And finally, our startup of the day is a job board for warehouse workers (49:27)!
(0:00) Jason and Molly tee up today’s topics!
(2:27) Sunny Balwani found guilty of fraud
(12:26) Microsoft for Startups Hub - Apply in 5 minutes, no funding required, sign up at http://aka.ms/thisweekinstartups
(13:42) US officials that invest in crypto can’t work on crypto-related policies and regulation that could affect the value of their assets
(21:42) Masterworks - Skip the waitlist to invest in art using promo code TWIST at https://Masterworks.io/twist
(23:09) Key players in the Solana ecosystem are being accused of illegally profiting off the blockchain’s token SOL
(36:05) Crypto firm Uprise lost 99% of customer funds trying to short LUNA tokens during the Terra/Luna collapse last month
(38:12) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
(39:29) The Turkish government is claiming it just discovered almost 700M metric tons of rare earth materials
(49:27) SotD: Traba has a job board that helps entry-level workers find shifts at fulfillment centers and event venues
(53:41) Outro + Plugs!
Molly is out today, but don’t worry- we still have crypto news to cover. Crypto firm Voyager Digital filed for bankruptcy (2:14), and crypto loan company Celsius paid some debts (10:43). Finally, Jason takes some questions in today’s Ask Jason segment (25:35)!
Voyager Bankruptcy Filing: https://cases.stretto.com/public/x193/11753/PLEADINGS/1175307062280000000036.pdf
(0:00) Jason introduces today's show!
(2:14) Crypto Update: Voyager Digital filed Chapter 11 bankruptcy late last night
(9:31) Embroker - Get an extra 10% off insurance for your business at https://Embroker.com/twist
(10:43) Celsius just unlocked 2000 “wrapped Bitcoin” (~$40M worth) by paying down ~$183M of debt to another crypto lender
(24:21) Thorne - Personalized, science-back wellness. Get 10% off your first order at thorne.com/u/TWIST.
(25:35) Ask Jason: Jason answers your questions
(26:27) Would you ever apply to Shark Tank as a judge or create your own version with the besties?
(29:23) Trying to bootstrap as long as possible, but when is it ok to quit your day job?
(34:16) Indochino - Get $50 off any purchase of $399 or more by using code TWIST at checkout https://www.indochino.com
(35:34) When a previous investment asks for more money, how do you decide whether or not to double down?
(41:56) I’m about to raise a seed round… should growth be the target or generating positive cash flow?
(45:04) What current FAANG CEOs would you like to interview? What insights would you look for?
(48:00) What are “pre” and “post” money?
(48:43) Do you entertain pro-rata multiples?
(58:31) How is the electric bike effort going?
(1:04:00) What Gen Z startups have excited you from the OK Boomer segment or your staff?
(1:11:31) Outro + Plugs
On today's show, Molly and Jason catch up after the long weekend (0:00) before breaking down how the new "Minions" movie broke a box office record by using TikTok, catchy hooks, and viral marketing (5:19). They also cover TikTok dropping plans to expand its ecommerce platform into the US and Europe (29:52), before covering the "Chips Act" stalemate and discussing how we should reframe semiconductor manufacturing and energy independence as national defense issues (35:50).
Links referenced in the show:
https://www.frontiersin.org/articles/10.3389/fnhum.2021.578644/full
https://www.bloomberg.com/opinion/articles/2022-07-04/chipmakers-and-us-congress-are-playing-a-stupid-game-of-chicken
For today's VC Sunday School, Molly asks Jason about what makes a venture scale business (2:20). Then, for This Week in Climate Startups, Molly sits down with Matt Duesterberg, co-founder of OhmConnect (19:38).
(0:00) Jason and Molly tee up today’s show
(2:20) VCSS: What is a “venture scale business”?
(12:15) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist
(13:31) More on being venture scale
(17:35) Molly tees up This Week in Climate Startups
(19:38) TWiCS Molly speaks with Matt Duesterberg, co-founder of OhmConnect
(26:14) Odoo - Get your first app free and a $1000 credit at https://odoo.com/twist
(27:25) How is OhmConnect paid?
(32:10) Microacquire - Sell your business with no fees at https://try.microacquire.com/twist
(33:27) OhmConnect energy savings, Gigawatt v. terawatt, $55M Series D
(46:02) Thanks for tuning in, and have a happy 4th!
First, we cover an update from the BlockFi CEO denying that FTX is buying them for $25N (2:33), and we have a couple more crypto quick hits (5:51) before we touch on Sequoia's largest investments being down 70% (34:01). Klarna is raising way down at a $6B valuation (45:23), Zoom is looking to expand beyond video conferencing, (54:50), and the FCC approved Starlink to supply internet to moving vehicles (57:40). Finally, Rachel speaks with co-founder and CEO of Stages, Jared Downing, for this week's OK Boomer (1:08:23).
(0:00) Jason and Molly tee up today’s show!
(2:33) More info on BlockFi/FTX sale: CEO of BlockFi denied $25M sale to FTX
(5:51) Crypto exchange CoinFlex having public feud w/investor who had a reported $47M loan from the company
(12:34) Vanta - Get $1,000 off automating your SOC 2 at https://vanta.com/twist
(13:44) More on contracts
(17:40) CFTC charged Mirror Trading International for fraud over promise of passive income returning 10% a month
(26:44) Helpware - Go to https://helpware.com/TWIST to get $1000 off your first invoice
(27:54) OneCoin not on blockchain and had no real value
(32:43) BairesDev - Go to https://www.baires.dev/twist and get $10k off when you sign your first contract
(34:01) Two of Sequoia’s largest investments, Unity and DoorDash, have each fallen over 70% off their public peaks
(45:23 Swedish BNPL startup Klarna is raising at $6.5B - 1/7th of what they were valued June 2021
(51:48) Breaking: BlockFi says it will be bought by FTX for up to $240 million
(54:50) Zoom looking to expand outside of just video conferencing
(57:40) SpaceX gets new FCC Starlink authorization for trucks and boats!
(1:06:21) Producer Rachel tees up this week's OK Boomer segment
(1:08:23) OKB: Jared Downing, co-founder, and CEO of Stages (a live-streaming platform)
(1:28:43) Outro + Plugs (Bye Producer Justin! We'll miss you)
First, we talk about Meta’s new Facebook Groups overhaul that looks like Discord (2:35). Then we touch on Sequoia raising over 2 billion for its US venture and growth funds (20:31) and FTX acquiring BlockFi for $25M, 99% below their last private valuation (32:08). For our We Live in the Future, the MLB is looking to automate home plate umpires by 2024 (52:17). Finally, it appears Subtstack is making some cuts after saying it wouldn’t (1:04:48).
(0:00) Jason and Molly intro the show!
(2:35) Meta copying discord with new Facebook feature
(12:48) Zapier - Try for free today at https://zapier.com/TWIST
(14:05) Probably don’t work for Facebook or meet with them
(19:20) UserTesting - Get real human insights, try for free today at https://usertesting.com/twist
(20:31) Sequoia raising $2.25B across 2 new funds
(30:50) Grammarly - Sign up for a free account at https://grammarly.com/TWIST to sign up for a free account!
(32:08) FTX acquiring BlockFi for ~$25 million - 99% below BlockFi’s last private valuation
(52:17) WLiTF: MLB will likely introduce robot umpires in 2024
(1:04:48) Substack cuts 14% of staff
(1:18:13) Outro + Plugs!
Today, Jason is joined by the hosts of “What are your thoughts?” Downtown Josh Brown (CEO of Ritholtz Wealth Management) and Michael Batnick (Managing Partner at Ritholtz Wealth Management). They discuss the Knicks (1:22), Podcasting (14:25), markets (26:20), Disney (37:52), and more. Finally, Jason takes some audience questions (44:50).
(0:00) Cold Open
(1:22) Downtown Josh Brown & Michael Batnick join Jason: catching up and talking basketball
(13:10) Coda - The All-in-one doc for teams, get a $1,000 credit at https://coda.io/twist
(14:25) Audio as a media business
(18:50) Why can’t the Knicks get great young talent to want to come?
(20:35) ActiveCampaign - Get 10% off your ActiveCampaign subscription today at https://activecampaign.com/promo/twist
(21:46) What’s it like being involved with the Warriors?
(26:20) Market dynamics
(36:25) LinkedIn Marketing - Get a $100 LinkedIn ad credit at https://linkedin.com/thisweekinstartups
(37:52) Building a Disney position
(44:50) Questions from the audience: Jason’s thoughts on RobinHood
(59:12) Most exciting recent investment for Jason
(1:06:30) Last question
(1:07:30) Outro
First, we dig into the crypto contagion where FTX CEO Sam Bankman-Fried is stepping in to backstop crypto lenders (2:56). Then, we check in on the billions of dollars sitting in SPACs- remember those (39:27)? We do a quick hit on the venture market drying up in Q2 (54:27) before we get into our We Live in the Future: a mockup of a SkyCruise luxury airliner that uses nuclear power and never lands (1:16:36).
(0:00) Jason and Molly tee up today’s show!
(2:56) FTX CEO Sam Bankman-Fried seems to be acting as the crypto industry's personal backstop right now
(11:25) Embroker - Get an extra 10% off insurance for your business at https://Embroker.com/twist
(12:38) Reaction to SBF crypto bailouts/loans
(17:47) Traders short Tether: According to WSJ, multiple hedge funds have shorted Tether in trades worth hundreds of millions of dollars
(22:24) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
(23:41) Tether’s CTO’s tweet storm
(33:52) Thorne - Personalized, scientific wellness. Go to https://Thorne.com/u/TWIST
(35:08) Gary Gensler clip: “tokens have key assets of securities besides bitcoin”
(39:27) Well over $100B sitting in SPACs looking for companies to invest in
(54:27) VC funding is down to the lowest levels since 2020
(1:16:36) WLITF: SkyCruise, a flying hotel that never lands
(1:23:30) Coming up on This Week in Startups
Today, we bring on Kim Clark, an attorney at Legal Voice, who reached out to Molly after listening to our shows last week that mentioned the impacts of surveillance on healthcare privacy, notably abortion (2:13). And in related news, today’s Startup of the day is Stardust, an end-to-end encrypted Period Tracking App (39:13). Then, we cover a non-Roe v. Wade story: Zendesk will be acquired by an investor group in an all-cash transaction valuing it at around $10.2B (42:45).
(0:00) Jason and Molly intro today’s show!
(2:13) Roe v. Wade overturned: Kim Clark, Senior Attorney at Seattle-based Legal Voice, joins to discuss
(10:51) LinkedIn - Post your first job for free at https://linkedIn.com/twist
(12:06) Digital surveillance of pregnant women or women trying to become pregnant
(24:07) Bubbles - Get your point across with unlimited screen and video recordings for free at https://usebubbles.com/twist
(25:24) Period tracking apps and user data
(27:06) Medication abortions
(31:42) Wealthfront - Get your first $5,000 managed for free, for life at https://wealthfront.com/TWIST
(33:00) Best thing to do if you care about this issue
(39:13) Startup of the Day: Stardust, a privacy-first Period Tracker App
(42:45) Zendesk has agreed to be acquired by investor group in all-cash transaction valuing it at around $10.2 billion
(51:15) We’re doing our 12-week Founder University program! Head to founder.university and sign up
For today's VC Sunday School, Molly asks Jason about co-investing with other VC firms (3:11). Then for This Week in Climate Startups, Molly sits down with REGENT co-founder Billy Thalheimer to talk about the ins and outs of their electric sea gliders (29:46).
(0:00) Jason and Molly tee up today’s show!
(3:11) VC Sunday School: Co-investing with other VC firms, how and when to do it
(12:59) Swag.com - Visit https://swag.com/twist and use code TWIST for 10% off your order!
(14:16) Co-investing in a down market + the manners of sharing deal flow
(21:29) BetterHelp - Get 10% off your first month at https://betterhelp.com/twist
(22:49) More on sharing deal flow
(26:21) Toss to This Week in Climate Startups
(29:46) TWiCS: Billy Thalheimer, co-founder of REGENT, on their electric sea gliders
(39:52) Microsoft for Startups Hub - Apply in 5 minutes, no funding required, sign up at http://aka.ms/thisweekinstartups
(41:01) REGENT sea gliders’ physics + regulatory benefits
(58:45) Outro
Today, Jason sits down with the anonymous account Praying For Exits — they discuss everything going on in markets, crypto, startup valuations post-crash, and even what was behind the All in podcast controversy (3:09). Then, Producer Rachel sits down with Anisha Sunkerneni of Cyphr VC to talk about NFT NYC and navigating tech events (1:13:30).
(0:00) Jason and Molly intro today’s show!
(3:09) Jason sits down with the anonymous account Praying For Exits
(13:01) Microsoft for Startups Hub - Apply in 5 minutes, no funding required, sign up at http://aka.ms/thisweekinstartups
(14:15) Valuations of crypto companies with no product in market: the fault of VCs or founders?
(20:23) Intercom - Get advanced Intercom features and Early Stage Academy at a 95% discount https://www.intercom.com/early-stage
(21:40) Mr. Exits on earlier stage valuations + remote work
(35:57) Vanta - Get $1,000 off automating your SOC 2 at https://vanta.com/twist
(37:06) Mr. Exits asks Jason some questions
(1:08:11) Toss to OK Boomer
(1:13:30) OKB: Producer Rachel sits down with Anisha Sunkerneni of Cyphr VC to talk about NFT NYC and navigating tech events
(1:41:02) Outro
Today we bring on Lon Harris to discuss the Obi-Wan Kenobi finale (2:23), then we do a quick hit on the FDA taking action against Juul (42:14). Finally, Molly chats with AJ Loiacono from Capital RX, who is laser-focused on increasing transparency in prescription drug pricing (55:26).
(0:00) Jason and Molly intro today’s show
(2:23) Lon Harris joins to recap the Obi-Wan Kenobi finale
(10:45) BairesDev - Go to https://www.baires.dev/twist and get $10k off when you sign your first contract
(11:58) Favorite scenes from the Obi-Wan finale
(27:21) Thorne - Personalized, scientific wellness. Go to https://Thorne.com/u/TWIST
(28:35) Thoughts on the Obi-Wan series and finale, will they make live-action clone wars?
(34:50) AdQuick - Visit https://adquick.com/twist and mention TWIST to get $1000 off your first campaign.
(36:07) Discussing the franchise value of Star Wars
(39:56) Jason’s previous Obi-Wan prediction
(42:14) FDA is banning the sale of Juuls in the US (other e-cigarettes will still be available though)
(54:05) Toss to Molly’s interview with AJ Loiacono
(55:26) AJ Loiacono, CEO of Capital RX, who is laser-focused on increasing transparency in prescription drug pricing
(1:40:14) Outro: coming up later this week
Today we kick it off with a discussion of BuzzFeed’s reporting on TikTok, and we debate if there are real risks to worry about here (2:04). Then, we discuss Amazon forecasting it will run out of workers in some of the cities it operates in (37:16). Finally, we talk about some of the ways we are reducing our consumption (43:55).
(0:00) Jason and Molly tee up today’s topics!
(2:04) TikTok: BuzzFeed News investigation revealed 8 internal TikTok meetings showing that US data has been repeatedly accessed from China
(11:40) Odoo - Get your first app free and a $1000 credit at https://odoo.com/twist
(12:52) Hot Takes: should the US ban TikTok?
(19:51) Coda - The All-in-one doc for teams, get a $1,000 credit at https://coda.io/twist
(21:04) NYT suggests the Chinese government is investing massively in surveillance
(36:09) AdQuick - Visit https://adquick.com/twist and mention TWIST to get $1000 off your first campaign.
(37:16) Amazon leaked memo from 2021 said the company was in danger of running out of people to hire in warehouses by 2024
(43:55) Ways Jason and Molly are reducing their consumption
(51:10) Coming up later this week
There’s been some crazy news in Crypto, so we bring on Vinny Lingham, an early investor in Solana, who runs a startup that encrypts identity information on the blockchain called Civic. We dig into NFT NYC (8:24), the fiasco on Solend protocol (22:29), and how South Korean prosecutors have instituted a flight ban for employees while they investigate the $40 billion collapse (45:54). Finally, we talk about how, despite all of this, the Solana NFT Marketplace Magic Eden still raised $130 million at a $1.6 billion valuation (51:04).
(0:00) Jason and Molly introduce today’s show!
(2:18) Weekend banter with Jason and Molly
(8:24) Crypto Update: Solana Whale, NFT NYC, and Magic Eden w/ Vinny Lingham
(13:58) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/TWIST
(15:13) The crypto drawdown: Vinny’s thoughts
(21:21) Notion - Get started for free at https://notion.com/thisweekinstartups
(22:29) DeFi protocol built on Solana, called Solend, voted to take over a “whale” account on Sunday, which accounts for ~95% of the platform’s total deposits
(35:29) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist
(36:34) Should humans be able to intervene on crypto systems?
(45:54) South Korean prosecutors have BANNED Terraform Labs employees from leaving the country with a flight ban
(51:04) Solana-based NFT marketplace Magic Eden has raised a $130M Series B at a $1.6B valuation
(1:18:55) Outro: stories coming up this week
For this week's VC Sunday School, Molly asks Jason about when to take a meeting with a founder (2:18). Then for This Week in Climate Startups, Molly speaks with the CEO and Founder of Hyfé Foods, Michelle Ruiz (16:43). Finally, as we're off tomorrow, we wrap with a couple of Juneteenth book recommendations (44:15).
(0:00) Jason and Molly intro today’s show!
(2:18) VCSS: When to take a founder meeting
(12:00) LinkedIn Marketing - Get a $100 LinkedIn ad credit at https://linkedin.com/thisweekinstartups
(13:18) Investing internationally: Sequoia announced an $850 million southeast Asia fund and a $2 Billion India fund
(16:43) TWiCS: Michelle Ruiz, CEO + Founder of Hyfé Foods
(21:15) Embroker - Get an extra 10% off insurance for your business at https://Embroker.com/twist
(22:28) Breaking down the process of wastewater + how Hyfé Foods capitalizes
(32:13) BairesDev - Go to baires.dev/twist and get $10k off when you sign your first contract
(33:27) More on Hyfé Foods’ process to make flour
(44:15) Outro: Juneteenth book recommendations
Today, we recap the Warriors' finals win (2:50) with some potential takeaways for founders (14:00). Next, Jason speaks with Jesse Powell: founder, and CEO of crypto exchange Kraken, and they discuss the state of crypto and the recent hit piece the NYT published on him (48:06). For this week's OK Boomer segment, Producer Rachel sits down with Alexander Olesen, co-founder, and CEO of Babylon Micro-Farms (2:07:41).
(0:00) Jason and Molly tee up today’s show!
(2:50) Warriors win! Recapping the Warriors’ finals run
(12:47) ActiveCampaign - Get 10% off your ActiveCampaign subscription today at https://activecampaign.com/promo/twist
(14:00) Downmarket: what can you do? Lessons founders can learn from the Warriors’ leadership
(22:37) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
(23:55) Work harder, work smarter
(30:25) Microsoft for Startups Hub - Apply in 5 minutes, no funding required, sign up at http://aka.ms/thisweekinstartups
(31:41) Toss to Jason’s interview with Jesse Powell, founder, and CEO of Kraken
(48:06) Jesse Powell speaks with Jason about his NYT hit piece, crypto, and company culture
(2:02:04) Recapping Jesse Powell + Toss to OK Boomer with Alexander Olesen, CEO, and Co-Founder of Babylon Micro-Farms
(2:07:41) OKB: Producer Rachel speaks with Alexander Olesen
(2:26:00) Outro
It’s Thursday, so we talk all about streaming with our guy Lon Harris! Spoiler alert as we dive into Obi-Wan Kenobi E5 (1:53) and Star Trek E4-5 (34:48). We cover Disney losing cricket streaming rights in India (41:44) and Apple acquiring MLS soccer rights (50:48). Finally, we hit on an internal memo that shows Facebook plans to be more like TikTok (57:17).
0:00) Jason and Molly tee up today’s streaming news with Lon Harris!
1:53) Obi-Wan Kenobi E5: sharing thoughts on the episode (SPOILERS)
13:52) Vanta - Get $1,000 off automating your SOC 2 at https://vanta.com/twist
15:03) Obi-Wan: plot holes or symmetry + murder of children in television shows
20:58) Ourcrowd - Check out the deal of the week at https://ourcrowd.com/twist
22:04) Clunkiness in Obi-Wan: is it because of their real-time virtual production technology?
33:44) Liquid I.V. - Feel better faster. Get 25% off at https://liquid-iv.com using promo code TWIST
34:48) Star Trek Strange New Worlds E4-5: thoughts on the show (SPOILERS)
41:44) Disney won bid to broadcast Indian cricket for $3B but lost streaming rights
50:48) Apple signed deal w/Major League Soccer to stream every match for 10 years starting in 2023
57:17) Facebook wants to be TikTok, revealed in an internal memo according to The Verge
First, we’ll dig into the creator economy: Youtube shorts almost has as many users as TikTok (3:06), and Twitch is changing how they pay creators (24:00). We quickly hit on some breaking news as The Federal Reserve approved its steepest interest rate increase since 1994 and signaled it would continue lifting rates this year at the most rapid pace in decades (38:20). The crypto contagion continues, so we’ll give an update (41:50) and discuss the full context of MicroStrategy CEO Michael Saylor’s Bitcoin comments in 2021 (54:13). And we can’t leave without talking about Aliens. China thinks it has a sign (1:16:24).
(0:00) Jason and Molly introduce today’s show
(3:06) YouTube Shorts are gaining ground on TikTok
(13:59) Swag.com - Visit https://swag.com/twist and use code TWIST for 10% off your order!
(15:05) TikTok’s owner Bytedance has generated massive revenue across TikTok and its Chinese counterpart Douyin
(22:44) Coda - The All-in-one doc for teams, get a $1,000 credit at https://coda.io/twist
(24:00) Twitch is expanding its ad incentive program for creators
(37:09) Odoo - Get your first app free and a $1000 credit at https://odoo.com/twist
(38:20) BREAKING: Federal Reserve approved largest interest rate increase since 1994, signaled it would continue lifting rates this year at the most rapid pace in decades
(41:50) The crypto contagion seems to be accelerating
(54:13) MicroStrategy CEO Michael Saylor’s comments on Bitcoin from March 2021
(1:16:24) China thinks it may have detected signals from an Alien civilization
Today, we kick off the episode with Coinbase’s several hundred-person layoffs (3:23) and the EU’s crypto regulation in progress (23:15). We cover Netflix talking with Roku to help run its planned ad-supported tier (35:18). Our Startup of the Day is Catholic Prayer and mediation app Hallow, partnered with Mark Wahlberg for promotion (41:03). We’ll also showcase Prey, a company that helps protect laptops from theft, which our producer Justin should’ve used in his recent burglary (47:57).
(0:00) Jason and Molly tee up today’s news stories
(2:30) Apply today to Remote Demo Day - at remotedemoday.com and pitch +10K investors of thesyndicate.com, and close your round
(3:23) Coinbase laid off 18% of its staff after a crazy few weeks in the crypto space
(14:44) Wealthfront - Get your first $5,000 managed for free, for life at https://wealthfront.com/TWIST
(15:59) Looking at Coinbase’s strongest quarter to date
(22:01) Thorne - Personalized, scientific wellness. Go to https://Thorne.com/u/TWIST
(23:15) EU Crypto Regulation is approaching
(34:02) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist
(35:18) Netflix has reportedly reached out to competitors like Roku and Comcast for help with ad sales
(41:03) SOTD: Catholic prayer app Hallow raised $52M and has ads featuring Mark Wahlberg
(47:57) WLitF: Prey app + Producer Justin’s robbery story
On today's show, Jason and Molly cover crypto losing $200B from its total market cap this weekend (14:51) and Binance pausing withdrawals of Bitcoin for almost 4 hours this morning (29:53). We also quickly talk about a Google engineer claiming Google's AI chat bot has become sentient (38:15). For our We Live in the Future, we cover Amazon announcing drone delivery for later this year (48:52). Finally, we wrap on our Startup of the Day: Magic Spoon, a high-protein cereal maker (53:57).
(0:00) Jason and Molly tee up today’s news stories
(2:44) Catching up with Jason and Molly (hikers vs mountain bikers, rattlesnakes)
(13:51) Ourcrowd - Check out the deal of the week at https://ourcrowd.com/twist
(14:51) Crypto lost $200B from total market cap this weekend, major currencies are down ~25% over past week
(28:42) Assure - To get 20% off your first Special Purpose Vehicle (SPV) visit https://Assure.co/twist
(29:53) Binance paused withdrawals of Bitcoin for almost 4 hours earlier this morning
(37:06) AdQuick - Visit https://adquick.com/twist and mention TWIST to get $1000 off your first campaign.
(38:15) Google’s AI is sentient according to engineer Blake Lemoine
(48:52) WLitF: Amazon announced they will officially launch drone delivery this year
(53:57) SotD: Magic Spoon (high-protein cereal maker) raised a $85M Series B
For today’s VC Sunday school, Molly asks Jason about valuation- valuing startups (1:44). Then for This Week in Climate Startups, Molly sits down with Ryan Shearman, CEO of Aether, to talk about how Aether makes diamonds using carbon extracted from the atmosphere (37:22).
(0:00) Cold Open
(1:44) VCSS: Valuation- reconsidering valuation, estimating valuation as a function of multiples
(13:16) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
(14:33) Why are some companies so secretive about their valuation?
(23:17) BetterHelp - Get 10% off your first month at https://betterhelp.com/twist
(24:31) Bridges, seed extensions, pre-series A
(30:38) Microsoft for Startups Hub - Apply in 5 minutes, no funding required, sign up at http://aka.ms/thisweekinstartups
(31:54) Toss to This Week in Climate Startups
(37:22) TWiCS: Ryan Shearman, CEO of Aether (making diamonds from atmospheric carbon)
Today, Lon Harris joins for This Week in Streaming and we talk about Obi-Wan Kenobi Episode 4 (1:49), then we cover some Disney news as they fire their head of General Entertainment Content, Peter Rice (43:05), and enter a bidding war to keep their rights to Indian Cricket (48:30). We wrap with a segment of OK Boomer: this week Producer Rachel sits down with Capri Wheaton, founder, and CEO of Dressd, a peer-to-peer clothing rental service (1:06:37).
(0:00) Jason and Molly tee up today’s show!
(1:49) This Week in Streaming with Lon Harris: “Obi-Wan Kenobi” ep. 4 (SPOILERS)
(13:06) Intercom - Get advanced Intercom features and Early Stage Academy at a 95% discount https://www.intercom.com/early-stage
(14:22) Predicting where “Obi-Wan Kenobi” is headed
(20:35) Gun.io - Get $250 off your first developer hire at https://Gun.io/twist!
(21:51) More predictions for “Obi-Wan Kenobi”
(34:33) Embroker - Get an extra 10% off insurance for your business at https://Embroker.com/twist
(35:48) What’s working with “Obi-Wan Kenobi”, what isn’t working?
(43:05) Disney has fired Peter Rice, who was Chairman of Disney’s General Entertainment Content (basically the head of Disney’s TV division)
(48:30) Disney is about to enter a bidding war to keep its rights to Indian cricket, which is HUGE for its Disney Plus subscriber count
(1:01:50) Toss to OK Boomer with Producer Rachel and Capri Wheaton
(1:06:37) OKB: Capri Wheaton, founder + CEO of Dressd (peer-to-peer clothing rental)
Today, Deirdre Bosa from CNBC joins Molly to talk about Twitter’s plans to comply with Musk’s demands for data (1:28), Apple being its own bank for Apple Pay Later (17:15), and Facebook's parent Meta changing its ticker to META (32:19). To wrap up, Jason and Molly interview Kalshi co-founder and CEO Tarek Mansour, where they talk about Kalshi building the first CFTC regulated predictions market (39:11).
(0:00) Deidre Bosa joins Molly Wood to cover today’s tech news!
(1:28) Twitter plans to comply with Musk’s demands for data
(10:02) Indochino - Get $50 off any purchase of $399 or more by using code TWIST at checkout https://www.indochino.com
(11:18) Will the Elon/Twitter deal just end up in the legal system?
(17:15) Apple Will Handle Lending Internally for its new Apple New Pay Later Service
(21:01) Vanta - Get $1,000 off automating your SOC 2 at https://vanta.com/twist
(22:14) Will this open up Apple to more anti-trust scrutiny?
(31:08) Ourcrowd - Check out the deal of the week at https://ourcrowd.com/twist
(32:19) The Facebook parent Meta changed its ticker to META
(38:33) Toss to our interview w/ Kalshi co-founder + CEO Tarek Mansour
(39:11) Tarek Mansour joins to speak about Kalshi, the first CFTC regulated predictions market
(1:26:39) If you are a founder pre-series A, you are invited to our Founder University Two-Day intensive on June 13-14!
Today, we talk about Flexport Founder Ryan Petersen bringing on Amazon’s Dave Clark to be CEO (2:56). Then, we discuss Bird laying off almost a quarter of their team (17:32), and we talk about Twitter working on a bring-your-own algorithm feature (28:24). Our Startup of the Day is Multiverse, a startup building a pipeline of apprenticeships as a college alternative (37:47). We cover Citadel getting into crypto (47:25) and SEC Chair Gary Gensler hinting there might be some overhauls coming to payment for order flow (54:33). We end with a recap of Jason on Megyn Kelly’s show (1:00:10) and Kara Swisher leaving NYT for Vox (1:17:07).
(0:00) Jason and Molly tee up today’s tech news
(2:56) Flexport founder, Ryan Petersen announced that he recruited the former Amazon Consumer CEO Dave Clark to join Flexport
(10:27) Coda - The All-in-one doc for teams, get a $1,000 credit at https://coda.io/twist
(11:42) Climate tech being driven by consumers, wrapping up Flexport story
(17:32) Bird to lay off 23% of its staff, accounting for ~138 workers
(27:09) Odoo - Get your first app free and a $1000 credit at https://odoo.com/twist
(28:24) Twitter working on custom timelines according to app researcher Jane Wong
(36:33) ActiveCampaign - Get 10% off your ActiveCampaign subscription today at https://activecampaign.com/promo/twist
(37:47) SotD: Multiverse - Companies like Microsoft, Citi, and Verizon are opening up new career pathways without college using the Apprenticeship matching startup Multiverse
(47:25) Citadel Securities Is Building a Crypto Trading Marketplace (According to Coindesk Sources)
(54:33) SEC Chair Gary Gensler hinted that there might be some overhauls coming to PFOF (payment for order flow)
(1:00:10) Jason on Megyn Kelly
(1:17:07) Kara Swisher leaving NYT for Vox
(1:24:17) If you are a founder pre-series A, you are invited to our Founder University Two-Day intensive on June 13-14!
BuzzFeed is tanking- we talk about what it means for its employees and the company (2:07). Next, we discuss Uber Eats coming for GoldBelly (23:51), then we cover the EU mandating that USB-C ports be standard by 2024 (36:17). We close out the show with our Startup of the Day in the sports space (41:21) and a We Live in the Future in the ear transplant space (49:42).
0:00 Jason and Molly tee up today’s news stories
2:07 BuzzFeed shares dropped 41%, their worst one-day % drop
11:23 OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist
12:37 “Media + something,” making media viable
22:34 Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/TWIST
23:51 Uber Eats coming for GoldBelly
35:03 Thorne - Personalized, scientific wellness. Go to https://Thorne.com/u/TWIST
36:17 European Parliament ruled USB Type-C port standard for all EU mobile phones, tablets, and cameras by Fall 2024
41:21 SotD: Religion of Sports, sports media production company co-founded by Tom Brady, Michael Strahan and Gotham Chopra, raised $5M in Series B funding
49:42 WLitF: Texas woman received 3D printed ear transplant made from sample of her cells (3DBio Therapeutics)
56:45 If you are a founder pre-series A, you are invited to our Founder University Two-Day intensive on June 13-14!
Jason talks with independent candidate for California Governor Michael Shellenberger on what he wants to improve in California (2:57). Then, we cover Apple's 2022 WWDC (48:40). We cover the $2.35B of illicit funds laundered through Binance from hacks, investment frauds, and drug deals (1:27:25), and we touch on Elon Musk accusing Twitter of withholding bot information (1:37:24). Finally, we cover Beijing wrapping up the Didi investigation (1:41:11).
(00:00) Jason and Molly introduce today's show!
(2:57) Michael Shellenberger, 2022 California gubernatorial candidate, sits down with Jason
(10:46) Notion - Get started for free at https://notion.com/thisweekinstartups
(12:03) Michael Shellenberger on capital allocators being loyal to CA
(22:35) Ourcrowd - Check out the deal of the week at https://ourcrowd.com/twist
(23:45) Michael Shellenberger on handling drug addiction and rehabilitation
(39:10) First Republic Bank - Discover what a long-term financial relationship can do for you. Visit https://firstrepublic.com/startup today to learn more.
(40:00) Molly’s skunk situation
(41:51) Recapping the Warriors’ finals game 2 victory
(48:40) Apple’s new features from the 2022 WWDC
(1:27:25) At least $2.35B of illicit funds laundered through Binance from 2017-2021 (according to Reuters)
(1:37:24) Elon Musk believes Twitter of withholding info about # of bots, threatening to walk away from $44B bid
(1:41:11) Beijing to wrap up Didi investigation (according to WSJ )
(1:48:42) If you are a founder pre-series A, you are invited to our Founder University Two-Day intensive on June 13-14!
First, in VC Sunday School Jason answers Molly’s questions about markups and markdowns (1:35), then in This Week in Climate startups, Molly talks with Coral Vita’s Sam Teicher about Coral Regeneration (33:37)
(00:00) Jason and Molly introduce today’s show!
(1:35) VCSS: Marking - what is it, who’s it for?
(11:20) Dell For Startups - Apply and get up to 45% off at http://dell.com/twist
(12:34) When do you mark down?
(21:11) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
(22:29) “What cash they put in, what cash they get out”
(32:31) Swag.com - Visit https://swag.com/twist and use code TWIST for 10% off your order!
(33:37) TWiCS: Coral Vita co-founder + chief reef officer Sam Teicher (coral regeneration)
Today we have a Warriors Game Recap (2:01), we discuss the new Apple emojis (11:29), and then we dive into more layoffs news: Coinbase and Loom rescinding job offers (26:34). Jason and Molly give tips on how to not get laid off (37:55), and then Producer Rachel closes out the episode with an OK Boomer segment with Skillbank founder and CEO Mehak Vohra (1:07:08).
(00:00) Jason and Molly tee up today’s show
(2:01) Recapping the Warriors' Finals game 1
(10:14) Embroker - Get an extra 10% off insurance for your business at https://Embroker.com/twist
(11:29) Discussing the new emojis
(25:02) LinkedIn Marketing - Get a $100 LinkedIn ad credit at https://linkedin.com/thisweekinstartups
(26:34) Coinbase/Loom rescinding offers + how to avoid layoffs
(36:41) Thorne - Personalized, scientific wellness. Go to https://Thorne.com/u/TWIST
(37:55) How to not get laid off, the employee perspective
(46:30) Layoffs from the manager’s perspective
(1:03:38) Toss to OK Boomer
(1:07:08) OK Boomer: Mehak Vohra, CEO + Founder of SkillBank
Today, we dive into Sheryl Sandberg leaving Meta (2:14), then Lon Harris joins for This Week in Streaming where we cover Kenobi episodes 1-3 (12:36). We talk about Disney’s response to racism (26:54), where the Star Wars sequels went wrong (36:00), and the Depp v. Heard trial coverage (51:00).
(00:00) Jason and Molly introduce today’s show!
(2:14) Meta COO Sheryl Sandberg leaving the company after 14 years
(11:25) Vanta - Get $1,000 off automating your SOC 2 at https://vanta.com/twist
(12:36) This Week in Streaming w/Lon Harris: Obi-Wan Kenobi episodes 1-3
(25:37) Masterworks - Skip the waitlist to invest in art using promo code TWIST at https://Masterworks.io/twist
(26:54) Discussing Disney’s response to racism
(34:44) LinkedIn - Post your first job for free at https://linkedIn.com/twist
(36:00) More on Disney’s response to racism: where the sequels went wrong
(41:52) Filoni and Favreau filling in the holes for Star Wars
(45:40) Teasing next week: Star Trek Strange New Worlds, Amazon + 007?
(51:00) Depp v. Heard trial: fishing for views
First, we talk about Deutsche Bank getting raided by law enforcement for “greenwashing” its ESG funds (2:59), then we touch on Fidelity marking down its investments in Stripe and Reddit (17:00), then we discuss companies going back to the office over concerns about worker productivity (19:35), Jason explains how he’s collaborating with everyone on the team to increase productivity as we go into this recession (26:00). To end, we have an interview with DroneUp CEO Tom Walker where we discuss their current rollout with Walmart, the regulations that need to get sorted out, and how DroneUp is approaching safety (50:00).
(00:00) Jason and Molly tee up today’s show!
(2:59) Deutsche Bank raided by german law enforcement due to alleged fraudulent advertising of sustainable investment funds
(11:23) Odoo - Get your first app free and a $1000 credit at https://odoo.com/twist
(12:37) OpenSea to take legal action against former executive who allegedly engaged in insider trading
(17:00) Fidelity marking down its investments in Stripe and Reddit
(19:35) Remote Work ending: thoughts on productivity
(24:45) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist
(26:00) Productivity advice: how to avoid layoffs
(39:14) Coda - The All-in-one doc for teams, get a $1,000 credit at https://coda.io/twist
(40:30) Time blocking, Molly’s thoughts on productivity
(48:00) Toss to Jason and Molly’s interview with DroneUp CEO Tom Walker
(50:00) Tom Walker, CEO of DroneUp, joins to talk about the state of DroneUp and the future of drone delivery service
Today, Acquired’s David Rosenthal joins us. We discuss their recent Climate Pledge Arena Show (1:37), the new fundraising environment, and what the best founders and VC firms are doing (21:29), and we dig into the New York Times' latest hit piece on Glossier CEO Emily Weiss (37:40). We wrap with an optimistic look at what Australian billionaire and Atlassian CEO Mike Cannon-Brookes is doing to take on Australia's biggest polluter (1:00:59).
(00:00) Cold open
(1:37) David Rosenthal from Acquired catches up with Jason and Molly
(12:01) Coda - The All-in-one doc for teams, get a $1,000 credit at https://coda.io/twist
(13:18) Crypto downturn, good for crypto in the long run?
(20:11) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
(21:29) “VC Winter” warnings for founders
(36:24) Reforge - Apply for their next cohort at https://reforge.com/twist
(37:40) Glossier hit piece - NYT decides to dunk on Glossier founder Emily Weiss
(53:13) Jason reveals his workshop process for comedy
(56:38) Founders’ response to NYT hit piece on Emily Weiss
(1:00:59) Mike Cannon-Brookes trying to buy AGL, Australia's largest energy producer
(1:13:05) Teasing tomorrow’s show: GameStop earnings
In today's episode, Jason and Molly cover Bolt's layoffs (12:11), Walmart's drone deliveries (17:02), Lunar Outpost's $12M seed (32:31), a16z's $4.5B crypto raise (44:07), and Seth Green's Bored Ape heist (54:40). Producer Rachel sits down with Jordan Singer, founder of Diagram, for this week's OK Boomer (1:03:54).
(00:00) Jason and Molly introduce today’s topics!
(2:47) Bolt is laying off an undisclosed number of employees
(10:56) Gun.io - Get $250 off your first developer hire at https://Gun.io/twist
(12:11) Bolt Layoffs story continued
(17:02) We Live in the Future: Walmart expanding deliveries w/DroneUp
(20:31) Embroker - Get an extra 10% off insurance for your business at https://Embroker.com/twist
(21:47) Walmart delivery drones story continued
(31:16) BetterHelp - Get 10% off your first month at https://betterhelp.com/twist
(32:31) Startup of the Day: Lunar Outpost raised $12M Seed to build moon exploration and mining tech
(44:07) a16z raised another $4.5B Crypto Fund to invest strictly in crypto startups and projects
(54:40) Actor Seth Green’s Bored Ape stolen weeks before it’d star as the main character in his show
(1:02:03) Jason and Molly tee up this week’s OK Boomer
(1:03:54) OKB: Jordan Singer, founder of Diagram
Today's episode is a Molly solo interview with Bonobos founder and author of "Burn Rate," Andy Dunn (2:30). We go deep on entrepreneurship and mental health, talk about how founders are up to 7x more likely to suffer from bipolar disorders than the average person, how Andy's bipolar disorder impacted building his business (22:09), and advice for founders navigating mental health struggles (34:31).
(00:00) Molly tees up today’s episode with Bonobos founder Andy Dunn
(2:30) Molly speaks with Andy Dunn about his book “Burn Rate”
(12:30) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist
(13:52) Andy Dunn on mistakes he made as a leader
(20:52) Wealthfront - Get your first $5,000 managed for free, for life at https://wealthfront.com/TWIST
(22:09) Andy on navigating his Walmart acquisition amidst his mental health issues
(33:21) ActiveCampaign - Get 10% off your ActiveCampaign subscription today at https://activecampaign.com/promo/twist
(34:31) More emphasis on mental health in startups; male traits in entrepreneurship
We discuss the tragedy at a Texas elementary school and gun violence in America (2:25). Can tech play a role in decreasing child deaths? (21:14) Then we cover mental health startup Cerebral getting probed by the DOJ (52:55). Finally, we touch on a breaking story: Jack Dorsey steps down from Twitter’s board (1:13:25).
(00:00) Jason and Molly introduce today’s show
(2:25) Talking about the school shooting yesterday in Texas
(10:49) Coda - The All-in-one doc for teams, get a $1,000 credit at https://coda.io/twist
(12:06) What is HB8?
(15:45) A school safety drone company?
(20:01) Odoo - Get your first app free and a $1000 credit at https://odoo.com/twist
(21:14) Discussing potential technology to save children’s lives, top causes of death for children
(30:05) Swag.com - Visit https://swag.com/twist and use code TWIST for 10% off your order!
(31:22) Discussing potential solutions to prevent gun deaths in children
(52:55) Cerebral, startup that provides telehealth subscriptions to Adderall & other stimulants, probed by DOJ overprescription methods
(1:13:25) Breaking News: Jack Dorsey leaves Twitter’s board of directors
(1:15:45) Discussing the proper way to release the Palmer Luckey All-In talk
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
First, we break down SNAP dropping over 40% after lowering earnings estimates (4:43). Then we cover some layoffs at instant-delivery startup Gorillas AND BNPL player Klarna (29:18). Next, we talk about Adam and Rebekah Neumann co-founding a tokenized crypto carbon marketplace called Flowcarbon (1:00:02). We wrap on Coinbase’s new Ray Dalio-inspired employee rating system (1:10:36).
(00:00) Jason and Molly tee-up today’s news topics!
(04:43) Snap down ~45% in one day, largest single day drop we can remember
(11:03) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/TWIST
(12:19) Efficiency, pausing hiring, and cutting new projects in the downturn
(28:03) Thorne - Personalized, scientific wellness. Go to https://Thorne.com/u/TWIST
(29:18) More tech layoffs at delivery service Gorillas
(37:09) Vanta - Get $1,000 off automating your SOC 2 at https://vanta.com/twist
(38:22) More tech layoffs at buy-now-pay-later service Klarna
(55:30) David Sacks’ thread about founders thinking about positioning themselves in a downturn
(57:30) Amazon’s share of US eCommerce Sales hit All-Time High of 56.7% in 2021
(1:00:02) Startup of the Day: Adam + Rebekah Neumann have backed a blockchain-based carbon credits company Flowcarbon
(1:10:36) Coinbase is trying a new meeting feedback rating system
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
Molly and Jason are BACK from Miami to break down all the most interesting stories and content from the All-In Summit! (2:13) Then, they cover Argo AI, an AV company that just launched autonomous test cars in Miami and Austin (36:50). Finally, they close by discussing a recent Bloomberg report on how Amazon is looking to sublease 10M+ square feet of warehouse space... negative signal, or no big deal? (45:23)
(0:00) Molly and Jason intro the show!
(2:13) Recapping the All-In Summit!
(14:05) LinkedIn Marketing - Get a $100 LinkedIn ad credit at https://linkedin.com/thisweekinstartups
(15:31) Reflecting on the most interesting debates and conversations at AIS
(26:12) Intercom - Get advanced Intercom features and Early Stage Academy at a 95% discount https://www.intercom.com/early-stage
(27:15) All-In Summit party recap + TWiST Live preview
(35:35) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist
(36:50) Argo AI launches autonomous test cars in Miami and Austin!
(45:23) Amazon is reportedly looking to sublease 10M+ square feet of warehouse space, is this a negative signal or just overblown?
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
Thanks to our partners:
LinkedIn Marketing - Get a $100 LinkedIn ad credit at https://linkedin.com/thisweekinstartups
Intercom - Get advanced Intercom features and Early Stage Academy at a 95% discount https://www.intercom.com/early-stage
OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist
In this episode of This Week in Climate Startups, Molly sits down with Fleur Heyns of Proof of Impact about how to measure, verify, and analyze ESG & impact data. We discuss the current pain points for investors (11:20), how blockchains can interact with real-world assets (21:15), ESG regulation (34:16) and more!
(00:00) Cold open
(01:57) This Week in Climate Startups: Molly sits down with Fleur Heyns of Proof of Impact
(10:03) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist
(11:20) Labeling data for investors, the materiality, productivity
(19:58) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
(21:15) The term “oracle” as it relates to the blockchain
(32:58) Reforge - Apply for their next cohort at https://reforge.com/twist
(34:16) How much will the future regulatory atmosphere affect or improve their business in the US? ESG strategy
Check out Proof of Impact: https://proofofimpact.com/
FOLLOW Fleur: https://www.linkedin.com/in/fleur-heyns-9a8a9436
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
First, Jason and Molly reflect on their time in previous tech recessions (03:06). Then, Privateer Space CEO Alex Fielding joins to discuss solving the space junk problem (18:02), the difficulties of mapping debris (33:25), and more. Then, Producer Rachel hosts an OK Boomer episode where she talks with the other Gen Z employees that work for Jason about how they got their jobs and what they've learned at Launch (1:00:21).
(00:00) Jason and Molly tee up today’s episode
(03:06) Ask JaMo: What do you remember about the tech industry during the dotcom era and recession?
(12:45) Where was Molly in 2008 and how did her career change?
(11:31) BetterHelp - Get 10% off your first month at https://betterhelp.com/twist
(12:45) Where was Molly in 2008 and how did her career change?
(18:02) Jason and Molly speak with Alex Fielding, CEO and Co-Founder of Privateer Space
(21:04) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist
(22:20) More on the dangers of space junk
(32:12) AdQuick - Visit https://adquick.com/twist and mention TWIST to get $1000 off your first campaign.
(33:25) Is it humanly possible to clean space trash with so many variables?
(1:00:21) Producer Rachel tees up this week’s special OK Boomer segment
(1:10:31) OK Boomer: Rachel speaks with LAUNCH’s other Gen Z employees
Check out Privateer: http://www.privateer.com/
FOLLOW Alex: https://twitter.com/2345678
FOLLOW Nick: https://twitter.com/nickcalacanis
FOLLOW Presh: https://twitter.com/preshdkumar
FOLLOW Justin: https://twitter.com/Justinpfortier
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
Molly Wood sits down with Melissa Hanna, CEO and Co-Founder of Mahmee, a care network for parents (01:44), they discuss the impetus for Melissa launching the company (12:34), the challenges of bringing the product to market (22:08), how she built the network and more (37:29)!
(00:00) Molly tees up today’s episode
(01:44) Molly Wood sits down with Melissa Hanna, CEO and CoFounder of Mahmee, a care network for parents
(11:19) Thorne - Personalized, scientific wellness. Go to https://Thorne.com/u/TWIST
(12:34) Melissa on how the pandemic helped expose the need for a care service like Mahmee
(20:54) Embroker - Get an extra 10% off insurance for your business at https://Embroker.com/twist
(22:08) The bittersweetness of it taking so long for this product to happen
(36:12) Reforge - Apply for their next cohort at https://reforge.com/twist
(37:29) How Mahmee built its network
Check out Mahmee: https://www.mahmee.com
FOLLOW Melissa: https://twitter.com/melissachanna
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
Molly speaks with Carolyn Childers, CEO of Chief, a women’s professional network (01:26) about how their community stretches across digital and physical spaces, accelerating women's executive careers, growing with word-of-mouth as marketing (30:08), their $100M raise (33:22), augmenting Linkedin (39:18) and more.
(00:00) Cold open
(01:26) Molly speaks with Carolyn Childers, CEO of Chief (a women’s professional network)
(11:09) Coda - The All-in-one doc for teams, get a $1,000 credit at https://coda.io/twist
(12:24) The SoHo club factor of Chief: how its spaces work
(15:05) What does Chief’s roadmap look like?
(20:52) Dell For Startups - Apply and get up to 45% off at http://dell.com/twist
(22:05) Carolyn talks about some of Chief’s early investors
(30:08) Word-of-mouth as marketing, reducing churn with an expensive ask
(32:17) Odoo - Get your first app free and a $1000 credit at https://odoo.com/twist
(33:22) How will Chief deploy their $100M raise?
(36:20) What happens on the app?
(38:35) Can you switch core groups in Chief?
(39:18) Engagement: does Chief replace LinkedIn?
Check out Chief: https://chief.com
FOLLOW Carolyn https://www.linkedin.com/in/carolyn-childers-55b2642/
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
First, we cover the news of Ex-Meta crypto chief David Marcus launching a Bitcoin payments startup backed by a16z & Paradigm (02:05). Then, Jack Mallers, the CEO of Strike joins (8:13) to discuss the lightning network & the history of payment networks (12:10), why companies use the Strike API (24:42), why he thinks Visa and Mastercard can't compete (31:24), Strike unlocking Bitcoin’s potential (34:40) and more!
(00:00) Jason and Molly tee up today’s show
(02:05) Ex-Meta crypto chief David Marcus launches Bitcoin payments startup backed by a16z & Paradigm
(08:13) Molly interviews Jack Mallers, CEO of Strike
(10:57) Vanta - Get $1,000 off automating your SOC 2 at https://vanta.com/twist
(12:10) The lightning network & the history of payment networks, how Strike disrupts them
(23:26) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist
(24:42) Use cases for Strike’s API
(30:070 Reforge - Apply for their next cohort at https://reforge.com/twist
(31:24) How do Strike fees compare to merchant fees from Visa, Mastercard, etc?
(34:40) Has Strike unlocked Bitcoin’s potential?
(41:12) What dominoes will fall before people get off dollars?
Check out Strike: https://www.strike.me
FOLLOW Jack: https://twitter.com/jackmallers
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
Jason and Molly chat with Jason Lemkin of SaaStr (01:44). They discuss: advice for new VCs (16:14), the future of SaaS investing (27:37), playing offense as investors (35:50), secondaries and more.
(00:00) Jason and Molly tee up today’s interview show
(01:44) Jason and Molly speak with Jason Lemkin of SaaStr
(14:59) Notion - Get started for free at https://notion.com/thisweekinstartups
(16:14) Jason Lemkin’s advice for new fund managers
(26:16) Microacquire - Sell your business with no fees at https://try.microacquire.com/twist
(27:37) Will SaaS investments continue to be good?
(32:44) What makes Notion so good?
(34:44) AdQuick - Visit https://adquick.com/twist and mention TWIST to get $1000 off your first campaign.
(35:50) What does it mean to play offense? Why should you be playing offense now if you have the runway?
(39:35) Jason Lemkin’s predictions for the next year & advice for capital allocators/investors
(52:25) Are founder secondary sales a red flag?
(1:01:20) Strategies for investors in a down market
FOLLOW Jason Lemkin: https://twitter.com/jasonlk
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
In VC Sunday School we discuss Pitchbook's data on women-led VC funds (03:16), how much money they've raised and how the industry is evolving. Then, Jason explains why new fund managers often have more success with individual LPs than institutional LPs (27:12). In This Week in Climate Startups Molly speaks with Anukampa Freedom Gupta-Fonner of Springeats.com, a zero-waste grocery service (38:31).
(00:00) Jason and Molly introduce today’s show
(03:16) VC Sunday School: PitchBook gathered a bunch of data for The Information about women-led VC funds
(13:08) ActiveCampaign - Get 10% off your ActiveCampaign subscription today at https://activecampaign.com/promo/twist
(14:19) VCSS: Q1 2022, 199 funds raised $73.8B in commitments; 8% of total funding raised from women-led funds
(25:52) Reforge - Apply for their next cohort at https://reforge.com/twist
(27:12) VCSS: Taking the backdoor for raising
(34:43) Liquid I.V. - Feel better faster. Get 25% off at https://liquid-iv.com using promo code TWIST
(35:47) Wrapping up VCSS
(36:37) Toss to This Week in Climate Startups
(38:31) TWiCS: Molly speaks with Anukampa Freedom Gupta-Fonner of springeats.com (zero-waste grocery service)
Check out Spring: https://www.springeats.com
FOLLOW Anukampa: https://www.linkedin.com/in/anukampafreedomguptafonner
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
First Jason and Molly cover FTX CEO SBF buying 7.6% of $HOOD (1:57), SoftBank’s $13B loss (8:29), Twitter’s exec layoffs (14:55) & give a deal update (21:50). Then Producer Rachel chats with Nicole Ruiz is an investor at Compound VC, a thesis-driven, research-centric investment firm (35:34). Together, they talk about her untraditional path to VC, their investment in Pear Bio, the importance of being a skilled researcher, and more.
(00:00) Cold open
(1:57) 4-for-5 Friday: SBF buys 7% of $HOOD
(8:29) SoftBank loses $13B
(13:51) OurCrowd - Check out the deal of the week at https://ourcrowd.com/twist
(14:55) Twitter layoffs start
(20:33) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist
(21:50) Twitter deal on hold
(30:29) Gun.io - Get $250 off your first developer hire at https://Gun.io/twist!
(31:45) Toss to this week’s OK Boomer
(35:34) OKB with Producer Rachel and Nicole Ruiz of Compound VC
(31:45) Toss to this week’s OK Boomer
(35:34) OKB with Producer Rachel and Nicole Ruiz of Compound VC
Follow Nicole: https://twitter.com/nwilliams030
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
Deirdre Bosa from CNBC’s Tech Check joins to talk about a wide variety of topics (2:20), including her interview with Sundar Pichai, journalism (12:54), the crashing public markets, crypto (44:58), Twitter iterations (1:06:12) and so much more!
(00:00) Jason and Molly tee up today’s show
(02:20) Jason and Molly chat with Deirdre Bosa of CNBC
(11:38) LinkedIn - Post your first job for free at https://linkedIn.com/twist
(12:54) Jason, Molly, and Deirdre talk about reporting, journalism, private and public markets
(21:12) Cyvatar - Get your first 2 months free at https://cyvatar.ai/twist
(22:28) More on tech journalism: asking tough questions
(35:30) Swag.com - Visit https://swag.com/twist and use code TWIST for 10% off your order!
(36:42) Uber as a super app?
(43:30) Instacart filing for an IPO
(44:58) Is this the go-to-zero moment for crypto?
(1:06:12) Discussing the open version of Twitter
FOLLOW Deirdre: https://twitter.com/dee_bosa
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First Jason and Molly open by digging into some details for the All-In Summit (02:12). Then they discuss Airbnb's search options (08:13), Airbnb's new aircover insurance feature (21:34) and Coinbase's disclosure that account funds aren't safe in a Coinbase bankruptcy (35:04). Then, Molly is joined by Ashley Carman to talk about Facebook dropping podcasts (54:46).
00:00 Molly tees up today’s show
02:12 Jason and Molly are ready for All In Summit, “Details matter”
08:13 Airbnb's search options
12:33 Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
13:49 More on the new Airbnb search options, where could Airbnb take it?
20:29 Odoo - Get your first app free and a $1000 credit at https://odoo.com/twist
21:34 Airbnb's insurance feature: aircover
33:55 Coda - The All-in-one doc for teams, get a $1,000 credit at https://coda.io/twist
35:04 Coinbase released a filing this morning that sent some into a panic, stock down another 22% today
53:00 Jason heads out to Miami for All In Summit
54:46 Ashley Carman joins to talk about Facebook dropping podcasts
FOLLOW Ashley: https://twitter.com/ashleyrcarman
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First, crypto reporter Bennett Tomlin joins to break down the the massive decline of algorithmic stablecoin Terra USD (UST) and how the Terra-Luna ecosystem works (09:00). Then we recap five tech stocks that are down at least 70% off mid-COVID peaks Coinbase, Shopify, Twilio, Zoom and Block (44:44). We briefly touch of Elon’s comments about reducing permanent bans on Twitter (1:05:48). Wrap with Peloton’s painful earnings (1:22:53).
(00:00) Jason and Molly tee up today’s topics
(02:54) Jason and Molly talk a little bit about bitcoin and the stock market tanking
(09:00) Bennett Tomlin joins to discuss what’s going on with stable coins: LUNA, Tether, etc.
(14:10) Indochino - Get $50 off any purchase of $399 or more by using code TWIST at checkout https://www.indochino.com
(15:17) Can you buy 60 cents of LUNA to get a dollar worth of Terra? Are algorithmic stable coins destined to collapse?
(22:09) Vanta - Get $1,000 off automating your SOC 2 at https://vanta.com/twist
(23:19) Discussing LFG Reserve balance over time
(31:00) Assure - To get 20% off your first Special Purpose Vehicle (SPV) visit https://Assure.co/twist
(32:11) Different types of stable coins, & how much damage will the past few weeks do to the idea of algorithmic stablecoins?
(44:44) Jason and Molly on the bitcoin crash and major tech stock wipeouts
(50:10) Coinbase
(53:20) Shopify
(57:00) Twilio
(1:00:40) Zoom
(1:03:11) Square (Block Inc)
(1:05:48) Breaking News: Elon Musk says “I guess I would” reverse Trump Twitter ban
(1:22:53 )Peloton stock down 93% from pandemic high
FOLLOW Bennett: https://twitter.com/bennetttomlin
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First, we discuss Uber CEO Dara Khosrowshahi's company-wide email rallying Uber behind a cash-generating vision to court investors (6:30). Then, we cover Apple's machine learning director departing because of the company's work from home policies (43:22) and the White House's negotiation with ISPs for low-cost high-speed internet to pair with the Affordable Connectivity Program (57:00).
(00:00) Jason and Molly intro today’s news stories
(02:30) Jason and Molly catch up
(06:30) Uber CEO Dara Khosrowshahi wrote email employees Sunday night stating Uber needs to increase free cash flow to win support from investors
(11:13) Embroker - Get an extra 10% off insurance for your business at https://Embroker.com/twist
(12:27) Key takeaways from the Uber email
(20:41) Dell For Startups - Apply and get up to 45% off at http://dell.com/twist
(21:53) Jason and Molly’s thoughts on the Uber email
(28:40) Catching up with Producer Nick
(32:36) Ourcrowd - Check out the deal of the week at https://ourcrowd.com/twist
(33:43) Wrapping up the Uber story, final thoughts
(43:22) Apple’s director of ML is leaving the company due to its return to work policy
(55:05) Jason makes some predictions
(57:00) White House announced plans to boost high-speed internet for low-income families
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
Sunday double-header. First, Jason discusses why some VC firms allow side investing and others explicitly forbid it (01:50). Then, in a This Week in Climate Startups segment Molly interviews Nan Ransohoff, Head of Climate at Stripe (12:27) about their $900M+ plan to fund carbon sequestration (31:18).
00:00 Jason and Molly introduce today’s show
01:50 VC Sunday School: What’s the deal with side investing?
09:42 Thorne - Personalized, scientific wellness. Go to https://Thorne.com/u/TWIST
10:55 Intro This Week in Climate Startups
12:27 TWiCS: Molly interviews Nan Ransohoff, Head of Climate at Stripe
20:14 Wealthfront - Get your first $5,000 managed for free, for life at https://wealthfront.com/TWIST
21:30 The market for carbon removal: paying to re-sequester carbon
29:57 OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist
31:18 Discussing how Frontier functions as a non-profit within Stripe & how to make something like Frontier mainstream
Check out Frontier: https://frontierclimate.com
FOLLOW Nan Ransohoff: https://twitter.com/nanransohoff
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FOLLOW Molly: https://twitter.com/mollywood
First Jason and Molly break down Twitter's new community annotation feature Birdwatch (1:40), they go through screenshots of the beta version and weigh the possibility for the Birdwatch to bridge the moderation gap. Then Producer Rachel interviews Patrick McDonnell of Flapjack (44:04) about working in a hacker house in Miami, optimizing restaurant menus and his experience making the Boring Company flamethrower.
(00:00) Jason and Molly tee up today’s show
(01:40) BREAKING NEWS: Jason and Molly go over leaked Birdwatch Twitter feature screenshots
(10:21) Notion - Get started for free at https://notion.com/thisweekinstartups
(11:39) How does Birdwatch compare to Reddit or Wikipedia? Some examples of Birdwatch.
(23:04) Ourcrowd - Check out the deal of the week at https://ourcrowd.com/twist
(24:20) “Notes rated helpful” Birdwatch feature. Will Birdwatch work?
(32:45) Intercom - Get advanced Intercom features and Early Stage Academy at a 95% discount https://www.intercom.com/early-stage
(34:00) The power of mods in online communities
(39:58) Rachel tees up this week’s OK boomer segments
(44:04) OKB: Producer Rachel interviews Patrick McDonnell of Flapjack
Check out Flapjack: http://flapjack.co/
FOLLOW Patrick: https://www.linkedin.com/in/patrickmmcdonnell/
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First we chat with Lon Harris from Inside Streaming about the latest Netflix news, strategy, exciting upcoming shows and the proliferation of ads on streaming services (2:23). Then we cover Plaid CEO insinuating that a Stripe PM probed their company for information before making a copycat (39:40), Cameo's round of layoffs that included 4 execs (53:08) and the latest on Elon Musk's Twitter acquisition (1:06:25).
(00:00) Jason and Molly tee up today’s show
(02:23) This Week in Streaming with Lon Harris
(10:55) iTrust Capital - Visit https://itrust.capital/twist to create your Crypto IRA today
(12:11) The Hollywood Reporter published an article on the craziness inside Netflix that led up to them losing users and the stock collapsing
(17:57) Nerding out on the upcoming Obi-Wan series and Star Wars
(22:54) Masterworks - Skip the waitlist to invest in art using promo code TWIST at https://Masterworks.io/twist
(24:02) More thoughts on what Disney will do with Star Wars and Marvel/DC
(31:52) Peacock will introduce dynamically inserted in-scene ads
(36:07) Microacquire - Sell your business with no fees at https://try.microacquire.com/twist
(37:30) Wrapping up with Lon
(39:40) Startup news: the Stripe mafia
(52:08) Cameo lay-offs include execs
(1:06:25) CNBC reports Elon Musk will serve as temporary Twitter CEO following takeover
(1:11:25) The money behind Elon's Twitter purchase
FOLLOW Lon: https://twitter.com/lons
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Every Monday - Thursday, Jason and Molly record live at https://youtube.com/thisweekin - it has bonus content that doesn't make it into the edited version of the show. This is a sample of the LIVE version recorded today. If you like this, subscribe, sign up for notifications and join us live in the YouTube chat.
First Jason and Molly discuss the way tech is impacted by the leaked Supreme Court Roe vs. Wade decision (2:20). Then they break down the differences between a Lyft and Uber’s Q1 (52:18). To wrap, we discuss AirBnB’s strong quarter and upcoming big announcement (1:03:48).
00:00 Jason and Molly intro today’s show
02:20 Catching everyone up on the history of Roe v. Wade
11:01 Odoo - Get your first app free and a $1000 credit at https://odoo.com/twist
12:06 When has a federal right been taking away before in the US?
14:45 Tech’s reaction to Roe v. Wade being overturned
20:02 iTrust Capital - Visit https://itrust.capital/twist to create your Crypto IRA today
21:10 How much should companies engage in these conversations?
33:22 Coda - The All-in-one doc for teams, get a $1,000 credit at https://coda.io/twist
34:39 Talking about what the reaction will be to Roe v. Wade being overturned
50:10 A little win in the Climate Syndicate
52:18 Tech earnings: Uber & Lyft
1:03:48 Tech earnings: AirBnB
1:11:33 Chairman Powell raised the fed’s rate by 50 basis points (biggest rate hike in 2 decades)
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
First, we speak with The Information’s Sylvia Varnham O’Regan about Meta's plan to double its VR headsets by 2024 (02:06), VR adoption (13:14), and more. We wrap by discussing the SEC’s Crypto Assets and Cyber Unit adding 20 new agents (39:52).
00:00 Jason and Molly tee up today’s show
02:06 Speaking with The Information’s Sylvia Varnham O’Regan on her article about Meta doubling its VR headsets by 2024
12:01 Vanta - Get $1,000 off automating your SOC 2 at https://vanta.com/twist
13:14 What will be the tipping point in adoption for Meta’s VR headsets?
22:10 Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/TWIST
23:25 What does the timeline look like for Meta’s VR headsets?
35:40 Meta’s Burlingame Oculus store
38:38 Embroker - Get an extra 10% off insurance for your business at https://Embroker.com/twist
39:52 The SEC’s Crypto Assets and Cyber Unit, formally known just as Cyber Unit, will be adding 20 new positions
Check out Sylvia's Reporting: https://www.theinformation.com/articles/meta-plots-ambitious-vr-release-schedule-of-four-headsets-by-2024
FOLLOW Sylvia: https://twitter.com/SylviaVarnham
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FOLLOW Molly: https://twitter.com/mollywood
First, we discuss Bolt’s declining customer base and struggles with The Information’s Malique Morris (02:50). In addition, we discuss Fast, Amazon's "Buy with Prime," ShopPay (25:35) and all the other developments in online checkout. Next, we cover a massive spike in Ethereum gas prices from Yuga Labs and Solana's bot attack (55:12). We wrap with our Startup of the Day: Gravity Sketch, a 3D design platform (1:11:35).
(00:00) Jason and Molly introduce today’s show
(02:50) Last Thursday, The Information’s Malique Morris published an article on Bolt’s declining customer base and struggles, he joins us to discuss
(12:19) Ourcrowd - Check out the deal of the week at https://ourcrowd.com/twist
(13:26) Speaking to Domm Holland and Ryan Breslow, how are they different?
(24:19) Fiverr - Sign up for https://Fiverr.com/Business free for the first year and save 10% on your purchase with promo code JASON
(25:35) Amazon’s “Buy with Prime” and their Amazon Basics monopoly
(32:12) First Republic Bank - Discover what a long-term financial relationship can do for you. Visit https://firstrepublic.com/startup today to learn more.
(33:08) Stripe doing their own Fast checkout, competing against their own investment?
(46:20) Wrapping up with Malique Morris
(48:50) Spring energy in New York
(55:12) WEB 3 is going great update
(1:11:35) We Live in the Future with our Startup of the Day: Gravity Sketch, a 3D design platform
Read Malique's Article: https://www.theinformation.com/articles/bolt-a-checkout-startup-worth-11-billion-has-been-losing-customers-as-revenue-stalls
FOLLOW Malique: https://twitter.com/luxeoflique
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Sunday double-header. First, in VC Sunday School Jason discusses competing companies in the portfolio, when it's ok, when it's not and how to manage issues in good faith (01:52). Then, in This Week in Climate Startups, Molly interviews Energy Impact Partners' Shayle Kann (19:42) about "Deep Decarbonization," the carbon management industry (33:37) and more.
00:00 Jason and Molly intro today’s show
01:52 VCSS: Can you invest in competing companies? Where to draw that line?
11:55 iTrust Capital - Visit https://itrust.capital/twist to create your Crypto IRA today
13:11 When to give a “no” to a company
19:42 TWiCS with Shayle Kann
22:19 Cyvatar - Get your first 2 months free at https://cyvatar.ai/twist
23:35 Deep Decarbonization
32:21 Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
33:37 Defining the Carbon Management Industry
49:18 The nuts and bolts of Shayle’s fund
56:57 Shayle’s podcasts: Carbon Copy and Catalyst
Check out Energy Impact Partners: https://www.energyimpactpartners.com
FOLLOW Shayle Kann: https://twitter.com/shaylekann
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FOLLOW Molly: https://twitter.com/mollywood
First, we cover 5 news stories: Amazon Q1 earnings (02:01), Apple's fiscal Q2 earnings (06:33), China's new tune for tech (12:06), AirBnB's long-term remote commitment (16:55) and Snap's new Pixy camera drone (24:48). Then Producer Rachel interviews Landon Campbell of inTheir20s and inside.com about investing, landing big guests like Steve Wozniak for his podcast and what he's learned about how great people spent their 20s (29:47).
(00:00) Molly introduces today’s 5-for-5 Friday news stories
(02:01) Amazon Q1 Earnings
(06:33) Apple Q1 Earnings
(10:48) Gun.io - Get $250 off your first developer hire at https://Gun.io/twist!
(12:06) China Eases Tech Regs
(16:55) AirBnB Goes Remote
(23:42) Ourcrowd - Check out the deal of the week at https://ourcrowd.com/twist
(24:48) Snap’s Pixy Drone
(28:19) Producer Rachel introduces this week's OK Boomer
(29:47) OK Boomer: Producer Rachel interviews Landon Campbell of inTheir20s and inside.com
(34:28) Thorne - Personalized, scientific wellness. Go to https://Thorne.com/u/TWIST
(35:44) Producer Rachel and Landon on investing
FOLLOW Landon: https://twitter.com/landon20s
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FOLLOW Molly: https://twitter.com/mollywood
First up, Lon Harris joins to break down the finales of WeCrashed (1:52) and Severance (34:50), then The Verge's Corin Faife joins to discuss his research on the sharp changes in Twitter follower counts for right-leaning and left-leaning accounts. (1:07:39)
0:00 Jason & Molly intro today’s show with some Don Julio 1942
1:52 Jason and Molly catch up with Lon Harris
5:10 Toasting to the WeCrashed finale
10:03 OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist
11:23 Jason’s Jim Brooks wine story
16:50 “If you’re successful be generous”
20:00 LinkedIn Marketing - Get a $100 LinkedIn ad credit at https://linkedin.com/thisweekinstartups
21:26 Was the WeCrashed ending satisfying?
32:46 iTrust - Visit https://itrust.capital/twist to create your Crypto IRA today
33:48 Final thoughts on WeCrashed’s pacing
34:50 Breaking down Severance
42:54 Similarities between Severance and WeCrashed, general thoughts on their social commentary
1:05:42 Wrapping up with Lon
1:07:39 Twitter confirmed organic fluctuations in follower counts after the Elon Musk deal was announced, and Corin Faife joins to break down the numbers
1:32:22 Jason and Molly’s thoughts on Twitter follower fluctuations
FOLLOW Lon: https://twitter.com/lons
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All news. First we break down the SEC's allegations from one of the craziest financial stories since Bernie Madoff, Archegos Capital (4:20). Then cover: Bolt being sued by its largest customer (28:47), Google and Microsoft's Q1 2022 earnings for the first quarter (42:45) and Apple selling iPhone spare parts and repair tools (1:02:10). We wrap with GM's EV corvette announcement (1:07:20).
00:00 Jason and Molly tee up today’s news stories
04:20 Archegos Capital owner Bill Hang and its CFO were arrested this morning for concealing billions of dollars of leverage that led to the firm closing last March
10:25 Cyvatar - Get your first 2 months free at https://cyvatar.ai/twist
11:42 More on the Archegos Capital fraud and losses
22:17 Odoo - Get your first app free and a $1000 credit at https://odoo.com/twist
23:23 Family Offices and the Archegos fraud
28:47 Bolt sued by their largest customer for failing to deliver on product & potentially, maybe, allegedly committing light securities fraud?
38:42 Coda - The All-in-one doc for teams, get a $1,000 credit at https://coda.io/twist
39:58 Facebook Q1 revenue up 7% y/y, net income down 21% y/y
42:45 Google reported earnings yesterday after the markets closed
51:58 Microsoft reported earnings yesterday after the markets closed
56:58 Manscaped released their Q4 and 2021 full year earnings
1:02:10 Apple acting on Right to Repair
1:07:20 Chevy is making an electric Corvette
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
All news. We break down, Jack chiming in on Twitter’s sale to Elon Musk and the employee reactions (2:21). Then, we talk about an NFT project where Doctor influencers on TikTok are selling access to medical advice (40:02). To wrap, we cover Hopin’s fundraising at a large valuation, its founder's $195M secondary sale and more (52:27).
(00:00) Jason and Molly tee up today’s news stories
(02:21) What did “Jack After Dark” have to say about Twitter deal?
(14:56) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/TWIST
(16:05) Jack feels Elon and Parag want Twitter to be maximally trusted and broadly inclusive
(20:30) How are Twitter employees feeling about the Elon Twitter deal?
(27:14) Embroker - Get an extra 10% off insurance for your business at https://Embroker.com/twist
(28:29) Twitter has locked down any changes related to their platform to keep employees from “going rogue”
(35:01) Vanta - Get $1,000 off automating your SOC 2 at https://vanta.com/twist
(36:15) People do their best work with Elon
(40:02) TikTok famous doctors are getting into NFT’s, and it’s a mess
(52:27) Hopin: virtual event startup struggles, their founder cashed out to $195M
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
First, we cover Twitter's Board accepting Elon Musk's take-private deal (1:41). Then, we cover a new EU social media regulation that will increase algorithm transparency called the Digital Services Act (41:34). Our startup of the day is Pipedream Labs which is making a Hyperloop for package delivery (53:37).
(00:00) Jason and Molly intro today’s big news stories
(01:41) Elon Musk has acquired Twitter
(10:58) Coda - The All-in-one doc for teams, get a $1,000 credit at https://coda.io/twist
(12:14) Billionaires buying companies
(23:15) Ourcrowd - Check out the deal of the week at https://ourcrowd.com/twist
(24:22) Should Twitter expand its paid product?
(27:00) Doing a little dunking…
(33:30) Rocket - Go to http://getrocket.com/twist and use promo code TWIST for 20% off your first placement.
(33:47) Elon’s back and forth with the Saudi’s
(38:00) Bill Gates’ short position on Tesla
(41:34) EU requiring tech companies to explain algorithms
(53:05) We Live in the Future: Pipedream labs is building an underground delivery system
(1:02:17) Thesyndicate.com/climate update
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
First, in a VC Sunday School segment, Jason explains his approach to deal memos (01:42) and what parts of a memo are most important. Then, in a This Week in Climate Startups segment, Molly chats with Alex Wright-Gladstein of Sphere (17:06) about offering climate friendly retirement plan options (21:43), financial incentives and more.
(00:00) A teaser from today’s VCSS
(01:42) VCSS: Deal Memos
(10:06) iTrust Capital - Visit https://itrust.capital/twist to create your Crypto IRA today
(11:13) Which parts of deal memos do people really read?
(17:06) TWiCS w/Alex Wright-Gladstein of Sphere
(20:22) Microacquire - Sell your business with no fees at https://try.microacquire.com/twist
(21:43) What makes it hard to have climate friendly options?
(30:44) Cyvatar - Get your first 2 months free at https://cyvatar.ai/twist
(32:03) How does everybody get paid?
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
First Jason and Molly do four rapid news stories: Elon securing funding for the Twitter buyout (03:20), Bill Ackman’s $430M loss on Netflix (11:48), The Boring Company's $675M raise (18:47), Amazon’s $1B Industrial Innovation fund (28:56). Then, Producer Rachel interviews Dwarkesh Patel of The Lunar Society Podcast (37:12), he's a recent computer science graduate and one of the 42 people Jeff Bezos follows on Twitter!
(00:00) Jason and Molly intro today's show
(03:20) Elon secures funding
(09:59) Intercom - Get advanced Intercom features and Early Stage Academy at a 95% discount https://www.intercom.com/early-stage
(11:24) A little more on Elon solving the bot problem
(11:48) Ackman’s $430M loss
(18:47) Boring Co’s $675M raise
(23:17) Microsoft for Startups Hub - Apply in 5 minutes, no funding required, sign up at http://aka.ms/thisweekinstartups
(24:35) The grand vision of The Boring Co.
(28:56) Amazon’s $1B fund
(32:51) Thorne - Personalized, scientific wellness. Go to https://Thorne.com/u/TWIST
(34:15) Introducing the OK Boomer Segment
(37:12) Dwarkesh Patel of The Lunar Society Podcast
Check out The Lunar Society: https://www.dwarkeshpatel.com/
Follow Dwarkesh: https://twitter.com/dwarkesh_sp
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FOLLOW Molly: https://twitter.com/mollywood
First, Jason and Molly cover Tesla’s strong Q1 and gems from the earnings call (2:22), then Lon Harris joins (31:32) to discuss WeCrashed episode 7 (34:17), Severance episodes 1-3 (58:46), Netflix’s rough Q1 and quality drop off (1:13:35) and CNN+ shutting down (1:26:40).
(00:00) Jason and Molly intro today’s news topics and their chat with Lon Harris
(02:22) Tesla had a blowout quarter in Q1 earnings
(14:12) Rocket - Go to http://getrocket.com/twist and use promo code TWIST for 20% off your first placement.
(15:33) Thinking of ways Tesla’s robotaxis could work
(21:37) LinkedIn - Post your first job for free at https://linkedIn.com/twist
(22:52) The power of Optimus; OpenAI getting sentient?
(29:06) iTrust Capital - Visit https://itrust.capital/twist to create your Crypto IRA today
(31:32) Talking WeCrashed, Severance, Netflix, and CNN+ with Lon Harris
(34:17) WeCrashed ep. 7 (SPOILERS)
(58:46) Severance ep. 1-3 (SPOILERS)
(1:13:35) Lon on Netflix dropping subscribers for first time since 2011
(1:26:40) Lon on Warner Bros Discovery shutting down CNN+ April 30th
FOLLOW Lon: https://twitter.com/lons
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
First, we break down Netflix's earnings and discuss where Netflix’s content strategy might have gone wrong (2:46). Then, Jason pitches Jared Kushner’s leaked PE firm fundraising deck (35:15). We wrap with a discussion of Warner Bros. Discovery possibly killing CNN+ (56:27) and Just Eat Takeaway announcing they are looking into selling Grubhub, 10 months after finalizing a $7B acquisition (1:13:21)!
(00:00) Jason and Molly intro today’s news show
(02:46) Netflix reported a drop in subscribers for the first time ever in their Q1 earnings report
(13:54) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.co/twist
(15:14) Netflix vs. other streaming platforms
(24:47) Coda - The All-in-one doc for teams, get a $1,000 credit at https://coda.io/twist
(26:06) Does Netflix need to take more risks with content?
(34:11) Odoo - Get your first app free and a $1000 credit at https://odoo.com/twist
(35:15) Jared Kushner’s $3B VC pitch deck was leaked by The Intercept… it’s exactly what you might expect
(56:27) Axios reports CNN+ is already in danger of being canned 3 weeks after launch
(1:13:21) Just Eat Takeaway announced they’re looking to sell Grubhub after finalizing $7.3B acquisition of the company just 10 months ago
(1:22:22) WeLove Adam Neumann
(1:25:06) All In Summit 30 days away
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
First, Jack is getting candid about Twitter’s board dysfunction (2:14). Then, we cover Facebook’s internet infrastructure development projects in Africa (24:31) and Better.com's new round of layoffs (33:53). Our startup of the day is Regent, which is making a regional seaplane (46:51). We wrap with a discussion of Zendesk considering a sale (1:01:34) and Telsa's third act (1:04:57).
(00:00) Jason and Molly intro today’s news
(02:14) “Jack After Dark” Dorsey tweeting candidly about twitter’s board
(13:20) Vanta - Get $1,000 off automating your SOC 2 at https://vanta.com/twist
(14:33) What were Jack Dorsey’s plans?
(23:13) Embroker - Get an extra 10% off insurance for your business at https://Embroker.com/twist
(24:31) Developing countries increasingly reliant on Meta for internet access
(32:39) Rocket - Go to http://getrocket.com/twist and use promo code TWIST for 20% off your first placement.
(33:53) Better.com started another round of layoffs
(46:51) Startup of the day: Regent
(1:01:34) Zendesk working with M&A advisor Qatalyst Partners on a potential sales
(1:04:57) TechCrunch earnings preview saying we may get a look into Pt. 3 of Tesla’s mission
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
All-news show. First, we go over PitchBook’s Q1 Venture Monitor report where VC fundraising is high, but portfolio exits are down (3:08). Then, we discuss how the incoming CNN CEO Chris Licht and Chris Sacca are both taking a Twitter break (33:35), and touch on Alex Jones' InfoWars filing for bankruptcy (44:33). Our startup of the day is new social app BeReal (53:55).
(00:00) Jason and Molly intro today’s news stories
(03:08) PitchBook and the NVCA released Q1 2022 Venture Monitor, results are staggering
(12:32) Notion - Get started for free at https://notion.com/thisweekinstartups
(13:49) Q1 US VC funds raised combined $73.8B, more than half of 2021’s total of $131.5B
(23:13) Microsoft for Startups Hub - Apply in 5 minutes, no funding required, sign up at http://aka.ms/thisweekinstartups
(24:30) Investing in supercycles
(32:23) Wealthfront - Get your first $5,000 managed for free, for life at https://wealthfront.com/TWIST
(33:35) Twitter breaks
(44:33) Alex Jones’ InfoWars filed for bankruptcy
(53:55) Startup of the day: BeReal
FOLLOW Jason: https://linktr.ee/calacanis
FOLLLOW Molly: https://twitter.com/mollywood
Friday variety show! First, The Verge’s Alex Heath joins to talk about two big stories he recently broke (2:32): Facebook’s plans for AR glasses and Twitter’s internal reaction to Elon’s takeover bid. Molly sits down with LAUNCH Accelerator founder Aleks Smechov whose company Wordcab specifically focuses on speech-to-text AI summaries (1:04:54). We wrap with an edition of OK Boomer where Producer Rachel talks to writer and marketer Rachel Cantor (1:18:51)!
(00:00) Molly tees up today’s variety show
(02:32) Alex Heath from The Verge joins to discuss the news he broke on Facebook/Meta’s further push into AR/VR
(10:40) Coda - The All-in-one doc for teams, get a $1,000 credit at https://coda.io/twist
(11:59) Mark Zuckerberg’s ego in the AR/VR race, CTRL-labs acquisition a cool move or a fool move?
(22:17) Gun.io - Get $250 off your first developer hire at https://Gun.io/twist!
(23:33) Magic Leap & where is Microsoft in AR/VR?
(33:24) Microsoft for Startups Hub - Apply in 5 minutes, no funding required, sign up at http://aka.ms/thisweekinstartups
(34:41) Will Google get more involved with AR/VR?
(38:04) Twitter's all-hands and future prospects
(1:04:54) Introducing Molly’s interview w/Wordcab’s founder & CEO Aleks Smechov
(1:07:10) Molly’s interview w/Wordcab founder & CEO Aleks Smechov
(1:18:51) Toss to OKB w/Rachel & Rachel Cantor of Tydo
FOLLOW Alex: https://twitter.com/alexeheath
FOLLOW Rachel: https://twitter.com/rachelcantor_
FOLLOW Aleks: https://www.linkedin.com/in/aleksandr-smechov/
Check out Wordcab: https://wordcab.com/
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
All news show. First, Jason and Molly debrief after their Worldcoin interview (2:37). Next, they discuss Elon Musk's take-private offer for Twitter at $43B (08:50), the highlights from Elon's TED interview (15:33), and more (24:53). In a We Live in the Future segment, we react to a viral video of police pulling over self-driving Cruise car (58:38).
(00:00) Jason and Molly intro today’s Elon/Twitter packed news day
(02:37) Discussing Worldcoin and dictating narratives
(08:50) Elon offers to purchase all outstanding shares of Twitter and take the company private, a deal worth $43B
(14:01) LinkedIn Marketing - Get a $100 LinkedIn ad credit at https://linkedin.com/thisweekinstartups
(15:33) Elon Musk speaks at TED on 4/14/22 about open-sourcing the Twitter algorithm
(23:32) Indochino - Get $50 off any purchase of $399 or more by using code TWIST at checkout https://www.indochino.com
(24:53) Elon on increasing the trust in Twitter as a public platform
(32:42) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist
(34:04) Are Elon’s claims about Twitter credible?
(58:38) WLITF: Vid of police pulling over self-driving Cruise car goes viral
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
First, we cover Meta's announcement that they will be taking 47.5% creator fees on their Horizons platform (2:17) and A16Z’s Crypto lead Chris Dixon ranking number one on the Forbes Midas List. Then, Jason and Molly chat with Worldcoin CEO Alex Blania to talk about the crypto project he launched with OpenAI CEO Sam Altman (11:08). Worldcoin is scanning people’s irises with custom-made hardware and aspires to reach over 1 billion people (23:21). Alex addresses privacy concerns, scaling challenges (32:45) and more.
(00:00) Molly Intros today’s crypto episode
(02:17) FB taking 47.5% cut of all transactions in their Horizon Worlds Metaverse
(08:07) Chris Dixon named #1 VC in the world by Forbes
(09:49) Coda - The All-in-one doc for teams, get a $1,000 credit at https://coda.io/twist
(11:08) Interview with Alex Blania of Worldcoin
(22:16) Odoo - Get your first app free and a $1000 credit at https://odoo.com/twist
(23:21) Worldcoin’s iris-scanner “Worldcoin Orb”
(31:32) iTrust Capital - Visit https://itrust.capital/twist to create your Crypto IRA today
(32:45) Discussing the controversy surrounding Worldcoin’s iris scanning
Check out Worldcoin: https://www.worldcoin.org
FOLLOW Alex: https://twitter.com/alexblania
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
First we discuss Shopify planning 10-to-1 stock split & increasing CEO/Founder Tobi Luke’s control from 34% to 40% (1:42). Then, the Atlantic's Derek Thompson joins to discuss his piece “Why American Teens Are So Sad” (25:59), including the impacts of new-parenting styles (33:38), social media (44:10) and infinite news.
Check out Derek's piece: https://www.theatlantic.com/newsletters/archive/2022/04/american-teens-sadness-depression-anxiety/629524/
FOLLOW Derek: https://twitter.com/DKThomp
(00:00) Jason and Molly tee up today’s show
(01:42) Shopify planning 10-to-1 stock split & increasing CEO/Founder Tobi Luke’s control from 34% to 40%
(14:31) Rocket - Go to http://getrocket.com/twist and use promo code TWIST for 20% off your first placement.
(15:44) Is Tobi Luke pressing his advantage?
(24:45) Vanta - Get $1,000 off automating your SOC 2 at https://vanta.com/twist
(25:59) Talking to The Atlantic's Derek Thompson about his piece “Why American Teens Are So Sad”
(32:14) Dell For Startups - Apply and get up to 45% off at http://dell.com/twist
(33:38) How does parenting or over-parenting play into increased teenage sadness?
(44:10) Should social media be regulated for kids similar to alcohol?
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
All news show. First, we discuss Twitter CEO Parag Agrawal announcing that Elon has reversed his decision to join Twitter's board (04:10) and the NYT's Editor telling reporters to stop tweeting so much in an internal memo (31:29). Then, we discuss Ryan Breslow's latest series of threads, including one claiming that Instacart’s CEO was shadow-fired by Sequoia (44:35).
(00:00) Jason on meeting Harrison Ford
(01:42) Jason and Molly catching up
(04:10) Elon reverses decision to join Twitter board, according to CEO Parag Agrawal
(12:09) Microsoft for Startups Hub - Apply in 5 minutes, no funding required, sign up at http://aka.ms/thisweekinstartups
(13:44) Molly’s take on Elon’s deleted tweets and board seat story
(20:30) Assure - To get 20% off your first Special Purpose Vehicle (SPV) visit https://Assure.co/twist
(22:04) Is Twitter dying and why?
(30:08) Microacquire - Sell your business with no fees at https://try.microacquire.com/twist
(31:29) NYT told its reporters to stop tweeting so much in an internal memo from executive editor Dean
(44:35) Ryan Breslow posted another series of threads over the weekend, including one claiming that Instacart’s CEO was shadow-fired by Sequoia
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
Another Sunday edition of This Week in Startups! In VC Sunday School, Jason answers a question about investing in down rounds (1:54)from "Noti Gang" member Bob Gee. Then, Molly has a great interview with Jay Koh (12:16), an investor at The Lightsmith Group about how he invests in the climate landscape (20:41), cautionary tales from the first climate investing wave (32:13), and more.
(0:00) Jason intros today’s episode
(1:54) VCSS: Has Jason Participated in a down round and what were his lessons?
(11:00) Coda - The All-in-one doc for teams, get a $1,000 credit at https://coda.io/twist
(12:16) TWiCS Intro: Molly’s interview with Jay Koh
(19:10) Intercom - Get advanced Intercom features and Early Stage Academy at a 95% discount https://www.intercom.com/early-stage
(20:41) Overlooked areas in the climate landscape (ie. supply chain management)
(30:28) Microsoft for Startups Hub - Apply in 5 minutes, no funding required, sign up at http://aka.ms/thisweekinstartups
(31:45) Are there areas venture should steer clear of when it comes to climate?
Check out The Lightsmith Group: https://lightsmithgp.com/
FOLLOW Jay: https://www.linkedin.com/in/jay-koh-164130/
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
Jason talks about how he sees the startup landscape developing, running remote teams and more on This Week in Startups Australia with Mark Pesce.
Check out TWISTA: https://twistartupsaus.com/
Subscribe to TWISTA on Apple Podcasts: https://podcasts.apple.com/au/podcast/twista-this-week-in-startups-australia/id951368363
First, Jason chats with Alex Campbell of Rose Technology, a data analytics tool and marketplace that helps organizations more clearly understand macro trends (1:28). Alex is a former trader for Ray Dalio’s Bridgewater Associates and shares some incredible insights on the global macro environment across Chinese real estate (10:45), investment rates, Bitcoin, Tether, historical financial crises (43:36) and more. Then, for another edition of "OK Boomer," Producer Rachel Chats with Gaby Goldberg (1:08:45) from TCG's Crypto investment arm. They talk about resources to get started in crypto (1:28:52) and why Gaby invests at the intersection of consumer and crypto.
Check out Rose: https://www.rose.ai
FOLLOW Alex: https://twitter.com/ABCampbell
Charts referenced by Alex: https://bit.ly/twistchartsrose
FOLLOW Gaby: https://twitter.com/gaby_goldberg
Gaby's Web 3 Reading List: https://bit.ly/GabyWeb3List
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
(00:00) Jason intros the show
(1:28) Interview with Alexander Campbell of Rose Technologies
(9:35) First Republic Bank - Discover what a long-term financial relationship can do for you. Visit https://firstrepublic.com/startup today to learn more.
(10:45) The property bubble in China
(15:40) Patterns of migration and economic impact
(19:49) Rocket - Go to http://getrocket.com/twist and use promo code TWIST for 20% off your first placement.
(21:04) Predicting recessions
(25:48) The transaction costs of different payment networks
(30:55) Embroker - Get an extra 10% off insurance for your business at https://Embroker.com/twist
(32:14) Discussing the long term value of Bitcoin
(36:07) Risks of holding Chinese real estate bonds
(43:36) British-American economic history
(54:50) The changing world order
(1:05:10) How you can get in contact with Alex
(1:08:45) OK Boomer with Gaby Goldberg of TCG Crypto
(1:28:52) Gaby's best Web 3 resources
First, Ben Gilbert and David Rosenthal from Acquired join Jason to talk portfolio construction (13:41), Roelof Botha succeeding Doug Leone at Sequoia (30:58), and to debate the takeaway from Fast's demise (52:22). Then Lon Harris from Inside Streaming joins to discuss the final two episodes of The Dropout (1:24:16)!
(00:00) Jason intros today’s show
(1:31) Catching up w/ the http://acquired.fm guys: David Rosenthal and Ben Gilbert
(12:25) Fiverr - Sign up for https://Fiverr.com/Business free for the first year and save 10% on your purchase with promo code JASON
(13:41) Ben on investing in tech
(21:39) Ourcrowd - Check out the deal of the week at https://ourcrowd.com/twist
(22:46) How David thinks about his capital allocation
(29:41) Notion - Get started for free at https://notion.com/thisweekinstartups
(30:58) Talking about Doug Leone’s retirement
(52:22) Talking about the elephant in the room: Fast.co shutdown
(1:24:16) Talking with Lon Harris about the finale of “The Dropout”
Check out Acquired: https://www.acquired.fm
FOLLOW Acquired:
https://twitter.com/gilbert
https://twitter.com/djrosent
https://twitter.com/AcquiredFM
FOLLOW Lon: https://twitter.com/lons
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
We kick off our crypto series with Dune Analytics CEO and Founder Frederik Haga about crypto on-chain analytics (37:23). But first, Jason covers Uber’s piloting long-distance travel bookings in the UK, Twitter’s edit button announcement, Open AI’s new Dall-E 2 product, and does a quick CNN Plus review!
(00:00) Jason intros the show
(01:44) Uber testing long distance travel
(07:34) Twitter adding edit button
(14:30) Odoo - Get your first app free and a $1000 credit at https://odoo.com/twist
(15:34) WLiTF: OpenAI releases DALL-E
(22:31) Coda - The All-in-one doc for teams, get a $1,000 credit at https://coda.io/twist
(23:47) Starups creating swag before product market fit / Gary Darna of Fast looking for work
(26:30) CNN plus review
(35:00) Rocket - Go to http://getrocket.com/twist and use promo code TWIST for 20% off your first placement.
(36:14) Toss to Jason and Molly’s interview with Fredrik Haga
(37:23) Interview with Dune Analytics CEO Fredrik Haga
Check out Dune: https://www.dune.xyz
FOLLOW Fredrik: https://twitter.com/hagaetc
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
Antonio Garcia Martinez (Chaos Monkeys, The Pull Request) and Zach Coelius (Investor, Coelius Capital) join to discuss a wide range of news topics including Antonio's trip to Ukraine, the one-click company Fast closing down, Elon Musk joining Twitter's board, Apple taking on Facebook in ads (and how it will impact the battle for Ar/VR), crypto regulation and more!
(00:00) Intro
(01:08) Jason catches up with AGM & Zach Coelius
(11:03) Vanta - Get $1,000 off automating your SOC 2 at https://vanta.com/twist
(12:18) AGM on going to Ukraine
(23:10) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/TWIST
(24:37) Zach and AGM on if the US would go to war
(30:43) Microsoft for Startups Hub - Apply in 5 minutes, no funding required, sign up at http://aka.ms/thisweekinstartups
(32:00) More on Ukraine and America’s feelings towards Putin and Russia
(48:38) Fast (one-click checkout startup) closes down
(52:24) Thoughts on Elon Musk joining Twitter board
(1:02:50) Talking about FB hurt by Apple App tracking transparency update
FOLLOW Zach: https://twitter.com/zachcoelius
FOLLOW Antonio: https://twitter.com/antoniogm
Read the Pull Request: https://thepullrequest.com
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
First, Jason and Molly discuss Elon buying a 9.2% stake in Twitter (01:50). Then, Dave Samuel of Freestyle VC joins (23:18) for a discussion on early stage investing. Freestyle invested early in startups including Airtable, Patreon and Intercom. We talk about how fund size dictates strategy, how to give feedback to founders (especially when it's a no) and more.
(00:00) Jason and Molly intro today’s show
(01:50) Elon takes 9.2% stake in Twitter, TWTR stock up ~28% today
(11:09) Masterworks - Skip the waitlist to invest in art using promo code TWIST at https://Masterworks.io/twist
(12:250 Do we want more people to take stakes like this?
(20:58) Ourcrowd - Check out the deal of the week at https://ourcrowd.com/twist
(23:18) Interview with Dave Samuel of Freestyle VC
(30:13) iTrust Capital - Visit https://itrust.capital/twist to create your Crypto IRA today
(31:27) Dave’s lessons for other capital allocators and founders
FOLLOW Dave: https://twitter.com/dsamuel
Check out Freestyle: https://freestyle.vc
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
Sunday double-header! In the opening VC Sunday School segment, Jason discusses deal flow (1:43), you will learn:
1. Inbound vs. outbound deal flow
2. Tactics VCs use to streamline their deal flow
3. Jason's philosophy on responding to founders - Your process is my opportunity
Then, Molly chats with Jason Jacobs of My Climate Journey about scaling climate tech investing, inspiring people to solve climate problems and the tangible value of community (21:27).
(00:00) Jason and Molly introduce the show
(01:43) VCSS: Inbound/outbound deal flow in VC
(11:30) Rocket - Go to http://getrocket.com/twist and use promo code TWIST for 20% off your first placement.
(12:42) Introductions and double opt-in tactics
(19:16) Introducing the This Week in Climate Startups segment
(20:10) Embroker - Get an extra 10% off insurance for your business at https://Embroker.com/twist
(21:27) TWiCS w/Jason Jacobs of My Climate Journey
(30:19) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist
(32:32) “Climate touches everything”
(39:13) When did the community and content become capital?
(49:48) How Jason Jacobs invests
(57:14) The Climate Startup Jason wished existed
Check out My Climate Journey: https://www.mcjcollective.com/
FOLLOW Jason Jacobs: https://twitter.com/jjacobs22
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
First Jason and Molly discuss instant delivery company GoPuff and 1-click checkout company Fast making layoffs (2:22). Then, Bradley Tusk of Tusk Ventures joins to discuss Uber’s Taxi strategy in NYC, sports betting and tech regulation (40:06). Then in our Ok Boomer segment Rachel talks to Akash Raju, co-founder of Glimpse, brands pay Glimpse a subscription fee for the products to be featured in short-term rentals (1:36:47).
(00:00) Jason and Molly intro the show
(02:22) GoPuff to layoff ~3% of its workforce to cut $40M in costs ahead of IPO
(11:43) Ourcrowd - Check out the deal of the week at https://ourcrowd.com/twist
(12:56) Red flags with GoPuff story
(26:22) Boast - Get your R&D tax credits without the hassle at https://boast.ai/twist
(27:42) Fast considering layoffs, trying to find buyer, fail to raise at two different valuations over past few months
(38:02) Coda - The All-in-one doc for teams, get a $1,000 credit at https://coda.io/twist
(39:18) Introducing the Bradley Tusk interview
(40:06) Bradley Tusk of Tusk Ventures joins to talk about Uber and regulation
(57:05) The future of gambling
(1:26:00) Psychedelics
(1:36:46) OK Boomer intro - Akash Raju from Glimpse
(1:37:47) OK with Producer Rachel and Akash Raju, CEO + Co-founder of Glimpse
FOLLOW Bradley: https://twitter.com/bradleytusk
Check out Bradley's companies: https://www.bradleytusk.com
FOLLOW Akash: https://twitter.com/akashraju4
Check out Glimpse: https://www.tryglimpse.com
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
Lon Harris joins us for This Week in Streaming to break down WeCrashed episode 4 AND The Dropout episode 6 (1:54). Then, we have David Rodolitz, the CEO and Co-Founder of FlyFish Club, which is NYC’s first NFT restaurant (45:20).
(00:00) Jason and Molly intro the show
(01:54) Lon Harris on WeCrashed
(12:23) Odoo - Get your first app free and a $1000 credit at https://odoo.com/twist
(13:33) The persuasive power of Adam Neuman
(16:09) Shifting to discuss The Dropout
(22:55) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist
(24:13) Lessons from The Dropout
(32:20) Gun.io - Get $250 off your first developer hire at https://Gun.io/twist!
(33:37) Lon’s thoughts on "the slap"
(44:59) Transitioning to our interview with David Rodolitz
(45:20) David Rodolitz, CEO of FlyFish Club
FOLLOW Lon Harris: https://twitter.com/lons
FOLLOW David: https://twitter.com/rodolitz
Check out FlyFish Club: https://www.flyfishclub.com/
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
First up, Taylor Lorenz joins to talk about her newest scoop for the Washington Post: Facebook hired a GOP firm to trash TikTok (2:18)! Then, we discuss the SEC considering cracking down on SPACs (39:40), lastly we cover Fast, a 500-person one-click checkout startup, reportedly generating less than $1M in revenue (1:01:14).
Read Taylor's Article: https://www.washingtonpost.com/technology/2022/03/30/facebook-tiktok-targeted-victory/
Taylor Lorenz’s book: www.goodreads.com/book/show/58818667-extremely-online
FOLLOW Taylor: https://twitter.com/TaylorLorenz
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
(00:00) Jason and Molly intro the show
(02:18) Taylor Lorenz from the Washington Post on Facebook using Targeted Victory
(11:27) Coda - The All-in-one doc for teams, get a $1,000 credit at https://coda.io/twist
(12:41) Separating the legitimate concerns from fake stories
(21:03) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
(22:21) Measuring the likelihood of TikTok being banned in the U.S.
(31:20) Embroker - Get an extra 10% off insurance for your business at https://Embroker.com/twist
(32:37) Should journalists be encouraged to build their own brands?
(39:40) SEC meeting TODAY (3/30/22) to discuss crackdown on SPACs, specifically allowing investors to SUE over “embellished projections”
(1:01:14) Bolt’s one-click checkout competitor “Fast” having trouble raising $100M at a $1B valuation, according to The Information
First we explain the $625M hack of Axie Infinity’s Ronin Bridge (1:34), then we discuss the engineers at Twilio who allegedly insider traded (17:30). Next we discuss Robinhood extending its trading window by four hours a day (29:50) and wrap with our startup of the day is Subject, a company providing high school courses for credit online (37:39).
00:00 Molly tees up today's topics
01:34 Axie Infinity’s Ronin blockchain was hacked for over $600M
13:31 Wealthfront - Get your first $5,000 managed for free, for life at https://wealthfront.com/TWIST15:00 Regulation and Axie Infinity hacks
17:30 SEC has charged three Twilio employees for insider trading
28:39 iTrust Capital - Visit https://itrust.capital/twist to create your Crypto IRA today
29:50 Robinhood extends trading window by 4 hours
36:22 Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/TWIST
37:39 Startup of the Day: Subject.com (accredited learning platform)
48:22 Final thoughts on the 2022 Oscars moment
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
All news show. First, we recap the Oscars, including "The Slap" and Apple winning Best Picture (02:17). Then, we discuss $32B crypto derivate exchange FTX not having investors on its Board of Directors (42:45), Apple's reported hardware subscription (01:02:12) and Jason's Hot Tub story (01:09:57).
(00:00) Jason and Molly intro the show
(02:17) Talking about the 2022 Oscars slap: initial thoughts, reactions, etc.
(11:47) LinkedIn - Post your first job for free at https://linkedIn.com/twist
(13:18) More thoughts on the 2022 Oscars slap
(23:47) Rocket - Go to http://getrocket.com/twist and use promo code TWIST for 20% off your first placement.
(24:58) “Coda” from Apple TV+ becomes first streaming movie to win best picture at Oscars
(37:28) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist
(38:45) Toxic celebrity culture and how that ties into founders
(42:45) FTX, one of the fastest growing crypto exchanges in the world is worth $32B and no investors have board seats
(01:02:12) Bloomberg reported that Apple is working on a hardware subscription for iPhones and iPads
(01:09:57) The Hot Tub story
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
Sunday Double-header! First, in VC Sunday School, Jason explains non-dilutive funding's impact on startups (2:18). Then, Molly interviews Continuum Ag Founder Mitchell Hora. His company helps farmers analyze their soil and create a roadmap improve it via a holistic approach known as regenerative agriculture (21:33).
(00:00) Jason and Molly tee-up the show
(02:18) VCSS: Discussing non-dilutive funding
(12:37) Intercom - Get advanced Intercom features and Early Stage Academy at a 95% discount https://www.intercom.com/early-stage
(13:53) More on venture debt and factoring
(18:33) Jason and Molly Introduce the Climate Guest
(20:17) Cyvatar - Get your first 2 months free at https://cyvatar.ai/twist
(21:33) TWiCS w/ Mitchell Hora of Continuum Ag
(30:20) Thorne - Personalized, scientific wellness. Go to https://Thorne.com/u/TWIST
(31:23) Mitchell Hora on the importance of healthy, balanced soil
Check out Continuum Ag: https://continuum.ag
FOLLOW Mitchell: https://twitter.com/Continuum_Ag
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
Another Friday variety show! First up, Jason and Molly break down the 16-year old hacking phenom who was allegedly behind the recent hacks at Microsoft, Nvidia and Okta, and might have just been caught (1:13). Then, the duo covers Molly's induction into LIBSYN's Podcasting Hall of Fame (6:46) and reminisces on the early days of podcasting including their first podcast together over 16 years ago (11:19). Finally, Producer Rachel is back with another edition of OK Boomer, this time with Miami Hack Week founder Ja’dan Johnson (20:19).
Lon Harris joins Molly and Jason to talk WeCrashed, The Dropout and Super Pumped! First, they play a round of "Boff, Marry, Kill" between the three shows (1:16), before breaking down the first three episodes of WeCrashed (16:15) and the two lead performances (24:25). They finish with a quick chat on The Dropout and examine the potential of a "tech cinematic universe" (34:15).
Jason and Molly take on another Five in Five! Five stories in (a little over) five minutes each: Katie Haun's record-breaking $1.5B debut web3 fund (2:50), Yuga Labs raising $450M at a $4B valuation (12:42), Apple's potential BNPL play (25:23), Worldcoin's $100M raise and privacy concerns (29:59) and Nothing's new iPhone competitor (40:13). Then, Molly talks to ChroniFI Founder & CEO Ben Miller on building a consumer software product that helps people plan for financial independence. (48:59)
Tuesday news day! Jason and Molly break down the following stories: Apple's "new" creator tools, and brainstorming on how they could dominate podcasting again (2:23), Jeff Bezos' letter to shareholders from 2000, when Amazon's share price was down ~80% from its dot-com bubble peak (16:02), understanding search funds and why elite MBA grads are raising them (38:23). Finally, they wrap with a WLiTF segment about the FDNY purchasing a couple of Boston Dynamics "robodogs" to help with search and rescue missions. (47:15)
Monday news! Jason and Molly have some big stories to discuss: Sequoia's new "catalyst" program, called Arc (2:37), SEC considering mandating climate disclosures from public companies (19:21), another Startup of the Day (33:28), and they wrap by covering some interesting ongoings at Disney regarding its new CEO and Bob Iger (41:13).
0:00 Jason and Molly intro today’s news: Sequoia debuts Arc, SEC to vote on disclosures of emissions/climate risks, Startup of the day: Heirloom, Disney's CEO fallout
2:37 Sequoia announces Arc, startup “catalyst”
11:14 Coda - The All-in-one doc for teams, get a $1,000 credit at https://coda.io/twist
12:37 Arc accepting Russian founder applications
18:12 OurCrowd - Check out the deal of the week at https://ourcrowd.com/twist
19:21 SEC to vote on disclosures of emissions/climate risks
32:11 OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist
33:28 Startup of the day: Heirloom (climate-tech co. using heated limestone to remove CO₂ from atmosphere)
41:13 CNBC reports former Disney CEO Bob Iger and his replacement Bob Chapek have had a falling out since Iger stepped down
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
Sunday Double-header! First, in VC Sunday School, Jason discusses and defends his pro rata strategy (1:26). Then, Molly interviews ClimateCheck founder Cal Inman. His company analyzes and risk-rates real estate based on expected changes to the world’s climate (14:43)!
Show Notes
(00:00) Pro Rata VC Sunday School + Assessing Climate Risk
(01:26) Why some investors warn against Super Pro Rata
(08:02) Is there an advantage to having more investors on the cap table?
(13:27) Embroker - Get an extra 10% off insurance for your business at https://Embroker.com/twist
(14:43) This Week in Climate Startups - Cal Inman of Climate Check
(17:49) How ClimateCheck integrates data for predictions
(23:17) How climate predictions are influencing buying decisions
(24:46) Bubble. Get one month free of a no-code plan at https://bubble.io/twist
(26:14) How financial partners are responding to increasing climate risks
(30:45) Incorporating resilience preparedness into ClimateCheck
(35:33) Rocket - Go to http://getrocket.com/twist promo code TWIST for 20% off your first placement.
(37:14) Next steps for ClimateCheck
(43:28) The latest from the TWIST team
Check out ClimateCheck: https://climatecheck.com
FOLLOW ClimateCheck: https://twitter.com/MyClimateCheck
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
First, Jason and Molly rip through the news (1:44). They cover looming layoffs at two Chinese tech giants (2:31), Google getting back into the AR glasses race with a new acquisition (7:27), chaos in the instant delivery space (13:15), and Yuga Labs launching $APE coin, a BAYC token. (24:58) Then, Producer Rachel interviews Smirk founder Preson Attebery on mobile gaming, the future of social gaming, and more! (33:00)
0:00 Jason and Molly tee up today's topics!
1:44 Rapid fire news!
2:31 Alibaba & Tencent brace for massive layoffs
7:27 Google re-enters the AR glasses race with its $1B acquisition of Micro LED startup Raxium
11:48 Dell For Startups - Visit http://dell.com/twist to apply for Dell for Startups and get up to 45% off select items!
13:15 Instant delivery madness: Getir raises at a $12B valuation, Russian-based Buyk declares bankruptcy due to inability to fundraise from Russian sanctions
23:20 LinkedIn Jobs - Post your first job for free at https://linkedIn.com/twist
24:58 Yuga Labs launches $APE coin
31:47 Intercom - Get access to Intercom's Early Stage Academy at a 95% discount at https://www.intercom.com/early-stage
33:00 Producer Rachel joins to tee up today's OK Boomer segment
34:42 OK Boomer: Smirk Founder Preston Attebery
1:06:02 Plugs!
Check out Smirk: https://www.smirk.gg
FOLLOW Preston: https://twitter.com/prestonattebery
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
We chat film expert, podcaster, and Inside.com writer Lon Harris to talk about tech's latest streaming series The Dropout and Super Pumped! After that conversation, Molly sits down with LAUNCH founder Nick McHenry for a quick interview about his startup OneShop (1:08:00).
Show Notes:
(00:00) Jason and Molly intro today’s show: Reviewing shows “The Dropout” and “Super Pumped” with Lon Harris, interview w/Nick McHenry of OneShop
(02:07) Catching up w/OG TWiST cast member Lon Harris
(09:31) Vanta - Get $1,000 off automating your SOC 2 at https://vanta.com/twist
(10:47) Jason and Molly talk to Lon about “The Dropout” (the Theranos show)
(23:16) Odoo - Get your first app free and a $1000 credit at https://odoo.com/twist
(24:26) Favorite scenes and performances in “The Dropout”
(39:05) Coda - The All-in-one doc for teams, get a $1,000 credit at https://coda.io/twist
(40:30) Discussing “Super Pumped” - is it realistic?
(01:08:00) Molly interviews Nick McHenry of OneShop on his LAUNCH journey and scaling E-commerce
FOLLOW Lon: https://twitter.com/lons
FOLLOW Nick: https://twitter.com/nickmchenry
Check out one shop: https://oneshopretail.com/
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
We wrap up Angel Season 6 on First Time Funds with Pharrell Williams-signed rocker turned investor D.A. Wallach of TimeBio Ventures (32:23). But first, we do 4 rapid-fire news topics: Spotify spent ~$307M on FC Barcelona naming rights (2:56), AMC acquired a 22% stake in gold miner (10:29), Ex-Disney CEO Bob Iger joins the NFT avatar company Genies’ Board (16:14) and we break down the anatomy of two alleged NFT grifts (22:35).
(00:00) Jason and Molly intro the show: Spotify & FC Barcelona, AMC goes for Gold, Bob Iger joins Genies, NFT Grifts, Angel interview w/ DA Wallach
(02:56) Spotify drops reported ~$307M on FC Barcelona stadium naming rights
(09:18) Ourcrowd - Check out the deal of the week at https://ourcrowd.com/angel
(10:29) AMC goes for Gold
(16:14) Bob Iger joins Genies board
(21:19) Embroker - Get an extra 10% off insurance for your business at https://Embroker.com/twist
(22:35) Anatomy of NFT Grifts
(31:03) LinkedIn Jobs - Go to https://linkedIn.com/angel and post your first job for free.
(32:23) Angel S6 w/ DA Wallach of Time BioVentures
Check out Time Bio Ventures: https://www.timebioventures.com
D.A.'s Blog: http://www.dawallach.com
FOLLOW D.A. Wallach: https://twitter.com/dawallach
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
First, we discuss a new Layer 1 blockchain called Aptos, valued at $1B in a recent round led by a16z (2:42). Then discuss MetaMask’s parent Consensys raising 450M at a $7B valuation (39:47). Our startup of the day is Mojo, which is building a stock market-like product to “bet on athletes” (51:35). Next, we do a post-mortem for our "shutdown of the day," Zero Grocery, a grocery delivery company that closed down this month after announcing raising $12M a month ago (59:06). To wrap, Jason chats with JJ Foster, a listener who did some show notes for us (01:11:05).
Show Notes
(0:00) Jason and Molly intro the show
(02:42) Former Facebook employees raise $200M to build out blockchain
(14:55) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist
(16:13) Thoughts on Facebook and centralized currency
(28:22) Mercury - Banking built for startups. See more at https://mercury.com/twist
(29:40) Breaking News: Bain Capital Crypto hires woman partner
(36:27) Gun.io - Get $250 off your first developer hire at https://Gun.io/twist!
(39:47) ConsenSys raised $450M Series D valued at $7B
(51:35) Startup of the day: Mojo
(59:06) Shutdown of the day: Zero Grocery
(1:11:05) 05 Jason mentors noti gang member JJ Foster about his career
Check out The TWIST Podcast Notes: https://www.thisweekinstartups.com/notes
FOLLOW JJ: https://twitter.com/j_foster_j
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
It's an all-news show. We discuss Blue Origin selecting Pete Davidson to go space (2:47), Clearview AI offering their facial recognition services to the Ukrainian government (24:58), the NYT launching a Telegram channel and semiconductor slowdowns forcing Ford to ship Explorers without rear AC controls (44:00).
Show Notes:
(00:00) Jason and Molly intro today’s topics: Blue Origin & Pete Davidson, NYT Telegram, Clearview AI
(02:47) Blue Origin sending Pete Davidson to space 3/23
(14:41) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
(16:00) NYT launches Telegram channel for war in Ukraine
(23:38) Boast - Get your R&D tax credits without the hassle at https://boast.ai/twist
(24:58) Clearview AI giving Ukraine’s defense ministry free access to face recognition search engine
(38:48) Ourcrowd - Check out the deal of the week at https://ourcrowd.com/twist
(40:00) Surveillance companies and crime
(44:00) Companies face more production issues
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
Sunday double-header. First, Jason and Molly discuss the impact of large funds on the startup ecosystem, how fund size influences firm strategy and why big funds often seed smaller funds (2:21). For the This Week in Climate Startups segment, Molly chats with Taj Ahmad Eldridge from Include Ventures (29:42). They discuss:
1. How Taj's experience with negative health impacts from pollution helped guide his investing focus
2. Include Venture's unique fund of funds and direct investment strategy
3. Why Taj is not afraid of hardware investing (and how it's paying off)
4. How government branches can support climate tech progress
Show Notes:
(0:00) Jason and Molly introduce VC Sunday School + Taj from Include Ventures
(02:21) VCSS, Molly asks Jason if big funds are ideal
(11:30) Bubble - Get one month free of a no-code plan at https://bubble.io/twist
(12:57) Can a fund become too big to manage?
(18:20) Big funds seeding small funds and Jason's falling out with Marc Andreessen
(21:43) Coda - The All-in-one doc for teams, get a $1,000 credit at https://coda.io/twist
(23:00) Building relationships in venture
(28:10) LinkedIn Marketing - Get a $100 LinkedIn ad credit at https://linkedin.com/thisweekinstartups
(29:42) This Week in Climate Startups with Taj Eldridge of Include Ventures
(37:28) Taj's first-hand experience with the negative externalities of pollution
(51:46) Can software investing really help solve the Climate Crisis?
(1:05:31) The latest from TWIST and Launch
Check out Include Ventures: https://www.includeventures.com/
FOLLOW Taj: https://twitter.com/Econoahmad
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
It’s a variety show. First Jason and Molly do six rapid fire news topics (2:10) including: Rivian’s lowered guidance, Biden briefing TikTok influencers on Ukraine, declining NFT volume, creator economy wins, Biden’s Crypto executive order and Peloton’s new pricing pilot. Then, hard-tech investor Jai Malik of Countdown Capital joins (42:22) for Angel Season 6 “First Time Funds.” Finally, producer Rachel has another edition of OK Boomer, this time she talks viral marketing and new ways of fundraising with Josh from Party Round (1:18:42).
(00:00) Jason and Molly intro the show: 5 rapid fire stories, Angel S6 interview with Jai Malik of Countdown, OK Boomer w/ Josh of Party Round
(02:10) TikToker Part of Biden Ukraine Strat.
(07:53) Rivian Earnings
(14:42) Embroker - Get an extra 10% off insurance for your business at https://Embroker.com/twist
(16:05) OpenSea Volume Down
(21:25) Wins in the Creator Economy
(26:42) LinkedIn Jobs - Go to https://linkedIn.com/angel and post your first job for free.
(28:10) Biden Crypto Policy
(34:04) Ourcrowd - Check out the deal of the week at https://ourcrowd.com/twist
(35:22) Peloton New CEO Actions
(42:22) Molly interviews Jai Malik of Countdown for Angel S6
(01:10:29) Jason, Molly, and Rachel toss to OKB
(01:18:42) OKB w/ Producer Rachel and Josh of Party Round
Check out Countdown: https://countdown.capital
FOLLOW Jai: https://twitter.com/jai__malik
Check out Party Round: https://www.partyround.com
FOLLOW Josh: https://twitter.com/joshqharris
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
Jason and Molly discuss Ryan Breslow's new startup Love.com (2:03), Bain Capital Crypto’s new $550M fund announcement that backfired on Twitter (14:49). Then, Redfin CEO Glenn Kelman join to discuss the current real estate market and how policies are are promoting a nation of renters (54:28). Plus, Glenn turns the tables on Jason and Molly to ask them a few questions.
Show Notes:
00:00 Jason and Molly intro the show: Ryan Breslow news, Bain Capital Crypto’s unaware tweet, diversity in the workplace, Interview w/ Redfin CEO Glenn Kelman
02:03 Ryan Breslow’s new startup: Love.com
10:49 Fiverr - Sign up for https://Fiverr.com/Business free for the first year and save 10% on your purchase with promo code JASON
12:22 Psychedelic startups
14:49 Bain Capital Crypto posts unaware tweet on International Women’s Day
23:21 Notion - Go to https://Notion.so and use promo code TWIST to get $250 off its annual team plan
24:53 Diversity in the workplace and how to make forward progress
36:05 Marlow - Get 15% off your individual or team memberships at https://getmarlow.com/twist.
37:31 Taking a chance on unproven talent and open minded to blindspots
54:28 Catch up w/ Glenn Kelman, CEO of Redfin
01:07:40 Housing price increases are sustainable
01:32:00 Supply and demand in housing
01:49:20 Shift from urban living to the suburbs
02:02:00 Jason, Molly, and Glenn on flying
02:06:37 Goodbyes from the TWIST team
Check out Redfin: https://www.redfin.com
FOLLOW Glenn: https://twitter.com/glennkelman
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
First Jason and Molly recap the Apple event, including the new Mac Studio release (1:53). Then they discuss Pony AI's $8.5B Series D (34:41). Next, Cruise CEO Kyle Vogt joins to discuss launching their driverless service in SF (46:40), their custom-built zero-emission shared vehicle the "Origin" (1:01:06), and self-driving maturity.
Show Notes:
(00:00) Jason and Molly intro today’s topics: thoughts on new Apple products, interview with Kyle Vogt of Cruise
(01:53) Jason and Molly talk about the Mac Studio
(10:52) Indochino - Get $50 off any purchase of $399 or more by using code TWIST at checkout https://indochino.com
(12:05) Big presentations aren’t needed for incremental changes
(22:23) Vanta - Get $1,000 off automating your SOC 2 at https://vanta.com/twist
(23:41) Guessing the next computer in the Mac lineage
(25:40) More Apple products announced, and Apple TV for Friday MLB
(33:33) Odoo - Get your first app free and a $1000 credit at https://odoo.com/twist
(34:41) Startup of the day: Pony.ai
(46:40) Jason interviews Kyle Vogt, CEO of Cruise
(01:01:06) Carpooling with the Cruise Origin
(01:07:45) Smoother rides and self-driving cars in different weather
(01:19:05) Self-driving robo-taxis and sharing map data
(01:27:00) What percent are we at for self-driving general accessibility?
Check out Cruise: https://www.getcruise.com
FOLLOW Kyle: https://twitter.com/kvogt
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
"Sequoia Capital is the greatest venture capital firm of all time. It's indisputable." - Jason
Jason chats with Sequoia's Doug Leone, a leader who shepherded the firm for four decades. They discuss great founders, governance, Sequoia's global expansion, mentoring the next generation of investors and more.
(00:00) Jason intros today’s legendary interview w/ Doug Leone of Sequoia Capital
(01:14) When Doug Leone got his start
(11:00) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/TWIST
(12:23) The impact selling secondary shares has on founders
(15:43) “The founder’s job is to make the receptionist rich”
(21:14) First Republic Bank - Discover what a long-term financial relationship can do for you. Visit https://firstrepublic.com/startup today to learn more.
(22:15) Mentoring the next generation of investors
(30:51) Linode - Apply to their Rise program for founder-led, early-stage startups and get 3 years of discounts at https://linode.com/twist.
(31:58) Sometimes incredible companies make the founder
(34:07) The greatest founders Doug has worked with
(46:30) Providing companies with a running start, but not doing too much
(53:10) Investing in China
(57:15) Entrepreneurship in Europe
(01:11:06) “Hope is not a plan. Let’s make a plan.
Check out Sequoia: https://www.sequoiacap.com
FOLLOW Doug Leone: https://www.linkedin.com/in/douglas-leone-a2714/
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
First, Jason and Molly cover the news of Alumni Ventures Group getting charged by the SEC for misleading investors about their management fees (1:56). AVG had to repay $4.7M to investors and paid $800,000 in a settlement. Next, we briefly touch on Index Ventures stopping their investments in Russia (24:56).
Then, Radiant Energy Fund Managing Director Mark Nelson joins to make the case for nuclear power and explain why many countries have chosen to decrease their nuclear capacity (40:03).
(00:00) Jason and Molly intro the show: AVG pays 800K in penalties, Index halts Russian startup investments, interview w/ Mark Nelson on nuclear energy
(01:56) Alumni Venture Group pays 800K in penalties to SEC
(10:42) Ourcrowd - Check out the deal of the week at https://ourcrowd.com/twist
(11:49) Jason's prediction for what happened at Alumni Venture Group
(23:33) Mercury - Banking built for startups. See more at https://mercury.com/twist
(24:56) VC Firm Index Ventures halts startup investments in Russia
(38:35) Assure - To get 20% off your first Special Purpose Vehicle (SPV) visit https://Assure.co/twist
(40:03) Nuclear activist Mark Nelson on the future of nuclear energy (@energybants)
(56:41) How Germany abandoned nuclear
(1:03:31) Are Nuclear reactors aged beyond repair?
(1:10:49) What France got right
(1:29:41) Ways you can get involved with This Week in Startups & Launch
FOLLOW Mark: https://twitter.com/energybants
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
Another Sunday double-header edition! First Jason leads a VC Sunday School session on how to react when companies try and skip steps and raise larger rounds (2:51). Plus, how Pegasus (or Alicorn) companies can end up being much better investments than traditional Unicorns. Then, for This Week in Climate Startups, Molly chats with Andrew Beebe of Obvious Ventures (18:47). You will learn:
1. Andrew's focus within climate tech (electric mobility, carbon and carbon markets)
2. How Andrew's first startup exit set him up to join the solar industry
3. How contrarian bets make careers
4. The key criteria for climate investments to be good venture bets
5. How Obvious Ventures puts its "world positive" mission into practice
6. The way carbon disclosure requirements will reshape industry
7. Why Andrew recommends reading Kim Stanley Robinson's "The Ministry for the Future"
(00:00) Jason and Molly intro today’s show: VC Sunday School, TWiCS with Andrew Beebe
(02:51) VCSS: companies raising big rounds before they’re ready
(11:20) Coda - The All-in-one doc for teams, get a $1,000 credit at https://coda.io/twist
(12:38) Pegasus (alicorn) companies: flying over rounds of funding
(18:47) This Week in Climate Startups w/ Andrew Beebe of Obvious Ventures
(23:02) Wealthfront - Get your first $5,000 managed for free, for life at https://wealthfront.com/TWIST
(24:32) The first clean tech boom in the solar industry
(33:21) Embroker - Get an extra 10% off insurance for your business at https://Embroker.com/twist
(34:44) Obvious and Andrew Beebe’s investment thesis: “World Positive”
(56:54) SaaS Syndicate, Open Scouting, Remote Demo Day, angel.university
Check out Obvious Ventures: https://obvious.com
FOLLOW Andrew: https://twitter.com/andrewbeebe
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
First Jason and Molly cover Google is bringing employees back to the office three times per week starting in early April (1:41), Snowflake dropping 15% after reporting strong earnings, Slack’s slowing growth within Salesforce. After the news, Molly sits down with Alyse Killeen of Stillmark to continue Season 6 of Angel: First-time funds (38:10). We wrap with Producer Rachel's interview with Kai Han of Pallet, which is building a platform for creators to curate job boards (1:11:50).
00:00 Jason and Molly intro today’s show, Google back in the office, the Jason and WeWork saga, Angel w/ Alyse Killeen, OKB w/ Kai Han
01:40 Google sends employees back to the office
14:43 Ourcrowd - Check out the deal of the week at https://ourcrowd.com/angel
15:53 Snowflake stock repricing, Slack's product velocity, managing a remote company
29:43 LinkedIn Jobs - Go to https://linkedIn.com/angel and post your first job for free.
31:16 Jason and WeWork, donate medical supplies to Ukraine at https://flexport.org/donate
36:44 Embroker - Get an extra 10% off insurance for your business at https://Embroker.com/twist
38:10 Angel S6: Alyse Killeen of Stillmark, a $30M Bitcoin Infrastructure fund
01:11:50 OK Boomer: Pallet CEO Kai Han
Donate to Ukraine: https://www.flexport.org/donate
Check out Stillmark: https://www.stillmark.com
FOLLOW Alyse: https://twitter.com/alysekilleen
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
Cana is back on the podcast, previously David Friedberg teased the "molecular beverage printer" on E1365. This time, we speak and to CEO Matt Mahar about pricing, their go-to-market plans, their cartridge subscription process, Cana's potential climate impact, current flavors and more! Molly was the first outsider to tour their facility and she tried a whole bunch of beverages from the Cana One.
(0:00) Jason and Molly tee up today’s topics: a deep dive on the just-launched Cana product!
(1:30) Molly and Jason break down Molly’s site visit to the Cana facility and the taste tests
(8:36) Bubble
(9:57) Cana’s starting price point, cartridges, cost per drink, and more
(19:34) Masterworks
(21:06) Molly’s intros Cana CEO Matt Mahar, and they talk about the origins of the product, impact of the bottling industry, how the product works mechanically
(31:39) Superside
(32:53) Understanding non-obvious climate solutions, Cana product breakdown and pricing
(40:03) Cana as a creator platform, big picture vision of what is possible
(54:09) Cana’s economic impact on the bottling industry, Matt’s background, working with TPB
Check out Cana: https://www.cana.com
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
First, we talk about Apple pausing all sales in Russia and other actions they’re taking (1:47). Then, we cover Ford splitting its EV business off from its ICE business (15:57). Then, Joe Speiser from Hampton VC joins to talk about how being too reliant on Facebook killed his media company Little Things with an algorithm change (25:42). We wrap with a quick WLITF segment on humanoid robots (42:05).
(00:00) Molly intros today’s topics: Tim Cook’s response to Russia, WeWork can’t read the room, Interview with Joe Speiser of LittleThings, We Live in the Future with Molly
(01:47) Tim Cook and Apple’s response to Russia
(05:40) WeWork’s new CEO says WeWork will not leave the Russia
(14:41) Vanta - Get $1,000 off automating your SOC 2 at https://vanta.com/twist
(15:57) Ford separating EV business from main ICE business
(24:34) Odoo - Get your first app free and a $1000 credit at https://odoo.com/twist
(25:42) How facebook’s algorithm change ruined Joe Speiser’s company
(34:03) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
(35:22) The dangers of having your business rely on a platform
(42:05) We Live in the Future: Sanctuary
FOLLOW Joe: https://twitter.com/jspeiser
Check out Hampton VC: https://www.hamptonvc.com/
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
First Jason and Molly break down the reactions from big tech companies to the Russia / Ukraine conflict (2:22), then we showcase our Startup of the Day, Backbone which is innovating in mobile gaming (51:41). Then Jason does an amazing interview with investor Joel Greenblatt, where we discuss increasing public market participation, strategies for finding value, taxes and more (1:05:50).
(00:00) Jason and Molly intro today’s DOUBLE episode, Ukraine, Tech companies and Russia sanctions, Startup of the day Backbone, Interview with investor Joel Greenblatt
(02:22) What tech companies should do in response to Russia invading Ukraine
(12:28) Gun.io - Get $250 off your first developer hire at https://Gun.io/twist!
(13:50) Tech companies and Russia sanctions continued
(21:27) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist
(22:51) Sanctions aren’t the perfect response because there isn’t one
(30:17) Boast - Get your R&D tax credits without the hassle at https://boast.ai/twist
(31:35) Apple needs to decide what to do in Russia
(51:41) Startup of the day: Backbone
(01:05:50) Jason interviews investor Joel Greenblatt
(01:25:10) Joel talks about the long term effects of having so many young, new market participants
(01:59:12) Joel’s thoughts on minimum taxes and tax loopholes
More on Joel: https://www.gothamfunds.com/principals.aspx
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
First, Molly Wood quickly sums up crypto donations flowing to Ukraine (2:03). Then, Jason and Molly chat with Molly White, the creator of the website "Web 3 is Going Great." We discuss the problems she identified with Web 3, speculation vs. building, DAOs, decentralization and more (7:01).
(00:00) Molly intros today’s episode, crypto in Ukraine, Jason and Molly interview guest Molly White
(02:07) The ways crypto has been used to help Ukraine
(07:01) Molly and Jason interview guest Molly White
(10:32) Mercury - Banking built for startups. See more at https://mercury.com/twist
(12:02) Molly White talks about her website, web3isgoinggreat.com
(14:07) Molly White talks about newer technologies in web3 and their future
(17:06) Grifting in web3
(18:35) What it takes to truly understand web3
(20:38) RealGoodFoods - Go to https://realgoodfoods.com and use code TWIST for $15 off!
(22:06) Bitcoin toxicity, brigading, and wash trading
(25:34) Melania chimes in
(25:43) Categories of grift in NFT’s
(30:47) Ourcrowd - Check out the deal of the week at https://ourcrowd.com/twist
(32:03) Jason predicts NFT lawsuits in 2023
(33:06) Toxicity in the bitcoin cult
(35:00) What are good uses for blockchains and the web3 shift
(35:55) Jason’s defense of bitcoin
(36:42) Molly White’s counter to Jason’s defense of bitcoin
(38:17) Problems with energy consumption in bitcoin
(40:22) Can bitcoin help store monetary value in authoritarian countries?
(42:39) Are DAOs (decentralized autonomous organizations) a good idea?
(48:27) Questions companies need to be able to answer in the life of their product
(49:39) The downfall of Enron: “How does this company make money?”
(52:16) The caveats of being ok with true decentralization
(55:10) Doxxing in crypto
(01:04:03) Brigading in crypto and social media
Check out Web 3 is Going Great: https://www.web3isgoinggreat.com
FOLLOW Molly: https://twitter.com/molly0xFFF
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
First up is a VC Sunday school where Jason discusses what investors mean when they say "we are interested in investing, but come back when you found a lead" (1:51). Then, we tease Molly's EV review of the Audi e-tron Sportback (20:42). To wrap, Molly does a This Week in Climate Startups segment with Seth Bannon, a founding Partner of Fifty Years, a Venture capital firm investing in climate solutions (34:12). You will learn:
1. The convictions that unpin Fifty Years' investment thesis
2. Why Seth thinks VC has lost his way
3. Why increasing longevity could be a net-positive for climate
4. How Fifty Years measures impact of their investments
5. How Seth evaluates the potential negative externalities of his investments
6. How his PhD to VC program works
(recorded on 2/9/22)
Show Notes:
(00:00) Jason and Molly tee up today’s topics: VC Sunday School, Molly’s EV reviews, and This Week in Climate Startups!
(01:51) VC Sunday School: Why some investors wait for founders to “find a lead”
(09:59) Odoo - Get your first app free and a $1000 credit at https://odoo.com/twist
(11:04) Getting to the root of why VCs wait for leads: nobody likes to turn down founders, LAUNCH role playing
(19:36) Revelo - Get 20% off the first 3 months by mentioning TWIST at https://revelo.io/twist
(20:42) Molly’s EV Review (check out at https://youtube.com/thisweekin), breaking down the next wave of EVs
(32:42) Bubble. Get one month free of a no-code plan at https://bubble.io/twist
(34:12) Seth Bannon of Fifty Years, raising their first fund, investment break down
(47:11) Seth’s thoughts on the startup ecosystem “losing its way” over the past few years
(55:03) Helping climate entrepreneurs
Check out Fifty Years: https://fiftyyears.com
FOLLOW Seth: https://twitter.com/sethbannon
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
Jason chats with David Heinemeier Hansson (2:03) about global governments reacting to COVID, Basecamp’s Twitter cycle blowup last spring when more than 1/3 of the company left, the shift from debating in the public square (Twitter) to debating in private with friends on group chats. We also talk about why David now sees a case for Bitcoin after Canada leans toward authoritarianism.
(00:00) Jason and Molly intro today’s episode, David Heinemeier Hansson, OK Boomer with Tony Tran of Lumanu
(02:03) Jason catches up with David Heinemeier Hansson
(07:05) DHH on Living in Denmark during COVID
(10:31) Ourcrowd - Check out the deal of the week at https://ourcrowd.com/twist
(11:41) Social media: a weapon of mass disfunction
(20:08) Eight Sleep - Go to https://eightsleep.com/twist to check out the Pod Pro Cover and get $150 off at checkout!
(21:40) DHH on keeping politics out of the workplace and offering severance for company culture unity
(31:14) Marlow - Get 15% off your individual or team memberships at https://getmarlow.com/twist
(32:41) Jason and DHH on the joys of working at home
(39:41) Jason and DHH discuss the downsides of social media
(46:50) Why DHH changed his position on cryptocurrency and the Canadian trucker protests
(01:34:15) Jason, Molly, and Rachel intro this week’s OK Boomer
(01:36:02) Rachel speaks with Tony Tran, CEO of Lumanu
Read David's Blog: https://world.hey.com/dhh
FOLLOW David: https://twitter.com/dhh
Check out Lumanu: https://www.lumanu.com/
FOLLOW Tony: https://twitter.com/TonyTranNYC
FOLLOW Rachel: https://twitter.com/_rachelbraun
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
Molly interviews Jason about raising "LAUNCH Fund I." This season of Angel is focused on the nitty-gritty details of raising and running a first-time fund (22:47). Jason shares everything from getting his first check to his biggest mistakes. But first, we discuss the biggest cybersecurity hacks of the last decade and potential risks going forward (1:32).
(00:00) Jason and Molly intro the show, cybersecurity and Russia invading Ukraine, Molly interviews the OG Angel
(01:32) Cybersecurity and Russia’s military invasion of Ukraine
(12:40) LinkedIn Jobs - Go to https://linkedIn.com/angel and post your first job for free.
(15:06) TikTok’s not secure, Florida water treatment plant hacked last year
(17:27) Hiring “bounty hackers” for defense
(21:33) Ourcrowd - Check out the deal of the week at https://ourcrowd.com/twist
(22:47) Molly interviews the original Angel, Jason
(36:52) Embroker - Get an extra 10% off insurance for your business at https://Embroker.com/twist
(38:18) Jason tells Molly what didn’t work out with his first LAUNCH fund
(48:14) When Jason knew the fund model would work
(58:48) How his role as changed as the fund has scaled
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
Mentioned in the episode
NotPetya: https://www.wired.com/story/notpetya-cyberattack-ukraine-russia-code-crashed-the-world/
Colonial Pipeline: https://www.bloomberg.com/news/articles/2021-06-04/hackers-breached-colonial-pipeline-using-compromised-password
Solar Winds: https://www.npr.org/2021/04/16/985439655/a-worst-nightmare-cyberattack-the-untold-story-of-the-solarwinds-hack
First we discuss Kanye’s new “STEM Player” bluetooth speaker, and why he’s trying to diversify away from Spotify and streaming platforms (2:21). We continue with a discussion about platform reliance one founder saw his business destroyed overnight by Facebook (25:17). Then we cover Pipe.com’s recent acquisition which is bringing them into the media space (28:59)! Lastly, Molly chats with Launch Accelerator Cohort 24 founder Joshe Ordonez, the CEO of Airpals about her awesome messenger service startup (39:44).
(0:00) Jason and Molly tee up today’s topics: Kanye’s genius move, the pitfalls of platform reliance, Pipe’s interesting acquisition, and Molly interviews another LA24 founder
(2:21) Kanye’s genius move: diversifying away from streaming platforms
(12:17) Notion - Go to https://Notion.so and use promo code TWIST to get $250 off its annual team plan
(13:49) Possibilities opened by Kanye’s move, risks of platform reliance
(23:55) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
(25:17) Jason gives final thoughts on leveraging platforms, but owning the relationship with consumers
(28:59) Pipe’s newest acquisition will help them bring non-dilutive capital to the entertainment industry
(38:27) Vanta - Get get $1,000 off automating your SOC 2 at https://vanta.com/twist
(39:44) Molly sits down with LA24 founder Joshe Ordonez, CEO of Airpals
Check out Airpals: https://www.airpals.co
FOLLOW Joshe: https://twitter.com/JosheOrdonez
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
First, we cover Coinbase CEO Brian Armstrong potentially taking credit for an idea generated by a creative firm (2:09). Then, we cover Peloton’s new CEO Barry McCarthy's vision for a revitalized Peloton (15:29). To wrap, we break down a dozen growth stocks that are down over 60% off their 52-week highs. We forecast two winners, one with the highest upside and one with the lowest downside (27:53).
(0:00) Jason and Molly tee up today’s topics: Coinbase CEO gets called out by ad agency, Peloton’s new CEO hints at a platform play, drafting beat up tech stocks, and Molly’s Startup of the Day!
(2:03) Coinbase CEO Brian Armstrong gets called out for not crediting an ad agency in his Twitter thread
(14:20) Ourcrowd - Check out the deal of the week at https://ourcrowd.com/twist
(15:290 Peloton CEO Barry McCarthy hints at creating an open platform for fitness creators
(26:30) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/TWIST
(27:53) Tech stock pullback draft: $HOOD, $TWLO, $ZM, $SQ
(39:25) Odoo - Get your first app free and a $1000 credit at https://odoo.com/twist
(40:29) Tech stock pullback draft cont’d: $OPEN, $ROKU, $CRSP, $RBLX, final selections
(59:34) Molly reflects on her week and gives a climate-focused Startup of the Day!
(1:18:31) Jason takes a few questions from the noti gang
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
The Brian Armstrong Thread: https://twitter.com/brian_armstrong/status/1495635907801923584?s=20&t=iFNMbAcau5ZV2FH-ZtavHg
NYT with Barry McCarthy: https://www.nytimes.com/2022/02/19/business/dealbook/barry-mccarthy-interview-peloton.html
00:00 Jason intros the show, Roach Captial's first fund, and Producer Rachel's interview with the Dive Chat founder01:33 Angel Season 6 - First Time Funds
04:07 Fahd Ananta of Roach Capital's path from founder to PM to VC
06:08 Fahd's Angel investing beginnings in at Shopify
10:20 How Fahd made the transition from Angel investing to raising a fund
13:03 Ourcrowd - Check out the deal of the week at https://ourcrowd.com/twist
14:11 Using geography (Canada) as a competitive advantage to raise capital as a VC
18:34 How Fahd has differentiates himself to founders
22:15 Embroker - Get an extra 10% off insurance for your business at https://Embroker.com/twist
23:19 Fahd's investing thesis
26:05 Early winners in Fahd's portfolio
32:33 LinkedIn Marketing - Get a $100 LinkedIn ad credit at https://linkedin.com/AngelPod
34:09 Ok Boomer, Producer Rachel talks to John Herrick, the CTO of Dive Chat a new messaging and event app
Check out Roach Cap: https://roachcap.com
FOLLOW Fahd: https://twitter.com/fahdananta
Check out Dive Chat: https://dive.chat/
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
Ashley Carman joins Jason & Molly to discuss Spotify's acquisition of podcast ad-tech companies Chartable and Podsights (1:55). Ashley is a senior reporter at The Verge and the lead writer at HotPod. We dig into why she thinks Spotify's main competition is YouTube and how the Big Tech and Big Media podcasting efforts are playing out.
After that, 10 companies pitch Jason and the team in rapid-fire (46:16). These startups went through Founder University, a 12-week course run by the team at Launch.
0:00 Jason and Molly tee up today’s topics: Spotify’s podcasting ambitions with Ashley Carman PLUS 10 founder pitches from Founder University
1:55 Ashley Carman joins to break down the news: Spotify acquires Chartable and Podsights, she also covers what happened to Clubhouse
13:25 Ourcrowd - Check out the deal of the week at https://ourcrowd.com/twist
14:29 What podcasting loses by going with dynamically inserted ads, building for creators vs. building for established brands, Spotify going after YouTube as the main platform for creators
26:45 Linode - Apply to their Rise program for founder-led, early-stage startups and get 3 years of discounts at https://linode.com/twist.
27:52 Podcast tracking users habits, why Spotify is rejecting open standards, sleeping giants in the podcasting space
37:01 Mercury - Banking built for startups. See more at https://mercury.com/twist
38:26 Reflecting on Lumiary’s big bet to be the HBO of podcasting
46:16 First 5 pitches: Giphting, Chojuu, TaCo, Term Payments, Fix6 PLUS judge feedback
1:02:05 5 Next 5 pitches: Remotespace. SavvyTeam, Gaan, Timewell, Innocuous AI PLUS judge feedback
FOLLOW Ashley: https://twitter.com/ashleyrcarman
Check out Founder University: https://www.founder.university
Companies Pitching: Giphting, Chojuu, TaCo, Term Payments, Fix6, Remotespace, SavvyTeam, Gaan, Timewell, Innocuous AI
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
World-class investor-operator Keith Rabois is back for his eighth time!
But first, Jason breaks down Airbnb’s great Q4 and full-year earnings report (2:42) and how its customer segment is evolving. Then, he briefly covers the SF Board of Education recall (22:58).
When Keith joins (31:27), he and Jason discuss:
1. How he called the top of the tech market in November 2021
2. Keith's 2019 prediction that came true
2. Venture Capital's decaying price discipline
3. Facebook's challenge ahead
4. Six predictions for the market
Notes
0:00 Jason intros today’s topics: $ABNB full year earnings, SF BOE recall, and a Keith Rabois interview
2:42 Jason breaks down Airbnb’s full year results
11:57 Vanta - Get get $1,000 off automating your SOC 2 at https://vanta.com/twist
13:14 Jason reflects on Airbnb’s roadmap based on clues from their earnings report
21:42 Gun.io - Get $250 off your first developer hire at https://Gun.io/twist!
22:58 SF Board of Education recall, tech people getting involved in government
29:56 Eight Sleep - Go to https://eightsleep.com/twist to check out the Pod Pro Cover and get $150 off at checkout!
31:27 Keith Rabois joins and talks with Jason about calling the top of the tech market in November
43:27 Reflecting on the absence of pricing discipline in VC and how the FED is running out of tools to combat inflation
53:34 Breaking down Facebook’s precarious situation
1:05:16 6 Market predictions
Check out Founders Fund: https://www.foundersfund.com
FOLLOW Keith: https://twitter.com/rabois
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
Catalyzed by a Ryan Breslow viral tweetstorm, we break down the arguments for if companies should loan money to employees to allow them to exercise their stock options early (1:42). Then, we briefly cover Nvidia’s attempted Arm acquisition falling through and what it might mean for the SoftBank-owned chip designer (30:21). Finally, Molly interviews Craig Zingerline from Growth University, a LAUNCH Accelerator founder (38:00)!
(0:00) Jason and Molly tee up today’s topics: Bolt CEO strikes again, Nvidia’s failed Arm acquisition, interview with LAUNCH Accelerator Cohort 24 founder Craig Zingerline
(1:42) Jason breaks down employee stock options and how equity works at early-stage startups
(10:29) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist
(11:27) How has Bolt CEO Ryan Breslow changed equity options for his employees? Is this new model smart or way too risky?
(21:19) RealGoodFoods - Go to https://realgoodfoods.com and use code TWIST for $15 off!
(22:41) VC response to Bolt’s new stock option plan, Jason’s final thoughts
(30:21) Nvidia’s failed acquisition of Arm, is this another SoftBank flop?
(35:21) Teeing up the Craig Zingerline interview
(36:50) Ourcrowd - Check out the deal of the week at https://ourcrowd.com/twist
(38:00) Molly interview current LAUNCH Accelerator portfolio founder Craig Zingerline about his startup Growth University
Check out Growth University: https://growthuniversity.io/
FOLLOW Craig: https://twitter.com/craigzingerline
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
Ryan Breslow's Tweet in Question: https://twitter.com/theryanking/status/1493390167461224451
First, we break down the Crypto companies that ran super bowl ads and see how they stack up against the dot-com era ads (1:53). Then, we do an update on Joby aviation now that they are trying to roll out an air taxi service in South Korea (28:03). To wrap, Molly covers the BNPL (Buy Now, Pay Later) space and the challenges these companies are having as they scale, specifically Affirm's recent earnings (36:49).
(0:00) Jason and Molly tee up today’s show… from alternate timelines!
(1:53) Comparing the 2022 influx of Super Bowl crypto ads with the Dot-com Era ads of 2000, right before the crash
(9:29) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
(10:47) How tech companies think about Super Bowl advertising PLUS Jason breaks down the big four crypto ads: Coinbase, FTX, Crypto.com and eToro
(23:25) Boast - Get your R&D tax credits without the hassle at https://boast.ai/twist
(24:40) Jason’s favorite Super Bowl ad, Sopranos theories
(28:03) JOBY Aviation making waves lately: SK deal, FCC proposal, Air Force contract, record-breaking speed
(35:45) Odoo - Get your first app free and a $1000 credit at https://odoo.com/twist
(36:49) Molly breaks down the BNPL space and Affirm’s recent troubles
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
Jason and Molly begin this double-header Sunday show with a VC Sunday School segment on top-tier VC behavior (01:38). You will learn:
1. How first-tier VCs compare to second-tier VCs
2. When VCs should intervene in a portfolio company
3. The difference between micromanaging and good governance
4. Jason's framework for ensuring alignment: Mission, Plan, Strategy, Tactics
5. Why good Board Members remain calm and positive
Then, Molly is joined by Mike Lin from Dangerous Ventures for a This Week in Climate Startups segment (22:00). You will learn:
1. What Mike learned from working at Makani Power (acquired by Google X)
2. The potential of "muscle-powered" energy and its limits
3. Lessons from the failed Potenco generator & One Laptop Per Child project
4. How Mike got himself fired from Apple for insubordination
5. Why Dangerous Ventures is backing "Dunkirk" climate solutions
Show Notes:
(00:00) Jason and Molly tee up the show, Top VC vs. Second-tier VCs, Mike Lin from Dangerous Ventures
(01:38) The behavior difference between a top tier VC and a second tier VC
(09:23) Where VCs should actually intervene in a portfolio company, micromanaging vs. good governance
(11:47) First Republic Bank - Discover what a long-term financial relationship can do for you. Visit https://firstrepublic.com/startup today to learn more.
(12:50) What needs to be in alignment Mission, Plan, Strategy, Tactics
(14:58) Why good Board Members are calm and positive
(19:30) Jason and Molly intro the This Week in Climate Startups segment
(20:40) Superside - Go to https://superside.com/twist to get $3000 or more in credits when you sign up for an annual subscription
(22:00) Mike Lin from Dangerous Ventures discusses his previous startup experience at Makani Power
(26:09) Can muscle-powered energy come back?
(27:57) Pulling Power from the Sky: The Story of Makani
(30:56) Notion - Go to https://Notion.so and use promo code TWIST to get $250 off its annual team plan
(32:28) Lessons from Mike's time as the founder of Fenix, which was bringing power to low income economies, and the lessons from the failed Potenco generator & One Laptop Per Child project
(36:35) How Fenix rose out of the ashes of his previous startup, Fenix's smart battery
(39:55) Why Mike Lin was fired as an Apple contractor for insubordination
(43:39) Who is going to actually solve the climate crisis?
(46:15) Mike's ambition at Dangerous Ventures and why they are backing "Dunkirk" climate solutions
(53:43) Managing a micro-fund and using SPVs to build initial momentum
Check out Dangerous Ventures: https://www.dangerous.co/
FOLLOW Mike: https://twitter.com/tweetmikelin
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
Jason and Molly open the shown discussing Disney’s Q1 Earnings and the 37% increase in Disney+ subscribers (01:51).
Then, Qloo CEO Alex Elias joins to discuss his AI prediction company (21:12). You will learn:
1. How Qloo uses machine learning to understand taste and draw cultural correlations
2. Why Qloo adopted an API business model and is focused on developers
3. Ways businesses and brands are using Qloo to improve customer experience and drive revenue
To wrap, we have an “OK Boomer” segment where Producer Rachel speaks with Zehra Naqvi from Republic (45:21). They disucss Zehra's work at Republic as an investment associate (48:00) and how Zehra developed the Z-list to facilitate intros between startups & VCs (55:21).
(00:00) Jason and Molly open the show, Disney Earnings, Alex Elias from Qloo, Rachel OK Boomer
(01:51) Disney added 34% increase in revenue and 37% increase in Disney plus subscribers
(06:56) Netflix vs. Disney on streaming growth
(10:07) Revelo - Get 20% off the first 3 months by mentioning TWIST at https://revelo.io/twist
(11:37) How different streaming companies cultivate and develop new IP vs. exploit existing IP
(19:42) Assure - To get 20% off your first Special Purpose Vehicle (SPV) visit https://Assure.co/twist
(21:12) Alex Elias from Qloo, a company that uses artificial intelligence (AI) to understand taste and draw cultural correlations
(26:48) How Qloo is used by developers to make predictions
(32:06) Ourcrowd - Check out the deal of the week at https://ourcrowd.com/twist
(33:15) Qloo's business model and example use cases with large brands
(40:10) How restaurant groups are using Qloo to determine the right music for their restaurants
(45:21) OK Boomer intro, Rachel speaks with Zehra Naqvi from Republic
(48:00) Zehra's work at Republic as an investment associate
(51:09) The path to being an investment associate
(55:21) How Zehra developed the Z-list to facilitate intros between startups & VCs
Check out Qloo: https://www.qloo.com
FOLLOW Alex: https://twitter.com/ape
FOLLOW Zehra: https://twitter.com/zehranaqvi_
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
In the opening news segment, Molly and Jason break down the news around Peloton's new CEO, Barry McCarthy, including the open letter he sent to the company, his background and principles for success (2:05).
Then, Monique Woodard of Cake Ventures joins for Episode 5 of Season 6 of Angel (32:50). Monique was a founder, startup community leader, VC scout, and VC partner before raising her first fund.
In this episode you will learn:
(0:00) Jason and Molly tee up today’s topics: Breaking down Peloton’s new CEO background and leadership style and an amazing interview with Monique Woodard (Cake Ventures)
(2:05 ) Understanding Peloton’s new CEO and the value of its user base
(12:47) LinkedIn - Post your first job for free at https://linkedIn.com/angel
(14:15) Some more fun with numbers, plus breaking down Barry McCarthy’s introduction email to all Peloton employees
(21:43) Ourcrowd - Check out the deal of the week at https://ourcrowd.com/twist
(22:54) Finalizing McCarthy’s “principles of success” list and reflecting on the difficulty of a turnaround
(31:32) Embroker - Get an extra 10% off insurance for your business at https://Embroker.com/twist
(32:50) Introducing Cake Ventures’ Founder & Partner Monique Woodard: Understanding Cake’s thesis on investing in demographic change
(42:20) Fundraising as a founder vs. fundraising as an aspiring fund manager, understanding how different types of LPs invest
(50:58) Check sizes differences from institutional LPs and individual LPs, understanding multiple fund closes
(1:07:18) Managing deal flow as a first-time fund manager, is the industry becoming more welcoming to underrepresented fund managers?
Check out Cake Ventures: https://cake.vc/
FOLLOW Monique: https://twitter.com/MoniqueWoodard
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
We have a great interview with a serial-founder today! But first, Molly and Jason cover one of the craziest stories of the year. A couple has been charged with conspiring to launder ~$3.6B worth of crypto from the 2016 Bitfinex hack. Ilya is a former YC founder and Heather part-time rapper.
Today’s Guest is Peter Reinhardt, the co-founder of Segment, a customer data platform that sold to Twillio for $3.2B. Peter discusses his new company, Charm Industrial, which is focused on carbon capture and removal. You will learn:
1. How they turn agricultural waste and biomass into a high-carbon fuel
2. The carbon-removal benefits of injecting the bio-fuel into old oil wells
3. Why carbon capture is an important piece of getting to Net Zero
4. The potential impact of Charm Industrial if it succeeds (total CO2 tonnage)
5. Why this process differs from more passive ways of carbon offsets
6. How he landed customers like Shopify & Stripe (and why he thinks companies will continue to do this, even without government regulation)
0:00 Jason and Molly tee up today’s topics: a MAJOR crypto scandal and an amazing interview!
2:14 Breaking down the $3.6B Bitcoin seizure federal investigators
13:39 Eight Sleep - Go to https://eightsleep.com/twist to check out the Pod Pro Cover and get $150 off at checkout!
14:56 Explaining how the laundering happened mechanically
18:21 Jason’s prior emails re: the YC founders’ company, jumping to BAYC “doxxing” story
24:25 Vanta - Get get $1,000 off automating your SOC 2 at https://vanta.com/twist
25:44 The most amazing part of this story: Razzlekhan the rapper, and Ilya the s***poster; plus Jason and Molly cast the docu-series for this disaster
33:12 Fiverr - Sign up for https://Fiverr.com/Business free for the first year and save 10% on your purchase with promo code JASON
34:34 Crypto brigading, crypto’s impact on the environment
42:00 Charm Industrial’s Peter Reinhardt (formerly of Segment) speaks about Segment selling to Twilio for $3B+
51:38 Charm Industrial’s origin story, understanding industrial de-carbonization and carbon removal
1:05:11 1 TAM for carbon removal companies, breaking down the 4 quadrants of fighting climate change
Check out Charm Industrial: https://www.charmindustrial.com
FOLLOW Peter: https://twitter.com/reinpk
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
Molly and Jason cover Peter Thiel stepping down from FB’s board and look back at the board's evolution over time (2:07). Next, we cover Joe Lonsdale’s op-ed in the Wall Street Journal, where he argues AWS should be split off from Amazon (27:41). We debate if valuations would increase if separated. Then, Peloton Founder & CEO John Foley is stepping down as the firm lays off 2800 people (40:30). We debate if they angling for an acquisition or making a turnaround attempt. To wrap, we discuss our startup of the day, Island, which is a browser for enterprise with a big valuation for a pre-product company (50:11).
00:00 Jason and Molly tee up today’s topics
02:07 Peter Thiel is stepping down from Meta’s board after almost 17 years of service
11:48 Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/TWIST
13:12 Thiel maximizing political influence, Marc Andreessen’s shadow advice to Zuckerberg, other $FB board squabbles
24:32 Marlow - Get 15% off your individual or team memberships at https://getmarlow.com/twist.
25:47 Reed Hastings testy email to Peter Thiel in 2016 (while they were both $FB board members)
27:41 Joe Lonsdale’s case for splitting AWS away from Amazon’s retail business
39:08 Indochino - Get $50 off any purchase of $399 or more by using code TWIST at checkout https://indochino.com
40:30 Peloton CEO John Foley steps down as the company lays off ~2800 employees (20% of its corporate workforce)
50:11 Startup of the Day: Island.io — enterprise browsers in the cloud: valuation vs. traction, founder, market, and more
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
Molly and Jason catch up on the big news stories from the weekend. First, we talk about the Joe Rogan & Spotify saga (1:51) and size up the odds of Rogan finishing out his contract with Spotify (15:41). Then, we cover Facebook warning about pulling Instagram and Facebook out of Europe due to privacy regulations (29:54). Next, we cover GoFundMe’s decision to pull funding for the “Freedom Convoy” protesters in Canada. We wrap with a discussion of the WSJ's reporting that Amazon is considering acquiring Peloton (57:26).
0:00 Jason and Molly intro today’s topics!
1:51 Daniel Ek’s comments on the newest Joe Rogan controversy: Is Spotify a publisher? Why or why not?
14:26 Ourcrowd - Check out the deal of the week at https://ourcrowd.com/twist
15:41 Jason predicts the endgame for Joe Rogan and Spotify, Molly and Jason break down the odds of Rogan finishing out his contract with Spotify
27:45 Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
29:03 Wrapping on Rogan/Spotify
29:54 $FB warns the SEC and shareholders they could pull out of Europe pending new privacy laws, how Meta could win over public sentiment
39:29 Superside - Go to https://superside.com/twist to get $3000 or more in credits when you sign up for an annual subscription
40:51 Meta’s need for a “coalition,” does $FB need new leadership? Plus, Jason fixes Meta’s PR mess
45:52 GoFundMe’s controversial decision re: Canadian truckers “Freedom Convoy”
57:26 Amazon rumored to be looking at a potential Peloton acquisition, Jason takes credit for a hot take
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
John Doerr of Kleiner Perkins joins to discuss his lessons from a career of investing and his new book "Speed & Scale: An Action Plan for Solving Our Climate Crisis Now," alongside his co-author Ryan Panchadsaram.
But first, Jason gives a 10-minute crash course on how to navigate messy cap tables in our latest VC Sunday School segment (1:54).
Then John and Ryan join Molly and Jason for a conversation (15:11). In this episode, you will learn:
1. The six objectives and four accelerants to reach zero emissions by 2050
2. Why Nuclear power is an important part of the plan, but cannot be the only solution
3. The biggest blockers to rapid climate progress and why "the climate crisis is under-hyped"
4. Hard-won lessons from funding solar companies
5. How John assesses founders and develops conviction to invest
6. Indications John saw that Jeff Bezos was an exceptional entrepreneur
7. Where investors should focus to drive the biggest output
(0:00) Jason and Molly intro the show, John Doerr, saving the climate and cap tables
(01:54) VC Sunday School - When is a Cap table too messy?
(07:29) Why VCs want founders to maintain more than 50% equity in the seed round
(10:02) Odoo - Get your first app free and a $1000 credit at https://odoo.com/twist
(11:08) What are the metrics for a red flag?
(15:11) Interview - John Doerr and Ryan Panchadsaram, on the path to zero emissions
(20:44) Bubble. Get one month free of a no-code plan at https://bubble.io/twist
(22:17) Six objectives to reach zero emissions
(30:22) The four accelerants needed to cut emissions in half by 2030 and hit the target by 2050
(31:28) Revelo - Get 20% off the first 3 months by mentioning TWIST at https://revelo.io/twist
(32:56) Where investors can focus to drive the biggest change, why the time for "individual action has passed" and we need collective action
(35:22) Why Nuclear power is an important part of the plan, but will not be deployed in time
(42:06) Identifying the biggest blockers to rapid progress
(47:37) Lessons from funding solar companies, why they require more capital and more intellectual rigor
(51:32) How Kleiner's early climate investment portfolio performed
(54:40) How Jason came to own the Roadster that KP Partner Ray Lane had ordered
(56:29) How Kleiner invests in Beyond Meat
(58:16) How John assesses founders and develops conviction to invest
(1:03:52) John spending time with Jeff Bezos, how Jeff actually knew how to pull his own revenue numbers with a UNIX grep command
(1:07:49) Why John thinks the Climate Crisis is under-hyped
(1:16:13) Where should investors focus?
Read Speed & Scale: https://speedandscale.com
FOLLOW John: https://twitter.com/johndoerr
FOLLOW Ryan: https://twitter.com/rypan
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
First Jason and Molly discuss reports from "The Information" that Jokr is looking to sell its NYC delivery business due to heightened competition (1:51). Next, they cover how Cruise is opening up its driverless vehicles to give rides in San Francisco (11:09).
Then, Gopuff Co-founder and Co-CEO Rafael Ilishayev joins to discuss his rapid delivery business (19:12).
Almost a decade ago, Raf and his co-founder Yakir Gola started one of the fastest-growing commerce businesses while in college. Most recently they raised $1B at a reported $15B valuation in July 2021. In this episode, you will learn:
1. The rationale behind operating a vertically-integrated model
2. How they operate hundreds of micro-fulfillment centers & manage deliveries in 20 minutes
3. Why they acquired BevMo and Liquor Barn to accelerate their alcohol delivery business instead of building it themselves
4. The challenges he sees going forward to operate the business well
5. Why Gopuff launched their own private label called “Basically” and hot food offering called "Gopuff Kitchens"
6. How influencers like Mr. Beast are choosing Gopuff as a key platform to distribute products
Check out Gopuff: https://www.gopuff.com
FOLLOW Raf: https://twitter.com/Rafaelilishayev
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
(00:00) Molly and Jason intro the show
(01:51) The Information reported that Jokr is shopping it's NYC delivery business
(09:57) Masterworks - Skip the waitlist to invest in art using promo code TWIST at https://Masterworks.io
(11:09) We Live in the Future - Cruise Robotaxis open up for SF public in limited quantities
(17:56) Linode - Apply to their Rise program for founder-led, early-stage startups and get 3 years of discounts at https://linode.com/twist.
(19:12) Interview Gopuff Co-CEO Rafael Ilishayev
(31:41) Ourcrowd - Check out the deal of the week at https://ourcrowd.com/twist
(32:54) Gopuff's focus on the SKUs that matter for their customers
(35:10) Can Gopuff operate profitably?
(38:41) Managing Gopuff deliveries
(43:34) Gopuff's pace of expansion
(49:45) Will Gopuff enter the cannabis market?
(50:51) What are Gopuff's potential headwinds?
(53:27) Why Mr. Beast picked Gopuff as a distribution channel
(59:24) How Gopuff picked up talent from the defunct Brandless team to launch their house brand, Basically
(61:59) Gopuff's sustainability measures
In the opening news segment, Molly and Jason break down the numbers behind Facebook's colossal drop in market cap (2:42). Then, they cover a company that seems to be violating music copyrights to sell NFTS (38:14).
Then, Paige Finn of Behind Genius joins for Episode 4 of Season 6 of Angel (49:45). Paige became interested in venture capital during college, but within a year and a half of graduating in 2020 she already has a fund!
In this episode you will learn:
1. How she secured her first allocation before having a fund
2. The steps she took to set up an SPV while being a non-accredited investor
3. How she raised a $1.6m fund
4. Behind Genius' investing thesis and strategy
5. The books that have most influenced her work and writing style
6. Why she wrote a picture book (for adults) called "Seed to Harvest: A Simple Explanation of Venture Capital"
00:00 Jason & Molly introduce the show
02:42 Facebook's painful $220B market cap drawdown
07:32 Is blaming Apple
10:29 LinkedIn - Post your first job for free at https://linkedIn.com/twist
11:37 "This is one of the most hardcore hits I've ever seen in business"
14:11 Would Zuckerberg leaving hurt the company even more?
17:33 Do rebrand's ever really work?
20:08 Embroker - Get an extra 10% off insurance for your business at https://Embroker.com/twist
21:29 Could Facebook have been a successful hardware operator?
25:03 Breaking down the numbers around Meta's future business
30:32 Ourcrowd - Check out the deal of the week at https://ourcrowd.com/twist
31:51 Is there a solution for Zuckerberg?
36:28 How Jason's divorced friends use Instagram
38:12 NFT site "Hitpiece" accused of trying to sell songs without consulting original artists
49:44 Interview - Paige Finn of Behind Genius
52:02 How Paige learned about VC in 2018
55:28 Behind Genius' investing thesis and strategy
1:00:05 How Paige set up an SPV while being a non-accredited investor
1:10:11 How her book "Seed to Harvest: A Simple Explanation of Venture Capital" helped her gain credibility
1:13:51 Paige's most influential books
1:23:09 Paige's day to day life as an investor
1:33:55 Plugs from the TWIST team
Check out Behind Genius Ventures: https://www.behindgeniusventures.com
FOLLOW Packy: https://twitter.com/paigefinnn
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
First, Jason explains how someone copied the All-In podcast, put in ads, and then redirected Google’s podcast player to display it as the real All-In feed (1:44). Then, we break down Google's Q4 and full year earnings for 2021 (18:25). Is Google the best business ever? Then, Jason tells the story of “The Great iPad Troll of 2010” (45:10).
00:00 Jason & Molly intro the show
01:44 How someone hijacked the All-In podcast feed and started serving ads on it
02:18 Funny story about Jason wanting to monetize All-In, and why it's not
03:07 We get sidetracked talking about private jets
07:31 What actually happened with the All-In feed
11:12 Vanta - Get get $1,000 off automating your SOC 2 at https://vanta.com/twist
12:31 Fair use and the growing culture of limited credit on the internet
16:28 Jason gets sidetracked talking about Book of Boba Fett
18:07 Thank you to the fans and Google who sorted it all out
18:25 Google's "Bonkers" earnings
20:18 Eight Sleep - Go to https://eightsleep.com/twist to check out the Pod Pro Cover and get $150 off at checkout!
21:35 Google's net income was up 90% year over year
29:46 Gun.io - Get $250 off your first developer hire at https://Gun.io/twist!
31:04 Google's big problem, more money than they know what to do with
45:10 Jason's crazy iPad story from 2010
54:24 A note from the show
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
Another big news drop in the gaming space! Jason and Molly discuss Sony is acquiring Bungie for $3.6B (2:36). We break down what this means for Sony, Bungie’s crazy history, and if other big tech giants should look for M&A targets in gaming. Then, we talk about our startup of the day called Metafy which allows pro gamers to do 1-on-1 teaching, online for hourly rates (29:38). Finally we wrap with Shopify CEO Tobi Lütke joining Coinbase’s board (48:33).
(00:00) Jason & Molly tee up the topics, Sony's big acquisition, Metafy
(02:36) Sony is acquiring Bungie for $3.6B & Bungie history
(10:41) Boast - Get your R&D tax credits without the hassle at https://boast.ai/twist
(11:58) Other big tech giants should look for M&A targets in gaming
(19:46) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist
(21:27) Current console pricing and Big Tech competition
(29:38) Startup of the day - Metafy is company where pro gamers to do 1-on-1 teaching online for hourly rates
(32:07) RealGoodFoods - Go to https://realgoodfoods.com and use code TWIST for $15 off!
(33:39) Breaking down Metafy's raise and investment terms
(42:11) Jason explains how Blayze is another example of pro-coaching for athletic training
(48:33) Shopify CEO Tobi Lutke joining Coinbase’s board
(01:10:11) Learn what's going on at TWIST
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
Over the weekend Bolt CEO Ryan Breslow wrote a big thread on why he thinks Y Combinator isn't worth it. We break it down point by point and assess the validity of the claims (7:07). Right before we started recording, news broke that Breslow was leaving the CEO role to assume the executive chairman position, so we cover that too (2:11). Then, we cover Joe Rogan’s expla-nology (explanation/apology) video regarding his COVID-related interviews that have upset many. We react to his response, Spotify's new COVID policy and reflect on the risks to Spotify’s business overall (44:32).
(0:00) Jason and Molly tee up today’s topics: Bolt CEO steps down after another spicy thread, Rogan “apologizes” for COVID misinformation
(2:11) Bolt CEO Ryan Breslow stepped down as CEO to executive chair: was it really his decision?
(7:07) Jason and Molly break down Breslow’s thread on YC not being worth it for founders
(15:43) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
(17:00) Breslow’s YC thread cont.: breaking down Breslow’s five beliefs about YC
(27:53) Ourcrowd - Check out the deal of the week at https://ourcrowd.com/twist
(29:11) YC scaling fundraising and opening access to venture capital to more groups of founders; Breslow’s advice on building a network and fundraising
(36:03) Marlow - Get 15% off your individual or team memberships at https://getmarlow.com/twist.
(37:18) YC alumni have started a blockchain-based DAO called Orange DAO to invest in crypto startups
(44:32) Joe Rogan’s “apology” video and Spotify’s new COVID disclaimer: Molly nails the prediction, has Spotify done a bad job of content moderation so far?
(53:42) Breaking down Joe Rogan’s explanology (explanation/apology) piece by piece
(1:13:17) Jason breaks down the math of Spotify acquiring Joe Rogan for ~$100M and Howard Stern’s similar deal with Sirius XM
Ryan's Thread: https://twitter.com/theryanking/status/1487500943511932941
Joe Rogan's Video: https://www.instagram.com/p/CZYQ_nDJi6G/
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
Jason says, "fortunes are made in the down market and collected in the up market." In today's VC Sunday School Jason and Molly discuss how a down market impacts early-stage investors (01:45). You will learn:
1. Risks to VC fundraising when valuations are down
2. If your investing process should vary depending on market conditions
3. How a down market impacts future returns
4. Why founders should have 18 months of runway
5. How founders can turn a down market into an advantage
Then, Molly chats with Emily Kirsch, Managing Partner of Powerhouse Ventures for a This Week in Climate Startups segment (25:53). Emily is a climate investor and they discuss:
1. Why Powerhouse is focused on software
2. Climate change's potential impact on GDP
3. How financial tools enabled the solar revolution
4. Regulations impacting climate investing
5. How different climate tech investors work together
6. The imbalance between climate tech founders and companies
(00:00) Molly and Jason intro the show
(01:45) VC Sunday School: how a down market impacts the early-stage
(05:45) Risks to VC fundraising when valuations are down
(09:37) Should investors standards change depending on market conditions?
(12:24) Bubble. Get one month free of a no-code plan at https://bubble.io/twist
(13:53) How a down market impacts future returns
(18:55) Why founders should have 18 months of runway
(21:21) How founders can turn a down market into an advantage
(23:46) Jason and Molly intro Emily Kirsch
(24:34) Coda - The all-in-one doc for teams, get a $1,000 credit at https://coda.io/twist
(25:53) Emily Kirsch Managing Partner of Powerhouse Ventures
(29:11) Why Powerhouse is focused on software
(34:31) Fellow - Sign up and get $1000 in credits at https://fellow.app/twist
(36:16) Climate change's potential impact on GDP
(37:50) How financial tools enabled the solar revolution
(39:58) Regulations impacting climate investing
(44:17) How different climate tech investors work together
(55:24) The imbalance between climate tech founders and companies
Check out Powerhouse: https://www.powerhouse.fund/ventures
FOLLOW Emily: https://twitter.com/emilykirsch
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
Today’s guest is Packy McCormick of Not Boring, for Episode 3 of Season 6 of Angel. Packy turned his massive newsletter into a Not Boring Fund I in 2021, and has since invested $10M into startups. In this episode you will learn:
1. How Packy raised his first fund from his readers.
2. What regulations he needed to navigate to comply with the SEC.
3. Which sectors he invested his first $10M into (in just 6 months) and some of his breakout startups.
4. Why IRR can be hilariously large in the early stages of a small fund.
5. How he manages a syndicate and a venture fund while still doing right by LPs.
As Packy signs off we check in with Producer Rachel who went down to Miami Hack Week and spoke to one of the organizers of Tap House for an "OK Boomer" segment.
(00:00) Molly introduces the show
(01:43) Jason and Molly chat with Packy McCormick
(04:40) Packy's editorial philosophy
(08:06) How Packy used the 506c designation
(10:38) Ourcrowd - Check out the deal of the week at https://ourcrowd.com/angel
(11:41) Using a parallel fund structure
(15:33) How media-first investors can optimize their fund structure
(20:50) LinkedIn Jobs - Go to https://linkedin.com/angel and post your first job for free.
(21:57) Not Boring Fund II goals
(24:42) How responsibilities change as check size increases
(27:45) Managing Venture LPs and a Syndicate simultaneously
(29:08) Embroker - Get an extra 10% off insurance for your business at https://Embroker.com/twist
(30:25) Does it matter what time you enter the market as a VC?
(37:04) IRR (internal rate of return) versus and multiple on cash
(46:25) Packy's weekly cadence for investing and writing
(51:39) OK Boomer - Rachel Reporting from Miami Hack Week
Check out Not Boring: https://www.notboring.co
FOLLOW Packy: https://twitter.com/packym
FOLLOW Rachel: https://twitter.com/_@rachelbraun
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
Alex Wilhelm from TechCrunch joins Molly and Jason for a full episode. First, they breakdown Tesla's Q4 2021 earnings including its consistently increasing Model 3 production, profitability and charger network growth (3:08). Next up, they discuss why Alex thinks the IPO window is closed for most startups. We wrap with a review of some of 2022's most anticipated IPOs including Discord, Reddit, Stripe, Impossible Foods, Chime and Instacart (24:45).
(00:00) Jason & Molly intro the show
(01:49) Welcoming Alex to the pod
(03:08) Tesla's Q4 2021 earnings
(08:45) Eight Sleep - Go to https://eightsleep.com/twist to check out the Pod Pro Cover and get $150 off at checkout!
(10:14) Tesla's growing supercharger network
(14:34) Comparing valuations and EV offerings of automakers
(19:56) Odoo - Get your first app free and a $1000 credit at https://odoo.com/twist
(20:59) Long distance road trips in EVs
(24:45) Is the IPO window closed?
(30:41) Assure - To get 20% off your first Special Purpose Vehicle (SPV) visit https://Assure.co/twist
(32:19) Do public market investors have the ability to stomach speculative companies?
(36:09) Stripe - Potential 2022 IPO
(40:49) Discord - Potential 2022 IPO
(47:46) Reddit - Potential 2022 IPO
(57:33) "Yes, No, IPO" Impossible foods, Instacart, Chime, Gopuff
FOLLOW Alex: https://twitter.com/alex
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
We break down Microsoft’s amazing earnings (quarterly revenue is up $10B year-over-year) and assess if Satya Nadella is the greatest big tech CEO right now (2:32). Then, we follow-up on the Stripe Mafia thread yesterday from the Bolt CEO (20:59) and we talk about Neil Young asking to have his music removed from Spotify over Joe Rogan’s COVID conversations, which prompted a discussion of Spotify’s new headache is it a publisher or a platform (37:40)? And, we talk about Scratchpad raising $33M, which led to Jason's request for new types of startups: beautiful interfaces for giant clunky products.
00:00 Jason and Molly intro the show
02:32 Microsoft’s amazing earnings
09:29 Ourcrowd - Check out the deal of the week at https://ourcrowd.com/twist
10:04 Is Satya Nadella the greatest big tech CEO
19:01 Notion - Go to https://Notion.so and use promo code TWIST to get $250 off its annual team plan
20:59 Bolt vs. Stripe VC Twitter beef continued
30:07 Vanta - Get get $1,000 off automating your SOC 2 at https://vanta.com/twist
31:27 The best jokes from Bolt & Stripe
37:40 Neil Young petitioned Spotify to remove his music over Joe Rogan’s COVID conversations
43:16 Is Spotify a publisher or a platform?
1:04:39 Scratchpad, a slick Salesforce front-end raises $33M
1:06:23 Request for new types of startups: beautiful interfaces for giant crappy products
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
In this all news show Jason and Molly talk about Jason's strategy for meeting with founders (1:48) and we talk about monetization for creators on TikTok and how payouts compare to YouTube (6:48). Then we look at the post where Bolt Founder Ryan Breslow accused Stripe and YC of being Silicon Valley mob bosses (31:41). Our startup of the day is Culdesac, which is building a walkable community in Arizona (45:42). To wrap, we cover Anduril’s $1B Department of Defense contract for counter-drone tech, their largest contract to date (58:55).
00:00 Jason and Molly intro the all news show
01:48 Jason's strategy during founder meetings
06:48 Why creators aren't happy with payouts from the TikTok creator fund
10:10 Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/TWIST
11:55 How creator earnings compare between TikTok and YouTube
20:43 Ourcrowd - Check out the deal of the week at https://ourcrowd.com/twist
21:52 Jason's hot take on TikTok
24:00 How creators can take advantage of platforms
30:30 Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
31:41 How Bolt’s Founder accused Stripe and YC of being Silicon Valley mob bosses.
45:42 Startup of the day - Culdesac
53:13 Anduril’s $1B Dept of Defense Contract for counter-drone tech
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
Due to the volatility in the market, Jason and Molly review the fundamentals of Block, Zoom, Netflix, Coinbase, and AirBnB and compare this correction with the Dot-com crash (2:11). They discuss investing in a downturn, the difference between private and public investors, speculative businesses vs. strong fundamentals and more! To wrap, we cover activist investor Blackwells Capital calling for the Peloton Board to terminate CEO John Foley and consider a sale (57:10).
(00:00) Jason and Molly intro the show
(02:11) Breaking down the fundamentals of Block
(09:57) Marketerhire - Get $500 off your first hire at https://MarketerHire.com/twist
(11:28) The difference between private and public investors
(12:18) Breaking down Zoom & Netflix
(20:20) Superside - Go to https://superside.com/twist to get $3000 or more in credits when you sign up for an annual subscription
(21:38) Breaking down Coinbase and AirBnB
(32:38) FanDuel Sportsbook - Sign up with promo code TWIST to place a special $1000 risk-free bet at https://fanduel.com
(34:24) Breaking down AirBnB
(38:12) Is crypto really an uncorrelated asset? Fundamentals vs. speculation
(46:46) Comparing this correction with the Dot-com crash
(51:43 )Are we at peak SPAC?
(57:10) Blackwells Capital calling for the Peloton Board to terminate CEO John Foley and consider a sale
FOLLOW Molly: https://twitter.com/mollywood
FOLLOW Jason: https://linktr.ee/calacanis
First, Jason teaches Sunday VC School: how investors work together (01:54). In this segment you will learn.:
Then, Molly chats with Ramez Naam from Prime Movers Lab in a This Week in Climate Startups segment (35:10). They discuss the declining costs of renewable energy, making the choice between advancing existing technologies and inventing new ones, how science fiction can make you a better investor and more.
(00:00) Jason and Molly introduce the show
(01:54) Sunday VC School - how investors work together
(06:53) How collaboration varies across investing stages
(08:43) Odoo - Get your first app free and a $1000 credit at https://odoo.com/twist
(09:49) Why seeing other late stage investors be passive in a deal is a warning sign
(11:20) How raising from more investors can be actually be easier than raising from a few
(15:44) Lead investor responsibilities
(20:09) Fellow - Sign up and get $1000 in credits at https://fellow.app/twist
(21:38) How VCs can win over founders
(26:44) Do VCs get offended by what order they get into a startup?
(29:16) Will investors still invest if the founder picked another VCs term sheet?
(31:33) Molly and Jason introduce the next segment
(33:25) Revelo - Get 20% off the first 3 months by mentioning TWIST at https://revelo.io/twist
(35:10) This Week in Climate Startups - Ramez Naam
(37:55) Advancing existing technologies vs. inventing new ones
(42:19) Early stage climate investing
(46:43) The declining costs of renewable energy
(52:52) Confronting climate tech skeptics
(57:06) How writing science fiction impacts Ramez's investing
Check out Prime Movers Lab: https://www.primemoverslab.com/
FOLLOW Ramez: https://twitter.com/ramez
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
First, Jason and Molly chat with on the top Apple reporters, Bloomberg's Mark Gurman, about Apple's AR headset (2:02). They talk about Apple's strategy, timeline, competitive strengths and more. Then our Producer Rachel chats with Campbell Baron, a 19-year old who sold his TikTok to Workweek, a new startup-focused media company (1:00:25). Campbell created business content and accumulated millions of views before he turned 18! In the interim, the producers Jason & Molly have a chat about what they are working on, lessons from their early careers and more (35:25).
00:00 Jason & Molly introduce the show
02:02 Bloomberg News' Mark Gurman joins to discuss Apple's headset
06:37 Will Apple enter AR at the expense of iPhone sales?
11:48 Odoo - Get your first app free and a $1000 credit at https://odoo.com/twist
12:58 The next major platform battle
17:37 Expected initial target market for an Apple headset & design cues
21:41 Eight Sleep - Go to https://eightsleep.com/twist to check out the Pod Pro Cover and get $150 off at checkout!
23:11 Expected screen resolution and other features
26:37 Forecasting who will be in the lead in 10 years
33:39 OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist
35:25 Fun banter with Jason, Molly & the This Week in Startups producers
1:00:25 Producer Rachel introduces Campbell Baron
1:08:48 How Campbell sold his TikTok account
1:17:31 Building in public vs. private
1:24:52 Gen Z's way of networking
FOLLOW Mark: https://twitter.com/campbelljbaron
FOLLOW Campbell: https://twitter.com/campbelljbaron
FOLLOW Rachel: https://twitter.com/_rachelbraun
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
David Friedberg joins to discuss The Production Board's latest company, Cana, which is making, the world's first molecular beverage printer. But first Jason and Molly break down some news. Google is reportedly working on an AR headset (2:15) and Peloton trying to improve their bottom line by raising prices and reportedly halting production and trimming headcount (18:54).
Then, David joins to chat about how his company Cana could totally remake the beverage industry with a device reminiscent of Star Trek's Replicator (36:57). You will learn:
1. How humans perceive taste.
2. How The Production Board incubates deep tech companies and evaluates if science is ready to be commercialized.
3. The way the Cana device will be able to recreate any beverage on demand.
4. Which types of beverages will be practical first.
Check out Cana: https://www.cana.com/vision
(00:00) Jason and Molly intro the show
(02:15) Google is building an AR headset
(10:19) Linode - Apply to their Rise program for founder-led, early-stage startups and get 3 years of discounts at https://linode.com/twist.
(11:33) The killer app for VR Goggles
(13:30) Over-under on when tech-savvy will use a headset daily
(18:55) Peloton's stock is down massively
(22:45) RealGoodFoods - Go to https://realgoodfoods.com and use code TWIST for $15 off!
(24:15) Peloton's cost cutting measures
(30:34) Jason's product requests for Peloton
(33:18) Molly and Jason discuss David Friedberg's new company
(35:53) Ourcrowd - Check out the deal of the week at https://ourcrowd.com/twist
(36:57) Interview - David Friedberg brings his company out of stealth
(38:05) Impacts of the All-In podcast on Friedberg's business
(42:09) The Production Board history and structure
(45:51) How The Production Board evaluates its projects
(49:05) The inefficiency of how humans make and consume products
(51:55) The story of Cana
(57:16) What beverages are easiest to print molecularly
(1:00:00) How the machine uses 80 flavor compounds
(1:02:13) Celebrity beverages, form factor and timeline
(1:07:42) Cana's R&D cycle
(1:13:57) The vision for the company
First Jason and Molly cover how 5G rollouts are causing problem with airlines (2:03) and Lina Khan’s remarks on reworking antitrust regulation to not only consider deals inflicting consumer harm, but those lessening competition (10:10).
Then, David Rosenthal for Season 6 Episode 2 of Angel (29:00)
- David’s been a VC for a while, but he just launched a new $2.8M fund part-time with Nat Manning
- We get into why his small fund size is actually so significant and represents new possibilities in venture
- How he uses his podcast and community to get dealflow
- What he thinks you need before starting your own VC fund
(00:00) Jason intros the show
(02:03) Verizon and AT&T are running into 5G rollout challenges with airlines and the FAA
(08:57) Ourcrowd - Check out the deal of the week at https://ourcrowd.com/angel
(10:10) Lina Khan's new view on antitrust
(18:51) Embroker - Get an extra 10% off insurance for your business at https://Embroker.com/twist
(20:10) Revisiting the $MSFT - $ATVI acquisition through the lens of "game share"
(22:07) Lina Kahn is considering expanding the view of antitrust for its impact on labor
(27:28) LinkedIn Marketing - Get a $100 LinkedIn ad credit at https://linkedin.com/thisweekinstartups
(29:00) Welcoming David Rosenthal to the show
(31:57) Size & mandate of David Rosenthal's new fund, Kindergarten Ventures
(34:47) How the Acquired community fuels David's investing
(38:37) Can you start a fund without brand?
(41:06) How to navigate pro-rata as a small fund?
(42:40) Using SPVs to lead follow-on investing
(44:18) How a part-time investing is Kindergarten's secret weapon
(47:02) Choosing 506 C vs. traditional fund structure
(52:59) Raising Kindergarten VC
(54:48) "AWS" options for venture funds
(55:45) Why a $2.8M venture fund is finally possible
(1:02:31) Investing with a fund vs. being an angel
(1:05:45) David's take of the crypto ecosystem and how he evaluates crypto deals
(1:10:14) What aspect of investing has been the most difficult to learn?
(1:15:34) Best way to pitch David
FOLLOW David: https://twitter.com/djrosent
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
Microsoft has announced its intention to make the largest tech acquisition ever by buying Activision-Blizzard for ~$75B ($68.7 when you net out Activision's cash). This is Microsoft's 3rd major gaming acquisition as it attempts to build the “Netflix for Gaming" with its Game Pass service.
We cover the details of the deal: what the combined company will look like, how this fits into Microsoft's metaverse strategy, Microsoft's commitment to change the Activision-Blizzard culture, the $3B “breakup fee” that Activision is on the hook for if deal falls through, the potential challenge from the FTC and more!
(00:00) Jason & Molly introduce the show
(01:48) The terms of the Activision-Blizzard acquisition
(03:17) Satya Nadella's Metaverse strategy
(04:52) Microsoft's growing gaming universe and subscription offering
(07:05) Key titles across Activision-Blizzard's gaming units
(08:34) Vanta - Get get $1,000 off automating your SOC 2 at https://vanta.com/twist
(09:56) Game Pass metrics
(10:44) Activision Blizzard's recent history of sexual harassment scandals
(11:40) Will the FTC allow the acquisition to go through?
(13:41) The unique $3B breakup fee that was worked into this deal
(15:45) Why the breakup fee may be linked to the harassment investigations
(17:55) Dataiku - Create transparent, repeatable, and scalable AI and analytics programs. Visit https://dataiku.com to learn more.
(18:53) Why Jason doesn't think this deal will be struck down for antitrust
(21:45) How Lena Khan may approach this differently than previous FTC chairs
(22:45) Could regulation sabotage American competitiveness?
(26:52) Should American companies be prized if they are actively avoiding taxes?
(28:42) Ourcrowd - Check out the deal of the week at https://ourcrowd.com/twist
(29:45) Molly and Jason play "Armchair Corporate Development"
(37:54) Jason and Molly take an audience question - Can there be another Google?
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
Frank is the Chairman & CEO of Snowflake, a data warehousing company he joined and rapidly accelerated in 2019. Frank led Snowflake to the largest software IPO in history (his third massive IPO as CEO). Previously, he grew Data Domain from $0 in revenue in 2003 to a ~$776M IPO in 2007 and then grew ServiceNow to a $22B market cap. In this episode you will learn the principles Frank uses to achieve outlier outcomes.
Show Notes:
(00:00) Jason intros the interview
(01:44) Why Frank decided to write the book (order here: https://ampitupbook.com/)
(05:30) Why "all great products start with great architecture"
(09:49) Intellectual honesty is integral to diagnosing problems
(11:38) Marketerhire - Get $500 off your first hire at https://MarketerHire.com/twist
(13:09) Taking over and increasing the talent density on a team
(15:54) Why most organizations avoid confronting and correcting mistakes
(23:23) Fellow - Sign up and get $1000 in credits at https://fellow.app/twist
(24:50) Managing intensity
(25:39) How hiring top talent leads to victory (the definition of victory is breaking the enemy's will to fight)
(28:19) Relationships and reputations are defined in the hard times by taking ownership
(31:47) Taking risks is essential to success in business
(32:53) Keep high standards, people pitching need to be bursting with excitement
(35:42) FanDuel Sportsbook - Sign up with promo code TWIST to place a special $1000 risk-free bet at https://fanduel.com
(37:32) Drivers vs. passengers, getting the right people on the bus
(40:38) Organizations should be governed on influence, people need to go direct
(43:30) Why Frank is still optimistic about America and entrepreneurship
(48:39) Things cannot be all about you as CEO, the organization needs to be empowered to be accountable
(51:22) The difference between people that start things and the people that run things
(54:17) Intellectual honesty is the bedrock of being a great operator
(57:37) Increasing velocity by narrowing scope
(1:00:55) Being mission-driven by "Starting with Why"
(1:02:34) Most people don't lean in enough when managing the growth model of the business
(1:06:57) Setting big goals
(1:07:53) Ubiquitous win-win deals are not possible
Buy Amp It Up: Leading for Hypergrowth by Raising Expectations, Increasing Urgency, and Elevating Intensity: https://ampitupbook.com/
FOLLOW Frank: https://www.linkedin.com/in/frankslootman/
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
First, Jason covers the how Signal messages led to the Oath Keeper sedition indictments (1:47) and how Google, Facebook, Reddit, and Twitter are being subpoenaed by the House committee investigating Jan 6th, 2021 (15:32). Then Producer Rachel has an "OK Boomer" segment where she talks with Alex Masmej a French entrepreneur about his experience raising $20K from selling a personal token, $ALEX (27:10).
(00:00) Jason intros the show
(01:47) The FBI arrested 11 members of the Oath Keepers on sedition charges
(09:25) Ourcrowd - Check out the deal of the week at https://ourcrowd.com/twist
(10:49) Jason's take on Jan 6th
(15:32) House Committee subpoenas YouTube, Meta, Reddit and Twitter
(19:59) Indochino - Get $50 off any purchase of $399 or more by using code TWIST at checkout https://indochino.com
(21:49) Jason introduces the OK Boomer Segment
(24:46) Interested in building a startup? Enroll at https://course.founder.university
(27:10) Rachel chats with Alex Masmej
(29:43) Bubble. Get one month free of a no-code plan at https://bubble.io/twist
(31:18) How Alex launched his social token
(35:32) How Alex shares his financial information with his token holders
(46:02) The future of NFTs
FOLLOW Alex: https://twitter.com/AlexMasmej
FOLLOW Rachel: https://twitter.com/_rachelbraun
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
First Jason covers the recent college enrollment decline (1:23) and lay out his alternative (9:56). Then Zach Coelius joins for an Ask an Angel session, where they answer 12 audience questions about investing and startups (20:37).
(00:00) Jason intros the show
(01:23) There are 1 million fewer college students in the U.S. compared to pre-pandemic levels
(08:57) Dataiku - Create transparent, repeatable, and scalable AI and analytics programs. Visit https://dataiku.com to learn more.
(09:56) Jason's college alternative
(17:51) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
(19:03) Ask an Angel welcoming Zach Coelius to the show
(20:37) What is the definition of an outlier success in VC?
(29:56) Are investors okay with founders that use no-code software like Bubble as an MVP?
(32:43) Fiverr - Sign up for https://Fiverr.com/Business free for the first year and save 10% on your purchase with promo code JASON
(34:16) How does a seasoned investor deal with a founder who is headed in the wrong direction?
(39:49) Common pitch failures?
(43:23) When should you go for top line versus bottom line?
(49:14) Would VC funds do better with individuals instead of institutions?
(53:31) What industries Zach and Jason would like to see disrupted
(1:03:03) How much of an impact does bad reputation have on investing?
(1:04:22) What makes a good Board Meeting?
(1:08:02) As a VC, is it better to stay off the board from a liability standpoint?
(1:10:55) What is too expensive at the seed stage?
Check out Coelius Capital: https://coelius.vc/
FOLLOW Zach: https://twitter.com/zachcoelius
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
First we talk about how the top streaming platforms projected to spend $140B on content in 2022 (2:18) and Elizabeth Warren’s bad take on grocery stores. Then Mac Conwell "Mac the VC" joins the show as the first guest for Angel Season 6 (49:29) to share his story and how he invests.
(00:00) Jason and Molly intro the show
(02:18) HBO to spend $18B on streaming in 2022, how does it stack up?
(10:39) Embroker - Get an extra 10% off insurance for your business at https://Embroker.com/twist
(11:58) Streaming history and Disney's massive growth
(20:52) Ourcrowd - Check out the deal of the week at https://ourcrowd.com/twist
(22:09) Elizabeth Warren's attack on big grocery
(31:450 Thinking about who might be a good fit on the TWIST team
(36:13) Intro to Angel S6
(37:10) LinkedIn Jobs - Go to https://linkedIn.com/angel and post your first job for free.
(38:40) Interview Mac the VC
(49:29) How Mac went about raising his fund
(58:49) Why Rolling Fund's aren't always LP friendly
(1:04:07) The unfortunate catalysts for Mac's venture career
(1:13:45) Investor update best practices
(1:18:07) Founder-investor match
(1:20:30) Responding to a provocative tweet
Check out RareBreed: https://www.rarebreed.vc/
FOLLOW Mac: https://twitter.com/MacConwell
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
First Jason and Molly discuss YC's new $500K deal for startups and what that means for founders and early stage investors (1:53). They also dig into car-sharing app Turo's S-1 (25:32). Then Redfin Co-founder and current Deep Sentinel CEO Dave Selinger joins to discuss how his company blends human monitors and AI-enabled cameras to deliver an unmatched security camera experience (38:25).
(00:00) Jason & Molly intro the show
(01:53) Y Combinator's new $500K deal
(09:41) Eight Sleep - Go to https://eightsleep.com/twist to check out the Pod Pro Cover and get $150 off at checkout!
(11:14) Early-stage startup investing strategy
(19:46) How does YC's move impact the startup landscape
(22:57) Is an IPO an Exit?
(24:15) Vanta - Get get $1,000 off automating your SOC 2 at https://vanta.com/twist
(25:32) Turo S-1 breakdown
(36:56) Ourcrowd - Check out the deal of the week at https://ourcrowd.com/twist
(38:25) Interview - Deep Sentinel Founder & CEO Dave Selinger
(44:52) Deep Sentinel in action
(54:24) The power of finding your ideal customer
(1:01:33) Potential new features and Deep Sentinel product roadmap
(1:07:53) Jason's Deep Sentinel experience
(1:15:33) Deep Sentinel semi-supervised learning inspired by Tesla
Check out Deep Sentinel: https://www.deepsentinel.com
FOLLOW Dave: https://twitter.com/daveselinger
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
We cover the tech stock pullback (1:34), discuss the impact of the SEC exploring more restrictions and disclosures for late stage private companies (12:00) and share details about Apple’s mixed reality headset are leaking (37:07). We wrap with a new segment... over/under(45:11)!
00:00 Molly intros the show
01:34 Tech stock pullback amid rate-hike concerns
10:48 Marketerhire - Get $500 off your first hire at https://MarketerHire.com/twist
12:00 The SEC in considering increasing private investing regualtion
21:17 FanDuel Sportsbook - Sign up with promo code TWIST to place a special $1000 risk-free bet at https://fanduel.com
23:02 What is the end game for accredited investor regulations?
35:32 Fellow - Sign up and get $1000 in credits at https://fellow.app/twist
37:07 Apple VR Headset
45:11 Over/under for when Tim Cook retires
51:34 Over/under for when VR is set replace iPhone
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
Welcome to our new Sunday show. Each episode will have two segments, Sunday VC School and Climate startups. First, Jason and Molly discuss early-stage investing including, Jason's valuation vs. traction matrix (1:44) and developing a BS detector (23:03). Then Jason introduces Molly's new climate segment (27:15) and then Molly interviews New Energy Nexus CEO Danny Kennedy (33:38). They discuss what Danny looks for in clean energy investments(37:03) and more!
Valuation vs. Traction Matrix: https://calacanis.com/2019/03/30/the-valuation-vs-traction-matrix
(00:00) Jason intros the show
(01:44) Sunday VC School - Assessing a minimum viable product
(04:24) Valuation vs. Traction Matrix - https://calacanis.com/2019/03/30/the-valuation-vs-traction-matrix
(12:04) Odoo - Get your first app free and a $1000 credit at https://odoo.com/twist
(13:17) Getting a good price for a reasonable traction
(21:39) Superside - Go to https://superside.com/twist to get $3000 or more in credits when you sign up for an annual subscription
(23:03) Why VCs need to trust their BS detector
(27:15) Jason and Molly introduce Molly's new climate segment
(31:40) Notion - Go to https://Notion.so and use promo code TWIST to get $250 off its annual team plan
(33:38) Molly interviews Danny Kennedy, New Energy Nexus CEO
(37:03) What Danny looks for in clean energy investments
(44:13) What holds people back from investing in climate tech startups
(55:46) Hardware vs. software for climate investing
Check out New Energy Nexus: https://www.newenergynexus.com
FOLLOW Danny: https://twitter.com/dannyksfun
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
Jason and Molly cover how 15% of the world’s bitcoin mining network going down when Kazakhstan’s internet was shut off (3:11) and Chainalysis' scam report (12:32). Then they do a "We Live in the Future" segment about AI created actors (16:49) and “Memes of the Week” review of Marc Andreessen's tweets (25:32). Finally, Producer Rachel wraps with an "OK Boomer" interview with YouTube creator and software engineer Ben Awad (38:43).
(00:00) Jason and Molly intro the show
(01:15) A special welcome video for Molly
(03:11) Kazakhstan crypto
(10:42) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist
(12:32) Chainalysis 2021 Crypto Crime Report
(16:49) WLITF Synthesia replacing cameras with code
(21:06) Ourcrowd - Check out the deal of the week at https://ourcrowd.com/twist
(22:26) Possibilities for AI deepfakes
(25:32) Memes of the Week - Marc Andreessen
(34:18) OK Boomer - Producer Rachel introduces the guest
(37:12) Revelo - Get 20% off the first 3 months by mentioning TWIST at https://revelo.io/twist
(38:43) Ben Awad Gen Z Programming Mentor
FOLLOW Ben: https://twitter.com/benawad
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
00:00 Jason & Molly intro the show
02:25 GETTR get a bump in downloads after Joe Rogan joins
09:55 Dataiku - Create transparent, repeatable, and scalable AI and analytics programs. Visit https://dataiku.com to learn more.
11:00 The darker side of community on the internet
15:54 Jason's take on decentralized social media
18:38 Eight Sleep - Go to https://eightsleep.com/twist to check out the Pod Pro Cover and get $150 off at checkout!
20:11 The challenges of content moderation on social media
21:13 NYT reportedly buying The Athletic for $550M
30:30 Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/TWIST
32:15 Interview - Jeff "Jiho" Zirlin from Axie Infinity
40:11 How "play to earn" games actually work
53:33 How do balance stakeholders in the in-game economy
58:05 Renting Axies and how "guilds" work
1:03:42 Buying digital land
Check out Axie Infinity: https://www.axieinfinity.com
FOLLOW Jiho: https://twitter.com/jihoz_axie
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
In this all news show, Jason and Molly cover Toyota & Volkswagen committing a combined $170B to take on Tesla’s EV dominance (2:30), NFT platform OpenSea raising a $300M Series C at a $13.3B valuation (20:08), China’s tight grip on tech causing job loss and accelerating company closure (44:50), and how Ben Smith from the NYT is teaming up with Bloomberg Media’s CEO to launch a new media company (56:52).
(00:00) Molly tees up the show
(02:30) Toyota and Volkswagen pledge $170B to compete with Tesla
(09:16) RealGoodFoods - Go to https://realgoodfoods.com and use code TWIST for $15 off!
(10:49) Power of Tesla’s supercharging network, why Apple should have bought Tesla
(18:55) Marlow - Get 15% off your individual or team memberships at https://getmarlow.com/twist.
(20:08) OpenSea just raised $300M at a $13.3B valuation
(36:03) Linode - Apply to their Rise program for founder-led, early-stage startups and get 3 years of discounts at https://linode.com/twist.
(37:18) Jason teases his first NFT purchase
(44:50) China’s tech crackdown is causing issues
(56:52) Former CEO of Bloomberg Media is starting a new stealth media company
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
Jason and Molly cover Theranos' Elizabeth Holmes guilty verdict (1:47), how even socialists have admitted that Amazon is the best place many people have ever worked (40:08). To wrap they dig into Biden’s new sanctions against China the implications from decoupling our economies (56:16).
(00:00) Jason intros the show
(01:47) Elizabeth Holmes Theranos fraud trial verdict
(09:36) Vanta - Get get $1,000 off automating your SOC 2 at vanta.com/twist
(10:53) How VCs vet charlatan founders
(17:33) Female CEOs in tech
(21:12) Masterworks - Skip the waitlist to invest in art using promo code TWIST at Masterworks.io/twist
(22:25) Are Female founders held to a higher standard by the media?
(31:17) Ourcrowd - Check out the deal of the week at ourcrowd.com/twist
(32:34) Funny Holmes impressions
(40:08) Socialist podcast "This Machine Kills" admits Amazon has been the best place many people have worked
(56:16) President Biden's sanctions on China and the impact on tech
FOLLOW Jason: linktr.ee/calacanis
FOLLOW Molly: twitter.com/mollywood
Hustle Fund Co-Founder & General Partner Elizabeth Yin answers 50 questions from founders!
En liten tjänst av I'm With Friends. Finns även på engelska.