This Week in Startups

Today’s show: Circle gears up for its IPO and the stablecoin wars heat up, Palantir’s meme stock status gets a reality check, and they riff on a possible Uber + DoorDash merger and whether AI should train on Substack content. They react to Sequoia partner Andrew Reed’s inside take on fund dynamics, laugh at a brutal VC meme, and wrap with “Office Hours” featuring Caylee Harrington, founder of Hookhub — the Airbnb for RV parking — to talk vanlife, growth, and building in an unsexy market.

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Timestamps:

(0:00) Alex and Jason kicks off the show!

(1:29) Palantir's stock and market dynamics

(5:43) Meme stocks and reversion to the mean

(6:57) X and XAI merger

(10:01) Squarespace - TWiST listeners: use code TWIST to save 10% off your first purchase of a website or domain: https://www.Squarespace.com/TWIST

(12:05) M&A trends in tech and AI content acquisitions

(17:22) Valuation strategies for acquisitions

(22:05) Oracle - TWiST listeners can try OCI and save up to 50% on your cloud bill at ⁠⁠⁠https://www.oracle.com/twist⁠

(23:31) Circle's IPO and stablecoin regulations

(30:46) Fidelity Private Shares - Visit ⁠https://www.fidelityprivateshares.com⁠! Mention our podcast and receive 20% off your first-year paid subscription.

(32:26) Crypto community and anti-money laundering in stablecoins

(37:43) IPO and SPAC updates in tech

(41:20) Deep tech investment risks and lessons from SPACs

(44:03) Hookhub's journey and RV market insights

(49:27) Growth and challenges in RV market

(52:01) Hookhub's social media and content strategy

(58:48) Hookhub's investor pitch and growth strategy

(1:04:11) Van life business model potential

(1:06:16) Sequoia's internal culture and investment strategy

(1:13:03) Sequoia vs. Andreessen Horowitz and VC indexing

(1:15:32) Venture capital humor and closing remarks

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Links from the show:

Hookhub: https://www.hookhub.co/

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Follow Caylee:

X: https://x.com/Mariano_APO

LinkedIn: https://www.linkedin.com/in/mariano-apodaca-45b07a16a/

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Follow Alex:

X: https://x.com/alex

LinkedIn: ⁠https://www.linkedin.com/in/alexwilhelm

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Follow Jason:

X: https://twitter.com/Jason

LinkedIn: https://www.linkedin.com/in/jasoncalacanis

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Thank you to our partners:

(10:01) Squarespace - TWiST listeners: use code TWIST to save 10% off your first purchase of a website or domain: https://www.Squarespace.com/TWIST

(22:05) Oracle - TWiST listeners can try OCI and save up to 50% on your cloud bill at ⁠https://www.oracle.com/twist⁠

(30:46) Fidelity Private Shares - Visit ⁠⁠https://www.fidelityprivateshares.com⁠⁠! Mention our podcast and receive 20% off your first-year paid subscription.

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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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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

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Substack: https://twistartups.substack.com

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Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916

Today’s show: Jason, Alex, and Lon cover everything from wild political headlines to big moves in AI and venture. They kick things off with the surprising Trump pardon of Trevor Milton, the disgraced Nikola founder, and break down CoreWeave’s rocky IPO debut. Then, Jason and Alex sit down with Mariano Apodaca, founder of Prosperous AI, to talk about AI tools for negotiating construction and aerospace material costs. Later, in a brand new segment called "Office Hours with JCal," Jason reacts to real founder feedback clips, pulls key startup lessons, and explains why building for a market that doesn’t yet exist might actually be your biggest edge. Along the way, the team explores the power of taking just 10% of the value you create — a pricing philosophy that could unlock your next big win.

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Timestamps:

(0:00) Jason kicks off the show!

(4:05) Breaking news on CoreWeave and Founder University insights

(9:21) Hubspot for Startups - Visit https://www.hubspot.com/startups and join the founders who are turning growth challenges into opportunities.

(10:57) Trevor Milton's pardon and AnySphere's Cursor success

(19:21) Pricing strategies for startups

(20:19) Vanta - TWiST listeners automate your SOC2 and get $1,000 off at http://www.vanta.com/twist

(21:38) AI sentiment and startup growth strategies

(25:14) Guest interview: Mariano from Prosperous AI

(30:21) Notion - TWiST listeners can try it for free at https://notion.com/twist

(31:52) Prosperous AI's market data integration and growth

(35:03) Founder University's impact on Prosperous AI

(40:54) Product line expansions and fundraising growth strategies

(44:20) Startup decision-making and investor feedback

(47:02) Founder University and customer feedback importance

(51:12) Canva CEO's insights and handling investor rejection

(58:17) Products creating new markets and finding outlier founders

(1:06:15) Venture success with Fred Wilson and Brad Burnham

(1:09:18) Market selection, execution, and partner-product fit in startups

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Links from the show:

Prosperous AI: https://prosperousprocess.ai/

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Follow Mariano:

X: https://x.com/Mariano_APO

LinkedIn: https://www.linkedin.com/in/mariano-apodaca-45b07a16a/

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Follow Alex:

X: https://x.com/alex

LinkedIn: ⁠https://www.linkedin.com/in/alexwilhelm

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Follow Jason:

X: https://twitter.com/Jason

LinkedIn: https://www.linkedin.com/in/jasoncalacanis

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Thank you to our partners:

(9:21) Hubspot for Startups - Visit https://www.hubspot.com/startups and join the founders who are turning growth challenges into opportunities.

(20:19) Vanta - TWiST listeners automate your SOC2 and get $1,000 off at http://www.vanta.com/twist

(30:21) Notion - TWiST listeners can try it for free at https://notion.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

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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

OpenPhone - Streamline and scale your customer communications with OpenPhone. Get 20% off your first 6 months at www.openphone.com/twist

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Brex - the financial stack founders can bank on. Get the business account trusted by 1 in 3 US startups at brex.com/banking-solutions.

Today’s show: Jason, Alex, and Lon dig into the controversy around 11x, the Andreessen-backed startup accused of misrepresenting revenue and using fake logos, and what that says about early-stage accountability. Then we break down China’s dual-front blitz in AI and EVs: DeepSeek’s open-source model rivals GPT-4, and Xiaomi’s $30K SU7 is a straight-up Porsche clone shaking the EV market. Finally, we unpack the “4-persona framework” that helped Wiz rocket to $100M+ ARR faster than anyone — a must-know concept for any founder looking to build, sell, and scale like a beast.

Timestamps:

(0:00) Episode Teaser

(1:27) Introduction of co-hosts Lon Harris and Alex Wilhelm

(3:23) New set design and color analysis(5:43) Announcement of "Twist OT" and potential Patreon model(

8:09) Gamestop's Bitcoin strategy and Michael Saylor's influence

(10:15) OpenPhone - Streamline and scale your customer communications with OpenPhone. Get 20% off your first 6 months at www.openphone.com/twist

(14:26) MSTR and their shift to Bitcoin

(17:01) Michael Saylor’s conflict of interest

(20:40) LinkedIn Ads - Get a $100 LinkedIn ad credit at http://www.linkedin.com/thisweekinstartups

(23:09) Investment strategies for company treasuries(25:10) Allegations against Eleven x startup

(30:35) Brex - the financial stack founders can bank on. Get the business account trusted by 1 in 3 US startups at brex.com/banking-solutions.

(32:56) The importance of transparency and accountability in startups

(42:31) Chinese advancements in AI technology and ChatGPT features

(55:09) Insight from Israeli VC Gili Raanan on successful startups

(1:04:26) Founder Friday March Pitch Madness bracket competition

(1:10:26) How to start a Founder Friday chapter and community

(1:11:21) Bracket competition and Launch Accelerator's 34th cohort

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Follow Alex:

X: https://x.com/alex

LinkedIn: ⁠https://www.linkedin.com/in/alexwilhelm

Follow Lon:

X: https://x.com/Lons

LinkedIn: https://www.linkedin.com/in/lonharris

Follow Jason:

X: https://twitter.com/Jason

LinkedIn: https://www.linkedin.com/in/jasoncalacanis

Thank you to our partners:

(10:15) OpenPhone - Streamline and scale your customer communications with OpenPhone. Get 20% off your first 6 months at www.openphone.com/twist

(20:40) LinkedIn Ads - Get a $100 LinkedIn ad credit at http://www.linkedin.com/thisweekinstartups

(30:35) Brex - Get the business account trusted by 1 in 3 US startups at https://www.brex.com/banking-solutions

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

TikTok: https://www.tiktok.com/@thisweekinstartups

Substack: https://twistartups.substack.com

Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916

Today’s show: In this episode, Alex and Lon kick things off with the latest tech news — including 23andMe’s dramatic collapse, MicroStrategy’s half-million Bitcoin haul, and whether we’re finally seeing a rebound in startup M&A. Then they sit down with three standout founders building the future across AI chips, data privacy, and healthcare. First up, Etched CEO Gavin Uberti explains why they’re betting big on transformer-specific ASICs. Then, Skyflow co-founder Anshu Sharma breaks down how they’re helping enterprises use LLMs without leaking private data. Finally, MedServe’s team walks us through how they’re securing medications in outpatient clinics and staying on the right side of the DEA.

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Timestamps:

(0:00) Alex kicks off the show

(1:15) 23andMe bankruptcy and SPACs impact

(5:23) MicroStrategy's Bitcoin strategy

(8:58) Increase in M&A activity and market trends

(10:06) Northwest Registered Agent - Get a 60% discount on your next LLC at https://www.northwestregisteredagent.com/twist

(13:37) Browser use, agentic AI, and VC market insights

(19:28) Financial responsibility in startups

(20:28) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST

(21:56) Interview with Gavin Uberti of Etched

(30:32) Fidelity Private Shares℠ - Visit ⁠https://www.fidelityprivateshares.com ! Mention our podcast and receive 20% off your first-year paid subscription.

(32:12) Economic and technical aspects of chip efficiency

(39:53) Etched's market demand, manufacturing, and AI scaling

(43:05) Founder insights and hardware startup potential

(45:43) Introduction to Skyflow and Anshu Sharma

(50:19) Skyflow's growth and customer acquisition strategies

(1:03:09) ServiceNow's new product and Skyflow's bullish outlook

(1:06:33) M&A interest and AI stack value creation

(1:12:06) Skyflow's funding and cybersecurity customer trust

(1:13:12) Introduction to MedServe and Milwaukee's startup ecosystem

(1:16:30) MedServ's solution to drug dispensing and diversion

(1:23:05) Economic challenges and solutions for smaller facilities

(1:26:50) MedServe cabinet features and use case demonstration

(1:29:51) Cybersecurity and physical security of MedServe systems

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Follow Etched:

Website: https://www.etched.com/

X: https://x.com/Etched

LinkedIn: https://www.linkedin.com/company/etched-ai/

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Follow MedServe:

Website: https://medserverx.com/

X: https://x.com/MedServeRX

LinkedIn: https://www.linkedin.com/company/medserverx/

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Follow Skyflow:

Website: https://www.skyflow.com/

X: https://x.com/SkyflowAPI

LinkedIn: https://www.linkedin.com/company/skyflow/

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Follow Alex:

X: https://x.com/alex

LinkedIn: ⁠https://www.linkedin.com/in/alexwilhelm

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Follow Lon:

X: https://x.com/Lons

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Thank you to our partners:

(10:06) Northwest Registered Agent - Get a 60% discount on your next LLC at https://www.northwestregisteredagent.com/twist

(20:28) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST

(30:32) Fidelity Private Shares℠ - Visit https://www.fidelityprivateshares.com ⁠ Mention our podcast and receive 20% off your first-year paid subscription.

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

Today’s show: Jason, Alex, and Lon break down a subreddit question: A founder builds 100% of the product, is promised equity—and now he’s being pushed out. We break down exactly what he should do next. Plus, YouTuber Mark Rober’s viral Tesla test gets fact-checked by a small creator, and the results don’t look great for Mark. Finally, TechCrunch gets quietly sold to Regent in what looks like a fire sale. Is this the end of an era for tech media?

Timestamps:

(0:00) Episode Teaser(1:25) Jason's memories of Tony Hsieh

(4:09) High stakes poker stories with Tony Hsieh

(7:28) Reflecting on joy and fun in life

(9:45) Atlassian - Head to ⁠https://www.⁠⁠atlassian.com/startups/twist to see if you qualify for 50 free seats for 12 months.(11:46) Founder question from Reddit

(20:12) Fidelity Private Shares℠ - Visit ⁠https://fidelityprivateshares.com⁠! Mention our podcast and receive 20% off your first-year paid subscription.

(21:52) Subreddit question: Stealth vs. building in public(27:33) Update: Mark Rober's Looney Tunes wall experiment

(31:21) Lemon.io - Get $2000 off your first hire at http://lemon.io/hire

(37:50) Lessons from the Mark Rober experiment

(40:24) The future of tech journalism and subscription models

(47:34) Jason’s idea for a gadget museum

(50:12) Updates on CoreWeave and Klarna IPOs

(51:43) Bipartisan bill to amend Section 230

(56:29) Algorithms and their impact on Section 230

(59:00) Global perspectives on online speech and anonymity

(1:00:00) Podcast closing and call for social media engagement

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 Alex:

X: https://x.com/alex

LinkedIn: ⁠https://www.linkedin.com/in/alexwilhelm

Follow Jason:

X: https://twitter.com/Jason

LinkedIn: https://www.linkedin.com/in/jasoncalacanis

Thank you to our partners:

(9:45) Atlassian - Head to ⁠https://www.⁠⁠atlassian.com/startups/twist to see if you qualify for 50 free seats for 12 months.

(20:12) Fidelity Private Shares℠ - Visit ⁠https://fidelityprivateshares.com⁠! Mention our podcast and receive 20% off your first-year paid subscription.

(31:21) Lemon.io - Get $2000 off your first hire at http://lemon.io/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

Today’s show: Tesla FSD drama, Google’s massive $32B cybersecurity bet, and XRP’s SEC victory. Jason, Lon, and Alex break down the internet firestorm over Mark Rober’s viral Tesla test, why Google’s Wiz acquisition could spark a new M&A wave, and what the SEC dropping its case against XRP means for crypto’s future.

Timestamps:

(0:00) Episode Teaser(1:27) Show intro(2:01) Jason's skiing trip and Tesla stock banter(3:00) Criticism of Democratic party’s approach(5:44) Discussion of Mark Rober's Tesla and lidar video and autopilot vs FSD(8:00) Mark Rober's response and debate over his relationship with lidar CEO(9:56) Gusto - Get three months free when you run your first payroll at http://gusto.com/twist(11:02) Further criticisms and analysis of Rober's video and audience expectations(19:41) Suggestion for Rober to redo the test and video title accuracy(20:07) Northwest Registered Agent. Form your entire business identity in just 10 clicks and 10 minutes. Get more privacy, more options, and more done—visit northwestregisteredagent.com/twist today!(21:38) Accountability and public reaction to Rober's video(25:00) Potential fallout, personal consequences, and stock impact(29:58) AdQuick - For TWiST listeners - AdQuick is waiving their fee on your first campaign. Visit https://www.adquick.com/twist(31:18) Personal investments and conflicts of interest(33:25) Wiz acquisition and implications for M&A market(37:28) Calculation of returns and LP impact(40:38) Benefits of M&A for society and antitrust concerns(43:27) Examples of market cornering, price gouging, and cloud computing(49:29) XRP and SEC lawsuit update and implications(56:29) Proposed regulations for crypto projects and Trump coin(1:00:21) The need for clear crypto regulations and potential for new projects

Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.com

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Links from the show:

Mark Rober’s Philip Defranco interview: https://www.youtube.com/watch?v=W1htfqXyX6M

Follow Alex:

X: https://x.com/alex

LinkedIn: ⁠https://www.linkedin.com/in/alexwilhelm

Follow Jason:

X: https://twitter.com/Jason

LinkedIn: https://www.linkedin.com/in/jasoncalacanis

Thank you to our partners:

(9:56) Gusto - Get three months free when you run your first payroll at http://gusto.com/twist(20:07) Northwest Registered Agent. Form your entire business identity in just 10 clicks and 10 minutes. Get more privacy, more options, and more done—visit northwestregisteredagent.com/twist today!(29:58) AdQuick - For TWiST listeners - AdQuick is waiving their fee on your first campaign. Visit https://www.adquick.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

TikTok: https://www.tiktok.com/@thisweekinstartups

Substack: https://twistartups.substack.com

Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916

Today’s show: Alex interviews two incredible founders from the TWIST 500! First, Replit CEO Amjad Masad breaks down how AI-powered coding is changing software development and what the future of agents looks like. Then, Starfish Space co-founder Austin Link explains how they’re building a satellite towing service to extend missions and clean up orbit. Two deep dives into the future of tech and space.

Timestamps:

(0:00) Alex kicks off the episode!

(0:53) Discussing Replit's capabilities and introduction of CEO Amjad Masad

(4:17) Replit's evolution and turning down a billion-dollar acquisition offer

(9:48) Vapi - Go to https://vapi.ai/twist and get 1000 minutes free per month - for life.

(11:42) Impact of LLMs and AI agents

(17:13) Choosing Anthropic's Claude for Replit

(19:46) Northwest Registered Agent. Form your entire business identity in just 10 clicks and 10 minutes. Get more privacy, more options, and more done—visit http://northwestregisteredagent.com/twist today!

(21:29) Anthropic success and closed source AI implications

(24:37) Replit market response and economics of AI models

(28:14) Future of Replit's AI tools and plans

(33:41) LinkedIn Jobs - Post your first job for free at https://www.linkedin.com/twist

(35:12) Introduction to Starfish Space and its mission

(38:50) Core missions and challenges of the Otter satellite

(47:29) First official mission with Otter and key partnerships

(50:57) Economics and ownership of satellite services

(53:11) Key components of the Otter project

(57:19) Startups in the space economy and comparison with Orbit Fab

(59:08) Starfish Space hiring push and final thoughts

Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.comCheck 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 Starfish Space: https://www.starfishspace.com/

Check out Replit: https://replit.com/

Follow Amjad:

X: https://x.com/amasad

LinkedIn: https://www.linkedin.com/in/amjadmasad/

Follow Austin Link:

X: https://x.com/Austin

LinkLinkedIn: https://www.linkedin.com/in/austin-link-space/

Follow Alex:

X: https://x.com/alex

LinkedIn: ⁠https://www.linkedin.com/in/alexwilhelm

Thank you to our partners:

(9:48) Vapi - Go to https://vapi.ai/twist and get 1000 minutes free per month - for life.

(19:46) Northwest Registered Agent. Form your entire business identity in just 10 clicks and 10 minutes. Get more privacy, more options, and more done—visit http://northwestregisteredagent.com/twist today!

(33:41) LinkedIn Jobs - Post your first job for free at https://www.linkedin.com/twist

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.

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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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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

Today’s show: Jason, Alex, and Lon break down a wild viral test on self-driving cars— will FSD see through fog, or does LiDAR win? Plus, Klarna is finally going public… but is "buy now, pay later" still the future or just a debt trap? And Netflix drops $300M on a Russo Brothers sci-fi blockbuster—critics hate it, but audiences love it. Was it worth it? We also dive into big tech’s crackdown on remote work, the Uber of estate managers, and why content creators might be falling into an algorithmic trap.

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Timestamps:

(0:00) Teaser: Can you fool a self-driving car?

(3:11) The Electric State film discussion

(7:35) Netflix's strategy, subscriber growth, and podcast licensing deals

(10:06) Disney's content strategy insights

(10:55) NetSuite. Download the CFO's Guide to AI and Machine Learning for free at https://www.netsuite.com/twist

(14:27) Kids investment club and estate manager service ideas

(21:02) Horatio - Visit https://www.hirehoratio.com/twist and get $2,000 off your initial set up.

(22:44) Estate management expansion and Uber's role in transportation

(27:19) Klarna's IPO, financials, and buy now, pay later services concerns

(30:25) Lemon.io. Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist

(35:12) E-commerce trends and algorithmic content creation impact

(40:21) Remote vs. in-person technical interviews

(43:08) Work-life balance, early rising myths, and avoiding burnout

(50:45) The importance of mentorship and coaching

(52:06) Google autocorrect issues for startup names and future of SEO

(56:24) Mark Rober's "Can you fool a self-driving car?" video discussion

(1:00:13) Human vs. FSD driving standards and safety

(1:03:29) Waymo's strategy and autonomous driving competition concerns

(1:06:14) Government regulations and milestones for autonomous vehicles

(1:08:18) Global AI competition and safety standards in the automotive industry

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Follow Alex:

X: https://x.com/alex

LinkedIn: ⁠https://www.linkedin.com/in/alexwilhelm

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Follow Lon:

X: https://x.com/Lons

LinkedIn: https://www.linkedin.com/in/lonharris

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Follow Jason:

X: https://twitter.com/Jason

LinkedIn: https://www.linkedin.com/in/jasoncalacanis

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Thank you to our partners:

(10:55) NetSuite. Download the CFO's Guide to AI and Machine Learning for free at https://www.netsuite.com/twist(21:02) Horatio - Visit https://www.hirehoratio.com/twist and get $2,000 off your initial set up.(30:25) 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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Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916

This Week in Startups is brought to you by…

Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist

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CLA. Get started with CLA's CPAs, consultants, and wealth advisors now at https://claconnect.com/tech

Today’s show: Jason and Alex break down the biggest tech stories of the moment. OpenAI is pushing to rewrite copyright laws to benefit AI companies while suing others for doing the same—hypocrisy or smart strategy? Meanwhile, European startups are fleeing to the U.S. as overregulation and weak IPO markets make scaling harder. Harry Stebbings joins to discuss whether Project Europe can reverse the trend. Plus, with AI-driven startups staying lean, angel investing is evolving—should investors wait for traction or bet on potential? Jason shares his 2024 playbook. Watch the full episode now!

Timestamps:

(0:00) Episode Teaser(1:15) OpenAI's recommendations, stance on copyright, and ethics(8:30) Sam Altman's political donations and the media's response

(9:41) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist(15:48) Introduction of guest Harry Stebbings and his venture capital journey(19:51) 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) Discussing the human aspect of investing and handling criticism(27:37) Project Europe and its support for EU founders(30:49) CLA. Get started with CLA's CPAs, consultants, and wealth advisors now at https://www.claconnect.com/tech(32:16) Balancing roles as an investor and public figure(33:04) Analyzing the European startup ecosystem(35:48) Addressing Project Europe's age cap and mentorship(38:09) Global talent competition and Europe's stance(42:29) Economic impacts and the future of Project Europe(45:18) Growth and housing in Austin compared to other tech regions(47:36) Startup funding strategies and angel investment advice(55:27) Evolving startup and content creation landscapes(57:37) Founder University announcement

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

Links from the show:

Check out Project Europe: https://www.projecteurope.co/

Check out 20VC: https://www.thetwentyminutevc.com/

Check out Stride VC: https://stride.vc/

Follow Harry:

X: https://x.com/HarryStebbingsLinkedIn: https://www.linkedin.com/in/harrystebbings

Follow Alex:

X: https://x.com/alex

LinkedIn: ⁠https://www.linkedin.com/in/alexwilhelm

Follow Jason:

X: https://twitter.com/Jason

LinkedIn: https://www.linkedin.com/in/jasoncalacanis

Thank you to our partners:

(9:41) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist(19:51) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST(30:49) CLA. Get started with CLA's CPAs, consultants, and wealth advisors now at https://www.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

Today’s show: Europe wants to keep its founders from fleeing, AI is growing at breakneck speed, and Nick Denton is back with a spicy Twitter storm—so we had to talk about it. Jason, Alex, and Lon break down Project Europe, a new $10M fund aimed at stopping the European startup brain drain. Plus, Anthropic’s revenue just jumped 40% in a single quarter, and we debate what that means for AI’s future. Meanwhile, China’s EV makers are coming for Tesla, Saudi Arabia is building a gaming empire with a $3.5B Pokémon GO buyout, and we ask the big question: Should X and XAI just merge? Since XAI gets real-time data from X, it’s got a major advantage—so what’s stopping them from becoming one?

*

Timestamps:

(0:00) Alex, Jason and Lon kick off the show!

(1:29) Recap of Jason's appearance on Glenn Beck's show and advice to MBA students

(4:21) The value of an MBA vs. starting a company(8:14) Nick Denton on Musk, Trump, and investment thesis

(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

(15:16) The rise of Chinese EV manufacturers and Tesla's challenges

(19:09) Jason's stance on vandalism, protests, and political affiliations

(20:35) Northwest Registered Agent. Form your entire business identity in just 10 clicks and 10 minutes. Get more privacy, more options, and more done—visit http://northwestregisteredagent.com/twist today!

(23:13) Tesla's brand challenges and future prospects

(25:03) Jason's audience and political neutrality(26:35) Inflation data and its implications for startups

(28:07) Project Europe and entrepreneurship in the EU and Middle East

(29:45) AdQuick. Easily plan, deploy and measure out-of-home campaigns as easily as digital ads. Visit www.AdQuick.com/twist to learn more

(38:09) Jason's personal health and productivity protocol

(41:18) Anthropic's revenue growth, API credits, and AI developments(45:09) AI competition and consumer trust

(46:41) Mainstream adoption of ChatGPT and AI challengers

(48:02) Grok AI's integration with X

(51:12) Sale of Niantic's games business and global market shifts(

58:06) India's economic rise and TSMC's potential deal with Intel

*

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 Alex:

X: https://x.com/alex

LinkedIn: ⁠https://www.linkedin.com/in/alexwilhelm

Follow Lon:

X: https://x.com/Lons

LinkedIn: https://www.linkedin.com/in/lonharris

Follow Jason:

X: https://twitter.com/Jason

LinkedIn: https://www.linkedin.com/in/jasoncalacanis

*

Thank you to our partners:

(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

(20:35) Northwest Registered Agent. Form your entire business identity in just 10 clicks and 10 minutes. Get more privacy, more options, and more done—visit http://northwestregisteredagent.com/twist today!

(29:45) AdQuick. Easily plan, deploy and measure out-of-home campaigns as easily as digital ads. Visit www.AdQuick.com/twist to learn more

*

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

In this episode of AI Basics, Jason sits down with Jia Li from LiveX AI to explore how human-like AI agents are changing the game for businesses. Instead of clunky bots, these AI agents engage customers in real-time, helping with onboarding, support, and even stopping them from leaving before they churn. We’ll break down how they work, why they feel more natural than traditional chatbots, and how companies can train them to eliminate costly mistakes. Plus, we’ll talk about whether AI-powered support might actually be better than human agents.

*

Timestamps:

(0:00) Introduction to startup and AI basics(1:00) Collaboration with Google and insights from industry experts(1:44) Introduction of Jia Li and LiveX AI's innovative customer retention(4:32) LiveX AI's AI agent demonstration and training methodologies(9:38) Personalizing user experience with LiveX AI

*

Uncover more valuable insights from AI leaders in Google Cloud's 'Future of AI: Perspectives for Startups' report. Discover what 23 AI industry leaders think about the future of AI—and how it impacts your business. Read their perspectives here: https://goo.gle/futureofai

*

Check out all of the Startup Basics episodes here: https://thisweekinstartups.com/basics

Check out Google Cloud: https://cloud.google.com/

Check out LiveX AI: https://www.livex.ai/

*

Follow Jia Li:

LinkedIn: https://www.linkedin.com/in/lijiali/

X: https://x.com/lijiali_vision

*

Follow Jason:

X: https://twitter.com/Jason

LinkedIn: https://www.linkedin.com/in/jasoncalacanis

*

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

Timestamps:

(0:00) Roy Lee's hack and Amazon's reaction

(3:03) MicroStrategy's Bitcoin strategy(4:29) Market reactions to Trump's policies(6:33) Creating value in current market conditions(8:00) South by Southwest highlights

(10:19) Coda. Empower your startup with Coda’s Team plan for free—get 6 months at https://www.Coda.io/twist

(12:03) The $20,000 electric car concept(16:18) Electric unicycles as a startup category

(19:12) Vanta. TWiST listeners automate your SOC2 and get $1,000 off at http://www.vanta.com/twist

(20:31) Electric unicycles trend discussion(21:31) Guest introduction: Roy Lee(23:32) Roy Lee's background and startup idea(25:41) Technical coding tests and InterviewCoder

(30:14) LinkedIn Jobs. Post your first job for free at https://www.linkedin.com/twist

(32:01) Amazon's reaction to InterviewCoder and Columbia's actions(37:03) Roy Lee's future and startup funding discussion(41:19) Hiring, revenue, and fundraising strategies(44:37) Venture capital dynamics and maintaining company control(47:52) Capturing audience before investment and SBF's legal issues(57:57) ServiceNow acquires Moveworks(1:00:00) Impact of Tiger's peak valuations on LPs and IRR calculations*

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 Roy:

X: https://x.com/im_roy_lee

LinkedIn: https://www.linkedin.com/in/roy-lee-goat/

*

Follow Alex:

X: https://x.com/alex

LinkedIn: ⁠https://www.linkedin.com/in/alexwilhelm

*

Follow Jason:

X: https://twitter.com/Jason

LinkedIn: https://www.linkedin.com/in/jasoncalacanis

*

Thank you to our partners:

(10:19) Coda. Empower your startup with Coda’s Team plan for free—get 6 months at https://www.Coda.io/twist

(19:12) Vanta. TWiST listeners automate your SOC2 and get $1,000 off at http://www.vanta.com/twist

(30:14) LinkedIn Jobs. Post your first job for free at https://www.linkedin.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

Today’s show: AI is evolving at lightning speed—smarter assistants, faster models, and now, the massive energy demands that come with it. In this episode, Alex dives into two cutting-edge companies from the TWIST 500 that are shaping AI’s future in very different ways. First, Alex interviews Zap Energy, where CEO Benj Conway explains how their breakthrough fusion power technology could provide unlimited, clean energy to fuel AI and beyond. Then, we talk to PolyAI, where CEO Nikola Mrkšić shares how their conversational AI is revolutionizing customer service with ultra-realistic, human-like voice assistants. If you're excited about where AI is headed—from hyper-realistic agents to a future powered by fusion—this is an episode you don’t want to miss!

*

Timestamps:

(0:00) AI's impact on business and technology; Fusion technology; AI powered voice assistants(1:51) Power demands of AI; Fusion energy's potential and commercialization(6:50) Zap Energy's approach to scaling and efficiency in fusion(9:58) Oracle. Try OCI and save up to 50% on your cloud bill at https://w⁠⁠⁠⁠ww.oracle.com/twist(12:11) Zap Energy's Sentry project and the future of fusion power(18:02) Competition in fusion development and importance of liquid metal walls(20:10) Squarespace. Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST(21:38) Thermal management in fusion energy and Zap Energy's milestones(24:19) PolyAI's CEO on conversational AI and generative AI(28:39) Founding PolyAI and advancements in AI technology(30:30) Atlassian. Head to https://www.atlassian.com/software/startups to see if you qualify for 50 free seats for 12 months.(32:30) PolyAI's technology stack and deep learning advancements(39:13) Growth, competitive landscape, and AI's impact on employment(46:16) Startups M&A in applied AI and conclusion with Nikola Mrkšić*

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

*

Links from the show:

Check out Zap Energy: https://www.zapenergy.com/

Check out Poly AI: https://poly.ai/

*

Follow Benj Conway:

X: https://x.com/Energy_Zap

*

Follow Nikola Mrkšić:

X: https://x.com/nikola_mrksic

LinkedIn: https://www.linkedin.com/in/nikola-mrksic

*

Follow Alex:

X: https://x.com/alex

LinkedIn: ⁠https://www.linkedin.com/in/alexwilhelm

*

Thank you to our partners:

(9:58) Oracle. Try OCI and save up to 50% on your cloud bill at https://w⁠⁠⁠⁠ww.oracle.com/twist(20:10) Squarespace. Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST(30:30) Atlassian. Head to https://www.atlassian.com/software/startups to see if you qualify for 50 free seats for 12 months.

*

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…

Northwest Registered Agent. Form your entire business identity in just 10 clicks and 10 minutes. Get more privacy, more options, and more done—visit https://www.northwestregisteredagent.com/twist today!

Lemon.io. Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist

Horatio. Visit https://www.hirehoratio.com/twist and get $2,000 off your initial set up.

Today’s show: Jason and Alex cover CoreWeave’s filing for a $35 billion IPO after explosive revenue growth. But with 77% of its revenue coming from just two customers, is it built to last? Meanwhile, AVRide is bringing autonomous Hyundai robotaxis to Uber in Dallas, pushing the self-driving revolution forward as Waymo scales to 200,000 weekly rides. And finally, Digg is back! Kevin Rose and Alexis Ohanian are reviving the iconic social news platform, using AI-powered moderation to tackle Reddit’s biggest challenge. Tune in as Jason and Alex break it all down!

Timestamps:

(0:00) Episode teaser(1:34) Jason's South by Southwest appearances & All In fan meetups(4:17) Digg relaunch, history, and Kevin Rose's AI strategy(10:05) Northwest Registered Agent. Form your entire business identity in just 10 clicks and 10 minutes. Get more privacy, more options, and more done—visit https://www.northwestregisteredagent.com/twist today!(11:43) Jason’s involvement with Digg’s revival and lessons learned(15:02) Using Reddit for startup communities(20:00) Lemon.io. Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist(22:07) Kevin Rose's journey and ketamine therapy(24:18) CoreWeave's public filing, clients, and revenue growth(29:52) Horatio. Visit https://www.hirehoratio.com/twist and get $2,000 off your initial set up.(34:22) CoreWeave's potential acquisition and investor IRR(40:45) Using LLMs for financial analysis and political funding discussion(46:19) CoreWeave data centers and AV Ride partnership with Uber(50:18) Challenges in electric bikes and healthcare startups(53:10) Novo Nordisk's direct-to-consumer strategy with Wegovy(57:28) Future of healthcare and Brian Johnson's health regimen(1:05:52) Challenges and excitement in the autonomous vehicle industry

Links from episode:

Check out digg: https://digg.com/

Check out AVRide: https://www.avride.ai/robot

Check out the Mozi app: https://www.mozi.app/

Check out Nerd Crawler: https://www.nerdcrawler.com/

Check out article about Novo Nordisk and Wegovy: https://www.cnbc.com/2025/03/05/novo-nordisk-goes-direct-to-consumer-with-wegovy-what-it-means-for-obesity-rival-eli-lilly.html

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 Alex:

X: https://x.com/alex

LinkedIn: ⁠https://www.linkedin.com/in/alexwilhelm

Follow Jason:

X: https://twitter.com/Jason

LinkedIn: https://www.linkedin.com/in/jasoncalacanis

Thank you to our partners:

(10:05) Northwest Registered Agent. Form your entire business identity in just 10 clicks and 10 minutes. Get more privacy, more options, and more done—visit https://www.northwestregisteredagent.com/twist today!(20:00) Lemon.io. Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist(29:52) Horatio. Visit https://www.hirehoratio.com/twist and get $2,000 off your initial set up.

Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman

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

In this episode: Jason sits down with Harrison Chase, CEO of LangChain, to explore how AI-powered agents are transforming the way startups operate. They discuss the shift from traditional entry-level roles to AI-driven automation, the importance of human-in-the-loop systems, and the future of AI-powered assistants in business. Harrison shares insights on how companies like Replit, Klarna, and GitLab are leveraging AI agents to streamline operations, plus a look ahead at what's next for AI-driven workflows. Brought to you in partnership with Google Cloud.

*

Timestamps:

(0:00) Introduction to Startup Basics series & Importance of AI in startups(2:04) Partnership with Google Cloud & Introducing Harrison Chase from Langchain(4:38) Evolution of entry-level jobs & Examples of AI agents in startups(8:00) Challenges & Future of AI agents in startups(14:24) AI agents in collaborative spaces & Non-developers creating AI agents(18:40) Closing remarks and where to learn more

*

Uncover more valuable insights from AI leaders in Google Cloud's 'Future of AI: Perspectives for Startups' report. Discover what 23 AI industry leaders think about the future of AI—and how it impacts your business. Read their perspectives here: https://goo.gle/futureofai

*

Check out all of the Startup Basics episodes here: https://thisweekinstartups.com/basics

Check out Google Cloud: https://cloud.google.com/

Check out LangChain: https://www.langchain.com/

*

Follow Harrison:

LinkedIn: https://www.linkedin.com/in/harrison-chase-961287118/

X: https://x.com/hwchase17

*

Follow Jason:

X: https://twitter.com/Jason

LinkedIn: https://www.linkedin.com/in/jasoncalacanis

*

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

Today’s show: Trump just floated the idea of a U.S. Crypto Reserve, suggesting a 10 bips transaction tax and naming unexpected altcoins like XRP, Solana, and Cardano. Jason and Alex break down what this means for crypto markets, regulation, and startups—plus the legal and political fallout. Is this a game-changer or just another pump-and-dump controversy?

*

Timestamps:

(0:00) Alex and Jason kick of the show!(1:48) Trump's crypto policy and PR strategy(7:14) Analysis of Trump's proposed US crypto reserve

(10:21) Gusto. Get three months free when you run your first payroll at http://gusto.com/twist(11:32) Predictions on legal challenges to Trump's crypto proposal(12:08) Industry reactions to the crypto tax proposal

(20:27) OpenPhone. Get 20% off your first six months at https://www.openphone.com/twist⁠(22:26) Crypto report around market hours and Eric Trump's tweet(24:13) Predictions on Trump's future crypto policies and inflation impact(27:10) Trump's Truth Social and Crypto Investments dynamics(30:48) LinkedIn Jobs. Post your first job for free at https://www.linkedin.com/twist(31:05) Jason's alternative idea for a crypto tax(36:40) Ramp's funding and fintech sector growth(41:02) Discussion on investment performance and Jason's ETF idea(46:42) Challenges companies face with public offerings and market fairness(50:14) Potential CoreWeave IPO and high CapEx costs(54:39) Founder Hack from Matt Turck(57:12) Exploring hybrid business models

*

Links from the episode:

Check out Angel University: https://www.angel.university/Check out the JCal Case Study at Stanford Business: https://www.gsb.stanford.edu/faculty-research/case-studies/jason-calacanis-case-study-creating-resourcesCheck out Arduino: https://www.arduino.cc/Check out Ramp: https://ramp.com/

Check out Coreweave: https://www.coreweave.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 Alex:

X: https://x.com/alex

LinkedIn: ⁠https://www.linkedin.com/in/alexwilhelm*

Follow Lon:

X: https://x.com/Lons

LinkedIn: https://www.linkedin.com/in/lonharris

*

Follow Jason:

X: https://twitter.com/Jason

LinkedIn: https://www.linkedin.com/in/jasoncalacanis

*

Thank you to our partners:

(10:21) Gusto. Get three months free when you run your first payroll at http://gusto.com/twist(20:27) OpenPhone. Get 20% off your first six months at https://www.openphone.com/twist⁠(30:48) LinkedIn Jobs. Post your first job for free at https://www.linkedin.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

Today’s show: Jason and Alex break down the latest head-scratching SEC ruling on meme coins—did they just legalize pump-and-dumps to protect Trump’s token? Plus, they dive into why venture debt can destroy startups, the rise of AI-driven companies, and how Tesla is gearing up to challenge Waymo in the self-driving car race. Then, Brandon Brown from GRIN joins the show to talk about scaling to 8-figure revenue, surviving brutal market corrections, and why he’s stepping down as CEO after a decade. This one’s packed with insights for founders, investors, and anyone watching the future of crypto, startups, and AI unfold.*

Timestamps:

(0:00) Jason and Alex kick off the show!(1:39) Palmer Luckey feud, and supporting Trump in Silicon Valley(9:36) AI's impact on startup growth and job displacement

(10:11) Paddle. Go to https://www.paddle.com/twist to get started with your exclusive listener fee-free period.(12:20) Product market fit and Salesforce productivity(15:01) Howey Test and its application to cryptocurrencies

(20:07) LinkedIn Ads. Get a $100 LinkedIn ad credit at http://www.linkedin.com/thisweekinstartups(26:13) Jason's libertarian views on meme coins

(31:13) Hubspot for Startups. Get up to 75% off plus 3 months of Perplexity AI for free. Go to https://www.hubspot.com/startups(32:16) Meme coin regulation and political implications(37:22) GRIN's Brandon Brown interview and company evolution(46:10) Leadership changes and challenges at GRIN(53:28) Venture debt risks and business cycle preparedness(59:00) Leadership skills and defining reality(1:04:13) Updates on Waymo and autonomous rides(1:09:06) Tesla and the global autonomous vehicle market

*

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 GRIN: https://grin.co/

Checkout Angel University with Jason Calacanis & Mike Savino: https://www.angel.university/

Check out the Founder Friday City Competition: https://www.founderfridays.tech/city-competition

*

Follow Brandon

X: https://x.com/Brandon_Brown

LinkedIn: https://www.linkedin.com/in/brandon-brown-0898731/

*

Follow Alex:

X: https://x.com/alex

LinkedIn: ⁠https://www.linkedin.com/in/alexwilhelm

*

Follow Jason:

X: https://twitter.com/Jason

LinkedIn: https://www.linkedin.com/in/jasoncalacanis

*

Thank you to our partners:

(10:11) Paddle. Go to https://www.paddle.com/twist to get started with your exclusive listener fee-free period.(20:07) LinkedIn Ads. Get a $100 LinkedIn ad credit at http://www.linkedin.com/thisweekinstartups(31:13) Hubspot for Startups. Get up to 75% off plus 3 months of Perplexity AI for free. Go to https://www.hubspot.com/startups

*

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

Today’s show: Jason interviews Rahul Vohra, CEO and founder of Superhuman, and Vlad Tenev, CEO and co-founder of Robinhood. This is a packed episode featuring founder tips, fun stories about how Superhuman and Robinhood got their start and much more!

Timestamps:

(0:00) Episode teaser(2:13) Product market fit and founder journeys(3:25) Jason's investment in Superhuman and market positioning(5:14) AI's role and features in Superhuman(10:25) Lemon.io. Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist(14:37) Targeting users and competitive advantages(22:23) Evolution and new features of Superhuman

(20:52) Northwest Registered Agent. Get more privacy, more options, and more done—visit northwestregisteredagent.com/twist today!

(24:37) Tackling spam with Superhuman's AI

(27:05) Custom auto labels and email classification

(29:47) Vapi. Go to Vapi.ai and use code Twist200 to get $200 in credits

(32:03) Superhuman's auto reminders and drafts

(34:14) Vlad Tenev and the origins of Robinhood

(39:31) Product design philosophies of Robinhood and Superhuman

(49:29) Scaling design principles and investment decisions(

52:31) Subjectivity in product design

(55:14) Customer feedback in product development

(1:00:00) Superhuman's subscription model and customer acquisition

(1:05:11) PR strategies and news hijacking

(1:12:06) Investment experiences with Robinhood

(1:13:35) Navigating company valuation fluctuations

(1:15:03) Influences on Vlad Tenev and new Robinhood desktop product

(1:22:02) Company resilience and employee reorganization

(1:25:52) Crypto regulation and startup mentality

(1:30:05) Investment trends among Robinhood users

(1:31:12) Retail benefits for startups and capital raising challenges

(1:34:04) Accreditation for private investing and solutions

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Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp

Links from this episode:

Check out Superhuman: https://superhuman.com/

Check out Superhuman’s blog post that details all of the new features Rahul went over in the demo: https://blog.superhuman.com/the-next-superhuman-ai/. 

Check out Robinhood Legend: https://robinhood.com/us/en/legend/

Article “How Superhuman Built an Engine to Find Product Market Fit”: https://review.firstround.com/how-superhuman-built-an-engine-to-find-product-market-fit/

Check out Rick Rubin’s book: https://www.amazon.ca/Creative-Act-Way-Being/dp/0593652886

Article on Bezos and Washington Post: https://www.newsweek.com/bezos-makes-big-change-washington-post-opinion-focus-endorsed-musk-2036618

Media Bias Chart: https://www.allsides.com/media-bias/media-bias-chart

Check out “Working Backwards” book about Amazon insights: https://www.amazon.ca/Working-Backwards-Insights-Stories-Secrets/dp/1250267595

Check out Rahul’s article on acquisition: https://www.linkedin.com/pulse/rip-mailbox-founders-how-stop-worrying-love-being-acquired-vohra/

Follow Rahul:

X: https://x.com/rahulvohra

LinkedIn: https://www.linkedin.com/in/rahulvohra/

Follow Vlad:

X: https://x.com/vladtenev

LinkedIn: https://www.linkedin.com/in/vlad-tenev-7037591b/

Follow Jason:

X: https://twitter.com/Jason

LinkedIn: https://www.linkedin.com/in/jasoncalacanis

Thank you to our partners:

(10:25) Lemon.io. Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist

(20:52) Northwest Registered Agent. Get more privacy, more options, and more done—visit northwestregisteredagent.com/twist today!

(29:47) Vapi. Go to Vapi.ai and use code Twist200 to get $200 in credits

Today’s show: Jason and Lon break down the latest trends shaping AI training, the evolving job market, and the shifting landscape of social media. A tribute to Steve Jobs on what would have been his 70th birthday explores his lasting impact, Apple’s massive $500 billion AI investment, and the future of US manufacturing. The conversation dives into Outlier’s role in AI training data, its effects on journalism, and broader job market implications. Jason also shares insights on autonomous vehicles, Apple’s AI strategy, and the latest in crypto—covering meme coins, regulatory battles, and the state of angel investing. Plus, a look at Oscar season and the cultural moments making waves.

*

Timestamps:

(0:00) Jason and Lon kick off the show!(2:59) TikTok discussion and Steve Jobs' 70th birthday tribute(4:36) Jason's history with Steve Jobs and impact of blogging(8:56) Jason's interaction with Steve Jobs about podcast monetization(10:13) Squarespace. Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST(11:27) Steve Jobs' legacy and Apple's innovation(14:12) Apple's $500 billion investment in AI and TSMC chip manufacturing(20:08) Vanta. Get $1000 off your SOC 2 at https://www.vanta.com/twist(21:18) Geopolitical implications of Apple's US manufacturing investments(24:06) Outlier's role in AI training data and legal risks(27:02) Journalists in AI training and job market implications(30:40) Vapi. Go to https://www.vapi.ai and use code Twist200 to get $200 in credits(32:39) Outlier’s AI training recruitment and global reach(34:14) AI's future in various industries(36:53) Experiences with autonomous vehicles and Waymo(37:23) Hot-swappable LLMs and Apple's AI integrations(41:03) Commercial implications of AI deals for Apple(43:08) Public access to podcast docket and meme coins discussion(47:03) Milei’s meme coin and libertarian views on crypto(52:15) Crypto trader's tragic incident and dangers of investing on margin(58:19) Jason's gambling habits and future of crypto regulation(1:01:05) Angel investing and Oscar season discussion

*

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Follow Lon:

X: https://x.com/Lons

LinkedIn: https://www.linkedin.com/in/lonharris

*

Follow Jason:

X: https://twitter.com/Jason

LinkedIn: https://www.linkedin.com/in/jasoncalacanis

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Thank you to our partners:

(10:13) 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(30:40) Vapi. Go to https://www.vapi.ai and use code Twist200 to get $200 in credits

*

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

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Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916

This Week in Startups is brought to you by…

Squarespace. Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST

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AdQuick. Visit https://adquick.com/twist and mention TWIST to get $1000 off your first campaign.

Today’s show: Jason interviews Bryon Hargis, CEO of Castelion, about the United State’s hypersonic technology gap with China, how we’re catching up and what it will take to win the hypersonic missile race. Alex interviews Jager McConnell, CEO of Crunchbase, about their newly released, scary accurate, AI powered predictive models.

Timestamps:

(0:00) Episode teaser(1:14) Introduction of Byron Hargis and Castellion's mission(2:20) Significance of hypersonic munitions(5:55) Impact and challenges of hypersonic systems in defense(7:16) Castellion's development and cost of hypersonic weapons(9:39) Squarespace. Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST(12:28) Shift in defense contracting and venture backing(18:25) Sales strategies and founder insights in defense startups(19:38) LinkedIn Jobs. Post your first job for free at https://www.linkedin.com/twist(21:10) China's manufacturing capabilities and defense paradigm shifts(24:37) Role of automation and robots in manufacturing(28:58) AdQuick. Visit https://adquick.com/twist and mention TWIST to get $1000 off your first campaign.(31:37) Crunchbase's transition to predictive insights(38:01) Crunchbase's technology stack and AI models(41:36) Financial implications of AI-first model for Crunchbase(48:43) AI integration challenges and financial performance(52:50) AI-driven predictions and their accuracy(54:24) Future prospects for Crunchbase: Acquisition vs. IPO(55:22) Upcoming guests: Vlad from Robinhood and Raul from Superhuman

Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.com

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Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp

Checkout Castelion:

X: https://x.com/CastelionCorp

Website: castelion.com

Checkout Crunchbase:

X: https://x.com/crunchbase

Website: https://www.crunchbase.com/

Follow Bryon:

X: https://x.com/hargsb

LinkedIn: https://www.linkedin.com/in/cbh/

Follow Jager:

X: https://x.com/jagermcconnell

LinkedIn: https://www.linkedin.com/in/jager/

Follow Alex:

X: https://x.com/alex

LinkedIn: ⁠https://www.linkedin.com/in/alexwilhelm

Follow Jason:

X: https://twitter.com/Jason

LinkedIn: https://www.linkedin.com/in/jasoncalacanis

Thank you to our partners:

(9:39) Squarespace. Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST(19:38) LinkedIn Jobs. Post your first job for free at https://www.linkedin.com/twist(28:58) AdQuick. Visit https://adquick.com/twist and mention TWIST to get $1000 off your first campaign.

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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*Gusto pricing shown in ad is based on pricing prior to March 2025

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Atlassian. Head to https://www.atlassian.com/software/startups to see if you qualify for 50 free seats for 12 months.

Today’s show: Jason and Lon Harris cover Nikola’s Chapter 11 and how founders can avoid the same mistake, Superhuman AI’s new features, Mira Murati’s Thinking Machines and where Sam Altman went wrong holding onto top talent, plus much more!

Timestamps:

(0:00) Episode teaser(1:26) Introduction to startup news and trends(2:47) Bill Ackman's J trade and Herbalife controversy(5:24) Comparing trading strategies: Jason vs. Pelosi(9:49) Gusto. Get three months free when you run your first payroll at http://gusto.com/twist(11:29) HP's acquisition of Humane and its significance(13:52) Challenges facing the AI industry(20:30) Lemon.io. Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist(21:47) OpenAI veterans launch a new venture(28:09) Chamath's venture into high stakes poker(29:35) Atlassian. Head to https://www.atlassian.com/software/startups to see if you qualify for 50 free seats for 12 months.(36:37) Nikola's Chapter 11 filing and securities fraud(48:10) The upside of failing as a founder in the U.S.(50:24) Superhuman introduces AI-powered email features(51:58) Preview of upcoming guests on the podcast(53:03) Key characteristics of successful founders(56:21) Play-along: Guess the fake startup(1:04:12) Movie trilogy rankings: Superman, Star Wars, Terminator

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 these past Guess The Fake Startups segments:

https://www.youtube.com/watch?v=iKP2iiF1oYI

https://www.youtube.com/watch?v=rhnOXuGnh14

https://www.youtube.com/watch?v=ueazpyGOgcc

Follow Lon:

X: https://x.com/alex

Follow Jason:

X: https://twitter.com/Jason

LinkedIn: https://www.linkedin.com/in/jasoncalacanis

Thank you to our partners:

(9:49) Gusto. Get three months free when you run your first payroll at http://gusto.com/twist

*Gusto pricing shown in ad is based on pricing prior to March 2025

(20:30) Lemon.io. Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist(

29:35) Atlassian. Head to https://www.atlassian.com/software/startups to see if you qualify for 50 free seats for 12 months.

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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TikTok: https://www.tiktok.com/@thisweekinstartups

Substack: https://twistartups.substack.com

Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916

In today's episode: Jason and Alex break down one of the craziest crypto stories yet—a $100M meme coin meltdown, insider trading, and Argentina’s president caught in the middle. Coffeezilla joins the show to explain how meme coins are rigged, why Dave Portnoy got a $5M refund while everyone else got wrecked, and what really went down with the Libra token. Plus, we debate if crypto can be fixed or if the grift is too far gone.

Timestamps:

(0:00) Jason and Alex kick off the show.(2:17) Libra fiasco, crypto scams, and influencer involvement(4:42) The impact of meme coins on politics and ethical considerations(8:02) Trump's involvement in meme coins(10:10) Northwest Registered Agent. Form your entire business identity in just 10 clicks and 10 minutes. Get more privacy, more options, and more done—visit https://www.northwestregisteredagent.com/twist today!(11:30) The Libra coin scandal and its broader implications(18:39) Coffeezilla interview clip with Hayden Davis(20:20) Netsuite. Download the CFO's Guide to AI and Machine Learning for free at https://www.netsuite.com/twist(21:46) Introduction to Pump.fun and discussion on token launching risks(23:21) Coffeezilla joins Alex and Jason!(24:10) Discussion on Argentinian president and Tech Forum Argentina(27:29) Examination of Hayden Davis and token manipulation(29:29) Horatio. Visit https://www.hirehoratio.com/twist and get $2,000 off your initial setup.(31:02) Analysis of the broken crypto system and regulatory issues(35:40) Intentional fraud, regulation, and meme coins in politics(41:21) Potential solutions and regulatory controls under new administration(50:23) Concerns and proposed framework for crypto regulation(54:52) Importance of regulation and combating crypto fraud(58:18) Coffeezilla's perspective on meme coins and future regulations(1:01:22) Advice to potential crypto investors and FTC news implications(1:02:08) Impact of regulation on American innovation and tech giants' growth(1:05:03) Current administration's stance on business combinations(1:06:10) Arguments against large companies acquiring competitors(1:07:23) Risks and potential benefits of hypothetical acquisitions(1:08:29) Debate on market competition dynamics

*

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Follow Coffeezilla:

Patreon: patreon.com/coffeezilla

YouTube: https://www.youtube.com/channel/UCFQMnBA3CS502aghlcr0_aw

X: https://x.com/coffeebreak_YT

*

Follow Alex:

X: https://x.com/alex

LinkedIn: ⁠https://www.linkedin.com/in/alexwilhelm

*

Follow Jason:

X: https://twitter.com/Jason

LinkedIn: https://www.linkedin.com/in/jasoncalacanis

*

Thank you to our partners:

(10:10) Northwest Registered Agent. Form your entire business identity in just 10 clicks and 10 minutes. Get more privacy, more options, and more done—visit https://www.northwestregisteredagent.com/twist today!

(20:20) Netsuite. Download the CFO's Guide to AI and Machine Learning for free at https://www.netsuite.com/twist

(29:29) Horatio. Visit https://www.hirehoratio.com/twist and get $2,000 off your initial setup.*

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

Today’s show: IPO shakeups, big AI moves, and essential founder hacks—this episode covers it all. Jason breaks down Robinhood’s 6X stock surge and his strategy for $HOOD, plus the latest on tech IPOs as Turo pulls out and SailPoint surges. We dive into AI’s open-source battle, with X.ai chasing a $10B raise and DeepSeek challenging Hugging Face. And for founders, Jason shares the startup golden rule you should break for success—plus, a brand-new startup idea he’s willing to fund right now.

*

Timestamps:

(0:00) Jason and Alex kick off the show.(1:51) The ‘new’ news cycle(2:17) Calming down during chaotic times(4:29) IPO updates: Turo and SailPoint, private equity, public markets, and M&A(9:37) Rental car business & sharing economy job creation

(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(12:21) Robinhood's financial performance & fintech resurgence(18:08) NVIDIA's investment in WeRide & self-driving technology(20:02) Paddle. Go to https://www.paddle.com/twist to get started with your exclusive listener fee-free period.

(21:28) Cooking, convenience, DoorDash, Uber, CloudKitchens & startup opportunities(25:45) Smart IoT devices & revisiting the mobile convenience stores idea(29:59) Lemon.io . Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist(33:12) XAI's potential funding & AI's impact on consumer behavior(40:49) Revisiting failed startup ideas & founder hacks(47:18) Customer advisory councils: size, incentives, and roles(52:09) Humanoid robots & market competition in the next decade(58:51) OpenAI model selection & user experience(1:00:56) Founder University pitches compilation(1:13:56) Audience question: Addressing criticism on Trump and Elon Musk(1:17:26) Discussion on Palantir, bias, state of journalism, and investigative reporting

*

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Follow Alex:

X: https://x.com/alex

LinkedIn: ⁠https://www.linkedin.com/in/alexwilhelm

*

Follow Jason:

X: https://twitter.com/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(20:02) Paddle. Go to https://www.paddle.com/twist to get started with your exclusive listener fee-free period.

(29:59) 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

This Week in Startups is brought to you by…

Vanta. Get $1000 off your SOC 2 athttps://www.vanta.com/twist

Northwest Registered Agent. Form your entire business identity in just 10 clicks and 10 minutes. Get more privacy, more options, and more done—visitnorthwestregisteredagent.com/twist today!

LinkedIn Ads. Get a $100 LinkedIn ad credit athttp://www.linkedin.com/thisweekinstartups

Today’s show: Jason and Alex cover…TBD

Timestamps:

(0:00) Episode Teaser(1:16) Welcome Alex Wilhelm & Sam Lessin; Slow Ventures Creator Fund(3:49) Significance of the $60M creator-focused fund(5:47) Community-building and product development strategy(7:02) Mr. Beast's success as a case study(9:41) Vanta. Get $1000 off your SOC 2 athttps://www.vanta.com/twist(11:17) Financial structures and strategies in creator investments(14:14) Addressing challenges in creator-focused investing(19:46) Northwest Registered Agent. Form your entire business identity in just 10 clicks and 10 minutes. Get more privacy, more options, and more done—visitnorthwestregisteredagent.com/twist today!(22:24) Startups optimizing operations in challenging climates(24:50) Transition to fusion energy and Helion's technology(27:46) Helion's fusion technology and CEO David Kirtley(29:16) Commercial fusion power timeline(29:43) LinkedIn Ads. Get a $100 LinkedIn ad credit athttp://www.linkedin.com/thisweekinstartups(32:12) Fusion energy's market potential and agreements(33:39) Comparing fusion to other energy sources(36:10) Safety and environmental considerations for fusion(43:00) Helion's upcoming milestones and team expansion(44:00) Lon Harris on AI, copyright, and fair use(47:00) Exploring fair use and IP infringement in AI(53:00) Market impact and licensing for AI technologies(56:00) Financial implications for AI and copyright(58:00) Distinguishing personal vs. commercial use of copyrighted material

Subscribe to the TWiST500 newsletter:https://ticker.thisweekinstartups.com

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Follow Sam Lessin:

X:https://x.com/lessin

LinkedIn:https://www.linkedin.com/in/wlessin/

Follow Helion:

X:https://x.com/Helion_Energy

LinkedIn:https://www.linkedin.com/company/helion-energy/

Follow David Kirtley:

X:https://x.com/dekirtley

LinkedIn:https://www.linkedin.com/in/david-kirtley-490b8230/

Follow Alex:

X:https://x.com/alex

LinkedIn:⁠https://www.linkedin.com/in/alexwilhelm

Follow Lon:

X:https://x.com/Lons

LinkedIn:https://www.linkedin.com/in/lonharris/

Follow Jason:

X:https://twitter.com/Jason

LinkedIn:https://www.linkedin.com/in/jasoncalacanis

Thank you to our partners:

(9:41) Vanta. Get $1000 off your SOC 2 athttps://www.vanta.com/twist(19:46) Northwest Registered Agent. Form your entire business identity in just 10 clicks and 10 minutes. Get more privacy, more options, and more done—visitnorthwestregisteredagent.com/twist today!(29:43) LinkedIn Ads. Get a $100 LinkedIn ad credit athttp://www.linkedin.com/thisweekinstartups

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

TikTok:https://www.tiktok.com/@thisweekinstartups

Substack:https://twistartups.substack.com

Subscribe to the Founder University Podcast:https://www.youtube.com/@founderuniversity1916

Today on This Week in Startups: Lon Harris is back, and we’re diving into all things Super Bowl—especially the tech takeover in this year’s commercials. We break down the biggest ad moments, from Squarespace to Uber Eats, Instacart, and even Harrison Ford’s Jeep spot. Plus, we dig into Google Trends after the ChatGPT ad, the unexpected appeal ofThe Banshees of Inisherin, and Matthew McConaughey’s latest move with Salesforce. That’s not all—France is making bold AI moves, OpenAI is getting into chip development, and we’ve got aFounder Fridays competition coming up!

*

Timestamps:

(0:00) Jason, Alex and Lon “kick off” the show!(5:09) Breakout Super Bowl commercials(9:23) Rocket's Super Bowl ad and its impact

(10:21)Lemon.io. Get 15% off your first 4 weeks of developer time athttps://Lemon.io/twist(13:00) High-risk hobbies of the rich and famous(15:23) We all loved the new Squarespace ad and its effectiveness(19:07) The appeal of "The Banshees of Inisherin" and ChatGPT Super Bowl ad(20:17) OpenPhone. Get 20% off your first six months athttps://www.openphone.com/twist

(21:34) Google Trends analysis of ChatGPT ad impact(22:19) A look at Kendrick Lamar’s Super Bowll half-time show and his popularity(24:15) Rating the ChatGPT Super Bowl ad(31:01) Coda. Empower your startup with Coda’s Team plan for free—get 6 months athttps://www.Coda.io/twist(32:42) Uber Eats and Instacart Super Bowl ads & Harrison Ford's Jeep commercial(39:49) Matthew McConaughey's role with Salesforce and A-list actors in 2025(44:14) France's AI investment and strategy(47:10) AI in customer service and SaaS pricing(52:34) IT unemployment and AI's impact on tech support(56:45) Upcoming earnings reports from key tech companies(1:02:12) OpenAI's custom chip development with TSMC(1:02:35) Founder Fridays: A new initiative for founders and competition format*

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Thank you to our partners:

(10:21)Lemon.io. Get 15% off your first 4 weeks of developer time athttps://Lemon.io/twist(20:17) OpenPhone. Get 20% off your first six months athttps://www.openphone.com/twist(30:31)Coda. Empower your startup with Coda’s Team plan for free—get 6 months athttps://www.Coda.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

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This Week in Startups is brought to you by…

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Today’s show: Jason and Alex discuss the carried interest tax loophole being in Trump’s crosshairs, a great interview with Orbit Fab and their plans for the industrialization of space, Deel’s $300M secondary and much more!

Timestamps:

(0:00) Episode Teaser(1:30) Introduction and welcome(2:40) AI startups reaching revenue milestones(9:00) Impact of carried interest tax changes

(10:01) Squarespace. Use offer code TWIST to save 10% off your first purchase of a website or domain athttps://www.Squarespace.com/TWIST

(11:25) Would ending the carried interest tax loophole hurt startup investing?

(19:17) Atlassian. Head tohttps://www.atlassian.com/software/startups to see if you qualify for 50 free seats for 12 months.(21:18) Introduction of OrbitFab's CEO, Daniel Faber(22:24) OrbitFab's market position, fuel standards, and customer adoption(27:14) Financial and logistical aspects of satellite refueling

(29:27) AdQuick. Visithttps://adquick.com/twist and mention TWIST to get $1000 off your first campaign.(31:03) Technical challenges in space operations and future applications(34:16) Raising capital and company growth in space startups(38:58) Community updates and secondary transactions in the market(49:32) CapBase acquisition by Deal(50:37) UAE-France data center collaboration and energy strategy(54:34) European AI and nuclear advancements(57:14) US tech employment trends and Meta's layoffs(1:00:51) Opportunities for founders and startup support resources

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Thank you to our partners:

(10:01) Squarespace. Use offer code TWIST to save 10% off your first purchase of a website or domain athttps://www.Squarespace.com/TWIST(19:17) Atlassian. Head tohttps://www.atlassian.com/software/startups to see if you qualify for 50 free seats for 12 months.(29:27) AdQuick. Visithttps://adquick.com/twist and mention TWIST to get $1000 off your first campaign.

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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Horatio. Visit https://www.hirehoratio.com/twist and get $2,000 off your initial set up.

Today’s show: Jason and Alex cover Palantir’s surge (is it all hype?), Temo and Shein and the de minimise loop hole, Uber’s earnings and the future of self-driving technology and much more!

Timestamps:

(0:00) Episode Teaser(1:38) New studio space and remote work productivity challenges(4:02) "Severance" vs. "Landman" - TV shows comparison(7:07) Palantir's valuation, financial performance, and stock analysis(9:49) Gusto. Get three months free when you run your first payroll at http://gusto.com/twist

(11:27) Alex Karp talks up Palantir to investors(14:36) Price-sales ratio: Palantir vs. Nvidia and founder advice(19:33) Oracle. TWiST listeners can try OCI and save up to 50% on your cloud bill at ⁠⁠https://w⁠⁠⁠⁠ww.oracle.com/twist⁠⁠⁠(21:46) Temu, Shein, and the de minimis loophole in trade(30:06) Horatio. Visit https://www.hirehoratio.com/twist and get $2,000 off your initial set up.(31:34) Uber's earnings, market performance, and self-driving technology future(38:33) Waymo's growth and the commodification of self-driving tech(44:11) Market dominance, platform switching, and competition mental models(47:18) Kalshi, Robinhood, prediction markets, and regulatory challenges(52:17) BYD's self-parking technology and the future of self-driving cars(56:43) Final thoughts and request for startup growth data

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Thank you to our partners:

(9:49) Gusto. Get three months free when you run your first payroll at http://gusto.com/twist

*Gusto pricing shown in ad is based on pricing prior to March 2025(19:33) Oracle. TWiST listeners can try OCI and save up to 50% on your cloud bill at ⁠⁠https://w⁠⁠⁠⁠ww.oracle.com/twist⁠⁠⁠(30:06) Horatio. Visit https://www.hirehoratio.com/twist and get $2,000 off your initial set up.

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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Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916

OpenAI dropped Deep Research—hilariously, the exact same name as Google’s existing tool. Jason and Alex dive into the AI arms race, break down Lovable.dev’s insane growth to $10M ARR in weeks, and test whether AI can really replace software engineers. Plus, they analyze Trump’s latest tariff chaos and what it means for startups, global trade, and the economy.

*

Timestamps:

(0:00) Jason and Alex kick off the show.

(1:09) Jason’s talk and case study at Stanford (2:38) Managing the chaotic news cycle (5:22) NBA trade insights: Luka Doncic and Anthony Davis (7:15) Lovable startup's rapid growth (9:44) Lemon.io. Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist (11:02) Lovable's AI demo and European startup landscape (15:20) Lovable's target market and pricing strategy (19:48) PrizePicks. Run your game. Download the app today and use code TWIST to get $50 instantly after you play your first $5 lineup! Go to: https://prizepicks.onelink.me/LME0/TWIST

(21:39) Custom software development's future with AI (23:17) Launching and designing AI-powered apps (27:07) US sovereign wealth funds and crypto regulation (28:56) LinkedIn Ads. Get a $100 LinkedIn ad credit at http://www.linkedin.com/thisweekinstartups (33:42) Creative tax and debt reduction strategies (41:34) Defense spending and OpenAI's new product (46:51) OpenAI's market impact and ethical considerations (53:02) AI's role in content creation and job market (58:13) Venture capital trends and startup ecosystem (1:01:19) DeepSeek's popularity and security concerns (1:03:28) Tariffs, economic impact, and supply chain importance *

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Check out:

Standford Case Study on Jason: https://www.gsb.stanford.edu/faculty-research/case-studies/jason-calacanis-case-study-creating-resources

OpenAI’s Deep Research: https://openai.com/index/introducing-deep-research/

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X: https://twitter.com/Jason

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Thank you to our partners:

(0:00) Lemon.io. Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist (0:00) PrizePicks. Run your game. Download the app today and use code TWIST to get $50 instantly after you play your first $5 lineup! Go to: https://prizepicks.onelink.me/LME0/TWIST (0:00) LinkedIn Ads. Get a $100 LinkedIn ad credit at http://www.linkedin.com/thisweekinstartups *

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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Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916

Today’s show: The AI revolution is about to hit your household—Jason and Alex break down how general-purpose robots, AI-powered chicken coops, and voice clones are redefining daily life and work. They dig into OpenAI’s sky-high valuation, the surprising rise of DeepSeek’s R1 model, and why the AI cost curve is dropping at an insane pace. Plus, the latest on AI hardware, antitrust battles, and why the “No Buy 2025” trend could change how we think about consumer tech.

*

Timestamps:

(0:00) Jason and Alex kick off the show. (3:10) Episode topics overview and fan participation (5:48) Meta's Ray-Ban smart glasses discussion (9:27) Paddle. Go to https://www.paddle.com/twist to get started with your exclusive listener fee-free period. (11:05) 11 Labs' Series C funding and voice cloning technology (18:09) Automation's impact on jobs and ethical considerations (20:05) Northwest Registered Agent. For just $39 plus state fees, Northwest will handle your complete business identity. Visit ⁠https://www.northwestregisteredagent.com/twist today.

(21:22) Market trends towards sustainability and AI in smart chicken coops (27:04) Y Combinator's AI startup focus and investment considerations (29:47) Scalable Path. Get 20% off your first month at https://www.scalablepath.com/twist (31:42) AI in compliance, auditing, and personal staff replacement (35:06) AI development tools, hardware investments, and data trust issues (39:29) AI company valuations, OpenAI's revenue, and AI commoditization (51:04) AI ethics, SoftBank's strategy, and audience questions on AI hardware (59:27) Government AI funding, DOJ suit, and tech industry commoditization (1:09:21) AI advancements, consumer electronics costs, and computing hardware trends (1:12:08) Closing thoughts on technology's impact on life and teaser for next week

*

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X: https://twitter.com/Jason

LinkedIn: https://www.linkedin.com/in/jasoncalacanis

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Thank you to our partners: (9:27) Paddle. Go to https://www.paddle.com/twist to get started with your exclusive listener fee-free period. (20:05) Northwest Registered Agent. For just $39 plus state fees, Northwest will handle your complete business identity. Visit https://www.northwestregisteredagent.com/twist today. (29:47) Scalable Path. Get 20% off your first month at https://www.scalablepath.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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This Week in Startups is brought to you by…

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Scalable Path. Get 20% off your first month at https://www.scalablepath.com/twist

Today’s show: Jason and Alex cover Jason’s unique sauna experience, leading them to discuss the value of niche communities and supporting small startups, spotlighting Boom Supersonic's achievements and Starlink's aviation collaborations. Financial updates include the Federal Reserve's actions and Trump's public opinion. They analyze the impact of CapEx on tech giants and Meta's AR/VR success. The DeepSeek controversy, OpenAI's intellectual property issues, and AI race risks and opportunities are explored. Jason and Alex conclude with insights on building startups and modern tools for entrepreneurs.

Timestamps:

(0:00) Episode Teaser (1:39) Introduction to the podcast; Jason's sauna experience; GoPolar app (3:41) Niche communities; encouraging small startup projects (10:11) Vanta. Get $1000 off your SOC 2 at https://www.vanta.com/twist

(13:48) Boom Supersonic's achievements and flight details (18:30) Starlink's role in aviation; Apple collaboration; Helium project

(20:47) Northwest Registered Agent. For just $39 plus state fees, Northwest will handle your complete business identity. Visit ⁠https://www.northwestregisteredagent.com/twist⁠ today. (24:11) Financial updates; Federal Reserve; Trump's public opinion

(30:14) Scalable Path. Get 20% off your first month at https://www.scalablepath.com/twist (31:57) Federal spending; debt strategies; upcoming tech earnings (37:18) Impact of CapEx on tech giants; Meta's AR/VR success (42:26) DeepSeek controversy; OpenAI's response and IP issues (50:13) AI race risks and opportunities; OpenAI's market position (57:13) Building startups; Founder University; modern tools for startups (1:02:15) Closing remarks; upcoming episodes

Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.com

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Check out:

Boom Supersonic: https://boomsupersonic.com/

GoPolar App: https://www.gopolar.app/

Follow Alex:

X: https://x.com/alex

LinkedIn: ⁠https://www.linkedin.com/in/alexwilhelm

Follow Jason:

X: https://twitter.com/Jason

LinkedIn: https://www.linkedin.com/in/jasoncalacanis

Thank you to our partners:

(10:11) Vanta. Get $1000 off your SOC 2 at https://www.vanta.com/twist (20:47) Northwest Registered Agent. For just $39 plus state fees, Northwest will handle your complete business identity. Visit ⁠https://www.northwestregisteredagent.com/twist today.

(30:14) Scalable Path. Get 20% off your first month at https://www.scalablepath.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

Today’s show: A $6M open-source AI model from China, DeepSeek, sends shockwaves through Wall Street, wiping billions off NVIDIA’s market cap and forcing a rethink on AI infrastructure spending. We explore the 25% surge in startup shutdowns, the lessons from leaner teams, and why some companies just couldn’t make the runway. Plus, SailPoint returns to the public markets saddled with $1.6B in debt—what does this say about private equity’s “buy, fix, and flip” strategy? Don’t miss this deep dive into the latest tech and startup news!

*

Timestamps:

(0:00) Jason and Alex kick off the show. (1:58) DeepSeek's market impact and Project Stargate (4:18) Innovation, H100 GPUs, and open-source AI models (8:41) Jevons paradox, Pat Gelsinger's analogy, and AI efficiency

(10:03) 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) AI's benefits for startups and privacy concerns (19:32) Squarespace. TWiST listeners: use code TWIST to save 10% off your first purchase of a website or domain: https://www.Squarespace.com/TWIST (19:51) AI optimization vs. hardware consumption

(22:20) OpenAI's revenue, valuation, and NVIDIA's market value (30:13) LinkedIn Jobs. Post your first job for free at https://www.linkedin.com/twist (33:21) Unified AI digital assistants and DeepSeq's new model (35:01) AI's role in venture capital and team size reduction (41:04) China's influence and DeepSeek's market impact (43:22) Startup shutdowns and potential for increased M&A activity (53:02) Nvidia's historical analysis, risks of leverage, and SailPoint's IPO

*

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Follow Alex:

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*

Follow Jason:

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LinkedIn: https://www.linkedin.com/in/jasoncalacanis

*

Thank you to our partners:

(10:03) Northwest Registered Agent. For just $39 plus state fees, Northwest will handle your complete business identity. Visit https://www.northwestregisteredagent.com/twist today. (19:32) Squarespace. TWiST listeners: use code TWIST to save 10% off your first purchase of a website or domain: https://www.Squarespace.com/TWIST (30:13) LinkedIn Jobs. Post your first job for free at https://www.linkedin.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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This Week in Startups is brought to you by…

Fitbod. Get 25% off your Fitbod subscription or try out the app for FREE when you sign up: fitbod.me/TWIST

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Horatio. Visit https://www.hirehoratio.com/twist and get $2,000 off your initial set up.

Today’s show: Jason and Alex cover Twilio’s team size compression, DeepSeek’s scary good AI for only $6M and the GameOn fraud saga that sounds too crazy to be true.

Timestamps:

(0:00) Alex and Jason kick off the show (6:27) Rundown of potential topics (7:10) Twilio's team size strategy and AI's impact on workforce

(9:40) Fitbod. Get 25% off your Fitbod subscription or try out the app for FREE when you sign up: fitbod.me/TWIST (14:52) Entrepreneurship in the AI era and automation concerns

(19:30) Squarespace. TWiST listeners: use code TWIST to save 10% off your first purchase of a website or domain: https://www.Squarespace.com/TWIST (22:49) Meta's investment in data centers and surplus compute power

(26:36) Technology’s potential to solve humanity’s problems (30:12) Horatio. Visit https://www.hirehoratio.com/twist and get $2,000 off your initial set up. (32:01) Empathy for workers displaced by automation (34:11) DeepSeq's role in reducing AI industry costs (37:27) Game On startup fraud case and due diligence in startups (53:13) Venture capital's role in startup oversight (55:36) OpenAI's Operator announcement and AI autonomy risks

Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.com

Check out the TWIST500: https://www.twist500.com

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Follow Alex:

X: https://x.com/alex

LinkedIn: ⁠https://www.linkedin.com/in/alexwilhelm

Follow Jason:

X: https://twitter.com/Jason

LinkedIn: https://www.linkedin.com/in/jasoncalacanis

Thank you to our partners:

(9:40) Fitbod. Get 25% off your Fitbod subscription or try out the app for FREE when you sign up: fitbod.me/TWIST (19:30) Squarespace. TWiST listeners: use code TWIST to save 10% off your first purchase of a website or domain: https://www.Squarespace.com/TWIST (30:12) Horatio. Visit https://www.hirehoratio.com/twist and get $2,000 off your initial set up.

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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Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916

This Week in Startups is brought to you by…

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*Gusto pricing shown in ad is based on pricing prior to March 2025

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Atlassian. Head to Atlassian.com/Startups/TWiST to see if you qualify for 50 free seats for 12 months.

Today’s show: Alex covers The Stargate Project, other hot news items, and two great interviews. Created By Humans’ Co-founder Trip Adler talks about the future of copyrights and AI. Gene Berdichevsky, Co-founder and CEO of Sila, discusses the future of batteries and our clean energy future.

Timestamps:

(0:00) Alex kicks off the show.(1:22) Introduction to Mistral's IPO, Anthropic's funding, and Project Stargate(6:01) Market reactions and AI funding landscape(10:19) Gusto. Get three months free when you run your first payroll at http://gusto.com/twist(11:35) Tripp Adler discusses AI in literature and Created by Humans(16:20) Authors' concerns and AI companies' reactions(19:42) Netsuite. Download the CFO's Guide to AI and Machine Learning for free at https://www.netsuite.com/twist(20:58) Tripp Adler on AI, copyright, and the future of authorship(27:47) Human-created content symbol and synthetic vs. human data

(29:52) Atlassian. Head to Atlassian.com/Startups/TWiST to see if you qualify for 50 free seats for 12 months.(34:08) Gene Berdichevsky on Sila's battery technology and Titan Silicon anodes(41:29) Battery tech's role in industry transformation and consumer devices(48:25) The impact on renewable energy and grid storage(53:02) Hard tech challenges, fundraising, and IPO considerations(56:38) Netflix's quarterly earnings and tech market forecasts

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Thank you to our partners:

(10:19) Gusto. Get three months free when you run your first payroll at http://gusto.com/twist

*Gusto pricing shown in ad is based on pricing prior to March 2025(19:42) Netsuite. Download the CFO's Guide to AI and Machine Learning for free at https://www.netsuite.com/twist(29:52) Atlassian. Head to Atlassian.com/Startups/TWiST to see if you qualify for 50 free seats for 12 months.

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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Today’s show: Jason and Alex explore America's fascination with billionaires and self-made figures, touching on recent events in Washington, DC, and the tech industry's political influence. They discuss Gen X's rising political power, tech CEOs' prominence at inaugurations, and critique Democrats' tech policies. The conversation covers economic factors in elections, like inflation and abortion rights, COVID's origins, immigration policy, and foreign policy. AI regulation under Biden and Trump's economic strategies, including crypto regulations, are debated. They also discuss Trump's impact on M&A, antitrust laws, and the startup ecosystem, with insights on tech IPOs and tax policy.

*

Timestamps:

(0:00) Jason and Alex kick off the show. (1:06) Diving into recent DC events and tech's political role (3:13) Gen X's rising political influence and tech CEOs' prominence at inauguration (7:00) Discussion on tech founders' importance and criticism of Democrats' tech stance (10:17) PrizePicks. TWiST listeners, download the app today and use code TWIST to get $50 instantly after you play your first $5 lineup! Go to: https://prizepicks.onelink.me/LME0/TWIST PrizePicks - Run your game. (11:35) Economic factors influencing elections: Inflation and abortion rights (17:15) COVID origins investigation and executive orders affecting tech (19:58) OpenPhone. TWiST listeners can get 20% off your first 6 months at https://openphone.com/twist

(21:25) Steve Bannon, JD Vance, and immigration policy discussions (23:20) US potential territory expansion and foreign policy (30:23) LinkedIn Jobs. TWiST listeners can post their first job for free at https://www.linkedin.com/twist (32:13) Trump's economic strategies, legacy, and US energy production (41:23) AI and drone technology: Regulation and countermeasures (51:05) Crypto's economic value, personal freedoms, and investment risks (1:01:27) Entrepreneur wellness, Trump's EV policies, and state vs. federal regulation (1:04:23) New admin’s influence on M&A, antitrust laws, and startup ecosystems (1:09:08) Upcoming tech IPOs, tax policy, and regulatory capture discussion

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Thank you to our partners:

(10:17) PrizePicks. TWiST listeners, download the app today and use code TWIST to get $50 instantly after you play your first $5 lineup! Go to: https://prizepicks.onelink.me/LME0/TWIST PrizePicks - Run your game. (19:58) OpenPhone. TWiST listeners can get 20% off your first 6 months at https://openphone.com/twist (30:23) LinkedIn Jobs. TWiST listeners can post their first job for free at https://www.linkedin.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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Today’s show: Alex sits down with two CEOs from companies freshly added to the TWIST500. We get a masterclass from Bob van Luijt of Weaviate, on vector databases helping AI and LLMs do what they do. An then Philip Johnston from Lumen Orbit explains his vision of building data centers in space!

*

Timestamps:

(0:00) Alex kicks off the show. (0:58) Supreme Court ruling on TikTok and key market numbers (3:49) Interview introduction with Weaviate and Lumen Orbit CEOs (4:06) Deep dive into vector databases with Weaviate's Bob van Luijt. (8:23) Lemon. TWiST listeners get 15% off your first 4 weeks of developer time at https://Lemon.io/twist (11:35) Exploring deep learning, vector indexing, and Weaviate's open-source significance (18:03) Northwest Registered Agent. For just $39 plus state fees, Northwest will handle your complete business identity. Visit https://www.northwestregisteredagent.com/twist ⁠today.

(19:32) Discussion on vector databases use cases and retrieval augmented generation (RAG) (27:17) Weaviate's business model, revenue streams, and growth (28:12) Vanta. TWiST listeners automate your SOC2 and get $1,000 off at http://www.vanta.com/twist (32:52) The future of AI, agentic architectures, and enterprise adoption (40:50) Lumen Orbit's vision for space-based data centers (42:54) Philip Johnston on the technical aspects of Lumen Orbit (49:12) Satellite demonstrators, technology challenges, and VC interest (53:26) Addressing chip obsolescence and cost advantages in space (56:21) Deployment strategies and competition in the space data center market (1:00:12) Strategies for staying ahead of competition and future plans for Lumen Orbit

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Thank you to our partners:

(8:23) Lemon. TWiST listeners get 15% off your first 4 weeks of developer time at https://Lemon.io/twist (18:03) Northwest Registered Agent. For just $39 plus state fees, Northwest will handle your complete business identity. Visit https://www.northwestregisteredagent.com/twist

(28:12) Vanta. TWiST listeners automate your SOC2 and get $1,000 off at http://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

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This Week in Startups is brought to you by…

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Today’s show: Jason and Alex interview Aarush Selvan, lead PM at Google Gemini Deep Research, and discuss their groundbreaking work. They also took a moment to cover TikTok’s dire situation and AI investment to start the year.

(0:00) Show Teaser

(1:26) Jason Calacanis shares his Japan skiing experience (6:18) Arush Selvan from Google Gemini team background discussion (9:26) PrizePicks. TWiST listeners, download the app today and use code TWIST to get $50 instantly after you play your first $5 lineup! Go to: https://prizepicks.onelink.me/LME0/TWIST PrizePicks - Run your game. (14:23) Deep research demonstration and server resource usage (19:42) Coda. TWiST listeners get 6 months at https://www.Coda.io/twist (22:11) Google's business model and AI-generated research reports (29:55) Fitbod. Get 25% off your Fitbod subscription or try out the app for FREE when you sign up: fitbod.me/TWIST (32:00) Personalized data integration and content permissions in AI tools (34:22) Differentiation and hallucinations in AI-generated content (44:11) Business models for AI search engines and OpenAI's new task feature (54:30) Synthesia's AI-generated video tool demo and privacy in biometric payments (59:36) Investments in AI companies and TikTok's potential ban (1:04:17) Chinese government influence and US rule of law in tech (1:07:29) Irony of migrating to Little Red Book and upcoming inauguration (1:08:02) Staying updated with This Week in Startups

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Check out Google Gemini Deep Research: https://blog.google/products/gemini/google-gemini-deep-research/

Check out Open AI Scheduling: https://help.openai.com/en/articles/10291617-scheduled-tasks-in-chatgpt

Check out Synthesia: https://www.synthesia.io/

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Thank you to our partners:

(9:26) PrizePicks. TWiST listeners, download the app today and use code TWIST to get $50 instantly after you play your first $5 lineup! Go to: https://prizepicks.onelink.me/LME0/TWIST PrizePicks - Run your game. (19:42) Coda. TWiST listeners get 6 months at https://www.Coda.io/twist (29:55) Fitbod. Get 25% off your Fitbod subscription or try out the app for FREE when you sign up: fitbod.me/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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Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916

Today’s show: Alex covers Mark Zuckerberg’s Joe Rogan interview, OpenAI’s economic pitch and the pending IPO of India’s Groww. Our guests include two companies freshly added to the TWIST500: James Cadwallader from Profound and Martin Rehak from Resistant AI.

*

Timestamps:

(0:00) Alex kicks off the show! (2:51) A look at key moments from this week’s Mark Zuckerberg interview on Rogan. (8:08) James Cadwallader, Co-Founder and CEO of Profound join Alex. (10:05) Northwest Registered Agent. For just $39 plus state fees, Northwest will handle your complete business identity. Visit ⁠https://www.northwestregisteredagent.com/twist⁠ today. (11:23) Comparing Profound’s approach to SEO and looking and how problemism impacts search.

(20:21) Paddle. Go to https://www.paddle.com/twist to get started with your exclusive listener fee-free period. (24:48) Building Profound in NYC, business model, and managing LLM costs (30:51) Squarespace. TWiST listeners: use code TWIST to save 10% off your first purchase of a website or domain: https://www.Squarespace.com/TWIST (32:15) Introduction to Resistant AI's mission and building an AI startup (34:18) Resistant AI's approach to fraud detection and criminal techniques evolution (41:17) Shift in the landscape of digital threats and security solutions ROI (51:39) Synthetic fraud detection demonstration and business growth (58:01) The Biden administration's AI diffusion plan and OpenAI's policy recommendations (1:04:25) Groww: India's largest retail stock broker and tech IPO landscape

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Check out Profound: https://www.tryprofound.com/

Check out Resistant AI: https://resistant.ai/

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Follow James:

X: https://x.com/thejamescad

LinkedIn: linkedin.com/in/jsca

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Follow Martin:

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Thank you to our partners:

(10:05) Northwest Registered Agent. For just $39 plus state fees, Northwest will handle your complete business identity. Visit ⁠https://www.northwestregisteredagent.com/twist⁠ today. (20:21) Paddle. Go to https://www.paddle.com/twist to get started with your exclusive listener fee-free period. (30:51) Squarespace. TWiST listeners: use code TWIST to save 10% off your first purchase of a website or domain: https://www.Squarespace.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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This Week in Startups is brought to you by…

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Today’s show: Jason and Alex cover the LA wildfires and their eventual total cost, as well as the U.S. jobs report and the rise of static team size in tech.

(0:00) Jason and Alex kick off the show. (1:45) Jason’s trip to Japan (3:09) Ski industry disputes and resolutions (9:51) Northwest Registered Agent. For just $39 plus state fees, Northwest will handle your complete business identity. Visit ⁠https://www.northwestregisteredagent.com/twist⁠ today. (11:07) Ongoing fires in LA, federal aid, and insurance challenges (18:18) Startup Stand Insurance's wildfire risk simulation

(20:18) Atlassian. Head to Atlassian.com/Startups/TWiST to see if you qualify for 50 free seats for 12 months. (24:48) Could people sue the state of California over the wildfires? (29:32) Analysis of California government competence (29:37) LinkedIn Ads. To redeem a $100 LinkedIn ad credit and launch your first campaign, go to http://www.linkedin.com/thisweekinstartups (34:56) Economic impact of job report, inflation, and Trump administration policies (42:31) Inflation's psychological effects and tech industry responses (46:03) Static team size and its effect on the labor market (50:13) Impact of automation and AI on startups and the job market (54:08) TikTok's Supreme Court case begins

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Links to topics that were discussed on the show:

Iwanai Ski Resort: https://iwanairesort.com/

Stand Insurance: https://www.inc.com/bruce-crumley/how-a-startup-plans-to-offer-coverage-to-high-risk-homeowners-dropped-by-big-insurers/91067831

U.S. Jobs Report: https://www.bls.gov/news.release/empsit.nr0.htm

Salesforce Job Freeze: https://www.businesstoday.in/technology/news/story/this-big-tech-company-has-stopped-hiring-coders-due-to-boost-provided-by-ai-460260-2025-01-10

Thank you to our partners:

(9:51) Northwest Registered Agent. For just $39 plus state fees, Northwest will handle your complete business identity. Visit ⁠https://www.northwestregisteredagent.com/twist today. (20:18) Atlassian. Head to Atlassian.com/Startups/TWiST to see if you qualify for 50 free seats for 12 months. (29:37) LinkedIn Ads. To redeem a $100 LinkedIn ad credit and launch your first campaign, go to http://www.linkedin.com/thisweekinstartups

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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This Week in Startups is brought to you by…

Gusto. Get three months free when you run your first payroll at http://gusto.com/twist

*Gusto pricing shown in ad is based on pricing prior to March 2025

Oracle. TWiST listeners can try OCI and save up to 50% on your cloud bill at https://w⁠⁠⁠⁠ww.oracle.com/twist⁠⁠⁠

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Today’s show: Jason and Alex discuss Meta’s moderation announcement, Nvidia’s seeming domination in the processor space, Anthropic’s $2B raise and some fun products coming out of CES.

(0:00) Jason and Alex kick off the show.(5:15) Fire in Pacific Palisades and Malibu: Insurance and Startup Opportunities(9:48) Gusto. Get three months free when you run your first payroll at http://gusto.com/twist(17:32) Meta's New Content Moderation Strategy and Zuckerberg's Motivations(20:09) Oracle. ⁠⁠TWiST listeners can try OCI and save up to 50% on your cloud bill at https://w⁠⁠⁠⁠ww.oracle.com/twist⁠⁠⁠

(22:35) More on Zuck’s motivations and what the new president can do(30:30) Squarespace. TWiST listeners: use code TWIST to save 10% off your first purchase of a website or domain:https://www.Squarespace.com/TWIST(40:26) NVIDIA's AI Supercomputer Chip and Tech Industry Innovations(49:15) Lenovo's Rollable Laptop and Slack's iOS Integration(56:31) BYD's Supercar and Anthropic's Valuation(1:02:45) Jason's Experience with Luxury Japanese Minivans

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Follow Alex:

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Thank you to our partners:

(9:48) Gusto. Get three months free when you run your first payroll at http://gusto.com/twist

*Gusto pricing shown in ad is based on pricing prior to March 2025(20:09) Oracle. ⁠⁠TWiST listeners can try OCI and save up to 50% on your cloud bill at ⁠⁠https://w⁠⁠⁠⁠ww.oracle.com/twist⁠⁠⁠(30:30) Squarespace. TWiST listeners: use code TWIST to save 10% off your first purchase of a website or domain:https://www.Squarespace.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

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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…

PrizePicks. TWiST listeners, download the app today and use code TWIST to get $50 instantly after you play your first $5 lineup! Go to: https://prizepicks.onelink.me/LME0/TWIST PrizePicks - Run your game.

Lemon.io. TWiST listeners get 15% off your first 4 weeks of developer time at https://Lemon.io/twist

Vanta. TWiST listeners automate your SOC2 and get $1,000 off at http://www.vanta.com/twist Today’s show: Jason and Alex cover Sam Altman’s fusion proclamation and the age of abundance we’re approaching, rural investment and subsidies with austerity on the horizon, and applied AI.

*

Timestamps:

(0:00) Jason and Alex kick off the show. (1:33) The new interactive live show docket (4:34) The Vail Resorts Epic Pass controversy

(10:16) PrizePicks. TWiST listeners, download the app today and use code TWIST to get $50 instantly after you play your first $5 lineup! Go to: https://prizepicks.onelink.me/LME0/TWIST PrizePicks - Run your game. (12:10) Critique of Vail Resorts' management and stock performance (14:39) Sam Altman's interview on fusion energy (18:03) US oil production, energy innovation, and the importance of risk-taking (20:54) Lemon.io. TWiST listeners get 15% off your first 4 weeks of developer time at https://Lemon.io/twist (23:07) Ro Khanna on rural business subsidies (29:59) Vanta. TWiST listeners automate your SOC2 and get $1,000 off at http://www.vanta.com/twist (31:29) Debating government subsidies and the impact on rural living (35:10) Government debt and austerity measures (39:47) Chinese hacking into US infrastructure and cybersecurity concerns (47:10) China's economic challenges and the importance of domestic production (55:10) SF Smashburger spot review and handling online criticism (1:02:21) Security precautions for public figures and the decline of empathy online

*

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Follow Alex:

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Follow Jason:

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LinkedIn: https://www.linkedin.com/in/jasoncalacanis

*

Check out the following articles and companies mentioned in the episode:

U.S. State-by-State AI Regulation

UPS Service Centers Close in Rural America

Salt Typhoon Hack (via Washington Post)

Density.io

Deep Sentinel

*

Thank you to our partners:

(10:16) PrizePicks. TWiST listeners, download the app today and use code TWIST to get $50 instantly after you play your first $5 lineup! Go to: https://prizepicks.onelink.me/LME0/TWIST PrizePicks - Run your game. (20:54) Lemon.io. TWiST listeners get 15% off your first 4 weeks of developer time at https://Lemon.io/twist (29:59) Vanta. TWiST listeners automate your SOC2 and get $1,000 off at http://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

*

Follow TWiST:

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Substack: https://twistartups.substack.com

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Todays show: Jason and Alex discuss the over saturation of venture capital, how to fix the high-skill immigration issue, including an interview with Lisa Wehden of Plymouth, and the pressing question of who should buy Lyft?

(0:00) Jason and Alex kick off the episode (1:56) Jason and Alex discuss their New Year holidays and resolutions (6:25) Jason shares tips for mindfulness and meditation (8:01) Reflecting on family moments and making memories (10:13) Paddle. Go to paddle.com/twist to get started with your exclusive listener fee-free period.

(11:27) Jason and Alex delve into venture capital and Instacart's funding rounds (17:41) Jason announces focus on early-stage investments and Founder University (19:12) Fitbod. Get 25% off your Fitbod subscription or try out the app for FREE when you sign up now at fitbod.me/TWIST. (21:05) Venture capital fundraising concentration and strategy (25:40) Impact of large funds on seed rounds and venture capital immigration (29:08) LinkedIn Ads. Get a $100 LinkedIn ad credit: http://www.linkedin.com/thisweekinstartups (31:05) Social media weaponization, self-censorship, and high-skilled immigration (36:45) Criticisms, reforms, and solutions to H1B visa issues (45:40) Consultancy costs and Jason's simple solutions for H1B visa reform (50:05) The rise and fall of Bench and Level; predictions for startup failures by 2025 (56:21) Potential mergers in on-demand and autonomous sectors; viability of an Amazon-Lyft merger (1:03:08) Expanding the Mag 8 to reduce tech giant dominance (1:04:33) Valuations of major tech companies (1:05:26) Overview and support offerings of Founder University and getstartupcredits.com

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(10:13) Paddle. Go to paddle.com/twist to get started with your exclusive listener fee-free period. (19:12) Fitbod. Get 25% off your Fitbod subscription or try out the app for FREE when you sign up now at fitbod.me/TWIST. 29:08) LinkedIn Ads. Get a $100 LinkedIn ad credit: http://www.linkedin.com/thisweekinstartups

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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Todays show: The 2024 TWISTY Awards are here! Jason and Alex look back at the year and dole out awards for Best CEO, Bag Securer of the Year, and more; plus a look back at the best TWIST moments.

(0:00) Jason and Alex kick off the episode (1:36) Twisty Awards 2024 Overview (2:06) Breakout Startup of the Year Nominations and Winner (5:53) Pre IPO Startup of the Year Nominations and Winner (10:03) Squarespace. TWiST listeners: use code TWIST to save 10% off your first purchase of a website or domain: https://www.Squarespace.com/TWIST (15:06) Main Character of the Year Nominations and Winner (19:10) Bag Secure of the Year Nominations and Winner

(20:07) OpenPhone. TWiST listeners can get 20% off your first 6 months at https://openphone.com/twist (22:05) CEO of the Year Discussion (not Elon Musk) (24:43) Twist Interview of the Year Highlight (29:34) Notion: TWiST listeners can try it for free at https://notion.com/twist (31:07) Best Venture Capital Guest Feature (33:32) Defunct Startup of the Year Category (35:46) News Topic of the Year Debate (43:00) Best Tech Product of the Year Nominations (45:07) Funniest Twist Moment of the Year (48:05) Episode of the Year

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Thank you to our partners:

(10:03) Squarespace. TWiST listeners: use code TWIST to save 10% off your first purchase of a website or domain: https://www.Squarespace.com/TWIST (20:07) OpenPhone. TWiST listeners can get 20% off your first 6 months at https://openphone.com/twist (29:34) Notion: TWiST listeners can try it for free 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

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Todays show: Jason & Alex discuss Palantir’s valuation, possible opt-in empire building for the United States and the incoming presidents appointments pulling from tech and VC.

(0:00) Jason and Alex kick off the show (0:22) Approaches to population growth: immigration and opt-in empire building (1:40) Live streaming and show schedule (2:09) Introduction of Alex Wilhelm and seasonal greetings (3:41) Jason's Twitter controversy regarding Palantir (7:06) Palantir's financial analysis and market comparison (10:27) Oracle.TWiST listeners can try OCI and save up to 50% on your cloud bill at ⁠⁠https://w⁠⁠⁠⁠ww.oracle.com/twist⁠⁠⁠ (13:41) Deeper dive into Palantir's valuation and growth (18:18) Memestock caution and market dynamics (19:03) DevSquad. TWIST listeners can get 10% off at http://devsquad.com/twist (20:21) Jeff Bezos' fake wedding and Michael Saylor's Bitcoin strategy (22:17) Cultural takes on weddings and Michael Saylor's media attention (22:55) Defense tech: Palantir and Anduril's consortium (27:18) The rise of entrepreneurs in defense technology (28:45) Ken Howery's ambassadorship and US geopolitical strategies (29:49) Ramp. TWiST listeners, get $250 when you join Ramp today at https://www.ramp.com/twist (31:13) Funding ambassadorships and their significance (34:10) "Opt-in" empire building for US growth (42:40) Government's recent strategic hires (43:45) Evaluating new government hires and their impact (50:30) AI policy advisory and Surem Krishnan's role (56:09) Investment accreditation and securities law evolution (1:02:15) Modernizing securities laws for new assets (1:03:59) Emil Michael appointed under secretary for research and engineering (1:06:45) Michael Kratzios and emerging technology assistance

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Thank you to our partners:

(10:27) Oracle**.** TWiST listeners can try OCI and save up to 50% on your cloud bill at ⁠⁠https://w⁠⁠⁠⁠ww.oracle.com/twist⁠⁠⁠ (19:03) DevSquad. TWIST listeners can get 10% off at http://devsquad.com/twist (29:49) Ramp. ****TWiST listeners, 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

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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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Check out: https://codeium.com

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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

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(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

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This Week in Startups is brought to you by…

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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.

*

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/twist22:07 The strategic importance of selecting the right customers26:34 Venture capital communication and the ghosting phenomenon28:43 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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(31:25) Gusto - Get three months free when you run your first payroll at http://gusto.com/twist

*Gusto pricing shown in ad is based on pricing prior to March 2025

*

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

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 *

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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/

*

Follow Sunny:

X: https://x.com/sundeep

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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

*

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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This Week in Startups is brought to you by…

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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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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)

*

Follow Nicole:

X: https://x.com/NWischoff

LinkedIn: https://www.linkedin.com/in/nicholewischoff

*

Follow Alex:

X: https://x.com/alex

LinkedIn: ⁠https://www.linkedin.com/in/alexwilhelm

Follow Jason:

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LinkedIn: https://www.linkedin.com/in/jasoncalacanis

*

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:

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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.

*

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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Mentioned on the show:

https://www.cyera.io

https://www.cakeequity.com

*

Follow Yotam:

LinkedIn: https://www.linkedin.com/in/yotam-segev

*

Follow Kim:

X: https://x.com/KimHansenYeah

LinkedIn: https://www.linkedin.com/in/kimhansencake

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Follow Alex:

X: https://x.com/alex

LinkedIn: ⁠https://www.linkedin.com/in/alexwilhelm

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Thank you to our partners:

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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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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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LinkedIn: https://www.linkedin.com/in/scottorn

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X: https://twitter.com/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

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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 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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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:

X: https://x.com/suvirwadhwa

LinkedIn: https://www.linkedin.com/in/suvirwadhwa/

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Follow Alex:

X: https://x.com/alex

LinkedIn: ⁠https://www.linkedin.com/in/alexwilhelm

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X: https://twitter.com/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

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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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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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This Week in Startups is brought to you by…

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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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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/

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Follow Lon:

X: https://x.com/Lons

LinkedIn: https://www.linkedin.com/in/lonharris

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Follow Aleks:

X: https://x.com/agampel1

LinkedIn: https://www.linkedin.com/in/iamaleksandrgampel

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Follow Jason:

X: https://twitter.com/Jason

LinkedIn: https://www.linkedin.com/in/jasoncalacanis

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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

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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

v

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

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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

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.

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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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!

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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:

X: https://x.com/APompliano

LinkedIn: https://www.linkedin.com/in/anthonypompliano

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Follow Alex:

X: https://x.com/alex

LinkedIn: ⁠https://www.linkedin.com/in/alexwilhelm

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X: https://twitter.com/Jason

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

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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

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.

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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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Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.com

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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

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Follow Coffeezilla:

X: https://x.com/coffeebreak_YT

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Follow Deedy:

X: https://x.com/deedydas

LinkedIn: https://www.linkedin.com/in/debarghyadas/

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