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This Week in Startups

This Week in Startups

Jason Calacanis covers startups, tech, markets, media, and all the hottest topics in business and technology. He also interviews the world?s greatest founders, operators, investors, and innovators.

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thisweekinstartups.com

Episodes

Codeium?s Vision for AI-Driven Development with Varun Mohan | E2064

This Week in Startups is brought to you by?

Squarespace. Turn your idea into a new website! Go to https://www.Squarespace.com/TWIST for a free trial. When you?re ready to launch, use offer code TWIST to save 10% off your first purchase of a website or domain.

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PrizePicks - Run your game. THE BEST place to get real money action while watching your favorite sports! Download the app today and use code TWIST to get $50 instantly after you play your first $5 lineup!


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


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 Varun:

X: https://x.com/_mohansolo

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

Check out: https://codeium.com


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:

(11:01) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST

(19:48) LinkedIn Ads - Get a $100 LinkedIn ad credit at http://www.linkedin.com/thisweekinstartups

(31:45) PrizePicks - Run your game. Download the app today and use code TWIST to get $50 instantly after you play your first $5 lineup!


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


Check out Jason?s suite of newsletters: https://substack.com/@calacanis


Follow TWiST:

Twitter: https://twitter.com/TWiStartups

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

2024-12-20
Link to episode

Databricks' Record Raise, TikTok goes to the Supreme Court, and all about the Grammarly-Coda Deal | E2063

This Week in Startups is brought to you by?

Coda. Coda empowers your startup by bringing words, tables, and teams together. Strategize, plan, and track goals effectively with all your valuable data in one place. Go to https://www.coda.io/twist to get started for FREE and get 6 free months of the Team plan.

Lemon.io - Hire pre-vetted remote developers, get 15% off your first 4 weeks of developer time at https://Lemon.io/twist

Gusto. Gusto is easy online payroll, benefits, and HR built for modern small businesses. Get three months free when you run your first payroll at ?https://www.gusto.com/twist

*

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/twist 22:07 The strategic importance of selecting the right customers 26:34 Venture capital communication and the ghosting phenomenon 28:43 TikTok's ongoing legal challenges

(31:25) Gusto - Get three months free when you run your first payroll at http://gusto.com/twist (32:33) Shashir Mehrotra on the Coda-Grammarly merger (37:16) Vision and applications of the Coda-Grammarly partnership (42:35) Future of AI agents and Grammarly's role (45:13) SaaS industry dynamics and AI's role in upselling (49:10) The impact of AI on job automation and workforce productivity (54:40) Team sizes and AI-driven productivity debate (57:18) The future interaction with AI agents (1:00:40) Efficiency gains from combining Grammarly and Coda (1:02:02) The role of ChatGPT and AI in social media (1:03:46) Tailoring AI tools for business needs (1:06:26) Lessons from mergers and acquisitions in the tech sector (1:08:08) Strategic acquisitions and their importance in the tech industry

*

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

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

*

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

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Follow Shishir:

X: https://x.com/shishirmehrotra

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

*

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) Coda - Empower your startup with Coda?s Team plan for free?get 6 months at https://www.Coda.io/twist

(20:48) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist

(31:25) Gusto - Get three months free when you run your first payroll at http://gusto.com/twist

*

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

*

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

2024-12-19
Link to episode

Sora Disappoints, ChatGPT Pro Tested, Inference Time Reasoning & More with Sunny Madra | E2062

Timestamps:

(0:00) Jason and Sunny kick off the show

(1:26) Discussing Groq's recent developments and Middle East tech inspiration (3:51) Global business challenges and Jason's 2025 announcements (7:53) Gemini app demo and ChatGPT 4 comparison

(9:57) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist

(11:24) Evaluating ChatGPT 4.0 Pro limitations and robo-taxi fleet costs (12:46) Differences between ChatGPT models and future improvements

(19:57) OpenPhone - Get 20% off your first six months at https://www.openphone.com/twist?

(20:58) LLM focus shift and robo taxi cost model experimentation (23:01) Importance of prompt engineering in AI tools adoption (25:31) Workplace AI adoption challenges and generational tech differences (27:22) New productivity hacks and Gemini app's growth

(30:27) Zendesk - Get six months free at https://www.zendesk.com/twist (34:06) Startup support programs and Google Gemini's research capabilities (37:08) AI model performance evaluation and simplification (45:02) Meta's Llama 3.370b launch and AI industry impact (46:37) Infrastructure costs, competitive landscape, and AI-generated content evolution (55:44) Trust and bias in language models, news analysis startup ideas *

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

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

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

*

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

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

*

Follow Jason:

X: https://twitter.com/Jason

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

*

Thank you to our partners:

(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:

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

2024-12-18
Link to episode

Silicon Valley Clones and Jersey Drones: Decoding the Signals with Nicole Wischoff | E2061

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Ramp. The corporate card and spend management software designed to help you save time and money. Get $250 when you join Ramp today at https://www.ramp.com/twist.

DevSquad. Most dev agencies only offer developers. Why? Because product management is hard. Get an entire product team for the cost of one US developer plus 10% off at http://devsquad.com/twist

Digital Ocean. Whether you?re just getting started with AI, or seeing your project take off, DigitalOcean is the cloud platform that lets you focus on what matters: building killer apps. Right now get up to $100k in free credits at https://www.do.co/twist. Terms and conditions apply.

*

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

*

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

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

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

*

Mentioned on the show: Check out 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:

X: https://twitter.com/Jason

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:

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

2024-12-17
Link to episode

Cyera's Hypergrowth, Cake's Cap Table Push, and ServiceTitan's Stellar IPO | E2060

This Week in Startups is brought to you by?

LinkedIn Jobs. A business is only as strong as its people, and every hire matters. Go to https://www.linkedin.com/twist to post your first job for free. Terms and conditions apply.

Washington Post. Stay informed with trusted journalism from The Washington Post. Right now, TWiST listeners can subscribe for just 50 cents per week for your first year at

https://www.washingtonpost.com/twist

Beehiiv. Power your newsletters with AI tools, referral programs, and ad network features?all in one platform. Get 30 days free and 20% off your first 3 months at https://www.beehiiv.com/twist

*

Todays show:

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

*

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

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

*

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

*

Mentioned on the show:

https://www.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

*

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

(28:00) Washington Post - TWiST listeners can subscribe for just 50 cents per week for your first year at https://www.washingtonpost.com/twist

(37:34) Beehiiv - Get 30 days free and 20% off your first 3 months at ?https://www.beehiiv.com/twist

*

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

*

Check out Jason?s suite of newsletters: https://substack.com/@calacanis

*

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

2024-12-14
Link to episode

The Top 6 Startup Finance FAQ?s | Startup Finance Basics w/ Kruze's Scott Orn

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.

*

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?

*

Check out Kruze: https://kruzeconsulting.com Check out more Finance Basics here: THISWEEKINSTARTUPS.COM/basics

*

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

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

*

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

*

Follow Scott:

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

X: https://twitter.com/scottorn

*

Follow Jason:

X: https://twitter.com/Jason

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

*

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

*

Check out Jason?s suite of newsletters: https://substack.com/@calacanis

*

Follow TWiST:

Twitter: https://twitter.com/TWiStartups

YouTube: https://www.youtube.com/thisweekin

Instagram: https://www.instagram.com/thisweekinstartups

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

Substack: https://twistartups.substack.com

*

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

2024-12-12
Link to episode

Negative Venture Returns, GM Kneecaps Cruise, and Finix joins the TWiST500 | E2059

This Week in Startups is brought to you by?

OpenPhone. Create business phone numbers for you and your team that work through an app on your smartphone or desktop. TWiST listeners can get an extra 20% off any plan for your first 6 months at https://www.openphone.com/twist?

Vanta. Compliance and security shouldn't be a deal-breaker for startups to win new business. Vanta makes it easy for companies to get a SOC 2 report fast. TWiST listeners can get $1,000 off for a limited time at https://www.vanta.com/twist

CLA. Innovation takes balance. CLA's CPAs, consultants, and wealth advisors can help you get from startup to where you want to end up. Get started now at https://www.CLAconnect.com/tech

*

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.

*

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

*

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

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

*

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

*

Mentioned on the show:

Check out 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

*

Follow Suvir:

X: https://x.com/suvirwadhwa

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

*

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:

(10:13) OpenPhone - Get 20% off your first six months at https://www.openphone.com/twist?

(20:05) Vanta - Get $1000 off your SOC 2 at https://www.vanta.com/twist

(29:32) CLA - Get started with CLA's CPAs, consultants, and wealth advisors now at https://claconnect.com/tech

*

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

*

Check out Jason?s suite of newsletters: https://substack.com/@calacanis

*

Follow TWiST:

Twitter: https://twitter.com/TWiStartups

YouTube: https://www.youtube.com/thisweekin

Instagram: https://www.instagram.com/thisweekinstartups

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

Substack: https://twistartups.substack.com

*

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

2024-12-12
Link to episode

Drones, Deepfakes, and Disruptors with Lon Harris, Remento and Cuby | E2058

This Week in Startups is brought to you by?

Squarespace. Turn your idea into a new website! Go to https://www.Squarespace.com/TWIST for a free trial. When you?re ready to launch, use offer code TWIST to save 10% off your first purchase of a website or domain.

Lemon.io - Hire pre-vetted remote developers, get 15% off your first 4 weeks of developer time at https://Lemon.io/twist

Oracle - Oracle Cloud Infrastructure, or OCI, is a single platform for your infrastructure, database, application development, and AI needs. Save up to 50% on your cloud bill at ?https://w????ww.oracle.com/twist

*

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://w????ww.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


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Mentioned on the show:

Check out OpenAI?s Sora: https://sora.com/

Check out Cuby: https://www.cubytechnologies.com/

Check out Remento: https://www.remento.co/

*

Follow Lon:

X: https://x.com/Lons

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Thank you to our partners:

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(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://w????ww.oracle.com/twist

*

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

v

Check out Jason?s suite of newsletters: https://substack.com/@calacanis


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2024-12-11
Link to episode

TWiST News: Bitcoin?s Future, Reddit Answers, SEC Shifts, and more! | E2057

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*

Todays show:

Anthony Pompliano joins Jason and Alex to discuss crypto markets, Bitcoin's future, and Michael Saylor's Bitcoin strategy. Then, they dive into Reddit's new Q&A feature, SEC shifts, and more!

*

Timestamps:

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

(7:36) Anthony Pompliano joins the show

(9:55) Ramp. Get $250 when you join Ramp today at https://www.ramp.com/twist

(11:48) Impact of new administration on Bitcoin and crypto markets

(19:58) Concerns from OG Bitcoiners and Bitcoin as a marketing tool

(20:38) Zendesk - Get six months free at http://www.zendesk.com/twist

(22:07) Michael Saylor's Bitcoin strategy and historical trade comparisons

(27:17) Risks of MicroStrategy's Bitcoin holdings and price volatility

(30:15) DigitalOcean. DigitalOcean is the cloud platform you need to turn your AI project into a rocket ship. Right now, approved listeners can get up to $100,000 in free credits to try us out. Visit https://www.do.co/twist - get started and view terms and conditions.

(31:47) Bitcoin yield, new metrics, and investment advice

(39:48) Rationality and risk in Bitcoin investment and audience engagement

(47:23) SEC accreditation, private investment funds, and the Brian Thompson case

(1:01:56) Reddit's new Q&A feature, ?Reddit Answers?

(1:12:05) Kids Online Safety Act and social media regulation

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*

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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2024-12-10
Link to episode

Ghost Engineers, Measuring Productivity, & Memecoin Scams | E2056

Todays show:

In this episode, we discuss Hailey Welch and the viral Hawk coin, then discuss David Sachs' new White House role and recent job data's economic impact. We address the United Healthcare CEO's murder, debate cancel culture, and a viral tweet on software engineers' habits. Deedy Das offers insights on tech inefficiencies and the shift to in-person work. Coffeezilla joins to explore crypto scams, influencer marketing ethics, and regulation. We wrap up with David Sachs' Czar role in AI and crypto for the US government, market dynamics, and a new addition to the Twist 500.

*

Timestamps:

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

(1:53) Economic outlook and recent job data (5:12) Reaction to United Healthcare CEO murder

(9:19) LinkedIn Ads - Get a $100 LinkedIn ad credit at http://www.linkedin.com/thisweekinstartups

(10:48) Cancel culture debate and public statements (16:00) Viral tweet about software engineers' work habits

(19:02) Vanta - Get $1000 off your SOC 2 at https://www.vanta.com/twist

(20:08) DeeDee Doss interview on software engineer productivity (23:17) Management incentives and tech company inefficiencies (25:16) Shift to in-person work in tech startups

(29:37) Ramp - Get $250 when you join Ramp today at https://www.ramp.com/twist (31:20) Remote work psychology and potential abuse (37:35) Strategies to prevent remote work abuse (39:24) Hayley Welch interview on viral meme coin (41:00) Coffeezilla's investigations into scams and frauds (47:42) Cryptocurrency red flags and influencer consequences (52:50) Crypto regulation and influencer marketing ethics (59:03) Influencer credibility and responsibility (1:03:21) Coffeezilla's assignment and Rabbit AI device insights (1:04:01) David Sachs announcement and AI/crypto in government (1:07:25) Regulatory capture and Silicon Valley dynamics (1:09:15) Market perspectives and government influence

*

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Mentioned on the show:

Check on Menlo Ventures: https://menlovc.com/

Check out Coffeezilla: https://www.youtube.com/channel/UCFQMnBA3CS502aghlcr0_aw

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

2024-12-07
Link to episode

Year-End Planning for Startup Success | Startup Finance Basics w/ Kruze's Scott Orn

Todays show:

In the latest edition of Startup Finance Basics, Jason sits down with Scott Orn from Kruze Consulting to tackle essential year-end planning for startups. "Year-End Planning: Setting Your Startup Up for Success," covers crucial topics like assessing next year's fundraising needs, crafting an operating plan, preparing for taxes and compliance, and more. Don't miss these practical tips to ensure your startup is ready to thrive in the new year!

*

Timestamps:

(0:00) Kruze COO, Scott Orn, joins Jason

(2:17) Evaluate Your Fundraising Needs for Next Year

(7:05) Financial Statement Review and Clean-up

(8:34) Set High-Level Goals and Strategy

(11:27) Cost Optimization Review

(13:39) Create Next Year's Operating Plan

(17:19) Tax and Compliance Planning

(19:02) Team and Equity Management

(20:22) Cash Management Strategy

*

Check out Kruze: https://kruzeconsulting.com Check out more Finance Basics here: THISWEEKINSTARTUPS.COM/basics

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

*

Check out Jason?s suite of newsletters: https://substack.com/@calacanis

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

2024-12-05
Link to episode

TWiST News: $100k Veteran Pitch Winner EMPEQ, US Unicorn Dominance, and T500 Updates | E2055

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Todays show:

Alex Wilhelm joins Jason to discuss breaking news on Paul Atkins and SEC leadership transitions into discussions on corporate security concerns. Then, Mike Sherbakov and Herbert Dwyer share insights on veteran leadership and EMPEQ's equipment management technology. The conversation highlights technology applications in military contexts and Empeq's dual-use tech. The episode also covers SaaS growth, touches on crypto's influence on elections, economic growth, and more!

*

Timestamps:

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

(1:54) Paul Atkins and SEC leadership

(6:36) Corporate security concerns

(12:18) Gusto - Get three months free when you run your first payroll at http://gusto.com/twist

(13:24) Mike Sherbakov and Herbert Dwyer join the show

(20:37) Herbert Dwyer on EMPEQ

(24:21) Fundrise - Sign up today at https://www.fundrise.com/TWIST

(25:44) Technology applications in military and equipment management

(30:15) SaaS growth, funding, and customer profiles

(34:42) EMPEQ's dual-use technology and contact information

(36:33) DevSquad - Get an entire product team for the cost of one US developer plus 10% off at http://devsquad.com/twist

(38:01) Launch CloudKitchens incubator and food delivery tech

(44:28) Twist 500 database and Hugging Face spotlight

(53:07) Live events for Twist 500 and EU startup culture

(1:02:28) Crypto's impact on elections and economic growth

(1:17:02) Safety nets and basic needs in capitalism

*

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X: https://x.com/alex

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(12:18) Gusto - Get three months free when you run your first payroll at http://gusto.com/twist

(24:31) Fundrise - Sign up today at https://www.fundrise.com/TWIST

(36:33) DevSquad - Get an entire product team for the cost of one US developer plus 10% off at http://devsquad.com/twist

*

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

*

Check out Jason?s suite of newsletters: https://substack.com/@calacanis

*

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Substack: https://twistartups.substack.com

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

2024-12-05
Link to episode

TWiST News: Bitcoin, Saylor's Microsoft Pitch, and the Delaware-Tesla Fight | E2054

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*

Todays show:

Jason and Alex discuss Michael Saylor?s pitch for Microsoft to shift shareholder returns into Bitcoin, the Delaware court's ruling on Tesla pay, and more!

*

Timestamps:

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

(7:41) OpenPhone - Get 20% off your first six months at https://www.openphone.com/twist?

(8:47) Michael Saylor's Bitcoin Pitch to Microsoft

(24:01) The Digital Transformation through Bitcoin

(29:46) NetSuite - Download the CFO's Guide to AI and Machine Learning for free at https://www.netsuite.com/twist

(30:47) Bitcoin as an investment compared to traditional assets

(38:01) Michael Saylor?s take on Bitcoin's investment potential

(39:40) Micro1 - Visit https://www.micro1.ai/twist to get 10 free AI Interviews and 2 weeks free per hire

(41:19) Asset-heavy vs. asset-light business models

(57:46) Tesla compensation package and Delaware court ruling

(1:03:56) Delaware Judicial System and Corporate Governance

(1:19:00) Corporate incorporation trends

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

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Mentioned on the show:

https://www.youtube.com/watch?v=1l45B4mYl-o

https://x.com/saylor/status/1863323760511627565

*

Follow Alex:

X: https://x.com/alex

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

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Thank you to our partners:

(7:41) OpenPhone - Get 20% off your first six months at https://www.openphone.com/twist?

(29:46) NetSuite - Download the CFO's Guide to AI and Machine Learning for free at https://www.netsuite.com/twist

(39:40) Micro1 - Visit https://www.micro1.ai/twist to get 10 free AI Interviews and 2 weeks free per hire

*

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

*

Check out Jason?s suite of newsletters: https://substack.com/@calacanis

*

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

2024-12-04
Link to episode

TWiST News: Pardons, Enron, Crypto's Moment, and the Future of Chinese Venture | E2053

This Week in Startups is brought to you by?

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Notion. Notion combines your notes, docs, and projects into one beautifully designed space with AI built right in. Try it for free today at https://notion.com/twist

*

Todays show:

In today?s episode, Jason and Alex explored the curious return of Enron, the latest developments in Bitcoin and MicroStrategy, and the evolving cryptocurrency landscape. They closed with an analysis of China's uneven investment climate and its effects on venture capital activity.

*

Timestamps:

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

(2:30) Hunter Biden's pardon and implications for presidential power

(7:51) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST

(9:31) Enron's return and potential crypto play

(14:47) Crypto regulation changes under the new administration

(24:43) Investment strategies in Bitcoin and the impact of hiring decisions

(26:51) LinkedIn Jobs - Post your first job for free at https://www.linkedin.com/twist

(28:25) Michael Saylor and MicroStrategy's strategy on Bitcoin

(37:31) Notion - Try it for free today at https://notion.com/twist

(39:22) Diversification in investments and Michael Saylor's promotional tactics

(43:28) NFTs vs. traditional investments

(46:47) Sequoia's global deals search

(55:11) Consumer confidence, US and China economies, and debt discussion

(1:02:09) Nearshoring trend, credit card delinquencies, and potential bankruptcies

(1:06:02) Bernie Sanders' stance on defense spending and populism

(1:08:02) Dogecoin leaderboard

(1:17:07) Bitcoin predictions and Bitcoin valuation

*

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Thank you to our partners:

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(37:31) Notion - Try it for free today at https://notion.com/twist

*

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

*

Check out Jason?s suite of newsletters: https://substack.com/@calacanis

*

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

2024-12-03
Link to episode

The Self-Driving Unicorn You Need to Meet & MicroStrategy's Bitcoin Bet | E2052

Todays show:

Jason and Alex welcomed Alex Kendall to the show. He's the founder and CEO of Wayve, an AI company working on self-driving. You might recall that Wayve raised $1 billion earlier this year, but TWIST wanted to know how the company intends to commercialize -- and how soon. From there, it was back to the bitcoin mines. Figuratively, as the hosts dug into MicroStrategies' bitcoin buying bet. Precisely why it is trading at such a NAV premium remains occluded to the show, but we did chase down its debt terms. Next week: More TWiST500!

*

Timestamps:

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

(2:32) Introduction of guest Alex Kendall Co-Founder & CEO of Wayve (3:00) Alex Kendall on Wayve's autonomous driving approach and AI technology (8:29) LiDAR vs. camera-first solutions debate

(10:19) Cloud Devs - Visit https://www.clouddevs.com/twist for an unbeatable offer on hiring elite Latam talent today.

(12:23) Economic viability and strategy of autonomous vehicles (17:49) Timeline for Wave's technology deployment and future market scenarios

(19:58) Vanta - Get $1000 off your SOC 2 at https://www.vanta.com/twist

(22:34) Autonomy subscription models and AI driving behavior challenges

(30:01) Kyte - Download the Kyte app today and use code JASON to save 10% on your first rental.

(33:00) AI driving culture and Twist 500 update (37:05) MicroStrategy's Bitcoin strategy and market concerns (41:33) Bitcoin convertible debt analysis (49:03) Deciphering complex business models and historical examples (51:24) Evaluating new financial terms and investor advice (52:29) Final thoughts and invitation to Michael Saylor

*

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Mentioned on the show:

Check out Wayve: https://wayve.ai/ Check out MicroStrategy: https://www.microstrategy.com/ TWiST Episode #1251 with Do Kwon: https://www.youtube.com/watch?v=PLZL8iPKsHQ

*

Follow Alex Kendall:

X: https://x.com/alexgkendall

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

*

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) Cloud Devs - Visit https://www.clouddevs.com/twist for an unbeatable offer on hiring elite Latam talent today.

(19:58) Vanta - Get $1000 off your SOC 2 at https://www.vanta.com/twist

(30:01) Kyte - Download the Kyte app today and use code JASON to save 10% on your first rental.

*

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

Check out Jason?s suite of newsletters: https://substack.com/@calacanis

*

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Substack: https://twistartups.substack.com

*

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

2024-11-27
Link to episode

TWiST News: Startups & Wealth Taxes, The Bitcoin Boom, and The OpenAI Browser | E2051

This Week in Startups is brought to you by?

Squarespace. Turn your idea into a new website! Go to https://www.Squarespace.com/TWIST for a free trial. When you?re ready to launch, use offer code TWIST to save 10% off your first purchase of a website or domain.

OpenPhone. Create business phone numbers for you and your team that work through an app on your smartphone or desktop. TWiST listeners can get an extra 20% off any plan for your first 6 months at https://www.openphone.com/twist?

DevSquad. Most dev agencies only offer developers. Why? Because product management is hard. Get an entire product team for the cost of one US developer plus 10% off at https://devsquad.com/twist

*

Todays show:

Jason and Alex are joined by Dune's CEO to discuss wealth taxes and their impact on startups, highlighting the need for nations to support digital innovation. Then, they dive into MicroStrategy's Bitcoin strategy, OpenAI's browser plans, and the 2025 IPO class, including excitement for CoreWeave's debut!

*

Timestamps:

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

(6:07) Impact of taxes on startup formation and Norway's economic background

(10:17) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST

(11:53) Norway's wealth tax implications and policy changes

(18:09) Exodus of top taxpayers and the paradox of Norway's wealth tax

(20:14) Wall of shame for tax critics

(27:41) OpenPhone - Get 20% off your first six months at https://www.openphone.com/twist?

(28:41) Dune Analytics' revenue growth and new index product launch

(36:47) DevSquad - Get an entire product team for the cost of one US developer plus 10% off at https://devsquad.com/twist

(38:15) Michael Saylor and MicroStrategy's Bitcoin investment strategy

(49:01) Market irrationality and risks associated with Bitcoin investments

(55:01) Crypto wealth diversification and new investment structures

(1:02:20) OpenAI's new browser project and its impact on search

(1:05:51) Increasing reliance on browsers and Bluesky's potential

(1:15:37) CoreWeave's IPO and the future of GPU clouds

(1:18:22) Bitcoin market dynamics and predictions

*

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Mentioned on the show:

https://www.microstrategy.com/press/microstrategy-announces-third-quarter-2024-financial-results-and-announces-42-billion-capital-plan_10-30-2024

https://x.com/ASvanevik/status/1857568015929455050/photo/1

https://bsky.jazco.dev/stats

https://news.ycombinator.com/item?id=2550877

http://launch3.squarespace.com/blog/l019-bitcoin-p2p-currency-the-most-dangerous-project-weve-ev.html;jsessionid=EE99D323A0E532A507C8E2CD1EF05BAF.v5-web008

*

Follow Fredrik:

X: https://x.com/hagaetc

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

Check out Dune: https://dune.com

*

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:

(10:17) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST

(27:41) OpenPhone - Get 20% off your first six months at https://www.openphone.com/twist?

(36:47) DevSquad - Get an entire product team for the cost of one US developer plus 10% off at https://devsquad.com/twist

*

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

*

Check out Jason?s suite of newsletters: https://substack.com/@calacanis

*

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Substack: https://twistartups.substack.com

*

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

2024-11-26
Link to episode

How Startups Can Crush Enterprise AI Sales | E2050

This Week in Startups is brought to you by?

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Todays show:

Alex is joined by Joff Redfern and Derek Xiao of Menlo Ventures to discuss the significant role AI plays in modern workflows. We look behind the numbers of their recent report: ?2024: The State of Generative AI in the Enterprise? while exploring AI spending trends in enterprises, with a focus on its impact on the healthcare and legal sectors. The conversation highlights popular AI use cases, the role of large language models in content creation, and workflow automation. We delve into advances in generative AI applications, enterprise spending, strategies for AI startups, training AI for market verticals, and the future of artificial general intelligence.

*

Timestamps:

(0:00) Joff Redfern and Derek Xiao join Alex

(4:08) Yahoo's evolution and Anthropic's recent funding (6:23) AI spending trends in enterprises

(10:14) LinkedIn Ads - Get a $100 LinkedIn ad credit at http://www.linkedin.com/thisweekinstartups

(12:20) AI's impact on healthcare and legal sectors and its rapid adoption (19:25) Popular AI use cases in enterprises

(20:56) Zendesk - Get six months free at https://www.zendesk.com/startups

(23:17) The role of LLMs in content creation and workflow automation (27:04) Advances in generative AI applications and agentic systems

(30:43) Beehiiv - Get 30 days free and 20% off your first 3 months at https://www.beehiiv.com/twist

(32:14) Enterprise generative AI spend, ROI, and budget expansion (38:45) Selecting generative AI tools and AI-first startup opportunities (47:43) Competition and strategies for AI startups (50:10) Training AI for market verticals and the future of AGI (53:03) Recap of enterprise AI spend and trends

*

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Links from the show: Check out Menlo Ventures: https://menlovc.com/ Menlo?s report ?2024: The State of Generative AI in the Enterprise?: https://menlovc.com/2024-the-state-of-generative-ai-in-the-enterprise/

*

Follow Joff:

X: https://x.com/mejoff

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X: https://x.com/derekgxiao

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*

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

*

Check out Jason?s suite of newsletters: https://substack.com/@calacanis

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Substack: https://twistartups.substack.com

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

2024-11-23
Link to episode

TWiST News: Nvidia's AI Edge, Google Might Have to Sell Chrome, and Founder Fridays Updates | E2049

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Todays show:

Jason and Alex kick off the show with a deep dive into Nvidia?s blowout earnings and the skyrocketing demand for its upcoming Blackwell chips. Meanwhile, Google?s search monopoly took center stage as proposed remedies, including a potential Chrome divestment, sparked heated debate. To unpack the implications, Brave?s Jean-Paul Schmetz joined the discussion, offering insights into the fight for search independence. The episode wrapped up with updates from three Founder Friday hosts, sharing what they?re hearing from the builders shaping the future.

*

Timestamps:

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

(3:20) Google's antitrust case and DOJ's proposed remedies

(5:22) Nvidia's market performance and AI chip competition

(7:00) Nvidia's Blackwell architecture and AI advancements

(9:45) Ramp. Get $250 when you join Ramp today at https://www.ramp.com/twist.

(11:13) Google's advertising market dominance and Chrome divestiture

(21:00) DevSquad - Get an entire product team for the cost of one US developer plus 10% off at http://devsquad.com/twist

(22:50) DOJ's negotiation strategy with Google

(25:50) Brave browser's business model, competition, and privacy focus

(31:00) DigitalOcean - DigitalOcean is the cloud platform you need to turn your AI project into a rocket ship. Right now, approved listeners can get up to $100,000 in free credits to try us out. Visit https://www.do.co/twist - get started and view terms and conditions.

(32:13) Brave's search engine development and DOJ's impact

(40:26) AI's role in search technology and the future of browsers

(44:08) DOJ's remedies and their effect on smaller search engines

(46:22) Google's growth strategies and M&A outlook

(51:03) Founder culture, motivation, and Founder Fridays initiative

(58:50) Founder Fridays host Georges Colbert joins the show

(1:06:12) Founder Fridays experiences in Longview, Texas with Kitty and Coco

(1:15:09) Endora's success and advice for Founder Fridays hosts

*

Want to host or join the next Founder Fridays? Check out https://www.founderfridays.tech

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Mentioned on the show: Check out Albetroz: https://albatroz.ai/

Check out Endora: https://www.endora.app/

Check out Brave: https://search.brave.com/

https://www.reuters.com/technology/artificial-intelligence/microsoft-backed-startup-d-matrix-launches-first-ai-chip-2024-11-19

https://x.com/Jason/status/1859630517894983977

https://blog.google/outreach-initiatives/public-policy/doj-search-remedies-nov-2024

*

Follow Jean-Paul:

X: https://x.com/jpschmetz

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

*

Follow Kitty:

X: https://x.com/endorakitty

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

*

Follow Coco:

X: https://x.com/endoracoco

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

*

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) Ramp. Get $250 when you join Ramp today at https://www.ramp.com/twist.

(21:00) DevSquad - Get an entire product team for the cost of one US developer plus 10% off at http://devsquad.com/twist

(31:00) DigitalOcean. DigitalOcean is the cloud platform you need to turn your AI project into a rocket ship. Right now, approved listeners can get up to $100,000 in free credits to try us out. Visit https://www.do.co/twist - get started and view terms and conditions.

*

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

*

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*

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Substack: https://twistartups.substack.com

*

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

2024-11-22
Link to episode

TWiST News: Venture-Backed Defense Startups, Anti-Drone Guns, and Querio's AI Data Platform | E2048

This Week in Startups is brought to you by?

Vanta. Compliance and security shouldn't be a deal-breaker for startups to win new business. Vanta makes it easy for companies to get a SOC 2 report fast. TWiST listeners can get $1,000 off for a limited time at https://www.vanta.com/twist

OpenPhone. Create business phone numbers for you and your team that work through an app on your smartphone or desktop. TWiST listeners can get an extra 20% off any plan for your first 6 months at https://www.openphone.com/twist?

Sprig. The Product Experience platform that generates AI-powered opportunities to continuously improve your product at scale. Visit https://www.sprig.com/twist to book a demo and get a $75 gift card.

*

Todays show:

Jason and Alex dig into why Nvidia's latest earnings report is such a big deal, and how the chip giant could help keep the AI hype alive. Or, how it could poke a hole in market enthusiasm. The pair also welcome the CEO of Allen Control Systems to discuss building venture-backed defense companies. Then, the CEO of Querio joins the show to show off what his company has built.

*

Timestamps:

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

(1:32) Nvidia?s expected $33B revenue and its transition from gaming GPUs to AI workloads.

(9:01) Vanta - Get $1000 off your SOC 2 at https://www.vanta.com/twist

(10:05) Nvidia?s growth over time

(15:55) When will an Nvidia lighthouse customer switch to a competitor?s product?

(22:28) OpenPhone - Get 20% off your first six months at https://www.openphone.com/twist?

(23:28) Allen Control Systems? Steven Simoni joins the show

(32:38) Sprig - Visit https://www.sprig.com/twist to book a demo and get a $75 gift card.

(33:52) The rise of venture-backed defense startups and autonomous systems for military applications

(50:20) Querio?s Rami Abi Habib joins the show

(55:38) Demo of Querio?s platform

*

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

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

*

Mentioned on the show:

Check out Allen Control Systems: https://www.allencontrolsystems.com

Check out Querio: https://querio.ai

*

Follow Steven:

X: https://x.com/stevensimoni

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

*

Follow Rami:

X: https://x.com/ramiabih

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

*

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

*

Thank you to our partners:

(9:01) Vanta - Get $1000 off your SOC 2 at https://www.vanta.com/twist

(22:28) OpenPhone - Get 20% off your first six months at https://www.openphone.com/twist?

(32:38) Sprig - Visit https://www.sprig.com/twist to book a demo and get a $75 gift card.

*

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

*

Check out Jason?s suite of newsletters: https://substack.com/@calacanis

*

Follow TWiST:

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Substack: https://twistartups.substack.com

*

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

2024-11-21
Link to episode

Anatomy of a Win-Win Acquisition: Synergy, Growth, AI, and the Future of SaaS | E2047

Todays show:

Spenser Skates and James Evans join Alex to discuss Amplitude's acquisition of Command AI, shedding light on recent startup M&A trends and the strategic vision behind this move. The conversation delves into Command AI's user assistance technology and its integration into Amplitude, which aims to enhance user surveys and feedback. Spenser outlines Amplitude's product-led growth strategy and its approach to scaling through acquisitions while managing risks and ensuring cultural alignment. The discussion also covers the acquisition deal structure, regulatory concerns, and the decision-making process between raising funds and selling. Also, we hear Spenser?s unfiltered take on private equity and regulatory oversight!

*

Timestamps:

(0:00) Spenser Skates of Amplitude & James Evans of CommandAI join Alex.

(1:40) Startup M&A trends and Amplitude's acquisition of Command AI

(4:30) Overview of Command AI's user assistance technology

(7:05) Integration and benefits of Command AI within Amplitude

(10:17) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST

(11:45) Enhancements in user surveys and feedback with Command AI

(16:58) Amplitude's strategic vision behind acquiring Command AI

(20:22) Gusto - Get three months free when you run your first payroll at http://gusto.com/twist

(21:28) Product-led growth and enhancing user experience at Amplitude

(26:08) Amplitude's approach to scaling through strategic acquisitions

(30:01) DevSquad - Get an entire product team for the cost of one US developer plus 10% off at http://devsquad.com/twist

(31:30) Managing acquisition risks, integration, and cultural alignment

(35:19) Acquisition discussions and deal negotiation

(39:48) Acquisition deal structure and stakeholder conviction

(42:08) Addressing regulatory concerns and valuation mismatches in acquisitions

(44:20) Decision-making: Raising funds vs. selling a company

(46:00) Post-acquisition: Integrating Command AI's technology

(49:37) Amplitude's future growth strategy and leadership

(54:00) Transition from founder mode to distributed leadership

(56:15) Role of AI in Amplitude's product development

(59:44) AI model considerations and financial sustainability in B2B software

(1:01:34) Market position and growth of Command AI

*

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

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

*

Mentioned on the show:

Check out Amplitude: https://amplitude.com

Check out CommandAI: https://www.command.ai

*

Follow Spenser:

X: https://x.com/spenserskates

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

*

Follow James:

X: https://x.com/dazzeloid

LinkedIn: https://www.linkedin.com/in/james-evans-7086b3126/

*

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X: https://x.com/alex

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

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Thank you to our partners:

(10:17) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST

(20:22) Gusto - Get three months free when you run your first payroll at http://gusto.com/twist

(30:01) DevSquad - Get an entire product team for the cost of one US developer plus 10% off at http://devsquad.com/twist

*

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

*

Check out Jason?s suite of newsletters: https://substack.com/@calacanis

*

Follow TWiST:

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Substack: https://twistartups.substack.com

*

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

2024-11-20
Link to episode

TWiST News: Netflix Goes Live, The FCC Revamp, Free Speech, and Regulatory Shifts | E2046

This Week in Startups is brought to you by?

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Todays show:

Alex Wilhelm joins Jason to discuss Netflix's 'fight' night, exploring content rights, media models, and the fragmentation of sports. They then covered Brendan Carr's promotion to FCC chair, a win for satellite Internet but raising concerns about business interference. The conversation shifted to global social media regulation before examining the tech community's excitement about Emil Michael potentially leading the Department of Transportation.

*

Timestamps:

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

(1:14) Netflix's live event issues and potential in sports streaming

(6:28) The growing intersection of professional wrestling, sports betting, and viewership

(10:03) Evolving business models in streaming: Advertising vs. subscription

(11:55) Coda - Get a $1,000 startup credit at https://coda.io/twist

(13:49) The future landscape of sports streaming rights and network deals

(17:17) Maintaining editorial independence in media companies

(20:24) Analyzing NFL viewership trends and their influence on television

(21:11) Netflix's content strategy and Amazon Prime's new ad policies

(23:10) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist

(24:39) AI, monetization, and the move towards ad-free experiences

(27:49) Exploring the viability of Netflix hosting pay-per-view events

(33:52) Brendan Carr's FCC chairmanship and the future of rural broadband

(38:22) The role of the free market in social media platform regulations

(32:21) Kyte - Download the Kyte app today and use code JASON to save 10% on your first rental.

(45:02) Political shifts and their impact on tech and social media

(49:50) TikTok's regulatory challenges and UK censorship laws

(1:03:11) Emil Michael's potential cabinet position and government efficiency

(1:12:26) Strategies for balancing the federal budget and reducing national debt

(1:16:19) ByteDance's valuation amidst US restrictions

*

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

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

*

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

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Mentioned on the show:

https://www.usatoday.com/story/sports/boxing/2024/11/15/mike-tyson-jake-paul-netflix-issues-buffering-reactions/76343456007

https://www.cnn.com/2024/11/18/media/brendan-carr-trump-fcc-nominee-project-2025/index.html

*

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:

(11:55) Coda - Get a $1,000 startup credit at https://coda.io/twist

(23:10) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist

(32:21) Kyte - Download the Kyte app today and use code JASON to save 10% on your first rental.

*

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

*

Check out Jason?s suite of newsletters: https://substack.com/@calacanis

*

Follow TWiST:

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Instagram: https://www.instagram.com/thisweekinstartups

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Substack: https://twistartups.substack.com

*

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

2024-11-19
Link to episode

Misaligned Incentives Between GPs and Founders with Altimeter's Jamin Ball | E2045

This Week in Startups is brought to you by?

LinkedIn Jobs. A business is only as strong as its people, and every hire matters. Go to https://www.linkedin.com/twist to post your first job for free. Terms and conditions apply.

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CLA. Innovation takes balance. CLA's CPAs, consultants, and wealth advisors can help you get from startup to where you want to end up. Get started now at https://www.CLAconnect.com/tech

*

Todays show:

Altimeter's Jamin Ball joins Alex Wilhelm to discuss VC-founder dynamics, fund returns, rapid fundraising, and its impact on M&A. They cover public vs. private valuations, startup liquidity, AI's influence, SaaS trends, and Jamin?s outlook on IPOs and exits.

*

Timestamps:

(0:00) Jamin joins Alex to kick off the show

(6:30) Alignment of incentives between VCs and founders

(10:25) LinkedIn Jobs - Post your first job for free at https://www.linkedin.com/twist

(11:54) Venture capital allocation demand and its impact

(15:55) Comparison of returns between small and large venture funds

(21:54) Beehiiv - Get 30 days free and 20% off your first 3 months at https://www.beehiiv.com/twist

(23:23) Power laws in startups and venture capital's impact

(24:19) Effects of rapid fundraising cycles on founders

(31:33) CLA - Get started with CLA's CPAs, consultants, and wealth advisors now at https://claconnect.com/tech

(32:59) Raising large rounds and long-term commitments

(35:15) Venture capital's influence on startup M&A activity

(37:38) Public vs private market valuation disparities

(39:24) Future of startup liquidity and exit scenarios

(46:06) Proposals for realigning venture capital funds and founder incentives

(47:41) Impact of AI on startup growth and venture capital

(52:20) SaaS multiples and cloud software market analysis

(57:43) Software spending trends and startup optimism for 2024

(1:00:15) Procurement scrutiny in startup budgets and market differentiation

(1:01:17) Promising companies and Jamin Ball's investment outlook

(1:01:28) Expectations for IPOs and startup exits in the coming year

*

Mentioned on the show:

Join Jamin?s substack here: https://cloudedjudgement.substack.com/

Jamin?s article: https://cloudedjudgement.substack.com/p/clouded-judgement-102524-misaligned

Check out Altimeter: https://www.altimeter.com/home

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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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2024-11-15
Link to episode

TWiST News: Face Robots, Solar's Growth, The Polymarket Mess, and YC's Latest Call for Startups | E2044

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Todays show:

Jason and Alex host Phil Deutch, CEO of NGP Energy Tech Partners, to discuss solar power?s potential in the energy crunch fueled by data center growth. They then explored the FBI's raid on Polymarket?s CEO, and wrapped up with Y Combinator?s latest startup requests, including Alex?s space venture dreams and Jason?s interest in AI-proof jobs.

*

Timestamps:

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

(1:09) Robotic demo from Columbia University and the future of human interaction

(3:09) Population declines and changing societal norms

(5:38) NGP Energy Technology Partners? Phil Deutch joins the show

(6:28) Fundrise - Sign up today at https://www.fundrise.com/TWIST

(8:02) Global Solar Energy Trends and Impact of Regulations

(17:27) Historical Energy Fears and Future Energy Predictions

(21:39) OpenPhone - Get 20% off your first six months at https://www.openphone.com/twist?

(22:40) Nuclear energy in the United States and data center demand

(30:07) The impact of energy on geopolitics

(34:48) Historical energy crises and solutions

(37:38) Linear - Streamline issues, projects, and product roadmaps in a tool your team will actually enjoy using. Get 25% off at https://www.linear.app/twist

(38:35) EV tax credits, political implications, and air pollution statistics

(50:14) The Polymarket mess and prediction market regulation

(1:09:55) Y Combinator's latest startup requests

(1:13:05) Stablecoins, government software, and public safety technology

(1:22:26) Gig economy and AI's impact on platforms like Fiverr and Uber

*

Mentioned on the show:

https://www.theguardian.com/environment/commentisfree/2024/oct/01/amid-australias-chaotic-climate-politics-the-rooftop-solar-boom-is-an-unlikely-triumph

https://www.nytimes.com/2024/11/13/technology/polymarket-shayne-coplan-fbi-search.html

https://berkeleyearth.org/air-pollution-and-cigarette-equivalence

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(37:38) Linear - Streamline issues, projects, and product roadmaps in a tool your team will actually enjoy using. Get 25% off at https://www.linear.app/twist

*

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

*

Check out Jason?s suite of newsletters: https://substack.com/@calacanis

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2024-11-15
Link to episode

TWiST News: Underwater Drones, Robot Swarms, and Klarna's Going Public | E2043

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Timestamps:

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

(2:40) VATN Systems? Nelson Mills joins the show

(4:01) The Torsk and its applications, focusing on defense and cost efficiency

(7:23) Product velocity, military drone usage, and vehicle speed and depth capabilities

(10:48) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST

(12:01) Discussion on Chinese navy, US shipbuilding, and Rhode Island's manufacturing capabilities

(15:45) Climate for raising money in defense tech and competition in global politics

(21:04) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist

(22:33) Underwater drone technologies: Autonomy, swarming, communication challenges, and battery life

(28:32) Defense technology importance and peace through strength

(29:17) Sprig - Visit https://www.sprig.com/twist to book a demo and get a $75 gift card.

(35:00) LG's new stretchable screen technology and Deep Robotics' quadruped robot

(45:19) Robotics in warfare, cybersecurity, and civilian impact

(48:50) Autonomous surgical robots and science fiction predictions in AI

(54:14) Fintech market insights: Klarna's IPO and political climate effects on valuations

(1:00:18) Unicorn IPO challenges and influencing in the crypto market

(1:03:08) Comparison of the current market to previous manias and government efficiency

(1:08:42) Impact of AI on job market, economy, and autonomous trucking

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Mentioned on the show:

https://x.com/DeepRobotics_CN/status/1856601226357387396

https://hub.jhu.edu/2024/11/11/surgery-robots-trained-with-videos

https://www.klarna.com/international/press/klarna-announces-confidential-submission-of-draft-registration-statement-to-sec-for-proposed-initial-public-offering

https://www.paymentsdive.com/news/klarna-adds-savings-accounts-competing-banking-business/724369

*

Follow Nelson:

X: https://x.com/nelson_mills_

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

Website: https://www.vatnsystems.com

*

Follow Alex:

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:

(10:48) 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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(29:17) Sprig - Visit ?https://www.sprig.com/twist? to book a demo and get a $75 gift card.

*

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

*

Check out Jason?s suite of newsletters: https://substack.com/@calacanis

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2024-11-14
Link to episode

TWiST News: Serve Robotics, High Skill Immigration, and the Trump Trade | E2042

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Todays show:

Alex Wilhelm joins Jason to discuss Serve Robotics? self-driving robots, delivery economics, and building while public with CEO Ali Kashani. Then, the pair dug into high-skill immigration under the upcoming administration and massive price gains in stocks and crypto assets. Alex wondered if the stock market isn't overvalued, full-stop, but both hosts agreed that enthusiasm is hot heading into the new year.

*

Timestamps:

(0:00) Jason and Alex kick off the show (7:27) Serve Robotics' Ali Kashani joins to discuss Serve's latest developments (10:38) Beehiiv - Get 30 days free and 20% off your first 3 months at https://www.beehiiv.com/twist (12:37) Expansion challenges and navigating regulations (20:42) Vanta - Get $1000 off your SOC 2 at https://www.vanta.com/twist (22:19) Business model, future plans, and partnerships (29:14) Cloud Devs - Visit https://www.clouddevs.com/twist for an unbeatable offer on hiring elite Latam talent today. (30:41) Coopetition in the robotics and delivery space (35:16) Autonomous deliveries forecast for 2030 (49:17) High skill immigration and global talent competition (54:19) Leadership styles and labor market shifts (1:07:16) Government's stance on cryptocurrency (1:13:25) Blockchain innovation and tokenizing venture capital

*

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Mentioned on the show:

https://investors.serverobotics.com/static-files/96eeebc1-712f-46fe-9aee-c1242bddea38

https://www.vebulabs.com/autocado

https://a16zcrypto.com/posts/article/a-positive-path-forward

https://www.longtermtrends.net/market-cap-to-gdp-the-buffett-indicator

https://www.npr.org/2024/11/11/nx-s1-5186522/tom-homan-border-czar-trump

*

Follow Ali:

X: https://x.com/ahkashani

Linkedin: https://www.linkedin.com/in/alikashani

Website: https://www.serverobotics.com

*

Follow Jason:

X: https://twitter.com/Jason

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

*

Follow Alex:

X: https://x.com/alex

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

*

Thank you to our partners:

(10:38) Beehiiv - Get 30 days free and 20% off your first 3 months at https://www.beehiiv.com/twist

(20:42) Vanta - Get $1000 off your SOC 2 at https://www.vanta.com/twist

(29:14) Cloud Devs - Visit https://www.clouddevs.com/twist for an unbeatable offer on hiring elite Latam talent today.

*

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

*

Check out Jason?s suite of newsletters: https://substack.com/@calacanis

*

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2024-11-12
Link to episode

TWiST News: Reddit Earnings, Apple Intelligence, and more AI money | E2041

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Todays show:

Alex Wilhelm joins Jason to discuss Apple?s on-device AI and its privacy implications, Reddit?s earnings, and Amazon?s multi-billion dollar investment interest in Anthropic with strategic chip conditions. They also discuss economic indicators like inflation?s impact on voter sentiment and what metrics will define success for the next administration. Finally, they explore how product velocity has been key to Toast?s SaaS success and share valuable lessons for startup growth.

*

Timestamps:

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

(3:29) Discussion Apple Intelligence and privacy concerns

(10:32) Runway - Sign up at https://www.runway.com/twist to get your first 3 months free.

(12:12) Trust in tech companies and privacy

(17:20) Trends on AI topics and ChatGPT

(17:20) Trends and tech product comparisons

(20:59) OpenAI's Chat.com acquisition

(22:45) Mac mini unboxing experience wrap-up

(24:40) LinkedIn Ads - Get a $100 LinkedIn ad credit at https://www.linkedin.com/thisweekinstartups??

(26:12) Analysis of Toast's business and growth

(36:25) Vanta - Get $1000 off your SOC 2 at https://www.vanta.com/twist

(37:30) Reddit's growth, user engagement, and moderation challenges

(47:36) Social media incentives and reputation systems

(52:07) Reddit's AI translations and community management strategies

(57:25) Reddit's potential for creating a search engine

(1:00:38) OpenAI's citation challenges

(1:05:30) Amazon's interest in Anthropic and AI regulation

(1:07:37) US immigration and AI regulation under Trump administration

(1:11:43) TikTok's role in US-China relations

(1:15:42) Major IPOs and market potential

(1:17:19) Economic topics and inflation's impact on consumer spending

*

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Mentioned on the show:

https://security.apple.com/blog/private-cloud-compute/

*

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

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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

*

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

2024-11-09
Link to episode

TWiST News: Skydio's Drones, High-Skill immigration, and M&A Unleashed | E2040

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*

Timestamps:

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

(3:55) Skydio?s Adam Bry joins the show

(4:22) Overview of Skydio's autonomous drones and public safety applications

(9:31) Oracle - Try OCI and save up to 50% on your cloud bill at https://w????ww.oracle.com/twist

(11:07) Skydio as the largest US drone producer and Chinese sanctions impact

(17:36) Risks of Chinese-made drones and Skydio's cybersecurity measures

(21:28) Drones in defense and combat applications

(25:15) Notion - Try it for free today at https://notion.com/twist

(27:24) Drone light shows and military implications, Skydio's mission and hiring

(31:44) Future applications of drone technology and hardware startup challenges

(39:31) Geopolitical tensions and impact on American companies

(39:43) AssemblyAI - Get 100 free hours to start building at https://www.assemblyai.com/twist

(41:36) Presidential election results and implications for entrepreneurship

(48:49) Tariffs, immigration policies, and economic impact

(57:41) Prediction markets

(1:00:07) High-skilled immigration and antitrust policies

(1:04:35) Political influence on business dynamics and media

(1:07:02) Mergers, acquisitions, and startup liquidity post-Lena Khan

(1:11:26) Secondary markets, Lyft and DoorDash valuation trends

(1:15:15) The future of search engines

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Mentioned on the show:

Check out Skydio: https://www.skydio.com/

Check out Perplexity: https://www.perplexity.ai/

Article on Amazon?s purchase of MGM: https://www.esquire.com/entertainment/movies/a36543339/james-bond-amazon-mgm-deal-explained/

Article on election ad spending in 2024: https://www.afaqs.com/news/advertising/harris-and-trump-spent-nearly-10-billion-on-ads-in-2024-us-elections-7452195

Trailer for 1982 Doc ?Buried?: https://www.youtube.com/watch?v=G4NpOlJ_O-I

*

Follow Adam:

X: https://x.com/adampbry

Linkedin: https://www.linkedin.com/in/adambry/

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

*

Thank you to our partners:

(9:31) Oracle - Try OCI and save up to 50% on your cloud bill at at https://w????ww.oracle.com/twist

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(39:43) AssemblyAI - Get 100 free hours to start building at https://www.assemblyai.com/twist

*

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

*

Check out Jason?s suite of newsletters: https://substack.com/@calacanis

*

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Substack: https://twistartups.substack.com

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


2024-11-07
Link to episode

Insane Demands of AI & Datacenters: Exowatt?s Mission for Affordable, Sustainable Power| E2039

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Todays show:

In this episode, host Alex sits down with Exowatt?s Hannan Parvizian to explore how the company is addressing the massive energy demands of AI and datacenters. They discuss Exowatt's mission to deliver affordable, sustainable power solutions that meet the needs of a rapidly expanding tech landscape. Together, they dive into the challenges and innovations shaping the future of clean energy for data-heavy applications.

*

Timestamps: (0:00) AI search energy consumption and corporate willingness to pay for AI (1:30) Introduction to power, electricity, and Hannan Parvizian of ExoWatt (4:21) Renewable energy, fossil fuels, and data center energy consumption (7:15) AI race, energy demands, and founding of ExoWatt

(8:25) Key challenges in the renewable energy sector

(9:24) NetSuite - Download the CFO's Guide to AI and Machine Learning for free at https://www.netsuite.com/twist (12:23) Cost of electricity, energy bills, and Texas energy market

(13:40) Exowatt?s unique technology and competitive edge (17:46) Introduction to ExoWatt's P3 product

(21:34) Gusto - Get three months free when you run your first payroll at https://gusto.com/twist (22:39) Energy storage technologies and comparison

(30:47) Washington Post - TWiST listeners can subscribe for just 50 cents per week for your first year at https://www.washingtonpost.com/twist (31:58) P3 modules' energy capacity and storage (34:55) Heat-to-electricity conversion mechanism (37:56) ExoWatt's company background, funding, and scaling challenges (43:14) Variable pricing, customer demand, and AI's energy consumption outlook (50:10) American manufacturing dynamism and AI's impact on the job market *

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Check out Exowatt: https://www.exowatt.com/ *

Follow Hannan:

X: https://x.com/hapi31415

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

*

Follow Alex:

X: https://x.com/alex

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

*

Thank you to our partners:

(9:24) NetSuite - Download the CFO's Guide to AI and Machine Learning for free at https://www.netsuite.com/twist

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(30:47) Washington Post - TWiST listeners can subscribe for just 50 cents per week for your first year at https://www.washingtonpost.com/twist

*

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

*

Check out Jason?s suite of newsletters: https://substack.com/@calacanis

*

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2024-11-05
Link to episode

TWiST News: AI in Gaming, Nvidia and GPU Clouds, Nuclear Energy Challenges, and Waymo Updates | E2038

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Todays show:

Alex Wilhelm joins Jason to discuss AI's role in gaming with Decart?s AI-generated video game and its potential impact.(10:31) Viral growth strategies for startups and Runway AI's video creation innovations. Financial topics include NVIDIA's market value and Amazon's nuclear power ambitions.(21:39).

*

Timestamps:

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

(3:34) Election security in America and challenges of swinging state votes

(8:41) AI-generated video game by Decart and its potential in gaming and entertainment

(9:03) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST

(17:07) Viral growth strategy for startups and collaboration between Decart and Etched

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(21:37) NVIDIA's value, financial speculation, and customer concentration

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(44:16) Amazon's nuclear power deal and regulatory challenges

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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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2024-11-05
Link to episode

TWiST News: Grape-picking robots, startup investing for all, and the earnings numbers you need to know | E2037

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Timestamps:

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

(4:49) Extend Robotics? Dr. Chang Liu joins the show

(6:23) The challenges of real-world automation, robotic grape picking, and human in the loop AI

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(12:14) Teleoperation, network latency, and future of robotic harvesting

(21:05) Building a tech company in the UK and second-order effects of AI

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(24:35) AI models learning from best human practitioners

(26:56) Global remote work impact and virtual assistants

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(34:28) Accredited investor rules and potential changes

(42:26) Sophisticated investor tests and angel investing

(47:32) Investing in local businesses and AI news

(48:36) OpenAI announcements and Google?s blowout quarter

(52:22) Democratizing education with AI tutors and OpenAI's new search product

(1:03:39) OpenAI?s advanced voice feature and earnings highlights

(1:06:26) Tech giants' AI initiatives and implications

(1:08:03) Amazon?s AWS growth and AI business expansion

(1:14:39) Audience question: Interesting AI sectors for startups

(1:21:05) The Chinese EV market

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Check out Extend Robotics: https://www.extendrobotics.com/ Here is the ?Empowering Main Street in America Act?: https://www.banking.senate.gov/imo/media/doc/emsaa_section-by-section.pdf Check out SearchGPT: https://openai.com/index/searchgpt-prototype/ Check out the Xiaomi SU7 Ultra: https://www.mi.com/global/discover/article?id=3768 Check out Nio: https://www.nio.com

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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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2024-11-02
Link to episode

Fast growth, big capital, and how Moniepoint is building a fintech unicorn in Africa | E2036

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Todays show:

Moniepoint made waves this week by raising a massive $110 million Series C. For a startup in a category (fintech) that has seen its venture fortunes falter and a company building for the African market (which has seen its venture inflows slow), Moniepoint is an outlier ? twice. Three times if you consider how quickly the company has grown in recent years. How did its round come together? How was it priced? And why aren?t more investors putting capital to work in Africa? Tune in, we have answers.

*

Timestamps: (0:00) Alex Wilhelm kicks off the show

(1:21) Moniepoint's origin story and pivot to the current model

(10:30) OpenPhone - Get 20% off your first six months at https://www.openphone.com/twist?

(10:13) Balancing profitability and venture capital

(16:48) Digitalization's impact on Moniepoint's growth

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(26:43) Moniepoint's office and IPO strategies

(28:18) Launch of consumer banking services

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(32:07) The recent fundraising round and valuation insights

(38:32) Moniepoint's expansion plans in Africa

(42:17) Fostering the early-stage startup ecosystem

(44:18) Tosin's journey in angel investing

(46:38) Spotlight on African startups in the global market

(49:37) Angel University - Apply now at https://www.angel.univeristy

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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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2024-11-01
Link to episode

AI-Driven Auto Shops with Mastertech.ai and Data Observability with Monte Carlo | E2035

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Todays show:

Alex Wilhelm interviews leaders from Monte Carlo and Mastertech.ai, exploring their roles in data observability and AI applications. Linda Gray shares her journey founding Mastertech.ai and highlighting AI's transformative role in auto shops.(2:05) Monte Carlo's Lior Gavish discusses the importance of data downtime and AI's influence on data monitoring. (35:51)

*

Timestamps: (0:00) Alex Wilhelm kicks off the show

(2:05) Linda Gray's career and Mastertech.ai origin

(5:17) Mastertech.ai and the auto repair industry

(8:06) Vanta - Get $1000 off your SOC 2 at https://www.vanta.com/twist

(9:11) Technological adoption and Mastertech.ai's benefits

(16:18) Mastertech.ai's OEM approval process and community data

(20:50) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST

(22:20) Mastertech.ai's AI-driven diagnostics demo

(34:34) Kalshi?the largest regulated predictions market?now lets you trade on US elections. Visit https://www.kalshi.com/twist to see live odds, trade, and get $20 when you deposit $100.

(35:51) Lior Gavish from Monte Carlo joins Alex

(45:15) AI's accelerant effect on Monte Carlo's growth and strategy *

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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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2024-10-29
Link to episode

TWiST News: The Startup Redefining Sonos, Influencers, Elections and Google's next AI push | E2034

This Week in Startups is brought to you by?

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*

Todays show:

Sonos director Mattias Scheek joins Jason & Alex to discuss his journey in audio technology and Sonos acquisition. Then, Jason and Alex dive into election security (34:57), influencer marketing, Google?s upcoming AI release (1:10:42), and more!

*

Timestamps:

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

(3:18) Earnings week predictions & discussion on national debt

(9:17) DigitalOcean. DigitalOcean is the cloud platform you need to turn your AI project into a rocket ship. Right now, approved listeners can get up to $100,000 in free credits to try us out. Visit https://do.co/twist - get started and view terms and conditions.

(10:24) Mattias Scheek from Sonos joins the show

(11:23) Mattias Scheek's journey in audio technology and Sonos acquisition

(17:49) Challenges for hardware startups in venture capital

(20:25) Getting acquired: The process, strategy, and life after

(22:04) Cloud Devs - Visit https://www.clouddevs.com/twist for an unbeatable offer on hiring elite Latam talent today.

(23:11) Sonos' hi-fi strategy and industry issues in audio clarity

(33:08) Kalshi - Visit https://www.kalshi.com/twist today to see live election odds, place a trade, and get $20 dollars when you deposit $100. (34:57) Voting irregularities, election security, and influencer marketing

(45:14) Trump Rogan YouTube search issues and search engine comparison

(53:06) Monetization experiments on YouTube and Launch Cloud Kitchens Incubator

(1:10:42) Google's upcoming AI model for PC browsers and cybersecurity risks

(1:15:52) Apple's app permissions approach and AI

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Mentioned on the show: https://www.youtube.com/watch?v=JWnUry6mCxs

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Thank you to our partners:

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(22:04) Cloud Devs - Visit https://www.clouddevs.com/twist for an unbeatable offer on hiring elite Latam talent today.

(33:08) Kalshi - Visit https://www.kalshi.com/twist today to see live election odds, place a trade, and get $20 dollars when you deposit $100.

*

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

*

Check out Jason?s suite of newsletters: https://substack.com/@calacanis

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2024-10-29
Link to episode

Merge's Unified API Bet in the AI Era | E2033

In this episode: Alex talks with Shensi Ding from Merge, who shares her transition from finance to tech and highlights the critical role of integrations in modern businesses. They explore the challenges of building and maintaining these integrations, emphasizing the importance of standardized data models. Shensi discusses partnerships and the strategies to overcome resistance. The conversation delves into trust-building, enhancing integration observability, and expanding Merge's offerings to include AI applications. They also touch on financial efficiency, growth strategies, and Merge's evolution beyond APIs, concluding with insights into future plans and potential acquisition interest. * Timestamps: (0:00) Alex kicks off the show with guest Shensi Ding of Merge.

(5:18) Shensi's journey from finance to tech and the importance of integrations (10:20) The challenges of building and maintaining integrations

(11:19) Coda. Empower your startup with Coda?s Team plan for free?get 6 months at https://www.Coda.io/twist

(13:17) Identifying the market gap for Merge and the benefits of standardized data models (17:39) Partnership building, Salesforce integration, and overcoming resistance

(20:07) OpenPhone - Get 20% off your first six months at https://www.openphone.com/twist?

(21:16) Further discussion on trust-building and integration challenges (26:04) Enhancing integration observability and customer support

(30:01) Micro1 - Visit https://www.micro1.ai/twist to get 10 free AI Interviews and 2 weeks free per hire

(31:21) Expanding Merge's integration list and its AI applications (35:27) Discussing financial efficiency, runway management, and team dynamics (43:16) Growth strategies, customer base expansion, and go-to-market experiments (47:10) Pricing strategies, customer value, and market trends (50:05) Future plans for Merge, acquisition interest, and long-term vision (52:26) Evolution of Merge beyond API focus.

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(30:01) Micro1 - Visit https://www.micro1.ai/twist to get 10 free AI Interviews and 2 weeks free per hire

*

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

*

Check out Jason?s suite of newsletters: https://substack.com/@calacanis

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

2024-10-25
Link to episode

AI for Investors, Publisher Rewards, Sleep Tech & More ? 2024 Jam with JCal Recap | E2032

In this episode we look back at all the Jam with JCal sessions from 2024. This is where startups pitch their groundbreaking ideas to Jason, covering everything from AI-driven investor tools and gamified publisher rewards to sleep tech and architecture compliance software. Watch as these innovative founders get unfiltered feedback and game-changing advice! Don?t miss these exciting pitches that could be the next big thing.

*

Timestamps: (0:00) Alex kicks off the show, setting the stage for our "Jam with JCal" season recap, focusing on startups using .TECH domains.

(0:53) Jason discusses the origins of the Jam with JCal sessions and how Travis from Uber inspired the format.

(1:39) Ramsey Shaffer presents Uptrends AI, explaining how it helps financial advisors manage and stay ahead of market news.

(17:24) Ana Malhotra introduces Rome, a yard-sharing service for dogs.

(32:24) Tyce Herrman talks about Ullama, software for architects that analyzes 3D building models for code compliance, highlighting their journey and challenges.

(44:56) Ulan Abdurazakov presents CorePod, an AI-powered device designed to help users get better sleep with personalized voice interaction

(57:25) Elliot Easterling presents Bonbon, a rewards platform for publishers to boost engagement through gamification, and discusses their go-to-market strategy.

*

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Get your .TECH domain here: https://get.tech/

Check out Uptrends AI:https://www.uptrends-ai.tech/

Check out the Rome app: https://theromeapp.tech/

Check out Ulama: https://www.ulama.tech/

Check out CorePod: https://www.corepod.tech/

Check out Bonbon: https://bonbon.tech

*

Follow Ramsey:

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*

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

*

Check out Jason?s suite of newsletters: https://substack.com/@calacanis

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2024-10-24
Link to episode

TWiST News: Headphones.com, How Sound Takes Down Drones, TollBit Secures Series A | E2031

This Week in Startups is brought to you by?

LinkedIn Ads. To redeem a $100 LinkedIn ad credit and launch your first campaign, go to https://www.linkedin.com/thisweekinstartups

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*

Todays show:

Jason and Alex dive into the latest updates from Claude AI, exploring the new ?Use Computer? feature and its implications. Next, Andrew Lissimore of headphones.com shares the journey of turning a side hustle into a thriving business, highlighting the advantages of owning a premium domain and leveraging YouTube for customer acquisition. The team from Prandtl Dynamics then joins to showcase their handcrafted, anti-drone technology. Finally, the episode concludes with an in-depth discussion on TollBit?s Series A funding and their strategies for scaling in the competitive marketplace space.

*

Timestamps:

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

(2:52) Anthropic's latest launch, Claude 3.5 Sonnet capable of "Computer use".

(8:33) Future of AI assistants and employment effects

(10:11) LinkedIn Ads - Get a $100 LinkedIn ad credit at https://www.linkedin.com/thisweekinstartups

(11:36) AI's impact on white-collar jobs and economic implications

(21:12) Vanta - Get $1000 off your SOC 2 at https://www.vanta.com/twist

(22:13) Andrew Lissimore from headphones.com joins the show

(30:38) Beehiiv - Get 30 days free and 20% off your first 3 months at https://www.beehiiv.com/twist

(32:06) Deep dive into high-end audio and audiophile community

(38:03) The role of reviews and content at headphones.com

(47:00) Leveraging Organic search and YouTube for brand growth

(50:11) Prandtl Dynamics team on anti-drone technology

(55:21) Building cost-effective anti-drone solutions

(1:03:42) Prandtl Dynamics business potential and funding

(1:09:04) TollBit's Series A funding news and AI data marketplace

*

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Check out Prandtl Dynamics: https://prandtl.ca

*

Follow Andrew:

X: https://x.com/andrewlissimore

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

Website: https://www.headphones.com

*

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:

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

2024-10-23
Link to episode

Election Security, Skift's Rafat Ali, and Anthropic Unleashes PC AI | E2030

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*

Timestamps:

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

(4:10) Heritage Foundation's stance on election integrity and fraud

(11:18) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST

(12:48) Technological improvements for secure elections

(21:07) Hans von Spakovsky's perspective on the 2020 election

(22:29) LinkedIn Ads -  Get a $100 LinkedIn ad credit at http://www.linkedin.com/thisweekinstartups

(24:01) Election security and legal consequences of fraud

(30:06) Closing remarks on election security

(32:11) Reflecting on the election fraud discussion and transfer of power

(31:00) (28:22) Kalshi - Visit https://www.kalshi.com/twist today to see live election odds, place a trade, and get $20 dollars when you deposit $100.

(36:06) Introduction of Rafat Ali and discussion on Uber-Expedia rumors

(42:16) Evaluating the potential Uber-Expedia acquisition

(45:04) Challenges and consumer behavior in online travel industry

(48:33) Future of loyalty programs and travel industry partnerships

(52:17) Uber's strategic moves in the travel sector

(57:00) AI advancements in travel and media

(1:00:19) Media strategies and data monetization

(1:05:21) Skift's business model, LinkedIn's role, and remote work strategies

(1:11:24) Skift's growth and potential IPO discussion

(1:13:18) Uber's expansion into the airline industry

(1:15:41) Latest developments in AI with Anthropic's Claude 3.5 model

(1:20:07) Announcement of Angel University workshop

*

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Mentioned on the show:

Check out The Heritage Foundation: https://www.heritage.org/

Check out The Heritage Foundation?s database: https://www.heritage.org/voterfraud

Check out Skift: https://skift.com/

*

Follow Hans:

X: https://x.com/HvonSpakovsky

LinkedIn: https://www.linkedin.com/in/hans-von-spakovsky-0a544913/


Follow Rafat:

X: https://x.com/rafat

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

*

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:

(11:18) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST

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(31:00) (28:22) Kalshi - Visit https://www.kalshi.com/twist today to see live election odds, place a trade, and get $20 dollars when you deposit $100.

*

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

*

Check out Jason?s suite of newsletters: https://substack.com/@calacanis

*

Follow TWiST:

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Substack: https://twistartups.substack.com

*

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

2024-10-23
Link to episode

TWiST News: F1 on Apple Vision Pro, Self-Driving, and Stablecoins | E2029

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Kalshi?the largest regulated predictions market?now lets you trade on US elections. Visit https://www.kalshi.com/twist to see live odds, trade, and get $20 when you deposit $100.

*

Todays show:

Alex Wilhelm joins Jason to discuss the GPU market insights and the discovery of a new prime number. John LePore from BlackBox Infinite joins to discuss bridging science fiction with real-world tech, focusing on VisionPRO and Hollywood VFX. The discussion shifts to autonomous driving, Tesla's safety improvements, and Stripe's acquisition of Bridge.

*

Timestamps:

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

(5:15) Discovery of a new prime number and GPU market insights

(7:15) BlackBox Infinite's John LePore joins the show

(10:06) DigitalOcean - Approved listeners can get up to $100,000 in free credits to try out. Visit https://www.do.co/twist to get started. Terms and conditions apply

(11:54) VisionPRO app development and Hollywood VFX integration

(16:51) Oracle - Try OCI and save up to 50% on your cloud bill at https://w????ww.oracle.com/twist

(18:35) Bridging the gap between science fiction and real-world technology

(20:36) Deep dive into the F1 experience prototype

(28:22) Kalshi - Visit https://www.kalshi.com/twist today to see live election odds, place a trade, and get $20 dollars when you deposit $100.

(29:35) Inspirational media and its impact on technology

(32:10) The influence of science fiction interfaces on real-world tech

(38:59) How safe is self-driving technology today?

(1:03:11) Stripe buying Stablecoin provider Bridge *

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Follow John:

X: https://www.x.com/JohnnyMotion

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

*

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

*

Thank you to our partners:

(10:06) DigitalOcean - Approved listeners can get up to $100,000 in free credits to try out. Visit https://www.do.co/twist to get started. Terms and conditions apply

(16:51) Oracle - Try OCI and save up to 50% on your cloud bill at https://w????ww.oracle.com/twist

(28:22) Kalshi - Visit https://www.kalshi.com/twist today to see live election odds, place a trade, and get $20 dollars when you deposit $100.

*

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

*

Check out Jason?s suite of newsletters: https://substack.com/@calacanis

*

Follow TWiST:

Twitter: https://twitter.com/TWiStartups

YouTube: https://www.youtube.com/thisweekin

Instagram: https://www.instagram.com/thisweekinstartups

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Substack: https://twistartups.substack.com

*

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

2024-10-22
Link to episode

The Anatomy of a Startup Acquisition with Cacheflow's Sarika Garg | E2028

Todays show:

Cacheflow?s Sarika Garg joins Alex Wilhelm to discuss the challenges of B2B software sales (4:26), finding product-market fit (14:08), HubSpot's acquisition of Cacheflow (17:32), and more!

*

Timestamps:

(0:00) Cacheflow?s Sarika Garg joins Alex

(2:25) Sarika Garg's startup journey and founding of Cacheflow

(4:26) Challenges in B2B software sales, managing billing complexities, and SaaS explosion

(10:09) Initial funding, product development, and growth

(10:34) AssemblyAI - Get 100 free hours to start building at https://www.assemblyai.com/twist

(14:08) Finding product-market fit and scaling strategies

(17:32) HubSpot's acquisition of Cacheflow

(21:20) Vanta - Get $1000 off your SOC 2 at https://www.vanta.com/twist

(22:24) Preparing for Series A and positioning as an AI company

(24:57) Deal with HubSpot and integration plans

(29:41) Runway - Sign up at ?https://runway.com/twist? to get your first 3 months free

(30:58) Diverse cap table, early exit, and founder lessons

(33:45) Importance of a part-time CFO and organizational efficiency

(37:26) Integration with HubSpot's Commerce Hub

(39:02) Shifts in SaaS buying behavior and future plans at HubSpot

(47:01) Remote work?s impact

*

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Check out the TWIST500: twist500.com

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Check out Cacheflow: https://www.getcacheflow.com

Check out Alex?s articles on Cacheflow: https://techcrunch.com/2022/12/06/cacheflow-doubles-valuation-while-raising-10m-proving-that-the-venture-market-is-far-from-dead/https://techcrunch.com/2021/11/10/cacheflow-drops-stealth-tag-raises-6m-to-simplify-the-saas-buying-experience/

*

Follow Sarika:

X: https://x.com/sarikagarg

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

*

Follow Alex:

X: https://x.com/alex

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

*

Thank you to our partners:

(10:34) AssemblyAI - Get 100 free hours to start building at https://www.assemblyai.com/twist

(21:20) Vanta - Get $1000 off your SOC 2 at https://www.vanta.com/twist

(29:41) Runway - Sign up at ?https://runway.com/twist to get your first 3 months free

*

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

*

Check out Jason?s suite of newsletters: https://substack.com/@calacanis

*

Follow TWiST:

Twitter: https://twitter.com/TWiStartups

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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

2024-10-18
Link to episode

The Best Financial Advice VCs Give Startups | Startup Finance Basics w/ Kruze's Scott Orn

Todays show: Kruze?s Scott Orn joins Jason on the latest edition of Startup Finance Basics! In this episode, they break down the best financial advice that VCs give founders including, managing cash flow (0:21), accounting methods (5:19), building an effective financial plan (15:22), and more!

*

Timestamps:

(00:00) Kruze COO, Scott Orn, joins Jason

(0:21) The best financial advice VCs give startups, managing cash flow, and the risks of over-fundraising

(5:19) Growth strategies for early-stage startups and accounting methods

(8:28) Legal aspects of financial representation and maintaining credibility with VCs

(15:00) Building an effective financial plan for your startup

(17:47) Historical perspectives on funding and the importance of regulatory considerations

*

Check out Kruze: https://kruzeconsulting.com

*

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

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Follow Scott:

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

X: https://twitter.com/scottorn

*

Follow Jason:

X: https://twitter.com/Jason

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

*

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

*

Check out Jason?s suite of newsletters: https://substack.com/@calacanis

*

Follow TWiST:

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Substack: https://twistartups.substack.com

*

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

2024-10-17
Link to episode

TWiST News: Subscription Economics, Density's Waffle, and The Cost of AV Fleets | E2027

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*

Timestamps:

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

(2:06) FTC's new subscription rules and impact

(6:58) Fundrise - Sign up today at https://www.fundrise.com/twist

(8:16) Density's mission and "Waffle" product announcement

(16:02) Real-time wayfinding and utilization tracking

(22:45) Brave - Download today at https://brave.com/twist to browse faster, search privately and so much more

(23:59) Data's impact on city planning and operations

(27:12) Sensor costs and impact on adoption

(32:24) Unit economics and adoption curves

(39:13) OpenPhone - Get 20% off your first six months at https://www.openphone.com/twist?

(40:22) Robotaxi fleet modeling project

(48:33) Google and Kairos nuclear power deal

(50:00) Amazon's nuclear energy agreements

(55:09) Solar and fracking trends

*

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

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

*

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

*

TWiST AV Models:

https://docs.google.com/spreadsheets/d/1txb73-0MvKq_FAcGWMsUcctwgEVHYkgQ38kgEnOuHMs/edit?gid=1464971737#gid=1464971737

*

Mentioned on the show:

https://docs.google.com/spreadsheets/d/1txb73-0MvKq_FAcGWMsUcctwgEVHYkgQ38kgEnOuHMs/edit?gid=1464971737#gid=1464971737

https://blog.google/outreach-initiatives/sustainability/google-kairos-power-nuclear-energy-agreement

https://www.aboutamazon.com/news/sustainability/amazon-nuclear-small-modular-reactor-net-carbon-zero

https://ourworldindata.org/energy-gdp-decoupling

https://www.bbc.com/news/articles/czkkgnp1d2xo

https://archive.is/ZOO42#selection-1051.130-1059.17

https://www.semafor.com/article/10/03/2024/solar-boom-in-china-turns-electricity-prices-negative

*

Check out these startups:

https://www.trlyr.com

https://www.terra.one

https://www.tozero.solutions

https://www.altris.se

https://bedrock.inc

https://www.unbound-potential.com

https://www.3dc.co.jp/en

https://www.flowaluminum.com

https://www.hydrostor.ca

https://www.thaleron.com

https://sizableenergy.com

https://www.kitekraft.de

https://www.byterat.io

https://www.ionworks.com

*

Follow Andrew:

X: https://x.com/andrewfarah

LinkedIn: https://www.linkedin.com/in/andrewfarah?

Check out: https://density.io

*

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:

(6:58) Fundrise - Sign up today at https://www.fundrise.com/twist

(22:45) Brave - Download today at https://brave.com/twist to browse faster, search privately and so much more

(39:13) OpenPhone - Get 20% off your first six months at https://www.openphone.com/twist?

*

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

*

Check out Jason?s suite of newsletters: https://substack.com/@calacanis

*

Follow TWiST:

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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

2024-10-17
Link to episode

AI Demos: ChatGPT-o4 Canvas, Notebook LM & Meta's Movie Gen | E2026

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CLA. Innovation takes balance. CLA's CPAs, consultants, and wealth advisors can help you get from startup to where you want to end up. Get started now at https://claconnect.com/tech

*

Sunny Madra joins Jason to discuss Tesla?s Robotaxis (2:17), demo ChatGPT-4o new Canvas interface (25:23), break down Meta?s Movie Gen model (41:11), Notebook LM (54:41), and much more!

*

Timestamps:

(0:00) Sunny Madra and Jason kick off the show

(2:17) Tesla's Robotaxi reveal and challenges with regulatory approval

(10:00) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist

(11:22) Self-driving architectures and potential applications for Tesla's Cybervan

(18:15) Update on Tesla's Optimus robot and the future of autonomous vehicles

(22:04) Interest rates and startup funding challenges

(22:13) Fidelity Private Shares? - Visit ?https://www.fidelityprivateshares.com?! Mention our podcast and receive 20% off your first-year paid subscription.

(23:14) Traffic congestion, urban planning, and future players in autonomous vehicles

(25:23) ChatGPT-4o with Canvas demo

(31:28) CLA - Get started with CLA's CPAs, consultants, and wealth advisors now at https://www.claconnect.com/tech (41:11) Meta vision models and Groq demo

(42:35) Apple AirPods updates and AR glasses privacy concerns

(47:46) Meta's new vision models, open-source impact, and OpenAI's business model

(54:41) Notebook LM's tools

(1:00:13) Capturing family history with AI and Meta Movie Gen's potential

*

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

*

LINKS:

Check out OpenAI?s Canvas: https://openai.com/index/introducing-canvas/

Check out Notebook LM: https://notebooklm.google.com/

Check out Meta Movie Gen: https://ai.meta.com/research/movie-gen/ Check out Meta Llama 3.2: https://ai.meta.com/blog/llama-3-2-connect-2024-vision-edge-mobile-devices/

*

Follow Sunny:

X: https://twitter.com/sundeep

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

*

Follow Jason:

X: https://twitter.com/Jason

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

*

Thank you to our partners:

(10:00) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist

(22:04) Fidelity Private Shares? - Visit ?https://www.fidelityprivateshares.com?! Mention our podcast and receive 20% off your first-year paid subscription.

(31:32) CLA - Get started with CLA's CPAs, consultants, and wealth advisors now at https://www.claconnect.com/tech

*

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Check out the TWIST500: twist500.com

*

Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland

*

Check out Jason?s suite of newsletters: https://substack.com/@calacanis

*

Follow TWiST:

Twitter: https://twitter.com/TWiStartups

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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.founder.university/podcast

2024-10-16
Link to episode

TWiST News: Tesla Robotaxis, Electric RVs, and How Startups are Helping Secure Elections | E2025

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Cloud Devs. Building the best remote team is tough, but you don?t have to do it alone. Visit https://www.clouddevs.com/twist for an unbeatable offer on hiring elite Latam talent today.

*

Todays show:

Alex Wilhelm joins Jason to dive into Tesla?s Robotaxi event, highlighting Tesla's bold plans for a self-driving, bus-style vehicle (4:33). Then, Lightship RV co-founders Toby Kraus and Ben Parker talk about the future of electric RVs (25:04). Finally, Voatz CEO Nimit Sawhney shares how blockchain is being used to secure elections (51:35).

*

Timestamps:

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

(4:33) The Tesla Robotaxi event

(6:46) The potential impact of Tesla's bus platform

(11:59) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST

(13:29) ChatGPT 4 with Canvas demonstration

(18:23) Predictions on the future of self-driving cars

(23:36) Beehiiv - Get 30 days free and 20% off your first 3 months at ?https://www.beehiiv.com/twist

(25:04) Lightship RV co-founders Toby Kraus and Ben Parker join the show

(27:55) Description and features of Lightship RV

(33:58) Cloud Devs - Visit https://www.clouddevs.com/twist for an unbeatable offer on hiring elite Latam talent today.

(35:05) Financing strategy and market potential for Lightship

(39:00) Impact of market trends on Lightship

(41:19) Lightship's unique selling points, competition, and market strategy

(51:35) Voatz CEO Nimit Sawhney joins the show

(54:48) Voatz's progress, voting process, and blockchain integration

(1:02:25) Election fraud concerns and attack vectors

(1:06:02) Voatz's business model and sales cycle

(1:08:11) Discussion on Dominion Voting Systems and election security

(1:10:15) The debate over voter ID requirements and voting transparency

(1:13:38) Upcoming topics: Solar energy advancements

(1:14:28) Twist 500 nominations and submission guidelines

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Thank you to our partners:

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(33:58) Cloud Devs - Visit https://www.clouddevs.com/twist for an unbeatable offer on hiring elite Latam talent today.

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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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2024-10-15
Link to episode

TWiST500 Spotlight: The must-know startups from AI to robotics! | E2024

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Todays show:

We reviewed the first 100 companies on the TWiST500 list, covering sectors from fintech to AI, robotics, and space. Dozens of must-know startups emerged. Today, Alex breaks down the categories seeing the most entrants and highlight some of our favorite picks.

*

Timestamps:

(0:00) Alex Wilhelm kicks off the show

(3:08) AI for Devs: Qodo & Poolside

(6:25) AI Infrastructure: CoreWeave

(8:43) OpenPhone - Get 20% off your first six months at https://www.openphone.com/twist?

(10:15) Data for AI: Tollbit & Scale

(14:05) Robotics: Figure & Dusty Robotics

(17:51) NetSuite - Download the CFO's Guide to AI and Machine Learning for free at https://www.netsuite.com/twist

(19:08) Fintech: Circle & Altruist

(22:37) Cybersecurity: Huntress & Wiz

(26:30) Crypto: Farcaster

(28:17) Other Standouts: Harvey AI, Kojo & Albedo Space

(30:04) Sprig - Visit https://www.sprig.com/twist to book a demo and get a $75 gift card.

(31:17) Angel University kicks off November 6th

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Companies mentioned on the show:

https://www.qodo.ai

https://www.poolside.ai

https://www.coreweave.com

https://www.tollb.it

https://www.scale.com

https://www.figure.ai

https://www.dustyrobotics.com

https://www.circle.com

https://www.huntress.com

https://www.wiz.io

https://www.farcaster.xyz

*

Check out these TWiST episodes: https://www.youtube.com/watch?v=jGtV_V54m30

https://www.youtube.com/watch?v=BZPO5oYUuQU

https://www.youtube.com/watch?v=ULEwo0VXlZQ

https://www.youtube.com/watch?v=FdkWFoFD50Q

https://www.youtube.com/watch?v=ULEwo0VXlZQ

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(30:04) Sprig - Visit https://www.sprig.com/twist to book a demo and get a $75 gift card.

*

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

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2024-10-12
Link to episode

Navigating the AI Boom | Startup Finance Basics w/ Kruze's Scott Orn

Todays show: Kruze?s Scott Orn joins Jason on the latest edition of Startup Finance Basics! In this episode, they break down the unique aspects and dynamics of the current AI boom, contrasting AI startup revenue, costs, and growth rates with traditional SaaS models (4:11). They also dive into AI tools' impact on productivity and labor efficiency (8:12), the accounting challenges and operational issues AI startups face (14:27), and more!

*

Timestamps:

(00:00) Kruze COO, Scott Orn, joins Jason (1:06) Unique aspects and dynamics of the current AI boom (4:11) AI startup revenue, costs, and growth rates vs traditional SaaS (8:12) AI tools and their impact on productivity and labor efficiency (14:27) Accounting challenges and operational issues in AI startups

*

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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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2024-10-10
Link to episode

TWiST News: M.G. Siegler Explains the Current Venture Crisis and Google?s Antitrust Woes | E2023

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Todays show:

M.G. Siegler joins Jason and Alex to discuss the current venture capital crisis (14:11), and challenges in the venture industry, particularly in early-stage returns and high valuations (18:42). They also address future exits and the impact of regulatory measures on M&A (27:14), Google's antitrust case (49:08), and much more!

*

Timestamps:

(0:00) M.G. Siegler joins Jason and Alex

(5:05) M.G. Siegler's journey from journalism to venture capital

(8:33) Differences between journalism and venture capital

(10:02) Gusto - Get three months free when you run your first payroll at https://gusto.com/twist

(11:02) Media training and transparency in companies

(14:11) Venture capital's current state and CRV's capital return

(16:23) Challenges and opportunities in the venture industry

(18:42) Early stage venture returns and the impact of high valuations

(21:42) Oracle - Try OCI and save up to 50% on your cloud bill at at https://w????ww.oracle.com/twist

(23:07) Future exits and liquidity evaluations in startups

(27:14) Acquisitions, hackquisitions, and regulatory impact on M&A

(34:09) Venture capital dynamics and fundraising during market downturn

(35:48) Predictions for the startup market recovery

(38:02) Linear - Streamline issues, projects, and product roadmaps in a tool your team will actually enjoy using. Get 25% off at https://www.linear.app/twist

(38:57) AI competition among tech giants and Meta's hardware challenges

(45:47) Venture capital dynamics and favorite AI tools

(49:08) Google's antitrust case

(55:25) Possible effects of opening Google's search API

(1:03:41) Potential Google spin-offs

(1:06:27) Audience Q&A

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Mentioned on the show:

https://www.cnbc.com/2024/10/08/doj-indicates-its-considering-google-breakup-following-monopoly-ruling.html

https://spyglass.org/vc-crisis

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Check out: https://www.spyglass.org

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Thank you to our partners:

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(38:02) Linear - Streamline issues, projects, and product roadmaps in a tool your team will actually enjoy using. Get 25% off at https://www.linear.app/twist

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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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2024-10-10
Link to episode

The Next-Generation of Single-Stage-to-Orbit Spaceplanes with Radian's Richard Humphrey | E2022

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Todays show:

Radian?s Richard Humphrey joins Alex to discuss the future of space travel, focusing on spaceplanes like the Radian One (2:05). The two dive into technological advancements (10:20), funding challenges (14:28), the potential to reduce orbital launch costs (47:56), and more!

*

Timestamps:

(0:00) Radian?s Richard Humphrey joins Alex

(2:05) Discussion on Richard Humphrey's aviation history and spaceplane development

(4:22) Spaceplanes versus rockets: advantages and disadvantages

(8:51) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist

(10:20) Spaceplane projects: historical context and current technology

(14:28) Funding challenges and venture capital interest in space industry

(17:14) Radian 1 spaceplane's rocket sled launch mechanism and specifications

(20:22) Vanta - Get $1000 off your SOC 2 at https://www.vanta.com/twist

(25:28) Reusability and refurbishment process of the Radian 1 spaceplane

(29:03) AssemblyAI - Get 100 free hours to start building at https://www.assemblyai.com/twist

(30:33) Radian 1 project updates: recent tests and future timeline

(39:00) Commercial model and government interest in horizontal launches

(42:38) Orbital launches: future demand and space economy implications

(44:49) Space launches: US and Chinese dominance, and potential for rapid cargo transport

(47:56) Private orbital flights: cost, feasibility, and space tourism

(53:19) Reducing orbital launch costs and the transformative potential of space access

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https://www.radianaerospace.com

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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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2024-10-08
Link to episode

Hacking Meta's AR glasses, a shakeup at Initialized, and the best startups of the decade | E2021

Timestamps:

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

(3:26) Overview of Harvard's AR glasses tech demo and club projects

(10:09) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST

(11:35) Discussing responsible tech use, privacy, and entrepreneurial aspirations

(18:30) Guests' academic focus and future in technology

(19:41) LinkedIn Ads - Get a $100 LinkedIn ad credit at http://www.linkedin.com/thisweekinstartups

(21:27) AR technology trends, practicality, and ethical considerations

(26:10) AI advancements, deepfakes, and AR in healthcare

(29:37) Washington Post - TWiST listeners can subscribe for just 50 cents per week for your first year at https://www.washingtonpost.com/twist

(31:06) Insights on young founders and the podcast's live format evolution

(31:58) Venture capital trends and Initialize Capital's restructuring

(39:28) Founders Fund and CRV developments, returning capital to LPs

(42:02) Analysis of scale insurgents and successful startup unicorns

(46:39) Secondary market opportunities and fund exit strategies

(53:00) New Twist 500 members: Snyk and Nym

(59:56) TikTok's impact on the music industry and content creators

(1:01:05) Investment discussions with Chef Reactions and TikTok creators *

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(29:37) Washington Post - TWiST listeners can subscribe for just 50 cents per week for your first year at https://www.washingtonpost.com/twist

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

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Check out Jason?s suite of newsletters: https://substack.com/@calacanis

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2024-10-08
Link to episode

Highlighting Data Intelligence with Databricks & Bonbon?s Reward Innovation | E2020

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Timestamps:

(0:00) Databricks? Naveen Rao joins Alex Wilhelm

(8:54) Regulatory challenges and open-source AI

(10:02) OpenPhone - Get 20% off your first six months at https://www.openphone.com/twist

(13:57) Meta's Llama models and reinforcement learning

(19:46) LinkedIn Ads -  Get a $100 LinkedIn ad credit at http://www.linkedin.com/thisweekinstartups

(20:55) Open vs. closed source AI models and advances

(28:09) Precision in AI and enterprise applications

(30:20) Beehiiv - Get 30 days free and 20% off your first 3 months at https://www.beehiiv.com/twist

(52:08) Tech incumbents' evolution and AI competition

(54:55) AI model sizes and synthetic data quality

(57:29) AI inspiration from biology and future innovation

(1:03:06) Databricks' growth trajectory and potential IPO

(1:04:25) Elliot Easterling of bonbon joins TWIST for a Jam with JCal.

(1:05:16) Bonbon.tech and the rewards platform overview

(1:14:44) Gamification strategies and user engagement

(1:22:18) Exploring growth opportunities and market expansion *

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Check out Databricks: https://www.databricks.com/

Check out Bonbon: https://bonbon.tech

Link to Newsom vetoes SB 1047 article: https://www.bbc.com/news/articles/cj9jwyr3kgeo

The short guide to understanding data intelligence from Databricks: https://www.databricks.com/blog/short-guide-understanding-data-intelligence

Mosaic AI Agent Framework post: https://www.databricks.com/blog/announcing-mosaic-ai-agent-framework-and-agent-evaluation

Data Intelligence Platform product tour: https://www.databricks.com/resources/demos/tours/horizontal/introducing-databricks-intelligence-platform?itm_data=demo_center

Mosaic AI new features and demo: https://www.youtube.com/watch?v=acIBdCOj88E

Unity Catalog GitHub: https://github.com/unitycatalog/unitycatalog

?Thinking Fast and Slow? by Daniel Kahneman summary on Medium - https://www.penguinrandomhouse.ca/books/89308/thinking-fast-and-slow-by-daniel-kahneman/9780385676533

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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:

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

*

Check out Jason?s suite of newsletters: https://substack.com/@calacanis

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2024-10-05
Link to episode

The Automation Endgame, VCs Returning Cash, and the OpenAI Wager | E2019

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Todays show:

Alex Wilhelm joins Jason to discuss the ongoing ILA strike and impact (2:34), Startup opportunities in port automation (39:49), CRV's $275M return to investors (55:33), OpenAI closing its $6.6 billion mega-round (1:12:07), and more!

*

Timestamps:

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

(2:34) The ILA strike overview and impact

(4:59) Technology and efficiency in global ports

(10:10) Notion - Try it for free today at https://notion.com/twist

(11:43) Labor, supply chain fragility, and union perspectives

(20:12) Future of port automation and union demands

(27:07) Fidelity Private Shares? - Visit https://www.fidelityprivateshares.com?! Mention our podcast and receive 20% off your first-year paid subscription.

(28:27) Societal impacts of potential future labor changes

(38:07) Kyte - Download the Kyte app or book online at https://www.kyte.com and use code JASON to save 10% on your first rental.

(39:38) Startup opportunities in port automation and technology resistance

(45:13) Innovations in port tech

(50:11) Broader impact of automation on employment

(55:39) CRV's $275M return to investors

(1:00:06) Focusing on core strengths in venture capital

(1:02:16) Current market conditions and lack of late-stage IPOs

(1:08:26) Essential skills for venture capital investing and variability in VC fund performance

(1:12:07) OpenAI closing its $6.6 billion mega-round

(1:18:27) Audience Q&A

*

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Mentioned on the show:

https://ilaunion.org/ila-responds-to-usmxs-statement-that-distorts-the-facts-and-misleads-the-public/

https://www.gao.gov/assets/d24106498.pdf

https://ilaunion.org/ila-halts-negotiations-with-usmx-amid-automation-disputes/

https://www.cbsnews.com/news/how-much-do-dock-workers-make-longshoreman-salary/

https://www.nytimes.com/2024/10/02/technology/crv-vc-fund-returning-money.html

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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:

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(38:07) Kyte - Download the Kyte app or book online at https://www.kyte.com and use code JASON to save 10% on your first rental.

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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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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

2024-10-03
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