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Episode | Date |
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Understanding the UAE startup opportunity with Brad Gerstner and Ibrahim Ajami | E1751
01:18:28
This Week in Startups is presented by: VEED makes it super easy for anyone (yes, you) to create great video. Filled with amazing features like templates, auto subtitles, text formatting, auto-resizing, a full suite of AI tools, and much more, VEED gives you the tools to engage your audience on any platform. Head to VEED.io to start creating incredible video content in minutes. OpenPhone. Create business phone numbers for you and your team that work through an app on your smartphone or desktop. TWiST listeners can get an extra 20% off any plan for your first 6 months at openphone.com/twist iConnections is a platform to connect and meet with elite capital allocators through their online platform and bespoke events. The first 25 VC funds to sign up for iConnections Miami 2024 event in January of next year will receive a 20% discount! Head to iConnections.io/twist to sign up today! * Today’s show: Brad Gerstner and Mubadla's Ibrahim Ajami join Jason as they discuss their first impressions of the UAE (1:33). They then converse about how the UAE is attracting startup talent, unclogging the capital allocator log jam, and investing in relationships (19:43)! Follow Brad: https://twitter.com/altcap Follow Ibrahim: https://twitter.com/IbrahimAjami * Time stamps: (0:00) Brad and Ibrahim join Jason (1:33) First impressions of the UAE (10:25) Veed - Head to https://www.veed.io/pricing?utm_campaign=TWIS&utm_medium=Marketing&utm_source=YouTube and start creating professional-quality videos in minutes! (11:55) The story of Mubadala (19:43) Attracting talent to the UAE (26:53) OpenPhone - Get 20% off your first six months at https://openphone.com/twist (28:21) The shifting perspective of the UAE and the opportunity it presents (35:07) The level of curiosity in Abu Dhabi (37:02) iConnections - Get 20% off iConnections Miami 2024 event at http://iconnections.io/twist (38:21) Adjusting to the changing market (41:58) Mubadala’s portfolio and investing in SoftBank’s Vision Fund (49:40) Getting fit (56:27) Unclogging the manager log jam and the denominator problem (1:04:59) Investing in relationships (1:11:38) The progression of the UAE * Read LAUNCH Fund 4 Deal Memo & Apply for Funding Great recent interviews: Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland, PrayingForExits, Jenny Lefcourt Check out Jason’s suite of newsletters: https://substack.com/@calacanis * Follow Jason: Twitter: https://twitter.com/jason Instagram: https://www.instagram.com/jason LinkedIn: https://www.linkedin.com/in/jasoncalacanis * Follow TWiST: Substack: https://twistartups.substack.com Twitter: https://twitter.com/TWiStartups YouTube: https://www.youtube.com/thisweekin * Subscribe to the Founder University Podcast: https://www.founder.university/podcast |
May 26, 2023 |
ChatGPT vs Hollywood writers and the WGA strike with Lon Harris | E1750
01:16:50
This Week in Startups is presented by: Embroker. The Embroker Startup Insurance Program helps startups secure the most important types of insurance at a lower cost and with less hassle. Save up to 20% off of traditional insurance today at http://embroker.com/twist. While you’re there, get an extra 10% off using offer code TWIST. Hyperice. Warm up and recover faster with the Hypervolt 2 massage gun and Normatec compression therapy boots. Save $50 off your order of $150 or more with code TWIST50 at checkout on http://hyperice.com/. Release. Large enterprises pose unique challenges for SaaS startups. Unlock customers with unique needs for private and single-tenant hosting without the toil of DIY with Release Delivery. Get your first month free at https://release.com/twist . * Today’s show: Lon Harris is BACK to discuss the WGA strike and how ChatGPT can (and will) impact Hollywood writers (6:18). They also break down how streaming services can appeal to show writers, Spotify’s planned AI-for-ads, and more! (19:56) Follow Lon: https://twitter.com/Lons Check Out Binge Boys: https://podcasts.apple.com/us/podcast/binge-boys/id1535514923 * Time stamps: (0:00) Lon joins Jason (1:44) Jason discusses his new reality TV show (6:18) The WGA Strike and the misconceptions of Hollywood (13:29) Embroker - Use code TWIST to get an extra 10% off insurance at https://Embroker.com/twist (14:33) Employing writers and the lack of transparency in the film industry (19:56) Breaking rank as a streaming service (24:21) Hyperice - Get $50 off your order of $150 or more with code TWIST50 at http://hyperice.com/ (25:30) Hollywood writers’ thoughts on ChatGPT (37:14) Release - Get your first month free at https://release.com/twist (38:41) Creating Adam Sandler movies with ChatGPT (42:15) Jason and Lon breakdown if Succession will go down as a top HBO show (48:51) Jason’s advice to the writers union and streaming services (53:06) HBO debuts Max (1:00:13) Spotify’s new use for AI (1:06:09) Highly anticipated releases, plus Jason and Lon’s thoughts on how TikTok is affecting society * Read LAUNCH Fund 4 Deal Memo & Apply for Funding Great recent interviews: Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland, PrayingForExits, Jenny Lefcourt Check out Jason’s suite of newsletters: https://substack.com/@calacanis * Follow Jason: Twitter: https://twitter.com/jason Instagram: https://www.instagram.com/jason LinkedIn: https://www.linkedin.com/in/jasoncalacanis * Follow TWiST: Substack: https://twistartups.substack.com Twitter: https://twitter.com/TWiStartups YouTube: https://www.youtube.com/thisweekin * Subscribe to the Founder University Podcast: https://www.founder.university/podcast |
May 25, 2023 |
Text-to-UI demo with Galileo AI Co-founder Arnaud Benard + How to design loved products | E1749
00:51:51
This Week in Startups is presented by: Crowdbotics. Great ideas can change the world, and Crowdbotics is the fastest way to turn those ideas into code. Get a free scoping session for your next big app idea at http://crowdbotics.com/twist Hampton. Are you a startup founder or CEO seeking expert advice? Join Hampton, the private, highly vetted community for high-growth founders. Get invaluable insights, connections, and support to accelerate your business at http://joinhampton.com/twist today! The Microsoft for Startups Founders Hub helps all founders build a better startup, at a lower cost, from day one. Startups get up to $150K in Azure credits, access to free OpenAI credits, free dev tools like GitHub, technical advisory, access to mentors and experts, and so much more. There is no funding requirement, and it only takes minutes to join. Sign up today at http://aka.ms/thisweekinstartups * Today’s show: Galileo AI’s Arnaud Benard joins Jason to demo their text-to-UI platform before discussing the AI startup scene in Silicon Valley (3:47). Then Lunour’s Scott Bair gives a presentation on how to design loved products from rough wireframes to a polished design (34:17). Follow Arnaud: https://twitter.com/arnaudai Check Out Galileo AI: https://www.usegalileo.ai/ Follow Scott: https://twitter.com/scott_bair Check Out Lunour : https://www.lunour.com/ * Time stamps: (0:00) Arnaud joins Jason (1:29) Discovering Galileo AI (3:47) Arnaud demos Galileo (9:28) Crowdbotics - Get a free scoping session for your next big app idea at http://crowdbotics.com/twist (10:36) Galileo’s inception, its business metrics and its AI models (17:28) Hampton - Join Hampton's community of high-growth founders today at https://joinhampton.com/twist (18:52) Building an AI startup today (24:43) Arnaud’s position on AutoGPTs (28:02) San Francisco’s startup and food scene (32:43) Microsoft for Startups Founders Hub - Apply in 5 minutes for six figures in discounts at http://aka.ms/thisweekinstartups (34:17) How to design loved products with Scott Bair * Read LAUNCH Fund 4 Deal Memo & Apply for Funding Great recent interviews: Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland, PrayingForExits, Jenny Lefcourt Check out Jason’s suite of newsletters: https://substack.com/@calacanis * Follow Jason: Twitter: https://twitter.com/jason Instagram: https://www.instagram.com/jason LinkedIn: https://www.linkedin.com/in/jasoncalacanis * Follow TWiST: Substack: https://twistartups.substack.com Twitter: https://twitter.com/TWiStartups YouTube: https://www.youtube.com/thisweekin * Subscribe to the Founder University Podcast: https://www.founder.university/podcast |
May 24, 2023 |
Startup pitch competition: Jason invests $25K | E1748
00:43:56
This Week in Startups is presented by: LinkedIn Marketing. To redeem a $100 LinkedIn ad credit and launch your first campaign, go to http://linkedin.com/thisweekinstartups. Squarespace. Turn your idea into a new website! Go to http://squarespace.com/TWIST for a free trial. When you’re ready to launch, use offer code TWIST to save 10% off your first purchase of a website or domain. Lemon.io. Hire pre-vetted remote developers, get 15% off your first 4 weeks of developer time at https://Lemon.io/twist * Today’s show: Jason hosts another pitch competition featuring two startups from our Founder University program! Apply for Founder University: https://course.founder.university Check out NeighborBrite: https://neighborbrite.com/ Check out Coffee Clozers: https://www.coffeeclozers.com/ * Time stamps: (0:00) Jason kicks off the show (1:22) Jason and Kelly introduce the pitch competition (4:25) Luis pitches NeighborBrite (12:19) LinkedIn Marketing - Get a $100 LinkedIn ad credit at https://linkedin.com/thisweekinstartups (13:32) Liam pitches Coffee Clozers (21:24) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/TWIST (22:42) The value of Founder University (25:46) Jason awards the $25K investment (31:09) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist (32:28) Q&A with Jason * Read LAUNCH Fund 4 Deal Memo & Apply for Funding Great recent interviews: Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland, PrayingForExits, Jenny Lefcourt Check out Jason’s suite of newsletters: https://substack.com/@calacanis * Follow Jason: Twitter: https://twitter.com/jason Instagram: https://www.instagram.com/jason LinkedIn: https://www.linkedin.com/in/jasoncalacanis * Follow TWiST: Substack: https://twistartups.substack.com Twitter: https://twitter.com/TWiStartups YouTube: https://www.youtube.com/thisweekin * Subscribe to the Founder University Podcast: https://www.founder.university/podcast |
May 23, 2023 |
Demoing Google’s MusicLM, AssemblyAI, and other AI tools with Sunny Madra | E1747
00:58:45
This Week in Startups is presented by: Issuu is the all-in-one platform for creating and distributing beautiful digital content. Get started with Issuu today for free or sign up for an annual premium account and get 50% off when you go to http://issuu.com/podcast and use promo code twist. Vanta. Compliance and security shouldn't be a deal-breaker for startups to win new business. Vanta makes it easy for companies to get a SOC 2 report fast. TWiST listeners can get $1,000 off for a limited time at http://vanta.com/twist .Tech domains are the go-to namespace to build anything in tech… and home to the world’s most innovative startups. Secure your .Tech domain today and lock down a 1-year domain for $10, or a 5-year domain for $50 at http://go.tech/TWIST today! * Today’s show: Sunny joins Jason to discuss the latest in AI. They chat about the launch of ChatGPT’s new iOS app and demo Google’s MusicLM (1:24). Then, Sunny tests AssemblyAI’s LeMUR and Wondercraft AI before wrapping with a look at Stable Diffusion’s deep fake capabilities (29:38). Follow Sunny: https://twitter.com/sundeep * Time stamps: (0:00) Sunny joins Jason (1:24) ChatGPT launches its IOS app (4:59) Sunny demos Google’s MusicLM (8:14) Issuu - Sign up for free or get 50% off an annual premium account by using promo code twist at https://issuu.com/podcast (9:33) Having taste, and how did Google train MusicLM (21:02) Vanta - Get $1000 off your SOC 2 at https://vanta.com/twist (22:09) The legal issues with training MusicLM (29:38) Sunny demos AssemblyAI’s LeMur (38:34) .Tech domains - lock down a 1-year domain for $10, or a 5-year domain for $50 at http://go.tech/TWIST (39:58) Sunny demos Wondercraft AI (47:18) Stable Diffusion’s deep fake technology (51:36) Creating more content with AI * Read LAUNCH Fund 4 Deal Memo & Apply for Funding Great recent interviews: Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland, PrayingForExits, Jenny Lefcourt Check out Jason’s suite of newsletters: https://substack.com/@calacanis * Follow Jason: Twitter: https://twitter.com/jason Instagram: https://www.instagram.com/jason LinkedIn: https://www.linkedin.com/in/jasoncalacanis * Follow TWiST: Substack: https://twistartups.substack.com Twitter: https://twitter.com/TWiStartups YouTube: https://www.youtube.com/thisweekin * Subscribe to the Founder University Podcast: https://www.founder.university/podcast |
May 23, 2023 |
Fireside chat with Jason Calacanis & Brad Gerstner hosted by Mubadala’s Ibrahim Ajami | E1746
01:40:30
This Week in Startups is presented by: Squarespace. Turn your idea into a new website! Go to http://squarespace.com/TWIST for a free trial. When you’re ready to launch, use offer code TWIST to save 10% off your first purchase of a website or domain. Trovata. Starting up is hard. Trovata makes managing cash easy. Start automating your cash management at http://trovata.io/TWIST.Use Code TWIST for 30% off one full year of premium features like AI forecasting. OpenPhone. Create business phone numbers for you and your team that work through an app on your smartphone or desktop. TWiST listeners can get an extra 20% off any plan for your first 6 months at http://openphone.com/twist Today’s show: Jason and Brad speak with Mubadala Capital’s Head of Ventures, Ibrahim Ajami, at Hub71 in the UAE. The three discuss how startups can survive and thrive in an economic downturn (1:02) before diving into the sacrifices that founders must make to create an incredible product. (14:16) They also explain how the AI revolution will affect software, startups, capital allocators, and more! (40:36) Follow Mubadala: https://twitter.com/MubadalaCapital Follow Ibrahim: https://twitter.com/IbrahimAjami Follow Hub71: https://twitter.com/hub71ad Follow Brad: https://twitter.com/altcap Time stamps: (0:00) Nick kicks off the show (1:02) Surviving the downturn (12:46) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/TWIST (14:16) Sacrificing to build a great product (26:34)Trovata - Use code TWIST at https://trovata.io/twist for 30% off one year of premium features, like AI forecasting (27:47) Brad’s letter to Mark Zuckerberg and AI creating ultra-efficient startups (39:02) OpenPhone - Get 20% off your first six months at https://openphone.com/twist (40:36) The AI revolution (50:48) The implications of AI on the software industry (55:50) Creating the Silicon Valley culture (59:32) Reflecting on the success of the Launch Accelerator (1:06:23) Building culture within your firm and dealing with failure (1:19:03) Opinions on WFH (1:25:05) Recognizing product velocity (1:29:11) Advice for young founders (1:34:47) Advice for founders in emerging markets Read LAUNCH Fund 4 Deal Memo & Apply for Funding Great recent interviews: Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland, PrayingForExits, Jenny Lefcourt Check out Jason’s suite of newsletters: https://substack.com/@calacanis Follow Jason: Twitter: https://twitter.com/jason Instagram: https://www.instagram.com/jason LinkedIn: https://www.linkedin.com/in/jasoncalacanis Follow TWiST: Substack: https://twistartups.substack.com Twitter: https://twitter.com/TWiStartups YouTube: https://www.youtube.com/thisweekin Subscribe to the Founder University Podcast: https://www.founder.university/podcast |
May 19, 2023 |
Viral fundraising tactics with Rewind AI’s Dan Siroker + How to build a strong brand | E1745
00:47:50
This Week in Startups is presented by: Merge. Let your developers get back to their core product. Merge is a single API to add hundreds of integrations to your app. Integrate up to 3 customers for free today at http://merge.dev/twist. Embroker. The Embroker Startup Insurance Program helps startups secure the most important types of insurance at a lower cost and with less hassle. Save up to 20% off of traditional insurance today at http://embroker.com/twist. While you’re there, get an extra 10% off using offer code TWIST. Hyperice. Warm up and recover faster with the Hypervolt 2 massage gun and Normatec compression therapy boots. Save $50 off your order of $150 or more with code TWIST50 at checkout on http://hyperice.com Today’s show: Rewind AI CEO and Co-Founder Dan Siroker joins Jason to break down his viral fundraising strategy before diving into a demo of Rewind’s AI software (1:27). Then, Scott Bair of Lunour gives a talk on how to build a strong brand, where he dives into topics like branding, creating a logo and more! (34:49) Follow Dan: https://twitter.com/dsiroker Check out Rewind: https://www.rewind.ai Time stamps: (0:00) Dan Siroker joins Jason (1:27) Dan discusses his method of raising capital publicly and the valuation they settled on (9:08) Merge - Integrate up to 3 customers for free today at https://merge.dev/twist (10:38) Advice for founders taking a high valuation, choosing the right firm, and differentiating Rewind AI from file search (19:03) Embroker - Use code TWIST to get an extra 10% off insurance at https://Embroker.com/twist (20:35) Dan demos Rewind AI (25:04) Privacy concerns, dealing with legal issues, and Rewind’s enterprise use cases (33:21) Hyperice - Get $50 off your order of $150 or more with code TWIST50 at http://hyperice.com/ (34:49) How to build a strong brand with Scott Bair Read LAUNCH Fund 4 Deal Memo & Apply for Funding Great recent interviews: Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland, PrayingForExits, Jenny Lefcourt Check out Jason’s suite of newsletters: https://substack.com/@calacanis Follow Jason: Twitter: https://twitter.com/jason Instagram: https://www.instagram.com/jason LinkedIn: https://www.linkedin.com/in/jasoncalacanis Follow TWiST: Substack: https://twistartups.substack.com Twitter: https://twitter.com/TWiStartups YouTube: https://www.youtube.com/thisweekin Subscribe to the Founder University Podcast: https://www.founder.university/podcast |
May 18, 2023 |
Magic.dev CEO Eric Steinberger on making developers bionic | E1744
00:57:28
This Week in Startups is presented by: Crowdbotics. Great ideas can change the world, and Crowdbotics is the fastest way to turn those ideas into code. Get a free scoping session for your next big app idea at http://crowdbotics.com/twist. The Microsoft for Startups Founders Hub helps all founders build a better startup, at a lower cost, from day one. Startups get up to $150K in Azure credits, access to free OpenAI credits, free dev tools like GitHub, technical advisory, access to mentors and experts, and so much more. There is no funding requirement, and it only takes minutes to join. Sign up today at http://aka.ms/thisweekinstartups. Release. Large enterprises pose unique challenges for SaaS startups. Unlock customers with unique needs for private and single-tenant hosting without the toil of DIY with Release Delivery. Get your first month free at https://release.com/twist. * Today’s show: Jason is joined by Magic.dev CEO and Co-Founder Eric Steinberger to discuss how his startup makes developers more efficient with AI by auto-generating code. The first portion of the interview features Eric demoing his software. Then, Jason and Eric dive into the impact that these rapid AI advancements will have on society (31:28), how their tools have the potential to significantly minimize coding time and what that means for entrepreneurship (13:55), and much more! * Time stamps: (00:00) Eric Steinberger joins Jason (1:44) Eric and Jason explain what Magi.dev is (3:43) Eric Demos Magic.dev (9:13) What makes this AI model unique (11:02) Crowdbotics - Get a free scoping session for your next big app idea at http://crowdbotics.com/twist (12:11) Magic.dev's motivation behind building their own language model (13:55) The efficiency gains achieved with Magic.dev (17:32) Exploring reinforcement learning and grounding the AI model (19:45) Microsoft for Startups Founders Hub - Apply in 5 minutes for six figures in discounts at http://aka.ms/thisweekinstartups (21:19) The two parallel paths unfolding (23:57) How close we are to developing more capable AI systems (31:28) The impact of Moore's Law on technology and society (37:34) Release - Get your first month free at https://release.com/twist (39:03) Alternative perspectives on the pace of AI advancement (43:14) The origins of Eric's positive outlook on AI (47:49) Thought's on AI regulation and choke points * Read LAUNCH Fund 4 Deal Memo & Apply for Funding Great recent interviews: Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland, PrayingForExits, Jenny Lefcourt Check out Jason’s suite of newsletters: https://substack.com/@calacanis * Follow Jason: Twitter: https://twitter.com/jason Instagram: https://www.instagram.com/jason LinkedIn: https://www.linkedin.com/in/jasoncalacanis * Follow TWiST: Substack: https://twistartups.substack.com Twitter: https://twitter.com/TWiStartups YouTube: https://www.youtube.com/thisweekin * Subscribe to the Founder University Podcast: https://www.founder.university/podcast |
May 17, 2023 |
AI girlfriends, memories & recreations + Sam Altman testifies | E1743
01:04:15
Rachel joins Jason to discuss Caryn AI and its rapid rise in popularity before explaining Gen Z everyday uses for AI (1:11). They wrap up by breaking down the Senate hearing regarding AI regulation (49:56). (0:00) Rachel joins Jason (1:11) Rachel breaks down CarynAI (10:33) LinkedIn Jobs - Post your first job for free at https://linkedin.com/twist (11:59) The ethics of Forever Voices and creating digital AI clones (21:25) Notion - Apply for Notion for Startups at https://notion.com/jason (22:40) How Gen Z is using AI, AI-powered filters, and Milli Vanilli (32:01) Hampton - Join Hampton's community of high-growth founders today at https://joinhampton.com/twist (33:20) Jason gives a history lesson, Rupert Murdoch's infamous trial and Snapchat's AI chatbot (49:56) AI Senate hearings FOLLOW Rachel: https://twitter.com/_rachelbraun FOLLOW Jason: https://linktr.ee/calacanis Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1 FOUNDERS! Subscribe to the Founder University podcast: https://podcasts.apple.com/au/podcast/founder-university/id1648407190 |
May 17, 2023 |
Open-source vs. "ClosedAI," demoing new AI tools & more with Sunny Madra & Vinny Lingham | E1742
01:08:26
Sunny and Vinny are back to demo some new AI tools (14:08), discuss open-source vs. "ClosedAI" (38:45), and more! (0:00) Jason kicks off the show (1:31) Jason's trip to the UAE and Abu Dhabi's 30-year investment horizon (12:39) Miro - Sign up for a free account at https://miro.com/startups (14:08) Sunny demos ChatPDF and LLMs' future in the workforce (24:23) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist (25:41) Google's new universal translator (30:11) What is Hugging Face? (37:26) iConnections - Get 20% off iConnections Miami 2024 event at http://iconnections.io/twist (38:45) Open-source vs. "ClosedAI" and the race to build AI hardware (48:28) Comparing Google Bard to ChatGPT (1:01:13) Google's vision for Gmail and AWS's partnership with Hugging Face FOLLOW Vinny: https://twitter.com/VinnyLingham FOLLOW Sunny: https://twitter.com/sundeep FOLLOW Jason: https://linktr.ee/calacanis Links: https://www.semianalysis.com/p/google-we-have-no-moat-and-neither https://www.chatpdf.com https://huggingface.co/espnet/kan-bayashi_ljspeech_vits Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1 FOUNDERS! Subscribe to the Founder University podcast: https://podcasts.apple.com/au/podcast/founder-university/id1648407190 |
May 16, 2023 |
Using AI to revolutionize video game development with Scenario CEO Emmanuel de Maistre | E1741
00:45:55
Emmanuel de Maistre joins Jason to demo Scenario’s AI-powered game asset generator (3:54) before breaking down future applications of Scenario’s technology. Then, Presh gives a presentation on how to build no-code apps (26:41). (0:00) Emmanuel de Maistre joins Jason (1:29) The cost of developing video games (3:54) Emmanuel demos Scenario (11:29) Vanta - Get $1000 off your SOC 2 at https://vanta.com/twist (12:45) Emmanuel demos Scenario continued, and the cost and use cases for this technology (22:49) House of Macadamias - Get 20% off and a free bottle of cold-pressed macadamia oil at https://houseofmacadamias.com/twist by using code TWIST20 (24:20) Addressing artist’s concerns (26:41) Other applications for Scenario’s technology (29:08) Emmanuel’s prior ventures (31:23) Regulating AI (36:50) Crowdbotics - Get a free scoping session for your next big app idea at http://crowdbotics.com/twist (37:59) How to build No-Code apps FOLLOW Emmanuel: https://twitter.com/emmanuel_2m FOLLOW Presh: https://twitter.com/preshdkumar FOLLOW Jason: https://linktr.ee/calacanis Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1 FOUNDERS! Subscribe to the Founder University podcast: https://podcasts.apple.com/au/podcast/founder-university/id1648407190 |
May 12, 2023 |
Building brands and community + influencer marketing that actually works with Dee Murthy | E1740
01:00:36
Dee Murthy joins Jason to discuss the origin of the Group Chat podcast before talking about his new startup, Ghost (1:44). They then delve into fostering a community, staying true to your brand, and more! (30:12) (0:00) Dee Murthy joins Jason (1:44) The Origin of Group Chat podcast (11:32) Embroker - Use code TWIST to get an extra 10% off insurance at https://Embroker.com/twist (13:06) The impact of the Group Chat podcast (18:49) The premise of Ghost (22:57) QuickNode - Get one month free by using code TWIST at https://go.quicknode.com/twist (24:15) Focusing on your customers and raising capital (30:12) Fostering a community (37:26) OpenPhone - Get 20% off your first six months at https://openphone.com/twist (39:00) Understanding your brand’s voice (46:09) Effective influencer marketing (52:01) More on Ghost FOLLOW Dee: https://twitter.com/deemurthy FOLLOW Jason: https://linktr.ee/calacanis Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1 FOUNDERS! Subscribe to the Founder University podcast: https://podcasts.apple.com/au/podcast/founder-university/id1648407190 |
May 11, 2023 |
Reid Hoffman on AI's "crescendo moment," regulation and real-world applications | E1739
01:01:51
Reid Hoffman joins Jason to discuss AI's current "crescendo moment," and its ability to amplify human capabilities (1:50). Then, they discuss AI regulation, real-world use cases, and much more! (25:55) (0:00) Reid Hoffman joins Jason (1:50) AI’s “crescendo moment,” (12:48) Release - Get your first month free at https://release.com/twist (14:20) AI's ability to amplify human capability (24:21) Microsoft for Startups Founders Hub - Apply in 5 minutes for six figures in discounts at http://aka.ms/thisweekinstartups (25:55) Regulating AI (35:35) Veed - Head to https://www.veed.io/pricing?utm_campaign=TWIS&utm_medium=Marketing&utm_source=YouTube and start creating professional-quality videos in minutes! (36:45) The future of AI startups and Inflection AI's mission (44:01) AI's real-world applications (48:20) Compensating creators and real-world uses for AI (57:27) Google's ability to compete in the AI race FOLLOW Reid: https://twitter.com/reidhoffman FOLLOW Jason: https://linktr.ee/calacanis Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1 FOUNDERS! Subscribe to the Founder University podcast: https://podcasts.apple.com/au/podcast/founder-university/id1648407190 |
May 10, 2023 |
Box CEO Aaron Levie breaks down Box AI and generative AI’s impact on business | E1738
01:00:06
Aaron Levie joins Jason to discuss the launch of Box AI (19:13), AI as a platform shift, its potential effects on employment dynamics (25:53), and much more! (00:00) Aaron Levie joins Jason (4:12) Thoughts on the impact and pace of AI (6:54) Aaron's "Aha!" moment (10:02) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/TWIST (11:33) Getting consent to use data from customers (13:50) Creating an AI model for early adopters (19:13) Aaron demos Box AI (24:33) MasterClass - Get up to 35% off for Mother’s Day at https://masterclass.com/startups (25:53) AI making the workforce more efficient (33:29) How AI technology affects morale (36:45) The non-obvious uses of AI (38:24) Hampton - Join the Hampton community today at http://joinhampton.com/twist (39:44) The Writers Guild strike in Hollywood (46:57) Copyright and citations (53:49) The challenges with Crypto FOLLOW Aaron: https://twitter.co/levie FOLLOW Jason: https://linktr.ee/calacanis Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1 FOUNDERS! Subscribe to the Founder University podcast: https://podcasts.apple.com/au/podcast/founder-university/id1648407190 |
May 09, 2023 |
GPT-4 web browsing, plugin demos, AI layoffs + more with Sunny Madra & Vinny Lingham | E1737
00:53:34
Vinny and Sunny join Jason for another AI roundtable to demo ChatGPT’s web browsing capabilities (1:44), discuss AI’s effect on productivity and the workforce (13:53), demo Opus Clip and ChatGPT’s Zillow plugin (33:44), and more! (0:00) Vinny and Sunny join Jason (1:44) GPT-4 web browsing demo (9:10) Inside.com’s AI strategy (12:22) LinkedIn Marketing - Get a $100 LinkedIn ad credit at https://linkedin.com/thisweekinstartups (13:53) AI’s effect on productivity and the workforce (23:36) Hyperice - Get $50 off your order of $150 or more with code TWIST50 at http://hyperice.com/ (25:04) Personal use cases for ChatGPT (30:56) Market Pull (33:44) Opus Clip demo (39:55) Trovata - Use code TWIST at https://trovata.io/twist for 30% off one year of premium features, like AI forecasting (41:08) Synthesia (43:11) Zillow plugin demo (49:51) The future of ChatGPT Plugins FOLLOW Sunny: https://twitter.com/sundeep FOLLOW Vinny: https://twitter.com/vinnylingham FOLLOW Jason: https://linktr.ee/calacanis Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1 FOUNDERS! Subscribe to the Founder University podcast: https://podcasts.apple.com/au/podcast/founder-university/id1648407190 |
May 09, 2023 |
Mining asteroids with AstroForge CEO Matthew Gialich | E1736
00:45:42
AstroForge CEO Matthew Gialich joins Jason to discuss his startup’s lofty goal of mining Platinum Group Metals from asteroids (1:11). They discuss the recent launch of their Brokkr-1 space vehicle, the company’s road map to gather PGMs successfully from space, and SpaceX’s impact on the space industry (5:42). Then, Founder University’s Kelly Schricker gives a presentation on how to set up a fundraising process for your startup (31:51). (0:00) AstroForge’s Matthew Gialich joins Jason (1:11) The purpose of mining asteroids (5:42) Brokkr-1 mission (10:38) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/TWIST (12:09) AstroForge’s roadmap (16:07) Unit economics of hardware-based businesses (17:38) Scaling Virgin Orbit and Virgin Galactic (20:51) Pilot - Get 20% off the first 6 months at https://pilot.com/twist (22:20) The evolution of the space economy (30:43) Crowdbotics - Get a free scoping session for your next big app idea at http://crowdbotics.com/twist (31:51) How to set up a fundraising process FOLLOW Matt: https://twitter.com/MattGialich FOLLOW Kelly: https://twitter.com/KSchricks FOLLOW Jason: https://linktr.ee/calacanis Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1 FOUNDERS! Subscribe to the Founder University podcast: https://podcasts.apple.com/au/podcast/founder-university/id1648407190 |
May 05, 2023 |
Airbnb CEO Brian Chesky on early rejection, customer focus & AI’s future in hospitality | E1735
01:09:23
Airbnb CEO and Co-Founder Brian Chesky joins Jason to tell the story of Airbnb’s early startup struggles (1:29) and discuss how the company has restructured operations to heighten focus on the product and its customers (16:05). They dive into addressing customer complaints, hyper-focused marketing, the AI opportunity for Airbnb, and much more (40:26). (0:00) Airbnb’s Brain Chesky joins Jason (1:29) Brian’s experience with early rejection (14:48) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist (16:05) Airbnb’s company structure and focusing on product first (25:26) Miro - Sign up for a free account at https://miro.com/startups (26:42) Staying focused, getting permission from your customers, and Airbnb’s new updates (38:53) Embroker - Use code TWIST to get an extra 10% off insurance at https://Embroker.com/twist (40:26) Addressing customer complaints and Brian’s philosophy on remote work (49:23) AI’s future in hospitality and Brian’s personal experience with ChatGPT FOLLOW Brian: https://twitter.com/bchesky FOLLOW Jason: https://linktr.ee/calacanis Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1 FOUNDERS! Subscribe to the Founder University podcast: https://podcasts.apple.com/au/podcast/founder-university/id1648407190 |
May 04, 2023 |
Uber earnings + using AI to revolutionize clinical trials w/ Unlearn.AI’s Charles Fisher | E1734
00:50:49
First up, Jason breaks down Uber’s huge Q1 results! (1:21) Then, Unlearn.AI CEO Charles Fisher joins to discuss the advancements his company is making in fast-tracking clinical trials (9:49), how machine learning is used in drug development (16:24), Unlearn’s business model (35:24), and more! (0:00) Jason kicks off the show (1:21) Uber’s Q1 earnings (8:31) QuickNode - Get one month free by using code TWIST at https://go.quicknode.com/twist (9:49) The foundation of Unlearn.AI (12:42) Unlearn.AI’s impact on the clinical trial process (14:24) Criticisms of the current clinical trial model (16:24) ML’s Impact on drug discovery (24:16) CacheFly - Get 10 terabytes free by signing up at https://twist.cachefly.com (25:42) The data used in the medical system today (34:05) Microsoft for Startups Founders Hub - Apply in 5 minutes for six figures in discounts at http://aka.ms/thisweekinstartups (35:24) Unlearn.AI’s business model (40:22) Building a foundational model for health (44:06) The pace of AI today vs. the previous decade (46:35) More on Unlearn.AI’s business model (48:15) Creating foundational datasets in health FOLLOW Charles: https://twitter.com/charleskfisher FOLLOW Jason: https://linktr.ee/calacanis Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1 FOUNDERS! Subscribe to the Founder University podcast: https://podcasts.apple.com/au/podcast/founder-university/id1648407190 |
May 03, 2023 |
BuzzFeed vs Gawker, AI’s impact on the future of media, and more with Semafor’s Ben Smith | E1733
01:00:09
Jason is joined by Semafor Co-Founder and EIC Ben Smith to dive into his new book and explore the current state of media. They break down BuzzFeed vs Gawker, why media unions might not work (29:35), the future of journalism (36:54), and much more! (0:00) Jason kicks off the show (1:55) Semafor's Ben Smith joins Jason (4:27) Ben's career in media (6:19) The previous era of publishing (9:13) The significance of BuzzFeed and Gawker (13:49) LinkedIn Jobs - Post your first job for free at https://linkedin.com/twist (14:53) Gawker's ethos (19:31) The bet on companies like Facebook for media (23:25) BuzzFeed's future (24:51) Vanta - Get $1000 off your SOC 2 at https://vanta.com/twist (26:07) Vice and Vox (29:35) Unions in media (35:34) iConnections - Get 20% off iConnections Miami 2024 event at https://iConnections.io/twist (36:54) The clash between journalism and business (45:34) Broadcast TV and going direct (46:19) What is happening with Fox and CNN (52:48) SBF and Semafor FOLLOW Ben: https://twitter.com/semaforben FOLLOW Jason: https://linktr.ee/calacanis Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1 FOUNDERS! Subscribe to the Founder University podcast: https://podcasts.apple.com/au/podcast/founder-university/id1648407190 |
May 02, 2023 |
Demoing the most innovative new ChatGPT features with Sunny Madra and Vinny Lingham | E1732
01:11:30
Sunny and Vinny are back to break down ChatGPT's latest innovation: the Code Interpreter. They demonstrate its capabilities with two separate datasets on EVs in America and US Bank Failures (10:58) before discussing how platforms like ChatGPT will revolutionize organizational efficiency (31:19). (0:00) Jason kicks off the show (2:06) ChatGPT's new code interpreter (9:24) OpenPhone - Start your free trial and get 20% off at https://openphone.com/twist (10:58) ChatGPT's Code Interpreter example with EV data (23:50) Coda - Get a $1,000 startup credit at https://coda.io/twist (25:13) The global GPU shortage (28:10) ChatGPT's Code Interpreter example with US Bank Failures (31:19) How ChatGPT will change the modern-day organization (38:55) Release - Get your first month free at https://release.com/twist (40:27) Getting more efficient with ChatGPTs new updates (47:53) Web browsing with ChatGPT (56:11) How this technology will enable people (1:04:15) How this has impacted Sunny FOLLOW Sunny: https://twitter.com/sundeep FOLLOW Vinny: https://twitter.com/vinnylingham FOLLOW Jason: https://linktr.ee/calacanis Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1 FOUNDERS! Subscribe to the Founder University podcast: https://podcasts.apple.com/au/podcast/founder-university/id1648407190 OTHER LINKS: https://twitter.com/jbrowder1/status/1652387444904583169?s=20 |
May 01, 2023 |
Big Tech earnings breakdown w/TechCrunch's Alex Wilhelm | E1731
01:16:18
TechCrunch's Alex Wilhelm joins Jason to break down the big tech's Q1 earning reports (0:53). They discuss Google's culture of entitlement, Microsoft's AI momentum, Meta's year of efficiency, how Amazon may be in for a few quarters of pain, and Snap's double-digit drop (21:11). (0:00) Nick kicks off the show (0:53) TechCrunch's Alex Wilhelm joins Jason (1:23) Reflecting on SVB contagion (3:48) First Republic Bank and BuzzFeed's stock (6:16) Uber's profits (8:23) Embroker - Use code TWIST to get an extra 10% off insurance at https://Embroker.com/twist (9:56) The SF boom/bust (14:52) More on BuzzFeed (19:41) Miro - Sign up for a free account at https://miro.com/startups (21:11) Google's earnings (25:28) Google's culture of entitlement (31:40) Integrating ChatGPT into your workflow (35:47) AI innovation in hospitality (38:12) Crowdbotics - Get a free scoping session for your next big app idea at http://crowdbotics.com/twist (39:23) Microsoft's earnings (43:19) Meta earnings (54:29) Amazon's earnings (1:04:08) Snap's earnings (1:11:34) Thoughts on TikTok FOLLOW Alex: https://twitter.com/alex FOLLOW Jason: https://linktr.ee/calacanis Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1 FOUNDERS! Subscribe to the Founder University podcast: https://podcasts.apple.com/au/podcast/founder-university/id1648407190 |
Apr 28, 2023 |
Billy McFarland on Fyre Fest fraud, failure, hacking, & the long road back | E1730
01:04:14
Billy McFarland joins Jason to discuss the lessons he has learned from his Fyre Fest fraud, before discussing the festival’s origin story and what led him to winding up in jail (1:36). This leads to an all-encompassing conversation about Billy’s early days as an entrepreneur, his experience in prison, and if he is a changed man (13:46). (0:00) Jason kicks off the show (1:36) Reflecting on Fyre Festival (6:57) The origin of Billy’s charisma & communication (11:31) Billy’s first experience with computers (12:29) Vanta - Get $1000 off your SOC 2 at https://vanta.com/twist (13:46) Spling (14:40) Billy’s experience in solitary confinement (17:52) The origins of Fyre Festival (25:34) Pilot - Get 20% off the first 6 months at https://pilot.com/twist (27:06) Billy’s behavioral changes (29:02) Fyre Festival ticket sales (30:41) Fyre’s board of directors (36:22) DIY Syndrom (39:28) Hyperice - Get $50 off your order of $150 or more with code TWIST50 at http://hyperice.com/ (40:57) Billy’s early release from prison (43:37) Billy’s prison experience (46:22) The final moments before Fyre Festival (50:44) Can we trust Billy Macfarland 2.0? FOLLOW Billy: https://twitter.com/pyrtbilly FOLLOW Jason: https://linktr.ee/calacanis Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1 FOUNDERS! Subscribe to the Founder University podcast: https://podcasts.apple.com/au/podcast/founder-university/id1648407190 |
Apr 27, 2023 |
AI’s Future: Opportunity, Regulation & Limits with Vinny Lingham & Sunny Madra | E1729
01:14:11
Vinny and Sunny join Jason to discuss the three phases of AI adoption and the emergence of new business models (1:55), which leads to a conversation about Grimes open-sourcing her AI-generated vocals before debating whether the government should regulate AI (24:57). They wrap with a conversation about AI’s technical constraints, OpenAI’s transparency issues, and the future of startups (39:31). (0:00) Show start (1:04) Vinny and Sunny join Jason (1:55) The three phases of AI adoption (11:15) CacheFly - Get 10 terabytes free by signing up at https://twist.cachefly.com (12:41) Building AI applications (18:27) House of Macadamias - Get 20% off your first purchase and a free bottle of cold-pressed macadamia oil at http://houseofmacadamias.com/twist by using code twist20 (19:59) Emerging business models (24:57) Grimes’ approach to AI-generated music (28:31) Notion - Take the first step toward an organized, happier team. Apply for Notion for Startups at https://notion.com/jason. (30:04) Regulating AI (39:31) The technical constraints of AI (45:33) Becoming more efficient with AI (51:16) OpenAI’s lack of transparency (1:01:44) Lessons from Mahalo (1:05:55) The future of startups (1:08:36) Reflecting on the Starship launch FOLLOW Sunny: https://twitter.com/sundeep FOLLOW Vinny: https://twitter.com/vinnylingham FOLLOW Jason: https://linktr.ee/calacanis Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1 FOUNDERS! Subscribe to the Founder University podcast: https://podcasts.apple.com/au/podcast/founder-university/id1648407190 |
Apr 26, 2023 |
Spotify earnings, Grimes takes AI-based music approach + Cafe X CEO Henry Hu | E1728
00:55:06
Jason starts the show by breaking down Spotify’s latest earnings report before discussing pop star Grimes taking to Twitter to announce a new business model for her AI-generated music (1:44). Then, Cafe X CEO Henry Hu joins Jason to discuss their latest equity crowdfund and being resilient, surviving a downturn, and more (18:22). (0:00) Jason kicks off the show (1:44) Spotify Earnings (8:25) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/TWIST (9:56) Grimes takes an AI-based music approach (16:57) LinkedIn Marketing - Get a $100 LinkedIn ad credit at https://linkedin.com/thisweekinstartups (18:22) What is Cafe X? (26:20) Advantages of a robot arm (31:10) Brilliant.org - Get 20% off an annual subscription at http://brilliant.org/twist (32:40) Cafe X’s pivot (38:07) Pricing of the Cafe X system (40:54) Cafe X’s OS (42:42) Raising equity crowdfunding (43:11) Navigating edge issues (45:22) Finding success and Cafe X’s current focus (50:38) Inventing menu items and other use cases FOLLOW Henry: https://twitter.com/supergeek18 FOLLOW Jason: https://linktr.ee/calacanis Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1 FOUNDERS! Subscribe to the Founder University podcast: https://podcasts.apple.com/au/podcast/founder-university/id1648407190 |
Apr 25, 2023 |
Building generative AI for pitch decks with Tome CEO Keith Peiris | E1727
00:59:37
Tome CEO Keith Peiris joins Jason to demo Tome’s AI-powered text-to-presentation platform (10:25). They discuss concerns about the pace of AI and the prevalence of 10x engineers (35:55), before Velocity Growth’s Jen Bryan breaks down how to get started with paid ads (47:19). (0:00) Jason kicks off the show (2:013) Tome CEO Keith Peiris joins Jason (5:27) Creating a pitch deck with Tome (8:48) Microsoft for Startups Founders Hub - Apply in 5 minutes for six figures in discounts at http://aka.ms/thisweekinstartups (10:25) Tome Demo (23:10) Clumio - Start a free backup, or sign up for a demo at https://clumio.com/twist (24:28) Datasets and What the future holds (28:18) Integrating AI elements into Tome's platform (29:51) Deploying capital responsibly (31:53) Acquiring talent (34:36) Mercury - Apply in minutes and get up to $5M in FDIC insurance at https://mercury.com (35:55) Concerns about the pace of AI (44:12) The prevalence of the 10x engineer (47:19) Velocity Growth's Jen Bryan on getting started with paid advertising (48:29) What is advertising? (50:15) Problem / Solution fit (53:12) See competitor ads (54:44) Building custom audiences FOLLOW Keith: https://twitter.com/keithpeiris FOLLOW Jen: https://twitter.com/JenBryan_ FOLLOW Jason: https://linktr.ee/calacanis Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1 FOUNDERS! Subscribe to the Founder University podcast: https://podcasts.apple.com/au/podcast/founder-university/id1648407190 |
Apr 24, 2023 |
SpaceX's Starship launch, Tiger Global's 20% markdown + Ask Jason! | E1726
00:46:32
Jason recaps SpaceX's Starship rocket launch (2:06) and discusses BuzzFeed's 15% RIF and Fox News settling its Dominion Voting Systems lawsuit (9:11). He also covers Reddit's announcement to charge large AI companies for data and Tiger Global's $12.7B fund markdown (19:40). The show ends with another edition of Ask Jason (34:41). (0:00) Jason kicks off the show (2:06) Recapping Jason's experience at Space X's Starship launch (7:52) Pilot - Get 20% off the first 6 months at https://pilot.com/twist (9:11) BuzzFeed's 15% RIF (14:07) Fox News settled with Dominion Voting Systems (18:20) Issuu - Sign up for free or get 50% off an annual premium account by using promo code twist at https://issuu.com/podcast (19:40) Reddit to charge AI companies for its data (27:50) Tiger Global's 20% markdown (33:13) Linode - Apply to Linode's Rise program for a $500 credit and up to six figures in discounts at https://linode.com/twist (34:41) Ask Jason! FOLLOW Jason: https://linktr.ee/calacanis Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1 FOUNDERS! Subscribe to the Founder University podcast: https://podcasts.apple.com/au/podcast/founder-university/id1648407190 |
Apr 21, 2023 |
Startup pitch competition: Jason invests $25K | E1725
01:02:02
Jason hosts another pitch competition featuring two startups from our Founder University program! Apply for Founder University: https://course.founder.university (0:00) Jason kicks off the show (3:35) Jason and Presh describe who Founder University is for (8:35) Vanta - Get $1000 off your SOC 2 at https://vanta.com/twist (9:52) Alexandra Bellensweig pitches HumHum (22:15) Presh's thoughts on HumHum (26:47) CacheFly - Get 10 terabytes free by signing up at https://twist.cachefly.com (28:13) Russell Palmer pitches Cyberfilm (37:41) QuickNode - Get one month free by using code TWIST at https://go.quicknode.com/twist (38:56) Creating fantastic branding (47:41) Deliberations (59:43) Jason picks a company (50:43) Q&A with Jason and Presh FOLLOW Presh: https://twitter.com/preshdkumar FOLLOW Jason: https://linktr.ee/calacanis Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1 FOUNDERS! Subscribe to the Founder University podcast: https://podcasts.apple.com/au/podcast/founder-university/id1648407190 |
Apr 20, 2023 |
Building the future of VFX and video editing with Runway CEO Cristóbal Valenzuela | E1724
01:02:09
Runway CEO Cristóbal Valenzuela joins Jason to discuss their suite of generative AI video editing tools (3:03), Runway's AI Film Festival and the rapid evolution of filmmaking (22:21), Runway's ability to lower the barrier to entry for aspiring filmmakers (36:05), and more! (0:00) Jason kicks off the show (3:03) What is Runway? (6:39) Runway's text-to-video demo (11:08) Clumio - Start a free backup, or sign up for a demo at https://clumio.com/twist (12:08) Latent Diffusion paper (16:30) The Late Show With Stephen Colbert (20:51) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/TWIST (22:21) Runway's AI Film Festival (29:08) The rapid evolution of filmmaking (31:59) Favorite directors and films (36:05) Lowering the barrier of entry to filmmaking (41:20) Microsoft for Startups Founders Hub - Apply in 5 minutes for six figures in discounts at http://aka.ms/thisweekinstartups (42:51) Driving costs of filmmaking to zero (44:57) Training Runway's data set & Fan Fiction (52:07) Runway's generative capabilities (54:30) Safety concerns (58:20) The challenges of operating Runway FOLLOW Cristóbal: https://twitter.com/c_valenzuelab FOLLOW Jason: https://linktr.ee/calacanis Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1 FOUNDERS! Subscribe to the Founder University podcast: https://podcasts.apple.com/au/podcast/founder-university/id1648407190 |
Apr 19, 2023 |
Google’s search engine “panic,” AI-generated hits, Coinbase considers leaving US market | E1723
00:57:46
Rachel is back to help Jason break down the news! First, they cover Google reportedly “panicking” over Samsung potentially switching to Bing as its device-default search engine, how Google can beat OpenAI/Microsoft,” and Project Magi” (1:43). Then, they discuss some recent AI-generated viral hits and what it means for the future of the music industry (21:48) before wrapping up on the possibility that Brian Armstrong may relocate Coinbase outside of the US (49:25). (0:00) Jason and Rachel tee up today’s topics (1:43) Samsung’s possible switch to Bing (10:08) LinkedIn Jobs - Post your first job for free at https://linkedin.com/twist (11:30) Google’s effort to catch OpenAI (13:24) Google’s Project Magi (20:20) Merge - Integrate up to 3 customers for free today at https://merge.dev/twist (21:48) AI-generated hits: Heart on My Sleeve (33:16) Mercury - Apply in minutes and get up to $5M in FDIC insurance at https://mercury.com (34:45) Real Kanye or Fake Kanye (40:41) AI Jason and a special guest (49:25) Coinbase considers leaving the US market FOLLOW Rachel: https://twitter.com/_rachelbraun FOLLOW Jason: https://linktr.ee/calacanis Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1 FOUNDERS! Subscribe to the Founder University podcast: https://podcasts.apple.com/au/podcast/founder-university/id1648407190 |
Apr 18, 2023 |
Uizard’s Tony Beltramelli on text-to-UI & PMF + building a Notion CRM w/ Kelly Schricker | E1722
01:04:40
Uizard CEO Tony Beltramelli joins Jason to demo Uizard’s AI-powered UI designer (6:01) and discusses how he iterated on Uizard’s product-market fit and the competition it faces (21:20). Then, Kelly Schricker from Founder University breaks down how to choose a CRM and how to build one yourself in Notion (42:54)! (0:00) Jason kicks off the show (2:21) CEO of Uizard, Tony Beltramelli, joins Jason (6:01) Tony demos Uizard’s text-to-UI platform (13:52) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist (15:09) Uizard’s target market (21:20) Attaining product market fit (29:25) Embroker - Use code TWIST to get an extra 10% off insurance at https://Embroker.com/twist (30:56z) Uizard’s competition (35:03) GPT4’s impact (37:52) First impressions of Google’s Bard (40:32) Trovata - Go to https://trovata.io/TWIST/ and use code TWIST for 30% off premium features for one year (42:54) Choosing a CRM (48:18) Understanding how to set up a CRM (54:18) Demo of a CRM in Notion (58:48) CRM management (1:00:35) Top 4 failures when implementing a CRM FOLLOW Tony: https://twitter.com/tbeltramelli FOLLOW Kelly: https://twitter.com/kschricks FOLLOW Jason: https://linktr.ee/calacanis Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1 FOUNDERS! Subscribe to the Founder University podcast: https://podcasts.apple.com/au/podcast/founder-university/id1648407190 |
Apr 17, 2023 |
Hyfe’s Joe Brew on using AI to quantify coughs + Presh on generating content with ChatGPT | E1721
00:56:37
Hyfe CEO Joe Brew joins Jason to discuss quantifying cough to prevent the spread of disease. They break down how Hyfe’s technology works (2:48), how his company diagnoses diseases via audio and qualifying health data (14:47), before Presh joins to demonstrate how to easily create business content for your startup with ChatGPT (40:16). (0:00) Jason kicks off the show (2:48) How does Hyfe work? (9:03) Notion - Sign up for FREE at https://notion.com/jason (10:32) Acoustic AI and its potential (14:57) What is a cough, and why do they happen? (17:17) Chronic Cough (21:06) Hyperice - Get $50 off your order of $150 or more with code TWIST50 at https://hyperice.com/ (22:34) Managing a cough (25:18) Diagnosing other diseases through audio (31:56) Licensing the technology and pandemic prevention (38:47) Mayfair - Get 4.35% APY on your cash and increase your FDIC insurance coverage at https://getmayfair.com/twist (40:16) Quantifying health data (43:45) Generating ideas from existing content using ChatGPT (49:45) Using Chat-GPT for your product or service from scratch (53:51) Creating micro-content with Chat-GPT FOLLOW Joe: https://twitter.com/joethebrew FOLLOW Presh: https://twitter.com/preshdkumar FOLLOW Jason: https://linktr.ee/calacanis Subscribe to Founder University https://www.founder.university/podcast https://www.youtube.com/channel/UC8bLXgWx7dTGcA9kssYDjdw?sub_confirmation=1 https://open.spotify.com/show/1p39ZzpP0ZcUCcEX293y3j https://podcasts.apple.com/ca/podcast/founder-university/id1648407190 Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1 |
Apr 14, 2023 |
The rise of AutoGPTs and AI anxieties with Sunny Madra and Vinny Lingham | E1720
01:21:58
Vinny and Sunny join Jason to discuss AI’s blistering pace and compare its development to other product launches (2:47). They also break down the anxiety artists and developers feel from AI automation (14:47), the rise of AutoGPTs, Twitter’s reported LLM project, and more (37:01). (0:00) Jason kicks off the show (2:47) The blistering pace of AI (9:44) Developer builds Flappy Bird in 1-hour (11:24) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/TWIST (12:53) Developers leveraging gains in AI (14:47) Ai anxiety (23:55) Instacart’s ChatGPT plugin (26:06) Preserving your advantage against AI (29:10) Vanta - Get $1000 off your SOC 2 at https://vanta.com/twist (30:14) AI artists (35:54) Crowdbotics - Get a free scoping session for your next big app idea at http://crowdbotics.com/twist (37:01) Automating with AutoGPT (47:09) LLMs vs. Knowledge retrieval systems (57:06) Is Google’s Bard behind? (1:02:42) Twitter’s alleged generative AI project (1:08:30) Ethereum and Bitcoin updates FOLLOW Sunny: https://twitter.com/sundeep FOLLOW Vinny: https://twitter.com/VinnyLingham FOLLOW Jason: https://linktr.ee/calacanis Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1 FOUNDERS! Subscribe to the Founder University podcast: https://podcasts.apple.com/au/podcast/founder-university/id1648407190 |
Apr 13, 2023 |
Copy.ai CEO Paul Yacoubian on keeping up with GPT’s rapid evolution & AI’s potential impact | E1719
01:11:33
Copy.ai Founder Paul Yacoubian joins Jason to break down the evolution and progress that OpenAI has made with its GPT LLMs (2:38) before discussing the radical shifts that AI will cause across most industries (20:46). They end the show with a demo of Copy.ai and the legal issues surrounding training datasets (48:54). (0:00) Jason kicks off the show (2:38) The evolution of GPT-2 to GPT-3 (8:16) Mercury - Apply in minutes and get up to $5M in FDIC insurance at https://mercury.com (9:45) How GPT summarizes work (13:39) Working with GPT-4 (19:14) Microsoft for Startups Founders Hub - Apply in 5 minutes for six figures in discounts at http://aka.ms/thisweekinstartups (20:46) Radical shifts in AI (29:59) Accepting AI (36:59) Mayfair - Get 4.35% APY on your cash and increase your FDIC insurance coverage at https://getmayfair.com/twist (38:29) Working systems with ChatGPT (45:20) Who wins between Google and OpenAI (48:54) Copy.ai demo (52:38) Licensing of the underlying data (57:10) The demand for hardware when developing AI (59:53) More on Copy.ai FOLLOW Paul: https://twitter.com/paulyacoubian FOLLOW Jason: https://linktr.ee/calacanis Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1 FOUNDERS! Subscribe to the Founder University podcast: https://podcasts.apple.com/au/podcast/founder-university/id1648407190 |
Apr 12, 2023 |
Stanford & Google’s Westworld-like AI experiment, BloombergGPT, SF CRE collapse | E1718
00:51:48
Jason breaks down an AI experiment conducted by Google and Stanford researchers, where they created a simulated Sims-like video game with characters driven by AI (2:27). Then, he discusses Bloomberg announcing its own financially-focused LLM and what it means for analysts (21:58). He wraps with two quick hits about San Francisco’s dire commercial real estate situation and the collapse of an instant delivery startup (37:51). (0:00) Jason kicks off the show (2:27) Stanford and Google paper "Generative Agents: Interactive Simulacra of Human Behavior" (10:10) LinkedIn Marketing - Get a $100 LinkedIn ad credit at https://linkedin.com/thisweekinstartups (11:38) Prompting the agents and programming AI (20:28) Pilot - Get 20% off the first 6 months at https://pilot.com/twist (21:58) Bloomberg releases BloombergGPT (32:35) House of Macadamias - Get 20% off at https://houseofmacadamias.com/twist by using code TWIST20 (34:03) The future for financial analysts (37:51) San Francisco's commercial real estate debacle (47:03) MilkRun shuts down FOLLOW Jason: https://linktr.ee/calacanis Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1 FOUNDERS! Subscribe to the Founder University podcast: https://podcasts.apple.com/au/podcast/founder-university/id1648407190 |
Apr 11, 2023 |
PrayingForExits on the state of VC, ZIRP fraudsters, revolutionary product launches & more | E1717
01:26:23
The man behind the anonymous accounts “prayingforexits” on Instagram and “@mrexits” on Twitter joins Jason for a jam-packed episode. Topics covered: what founders can learn from Logan Roy (2:29), what recent ZIRP fraudsters have in common (21:39), where GPT-4 ranks in terms of revolutionary product launches (31:28), AI’s impact moving forward, the state of VC (1:02:29), and so much more! (0:00) Jason kicks off the show (2:29) Succession, Logan Roy’s mentality & winning (9:22) Purpose-driven CEOS (20:07) Orgspace - Get $2000 in credits at http://orgspace.io/twist (21:39) ZIRP fraudsters (29:56) Issuu - Sign up for free or get 50% off an annual premium account by using promo code twist at https://issuu.com/podcast (31:28) Revolutionary product launches (42:24) Brilliant.org - Get 20% off an annual subscription at http://brilliant.org/twist (43:52) AI’s impact moving forward (1:02:29) The state of VC (1:18:51) Mayor Jason FOLLOW PrayingForExits: https://twitter.com/mrexits FOLLOW Jason: https://linktr.ee/calacanis Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1 FOUNDERS! Subscribe to the Founder University podcast: https://podcasts.apple.com/au/podcast/founder-university/id1648407190 |
Apr 11, 2023 |
YC demo day valuation tensions, how VCs can find gems, Substack's performance & more | E1716
00:47:06
Jason breaks down the valuation tension surrounding YC demo days (2:36), how to get better prices on YC-equivalent startups (8:59), Garry Tan's response to complaints (15:18), and more! Then, Jason reacts to a law firm's leaked expectations list that went viral (29:29) before wrapping with some thoughts about Substack (41:59). (0:00) Jason tees up Friday's topics! (2:36) Understanding the valuation tension of YC's demo day; why some investors resent YC (8:59) Jason's three ways to avoid overpaying for YC startups (13:56) Embroker - Use code TWIST to get an extra 10% off insurance at https://Embroker.com/twist (15:18) Garry Tan's response to demo day valuation complaints; Harry Stebbings and Garry Tan's back and forth on valuations/expectations (24:07) Linode - Apply to Linode's Rise program for a $500 credit and up to six figures in discounts at https://linode.com/twist (25:34) How startups that got accepted into YC can cold email top VCs to raise pre-demo day (29:29) Jason reacts to a law firm's leaked expectations list that went viral (36:13) QuickNode - Get one month free by using code TWIST at https://go.quicknode.com/twist (37:25) Reactions to the viral expectations list (41:59) Substack publishes 2021 gross revenue, net loss, and cash on hand and Jason breaks down the company's position Email your pitch deck to yc@launch.co if you were rejected by YC and want to meet with the LAUNCH team! Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1 |
Apr 07, 2023 |
Satya Patel on the state of VC, flexible investing frameworks & converting to evergreen | E1715
01:27:33
Satya Patel joins Jason to discuss the economics of being a self-funded GP and the structure of their fund (6:51). Then, they have an all-encompassing discussion about the challenges of running Google today, the state of VC, and much more (15:44). Before wrapping, they discuss their investing frameworks and when and when they will not break them (43:29). (0:00) Nick kicks off the show (1:21) Satya's early days a Google (6:51) The economics of being a solo GP (9:29) Mercury - Apply in minutes and get up to $5M in FDIC insurance at https://mercury.com (10:58) The structure of a fund (15:44) The challenges of running Google today (17:51) The evolution of chat-based search (22:55) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/TWIST (24:25) The balkanization of AI data (29:55) The pace of AI and the harsh reality of the private sector (38:11) Clumio - Start a free backup, or sign up for a demo at https://clumio.com/twist (39:28) Saying "no" to external funds (43:29) Flexible Frameworks (58:05) Founder Archetypes (1:01:38) Being "founder friendly" and the importance of board meetings (1:14:09) Screendoor (1:22:25) Satya's thoughts on SVB FOLLOW Satya: https://twitter.com/satyap FOLLOW Jason: https://linktr.ee/calacanis Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1 FOUNDERS! Subscribe to the Founder University podcast: https://podcasts.apple.com/au/podcast/founder-university/id1648407190 |
Apr 06, 2023 |
Startup pitch competition: Jason invests $25K | E1714
00:58:55
Jason hosts another pitch competition featuring three startups from our Founder University program! Apply for Founder University: https://course.founder.university (0:00) Nick kicks off the show (1:07) Introducing Founder University (7:14) Pitch 01: Xinyue Ma of Sticker (11:56) Vanta - Get $1000 off your SOC 2 at https://vanta.com/twist (13:00) Jason’s feedback for Sticker (15:07) Pitch 02: Joseph Homsy of Outmost (17:11) Jason’s feedback for Outmost (23:14) LinkedIn Jobs - Post your first job for free at https://linkedin.com/twist (24:40) Pitch 03: Cam Richardson of PaySquad (26:55) Jason’s feedback for PaySquad (29:45) Ranking the pitches (35:20) Mayfair - Get 4% APY on your idle cash automatically at https://getmayfair.com/twist (36:50) The importance of product velocity (39:41) Final thoughts on Sticker (42:23) Final thoughts on Outmost (44:26) Final thoughts on PaySquad (46:04) Jason invests $25k in… (47:39) Q&A with Jason FOLLOW Kelly: https://twitter.com/KSchricks FOLLOW Jason: https://linktr.ee/calacanis Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1 FOUNDERS! Subscribe to the Founder University podcast: https://podcasts.apple.com/au/podcast/founder-university/id1648407190 |
Apr 05, 2023 |
Saudi Arabia discloses LP positions & SEC charges Frank founder with fraud | E1713
00:47:00
First up, Jason touches on Saudi Arabia’s Public Investment Fund disclosing which VC firms it has made LP investments in (2:48), which leads to him pondering the human rights issues and if founders care where their money comes from (18:52). Jason caps off the show by breaking down the SEC’s charges against Frank founder Charlie Javice for allegedly closing a $175M acquisition based on over 4M fake user accounts (30:18). (0:00) Jason kicks off today’s show (2:48) Saudi Arabia discloses LP positions (8:24) MasterClass - Get 15% off an annual membership at https://masterclass.com/startups (9:52) Why is Saudi Arabia diversifying? (17:21) Miro - Sign up for a free account at https://miro.com/startups (18:52) Founders’ thoughts on where their funding comes from (21:26) Jason’s passion for human rights (29:01) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist (30:18) Frank founder charged with fraud (33:03) Be clear about your customers (34:35) Allegations against Charlie Javice (47:00) Lessons for founders (44:56) Ivy League convicts LINKS: Sanabil Investments LP Disclosure document https://www.sanabil.com/en/our-partners/ FOLLOW Jason: https://linktr.ee/calacanis Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1 FOUNDERS! Subscribe to the Founder University podcast: https://podcasts.apple.com/au/podcast/founder-university/id1648407190 |
Apr 04, 2023 |
Trump, Saudi, & Adam Neumann’s obsession with cities + BioFluff CEO Martin Stübler | E1712
01:06:54
Jason kicks off the show by breaking down clips from a recent conversation between Marc Andreessen, Ben Horowitz, and Adam Neumann about Saudi Arabia’s promising startup scene (2:44). This leads to Jason diving into new city concepts and Trump’s presidential campaign (13:01). Then, BioFluff CEO Martin Stübler joins the show to discuss his sustainable fashion alternative (30:44). (0:00) Jason kicks off the show (2:44) Saudi Arabia’s promising startup scene (11:31) Coda - The All-in-one doc for teams, sign up for free at https://coda.io/twist (13:01) Creating cities and societies (18:21) Trump-topia (23:33) Mercury - Apply in minutes and get up to $5M in FDIC insurance at https://mercury.com (25:02) Trump’s presidential campaign (29:16) Revelo - Get 20% off the first 3 months by mentioning TWIST at https://revelo.io/twist (30:44) BioFluff CEO Martin Stübler on developing plant-based fur FOLLOW Martin: https://twitter.com/MartinStubler FOLLOW Jason: https://linktr.ee/calacanis Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1 FOUNDERS! Subscribe to the Founder University podcast: https://podcasts.apple.com/au/podcast/founder-university/id1648407190 |
Apr 03, 2023 |
Stephen Wolfram on AI’s rapid progress & the “Post-Knowledge Work Era” | E1711
01:27:05
Stephen Wolfram of Wolfram Research joins Jason for an all-encompassing conversation about AI, from the history of neural nets (7:53) to how modern ai emulates the human brain (19:33). This leads to an in-depth discussion about the pace at which AI is evolving (43:46), The “Post-Knowledge Work” era (58:45), the unintended consequences of AI (1:03:52), and so much more. (0:00) Nick kicks off the show (1:24) Under the hood of ChatGPT (7:53) What is a neural net? (10:05) Cast.ai - Get a free cloud cost audit with a personal consultation at https://cast.ai/twist (11:33) Determining values and weights in a neural net (18:28) Vanta - Get $1000 off your SOC 2 at https://vanta.com/twist (19:33) Emulating the human brain (23:26) Defining computational irreducibility (26:14) Emergent behavior and the rules of language (31:49) Discovering logic + creating a computational language (38:10) Clumio - Start a free backup, or sign up for a demo at https://clumio.com/twist (39:38) Wolfram’s ChatGPT plugin (43:46) The rapid pace of AI (58:45) The “Post-Knowledge Work” era (1:03:52) The unintended consequences of AI (1:11:45) Rewarding innovation (1:16:12) The possibility of AGI (1:20:07) Creating a general-purpose robotic system FOLLOW Stephen: https://twitter.com/stephen_wolfram FOLLOW Jason: https://linktr.ee/calacanis Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1 FOUNDERS! Subscribe to the Founder University podcast: https://podcasts.apple.com/au/podcast/founder-university/id1648407190 |
Mar 31, 2023 |
Crypto’s de-platforming and the balkanization of AI with Vinny Lingham | E1710
01:03:00
Vinny Lingham joins Jason to break down the state of crypto’s de-platforming by the US government. They discuss recent happenings with Coinbase (2:13), Balaji’s Bitcoin bet (20:00), Binance (38:23), SBF (44:07), and more! Then, they wrap with a discussion about the coming balkanization of AI (52:54). (0:00) Jason tees up today’s topics (2:13) Coinbase’s Wells notice & the state of crypto (8:08) Pilot - Get 20% off the first 6 months at https://pilot.com/twist (9:36) Clarity within the crypto industry (15:06) The future of Bitcoin in the US (18:29) Orgspace - Get $2000 in credits at http://orgspace.io/twist (20:00) Balaji’s bet and hyperinflation (25:50) A debate on whether to short Coinbase (36:52) Issuu - Sign up for free or get 50% off an annual premium account by using promo code twist at https://issuu.com/podcast (38:23) CFTC sues Binance (44:07) SBF’s indictment (49:00) Why is the government clamping down on crypto? (52:54) The balkanization of AI FOLLOW Vinny: https://twitter.com/vinnylingham FOLLOW Jason: https://linktr.ee/calacanis Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1 FOUNDERS! Subscribe to the Founder University podcast: https://podcasts.apple.com/au/podcast/founder-university/id1648407190 |
Mar 30, 2023 |
Startup pitch competition: Jason invests $25K live! | E1709
00:49:29
Jason hosts another pitch competition featuring three startups from our Founder University program! Apply for Founder University: https://course.founder.university (0:00) Jason kicks off the show (1:58) Kelly and Presh discuss reactions from the Founder University community (6:47) Presentation 1: Kevin O'Connell, Founder and CEO of Kapsule (12:08) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/TWIST (13:38) Presentation 2: Julien Hoachuck, Founder of ArkiTask (19:48) Embroker - Use code TWIST to get an extra 10% off insurance at https://Embroker.com/twist (21:10) Presentation 3: David Axelrod, Founder of Open Insure (32:07) CacheFly - Get 10 terabytes free by signing up at https://twist.cachefly.com (33:28) Deliberations (37:36) Jason's thoughts on the three companies (41:13) Key takeaways from Founder University (46:22) How to learn more about Founder University FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Presh: https://twitter.com/preshdkumar FOLLOW Kelly: https://twitter.com/KSchricks Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1 FOUNDERS! Subscribe to the Founder University podcast: https://podcasts.apple.com/au/podcast/founder-university/id1648407190 |
Mar 29, 2023 |
Alibaba's six-way split, Disney cuts its metaverse team, Substack's raise & more | E1708
01:27:34
Producer Rachel joins Jason to break down the latest tech news. They cover AOC's arguments against banning TikTok (2:29), Alibaba's six-way split (18:43), Disney's metaverse cuts (28:17), Substack's equity crowdfunding (39:16), Lyft's precarious position, and more! (55:09) Then, Jason breaks down the case for shorting Coinbase. (1:12:14) (0:00) Jason kicks off the show (2:29) Reacting to AOC's arguments to not ban TikTok (13:39) LMNT - Get a free sample pack with any purchase at http://drinklmnt.com/TWIST (15:09) The CCP’s interest in TikTok (18:43) Alibaba's six-way split (26:49) Mercury - Banking built for startups. See more at https://mercury.com/twist (28:17) Disney sunsetting its Metaverse division (38:09) Crowdbotics - Get a free scoping session for your next big app idea at http://crowdbotics.com/twist (39:16) Substack's equity crowdfunding (55:09) Lyft's precarious position (1:04:18) Twitter shutters legacy verification badges (1:12:14) Laying out the Coinbase short argument FOLLOW Rachel: https://twitter.com/_rachelbraun FOLLOW Nick: https://twitter.com/nickcalacanis FOLLOW Jason: https://linktr.ee/calacanis Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1 FOUNDERS! Subscribe to the Founder University podcast: https://podcasts.apple.com/au/podcast/founder-university/id1648407190 |
Mar 29, 2023 |
First Citizens acquires SVB, the daunting reality of AI & Refiberd CEO Sarika Bajaj | E1707
01:02:07
Jason starts the show by discussing First Citizens acquiring SVB’s assets (2:03) before diving into a Reddit post detailing how generative AI changed a 3D artist’s job overnight (9:09). Jason wraps by interviewing Sarika Bajaj, the CEO, and Co-founder of Refiberd, as she dives into the reality of the recycling process, how they are using spectroscopy to recycle textiles, and more (20:28)! (0:00) Jason kicks off the show (2:03) A breakdown of First Citizens’ purchase of SVB (8:05) Vanta - Get $1000 off your SOC 2 at https://vanta.com/twist (9:09) Reddit Post: A radical change for 3D artists (18:59) LinkedIn Marketing - Get a $100 LinkedIn ad credit at https://linkedin.com/thisweekinstartups (20:28) Sarika Bajaj, CEO of Refiberd joins Jason (21:00) What happens to our textiles? (25:20) Refiberd’s solution (30:31) Solving for inefficiencies in the recycling process (38:05) Brilliant.org - Get 20% off an annual subscription at http://brilliant.org/twist (39:33) The state of recycling today (49:23) Raising capital in today’s market (54:25) Navigating gate SVB collapse FOLLOW Sarika: https://refiberd.com/ FOLLOW Jason: https://linktr.ee/calacanis Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1 FOUNDERS! Subscribe to the Founder University podcast: https://podcasts.apple.com/au/podcast/founder-university/id1648407190 |
Mar 27, 2023 |
Acquired’s Ben Gilbert & David Rosenthal on private markets, ZIRP impact, future of Amazon | E1706
01:31:26
Acquired co-hosts Ben and David are BACK to discuss the state of the VC market and YC shutting down its Continuity Fund (6:20) before diving into industries that benefitted from ZIRP (26:35). They also break down which social apps they want to own and why (45:29). Then, Ben and Jason wrap up the show by discussing the future of Amazon and Starfish Space, a new space startup (1:11:48) (0:00) Nick tees up today’s topics (1:36) David’s time at Stanford (6:20) Ben’s private market snapshot (8:49) Microsoft for Startups Founders Hub - Apply in 5 minutes for six figures in discounts at http://aka.ms/thisweekinstartups (10:19) David’s private market snapshot (16:19) Reacting to YC closing down its Continuity Fund (25:35) QuickNode - Go to http://quicknode.com/ and use the code TWIST for a free month on their feature-packed Build Plan (26:35) Industries that benefitted from ZIRP (35:08) House of Macadamias - Get 20% off at https://houseofmacadamias.com/twist by using code TWIST20 (36:36) How compelling is AI? (45:29) Owning either Instagram, Linked In, or YouTube (48:15) Rational and Wildcard: Who is likely to acquire TikTok? (53:44) Twitter product development (1:00:51) Reclaiming lost time (1:11:48) The future of Amazon (1:19:57) Apple to spend $1B on producing theatrical releases + Project Titan (1:25:21) SOTD: Keeping satellites on course with Starfish Space FOLLOW Ben: https://twitter.com/gilbert FOLLOW David: https://twitter.com/djrosent FOLLOW Jason: https://linktr.ee/calacanis Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1 FOUNDERS! Subscribe to the Founder University podcast: https://podcasts.apple.com/au/podcast/founder-university/id1648407190 |
Mar 24, 2023 |
TikTok CEO grilled in front of Congress, Coinbase's Wells Notice & Do Kwon arrested | E1705
00:41:36
Jason kicks off today's episode by reacting to TikTok CEO Shou Zi Chew's testimony in front of Congress (1:41) before delving into the news that Coinbase was served a Wells notice by the SEC (22:57). Then, he discusses the reports that Do Kwon has been arrested in Montenegro (32:35) before wrapping up with more information on China and TikTok (35:44). (0:00) Jason kicks off the show (1:41) Jason reacts to Shou Zi Chew's testimony in front of Congress (6:14) China's use of private companies to manipulate its population (11:02) Linode - Apply to Linode's Rise program for up to six figures in discounts at https://linode.com/twist (12:29) TikTok's ability to influence our youth (16:48) Chinese espionage (21:27) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist (22:57) SEC serves Coinbase a Wells Notice (31:19) Clumio - Visit https://clumio.com/twist to start a free backup or sign up for a demo (32:35) Do Kwon arrested in Montenegro (35:44) More information on China and TikTok FOLLOW Jason: https://linktr.ee/calacanis Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1 FOUNDERS! Subscribe to the Founder University podcast: https://podcasts.apple.com/au/podcast/founder-university/id1648407190 |
Mar 23, 2023 |
ANGEL: Freestyle’s Jenny Lefcourt on nailing non-consensus bets and avoiding hype | E1704
01:11:20
Jenny Lefcourt of Freestyle VC joins Jason for an insightful conversation. They delve into the mission of All Raise and the importance of diversity in venture capital (2:04). Jenny shares her thoughts on embracing non-consensus bets and her experiences investing in Narvar and Discord (20:04). Additionally, they discuss the value of strategy meetings in comparison to traditional board meetings (59:10). (0:00) Jason kicks off the show (2:04) Co-Founding All Raise: Promoting Diversity in Venture Capital (9:53) Prenuvo - Save $300 on Full Body Scans at http://prenuvo.com/twist (11:23) Biases Towards Certain Business Models (15:05) Identifying and Avoiding Unsuccessful Business Models (18:54) LinkedIn Jobs - Post Your First Job for Free at https://linkedIn.com/angel (20:04) Embracing Non-Consensus Bets (22:53) Jenny’s Investment in Narvar (28:16) Understanding the Economics of a Seed Fund (35:14) Comparing Hype: Generative AI versus Web 3.0 (40:47) Miro - Collaborate with Unlimited Team Members for Free at https://miro.com/startups/ (42:28) Insights from Jenny's Investment in Discord (47:05) Attaining Product-Market Fit and Making a Significant Impact (56:56) Exiting Deals: When to Move On (59:10) Strategy Meetings Compared to Board Meetings (1:04:04) Jenny's Ideal Timeline for Committing to Investments FOLLOW Jenny: https://twitter.com/jennylefcourt FOLLOW Jason: https://linktr.ee/calacanis Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1 FOUNDERS! Subscribe to the Founder University podcast: https://podcasts.apple.com/au/podcast/founder-university/id1648407190 |
Mar 22, 2023 |
Startup pitch competition! Jason invests $25K into one of four founders | E1703
00:56:52
Today on the podcast, we have a new format for you! Jason will hear four pitches from Founder University participants and choose ONE startup to invest $25K in! (1:45) (0:00) Jason kicks off the show and explains the pitch format! (1:45) Jason brings on Presh and Kelly to explain the fundamentals of Founder University and introduces today's pitches! (13:44) Squarespace - Use code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/TWIST (16:18) George Lam pitches Fantastic Funding (21:18) Naman Dwivedi pitches Promptify (25:59) Pilot - Go to https://pilot.com/twist for 20% off your first 6 months (27:30) Phil Boucher pitches OpenSpot (34:00) Matt Edminster pitches Renegade Labs (39:22) Fennel - Join the waitlist and get your first month free at http://fennel.com/twist (40:35) Kelly and Presh's pick for best return for LPs (45:33) The live audience votes! (50:22) What Founder University meant to these Founders (53:39) Jason makes his decision on who will receive $25K Check out the startups!: https://fantasticfunding.com https://www.promptify.ai https://www.findopenspot.com https://www.renegadelabs.io FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Presh: https://twitter.com/preshdkumar FOLLOW Kelly: https://twitter.com/KSchricks |
Mar 21, 2023 |
Balaji’s $1M Bitcoin bet, banking crisis update, OpenAI launches GPT-4, and Jay Trading! | E1702
01:07:22
Rachel Reporting joins Jason to read the news! First, they give an update on the banking crisis and how it’s impacting startups (1:34). Then, they cover Balaji’s huge Bitcoin bet and his predictions for the future (14:17) before breaking down OpenAI’s launch of GPT-4 (35:07). Finally, Jason wraps up with some Jay Trading updates (57:28)! (0:00) Jason kicks off the show (1:34) Banking crisis update & how it affects startups (10:11) Embroker - Use code TWIST to get an extra 10% off insurance at https://Embroker.com/twist (11:14) Best practices for banking (14:17) Balaji’s huge Bitcoin bet (22:18) LinkedIn Jobs - Post your first job for free at https://linkedin.com/twist (23:42) Balaji’s predictions for the future (32:41) Ray Dalio’s The Changing World Order (33:46) CacheFly - Get 10 Terabyte free forever if you signup at http://twist.cachefly.com (35:07) A breakdown of OpenAI’s launch of GPT-4 (57:28) Jay Trade update FOLLOW Rachel: https://twitter.com/_rachelbraun FOLLOW Jason: https://linktr.ee/calacanis Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1 FOUNDERS! Subscribe to the Founder University podcast: https://podcasts.apple.com/au/podcast/founder-university/id1648407190 |
Mar 20, 2023 |
ANGEL: Laurie Yoler on investing early in Tesla, strategic partnerships, and her VC career | E1701
00:58:36
Molly is joined by Laurie Yoler as they dive into her early experiences in VC before discussing how she became the first investor in Tesla (1:45). Next, Laurie talks about her time at Qualcomm and Playground then they wrap with a discussion about AI and how Laurie’s investments were impacted by the pandemic (30:31). (0:00) Jason kicks off the show (1:45) Arriving in Venture (7:36) Laurie’s first investments (13:39) LinkedIn Jobs - Go to https://linkedIn.com/angel and post your first job for free. (14:49) Investing in Tesla (21:21) Prenuvo - Get $300 off at http://prenuvo.com/twist (22:51) Raising money for a car company (26:22) Finding strategic partners (30:31) Laurie’s time at Qualcomm and autonomous vehicles (37:11) Microsoft for Startups Founders Hub - Apply in 5 minutes for six figures in discounts at http://aka.ms/thisweekinstartups (38:42) Joining Playground (41:29) Leaf Logistics (45:44) Benefitting from the pandemic (48:54) Investing in AI FOLLOW Laurie: https://twitter.com/laurieyoler FOLLOW Molly: https://twitter.com/mollywood FOLLOW Jason: https://linktr.ee/calacanis FOUNDERS! Subscribe to the Founder University podcast: https://podcasts.apple.com/au/podcast/founder-university/id1648407190 |
Mar 17, 2023 |
Banking crisis impact, more Meta cuts, and GPT-4 with Sunny Madra and Vinny Lingham | E1700
01:22:53
Vinny and Sunny are BACK with Jason for another roundtable! First, they cover the aftermath of the bank shutdowns (2:54) before breaking down the impact on startups and the overall economy. (14:14) They also cover Zuckerberg announcing more cuts at Meta (1:05:49) and OpenAI launching GPT-4! (1:10:55) (0:00) Jason tees up today's topics! (2:54) Reflecting on the aftermath of the SVB collapse (12:50) Cast.ai - Get a free cloud cost audit with a personal consultation at https://cast.ai/twist (14:14) Understanding the origins of the banking issues and the Fed's response (27:10) Vanta - Get $1000 off your SOC 2 at https://vanta.com/twist (28:09) Signature and Silvergate troubles, overall lessons from the past week (39:33) Orgspace - Get $2000 in credits at http://orgspace.io/twist (41:04) Understanding CBDC (56:11) Things to consider going forward, payroll crisis (1:05:49) Zuckerberg's "Year of Efficiency" and OpenAI launches GPT-4 Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1 FOUNDERS! Subscribe to the Founder University podcast: https://podcasts.apple.com/au/podcast/founder-university/id1648407190 |
Mar 16, 2023 |
Andy Rachleff on SVB, how to evaluate VCs, market pull indicators, Wealthfront, and more | E1699
01:30:20
Wealthfront Chairman and Co-Founder Andy Rachleff joins Jason for an incredible interview! They start the show by discussing the SVB situation before breaking down different tech mini-crashes throughout Silicon Valley history (2:28). Then, they break down Wealthfront’s business and how to know if a business has market pull (40:49). They finish up the show by covering a range of topics, from AI to stock-based comp (1:13:45). (0:00) Jason kicks off the show (2:28) SVB situation (9:26) The FDIC’s $250K limit (13:27) MasterClass - Get 15% off an annual membership at https://masterclass.com/startups (14:49) The bank run (16:17) The SVB ecosystem (22:20) Merge - Integrate up to 5 customers for free today at https://merge.dev/twist (23:45) Cycle changes (36:15) How to judge a VC (39:27) Issuu - Get 50% off when you go to https://issuu.com/podcast and use promo code twist (40:49) Wealthfront’s operation (48:58) Reactions to the market (55:00) Modern analysis and stock buybacks (1:01:24 ) Caring about profitability (1:02:06) Attaining market pull (1:13:45) Andy’s thoughts on AI (1:16:31) The makeup of a great entrepreneur (1:18:50) Stock-based compensation (1:25:06) How we avoided inflation FOLLOW Andy: https://twitter.com/arachleff FOLLOW Jason: https://linktr.ee/calacanis |
Mar 15, 2023 |
How ocean farming can solve world hunger with Alora CEO Luke Young | E1698
00:40:10
Alora CEO and Co-Founder Luke Young joins Molly to discuss ocean agriculture and the ability to grow crops offshore (1:17). They discuss the progression of engineering that has propelled Alora’s innovations (11:55) and the challenges of growing at sea (21:53). (0:00) Intro! (1:17) Alora’s mission and technological advancements (5:46) Mitigation and adaptation (7:58) The first taste test (10:25) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/TWIST (11:55) Alora’s progression and timeline (16:26) Designing infrastructure and engineering fertilizer (20:25) LMNT - Get a free sample pack with any purchase at http://drinklmnt.com/TWIST (21:53) Challenges of growing on the ocean (26:14) Alora’s Business Model (28:56) Fennel - Join the fennel waitlist now and get your first month free at http://fennel.com/twist (30:10) Salt tolerance (35:17) Alora’s Customer and cost of development FOLLOW Luke: https://twitter.com/lukeheatonyoung FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood |
Mar 14, 2023 |
Silicon Valley Bank collapse recap + Wist CEO on capturing XR memories | E1697
01:05:23
Jason kicks off Monday by recapping this weekend’s chaos caused by the collapse of Silicon Valley Bank (1:45). Then, he advises founders on preventing a scare like this from happening again before interviewing Andrew R McHugh of Wist Labs, who is building a platform to capture and relive memories in AR and VR (13:40). (0:00) Jason kicks off the show (1:45) The past weekend’s chaos and triaging startups (12:18) Pilot - Get 20% off the first 6 months at https://pilot.com/twist (13:40) The government’s response and advice for founders (24:12) LinkedIn Marketing - Get a $100 LinkedIn ad credit at https://linkedin.com/thisweekinstartups (25:39) Andrew R McHugh of Wist Labs (37:28) Brilliant.org - Get 20% off an annual subscription at http://brilliant.org/twist (38:56) Reliving past experiences and Generative AI applications (57:00) Raising capital in the weeks to come FOLLOW Andrew: https://twitter.com/armthethinker FOLLOW Jason: https://linktr.ee/calacanis Check out Founder University the podcast at https://www.founder.university/podcast |
Mar 13, 2023 |
EMERGENCY POD: $SVIB implodes, contagion risk, advice for founders, and what’s next? | E1696
00:48:23
Jason reacts to Silicon Valley Bank being shut down by the FDIC and breaks down what this means for founders and VCs. (0:00) Breaking down the SVB situation (4:28) FDIC press release (7:41) What Jason hopes will happen (10:16) Defcon 1 (12:39) Thoughts on emergency funding (15:46) How does the SVB situation affect early-stage fundraising (26:59) SVB sells their securities (29:10) USV email to founders (31:06) SVB CEO addresses the situation (33:07) Bill Ackman’s response (34:31)Mark Suster’s response (35:52) Audience questions FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood |
Mar 11, 2023 |
Stripe to raise $6B, $SIVB drops 60%, generative AI funding | E1695
01:05:14
Eric Newcomer joins to break down all the trending tech topics, including Stripe raising $6B (16:31), major generative ai fundraises (35:55), Silicon Valley Bank dropping 60% (50:35), and more! (0:00) Jason kicks off the show (1:55) Eric’s move to independent journalism (10:07) First Republic Bank - Discover what a long-term financial relationship can do for you. Visit https://firstrepublic.com today to learn more. (10:57) Take rates and more on Substack (16:31) Eric’s Scoop on Stripe (20:43) Embroker - Use code TWIST to get an extra 10% off insurance at https://Embroker.com/twist (21:46) The narrative around the tech layoffs + Generative AI (34:24) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist (35:55) The deluge of Funding into AI (43:39) The state of VC investing (50:35) Silicon Valley Bank drops 60% FOLLOW Eric: https://twitter.com/EricNewcomer FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood |
Mar 10, 2023 |
Ask an Angel! Startup funding overview, investor red flags, negotiating early-stage terms | E1694
01:08:05
Zach Coelius is BACK with Jason to take questions from founders and investors! They cover investing on Zoom post-COVID (6:07), diligence red flags (13:13), investor red flags (27:32), building relationships prior to fundraising (48:59), and more! (0:00) Jason Kicks off the show (1:21) Managing time as an angel (6:07) Moving to zoom instead of the room (9:50) Vanta - Get $1000 off your SOC 2 at https://vanta.com/twist (10:54) Servicing new deals vs. existing ones (13:13) Red flags to look for in a syndicate startup deal (20:18) Coda - The All-in-one doc for teams, sign up for free at https://coda.io/twist (21:47) Your options when there is no path to profitability (27:32) Red flags when courting angel investors (41:10) Contra - Get $500 off your first hire at https://contra.com/twist (42:35) Assumptions that have evolved (45:23) Recent learnings in the past few years (48:59) Building genuine relationships with investors (53:40) Difficulties in startups (57:37) Negotiating terms on deals FOLLOW Zach: https://twitter.com/zachcoelius FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood |
Mar 10, 2023 |
ANGEL: Threshold VC’s Emily Melton on market distortion, healthcare investing & culture | E1693
00:58:00
Emily Melton joins Molly to discuss her early days in venture and what she learned while working at DFJ (1:30). Then, they talk about the barriers that healthcare imposes on entrepreneurship (17:22), building a diverse culture within venture capital (29:53), market distortions, and how to optimize for a down market (38:42). (0:00) Molly kicks off the show (1:30) Getting started in Venture Capital (8:12) LinkedIn Jobs - Go to https://linkedIn.com/angel and post your first job for free (9:38) Learnings from working at DFJ (17:22) Healthcare being a barrier to entrepreneurship (20:11) Prenuvo - Get $300 off at http://prenuvo.com/twist (21:41) Threshold Ventures’ fund mechanics (26:15) Investing in Tia: Healthcare solutions for woman (29:53) Building culture (37:45) Pilot - Get 20% off the first 6 months at https://pilot.com/twist (38:42) Optimizing for a down market (52:13) What’s next? FOLLOW Emily: https://twitter.com/emelton FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood |
Mar 08, 2023 |
Crypto climate bill resurfaces, BlocPower raises $155M + Arcadia CEO Kiran Bhatraju | E1692
00:50:16
Molly kicks off Climate Tuesday breaking down the news that the Crypto-Asset Environmental Transparency Act has resurfaced (1:37). Then, she discusses BlocPower’s $155M raise and their collaboration with a town in New York to achieve net zero emissions (6:12). Finally, Kiran Bhatraju of Arcadia joins Molly for 2023’s first official Climate interview (11:38). (0:00) Molly kicks off the show (1:37) The Crypto-Asset Environmental Transparency Act resurfaces (6:12) BlocPower Raises $155M (10:12) LinkedIn Jobs - Post your first job for free at https://linkedin.com/twist (11:38) Unlocking utility data with Kiran Bhatraju of Arcadia (21:48) Linode - Apply to Linode's Rise program for up to six figures in discounts at https://linode.com/twist (23:14) Breaking down Arcadia and Arc (26:13) Democratizing solar energy with community solar (33:57) Fennel - Join the fennel waitlist now and get your first month free at http://fennel.com/twist! (35:27) Arc users + carbon accounting (43:15) Kiran's journey into climate tech (45:59) Opportunity in the climate tech space FOLLOW Kiran: https://twitter.com/kiranraju FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood |
Mar 07, 2023 |
Sequoia resigns from Citizen's board, IPO window opens, chaos at Dapper Labs | E1691
01:18:25
Jason is BACK with Molly to break down the news! They cover Sequoia leaving Citizen's board after passing on a "pay to play" round (5:46), two major companies reportedly going public in 2023: Instacart and ARM (27:11), and the recent turmoil at Dapper Labs (50:44). (0:00) J+M tee up today's news show! (2:25) Jason's back! (5:46) Sequoia leaves the board of Citizen (14:21) Squarespace - Use offer code TWIST to save 10% at https://Squarespace.com/TWIST (15:51) How investors make the decision to pass on a "pay to play" round (25:41) Contra - Get $500 off your first hire at https://contra.com/twist (27:11) IPO window starts to open, Instacart prepares for IPO after big Q4 (35:42) Revelo - Get 20% off the first 3 months by mentioning TWIST at https://revelo.io/twist (37:09) ARM prepares for IPO, reasons for CHIPS Act speed (50:44) Chaos at Dapper Labs: reckless spending, securities lawsuit FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1 |
Mar 07, 2023 |
Apple blocks AI email app, TikTok restricts teens, Foodini’s Dylan McDonnell | E1690
01:21:46
Molly starts the show with Producer Rachel, covering Apple blocking an email app with an AI update (7:17), TikTok's latest restriction for users under 18 (14:05), and Salesforce Q4 earnings results. Then, they break down the startup immi, an instant ramen company (26:55). To end the show, Molly talks to Foodini founder and CEO Dylan McDonnell (35:10), and Rachel talks to Michael Tan, author of The Death of Uncertainty (59:49).
1:55 Apple blocks app update for having generative AI capabilities 7:17 Could Apple's guard on the App Store create a headwind for the industry? 9:40 Should Apple be in charge of standard content filtering around AI on their platform 11:43 Embroker - Use code TWIST to get an extra 10% off insurance at https://Embroker.com/twist 12:48 How did TikTok approach being on the Apple App Store? 14:05 TikTok is setting 1-hour time limits for users under 18 16:11 If Apple doesn't impose safety limits, who will? 17:55 Vanta - Get $1000 off your SOC 2 at https://vanta.com/twist 19:01 Salesforce stock drop and Q4 earnings results 24:34 Molly's predictions for Salesforce 26:55 Startup of the day: immi, an instant ramen company, is taking over grocery stores by storm 32:15 Orgspace - Get $2000 in credits at http://orgspace.io/twist 35:10 Foodini founder and CEO Dylan McDonnell on how he plans on making eating out safer for those with diet restrictions 59:49 Okboomer with Michael Tan, author of The Death of Uncertainty FOLLOW Michael Tan: https://twitter.com/TheManMikeTan FOLLOW Rachel: https://twitter.com/_rachelbraun |
Mar 04, 2023 |
Snowflake CEO Frank Slootman on moving the needle, win-first culture & managing burnout | E1689
01:06:23
Frank Slootman joins Jason for another incredible conversation that ranges from the management shift in Silicon Valley (1:08) to how to know if you’re moving the dial in your organization (9:59). Then, they discuss Frank’s hiring philosophy and how to create a winning relationship between an executive and their direct reports (27:05). Finally, they discuss managing burnout and creating security for yourself (46:33). (0:00) Molly kicks off the show (1:08) Layoffs + the management shift in Silicon Valley (8:29) MasterClass - Get 15% off an annual membership at https://masterclass.com/startups (9:59) How to know if you are moving the dial and moving at a fast pace (18:36) Contra - Get $500 off your first hire at https://contra.com/twist (20:09) Dealing with recessions and countering the media frenzy (27:05) Frank’s definition of culture and hiring for enthusiasm (32:32) The relationship between an executive and their employees (35:49) House of Macadamias - Get 20% off at https://houseofmacadamias.com/twist by using code TWIST20 (37:19) Assessing performance, hiring the right people, and being thoughtful (41:56) Starting with a great product (46:33) Managing burnout and creating security (56:49) Consumption-based pricing + acquisitions (1:00:30) Frank’s thoughts on AI FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood |
Mar 02, 2023 |
Crypto Roundtable: Twitter payments integration and latest Yuga Labs NFT drop | E1688
00:54:35
Vinny and Sunny joined Molly on another segment of Crypto Roundtable! Highlights included how Twitter could have integrated crypto (2:02), the benefits and controversy of a national ID system (23:00), and Spotify's NFT experiment. (2:02) The future of Twitter payments (12:16) Vanta - Get $1000 off your SOC 2 at https://vanta.com/twist (14:21) What does an ideal Twitter identity system look like? (21:16) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/TWIST (23:00) The benefits and controversy of a national ID system (32:20) Predictions about the latest Yuga drop (35:41) Contra - Get $500 off your first hire at https://contra.com/twist (41:54) Vinny breaks down the future of Coinbase and its active users (48:07) Molly sees the connection between K-Pop and crypto
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp FOLLOW Vinny: https://twitter.com/vinnylingham FOLLOW Sunny: https://twitter.com/sundeep FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood |
Mar 02, 2023 |
ANGEL: Canaan’s Maha Ibrahim on fund sizing, distribution strategies & early VC days | E1687
00:57:51
Maha Ibrahim of Canaan joins Molly to discuss her early days in VC (1:38), managing distributions and exiting at the right time (20:36), the clean tech bubble, being a generalist/specialist, diversity, and more (37:42). (0:00) Molly kicks off the show (1:38) Maha’s first years in venture (11:18) LinkedIn Jobs - Go to https://linkedIn.com/angel and post your first job for free. (12:43) Investing in the early 2000s and Canaan’s strategy (19:12) Cast.ai - Get a free cloud cost audit with a personal consultation at https://cast.ai/twist (20:36) Exiting at the right time and distributing earnings (30:00) Learning from a downturn (34:58) The mismatch between VCs to outlier startups (36:11) Prenuvo - Get $300 off at http://prenuvo.com/twist (37:42) The climate tech bubble (40:14) Generalists vs. specialists (42:16) Responding to cycles and signs of good timing (48:53) Structuring a generational off-ramp (51:39) All Raise (55:30) What does the future hold? FOLLOW Maha: https://twitter.com/mahaibrahim FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood |
Feb 28, 2023 |
Neeva CEO Sridhar Ramaswamy on AI chatbots and the search revolution | E1686
00:56:34
Neeva CEO Sridhar Ramaswamy joins Molly to talk all things search and AI chatbots, including Neeva’s technology and the difficulty of building a search engine (1:41), Neeva’s consumer focus and business model (20:00), and the search-to-answer revolution (41:31). (0:00) Molly kicks off the show (1:41) Neeva’s Purpose (5:06) The technological underpinning of Neeva (8:00) The hurdles building Neeva (10:26) Microsoft for Startups Founders Hub - Apply in 5 minutes for six figures in discounts at http://aka.ms/thisweekinstartups (11:53) The problems search aims to solve (18:31) LinkedIn Marketing - Get a $100 LinkedIn ad credit at https://linkedin.com/thisweekinstartups (20:00) Why choose Neeva (24:01) Neeva’s business model (29:18) Moving from search to answers + citing sources (35:53) The ad supported publishing ecosystem (37:58) Pilot - Get 20% off the first 6 months at https://pilot.com/twist (39:13) Leaving Google (41:31) The search to answers revolution (44:34) Compensating publishers and dealing with content moderation (48:51) Open loop vs. Closed loop (54:29) Neeva copycats FOLLOW Sridhar: https://twitter.com/ramaswmysridhar FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood |
Feb 27, 2023 |
WallStreetBets founder on why he's suing Reddit; Andrew Hart of Hyper; and Ok Boomer | E1685
01:26:21
The Friday variety show is back! Jason kicks it off by interviewing WallStreetBets founder Jaime Rogozinski, who's currently suing Reddit (2:08). Then, Molly is joined by Hyper CEO Andrew Hart to discuss the augmented reality market and Hyper's store-mapping technology (30:16). Producer Rachel wraps the show with content creator Humphrey Yang breaking down his creative process, what he considers valuable metrics, and so much more (53:40). (2:08) WSB milestones and arbitrage (12:07) Contra - Get $500 off your first hire at https://contra.com/twist (13:36) How Reddit works + the WSB controversy (23:42) Embroker - Use code TWIST to get an extra 10% off insurance at https://Embroker.com/twist (24:45) Jaime’s ideal solution (30:16) Andrew Hart of Hyper (33:57) Creating the ultimate user experience (39:19) Retreat - head to http://planretreat.com/twistto help you plan the offsite your team deserves! (40:43) Mapping store and onboarding customers (45:55) Hyper’s development and future opportunities (53:40) Ok Boomer with Humphrey Yang FOLLOW Andrew: https://twitter.com/AndrewHartAR FOLLOW Humphrey: https://twitter.com/Humphreytalks FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood |
Feb 24, 2023 |
Sophia Amoruso on branding, raising a fund, portfolio construction & more | E1684
01:13:20
Sophia Amoruso, Founder and GP at Trust Fund, joins Jason to discuss her angel investments (1:23), raising a fund publicly (5:54), and the creative process (12:14). Then, they discuss portfolio construction and putting past identities to bed (27:04). (0:00) Molly kicks off the show (1:23) Previous angel investing experience (5:54) Why Sophia is raising a public fund (10:45) Linode - Apply to Linode's Rise program for up to six figures in discounts at https://linode.com/twist (12:14) Branding and the creative process (20:55) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist (22:25) What stage of investing is Sophia going after (27:04) Portfolio construction (37:16) Brilliant.org - Go to http://brilliant.org/twist to start your 30-day free trial today and get 20% off your annual premium plan (38:44) Pro rata rights (46:56) Putting past identities to bed (1:01:18) Fund cycles (1:05:17) Investing in founders or investing in ideas & more FOLLOW Sophia: https://twitter.com/sophiaamoruso FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood |
Feb 23, 2023 |
ANGEL: Upfront’s Mark Suster on the power of alignment, setting reality, and raising capital | E1683
01:07:58
Jason is joined by Mark Suster of Upfront Ventures to cover raising capital in the early 2000s (1:22), aligning board members (21:19), the three variables VCs need to bet on (40:51), and so much more! (0:00) Molly kicks off the show (1:22) A recap of the previous 3 market cycles (5:23) The hurdles founders will face starting a company in 2023 (6:55) Raising capital in the early 2000s (9:15) LinkedIn Jobs - Go to https://linkedIn.com/angel and post your first job for free. (10:37) Upfront’s strategy and changes to the market (15:35) Misalignment of investors (19:48) Prenuvo - Get $300 off a full-body MRI scan at https://prenuvo.com/twist (21:19) Aligning of board members (29:13) Setting reality as an investor/board member (33:40) Cutting Burn & Mark’s decision framework (39:23) Orgspace - Get $2000 of credits on pro plans with a 30-day free trial at https://orgspace.io/twist (40:51) The 3 variables VCs need to bet on (48:28) The power law and mission-aligned founders (52:13) Feed the family money (58:33) Company killers + Investing in lines not dots FOLLOW Mark: https://twitter.com/msuster FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood |
Feb 22, 2023 |
Brain-computer interfaces and the future of neural engineering with Dr. Benjamin Rapoport | E1682
00:53:36
Precision Neuroscience’s Co-Founder and Chief Science Officer joins Molly to discuss how the brain communicates with the body (7:08) and the breakthroughs that allowed companies like Precision to exist. (12:52) Then, they discuss Precision’s founding principles, the process of getting FDA approval for its neural interface, and much more. (28:55) (0:00) Molly kicks off the show (1:27) Dr. Rapoport’s origin story (7:08) How the brain communicates with the body (11:22) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/TWIST (12:52) Breakthroughs in neuroscience (22:37) Contra - a commission-free marketplace for freelancers and independent creators. Get $500 off your first hire at https://contra.com/twist (24:06) The tension between public and private institutions (28:55) The founding principles of Precision Neuroscience (33:21) The Layer 7 interface and preparing for FDA approval (40:39) LMNT - Get a free sample pack with any purchase at https://DrinkLMNT.com/TWIST (42:07) Minimizing risk (45:25) Interfacing with different areas of the brain (47:06) Medical infrastructure and the business model of med-tech CHECK OUT Precision Neuroscience: https://precisionneuro.io FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood |
Feb 21, 2023 |
Meta's paid tier, Bing's chatbot gone wild, Stripe's $4B bill | E1681
01:10:50
First up, J+M break down Meta taking a note from Twitter with a $12 paid tier and how it can have a material impact on revenue. (12:05) Then, they cover the problems with Bing's new chatbot (32:13) before wrapping on Stripe potentially missing its window (46:14) and Meta copying a Telegram feature! (1:00:30) (0:00) J+M tee up today's topics! (2:22) Proper PTO operating standards, what's in store for the next few weeks on TWiST! (10:31) MasterClass - Get 15% off an annual membership at https://masterclass.com/startups (12:05) Zuck announces Meta Verified, a $12/month paid service for Facebook/Instagram and WhatsApp (18:56) How Meta's new product can have a material impact on revenue (21:49) Vanta - Get $1000 off your SOC 2 at https://vanta.com/twist (22:47) What enticing features major social platforms can add to get more paid users (30:42) Contra - Get $500 off your first hire at https://contra.com/twist (32:13) Bing's new chatbot has already been toned down by Microsoft for responding with a style the company did not intend (46:14) Stripe's $4B tax bill and further valuation cuts: did the highest-flying startup fumble the bag? (1:00:30) Meta also copied Telegram's broadcast channels feature, which Zuck used to announce Meta's new paid tier! FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1 |
Feb 21, 2023 |
US crypto crackdown with Vinny Lingham & Sunny Madra + OK Boomer | E1680
01:23:52
Vinny and Sunny join Jason and Molly for another crypto roundtable discussing the federal government’s crackdown on crypto. (1:39) They define what staking is (10:13), and Jason addresses his Twitter Exchange with Coinbase founder and CEO Brian Armstrong. (32:20) Then Producer Rachel is joined by Prince Ghosh of Factored Quality for another edition of Ok Boomer. (1:06:45) (0:00) Molly kicks off the show (1:39) Crypto crackdown + the roles of the SEC and CFTC (8:46) Microsoft for Startups Founders Hub - Apply in 5 minutes for six figures in discounts at http://aka.ms/thisweekinstartups (10:13) Definitions of “staking” (21:30) Merge - Integrate up to 5 customers for free today at https://merge.dev/twist (23:00) Using Web 3.0 for crowdsource capital (32:20) Brian Armstrong and Jason’s exchange + Challenges of crypto exchanges (40:25) Pilot.com. - Go to https://pilot.com/twist for 20% off your first 6 months of Pilot Core. (41:54) Regulating stablecoins (57:41)$100M New Jersey Deli + Jason’s grand plan for TikTok (1:06:45) Ok Boomer with Prince Ghosh of Factored Quality FOLLOW Vinny: https://twitter.com/vinnylingham FOLLOW Sunny: https://twitter.com/sundeep FOLLOW Prince: https://twitter.com/princeghosh97 FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood |
Feb 17, 2023 |
ANGEL: Insight's Deven Parekh on venture tourists, cleaning cap tables & winning investments | E1679
01:01:00
Deven Parekh of Insight Partners joins Jason to discuss navigating markets during the dot com era and the pandemic. (1:50) Then they discuss "venture tourists" and cleaning up cap tables before wrapping up with a look back at some of Deven's winning investments. (20:04) (0:00) Jason kicks off the show (1:50) Experiencing the dot com burst (10:14) LinkedIn Jobs - Go to https://linkedIn.com/angel and post your first job for free. (11:36) Comparing Web 3.0 and the dot com era + navigating the markets during the pandemic (18:40) Cast.ai - Get a free cloud cost audit with a personal consultation at https://cast.ai/twist (20:04) Venture Tourists (29:30) Unfavorable preference stacks (37:07) Acquire.com - Sign up for FREE at https://try.acquire.com/twist (38:32) Cleaning a cap table (47:57) Looking back at Deven’s investments FOLLOW Deven: https://twitter.com/djparekh FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood |
Feb 15, 2023 |
Bing dodges $100B bullet & IVP's Tom Loverro on the looming startup collapse | E1678
01:14:01
Molly is joined by Rachel as they discuss the news that some companies are selling data about their mental health patients. (1:33) Then they discuss how Bing’s AI chatbot was presenting false information during its reveal last week. (11:57) To wrap, Tom Loverro joins Jason to talk about his viral tweet thread about a “mass extinction event coming for early & mid-stage companies”. (24:36) (0:00) Molly and Rachel kick off the show (1:33) America’s mental health data is being sold (10:28) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/TWIST (11:57) Bing dodges $100B bullet (20:23) House of Macadamias - Get 20% off at https://houseofmacadamias.com/twist by using code TWIST20 (21:51) Molly and Rachel’s AI predictions (24:36) IVP’s Tom Loverro joins Jason (39:32) Fitbod - Get 25% off at https://fitbod.me/twist (40:42) Tom’s prescriptions for founders FOLLOW Tom: https://twitter.com/tomloverro FOLLOW Rachel: https://twitter.com/_rachelbraun FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood |
Feb 14, 2023 |
ChatGPT’s alter ego and moderating AI-generated content | E1677
00:54:31
Molly and Jason kick off the show catching up after the weekend, discussing the Super Bowl and the spy balloons that the US airforce has shot down. (1:30) Then they have a very interesting conversation about bypassing ChatGPT’s guardrails and content moderation. (23:29) (1:30) Super Bowl 57 (8:33) LinkedIn Jobs - Post your first job for free at https://linkedin.com/twist (9:58) UFOs in American airspace (22:26) Embroker - Use code TWIST to get an extra 10% off insurance at https://Embroker.com/twist (23:29) ChatGPT’s alter ego DAN + content filter transparency (37:17) Revelo - Get 20% off the first 3 months by mentioning TWIST at https://revelo.com/twist (38:44) Programming LLMs and neural networks FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood |
Feb 13, 2023 |
ANGEL: Surviving a down market, early VC stories & more with four-cycle investor Geoff Yang | E1676
01:06:46
Four-cycle investor and Redpoint Ventures Co-Founder Geoff Yang joins to discuss his early years in VC (1:45), what it takes for a founder to survive in a down market (11:47), what makes CEOs like Frank Slootman and David Zaslav stand out, and more! (43:35) (0:00) Jason kicks off the show (1:45) Geoff Yang’s experience cracking into VC (10:26) LinkedIn Jobs - Go to https://linkedIn.com/angel and post your first job for free. (11:47) Surviving and thriving in a down market (22:35) First Republic Bank - Discover what a long-term financial relationship can do for you. Visit https://firstrepublic.com today to learn more. (23:29) Being flexible and understanding risk as an entrepreneur (30:00) Accomplishing the most with the least (34:05) ProsperStack - Take 10% off your subscription by mentioning TWIST at https://prosperstack.com/twist (35:17) Geoff’s favorite investments (43:35) Working with David Zaslav (50:57) What’s next for Geoff + Generative AI FOLLOW Geoff: https://twitter.com/geoff_yang FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood |
Feb 11, 2023 |
Airbnb Co-Founder Joe Gebbia on early “a-ha” moments, elite design + his new startup Samara | E1675
00:58:54
Joe Gebbia joins Jason to discuss the early days of Airbnb, gaining traction, persevering through the “no’s,” and functional design. (2:09) They also discuss gaining customer trust and Airbnb’s incredible COVID turnaround. (21:17) Joe wraps the show by breaking down his new venture, Samara. (45:05) (0:00) Jason kicks off the show (2:09) Airbnb’s first sign of traction (9:05) Vanta - Get $1000 off your SOC 2 at https://vanta.com/twist (10:04) Persevering through the “no’s,” and functional design (19:48) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/TWIST (21:17) Gaining customer trust (30:46) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist (32:17) Airbnb’s incredible COVID turnaround (45:05) Joe’s new startup Samara Check out: https://www.samara.com/backyard FOLLOW Joe: https://twitter.com/jgebbia FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood |
Feb 08, 2023 |
Google announces Bard, Adam Neumann’s business plan, Blue Collar tech’s moment | E1674
00:53:16
Molly and Jason discuss Google’s announcing plans to roll out its ChatGPT competitor, called Bard, in the coming weeks. (1:10) Then, they discuss Adam Neumann’s explanation of Flow’s business before wrapping up with a SOTD, Jobber. (18:59) (0:00) M+J kick off the show (1:10) Breaking down Google’s announcement of Bard (9:29) Coda - Startups can get $1000 credit by visiting https://coda.io/twist (11:00) Neeva’s approach to search (17:33) Linode - Apply to Linode's Rise program for up to six figures in discounts at https://linode.com/twist (18:59) An update on Adam Neumann’s Flow (36:31) Meowtel - Save $25 on your first booking with code TWIST25 at https://meowtel.com/ (37:53) SOTD: Jobber raises $100M (46:17) Microsoft officially announces the integration of ChatGPT into Bing FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood |
Feb 07, 2023 |
The AI arms race escalates: Google’s $300M bet, Neeva’s paid search engine + So Syncd CEO | E1673
00:58:21
Molly breaks down Google’s $300M investment in Anthropic and how this deal compares to Microsoft’s investment in OpenAI. (2:00) Then, she dives deep into a former Google executive’s paid search engine and ShiftMed raising $200M to solve the nursing shortage. She wraps the show with an interview featuring the CEO of dating app So Syncd, Jessica Alderson. (13:44) (0:00) Molly kicks off the show (2:00) Google invests $300M in Anthropic (12:15) LinkedIn Marketing - Get a $100 LinkedIn ad credit at https://linkedin.com/thisweekinstartups (13:44) Neeva’s new approach to search (21:33) Acquire.com - Sign up for FREE at https://try.acquire.com/twist (22:58) AI’s data problem (28:27) ShiftMed raises $200M (33:18) LMNT - Get a free sample pack with any purchase at https://drinklmnt.com/twist (34:45) Seed/Series A Interview: Jessica Alderson, CEO of So Syncd FOLLOW Jessica: https://twitter.com/jesssalderson FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood |
Feb 06, 2023 |
Google, Amazon & Apple earnings + OK Boomer with Slush CEO | E1672
01:17:00
Molly is off for the day, so Producer Rachel joins Jason to break down Google, Amazon, and Apple’s latest earnings report. (1:29) Then LA26 graduate Perrin Davidson, CEO of EATERCLUB, joins Molly. (46:05) Lastly, we end the week with another edition of Ok Boomer, where Rachel interviews Eerika Savolainen, the CEO of Slush. (1:02:16) (0:00) Jason and Rachel kick off the show! (1:29) Google earnings (11:19) MasterClass - Get 15% off an annual membership at https://masterclass.com/startups (12:44) Amazon earnings (23:28) Vanta - Get $1000 off your SOC 2 at https://vanta.com/twist (24:30) Apple earnings (33:36) Fitbod - Get 25% off at https://fitbod.me/twist (34:36) The US jobs report (46:05) LA26 Founder: Perrin Davidson of EATERCLUB (1:02:16) OK Boomer with Eerika Savolainen, the CEO of Slush FOLLOW Perrin: https://twitter.com/LAeats FOLLOW Eerika: https://twitter.com/EerikaSav FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood |
Feb 03, 2023 |
Meta’s massive comeback, FED’s latest hike, GPT-4 rumors + Spotify earnings with Lon Harris | E1671
01:07:57
Jason and Molly kick off the show by discussing Meta’s Q4 earnings and the news that the Fed is raising rates by only 25 basis points (3:06), which leads to a discussion on unemployment, automation, and generative AI updates. (11:24) Then, Lon Harris joins to discuss Oscar nominations, Spotify earnings, “peak podcasting,” and more. (37:51) (0:00) M+J kick off the show (3:06) Meta Earnings (7:56) The Fed raises rates by 25bps (9:57) House of Macadamias - Get 20% off at https://houseofmacadamias.com/twist by using code TWIST20 (11:24) Unemployment and Automation (21:59) Microsoft for Startups Founders Hub - Apply in 5 minutes for six figures in discounts at http://aka.ms/thisweekinstartups (23:30) ChatGPT hits 100M MAUs + Google’s Apprentice Bard (36:46) Anyplace - Get $250 off your booking with the code TWIST250 at https://www.anyplace.com/twist (37:51) Oscar Nominations with Lon Harris (44:06) Spotify earnings (55:35) The Last of Us is another hit for HBO (1:00:58) James Gunn reveals chapter one of the DC Universe FOLLOW Lon: https://twitter.com/lons FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood |
Feb 02, 2023 |
ANGEL: FirstMark’s Rick Heitzmann on shaking off the bull run, “shock absorbers,” and more | E1670
00:54:47
Jason is joined by FirstMark Capital’s Rick Heitzmann, who started his investment career in 1999. They discuss “sobering up” after the 14-year bull run (1:55), Airbnb’s response to the downturn (7:38), how senior leaders must act as shock absorbers for their founders (26:30), and more! (0:00) Jason kicks off the show (1:55) Rick’s experience of the “Speculative Asset Bubble” (7:38) Airbnb’s reaction to the downturn (11:33) LinkedIn Jobs - Go to https://linkedIn.com/angel and post your first job for free (12:58) Rick’s memory of the Dot Com bubble (19:39) Advice for founders in a downturn (22:27) Embroker - Use code TWIST to get an extra 10% off insurance at https://Embroker.com/twist (23:29) How CAC and LTV have changed (26:30) The emotional state of Founders and keeping them focused (35:09) Term sheets in the Dot Com era and today (40:06) Letterhead - get 50% off their first year at tryletterhead.com/twist (41:21) Different forms of exits + Key attributes in founders FOLLOW Rick: https://twitter.com/rick FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood |
Feb 02, 2023 |
Instagram co-founders team up for new startup + Magic Spoon’s Gabi Lewis | E1669
01:26:02
Jason and Molly kick off the show with a quick third-rail story about Area 51. (1:56) They then cover Instagram co-founders Mike Krieger and Kevin Systrom’s new startup, Artifact. (10:44) Finally, Gabi Lewis of Magic Spoon joins Molly for an awesome interview about their latest raise, launching in big box stores and more. (41:56) (0:00) Molly Kicks off the show (1:56) Conspiracy Theories with Molly and Jason (9:37) Vanta - Get $1000 off your SOC 2 at https://vanta.com/twist (10:44) Mike Krieger and Kevin Systrom’s new venture: Artifact (20:16) Embroker - Use code TWIST to get an extra 10% off insurance at https://Embroker.com/twist (21:19) Monetizing news aggregators + content moderation (40:42) Letterhead - get 50% off their first year at tryletterhead.com/twist (41:56) Gabi Lewis of Magic Spoon joins Molly (1:13:51) Jay Trades, immigration and TikTok ideas FOLLOW Gabi: https://www.instagram.com/gababoutgabi FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood |
Feb 01, 2023 |
Anthropic seeking $5B valuation, OpenAI hires 1000 contractors, Mr. Beast’s latest video | E1668
01:07:02
Jason and Molly kick off the week with a generative ai update! (5:00) Then, they cover Mr. Beast’s latest video and “stunt culture” (35:21), some more third-rail topics (49:40), and Billy McFarland being back in the news! (59:50) (0:00) M+J kick off the show (2:10) Apply to Founder University 2-Day Workshop at https://intensive.founder.university/ (5:00) Anthropic raises at a $5B valuation (9:31) LinkedIn Jobs - Post your first job for free at https://linkedin.com/twist (11:01) More on Anthropic (18:01) Notion - Sign up for FREE at https://notion.com/jason (19:21) Semafor reports OpenAI has contracted 1000 developers (27:06) Baidu is developing their own AI Chatbot (33:53) CAST AI - get a FREE cloud cost audit AND a personal consultation at cast.ai/twist (35:21) MrBeast’s latest video + Stunt culture (49:40) Third-rail topics (59:50) Billy McFarland is back in the news FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood |
Jan 30, 2023 |
MSG's facial recognition software, BuzzFeed's deal with Meta, The Creator Economy and more | E1667
01:02:54
Please take our 90-second audience survey for a chance to win a $50 amazon gift card at www.thisweekinstartups.com/survey Molly and Jason chop it up about New York Attorney General Letitia James probing into MSG's alleged use of facial recognition to identify and target specific patrons (1:46). This segues into a great discussion about Meta's $10M deal with BuzzFeed and The Creator Economy as a whole (21:41). We cap off the week with two great interviews, one with LA26 graduate Nevsah Karamehmet of Breath Hub (36:17) and another with Brett Bauman, the creator of PlaylistAI (48:09). (0:00) M+J kick off the show (1:46) WLITF WTF: Facial recognition software at MSG (8:33) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist (10:03) More on the NYAG case regarding MSG's facial recognition software (20:11) Linode - Apply to Linode's Rise program for up to six figures in discounts at https://linode.com/twist (21:41) BuzzFeed's lucrative deal with Meta + Revenue share with creators (35:07) Crowdbotics - Get a free scoping session for your next big app idea at crowdbotics.com/twist (36:17) LA26 Founder: Nevsah Karamehmet of Breath Hub (48:09) Ok Boomer with Brett Bauman FOLLOW Nevsah: https://twitter.com/nevsahf FOLLOW Brett: https://twitter.com/brettunhandled FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood |
Jan 27, 2023 |
Macro picture, Bitcoin’s bull/bear case, DCG controversy & more | E1666
00:58:06
Please take our 90-second audience survey for a chance to win a $50 amazon gift card at www.thisweekinstartups.com/survey Vinny and Sunny are back for our first crypto-roundtable of 2023. Vinny breaks down the macroeconomic variables affecting Bitcoin’s price (1:39), plus they all predict whether Bitcoin will hit $30K or $16 first (11:43) (This is not financial advice). They delve into the ongoing controversy involving DCG, Gemini and Genesis (26:54), as well as the news that the SEC has charged both Gemini and Genesis with offering and selling unregistered securities (35:12). We wrap up the show with a great discussion about Porsche’s failed NFT drop and how brands should approach entering Web 3.0 (44:38). (0:00) Jason kicks off the show (1:39) Vinny’s macroeconomic breakdown (10:18) Acquire.com - Sign up for FREE at https://try.acquire.com/twist (11:43) Bitcoin’s price action + will it hit $30k or $16K (17:35) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/TWIST (18:59) Gluttony and the lack of consumer savings (26:54) DCG, Genesis and Gemini controversy (33:40) Fitbod - Get 25% off at https://fitbod.me/twist (35:12) The SEC has charged Gemini and Genesis for selling unregistered securities (44:38) Porsche’s NFT drop FOLLOW Vinny: https://twitter.com/VinnyLingham FOLLOW Sunny: https://twitter.com/sundeep FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood |
Jan 27, 2023 |
ANGEL: Venrock’s Bryan Roberts on 25 years in VC, hitting wins early, avoiding bad habits | E1665
00:52:38
Please take our audience survey!: https://launchevents.typeform.com/to/K5RhKaEH (0:00) Jason kicks off the show FOLLOW Bryan: https://twitter.com/brobertsvc |
Jan 25, 2023 |
DOJ sues Google over ad practices, Ticketmaster takes the stand + LA26 founders | E1664
00:56:15
Please take our audience survey!: https://launchevents.typeform.com/to/K5RhKaEH Molly goes solo today to cover the DOJ joining eight states to file an anti-trust lawsuit against Google (2:04) before covering Ticketmaster taking the stand in a Senate hearing today. (15:37) Producer Rachel then joins to discuss the latest on user-friendly ticket competitors. (23:07) Then, Molly is joined by two different LA26 founders: Rhian Beutler of Govalo (32:47) and Daniel Sakhai of HeyHire! (44:44) (0:00) Molly kicks off the show (2:04) the DOJ’s lawsuit with Google (9:16) AgeTech Collaborative - Find out more and apply at https://agetechcollaborative.org/twist (10:51) Google and Microsoft’s prior lawsuits with the DOJ (15:37) Ticketmaster’s senate hearing (21:30) AgeTech Collaborative - Find out more and apply at https://agetechcollaborative.org/twist (23:06) Rachel joins Molly to discuss the latest on user-friendly ticket competitors (31:18) Nutrisense - Use code TWIST and get $30 off at nutrisense.io/twist (32:47) Rhian Beutler of Govalo joins Molly (44:44) Daniel Sakhai of HeyHire joins Molly FOLLOW Rhian: https://twitter.com/rhiankatie FOLLOW Daniel: https://www.heyhire.com/ FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood |
Jan 24, 2023 |
Employee reactions to Google layoffs, Microsoft & OpenAI codify deal + NVIDIA's new feature | E1663
00:54:26
Join Molly and Jason as they react to TikToks posted by former Google employees who have recently been let go. They discuss why Google is letting people go despite their massive profits (8:54). They also explore Open AI and Microsoft's codified partnership (38:39) and the report from the WSJ that activist investor Elliot Management has invested billions into Salesforce (45:06). To end the show, we have another great edition of WLITF featuring NVIDIA's new AI-generated eye contact feature (49:16). (0:00) M+J kick off the show (2:35) Jason is still on the mend + vaccine talk (7:46) Embroker - Use code TWIST to get an extra 10% off insurance at https://Embroker.com/twist (8:54) The difference between Meta, Amazon and Google's layoffs + Employee reaction to getting laid off (18:52) LinkedIn Jobs - Post your first job for free at https://linkedin.com/twist (20:16) Why Google is doing layoffs + more employee reactions (37:05) Meowtel - Book a local and insured sitter on the #1 cat sitting app. Save $25 on your first booking with code TWIST25 (38:29) OpenAI codified its deal with Microsoft (45:06) Elliot Management invests billions in Salesforce (49:16) WLITF: NVIDIA's insane update FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood |
Jan 23, 2023 |
$NFLX earnings, Reed Hastings steps down, Google's 6% RIF & Ok Boomer with Mike O'Brien | E1662
00:57:43
Molly and Jason tackle Netflix's stellar fourth-quarter earnings and the news that Reed Hastings is stepping down as CEO. (1:55) Plus, they delve into Google's announcement to lay off 6% of its workforce (17:00), and the former MySpace founders raised a $32M Seed round for their new gaming startup PLAI. (28:55) Lastly, Producer Rachel is back with another segment of Ok Boomer with Mike O'Brien! (36:47) (0:00) M+J kick off the show (1:55) Netflix earnings + Reed Hastings steps down as CEO (9:29) Crowdbotics - Get a free scoping session for your next big app idea at crowdbotics.com/twist (9:37) Netflix's future (17:00) Google to layoff 6% of their staff (23:37) Mixpanel - Apply for $50K in credits at https://mixpanel.com/startups (20:50) Will Apple do a RIF? (28:55) Former MySpace founders raise $32M for their new startup PLAI (33:53) This Week in Startups 90-second survey - Enter for a chance to win a $50 amazon gift card at www.thisweekinstartups.com/survey (35:19) House of Macadamias - Get 20% off at https://houseofmacadamias.com/twist by using code TWIST20 (36:47) Ok Boomer with Mike O'Brien Bloomberg Article: https://www.bloomberg.com/news/newsletters/2023-01-20/reed-hastings-retires-as-netflix-ceo-with-a-long-list-of-wins FOLLOW Mike: https://twitter.com/mikeobrienn FOLLOW Rachel: https://twitter.com/_rachelbraun FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood |
Jan 20, 2023 |
Quiet hiring, Semafor’s $10M SBF buyback + M3GAN and The Last of Us with Lon Harris | E1661
01:01:13
Molly and Jason kick off the show by discussing the concept of 'quiet hiring' (1:53) and the SEC's proposed rules making it easier for LPs to sue VCs (9:37). They also cover Semafor's buyback of Sam Bankman-Fried's $10M investment (20:50). And Lon Harris is back to discuss the new box office hit M3GAN (31:00) and the premiere of The Last of Us (45:45). (0:00) Molly kicks off the show (1:53) Jargon Watch: What is “quiet hiring”? (8:29) Vanta - Get $1000 off your SOC 2 at https://vanta.com/twist (9:37) SEC proposes new rules making it easier for LPs to sue VCs (19:21) Supergut - Get 30% off with code TWIST at https://supergut.com (20:50) Semafor to buy back SBF’s $10M investment (29:44) Formulate - Get 25% off at formulate.co/twist (31:00) Blumhouse and Atomic Monster’s potential merger + M3GAN’s marketing campaign (45:45) The Last of Us Premiere + more on video game adaptations FOLLOW Lon: https://linktr.ee/lons FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood |
Jan 19, 2023 |
ANGEL: Brad Feld on investing through 3 economic cycles, CEO/investor dynamics, and more | E1660
01:28:33
(0:00) Jason Kicks off the show (2:49) Brad Feld, Co-founder of Foundry, talks about starting out in investing (13:30) LinkedIn Jobs - Post your first job for free at https://linkedin.com/angel (14:56) Brad’s thesis for whom he’ll get in the “trenches” with (20:48) MasterClass - Get 15% off an annual membership at https://masterclass.com/startups (22:22) Fighting to the end + Investing through the dot-com bubble (38:13) Microsoft for Startups Founders Hub - Apply in 5 minutes, no funding required, sign up at http://aka.ms/thisweekinstartups (39:43) Surviving the GFC (44:23) Brad’s perspective on the investor/CEO dynamic + being a leader in a down market (1:00:02) Reflecting on the speculative asset bubble (1:16:44) Looking forward into 2023 FOLLOW Brad: https://linktr.ee/bfeld FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood |
Jan 18, 2023 |
Getty to sue Stability AI, $MSFT to incorporate OpenAI into Azure + new climate startups | E1659
01:19:57
First up, Molly and Jason cover a bunch of news happening in the world of AI, Getty Images is preparing to sue Stable Diffusion creator Stability AI (8:47), Meta is partnering with Shutterstock to train its AI models, and Microsoft CEO Satya Nadella announced the company will integrate OpenAI’s software into Azure - it’s cloud computing platform - and ALL it’s other products. (36:07) Then, we cover two new sustainability startups! Mill is a company started by former Nest co-founders making an automated compostability trash can. (55:12) And Sollum is building AI-enabled LED lighting solutions for indoor farming. (1:06:35) (0:00) M+J kick off the show. (2:47) Molly and Jason catch up after their long weekend (7:23) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/TWIST (8:47) Getty Images prepares a lawsuit against Stability AI (12:54) Data and data integrity (17:55) AgeTech Collaborative - Find out more and apply at https://agetechcollaborative.org/twist (19:30) The similarities between AI and the music industry (34:31) AgeTech Collaborative - Find out more and apply at https://agetechcollaborative.org/twist (36:07) Microsoft announces that they will integrate AI into all their products + more on round-tripping (49:50) Blockchain versus AI (55:12) SOTD: Mill (1:06:35) SOTD: Sollum Technologies FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood |
Jan 17, 2023 |
Tim Cook’s $50M pay cut, CEO compensation packages & Acquire.com's CEO Andrew Gazdecki | E1658
00:57:34
Molly and Jason dive deep into the recent news of Tim Cook, the CEO of Apple, taking a $50 million pay cut. They discuss this move's implications and whether CEOs are worth their large compensation packages. (1:24) Andrew Gazdecki, CEO of Acquire.com, joins Jason for a fun interview discussing Acquire.com's rebrand and the acquisition marketplace. (24:47) (0:00) Molly kicks off the show (1:24) CEO of Apple, Tim Cook takes a $50M pay cut (11:51) LinkedIn Marketing - Get a $100 LinkedIn ad credit at https://linkedin.com/thisweekinstartups (13:21) Are CEOs worth their compensation packages? (23:18) Notion - Sign up for FREE at https://notion.com/jason (24:47) Andrew Gazdecki of Acquire.com joins Jason (40:45) Formulate - Get 25% off at formulate.co/twist (42:02) Serial sellers, Acquire.com’s growth and M&As FOLLOW Andrew: https://twitter.com/agazdecki FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood |
Jan 16, 2023 |
OpenAI’s endgame, DeepMind’s chatbot, United by Zero’s Lex Kiefhaber + OK Boomer | E1657
01:24:34
Molly and Jason kick off the show about social taboo topics and getting to the bottom of Covid-19.(2:22) Following the two discuss Molly attending Strictly VC, DeepMind’s new chatbot Sparrow and OpenAI’s end game. (15:43) Then Molly interviews LAUNCH Accelerator founder United by Zero CEO and Founder Lex Kiefhaber (52:34). Then we cap off the episode with another great edition of Ok Boomer featuring Juliet Meskers, co-founder and CEO of MOTH (1:08:45) (0:00) M+J kick off the show (2:22) Covid-19 and cultural taboo topics (10:32) Linode - Apply to Linode's Rise program for up to six figures in discounts at https://linode.com/twist (12:01) Getting to the bottom of Covid-19 (15:43) Molly attended Strictly VC to hear Sam Altman speak about AI (19:33) Crowdbotics - Get a free scoping session for your next big app idea at crowdbotics.com/twist (21:06) The difference between creating and packaging AI (28:42) DeepMind’s chatbot Sparrow + AI infringing on intellectual property (37:18) Acquire.com - Sign up for FREE at https://try.acquire.com/twist (38:49) What is OpenAI’s end game? (52:34) Molly interviews LAUNCH Accelerator founder United by Zero CEO and Founder Lex Kiefhaber (1:08:45) Ok Boomer featuring Juliet Meskers, co-founder and CEO of MOTH FOLLOW Lex: https://mobile.twitter.com/_united_by_zero FOLLOW Juliette: https://mobile.twitter.com/mothhealth FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood |
Jan 14, 2023 |
Jay Trades and SBF's Substack + Award season and Netflix's content strategy with Lon Harris | E1656
00:59:56
Molly and Jason chop it up about Jason's latest Jay Trades: Apple, Amazon and Disney. (2:21) Then they briefly discuss SBF's new Substack. (14:42) To wrap up the show, Lon joins us for this week's edition of This Week in Streaming to talk about award season and Netflix's content strategy. (21:14) (0:00) M+J kick off the show (2:21) Jason explains why he placed a bet on Apple (8:12) Embroker - Use code TWIST to get an extra 10% off insurance at https://Embroker.com/twist (9:20) Molly and Jason discuss his two other Jay Trades, Amazon and Disney (14:42) SBF's Substack (19:42) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist (21:14) Lon joins to discuss award season with Molly and Jason (35:44) Fitbod - Get 25% off at https://fitbod.me/twist (37:17) Netflix's content strategy is like a “gourmet cheeseburger” (50:36) Award season continued FOLLOW Lon: https://linktr.ee/lons FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood |
Jan 12, 2023 |
Slack’s troubles inside Salesforce, crypto trader gets jail time, DoNotPay’s robo-lawyer | E1655
01:15:41
First up, J+M cover the problems at Slack and Salesforce (3:00), before breaking down the anti-competitive issues with bundling software to harm competitors. (13:34) Then, they talk about the comeuppance from "A-players" regarding the lack of efficiency in big tech (26:35), a 10-month jail sentence for crypto inside trading (39:52), and DoNotPay's AI-based robo-lawyer taking a case! (51:14) (0:00) J+M tee up today's topics! (3:00) Breaking down the recent rift between Slack and Salesforce (12:00) AgeTech Collaborative - Find out more and apply at https://agetechcollaborative.org/twist (13:34) Issues with bundling, did Salesforce overpay for Slack? (25:00) AgeTech Collaborative - Find out more and apply at https://agetechcollaborative.org/twist (26:35) Lack of efficiency as a lightning rod at big tech companies, management styles (38:22) Nutrisense - Use code TWIST and get $30 off at nutrisense.io/twist (39:52) The brother of a former Coinbase PM was sentenced to 10 months in prison for using tips from his brother to make $900K (51:14) DoNotPay's robo-lawyer will be used in a court case, OpenAI will pilot a paid version of ChatGPT (1:06:51) Jason ends with an emotional video from Ke Huy Quan's Golden Globes acceptance speech FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1 |
Jan 11, 2023 |
Coinbase cuts 20%, Microsoft to invest $10B into OpenAI & Ascend Elements CEO Mike O’Kronley | E1654
01:35:03
Molly and Jason discuss the news that Coinbase is doing another 20% RIF. (6:50) Then they discuss the announcement that Microsoft is investing $10B into OpenAI with some pretty favourable terms. (27:19) After, Molly and Jason chat about Make Sunsets’ plan to cool the planet and Enpal, a German solar panel company raising money at a $2.4B valuation. (46:56) Then we wrap with this year’s first edition of TWiCS featuring Mike O’Kronley, CEO of Ascend Elements. (1:00:56) (0:00) M+J kick off the show (2:10) Atmospheric rivers and the chaos in California (6:50) Coinbase does another 20% RIF (11:56) Vanta - Get $1000 off your SOC 2 at https://vanta.com/twist (13:03) The future of employment in tech (21:50) Mixpanel - Apply for $50K in credits at https://mixpanel.com/startups (23:16) The perfect amount of founders (27:19) Microsoft is invests $10B into OpenAI (32:46) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/TWIST (34:10) OpenAI going from a non-profit to a for-profit + What is roundtripping? (46:56) Make Sunsets raises $750K to do what?! (53:05) Enpal raises at a $2.4B valuation (1:00:56) TWiCS: Mike O’Kronley of Ascend Elements FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood |
Jan 10, 2023 |
"The weirdest economy ever," Noma shuts down, Jason demos ChatGPT's iOS app | E1653
01:21:51
Back from the weekend! First up, J+M catch up and cover a very strange economic situation. (2:07) Then, the duo covers NoMa, the world's most famous restaurant, shutting its doors due to an unsustainable business model (24:46), before going deep on generative AI news and demoing OpenAI's ChatGPT iOS app! (49:54) (0:00) J+M intro today's show! (2:07) Weekend catchup! Jason's chainsaw adventure (12:29) LinkedIn Jobs - Post your first job for free at https://linkedin.com/twist (14:04) Twitter view counts being a revealing engagement metric, Jeremy Renner's accident, "the weirdest economy ever" (23:17) House of Macadamias - Get 20% off at https://houseofmacadamias.com/twist by using code TWIST20 (24:46) Noma, the world's best restaurant, to shut down due to an unsustainable business model (37:43) Microsoft for Startups Founders Hub - Apply in 5 minutes, no funding required, sign up at http://aka.ms/thisweekinstartups (39:12) Massive wealth transfer upcoming and how that impacts the labor market, Kauffman Fellowship (49:54) OpenAI update: Microsoft reportedly integrating ChatGPT into Word and email, "derivative" AI tools, SOTD: XetHub, ChatGPT banned by NYC public schools (1:02:38) Jason demos ChatGPT's upcoming iOS app, which is currently in private TestFlight beta (1:11:12) Uber trademarks "Uber Air," eVTOL relationship with Joby Aviation, current chopper business FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1 |
Jan 10, 2023 |
Logan Paul & CryptoZoo’s alleged scam breakdown with Coffeezilla + Ok Boomer with Em Herrera | E1652
01:13:58
Coffeezilla joins M+J to discuss the latest on the alleged Logan Paul and CryptoZoo scam. (1:21) Then Em Herrera joins Rachel for this year’s first edition of Ok Boomer to discuss 2023 predictions. (50:29) (0:00) Molly kicks off the show (1:11) Coffeezilla joins Molly and Jason to discuss the alleged CryptoZoo Scandal and his background (11:06) Supergut - Get 30% off with code TWIST at https://supergut.com (12:37) Coffeezilla’s main issue with the alleged grift + What is CryptoZoo? (19:58) MasterClass - Get 15% off an annual membership at https://masterclass.com/startups (21:30) Logan Paul’s response video (26:32) The red flags of CryptoZoo + What Logan should have done (41:51) Subscribe to the Founder University Podcast at https://www.founder.university/podcast (43:18) Overtime with Coffeezilla (50:29) Ok Boomer: 2023 predictions with Em Herrera FOLLOW Em: https://twitter.com/emilyhxrrera FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood |
Jan 06, 2023 |
Bing to integrate ChatGPT, Microsoft’s first union + Flux Gourmet review with Lon Harris | E1651
00:54:28
M+J kick off the show by discussing the news that Bing will integrate ChatGPT into its search service. (1:21) Then they chop it up about ZeniMax forming Microsoft’s first union. (15:06) And then Lon Harris joins the show to review Flux Gourmet and chat about the economics of streaming (27:11) (0:00) J+M Kick off the show (1:21) Bing to integrate ChatGPT into search (13:30) Crowdbotics - Get a free scoping session for your next big app idea at crowdbotics.com/twist (15:06) ZeniMax forms Microsoft’s first union (25:45) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/TWIST (27:11) Lon, Molly and Jason discuss Flux Gourmet (41:31) Founder University 2-Day Intensive Course - learn more at intensive.founder.university (42:31) Starz cancels Dangerous Liaisons, Becoming Elizabeth and Step Up + the economics of streaming FOLLOW Lon: https://twitter.com/lons FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood |
Jan 05, 2023 |
Keith Rabois on 2023 macro outlook, startup valuations, founder advice, ChatGPT vs Google | E1650
01:09:11
Multiple time guest and friend of the pod Keith Rabois is back! Jason and Keith talk 2023 macro outlook (1:00), big tech's impact on startups (10:01), advice for founders (18:24), Meta's risky VR bet (27:22), ChatGPT vs Google (39:05), and more! (0:00) Jason intros today's guest: Keith Rabois! (1:00) Keith's 2023 macro outlook and thoughts on startup valuations (8:54) Vanta - Get $1000 off your SOC 2 at https://vanta.com/twist (10:01) What are big tech hiring freezes and RIFs doing to the startup market? Entitlement era coming to an end (18:24) Advice for different archetypes of founders (25:50) Acquire.com - Sign up for FREE at https://try.acquire.com/twist (27:22) Importance of founder authority, Tim Cook taking over for Steve Jobs at Apple, Meta's risky VR bet (37:34) Apply for the LAUNCH Accelerator: https://launchaccelerator.co (39:05) Keith's thoughts on ChatGPT, a new approach to search, and Microsoft taking on Google (53:37) What types of founders is Keith looking to invest in right now? (59:25) OpenDoor thoughts + a little politics FOLLOW Keith: https://twitter.com/rabois FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood |
Jan 04, 2023 |
SpaceX valued at $137B, Starlink's massive market, Shopify purges meetings | E1649
01:11:24
Jason and Molly are BACK for the first news show of 2023! First up, they break down SpaceX's reported $137B valuation, the astounding market opportunity for Starlink, and more! (7:14) Then, they cover two Shopify stories (37:38) and Apple shutting down fan-favorite weather app Dark Sky. (55:01) (0:00) J+M intro today's topics! (2:25) Thoughts on the potential year ahead (7:14) SpaceX is raising $750M at a $137B valuation, led by a16z (12:54) LinkedIn Marketing - Get a $100 LinkedIn ad credit at https://linkedin.com/thisweekinstartups (14:24) Producer Sam (powered by ChatGPT), Starlink's bottom-up TAM, SpaceX's genius infrastructure play (29:56) Coda - The All-in-one doc for teams, sign up for free at https://coda.io/twist (31:28) More ChatGPT producing (37:38) Shopify is attempting to fill the ad targeting void left by Apple's App Tracking Transparency (45:07) Subscribe to the Founder University Podcast at https://www.founder.university/podcast (46:32) Second Shopify story: CEO Tobi Lutke has asked employees to purge meetings to increase productivity (55:01) Apple shuts down the Dark Sky weather app FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1 |
Jan 03, 2023 |
2023 Predictions! Startups, VC, tech, media, stocks, shutdowns, and more! | E1648
00:58:31
Jason and Molly rip through 20+ predictions for 2023, including over/under bets, shutdowns, stocks, main characters, startups, new tech, and SO much more! (0:00) J+M tee up today's show: 2023 Predictions! (1:53) Main character of 2023 (4:35) Most anticipated trend (7:13) Surprising shutdown (9:40) Biggest bag securer (13:36) Notion - Sign up for FREE at https://notion.com/jason (15:06) App/tech breakout (17:30) Most notable CEO resignation or return (21:25) Most anticipated technology (25:37) Embroker - Use code TWIST to get an extra 10% off insurance at https://Embroker.com/twist (26:45) Most anticipated media (29:09) Over/under: 30.5 year sentence for SBF (30:07) Over/under: 10.5 year sentence for Caroline Ellison (30:34) Over/under: $750M box office for Oppenheimer (31:06) Over/under: 21 months left of recession (31:46) Hottest take for 2023 (35:53) Fitbod - Get 25% off at https://fitbod.me/twist (37:26) Will any VCs be charged in a crypto-related crime? (38:16) Will total capital raised by VCs fall off a cliff? (43:11) What startup will make the biggest impact? (45:59) Overrated hot new vertical (48:43) Will the fundraising landscape get better for startups? (50:19) Over/under: 3 new impactful social apps (51:18) Most stock appreciation: $AAPL, $AMZN, $GOOG, $META, $MSFT (52:59) Most stock appreciation: $ABNB, $SPOT, $UBER (55:21) Over/under: 177 IPOs (56:07) When will VR replace the iPhone? FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1 |
Jan 02, 2023 |
The 2022 TWiSTY Awards! | E1647
01:42:45
Molly and Jason present... the 2022 TWiSTY Awards! Join them in commemorating all the best, worst, and craziest moments from this year in startups, markets, and tech! (0:00) J+M intro today's show (1:37) Introducing the 2022 TWiSTY Awards! (3:18) Best prop (7:51) Best behind the scenes emoji (12:38) Mixpanel - Apply for $50K in credits at https://mixpanel.com/startups (14:04) Best meme (19:12) Best gadget (22:44) Nutrisense - Use code TWIST and get $30 off at nutrisense.io/twist (24:14) Best media (39:40) Best Twitter follow (42:55) Founder University - Apply at https://course.founder.university (44:32) Main Character of the Year (54:54) Bag Securer of the Year (1:02:07) Best CEO of the Year (1:10:03) Startup of the Year (1:15:35) Defunct Startup of the Year (1:20:52) News Topic of the Year (1:26:55) Surprisingly Awesome Guest of the Year (1:30:28) Interview of the Year (1:32:56) Best Guest Chemistry of the Year (1:39:28) Episode of the Year FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1 |
Dec 29, 2022 |
Direct listing rule change, Notion AI demo, NYE planning & more | E1646
00:57:19
J+M kick off the show by discussing some approved changes to direct listings, which will make it easier for companies going public via direct listings to raise money! (1:18) Then, LAUNCH team member Charlie Cuddy joins Molly to demo Notion's new AI tool (14:07). Finally, Producer Rachel joins Molly to break down which popular consumer apps and tools to use to plan a last-minute NYE party. (33:12) (0:00) Molly intros today's segments! (1:18) J+M discuss the approved changes to direct listings, and how this might impact companies going public in 2023 (12:33) Crowdbotics - Get a free scoping session for your next big app idea at https://crowdbotics.com/twist (14:07) LAUNCH team member Charlie Cuddy joins Molly to demo Notion AI! (31:58) LinkedIn Jobs - Post your first job for free at https://linkedin.com/twist (33:12) Producer Rachel joins Molly to break down which popular consumer apps and tools to use to plan a last-minute NYE party! (41:12) Founder University - Apply at https://course.founder.university (42:52) Rachel and Molly discuss the best gig work apps, playlist tools, sober-curious beverages, and more! FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1 |
Dec 27, 2022 |
Bonus episode! Tár review with Lon Harris
00:49:05
Christmas surprise! Check out Jason and Molly's FULL review of Tár, spoilers and all, with Lon Harris! (0:00) Tár review from Thursday (21:53) Bonus Tár review! Reviewing the critics, SPOILER REVIEW, and more! FOLLOW Lon: https://twitter.com/lons FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1 |
Dec 25, 2022 |
FTX & Alameda execs plead guilty, YouTube inks NFL Sunday Ticket deal + Tár review | E1645
01:28:00
Molly and Jason discuss Caroline Ellison and Gary Wang pleading guilty to securities fraud. (2:04) Then Lon Harris joins J+M for this week’s edition of This Week in Streaming, where they discuss YouTube’s new 7-year multibillion-dollar deal with the NFL. (36:57) We wrap with Part 1 of their review of Todd Field’s latest film Tár. (1:06:12) (0:00) J+M Kick off the show (2:04) Molly and Jason react to Caroline Ellison and Gary Wang pleading guilty to securities fraud (8:36) Odoo - Get your first app free and a $1000 credit at https://odoo.com/twist (12:29) The Truth of FTX is confirmed + the difference between marketing a product and a security (22:49) Embroker - Use code TWIST to get an extra 10% off insurance at https://Embroker.com/twist (23:59) How will VCs fair if tokens are ruled as securities (30:16) Molly and Jason’s hot takes on the FTX fallout (36:57) YouTube inks multibillion-dollar streaming deal with the NFL (1:06:12) Part 1: Molly, Jason and Lon review Todd Field’s Tár (TO BE CONTINUED) |
Dec 23, 2022 |
Managing your cash reserves | Startup Finance Basics w/ Kruze's Scott Orn | E1644
00:16:57
Kruze COO Scott Orn is back with Jason to educate founders on how to get the most out of their cash reserves. (0:00) (0:00) Your fiduciary duty to protect and invest your cash responsibly + developing an investment policy (8:00) Evaluating your chart of accounts + Jason's credit card hack (12:30) Final thoughts for founders going into 2023 Check out Kruze: https://www.kruzeconsulting.com FOLLOW Scott: https://twitter.com/scottorn FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1 |
Dec 21, 2022 |
The inside story of Iger's Disney return, Epic Games record-breaking fines + ClimateCamp CEO | E1643
01:10:07
First up, J+M break down Disney's "Battle of the Bobs" (2:59), before covering two record-breaking fines against Epic Games, and explaining "dark patterns." (20:35) Molly wraps the show by interviewing ClimateCamp CEO Stijn Gysemans on Scope 3 emissions tracking! (44:26) (0:00) J+M tee up today's topics! (2:59) WSJ report on the rift between Iger and Chapek at Disney (13:36) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/TWIST (15:03) The role Christine McCarthy, Disney's CFO, played in bringing back Bob Iger (20:35) Epic Games receives two record-breaking fines from the FTC, understanding "dark patterns" and deceptive design (30:14) Blueground - Get up to $1000 off your booking at https://promos.theblueground.com/twist (31:40) Tangent continued: calling out the worst "dark design" offenders (44:26) ClimateCamp CEO Stijn Gysemans joins Molly Wood to chat target markets, Scope 3 emissions, and more! (51:29) Understanding how emissions are calculated, EU rules and regulations FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood FOLLOW Stijn: https://twitter.com/sgysemans Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1 |
Dec 21, 2022 |
Salesforce CEO questions WFH amid SaaS slowdown, OpenAI projects $1B revenue by 2024 & more | E1642
01:23:08
J+M start the show by breaking down the recent disruption at Salesforce and Marc Benioff's comments on remote work. (2:44) Then, they cover OpenAI projecting $1B in revenue by 2024 (57:25) and wrap with a new segment: Little Big Things! (1:14:33) (0:00) J+M tee up today's topics (2:44) Weekend catchup and disruption at Salesforce (15:44) Supergut - Get 30% off with code TWIST at https://supergut.com (17:14) David Sacks tweets about the vicious cycle that Salesforce (and SaaS companies at large) will undergo, grading Benioff's feedback to employees (31:43) Fitbod - Get 25% off at https://fitbod.me/twist (33:15) Remote management issues with thousands of employees, where remote work will wind up in 2023 (47:50) The Pharaohs are taking issue with their pyramids being empty (57:25) OpenAI is reportedly projecting $1B in revenue by 2024, plus another round of "Google Search or ChatGTP?" (1:14:33) Little Big Things: Instagram's new "Notes" feature FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1 |
Dec 20, 2022 |
VCSS: Year in review + Valerie Shen of G2 Venture Partners | E1641
01:06:07
Molly and Jason celebrate the last VCSS of 2022 by reflecting on what Molly has learned over this past year. (1:24) Then Valerie Shen of G2 Venture Partners joins Molly for the final TWiCS of the year. (36:38) (1:23) Molly reflects on her first year as a VC (10:58) MicroAcquire - Sell your business with no fees at https://try.microacquire.com/twist (12:29) The founder/VC relationship (18:30) Learning how to be a VC in a downturn (20:13) Crowdbotics - Get a free scoping session for your next big app idea at crowdbotics.com/twist (28:05) The art of patience + getting to 100 meetings (30:34) Top VCSS episodes of 2022 (36:38) Valerie Shen joins Molly for TWiCS (40:43) The history of G2 Venture Partners and Valerie’s role (51:38) Climate Tech is becoming more popular (1:01:28) Investable climate tech solutions FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1 |
Dec 18, 2022 |
Financial info to include in your pitch deck | Startup Finance Basics w/ Kruze's Scott Orn | E1640
00:22:36
Kruze COO Scott Orn is back with Jason to explain the MOST important financial information that founders should include in their pitch deck ( (0:00) Kruze's Scott Orn joins Jason to discuss the role of financial information in your pitch deck (11:02) Conveying your vision with numbers Check out Kruze: https://www.kruzeconsulting.com FOLLOW Scott: https://twitter.com/scottorn FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1 |
Dec 17, 2022 |
Interest rates, inflation and “getting fit” with Brad Gerstner | E1639
01:08:53
Brad Gerstner of Altimeter Capital joins Molly and Jason for an epic Friday show. They chop it up about the state of the economy, what it actually means to be founder friendly and discuss which big tech companies are“fit”. (1:24) (0:00) J+M Kick off the show (1:24) Brad Gerstner joins Molly and Jason (10:28) Odoo - Get your first app free and a $1000 credit at https://odoo.com/twist (11:38) Brad presents on interest rates, inflation and business multiples (26:32) LinkedIn Marketing - Get a $100 LinkedIn ad credit at https://linkedin.com/thisweekinstartups (28:05) The Fed’s core mission (37:54) Being founder friendly (39:42) Brad’s letter to Meta (48:33) Companies that need to get fit (53:00) Google and Meta’s fitness (58:08) The curse of the money-printing machine (1:00:01) Google vs ChatGPT (1:05:05) Is Uber fit? FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1 |
Dec 16, 2022 |
Jason interviews EatKind CEO Neetha Avalakki and ‘TWiST Mean Tweets’ with Lon Harris | E1638
01:18:49
First up, Jason interviews Neetha Avalakki, the founder and CEO of EatKind. EatKind is an AI-powered search engine that converts ANY food or recipe into a vegan alternative. (3:20) Then Lon Harris joins Molly and Jason for another segment of This Week in Streaming. They play a TWiST version of celebrity mean tweets and discuss Neptune Frost. (36:41) (0:00) M+J Kick off the show (3:20) CEO of EatKind joins Jason (8:31) Embroker - Use code TWIST to get an extra 10% off insurance at https://Embroker.com/twist (9:41) Training EatKind’s AI + Product Market Fit (18:29) LinkedIn Jobs - Post your first job for free at https://linkedin.com/twist (19:44) Being a founder in India (35:12) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/TWIST (36:41) TWiST Mean Tweets with Lon Harris (49:46) Reviewing Neptune Frost (1:06:01) Directors and their breakthrough movies (1:12:22) James Gunn’s plan for the DC Universe FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1 |
Dec 16, 2022 |
Affirm addresses Molly & Jason + is TikTok getting banned, and Pearpop’s CEO Cole Mason | E1637
01:30:12
Molly and Jason react to a letter they received from Affirm after yesterday’s episode. (1:59) Then, Molly and Jason discuss Marco Rubio’s bipartisan legislation to ban TikTok (35:46), And finally, we cap off season 4 of The Next Unicorns with Co-Founder and CEO of Pearpop Cole Mason (59:28) (0:00) M+J Kick off the show (1:59) Molly and Jason respond to a letter from Affirm (9:33) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist (15:55) Comparing the pros and cons of BNPL (27:42) Fitbod - Get 25% off at https://fitbod.me/twist (29:06) Jason and Molly’s advice on debt (35:46) Marcos Rubio’s bipartisan legislation to ban TikTok (46:22) The battle with social media (59:28)The Next Unicorns: Cole Mason, CEO of Pearpop FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1 |
Dec 15, 2022 |
SBF gets arrested, The Block’s CEO gets a bag from FTX, + Walmart launches a BNPL service | E1636
01:04:49
Molly and Jason react to the breaking news that Bahamian authorities have arrested Sam Bankman-Fried. (1:27) Then, from earlier in the day, Molly and Jason chop it up about the news of The Block’s CEO Michael McCaffrey receiving $40M from Alameda Research. (27:41) We then close with a story about Walmart’s new BNPL service. (45:25) (0:00) Molly kicks off the show (1:36) Molly and Jason react to SBF getting arrested (14:51) Vanta - Get $1000 off your SOC 2 at https://vanta.com/twist (15:55) Kevin O’Leary’s FTX deal + Predicting what happens to SBF (26:11) Nutrisense - Use code TWIST and get $30 off at nutrisense.io/twist (27:41) Alameda gave Michael McCaffrey $40M (45:25) Walmart launches a BNPL service FOLLOW Molly: https://twitter.com/mollywood Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1 |
Dec 13, 2022 |
Jason’s big night, the culture war in tech + Google Search vs ChatGPT and more | E1635
01:30:10
Molly and Jason talk about their big weekends. (2:27) Then they discuss the culture war in tech right now (13:47). Followed by our new favourite game, ChatGPT or Google Search. (47:15) Then we wrap up with a breakthrough in the world of nuclear fusion. (1:17:16) (0:00) J+M Kick off the show (2:27) Molly and Jason Catch up after the weekend (12:24) FanDuel Sportsbook - Sign up with promo code TWIST to place a $1000 risk-free bet at https://sportsbook.fanduel.com (13:47) The culture war in tech (28:00) Crowdbotics - Get a free scoping session for your next big app idea at crowdbotics.com/twist (29:23) Organizations getting bloated (47:15) ChatGPT or Google Search + is Google in trouble? (1:12:40) Check us out on Substack! (1:17:16) WLITF: A major breakthrough in nuclear fusion FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1 |
Dec 13, 2022 |
How to calculate "Bottom-up TAM" + Hubspot Co-Founder Brian Halligan on his new climate fund | E1634
00:51:26
J+M kick off the show discussing TAM, SAM, and SOM on this week’s edition of VCSS. (2:40) Then, HubSpot Co-Founder and Partner at Propeller Brian Halligan joins Molly to discuss his $100M venture fund to invest in protecting the world’s oceans. (26:00) (0:00) J+M tee up today's segments! (2:40) Exceeding your TAM + overestimating your TAM (7:39) House of Macadamias - Get 20% off at https://houseofmacadamias.com/twist by using code TWIST20 (9:07) Inducing a market and Bottom-up TAM (21:15) AgeTech Collaborative - Find out more and apply at https://agetechcollaborative.org/twist (22:49) Molly introduces Brian Halligan (26:00) Why the ocean + from founder to investor (38:00) AgeTech Collaborative - Find out more and apply at https://agetechcollaborative.org/twist (39:39) Propeller’s investments, their EIR program & thesis FOLLOW Brian: https://twitter.com/bhalligan FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1 |
Dec 11, 2022 |
Business of superhero films, James Gunn's DC reboot + OK Boomer w/Alex Banks | E1633
01:37:51
First up, Lon Harris joins to cover James Gunn's DC reboot (2:14), the business of superhero films (28:18), the top films of the year debate (37:15), and more! Then, Producer Rachel is back with another edition of OK Boomer, featuring through the Noise and Tribescaler founder Alex Banks! (1:21:27) (0:00) J+M tee up today's segments! (2:14) Lon Harris joins the show to discuss DC's James Gunn-led revamp (9:29) Odoo - Get access to all of Odoo's apps, services, and maintenance for under $25 at https://odoo.com/twist (10:37) Lon's thoughts on James Gunn's new DC plan, and what's working in the box office right now (26:44) AgeTech Collaborative - Find out more and apply at https://agetechcollaborative.org/twist (28:18) The business of superhero films (35:40) AgeTech Collaborative - Find out more and apply at https://agetechcollaborative.org/twist (37:15) Jason reacts to AO Scott's Best Movies of 2022 list (44:19) Lon's top movies of 2022 (58:06) Other ongoing stories at Warner Bros Discovery and HBO Max (1:21:27) OK Boomer: Producer Rachel interviews Through the Noise and Tribescaler founder Alex Banks FOLLOW Lon: https://twitter.com/lons FOLLOW Alex: https://twitter.com/thealexbanks FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1 |
Dec 09, 2022 |
How to send effective investor updates | Startup Finance Basics w/ Kruze's Scott Orn | E1632
00:24:17
Kruze COO Scott Orn is back with Jason to explain how founders can nail their investor updates! (0:00) Kruze's Scott Orn joins Jason to discuss the MOST important metrics and information that founders should include in their investor updates to make them concise and effective (11:49) Other non-financial items to include (14:50) How to break bad news to investors Check out Kruze: https://www.kruzeconsulting.com FOLLOW Scott: https://twitter.com/scottorn FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1 |
Dec 09, 2022 |
Crypto Roundtable: SBF updates, $GBTC's role, Saylor says $ETH is unregistered security | E1631
00:56:49
Sunny and Vinny are BACK to break down all the important topics in crypto: SBF updates (2:52), how $GBTC played into the industry unraveling (11:34), why we should be paying attention to Genesis (25:51), Michael Saylor's recent comments (44:13), and more! (0:00) Jason tees up today's crypto roundtable! (2:52) Sunny and Vinny are back to talk about the current vibes in crypto and some updates on the SBF situation (10:20) Embroker - Use code TWIST to get an extra 10% off insurance at https://Embroker.com/twist (11:34) How the Grayscale Bitcoin Trust played into the industry unraveling (24:21) Supergut - Get 30% off with code TWIST at https://supergut.com (25:51) Why Genesis is more concerning than $GBTC (35:00) Microsoft for Startups Founders Hub - Apply in 5 minutes, no funding required, sign up at http://aka.ms/thisweekinstartups (36:29) Decentralized exchanges, importance of self custody, how Solana's price drop relates to Genesis (44:13) Michael Saylor's recent comments on Ethereum and Ripple being securities, problems with the "foundation" entity workaround FOLLOW Vinny: https://twitter.com/VinnyLingham FOLLOW Sunny: https://twitter.com/sundeep FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood |
Dec 08, 2022 |
Ask Jason: investing in similar startups, pitch deck tips + MycoWorks Co-Founder Sophia Wang | E1630
00:41:45
First up, Jason answers some founder questions! (1:46) Then, MycoWorks Co-Founder Sophia Wang joins for this week's edition of The Next Unicorns! (10:12) (0:00) Molly tees up today's segments! (1:46) Ask Jason! What happens if a VC finds a great startup/founder to invest in, but they've already invested in a similar business (4:31) Ask Jason! What is the ideal number of slides in a pitch deck? What are some general tips to spruce up a pitch deck? (8:34) LinkedIn Marketing - Get a $100 LinkedIn ad credit at LinkedIn.com/nextunicorn (10:12) Molly welcomes MycoWorks Co-Founder Sophia Wang to discuss her founding story, why she got into Mycelium solutions, and more! (19:37) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist (21:05) Sophia breaks down the technology process at MycoWorks (27:39) MycoWorks's unusual fundraising journey (30:15) Blueground - Get up to $1000 off your booking at https://promos.theblueground.com/twist (31:43) Sophia explains her role as Chief Culture Officer, and explains some of the brands they work with FOLLOW MycoWorks: https://twitter.com/MycoWorksInc FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1 |
Dec 08, 2022 |
Meta's ad targeting troubles, Ask Jason, Hive Social's data mishap & more | E1629
00:46:34
First up, Molly breaks down some news stories, including Meta's ad troubles in Europe (1:24) and Semafor's saga with its climate editor departing. (9:51) Then, Jason answers questions from founders! (20:25) Finally, Producer Rachel joins Molly to discuss what happened with Hive Social. (32:10) (0:00) Molly tees up today's segments! (1:24) Molly covers Meta's targeted ad troubles in Europe - are we headed for a new standard for ad-based business models? (8:24) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/TWIST (9:51) Breaking down Semafor parting ways with its climate editor and a major crypto lending business is stopping its US operations (19:12) LinkedIn Jobs - Post your first job for free at https://linkedin.com/twist (20:25) Ask Jason! What percentage of equity should a startup give to an advisor? (27:22) Ask Jason! General advice for founders pitching investors? (29:31) Ask Jason! In this environment, should early-stage startups focus on profitability from day one? (32:10) Rachel Reporting: Molly and Producer Rachel break down what happened with Hive Social and discuss broadcast platforms vs consumption platforms FOLLOW Rachel: https://twitter.com/_rachelbraun FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1 |
Dec 07, 2022 |
Slack CEO departs Salesforce, Circle cancels SPAC, SBF's links with media & regulators | E1628
01:07:39
J+M start the show with some BREAKING NEWS: Slack CEO Stewart Butterfield is leaving Salesforce! (5:09) Then, they cover Circle canceling its SPAC (26:06), SBF's interactions with regulators and the media (40:29), and a Startup of the Day! (57:50) (0:00) Molly tees up today's news topics! (1:48) J+M catch up from the weekend (5:09) BREAKING: Slack Founder and CEO Stewart Butterfield is leaving Salesforce two years after the Slack acquisition was announced (12:49) Mixpanel - Apply for $50K in credits at https://mixpanel.com/startups (14:14) Is this a Salesforce issue or a Slack issue? Is Salesforce's Co-CEO leaving last week just a coincidence? (24:43) Crowdbotics - Get a free scoping session for your next big app idea at crowdbotics.com/twist (26:06) Circle cancels its SPAC over missed regulatory deadlines (39:11) Fitbod - Get 25% off at https://fitbod.me/twist (40:29) SBF and Maxine Waters, Semafor's potential illicit funds from SBF (57:50) Startup of the Day! Loft Dynamics is building a VR helicopter flight simulator for ~95% cheaper than traditional simulators FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1 |
Dec 06, 2022 |
Momentum investing in VC + Convective Capital’s Bill Clerico | E1627
00:46:13
J+M are back for another edition of VC Sunday School. This week, they discuss momentum investing in venture capital! (1:35) Then, Molly interviews Convective Capital’s Bill Clerico on investing in firetech startups. (27:58) (0:00) Molly tees up Sunday’s segments! (1:35) VC Sunday School: Momentum investing: fair strategy, or sign of a bubble? (12:56) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist (14:30) Contrarian investing in VC (26:28) Microsoft for Startups Founders Hub - Apply in 5 minutes, no funding required, sign up at http://aka.ms/thisweekinstartups (27:58) Molly is joined by Convective Capital’s Bill Clerico and talks about investing solely in firetech startups (35:30) Bill breaks down the different types of firetech startups that he’s investing in FOLLOW Bill: https://twitter.com/billclerico FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1 |
Dec 04, 2022 |
OpenAI releases ChatGPT, a16z sunsets future.com + OK Boomer with Jack Raines | E1626
01:13:26
J+M kick off the show by discussing and testing out OpenAI’s ChatGPT. (1:59) Then, they wrap up the news with a16z’s announcement that they are shutting down future.com (37:40). Producer Rachel ends the show with another edition of OK Boomer featuring Litquidity’s Jack Raines. (50:03) (0:00) J+M Kick off the show (1:59) Molly gets party theme suggestions from OpenAI’s new Chat GPT (9:58) LinkedIn Marketing - Get a $100 LinkedIn ad credit at https://linkedin.com/thisweekinstartups (11:23) Compounding improvement of AI technology + David Friedberg’s ChatGPT poem and script (18:33) Odoo - Get access to all of Odoo’s apps, services, and maintenance for under $25 at https://odoo.com/twist (19:40) Molly and Jason discuss how ChatGPT works using RLHF (26:57) Advice for founders + Molly & Jason test out ChatGPT (36:13) MicroAcquire - Sell your business with no fees at https://try.microacquire.com/twist (37:40) a16z sunsets future.com + media layoffs (50:03) OK Boomer with Litquidity’s Jack Raines FOLLOW Jack: https://twitter.com/Jack_Raines FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1 |
Dec 02, 2022 |
Reacting to SBF's ill-advised media tour + Disney's new in-house AI-based de-aging tool | E1625
01:31:55
First up, J+M go through a tale of two interviews: SBF at DealBook (3:14) and on Good Morning America (31:58). Then, Lon Harris joins to discuss Disney's new in-house automatic de-aging tool and more! (47:00) (0:00) J+M tee up today's segments! (3:14) Covering Sam Bankman-Fried's two recent interviews, reacting to clips from SBF at the NYT DealBook conference (12:14) Vanta - Get $1000 off your SOC 2 at https://vanta.com/twist (13:43) SBF chimes in on VC responsibility and drug usage at FTX (27:31) Embroker - Use code TWIST to get an extra 10% off insurance at https://Embroker.com/twist (28:46) Finish up with clips from DealBook: FTX US and a final round of applause (31:58) SBF's Good Morning America interview with George Stephanopoulos (37:54) Nutrisense - Use code TWIST and get $30 off at nutrisense.io/twist (39:24) Finishing on SBF's GMA interview and comparing the two interview styles (47:00) Lon Harris joins to discuss Disney's new in-house automated de-aging tool (1:07:48) $WBD in talks to license animated content to Amazon, Ben Affleck and Matt Damon's new artist-led venture, Lon's recommendations, Jason's nineties stories, and more! FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood FOLLOW Lon: https://twitter.com/lons Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1 |
Dec 02, 2022 |
Generative AI's potential, Spotify Wrapped + AMP Robotics Founder Matanya Horowitz | E1624
01:11:23
First up, Jason answers two great questions from the most recent cohort of Founder University! (1:34) Then, Molly and Producer Rachel discuss Spotify Wrapped's marketing genius and a potential new contemporary. (22:33) Finally, AMP Robotics Founder Matanya Horowitz joins Molly for another edition of The Next Unicorns! (40:02) (0:00) Molly tees up today's segments! (1:34) Ask Jason! Is the Generative AI boom for real? (11:42) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist (13:12) Ask Jason! How to survive text-to-image tools as a designer (15:00) Ask Jason! How to build relationships with investors before you start fundraising (21:07) LinkedIn Jobs - Post your first job for free at https://LinkedIn.com/unicorn (22:33) Molly and Producer Rachel break down this year's Spotify Wrapped (and a new contemporary!) (38:38) Crowdbotics - Get a free scoping session for your next big app idea at crowdbotics.com/twist (40:02) Molly is joined by AMP Robotics founder Matanya Horowitz to talk about building recycling-focused robots! (52:04) AMP's customers, target market, company mission, and how they train AI FOLLOW Matanya: https://twitter.com/mhorowit FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1 |
Dec 01, 2022 |
Apple vs Twitter, app store duopoly, YouTube's efficiency, Snap goes back to the office | E1623
01:13:07
First up, J+M cover Twitter vs. Apple and the app store duopoly (2:10) before breaking down Google's employees per department. (32:48) They wrap up talking about Snap announcing a return to the office for all employees (37:09) and more crypto chaos. (58:18) (0:00) J+M tee up today's topics! (2:10) Twitter vs Apple (9:23) Mayfair - Get 4% APY on your idle cash automatically at https://getmayfair.com/twist (10:53) Apple/Google app store duopoly, Steve Jobs's original App Store pitch (21:43) Blueground - Get up to $1000 off your booking at https://promos.theblueground.com/twist (23:15) App Store as a blocker for startups, Apple's interesting priorities (32:48) Google's employees per department breakdown, YouTube's insane efficiency (35:40) Microsoft for Startups Founders Hub - Apply in 5 minutes, no funding required, sign up at http://aka.ms/thisweekinstartups (37:09) Google's dramatic headcount increase since 2019, Snap asks employees to return to the office 80% of the time starting in February, end of entitlement in tech (58:18) BlockFi goes bankrupt and sues SBF, Miami nightclubs see ~99% decline in crypto payments FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1 |
Nov 30, 2022 |
Managing Finances in a Recession: Startup Finance Basics w/ Kruze's Scott Orn | E1622
00:20:24
Jason welcomes back Kruze COO Scott Orn for another edition of Startup Finance Basics! Jason and Scott break down the state of the market (0:00), 2023 budget planning (9:21), and how to nail investor comms! (14:58) (0:00) Jason welcomes Kruze COO Scott Orn and they discuss the state of startups and VC (9:21) What a 2023 budget plan should look like at a Seed stage startup (14:58) Bias for action, investor comms |
Nov 29, 2022 |
Pipe's Co-Founders step down, Apple's China-based iOS update, Black Friday's BNPL boost | E1621
01:27:39
TechCrunch's Alex Wilhelm joins to break down the news! First up, the trio covers Pipe's Co-Founders abruptly stepping down (7:06) and the lessons learned. (26:29) Then, they discuss Apple's China-based iOS update impacting AirDrop (40:31) before Alex leaves. J+M finish the show with more thoughts on China and react to Black Friday's ATH sales volume and the BNPL boom. (1:11:01) (0:00) J+M tee up today's topics and special news guest! (2:21) J+M catch up on their Thanksgiving breaks with TechCrunch's Alex Wilhelm! (7:06) Intense velocity of notable tech stories, teeing up the Pipe situation (12:05) LinkedIn Marketing - Get a $100 LinkedIn ad credit at https://linkedin.com/thisweekinstartups (13:34) Breaking down the Pipe Co-Founders abruptly stepping down (25:02) Supergut - Get 30% off with code TWIST at https://supergut.com (26:29) Pipe's expansion into media and crypto, lessons learned from the "speculative asset bubble" (37:21) Fitbod - Get 25% off at https://fitbod.me/twist (38:39) Alex on running a subscription-based media business within an ad-based media business (40:31) Protests in China, Apple's recent China-specific iOS update, which impacting AirDrop (59:59) J+M wrap with thoughts on China after Alex departs (1:11:01) Black Friday spending hits an all-time high, BNPL sees huge bump y/y FOLLOW Alex: https://twitter.com/alex FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1 |
Nov 29, 2022 |
How VCs size their bets + Ben Birnbaum of TeraWatt and Keyframe | E1620
00:55:31
On VC Sunday School, Jason and Molly discuss how VCs size their investments (1:40). Then, Molly is joined by Ben Birnbaum of Keyframe and TeraWatt! (13:17) (0:00) Molly tees up today's topics! (1:40) Jason breaks down how VCs think about bet sizing! (11:43) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist (13:17) Molly welcomes Ben Birnbaum of TeraWatt and Keyframe to discuss his background and why he started TeraWatt! (27:07) Odoo - Get access to all of Odoo's apps, services, and maintenance for under $25 at https://odoo.com/twist (28:15) Ben explains the current state of commercial EVs and TeraWatt's progress (34:05) How TeraWatt spawned Keyframe, where Ben is an investment partner (38:20) House of Macadamias - Get 20% off at https://houseofmacadamias.com/twist by using code TWIST20 (39:47) Ben explains how and why he started an investment firm to fund his own startup (and startups like it!) Check out TeraWatt: https://terawattinfrastructure.com Check out Keyframe: https://www.keyframecapital.com FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1 |
Nov 27, 2022 |
Zoom earnings, SaaS burnout, Amazon's $10B Alexa loss + FTX contagion with Sunny Madra | E1619
01:25:42
First up, Jason and Molly discuss Zoom's Q3 earnings and SaaS burnout throughout the industry (1:37). Then, they break down Amazon's $10B loss tied to its Alexa smart speakers (22:13) and an Airbnb Co-Founder's new housing startup! (34:54) Sunny Madra joins in the final segment to help explain the crypto contagion caused by the FTX collapse. (45:12) (0:00) Jason tees up today's segments! (1:37) J+M wind-down earnings season with Zoom's Q3 results and discuss SaaS burnout in tech (14:40) Embroker - Use code TWIST to get an extra 10% off insurance at https://Embroker.com/twist (15:55) How Zoom survives and thrives with insane competition (22:13) Amazon's hardware/Prime Video division is on pace to lose ~$10B this year, mostly due to Alexa losses (30:33) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/TWIST (32:01) Solving Amazon's Alexa problem (34:54) Startup of the Day: Airbnb Co-Founder Joe Gebbia has started a housing startup! (43:46) Mixpanel - Apply for $50K in credits at https://mixpanel.com/startups (45:12) Sunny Madra joins to break down the contagion throughout crypto caused by the FTX collapse (1:08:51) More FTX craziness: SBF's hundreds of millions of secondary, FTX's real estate purchases, and more! (1:14:14) Is Coinbase in danger as one of the last major exchanges standing? Could Bitcoin fall further? How hard will it be to raise VC in crypto going forward? FOLLOW Sunny: https://twitter.com/sundeep FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1 |
Nov 23, 2022 |
EMERGENCY POD! Bob Iger returns as Disney CEO | E1618
00:48:12
Bob Iger is BACK as Disney CEO, and Bob Chapek has left the company! First, Jason and Molly break down how we got here (11:49) before Lon Harris joins to go deeper on Chapek's missteps and join in on some speculation and predictions for Iger's second stint as CEO! (23:25) (0:00) J+M tee up today's EMERGENCY POD! (1:40) Jason and Molly catch up on some wild news from the weekend: Elizabeth Holmes's sentencing, crypto contagion, and more! (10:21) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist (11:49) Bob Iger is back as Disney CEO as Bob Chapek steps down, Molly's Chapek intuition (21:56) Crowdbotics - Get a free scoping session for your next big app idea at crowdbotics.com/twist (23:25) Streaming expert Lon Harris joins to break down where Chapek went wrong as Disney CEO (32:59) Supergut - Get 30% off with code TWIST at https://supergut.com (34:30) More Chapek missteps, how he could have handled things differently, theories/predictions on Iger's next big swing FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1 |
Nov 21, 2022 |
VC investing in a downturn & protecting founders + smart vents with Flair's Dan Meyers | E1617
00:57:43
J+M kick off the show with another edition of VCSS: a VC’s role in a down market and protecting your money and founders. (4:32) Then, Dan Meyers of Flair joins Molly for this week’s edition of TWiCS.(28:27) (0:00) J+M discuss how winners start work on Sunday (4:32) VC Sunday School: Raising and deploying capital in a collapsing economy (11:32) Vanta - Get $1000 off your SOC 2 at https://vanta.com/twist (13:02) Pay-to-Play + fiduciary duty vs friendship (18:10) Smash Digital - Visit https://SmashDigital.com/TWIST to get a free SEO video audit for your business (19:32) Dollar-cost averaging into a trade and having the founder’s back (28:27) Molly kicks off TWiCS with Flair Founder - Dan Meyers (36:41) Microsoft for Startups Founders Hub - Apply in 5 minutes, no funding required, sign up at http://aka.ms/thisweekinstartups (38:10) Flair’s business model and the smart puck and vent (49:23) Dan’s pitch to customers and Flair’s competition FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood FOLLOW Dan: https://twitter.com/flair Check out Flair: https://flair.co Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1 |
Nov 20, 2022 |
Managing a recession, housing market insights & more with Redfin's Glenn Kelman + OK Boomer | E1616
00:57:06
Redfin CEO Glenn Kelman joins Jason to discuss the current downturn, operating in a recession, layoffs, the housing market and more. (1:31) Then, Producer Rachel is joined by Volv Co-Founders Shannon Almeida and Priyanka Vazirani. (33:46) (0:00) J+M tee up today's segments! (1:31) Glenn Kelman joins Jason to break down the current downturn, operating in a recession, layoffs, and more (14:30) FanDuel Sportsbook - Sign up with promo code TWIST to place a $1000 risk-free bet at https://sportsbook.fanduel.com (16:02) State of the housing market (29:10) Zapier - Try for free today at https://zapier.com/TWIST (30:43) Molly and Producer Rachel tee up this week's OK Boomer! (33:46) Volv Co-Founders Shannon Almeida and Priyanka Vazirani join Producer Rachel to discuss their nine-second articles media concept FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood FOLLOW Glenn: https://twitter.com/glennkelman FOLLOW Rachel: https://twitter.com/_rachelbraun FOLLOW Priyanka: https://twitter.com/Priyanka_Vaz FOLLOW Shannon: https://twitter.com/shannonsalmeida Check out Volv: https://www.volvmedia.com Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1 |
Nov 18, 2022 |
Breaking down the FTX book + film rights & Michael Lewis’s involvement with Lon Harris | E1615
01:04:18
Lon Harris joins for the FULL show to break down the most recent FTX book/film news (2:26), the business of horror movies (30:42), Apple’s MLS deal (46:43), and more! (0:00) J+M tee up today’s show (2:26) Lon joins to catch up on the most recent FTX book/film news (14:16) Odoo - Get your first app free and a $1000 credit at https://odoo.com/twist (15:24) FTX’s new CEO comments, mapping out FTX content based on the coming Michael Lewis book, CAA’s leaked email (29:29) Dell for Startups - Apply for Dell for Startups and get an additional 10% off at http://dell.com/twist (30:42) Business of horror movies: Blumhouse looking to merge with Atomic Monster (38:39) Linode - Apply to Linode’s Rise program for up to six figures in discounts at https://linode.com/twist (40:08) Giving Andor its flowers (46:43) Apple’s deal for MLS streaming rights, White Lotus talk, and Lon recommendations! FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood FOLLOW Lon: https://twitter.com/lons Subscribe to our YouTube to watch all full episodes: |
Nov 17, 2022 |
Amazon launches "Amazon Clinic" + Calibrate CEO Isabelle Kenyon on metabolic health | E1614
00:57:30
Molly rides solo today as she breaks down Amazon’s new telehealth business, Amazon Clinic. (1:40) Then, Calibrate CEO Isabelle Kenyon joins Molly for another edition of the Next Unicorns! (9:30) (0:00) Molly tees up today's topics! (1:40) Molly breaks down Amazon clinic (8:15) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist (9:30) Calibrate CEO & Founder Isabelle Kenyon joins Molly for the Next Unicorns to chat about calibrate and GLP-1s (20:52) LinkedIn Marketing - Get a $100 LinkedIn ad credit at LinkedIn.com/nextunicorn (22:30) Understanding how inflammation causes many chronic diseases + obesity epidemic (35:51) MicroAcquire - Sell your business with no fees at https://try.microacquire.com/twist (37:19) Calibrate’s enterprise business + inequality in healthcare Check out Calibrate: https://www.joincalibrate.com FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1 |
Nov 17, 2022 |
Wild news week, Bird overstates revenue, Chinese startups look to rebrand + WLITF | E1613
00:49:12
J+M kick off the show with some banter about Russia, SBF, and the challenges of being a journalist. (1:51) Then, they discuss the scooter-sharing industry and Bird being under the eye of the SEC. (13:52) Molly and Jason discuss TechCrunch’s article titled ‘The dilemma of Chinese startups going global'. (24:45) We wrap up the show with a We Live in the Future segment featuring Simbe Robotics. (40:57) (0:00) J+M kick off the show (1:51) Russian missile, SBF, and the challenges of being a journalist (12:24) Revelo - Get 20% off the first 3 months by mentioning TWIST at https://revelo.io/twist (13:52) Scooter sharing industry + Bird in trouble for inflating revenues (23:30) Embroker - Use code TWIST to get an extra 10% off insurance at https://Embroker.com/twist (24:45) Molly and Jason discuss the dilemma with Chinese startups going global + Where is SBF (39:29) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist (40:57) We Live in the Future: Simbe Robotics FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1 |
Nov 16, 2022 |
Amazon to lay off 10K employees, FTX saga update, Shopify's reverse AR platform & more | E1612
01:10:52
First up, J+M break down Amazon's reported ~10K employee RIF (4:27) and try to wrap their heads around the current recession. (15:54) Then, they give an FTX update (26:25), break down the mobile gaming industry (38:12), discuss Shopify's reverse AR platform (47:43), and more! (0:00) J+M tee up today's topics (1:58) Weekend catch-up! (4:27) Amazon will reportedly cut 10K corporate employees this week (14:41) LinkedIn Jobs - Post your first job for free at https://linkedin.com/twist (15:54) Why this recession is so unique, advice for founders (25:16) Policygenius - Go to https://policygenius.com to get a free life insurance quote (26:25) FTX update: SBF's confusing tweets, FTX's interesting corporate culture (36:54) Fitbod - Get 25% off at https://fitbod.me/twist (38:12) Current state of the mobile gaming industry (47:43) WLITF: Shopify's reverse AR shopping tool (55:18) SOTD: UpKeep lets users find, book, and pay for MedSpa treatments FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1 |
Nov 15, 2022 |
Understanding Corporate VC + turning methane into bitcoin w/ Nodal's Daniel Sechrest | E1611
00:55:57
J+M kick off the show by discussing the ins and outs of corporate VC in this edition of VC Sunday School. (2:21) Then, Nodal Power CFO Daniel Sechrest talks with Molly about their independent power plants that convert methane from landfills into bitcoin. (26:38) (0:00) J+M intro today's segments! (2:21) What is Corporate VC + the motivations of CVC and founders who accept it (10:33) Smash Digital - Visit https://SmashDigital.com/TWIST to get a free SEO video audit for your business (11:54) The different types of CVC firms & Climate focused CVC (25:09) Blueground - Get up to $1000 off your booking at https://promos.theblueground.com/twist (26:38) Nodal Power CFO Daniel Sechrest joins Molly to break down how they turn landfill-based methane into bitcoin (36:07) Odoo - Get your first app free and a $1000 credit at https://odoo.com/twist (39:09) Daniel breaks down the history of Nodal Power + how it makes money FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood FOLLOW Daniel: https://twitter.com/danielsechrest Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1 |
Nov 13, 2022 |
FTX bankruptcy, spiciest takes, future of crypto VC, new Amazon Prime drones + OK Boomer | E1610
01:21:37
J+M put a bow on an insane week by putting a bow on the FTX saga: a bankruptcy filing (2:25), the future of crypto VC (13:13), and the spiciest takes on the matter! (24:47) Then, Producer Rachel is joined by Owen Roe to break down the gaming economy on another edition of OK Boomer! (46:38) (0:00) J+M tee up today's segments (2:25) FTX files for bankruptcy (11:38) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist (13:13) Crypto red flags, crypto VC going forward, financialization (23:28) Assure - To get 20% off your first Special Purpose Vehicle (SPV) visit https://Assure.co/twist (24:47) Other crypto dominos to fall, spiciest takes (38:20) Microsoft for Startups Founders Hub - Apply in 5 minutes, no funding required, sign up at http://aka.ms/thisweekinstartups (39:50) We Live in the Future: Revamped Amazon Prime Drones! (46:38) Owen Roe joins Producer Rachel to break down the gaming economy on another edition of OK Boomer! FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood FOLLOW Rachel: https://twitter.com/_rachelbraun FOLLOW Owen: https://twitter.com/Owen_Roe Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1 https://twitter.com/iamDCinvestor/status/1590844690089508864 https://twitter.com/gabrielhaines/status/1591090014942732289 |
Nov 12, 2022 |
FTX fallout: Sequoia's LP letter, SBF's crisis comms + Lon Harris on Andor, $DIS earnings | E1609
00:58:17
J+M kick off the show by breaking down even MORE fallout from the FTX saga: SBF's Twitter thread (2:26), Sequoia's letter to LPs re: marking its FTX investment to $0 (12:02), and more! Then, Lon Harris joins to discuss Andor's brilliance (20:49), Disney's earnings (32:42), and Netflix considering live sports! (48:45) (0:00) Jason tees up today's segments! (2:26) More FTX fallout: SBF's notorious Twitter thread (10:32) Vanta - Get $1000 off your SOC 2 at https://vanta.com/twist (12:02) SEC and CFTC probe FTX, Sequoia's letter to LPs (19:19) Mayfair - Get 4% APY on your idle cash automatically at https://getmayfair.com/twist (20:49) Lon Harris joins to break down Andor's brilliance (31:15) House of Macadamias - Get 20% off at https://houseofmacadamias.com/twist by using code TWIST20 (32:42) Disney earnings: Disney+ subscriber growth, how to integrate Disney+ to its parks and merch segments, and more (48:45) Netflix considers live sports and recommendations from Lon! FOLLOW Lon: https://twitter.com/lons FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1 |
Nov 11, 2022 |
Meta cuts 11K employees, Binance/FTX fallout + Homeward CEO Dr. Jenny Schneider | E1608
01:04:57
J+M start the show by breaking down the two biggest stories in tech: Meta's 13% RIF, impacting 11K employees (1:23) and the Binance/FTX fallout (19:21). Then, Homeward CEO Jenny Schneider joins Molly Wood for another edition of The Next Unicorns! (40:35) (0:00) J+M tee up today's topics! (1:23) Meta lays off 11K employees (13% of the company) (14:20) LinkedIn Jobs - Post your first job for free at https://linkedIn.com/unicorn (15:45) Alternative strategies for Meta (19:21) Binance/FTX fallout (28:14) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist (29:40) Impact on crypto VC (39:13) Coda - The all-in-one doc for teams, sign up for free at https://coda.io/twist (40:35) Homeward CEO Jenny Schneider joins Molly Wood to break down why she started a company that provides healthcare services to rural areas in America (49:15) Challenges for Homeward (57:42) Breaking down Homeward's business model FOLLOW Jenny: https://twitter.com/dr_jschneider FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1 |
Nov 10, 2022 |
EMERGENCY POD: FTX sells to Binance with Vinny Lingham and Sunny Madra | E1607
00:50:38
Vinny and Sunny join the show to cover all the angles of Sam Bankman-Fried selling FTX to Binance after a liquidity crunch! (0:54) (0:00) Intro! (0:54) Vinny Lingham and Sunny Madra join to break down SBF selling FTX to Binance after a liquidity crunch! (13:36) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/TWIST (15:04) Comparing FTX's bank run to traditional finance, understanding leverage, culture of: make money first, clean up later, Vinny's theory on Alameda's locked Solana (23:24) Embroker - Use code TWIST to get an extra 10% off insurance at https://Embroker.com/twist (24:35) Three areas of crypto, understanding where FTX and FTT fall in this, risks of centralized exchanges (32:01) How this might impact broader crypto regulation, Bitcoin decoupling from the greater crypto market (37:33) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist (38:57) Understanding what happened to Binance's FTT: Who is the bag holder? How might this unravel going forward? (42:55) FTX fundraising breakdown: could this situation break the crypto VC model? FOLLOW Vinny: https://twitter.com/VinnyLingham FOLLOW Sunny: https://twitter.com/sundeep FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1 |
Nov 08, 2022 |
Meta's looming layoffs & path forward, Airbnb answers concerns & more | E1606
01:07:16
Monday! First, J+M dive deep on Meta reportedly cutting "many thousands" of jobs this week (1:56), the company's best path forward (12:14), and more. Then, J+M discuss some new Airbnb features (40:52) and Peloton's former CEO coming back with a new DTC startup! (55:39) (0:00) J+M tee up today's topics! (1:46) Meta will reportedly continue the trend of tech layoffs, to cut "many thousands" of jobs this week (10:34) Notion - Sign up for FREE at https://notion.com (12:04) Breaking down Meta's path forward, Jason's newest Jay Trade, plan for Meta to juice its stock price over the next 5-10 years (31:56) LinkedIn Marketing - Get a $100 LinkedIn ad credit at https://linkedin.com/thisweekinstartups (33:22) More context on Meta layoffs, severance and finding jobs post layoffs, Meta's insane pace of hiring since 2019 (40:42) Airbnb CEO Brian Chesky announced new features: full pricing transparency, value prioritization, restrictions on checkout requests, and more! (55:29) Former Peloton CEO John Foley is back with a new DTC startup FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1 |
Nov 08, 2022 |
Understanding capital calls, one-off SAFEs + Transaera CTO Ross Bonner | E1605
00:45:15
J+M kick off the show with TWO VC Sunday School topics: understanding capital calls (2:11), and one-off SAFEs. (10:29) Then, Transaera CTO Ross Bonner joins the show to break down why he is building energy-efficient and sustainable cooling systems! (19:54)(0:00) J+M tee up today’s topics! FOLLOW Transaera: https://twitter.com/transaera FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1 |
Nov 06, 2022 |
Airbnb earnings breakdown + Gen Z becoming adults on the internet | E1604
01:03:50
First up J+M deep dive on Airbnb's Q3 earnings (1:27), before Producer Rachel joins for another edition of OK Boomer! (26:57) (0:00) J+M tee up today's segments! (1:27) Airbnb earnings: surviving the pandemic + most profitable quarter to date (6:49) Comparing Airbnb/Uber market caps and the narrative around profitable companies (12:36) Odoo - Get access to all of Odoo's apps, services, and maintenance for under $25 at https://odoo.com/twist (13:38) Airbnb’s value prop + hidden fees, service industry issues (25:42) Masterworks - Skip the waitlist to invest in fine art using at https://Masterworks.com/twist (26:57) Producer Rachel joins J+M to tee up this week's OK Boomer segment (30:34) Summer Rachel Wood joins Producer Rachel to discuss having a baby and raising a child as a Gen Z influencer (41:19) Summer talks about creating content as a new mom, how she approaches posting her child, and the lack of education around pregnancy FOLLOW Rachel: https://twitter.com/_rachelbraun FOLLOW Summer Rachel Warren: https://www.instagram.com/summerrachelwarren FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1 |
Nov 04, 2022 |
Wave of tech layoffs, Robinhood earnings, what makes a great CEO & more | E1603
01:04:11
First, J+M discuss the recent wave of layoffs at Stripe, Opendoor, Lyft, and others. (1:54) Then, they dive deep into Robinhood's impressive Q3 (21:51), and what other companies can learn from RH's shrinking losses. Then, Producer Rachel joins to break down monetizable mood boards! (52:36) (0:00) J+M tee up today's segments! (1:54) Significant layoffs all over tech in the last few days: Stripe, Opendoor, Lyft, Dapper Labs, Chime, and more; Meta and Google's massive opportunity for profitability and share buybacks (9:42) MicroAcquire - Sell your business with no fees at https://try.microacquire.com/twist (11:11) Macro outlook, spending discipline in private and public sectors, Stripe vs Adyen (20:40) Babbel - Save up to 55% off your language learning subscription at https://babbel.com/twist (21:51) Robinhood Q3 earnings: diversifying revenue, subscription vs advertising (36:14) Revelo - Get 20% off the first 3 months by mentioning TWIST at https://revelo.io/twist (37:42) Key takeaway: Diversifying revenue at scale makes businesses anti-fragile; investing in battle-hardened CEOs (41:58) Robinhood earnings: MAUs down significantly from peak, net loss shrinks 87% y/y (52:36) Producer Rachel joins to discuss monetizable mood boards FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood FOLLOW Rachel: https://twitter.com/_rachelbraun Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1 |
Nov 04, 2022 |
Uber Q3 earnings, macro picture + Brinc Drones CEO Blake Resnick | E1602
01:16:35
First up, Jason gives an update on his busy weekend. (2:32) Then, Molly joins to break down Uber's Q3 earnings report (8:50) and the macroeconomic picture. (14:31) Then, Brinc Drones CEO Blake Resnick joins for another edition of The Next Unicorns. (38:07) (0:00) J+M tee up today's topics! (2:32) Jason gives a quick work update (8:50) Uber's Q3 earnings (12:50) LinkedIn Marketing - Get a $100 LinkedIn ad credit at LinkedIn.com/nextunicorn (14:31) Fed's newest 75 basis point rate hike, comparing average Uber driver earnings to teachers (23:58) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist (25:24) Ideas on improving public education (31:47) Jason's warning to founders on the state of the downturn (36:40) Kalshi - Sign up to win $100K at https://kalshi.com/efc (38:07) Brinc Drones CEO and Founder Blake Resnick breaks down why he started a first responder safety-focused drone company (47:12) Blake walks through a demo of Brinc's technology (54:59) The business of running a hardware startup: sales cycles with government buyers, building prototypes, customer-focused product iteration (1:07:24) Blake demos Brinc's newest product, the Brinc Ball Check out Brinc: https://www.brincdrones.com FOLLOW Brinc: https://twitter.com/brincdrones FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1 |
Nov 03, 2022 |
Steve Case on "The Rise of the Rest", America's economic resiliency & more | E1601
00:50:33
Author, CEO of Revolution, and former AOL CEO Steve Case joins Jason to talk about his new book, "The Rise of the Rest". (0:50) They also discuss reflections on remote work (13:14), American economic resiliency (25:48), capital formation in America (36:32), and more! (0:00) Show start (0:50) Jason welcomes Steve Case: Author, CEO of Revolution, and former CEO of AOL to talk about his book, "The Rise of the Rest" (11:44) Vanta - Get $1000 off your SOC 2 at https://vanta.com/twist (13:14) Remote work reflections: can a great company be built fully remote? (24:37) Embroker - Use code TWIST to get an extra 10% off insurance at https://Embroker.com/twist (25:48) American economic resiliency, China's capitalist system going off the rails, not staying complacent (34:16) LinkedIn Jobs - Post your first job for free at https://linkedin.com/twist (35:31) Opening investor access, fixing capital formation in America (43:16) Politics and policy involvement |
Nov 01, 2022 |
Self-driving shakeup: TuSimple CEO fired & Argo AI shuts down + Divvy Homes CEO Adena Hefets | E1600
00:49:14
Molly Wood breaks down some shakeups in the self-driving space: TuSimple fired its CEO and is being probed by the FBI and SEC (1:40), and Argo AI has shut down after raising ~$2.6B. (8:50) Then, Divvy Homes CEO Adena Hefets joins the podcast to break down the state of the housing market and share thoughts on last week's hit piece. (14:09) (0:00) Molly tees up today's segments! (1:40) TuSimple CEO fired, company probed by FBI, SEC (8:50) Argo AI shuts down (12:45) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist (14:09) Adena Hefets joins Molly Wood to discuss the Fast Company article covering her startup Divvy Homes last week (25:17) Grammarly - Sign up for a free and get 20% Grammarly Premium at https://grammarly.com/TWIST (26:49) Operating a business where the stakes are high (homeownership, healthcare, etc) (31:17) Adena breaks down the state of the US housing market (35:14) Athletic Greens - Get 1 year of Vitamin D free and 5 free travel packs with your first purchase at athleticgreens.com/twist (36:34) State of debt markets, operating in different interest rate environments, different capital structures, taking advantage of low-interest rates FOLLOW Adena: https://twitter.com/adenahefets FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1 |
Oct 31, 2022 |
Strategies for investing in an overheated market, understanding warrants + Nat Bullard | E1599
01:02:36
First up, J+M cover how to approach a market that's heating up during a downturn (1:42), before covering warrants. (25:07) Then, Voyager's Nat Bullard joins to discuss his journalist to VC path and Voyager's climate focus. (32:09) (0:00) J+M tee up today's segments! (1:42) How to approach a market that's heating up during a downturn (11:26) Blueground - Get up to $1000 off your booking at https://promos.theblueground.com/twist (12:58) Strategies around patience in VC, entering markets at the wrong time (25:07) Understanding warrants (30:49) Paperclip - Go to getpaperclip.com/twist to get the app free for life (32:09) Nat Bullard joins Molly and breaks down his path from journalist to climate VC (39:15) LinkedIn Marketing - Get a $100 LinkedIn ad credit at https://linkedin.com/thisweekinstartups (40:38) Voyager's thesis, most exciting investment opportunities in climate FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood FOLLOW Nat: https://twitter.com/natbullard Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1 |
Oct 30, 2022 |
Meta's precarious situation, $AMZN earnings breakdown, James Gunn to run DC + OK Boomer | E1598
01:36:00
First up, Jason goes solo to break down more Meta fallout and Amazon's Q3 earnings. (1:59) Then, Lon Harris joins J+M to break down House of the Dragon's huge finale, James Gunn hired to run DC Films, and more! (21:56) Finally, Producer Rachel wraps the show with another edition of OK Boomer! (1:59) (0:00) Jason tees up today's segments! (1:59) Jason breaks down Meta's predicament (11:21) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist (12:55) What Jason would do to fix Meta's stock tumble (16:28) $AMZN Q3 earnings breakdown (20:32) Smash Digital - Visit https://SmashDigital.com/TWIST to get a free SEO video audit for your business (21:56) Lon Harris joins to discuss House of the Dragon's S1 finale (34:33) Kalshi - Sign up to win $100K at https://kalshi.com/efc (36:01) More House of the Dragon discussion: show content, massive ratings; then they discuss Black Adam and James Gunn taking over at DC (42:37) Bob Chapek's comments on animated content spark backlash; streaming business predictions and streaming recommendations! (1:08:36) Molly and Producer Rachel tee up this week's OK Boomer segment! (1:11:31) Tommy Clark joins Producer Rachel to discuss his experience with social media marketing FOLLOW Lon: https://twitter.com/lons FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood FOLLOW Rachel: https://twitter.com/_rachelbraun FOLLOW Tommy: https://twitter.com/tclarkmedia Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1 |
Oct 28, 2022 |
$META earnings instant reaction, Apple's NFT rules, SBF backlash & more | E1597
00:59:00
Sunny and Vinny are BACK for another crypto roundtable! First up, they give instant reactions to Meta's rough Q3 earnings and Zuck's big bet (1:59), before breaking down Meta's AR/VR battle with Apple (15:14). Then, the trio does a full NFT breakdown: Reddit's NFT usage (20:19), new App Store rules (27:41), and understanding royalties! (37:52) Then, they wrap by covering SBF facing backlash and a crypto Q&A. (47:54) (0:00) Jason tees up today's topics! (1:59) Jason welcomes Sunny and Vinny, and the trio breakdown Meta's Q3 earnings right as they drop! (14:12) Odoo - Get your first app free and a $1000 credit at https://odoo.com/twist (15:14) Who will win the AR/VR wars: Meta or Apple? (20:19) Reddit's NFT usage (26:12) Revelo - Get 20% off the first 3 months by mentioning TWIST at https://revelo.io/twist (27:41) Are Apple's new App Store NFT rules overreaching, or a great sign for crypto? (36:28) Smash Digital - Visit https://SmashDigital.com/TWIST to get a free SEO video audit for your business (37:52) Understanding NFT royalties (47:54) SBF facing backlash after comments on regulation (57:39) Crypto Q&A! FOLLOW Sunny: https://twitter.com/sundeep FOLLOW Vinny: https://twitter.com/VinnyLingham FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1 |
Oct 27, 2022 |
$MSFT, $GOOG, $SPOT earnings breakdowns + Coco CEO Zach Rash | E1596
01:10:43
First up Jason does a solo breakdown of recent earnings reports from $MSFT (1:38), $GOOG (13:59), and $SPOT. (26:46) Then, Molly is joined by Coco CEO Zach Rash for another edition of The Next Unicorns! (39:09) (0:00) Jason tees up today's segments (1:38) Microsoft earnings breakdown (12:42) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist (13:59) Google earnings breakdown (25:20) LinkedIn Jobs - Post your first job for free at https://LinkedIn.com/unicorn (26:46) Spotify earnings breakdown (33:54) Why now is the best possible time to start a company (37:58) TripActions - Go to https://tripactions.com/twist and get a $500 Amazon gift card after making your first travel booking OR paying off your first $1000 of liquid spend (39:09) Coco CEO and Founder Zach Rash joins Molly Wood to talk about his robo-delivery startup! (55:38) Last mile delivery market size, why Coco is focusing on remote-controlled vs autonomous, and more! FOLLOW Zach: https://twitter.com/zac_rash FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1 |
Oct 27, 2022 |
Shutterstock partners with OpenAI, Apple's new smart lock partner, Mach 9 spaceplane & more | E1595
00:57:28
First up, J+M discuss Shutterstock partnering with OpenAI and what this means for ownership and IP rights. (1:56) Then they break down Apple partnering with Level to sell a smart lock (29:00) and what the world would be like with a Mach 9 spaceplane. (35:03) Molly wraps the show with a solo news breakdown! (40:37) (0:00) Molly tees up today's segments! (1:56) J+M break down Shutterstock partnering with OpenAI and DALL-E 2 and what this means for IP and content rights (15:30) LinkedIn Marketing - Get a $100 LinkedIn ad credit at https://linkedin.com/thisweekinstartups (16:56) How would Jason solve the "training data" problem from both sides? Is the cat out of the bag regarding ai-generated images? (27:50) Embroker - Use code TWIST to get an extra 10% off insurance at https://Embroker.com/twist (29:00) Apple partners with Level to sell a smart lock (35:03) WLITF: Venus Aerospace's Mach 9 spaceplane! (39:08) Kalshi - Sign up for a chance to win $100K at https://kalshi.com/efc (40:37) Molly solo segment!: US semiconductor employee shortage, India fines Google $113M, Apple's NFT update FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1 |
Oct 26, 2022 |
Brad Gerstner's open letter to Zuck, Meta's lack of efficiency, Divvy Homes hit piece | E1594
01:18:51
J+M cover Brad Gerstner's letter to Zuck and three-point plan to boost Meta's FCF 2x (7:04), an NFT project located at the Fyre Fest island (33:19), and a hit piece on Divvy Homes and its CEO, Adena Hefets. (39:38) (0:00) J+M tee up today's topics! (2:08) Opening banter/weekend catch-up! (7:04) Brad Gerstner published an open letter to Meta CEO Mark Zuckerberg, outlining a plan to double FCF and boost its stock price (12:11) Linode - Apply to Linode's Rise program for up to six figures in discounts at https://linode.com/twist (13:41) Specific plans in Brad's letter, the "open-letter approach", Meta efficiency comparisons and advertiser treatment (27:16) House of Macadamias - Get 20% off at https://houseofmacadamias.com/twist by using code TWIST20 (28:32) Meta's revenue/capex vs. Google (33:19) Homeownership NFTs on the infamous Fyre Fest island! (38:08) Vanta - Get $1000 off your SOC 2 at https://vanta.com/twist (39:38) J+M go through a hit piece against Divvy Homes and Adena Hefets and describe what subtle tells indicate a hit piece (1:10:40) Jay Trading update, geopolitics, and more! FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1 |
Oct 25, 2022 |
Venture Debt: should your startup take it on? + Mi Terro's Robert Luo | E1593
00:37:42
First up, J+M chop it up about venture debt on this edition of VC Sunday School. What are the dangers? And when should your startup take it on? (2:12) Then, Molly has a conversation with Mi Terro founder Robert Luo about how they are targeting the world’s microplastic problem. (19:33) (0:00) J+M tee-up topics for Sunday (2:12) Jason warns founders of the dangers of taking on venture debt (9:23) Harmonic - Get $4000 off at https://harmonic.ai/twist (10:42) Jason addresses when venture debt can and cannot work + PAG’s new venture wealth fund (18:05) MicroAcquire - Sell your business with no fees at https://try.microacquire.com/twist (19:33) Robert Luo joins Molly to explain how Mi Terro is solving the world’s microplastic problem (28:50) Revelo - Get 20% off the first 3 months by mentioning TWIST at https://revelo.io/twist (30:17) Robert talks about competition, his background as an entrepreneur and the future of Mi Terro FOLLOW Molly: https://twitter.com/mollywood https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1 |
Oct 23, 2022 |
YouTube’s new roadmap, OpenAI & BeReal fundraising news, Snap’s 30% drop + OK Boomer | E1592
01:06:41
First up, J+M discuss YouTube’s new @handle feature (2:10) and break down how TikTok and Facebook aren’t catching misinformation in political ads. (10:07) Then, they each do a solo segment! Jason chimes in on Open AI reportedly raising more money from Microsoft (20:53) and Molly breaks down Snap’s 30% drop and BeReal’s ~$600M valuation. (27:39) Producer Rachel ends the show with another segment of OK Boomer featuring recurring guests Jules Terpak and Danny Miranda. (38:08) (0:00) Jason and Molly tee up today’s show! (2:10) YouTube has a new @handle feature (and we’re @startups) (9:05) Odoo - Get your first app free and a $1000 credit at https://odoo.com/twist (10:07) TikTok and Facebook aren’t catching misinformation in political ads (19:23) TripActions - Go to https://tripactions.com/twist and get a $500 Amazon gift card after making your first travel booking OR paying off your first $1000 of liquid spend (20:53) Jason discusses Open AI reportedly raising more money from Microsoft (27:39) Molly breaks down Snap’s ~30% drop and BeReal’s ~$600M valuation (36:33) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist (38:08) Producer Rachel talks to Jules Terpak and Danny Miranda about AI Podcasts FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood FOLLOW Rachel: https://twitter.com/_rachelbraun FOLLOW Jules: https://twitter.com/julesterpak FOLLOW Danny: https://twitter.com/heydannymiranda Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1 |
Oct 22, 2022 |
Tesla + Netflix Q3 earnings, Kevin Hart's VC fund, Twitter ideas, revamping the DCEU | E1591
01:19:59
First up, J+M break down Tesla's Q3 earnings with the help of some insightful charts (2:09), before discussing Kevin Hart's VC firm landing JP Morgan as an LP (17:08) and some ideas for Twitter verification. (27:29) Then, Lon Harris joins the show to cover Netflix's Q3 earnings, its coming ad-supported tier, and how he would revamp the DCEU! (37:19) (0:00) J+M tee up today's segments! (2:09) Tesla Q3 earnings breakdown (15:37) Vanta - Get $1000 off your SOC 2 at https://vanta.com/twist (17:08) Kevin Hart lands JP Morgan as an LP for Hartbeat Ventures, his VC firm (26:05) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist (27:29) Twitter verification ideas (35:52) Blueground - Get up to $1000 off your booking at https://promos.theblueground.com/twist (37:19) Lon Harris joins the show to break down Netflix's Q3 earnings and its plans for an ad-supported tier (1:00:05) Head of DCEU leaves, Lon gives his thoughts on how he would revamp DC to compete with the MCU FOLLOW Lon: https://twitter.com/lons FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1 |
Oct 21, 2022 |
Next Unicorns evaluation + Ask Jason | E1590
00:56:22
New format! Jason evaluates some prior Next Unicorns company's performances since the CEO appeared on the podcast (2:06), and contextualizes the fundraising market throughout the past three years. Then, Jason wraps the show by answering listener questions! (48:18) (0:00) Jason tees up today's new Next Unicorns format! (2:06) Jason shares some thoughts on why he started The Next Unicorns series and tees up some of the most successful companies over the first three seasons (5:32) E971: Checkr CEO Daniel Yanisse (10:37) E987: Upgrade CEO Renaud Laplanche (13:59) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist (15:29) E992: former Expanse CEO Tim Junio (23:14) LinkedIn Marketing - Get a $100 LinkedIn ad credit at LinkedIn.com/nextunicorn (24:51) E998: Benchling CEO Saji Wickramasekara (28:32) E1089: Insitro CEO Daphe Koller (33:26) Kalshi - Sign up at https://kalshi.com/twist and receive $25 after trading your first 100 contracts (34:57) E1098: Cockroach Labs CEO Spencer Kimball (38:19) E1113: Loom CEO Joe Thomas (43:02) E1246: Divvy Homes CEO Adena Hefets (48:18) Ask Jason: 2023's "Why now?", Jason's favorite qualities in a founder and person, greatest acquisitions of all time FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1 |
Oct 20, 2022 |
Stability AI's $1B+ valuation, why you should start or join a startup, Roblox jumps 20% | E1589
00:52:52
First up, J+M cover Stability AI's new billion-dollar valuation (2:45) before Jason runs through a presentation and a manifesto. (15:33) Then, J+M break down Roblox's stock popping 20% on Monday (33:02), and another excellent WLITF segment featuring Joby Aviation! (42:57) (0:00) J+M tee up today's news topics! (2:45) Stable Diffusion-maker Stability AI raises at a $1B valuation! (14:05) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/TWIST (15:33) Jason runs through his talk: "Why you should build -- or join -- a startup" and his document on goals at LAUNCH (24:59) Embroker - Use code TWIST to get an extra 10% off insurance at https://Embroker.com/twist (26:10) J+M discuss the expectations at LAUNCH vs most other venture firms (33:02) Roblox stock popped 20% on Monday after a strong metrics report (37:32) Microsoft for Startups Founders Hub - Apply in 5 minutes, no funding required, sign up at http://aka.ms/thisweekinstartups (39:01) Metaverse-winning pair trade, discussion on getting back to work (42:57) Delta invests $60M into eVTOL-maker Joby Aviation and plans to eventually offer Joby trips to and from airports starting in NY and LA FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1 |
Oct 18, 2022 |
Ye agrees to acquire Parler, Xi Jinping on the state of China, deglobalization & more | E1588
01:19:19
J+M break down Ye agreeing to acquire Parler and share some thoughts on the artist's current situation. (2:22) Then, they cover CCP President Xi Jinping's recent comments on the current state of China (22:39), and what the world might look like with less globalization. (28:58) They wrap with a social media Startup of the Day (52:29) and a space-themed We Live in the Future! (1:04:40) (0:00) J+M intro today's topics! (2:22) Ye has agreed to acquire Parler, a free speech-focused Twitter competitor (15:35) LinkedIn Jobs - Post your first job for free at https://linkedin.com/twist (16:49) More thoughts on Ye's current situation (22:39) CCP President Xi Jinping's recent comments on the state of China and his goals moving forward (27:27) Notion - Sign up for FREE at https://notion.com (28:58) Unwinding globalization, issues with codependency (38:31) Helpware - Go to https://helpware.com/TWIST to get $1000 off your first invoice (39:55) Where CCP policies went wrong, what other countries can learn from them (52:29) Startup of the Day: Gas is a new social media startup geared towards positive superlatives for high school friend groups (1:04:40) We Live in the Future: Spinlaunch's rotating arm that launches satellites into low Eather orbit FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1 |
Oct 18, 2022 |
The Wing shuts down, avoiding pitfalls of success + Tesseract Energy's Alan Chang | E1587
00:48:02
First up, J+M discuss The Wing shutting down, where it went wrong, and avoiding ego-based pitfalls. (1:35) Then, Alan Chang joins Molly to break down his idea behind Tesseract Energy! (22:37) (0:00) J+M tee-up topics for Sunday (1:35) The Wing shuts down: what went wrong (12:44) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist (14:18) Understanding and avoiding ego- and success-based founder pitfalls (21:24) FanDuel Sportsbook - Sign up with promo code TWIST to place a $1000 risk-free bet at https://sportsbook.fanduel.com (22:37) Alan Chang joins Molly and explains his idea behind Tesseract Energy, his time at Revolut, and more! (35:20) MasterClass - Get 15% off an annual membership at https://masterclass.com/startups (36:36) Understanding how a token plays into Tesseract's energy platform |
Oct 16, 2022 |
VCs hiring Twitter ghostwriters, Meta's XR plan, Netflix's ad tier & more | E1586
01:17:19
Friday variety! First up J+M cover a wide range of topics, including VC ghostwriters (12:45), firms investing in public tech companies (22:29), and news lightning round! (34:51) Then, Producer Rachel is back with another edition of OK Boomer. (53:30) (0:00) J+M tee up today's topics! (2:45) J+M talk about happy hour, discuss some All-In topics, geopolitics, markets and more! (11:42) Odoo - Get your first app free and a $1000 credit at https://odoo.com/twist (12:45) VCs are hiring ghostwriters on Twitter! (21:10) Assure - To get 20% off your first Special Purpose Vehicle (SPV) visit https://Assure.co/twist (22:29) WSJ reports that VCs are investing in growth-stage public tech companies rather than late-stage private startups (33:25) House of Macadamias - Get 20% off at https://houseofmacadamias.com/twist by using code TWIST20 (34:41) Lightning round: Decentraland's usage stats, use cases for Meta's new AR headset, Netflix announces ad-supported tier launch date and price (50:22) Producer Rachel joins to tee up this week's OK Boomer! (53:20) Cliff Lerner joins to discuss his new social startup Saturdays |
Oct 15, 2022 |
SEC investigates Bored Apes, AI-generated Steve Jobs/Joe Rogan interview & more | E1585
01:05:03
Vinny Lingham and Sunny Madra are back for another crypto roundtable! The show starts with a discussion on Nvidia's new high-powered graphics cards (2:35) and an AI-generated podcast interview. (15:21) Then, the group breaks down the SEC investigating Yuga Labs over whether or not Bored Apes are securities! (27:07) (0:00) J+M tee up today's crypto roundtable! (2:35) J+M welcome Sunny Madra and Vinny Lingham; Vinny breaks down his new Nvidia purchase and how graphics cards will power the next wave of AI (14:03) Dell for Startups - Apply for Dell for Startups and get an additional 10% off at http://dell.com/twist (15:21) Podcast.ai's AI-generated Steve Jobs/Joe Rogan interview (25:50) Vanta - Get $1000 off your SOC 2 at https://vanta.com/twist (27:07) The SEC is investigating Yuga Labs over its Bored Apes NFT collection, regarding whether or not the NFTs are securities (36:24) Microsoft for Startups Founders Hub - Apply in 5 minutes, no funding required, sign up at http://aka.ms/thisweekinstartups (37:26) What is this SEC investigation actually about? Why or why not are they securities? What are other similar examples? (50:55) More interesting developments in the NFT space, Google announces it will use Coinbase to accept crypto payments FOLLOW Vinny: https://twitter.com/vinnylingham FOLLOW Sunny: https://twitter.com/sundeep FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1 |
Oct 14, 2022 |
TikTok planning to build US fulfillment centers + Liquid Death CEO Mike Cessario | E1584
00:59:23
First up J+M discuss TikTok's apparent plan to build an e-commerce business via US fulfillment centers! (8:57) Then, Molly is joined by Liquid Death CEO Mike Cessario to discuss the genesis of a great brand and more. (17:26) (0:00) J+M tee up today's segments! (2:13) Starlink, 5G, and the rapid advancement of internet connectivity (8:57) TikTok appears to be hiring for product fulfillment centers in the US (16:11) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist (17:26) Molly welcomes Liquid Death Co-Founder and CEO Mike Cessario; they discuss Mike's background pre-Liquid Death and his advice for brand building (28:27) LinkedIn Jobs - Post your first job for free at https://LinkedIn.com/unicorn (29:53) Irreverent marketing approaches pre-Liquid Death, building the Liquid Death brand before launching the product (38:00) Paperclip - Go to getpaperclip.com/twist to get the app free for life (39:06) Describing the genesis of the Liquid Death brand, what CPGs have historically gotten wrong, building a brand based on comedy; understanding flavor demand Check out Liquid Death: https://www.liquiddeath.com FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1 |
Oct 13, 2022 |
New worker classification test proposal, Getir in talks to acquire Gorillas & more | E1583
01:09:01
J+M kick off the show by catching up after Molly's speaking gig yesterday (2:31), before breaking down the US Labor Dept proposing new rules for worker classification (16:23). Then, they discuss self-driving food-running robots (49:11) before discussing potential consolidation in the instant-delivery space! (58:39) (0:00) J+M tee up today's topics! (2:31) Molly's keynote, Jason teaching the next Founder University, data defaults, and liability (14:57) LinkedIn Marketing - Get a $100 LinkedIn ad credit at https://linkedin.com/thisweekinstartups (16:23) US Labor Dept proposes new test for employee vs. independent contractor classification, understanding the history of worker classification (26:17) Policygenius - Go to https://policygenius.com to get a free life insurance quote (27:39) Creating better benchmarks for employees (35:35) Revelo - Get 20% off the first 3 months by mentioning TWIST at https://revelo.io/twist (37:02) Uber's proactive attempt at a "third way" solution between independent contractors and employees (49:11) Startup of the Day: Bear Robotics is creating self-driving food-running robots for restaurants (58:39) Potential consolidation in the instant-delivery market: Getir is in advanced talks to acquire Gorillas FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1 |
Oct 11, 2022 |
Amazon's transformation, Peloton's mistakes, VC market downturn & more with Ben Gilbert | E1582
01:18:06
Acquired's Ben Gilbert fills in for Molly Wood and joins Jason to discuss Amazon's transformation (3:57), AI edge cases (22:02), Peloton's mistakes (32:05), used car prices (59:59), and the current VC market downturn. (1:09:18) (0:00) Jason tees up today's topics! (3:57) Acquired's Ben Gilbert joins Jason to break down the news! First up: Amazon sunsets its "Scout" project, and its transformation from a Day 1 to a Day 2 company (10:45) Embroker - Use code TWIST to get an extra 10% off insurance at https://Embroker.com/twist (11:53) Coco's delivery robots, history of the delivery robot space, where Coco robots can work, the maturation of smartphone components (22:02) AI edge cases: capturing the likeness of a celebrity/notable person (27:33) Microsoft for Startups Founders Hub - Apply in 5 minutes, no funding required, sign up at http://aka.ms/thisweekinstartups (29:03) Escaping the Uncanny Valley (32:05) Peloton cuts 500 more jobs; CEO's comments make employees panic (37:28) Zapier - Try for free today at https://zapier.com/TWIST (38:59) Peloton's two major corporate strategy mistakes, Apple's mass market luxury innovation (59:59) Used car prices are down significantly (1:09:18) VC market downturn coming off a record 2021; was 2021 an aberration? Check out Acquired: https://www.acquired.fm FOLLOW Ben: https://twitter.com/gilbert FOLLOW Jason: https://linktr.ee/calacanis |
Oct 11, 2022 |
Why VCs care about ownership percentage + Flowcarbon CEO Dana Gibber | E1581
01:13:50
First, Jason explains why many VCs focus on ownership percentage and maintaining ownership throughout an investment life cycle. (1:40) Then, Molly welcomes Flowcarbon CEO Dana Gibber to break down her blockchain-based carbon credits solution! (23:04) (0:00) J+M tee up today's segments! (1:40) VC Sunday School: Why many VCs obsess over ownership percentage (9:19) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist (10:53) Jason uses a table to explain dilution over an investments life cycle and why ownership percentage matters (21:43) SnackMagic - Get 10% cashback up to $1000 until October 15th with code HOLIDAY, and see more at snackmagic.com/twist (23:04) Molly welcomes Flowcarbon CEO and Co-Founder Dana Gibber; Dana explains how she got involved with Adam and Rebekah Neumann and Flowcarbon's core offering (36:58) MicroAcquire - Sell your business with no fees at https://try.microacquire.com/twist (38:29) Dana breaks down carbon offsets (51:14) Dana explains the blockchain verification aspect of Flowcarbon (58:38) How Flowcarbon plans to make money, why doing this on the blockchain is the best solution Check out Flowcarbon: https://www.flowcarbon.com FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1 |
Oct 09, 2022 |
US chip industry update, fixing education, Amazon allegations + OK Boomer | E1580
01:02:29
First up, J+M discuss new developments in the US chip industry, including tighter restrictions on exports and a massive new investment in an upstate NY factory! (4:57) They also cover fixing US education (12:37) and a shocking lawsuit against Amazon. (27:58) Then, Producer Rachel is joined by Verci Co-Founders Ami and An on OK Boomer! (40:03) (0:00) J+M tee up today's segments! (1:57) Molly and Jason catch up on Friday! (4:57) US clamps down on chip exports to China, Micron brings chip plant to Upstate NY (11:22) LinkedIn Jobs - Post your first job for free at https://linkedin.com/twist (12:37) Fixing US education (24:26) Masterworks - Skip the waitlist to invest in fine art using at https://Masterworks.com/twist (25:48) CHIPS positivity (27:58) Amazon lawsuit with shocking allegations (38:51) Odoo - Get your first app free and a $1000 credit at https://odoo.com/twist (40:03) Producer Rachel is joined by Verci Co-Founders Ami and An to talk about their community group |
Oct 08, 2022 |
Ask Jason! + Streaming news with Lon Harris | E1579
01:10:53
Jason opens the show by answering listener questions for 20+ minutes! (1:19) Then, Lon Harris joins to break down Netflix's new mega-hit, the death of network TV, and more! (30:22) (0:00) Jason tees up today's topics! (1:19) How founders building hardware and deep tech products can more efficiently raise capital (3:58) Settling Co-Founder disputes (8:28) Jason's thoughts on Seattle as a place to live and as a startup hub (9:58) Is now the right time to jump to FAANG with a high-paying role? (13:06) Athletic Greens - Get 1 year of Vitamin D free and 5 free travel packs with your first purchase at athleticgreens.com/twist (14:20) Benefits of taking VC for a founder that's already successfully bootstrapping (19:40) How There Will Be Blood relates to entrepreneurship (23:35) Is there an age cutoff for investing in founders? (28:56) Revelo - Get 20% off the first 3 months by mentioning TWIST at https://revelo.io/twist (30:22) Lon Harris joins the show to discuss the biggest stories in streaming (34:17) Netflix has a new hit show about Jeffrey Dahmer (38:48) Babbel - Save up to 55% off your language learning subscription at https://babbel.com/twist (39:59) Understanding Netflix's numbers with the Dahmer show, and the financials around the show's creator Ryan Murphy (47:30) Network TV is dying, Comedy Central's big mistake, and more general streaming talk FOLLOW Lon: https://twitter.com/lons FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1 |
Oct 07, 2022 |
Twitter ideas, Elizabeth Holmes trial update, universal USB-C + Ellevest's Sallie Krawcheck | E1578
01:05:26
J+M start the show by suggesting some Twitter product ideas (1:59), before ripping through a lightning round of news. (16:26) Then, Molly welcomes Ellevest CEO and Co-Founder Sallie Krawcheck to kick off another season of The Next Unicorns! (31:09) (0:00) J+M tee up today's topics! (1:59) Jason suggests some Twitter product ideas (14:48) LinkedIn Marketing - Get a $100 LinkedIn ad credit at LinkedIn.com/nextunicorn (16:26) News lightning round: Elizabeth Holmes has sentencing postponed due to incident with a key witness, Europe votes in favor of universal USB-C charging (28:55) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist (31:09) Ellevest CEO Sallie Krawcheck joins Molly to discuss her women-focused investing platform (39:06) Helpware - Go to https://helpware.com/TWIST to get $1000 off your first invoice (40:31) Ellevest total assets, launch story, COVID's harsher impact on women (51:39) Sallie's background on Wall Street, turning haters into customers (1:00:13) Sallie shares thoughts on the current macro environment Check out Ellevest: https://www.ellevest.com FOLLOW Sallie: https://twitter.com/salliekrawcheck FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood Ellevest State of Women’s Financial Wellness in 2022: https://s3.amazonaws.com/production.assets.ellevest.com/documents/Ellevest-The-State-of-Womens-Financial-Wellness-in-2022.pdf |
Oct 05, 2022 |
Twitter deal updates, Poshmark acquired, Liquid Death's $700M valuation & more | E1577
01:00:33
First J+M say as much as they can about the Twitter news (2:03), before breaking down Poshmark being acquired by Naver (6:38). Then, they break down Liquid Death's $700M valuation (34:05) and Selena Gomez raising at a $100M valuation for her pre-revenue mental health startup. (46:05) (0:00) J+M tee up today's topics! (2:03) Elon Musk proposes closing the Twitter deal at the agreed-upon price of $54.20/share (6:38) Poshmark acquired by Naver (15:50) Vanta - Get $1000 off your SOC 2 at https://vanta.com/twist (17:06) The booming "circular economy" space, Naver's acquisition thesis, "Goodwill Finds", Google's circular economy program (26:54) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/TWIST (28:17) Jason's ideas for a circular economy startup (34:05) Liquid Death raises $70M at a $700M valuation, on pace for ~$130M revenue in 2022 (38:43) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist (40:06) Importance of branding and packaging in CPG (46:05) Selena Gomez raises $5M at a $100M valuation from Serena Williams VC firm for her startup Wondermind, mental health startup space FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1 |
Oct 04, 2022 |
Tesla AI Day, SEC charges Kim Kardashian for unlawfully promoting token, Section 230 & more | E1576
01:23:52
Monday! First up, J+M go down the rabbit hole on Tesla AI Day, what impact some form of general AI might have on the world, and more! (2:09) Then, the duo covers the SEC charging Kim Kardashian for unlawfully promoting a token (35:29), before wrapping with the SCOTUS announcing they will hear two cases regarding Section 230. (59:05) (0:00) J+M tee up Monday's topics! (2:09) J+M open with some thoughts on Tesla's AI Day (11:48) Notion - Sign up for FREE at https://notion.com/twist (13:21) What could the advancement of AI do for creating businesses and humanity as a whole? (24:24) SnackMagic - Get 10% cashback up to $1000 until October 15th with code HOLIDAY, and see more at snackmagic.com/twist (25:50) Examples of what impact general AI might have on the future, Tesla's AI advantage (34:15) Odoo - Get your first app free and a $1000 credit at https://odoo.com/twist (35:29) SEC charges Kim Kardashian with unlawfully promoting crypto token (59:05) SCOTUS will hear two cases regarding Section 230, how algorithms play into the publisher vs. platform debate FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1 |
Oct 03, 2022 |
How VCs decide to sell a position + Future's Jean-Louis Warnholz | E1575
00:43:25
On VC Sunday School, J+M discuss how and when VCs decide to sell a position. (2:01) Then, Molly is joined by Future's Jean-Louis Warnholz to discuss his startup, Future, which offers a climate-friendly debit card! (21:28) (0:00) J+M tee up topics for Sunday! (2:01) On VC Sunday School, J+M discuss how and when VCs decide to sell a position (9:07) Embroker - Use code TWIST to get an extra 10% off insurance at https://Embroker.com/twist (10:14) Jason talks about his fund management strategy (18:13) Molly tees up today's TWiCS guest! (19:54) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist (21:28) Jean-Louis Warnholz joins to discuss his climate-focused debit card (31:10) Harmonic - Get $4000 off at https://harmonic.ai/twist (32:28) Jean-Louis Warnholz breaks down Future's business model Check out Future: https://www.future.green FOLLOW Jean-Louis: https://twitter.com/thefuturescore FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood |
Oct 02, 2022 |
The virtuous cycle of tech startups, Mr. Beast turns down $1B offer + OK Boomer: Taylor Bell | E1574
01:01:54
First up, J+M discuss the virtuous cycle of tech startups (2:15) before breaking down Mr. Beast turning down a $1B acquisition offer for his media business (24:58). Then, Producer Rachel is joined by content creator Taylor Bell to discuss her lessons from growing a brand to 180K+ subscribers while having a full-time job. (39:02) (0:00) J+M tee up today's segments! (2:15) Demystifying "Friends and Family" rounds, history of angel investing (10:32) Athletic Greens - Get 1 year free of Vitamin D and 5 free travel packs with first purchase at athleticgreens.com/twist (11:57) The virtuous cycle of tech startups, angel investing (23:53) Paperclip - Go to getpaperclip.com/twist to get the app free for life (24:58) Mr. Beast turned down a $1B acquisition offer for his media company (33:24) Producer Rachel joins to tee up today's OK Boomer guest! (37:45) MasterClass - Get 15% off an annual membership at https://masterclass.com/startups (39:02) Taylor Bell joins Producer Rachel to discuss starting and growing a YouTube channel to 180K+ subscribers while having a full-time job FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood FOLLOW Rachel: https://twitter.com/_rachelbraun FOLLOW Taylor: https://youtube.com/taylorbell Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1 |
Oct 01, 2022 |
Meta's text-to-video tool, Zuck's grand plan, Vision Fund to cut staff 30% + $WBD lawsuit | E1573
01:18:57
J+M discuss Meta's new text-to-video tool and what the future of creativity might look like (2:59), then they break down Zuck's grand plan (14:49) before discussing what a recession might mean for startups (27:18) and SoftBank reportedly cutting 30% of its Vision Fund staff. (36:41) (0:00) J+M intro today's segments! (2:59) Meta announces text-to-video tool (13:33) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist (14:49) Breaking down Zuckerberg's grand plan (21:58) Meta freezes hiring, signals that we've entered a recession (25:52) LinkedIn Marketing - Get a $100 LinkedIn ad credit at https://linkedin.com/thisweekinstartups (27:18) How a recession and big tech layoffs will impact startups (35:28) Odoo - Get your first app free and a $1000 credit at https://odoo.com/twist (36:41) SoftBank is reportedly planning to cut at least 30% of Vision Fund staff (41:29) Jason welcomes Lon Harris and the pair discuss HBO's House of the Dragon and its 10-year time jump (51:37) Warner Bros Discovery sued for allegedly misrepresenting HBO Max subscribers by 10M during the Discover / WarnerMedia merger (57:48) Favorite actors to watch doing anything, rockstars in today's world (1:03:03) CCP censors a popular film for its realistic depiction of rural life in China FOLLOW Lon: https://twitter.com/lons FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1 |
Sep 29, 2022 |
Apple allows in-app NFT purchases + Bitcoin's role during global macro headwinds | E1572
00:56:17
Sunny Madra and Vinny Lingham are BACK for another crypto roundtable! First up, a full breakdown of the current NFT space: Apple allowing in-app NFT purchases (1:35), best uses cases & platforms for distribution (15:07). Then, they discuss Bitcoin's role during global macroeconomic headwinds. (37:46) (0:00) J+M tee up today's crypto roundtable! (1:35) Apple allows in-app purchases of NFTs (13:33) TripActions - Go to https://tripactions.com/twist and get a $500 Amazon gift card after making your first travel booking OR paying off your first $1000 of liquid spend (15:07) NFT use cases, best platforms for minting and distributing NFTs seamlessly (26:19) WorkOS - Go to https://workos.com to learn how to make your app enterprise-ready. (27:49) NFT platforms adopting open standards to reach critical mass (31:38) Celsius reportedly plans to issue "IOU" tokens representing its debt (36:28) Spokn - Get 3 months free at https://getspokn.com/twist (37:46) Global macro headwinds, Bitcoin's role in the monetary system going forward (53:18) Will we ever find out who Satoshi is? FOLLOW Sunny: https://twitter.com/sundeep FOLLOW Vinny: https://twitter.com/vinnylingham FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1 |
Sep 28, 2022 |
Cathie Wood's new VC fund, Bill Gurley's best insights, Girls Who Code on banned books list | E1571
01:03:11
J+M break down Cathie Wood's new VC fund (1:53), Bill Gurley's best insights from his interview with McKinsey (26:13), and Girls Who Code making a banned books list in a Pennsylvania county (0:00) J+M tee up today's venture-heavy topics! (1:53) Cathie Wood's new VC fund: Ark Venture Fund (12:34) Embroker - Use code TWIST to get an extra 10% off insurance at https://Embroker.com/twist (13:42) Opening up VC funds and early-stage investing for retail investors, signs of the start of a recession (24:46) Revelo - Get 20% off the first 3 months by mentioning TWIST at https://revelo.io/twist (26:13) Reacting to Bill Gurley's interview with McKinsey (33:51) FanDuel Sportsbook - Sign up with promo code TWIST to place a $1000 risk-free bet at https://sportsbook.fanduel.com (34:54) More on Gurley's insights: short memories in VC, accepting reality, startups raising too much money, layoffs (47:32) Girls Who Code made a banned books list in a Pennsylvania county FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1 FanDuel Disclaimer: 21+ in select states. First online real money wager only. Refund issued as nonwithdrawable free bets that expires in 14 days. Restrictions apply. See terms at sportsbook.fanduel.com. Gambling Problem? Call 1-800-GAMBLER or visit FanDuel.com/RG (CO, IA, MI, NJ, PA, IL, VA), 1-800-NEXT-STEP or text NEXTSTEP to 53342 (AZ), 1-888-789-7777 or visit ccpg.org/chat (CT), 1-800-9-WITH-IT (IN), 1-800-522-4700 or visit ksgamblinghelp.com (KS), 1-877-770-STOP (LA), 1-877-8-HOPENY or text HOPENY (467369) (NY), TN REDLINE 1-800-889-9789 (TN), 1-800-522-4700 (WY), or visit www.1800gambler.net (WV). |
Sep 28, 2022 |
British pound crashes, Do Kwon's red notice, NASA's DART mission, TikTok nears US deal | E1570
01:16:21
J+M break down the British pound dropping below $1.04 (5:15), Interpol issuing a red notice for Do Kwon (27:07), NASA's DART mission (53:52), and TikTok discussing an agreement with the Biden administration! (59:44) (0:00) J+M tee up today's topics! (2:48) Importance of focus, avoiding the news cycle in the grand scheme of things (5:15) British pound crashes to lowest level ever against the USD (13:15) Indochino - Get $50 off any purchase of $399 or more by using code TWIST at checkout https://www.indochino.com (14:38) Breaking housing and energy in the economy, income inequality's impact globally (25:34) Grammarly - Sign up for a free and get 20% Grammarly Premium at https://grammarly.com/TWIST (27:07) Interpol issues red notice for Do Kwon on behalf of South Korea (35:39) LinkedIn Jobs - Post your first job for free at https://linkedin.com/twist (36:54) Do Kwon tweeting on the lamb, more theories around where he might head to (47:15) New decentralized crypto derivatives platform Nibiru raises a $7.5M seed at a $100M valuation (53:52) WLITF: NASA's DART mission and planetary defense (59:44) The Biden administration drafted a preliminary agreement with TikTok to try and resolve national security concerns FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1 |
Sep 26, 2022 |
Evaluating founder ambition, tools vs platforms + USV's Albert Wenger: post-capital world | E1569
00:57:04
First up, J+M discuss founder ambition and tools vs. platforms on VC Sunday School. (3:06) Then, USV's Albert Wenger joins to break down his firm's $162M climate fund, his book "The World After Capital", and more! (24:16) (0:00) J+M intro today's topics! (3:06) Evaluating founder ambition, tools vs. platforms (11:14) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist (12:48) How investors evaluate tools vs. platforms, and when/if something is "too hard" (19:50) J+M tee up today's TWiCS guest (22:50) SnackMagic - Get 10% cashback up to $1000 until October 15th with code HOLIDAY, and see more at snackmagic.com/twist (24:16) Molly welcomes USV Managing Partner Albert Wenger to discuss USV's $162M climate fund and the climate crisis investment opportunity (33:26) Coda - The All-in-one doc for teams, get a $1,000 credit at https://coda.io/twist (34:57) Albert discusses his book "The World After Capital", and the human attention problem FOLLOW Albert: https://twitter.com/albertwenger FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1 |
Sep 25, 2022 |
Shopify CEO Tobi Lütke on navigating a downturn, innovating in compensation & more | E1568
01:41:15
Shopify CEO Tobi Lütke joins Jason for the third time to break down Shopify's wild ride over the past 2+ years (1:40), $SHOP's new compensation system (14:19), competing with Amazon (45:38), Shop Pay (56:25), and more! Then, Producer Rachel welcomes Jules Terpak back for another segment of OK Boomer! (1:15:58) (0:00) Jason intros today's segments! (1:40) Shopify CEO Tobi Lütke joins to break down Shopify's wild ride over the past 2+ years and the state of the e-commerce market post-COVID peaks (13:00) Spokn - Get 3 months free at https://getspokn.com/twist (14:19) Dealing with stock price distractions during periods of volatility, innovating Shopify's compensation system (27:56) Masterworks - Skip the waitlist to invest in fine art using at https://Masterworks.io/twist (29:23) Tobi breaks down the ideation of Shopify's new "Flex Comp" system (38:53) Helpware - Go to https://helpware.com/TWIST to get $1000 off your first invoice (40:09) Laying off 10% of staff over the summer (45:38) Competing with Amazon, innovating in fulfillment (56:25) Shop Pay, BNPL, and remote work quirks (1:15:58) Producer Rachel welcomes Jules Terpak back for another OK Boomer segment covering Gen Z online life, the entertainment economy, social media backlash, "Sharenting" and more FOLLOW Tobi: https://twitter.com/tobi FOLLOW Jules: https://twitter.com/julesterpak FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1 |
Sep 24, 2022 |
DAO breakdown with Orange DAO's Ben Huh + Amazon's $11B NFL deal with Lon Harris | E1567
01:29:58
(0:00) J+M tee up today's segments! (2:57) J+M intro Ben Huh and discuss his background and why he helped start Orange DAO (15:21) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist (16:51) Understanding how DAOs handle distributions, more DAO mechanics (26:06) Odoo - Get your first app free and a $1000 credit at https://odoo.com/twist (27:20) People taking advantage of business processes left up to interpretation, how blockchain helps solve this, standardizing DAOs (36:58) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist (38:22) Understanding trustworthiness, downside protections, will the US fall behind in crypto? (48:32) J+M welcome Lon Harris! (56:13) Amazon's $11B TNF deal (1:06:20) House of the Dragon doing huge numbers for HBO, Rings of Power (1:17:06) Andor, Disney+'s new Star Wars show (1:24:02) Disney losing goodwill with superfans, where to put the next Disney park Check out Orange DAO: https://www.orangedao.xyz Check out Origami: https://joinorigami.com FOLLOW Ben: https://twitter.com/benhuh FOLLOW Lon: https://twitter.com/lons FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood |
Sep 23, 2022 |
Mojo CEO Vinit Bharara on building a stock market to bet on athletes | E1566
01:09:27
On today's show, Mojo CEO and Co-Founder Vinit Bharara joins Jason to talk about his new stock market to bet on athletes, Mojo, which just launched in New Jersey. (1:39) Vinit breaks down the thesis (17:07), does a product demo (40:27), and explains how they raised $100M to build a stock market from scratch and provide instant liquidity! (0:00) Jason tees up today's interview! (1:39) Jason intros Vinit Bharara, who breaks down his past business ventures including Cafe.com, Diapers.com, working with his brother Preet! (13:05) Brave - Download today at https://brave.com/twist to browse faster, search privately and so much more (14:28) Managing Preet at Cafe.com (17:07) Vinit explains the thesis behind Mojo (24:40) Neo.Tax - Get $500 off R&D tax credit fees at https://neo.tax/twist (26:02) Raising $100M from Thrive Capital, Tiger, and more (39:09) Spokn - Get 3 months free at https://getspokn.com/twist (40:27) Vinit runs through a Mojo product demo (53:58) Building a team of handicappers and quants (1:00:56) Vinit and Jason share 9/11 stories |
Sep 21, 2022 |
Nikola lawsuit updates, Rumble business breakdown + more SPAC updates | E1565
00:53:24
Tuesday SPAC-tacular! J+M cover the biggest on-goings in the world of SPACs, including: the latest in the trial of former Nikola CEO Trevor Milton (1:55), Chamath winding down $IPOD and $IPOF and returning money to investors (30:53), and a breakdown of Rumble's business after completing its SPAC! (42:55) (0:00) J+M tee up today's SPAC-tacular episode! (1:55) More chaos at Nikola, Jason reacts to TWiST interview reportedly being used in court (10:48) Vanta - Get $1000 off your SOC 2 at https://vanta.com/twist (12:04) State of charges against former Nikola CEO Trevor Milton, lessons for founders to take away from this saga (23:18) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/TWIST (24:37) How Jason avoids founders pitching ahead of their skis (30:53) Chamath to wind down $IPOD and $IPOF (35:06) Revelo - Get 20% off the first 3 months by mentioning TWIST at https://revelo.io/twist (36:33) Jason's thoughts on the market and the state of SPACs, plus a JAY TRADE! (42:55) Rumble completes SPAC merger, J+M break down the business FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1 |
Sep 20, 2022 |
Monetizing BeReal, Bogus accounts by US Military, iPhone 14 camera bug, Twilio layoffs | E1564
01:14:26
Jason and Molly kick the week off by breaking down the team's favorite new social media app, BeReal, and its plans to add paid features (15:16). Then, they cover how platforms found fake accounts suspected of being run by the US military (31:12). After, they continue with more tech news, including Apple's iPhone 14 Pro bug (42:25) and Twilio's plans to make "anti-racist" layoffs (49:29). They end the show with a We Live in the Future segment, highlighting the startup TransPod (1:03:06). (2:45) The hosts recap the weekend (14:01) LinkedIn Jobs - Post your first job for free at https://linkedin.com/twist (15:16) BeReal's plans to add paid features (29:46) Notion - Sign up for free at https://notion.com/twist (31:12) Platforms found fake accounts suspected of being run by the US military (40:59) Odoo - Get your first app free and a $1000 credit at https://odoo.com/twist (42:25) The iPhone 14 Pro camera has a camera bug (49:29) Twilio's plans to make "anti-racist" layoffs (1:03:06) WLITF: TransPod's affordable ultra-high-speed transportation FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood |
Sep 20, 2022 |
How to deal with failing startups + Team Wildfire CEO Steve Wolf on "Hurricane-as-a-Service" | E1563
00:59:25
Welcome to Sunday! First up, J+M cover different methods and classifications for dealing with failing startups. (2:01) Then, Molly interviews Team Wildfire CEO Steve Wolf about his "Hurricane-as-a-Service" business! (31:56) (0:00) J+M tee up today's segments! (2:01) VC Sunday School: J+M discuss hospice care for startups (10:50) Embroker - Use code TWIST to get an extra 10% off insurance at https://Embroker.com/twist (11:58) VC fund dynamics with Zombie startups, Jason explains "pay to play" (25:32) Spokn - Get 3 months free at https://getspokn.com/twist (27:03) J+M tee up this week's climate interview! (31:56) Steve Wolf explains his jet engine powered fire-fighting device (37:21) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist (38:55) Steve breaks down the business side of Team Wildfire, "Hurricanes-as-a-Service", and more! (55:32) Molly gets a virtual tour of the "Hurricane on wheels" Check out Team Wildfire: https://www.teamwildfire.com FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood |
Sep 18, 2022 |
Paid newsletter pricing disruption, Instagram Reels underperforming + OK Boomer | E1562
00:46:06
Friday variety is back! First up, J+M do a Startup Breakdown and cover newsletter platform beehiiv and how it could disrupt Substack's pricing model (2:27). Then, they cover leaked documents from Meta that show Reels is underperforming (12:52) before Producer Rachel wraps the show with another edition of OK Boomer! (26:18) (0:00) J+M tee up today's segments! (2:27) Startup of the Day Breakdown! beehiiv charges a flat subscription rate for newsletter subscriptions, price comps with Substack (11:28) Indochino - Get $50 off any purchase of $399 or more by using code TWIST at checkout https://www.indochino.com (12:52) Leaked Meta documents show Instagram's "Reels" product is underperforming (22:51) Producer Rachel joins to tee up today's OK Boomer guest! (24:48) Zapier - Try for free today at https://zapier.com/TWIST (26:18) OK Boomer: Josh Kaplan joins to break down his background and starting Smooth Media (35:14) WorkOS - Go to https://workos.com to learn how to make your app enterprise-ready. (36:43) Why newsletters are an efficient way for influencers to monetize FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood FOLLOW Rachel: https://twitter.com/_rachelbraun FOLLOW Josh: https://twitter.com/JKaplan1 |
Sep 17, 2022 |
Adobe acquires Figma for $20B, Patagonia founder donates profits + Streaming consolidation | E1561
01:06:20
J+M kickoff the show by discussing Adobe acquiring Figma for $20B! (2:30) Then, they cover Patagonia's founder donates nearly all profits to solve climate change. (21:53) Finally, Lon Harris joins to discuss streaming consolidation, consumer burnout, and some interesting new projects! (46:36) (0:00) J+M tee up today's topics! (2:30) Adobe acquires Figma for $20B in a cash and stock deal! (14:42) LinkedIn Marketing - Get a $100 LinkedIn ad credit at https://linkedin.com/thisweekinstartups (16:12) Post-merger thesis, large deal user diligence (21:53) Patagonia founder donates his profits to solving climate change (29:46) SnackMagic - Get 10% cashback up to $1000 until October 15th with code HOLIDAY, and see more at snackmagic.com/twist (31:08) Lon Harris joins to break down the state of streaming: consolidation is coming (37:26) Microsoft for Startups Founders Hub - Apply in 5 minutes, no funding required, sign up at http://aka.ms/thisweekinstartups (38:49) More cuts coming to $WBD, price increases coming to Disney+ and other services, streaming fatigue (46:36) New content to keep an eye on!: new Blade Runner series green lit at Amazon, Spotify series coming to Netflix, and more FOLLOW Lon: https://twitter.com/lons FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1 |
Sep 16, 2022 |
Crypto news: Do Kwon arrest warrant, ETH merge, Orange DAO + The Blueprint Part 10 | E1560
01:43:34
First up, Jason is back with the tenth and FINAL edition of The Blueprint, where he explains the seven ways to create wealth (2:12). Then, Vinny and Sunny join J+M for a crypto roundtable, covering: Do Kwon's arrest warrant (24:04), the ETH merge (49:54), an Orange DAO breakdown (1:14:24), and more! (0:00) J+M tee up today's topics! (2:12) The Blueprint Part 10: The seven ways to create wealth (13:01) Visa - Learn more about Visa’s online Small Business Hub at Visa.com/smallbusinesshub (13:57) The Blueprint Part 10 continued: The seven ways to create wealth (19:20) J+M catch up on the current state of early-stage dealmaking (22:39) Brave - Download today at https://brave.com/twist to browse faster, search privately and so much more (24:04) Vinny and Sunny join! First topic: a South Korean court issued an arrest warrant for Do Kwon (36:51) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist (38:07) How to make crypto safer for retail investors (49:54) ETH merge, insane stats on crypto power usage (1:14:24) Orange DAO breakdown (1:33:23) Vinny challenges Jason's Disney Jay Trade FOLLOW Sunny: https://twitter.com/sundeep FOLLOW Vinny: https://twitter.com/vinnylingham FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1 |
Sep 15, 2022 |
Bob Iger joins VC firm as venture partner, Twitter whistleblower hearing, KKR tokenizes fund | E1559
01:23:35
First up, J+M discuss Bob Iger joining Thrive Capital as a venture partner (2:09), then they break down the most interesting moments from the Twitter whistleblower hearings (24:48). After that, they discuss KKR tokenizing part of its new healthcare fund (57:43), before wrapping on the Launch House allegations. (1:06:22) (0:00) J+M tee up today's topics! (2:09) Legendary former Disney CEO Bob Iger joins Thrive Capital as venture partner (12:23) Revelo - Get 20% off the first 3 months by mentioning TWIST at https://revelo.io/twist (13:45) How Iger linked up with Josh Kushner, false perceptions of VCs (23:32) Dell For Startups - Apply for Dell for Startups and get an additional 10% off at http://dell.com/twist (24:48) J+M react to clips from Twitter whistleblower Peiter "Mudge" Zatko's congressional hearing today (33:13) Assure - To get 20% off your first Special Purpose Vehicle (SPV) visit https://Assure.co/twist (34:33) More clips from the hearing and reflections on Twitter's security issues (57:43) KKR tokenizes part of its new healthcare fund to allow QPs to invest more easily (1:06:22) Launch House allegations FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1 |
Sep 14, 2022 |
Bolt cancels $1.5B Wyre deal, $ROKU adds TikTok-style feature, Deere's self-driving tractors | E1558
01:01:01
J+M are back recapping this week's episode of All-In and how to stop brigading on Twitter (1:42). They also cover Bolt cancelling its $1.5B acquisition of crypto payments startup Wyre (19:46), Roku adding a TikTok-style feature (30:31), and two We Live in the Future stories! (39:48) (0:00) J+M tee up today's topics! (1:42) All-In recap, how Twitter can reduce brigading, and more (18:26) This podcast is sponsored by BetterHelp - Get 10% off your first month at https://betterhelp.com/twist (19:49) Bolt cancels $1.5B Wyre acquisition (29:05) Liquid IV - Get 15% off at https://liquidiv.com using promo code TWIST (30:34) Roku adds TikTok-style feature to its streaming software (38:17) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist (39:51) We Live in the Future: John Deere's self-driving tractors (49:48) We Live in the Future: $5B Moon-themed hotel might be coming to Dubai (56:22) China is ramping up its moon operations due to discovering a new mineral FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1 |
Sep 13, 2022 |
How VCs view founders with a side hustle + Bringing ESG to VC with Joe Blair | E1557
00:51:24
Sunday special! First up, J+M break down how VCs view founders with a side hustle (1:44), and how founders can actually make their side hustles accretive to their startup. (12:45) Then, Molly interviews Bay Bridge Ventures Co-Founder & GP Joe Blair on his ESG-focused VC firm. (28:00) (0:00 Molly tees up today's segments! (1:44 How VCs view founders with multiple roles (11:24) LinkedIn Jobs - Post your first job for free at https://linkedin.com/twist (12:45) How to create side hustles that are accretive to your startup (20:52) J+M tee up today's climate interview (26:56) Vanta - Get $1000 off your SOC 2 at https://vanta.com/twist (28:00) Joe Blair, Co-Founder & GP at Bay Bridge Ventures, joins Molly to break down his institutional ESG and sustainability-focused firm (36:09) Spokn - Get 3 months free at https://getspokn.com/twist (37:37) Bay Bridge's thesis, evaluating what qualifies as an ESG investment, diligence on hard tech, and more |
Sep 11, 2022 |
Muck Rack raises $180M, Elly Health Co-Founder Cecilia Anderson + OK Boomer | E1556
00:55:43
Friday Variety is back! First up, J+M break down Muck Rack's $180M Series A (10:43). Then, Elly Health Co-Founder Cecilia Anderson joins Molly to discuss her startup (21:16). Finally, Producer Rachel interviews Contra Founder Ben Huffman for another edition of OK Boomer. (32:38) (0:00) Jason tees up today's segments! (1:19) Jason recaps his crazy evening at the Lady Gaga concert (9:53) Embroker - Use code TWIST to get an extra 10% off insurance at https://Embroker.com/twist (10:43) Muckrack (a database for journalists) raised a $180M Series A(ish) (19:18) WorkOS - Go to https://workos.com to learn how to make your app enterprise-ready. (20:48) Elly Health Co-Founder Cecilia Anderson joins the show to break down her startup (30:52) Neo.Tax - Get $500 off R&D tax credit fees at https://neo.tax/twist (32:10) Producer Rachel interviews Contra founder Ben Huffman on another edition of OK Boomer! Check out Elly Health: https://www.ellyhealth.com FOLLOW Ben: https://twitter.com/_BenHQ FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood |
Sep 10, 2022 |
Kim Kardashian's new PE firm & impact on VC + how Amazon can turn a profit on Rings of Power | E1555
01:10:01
First up, J+M discuss Kim Kardashian's new PE firm and break down what this means for the broader private investing industry (2:29). Then, Lon Harris joins the show to break down the controversy, history, and math around Amazon's Rings of Power series (25:58). (0:00) Today's segments! (2:29) J+M break down SKKY Partners, Kim Kardashian's new PE firm! (12:04) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist (13:34) Has VC entered the public consciousness? Will VC see more high profile celebrities crossing over and starting funds? Is this the future of VC? (24:54) Helpware - Go to https://helpware.com/TWIST to get $1000 off your first invoice (25:58) Lon joins to break down Amazon's Rings of Power taking over online discourse, but first they talk about Twitter being a net negative for society (36:00) Policygenius - Go to https://policygenius.com to get a free life insurance quote (37:26) Lon explains controversy in Tolkien fandom, the trio gives quick reviews for Rings of Power and House of the Dragon (54:50) Bezos's vanity play, how Amazon can turn a profit on Rings of Power FOLLOW Lon: https://twitter.com/lons FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1 |
Sep 09, 2022 |
Instagram to shut down Shopping, reacting to Apple's event & more + The Blueprint Part 9 | E1554
01:32:51
J+M have big hotel energy today as the duo lets it fly on a bunch of topics including: Trump's documents (2:21), Code Conference poker stories (18:40), Instagram shutting down "Shopping" + Zuck's new look (33:36), Starlink (1:04:37), and more! Then, Molly joins Jason for part 9 of The Blueprint! (1:13:00) 0:00 J+M intro today's segments 2:21 Theories on Trump's classified documents 17:18 SnackMagic - Get 10% cashback up to $1000 until October 15th with code HOLIDAY, and see more at snackmagic.com/twist 18:40 Molly's big interview + Jason's tells poker stories from the Code Conference 29:06 Visa - Learn more about Visa’s online Small Business Hub at Visa.com/smallbusinesshub 30:02 Jason brainstorms a publicity stunt 33:36 Instagram looks to sunset "Shopping" feature, Zuck changes his public persona 40:02 Brave - Download today at https://brave.com/twist to browse faster, search privately and so much more 41:28 Jason confronts his Zuck-induced insecurity 48:11 Why Instagram is shutting down its "Shopping" tab 49:16 Reacting to Apple's event, new watch, AirPods, and iPhone 14 1:04:37 Starlink helping bring broadband to rural areas via school COVID subsidies 1:13:00 The Blueprint Part 9: Molly Wood on manifesting your future! FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1 |
Sep 08, 2022 |
Jason's DTC investment thesis, Jokr looking to raise $50M, liquidation preference breakdown, witness in Elizabeth Holmes trial goes rogue | E1553
01:09:14
First up, Jason explains his DTC investment thesis (3:00), before he and Molly give some insight into the Bay Area heat wave (13:41). Then, Jason and Molly dive deep on reporting that instant delivery startup Jokr might be raising a new round with unusual liquidation preferences (25:50), then Jason breaks down what liquidation preferences are with some spreadsheets. To wrap, J+M cover a witness in the Elizabeth Holmes trial going rogue! (53:27) (0:00) J+M tee up today's topics (3:00) Holiday weekend catch up + Jason explains his DTC investment thesis (12:15) Notion - Sign up for FREE at https://notion.com/twist (13:41) Bay Area heat wave, Burning Man recap (24:31) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/TWIST (25:50) Jokr look to raise between $35M-$50M from existing investors, why they have closed operations in the US, how immigration and labor plays into Jokr's decision (33:43) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist (35:01) Breaking down liquidation preferences and why Jokr investors are looking for an unusually large liq pref in its upcoming round (53:27) A witness in the Elizabeth Holmes case has gone rogue! FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1 |
Sep 07, 2022 |
Raising a VC fund in public + Brilliant Planet's Raffael Jovine on the power of algae | E1552
01:06:11
On VC Sunday School, J+M discuss why Jason is planning on raising LAUNCH Fund IV in public! (2:38) Then, Raffael Jovine joins to discuss how Brilliant Planet is growing algae and using it to sequester carbon (39:25) (0:00) Teeing up today's topics (2:38) J+M discuss Jason's plain to raise LAUNCH Fund IV in public (10:44) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist (12:18) LP relationships, partner capital requirements, and more fund talk! (20:16) Odoo - Get your first app free and a $1000 credit at https://odoo.com/twist (21:42) Teeing up Molly's interview plus an ESG chat! (38:10) MasterClass - Get 15% off an annual membership at https://masterclass.com/startups (39:25) Raffael Jovine joins Molly to discuss how Brilliant Planet is growing algae and using it to sequester carbon Check out Brilliant Planet: https://www.brilliantplanet.com FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1 |
Sep 04, 2022 |
Ask Jason + LAUNCH founder interviews + OK Boomer with Andrew Yeung | E1551
01:01:58
Friday Variety Show! First up, Jason answers a bunch of listener questions. (1:16) Then, Molly interview two amazing LAUNCH portfolio founders building marketplace businesses! (21:09) To wrap the show, Producer Rachel is back with another edition of OK Boomer (42:04) (0:00) Jason tees up today's segments! (1:16) Ask Jason: How to vet startups when you're an employee looking to join one (5:55) Ask Jason: Keep building a specifically requested feature for a major customer OR focus on the core offering? (10:32) iTrust Capital - Visit https://itrust.capital/twist to create your Crypto IRA today (11:38) Ask Jason: A pro athlete asks Jason for his advice on transitioning into VC (14:42) Ask Jason: Two hypothetical questions about Uber's business (19:29) Grammarly - Sign up for a free and get 20% Grammarly Premium at https://grammarly.com/TWIST (21:09) Molly sits down with Giphting CEO Seth Brown to talk about his on-demand gift-giving marketplace (29:16) Neo.Tax - Get $500 off R&D tax credit fees at https://neo.tax/twist (30:32) Molly interviews EnrichedHQ CEO Carleen Haylett about her business: a two-sided marketplace of life skills programs for kids! (42:04) OK Boomer: Producer Rachel interviews Andrew Yeung on tactics for throwing an amazing networking event/dinner Check out Giphting: https://www.giphting.com Check out EnrichedHQ: https://www.enrichedhq.com FOLLOW Seth: https://twitter.com/GiphtingSeth FOLLOW Carleen: https://twitter.com/carleenhaylett FOLLOW Andrew: https://twitter.com/andruyeung FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1 |
Sep 02, 2022 |
The Definitive History of VC with "Power Law" author Sebastian Mallaby | E1550
01:09:13
Huge interview today. "Power Law" author Sebastian Mallaby joins the show to break down some of the most important moments in VC history and his lessons from writing the book, including: the youth revolt (14:18), KP vs Sequoia (27:02), what makes a legendary VC (38:40), and more! (0:00) Jason tees up today's interview with "Power Law" author Sebastian Mallaby (1:42) Sebastian explains how and why he wrote a book on the history of VC (13:13) Vanta - Get $1000 off your SOC 2 at https://vanta.com/twist (14:18) The virtuous cycle of luck early in a VC career, youth revolt in startups, Zuckerberg spurning Sequoia (26:02) Embroker - Use code TWIST to get an extra 10% off insurance at https://Embroker.com/twist (27:02) Tom Perkins and the Kleiner Perkins rise and fall vs Sequoia's sustained dominance, KP's Genentech investment (37:18) Harmonic - Get $4000 off at https://harmonic.ai/twist (38:40) What characteristics make a legendary VC? (56:29) Why are institutional LPs allocating more capital to VC, what happened with China's interest in the industry? Other investable industries other than software FOLLOW Sebastian: https://twitter.com/scmallaby FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood BUY "Power Law": https://www.amazon.com/Power-Law-Venture-Capital-Making/dp/B094PSKDZV |
Sep 01, 2022 |
The Blueprint: finding & developing all-stars + Mark Gurman on Apple's AR plans | E1549
00:59:23
Jam packed show! First up, The Blueprint is BACK as Jason breaks down how he finds and develops emerging talent (1:36). Then, Bloomberg's Apple Guru Mark Gurman is back to discuss the latest on Apple's AR project. (31:33) (0:00) J+M tee up today's topics! (1:36) Jason explains his strategy for finding and developing all-stars (13:30) Visa - Learn more about Visa’s online Small Business Hub at Visa.com/smallbusinesshub (14:26) Jason's tips for managing emerging talent (22:51) Brave - Download today at https://brave.com/twist to browse faster, search privately and so much more (24:16) How to attract the right people to your startup (30:12) LinkedIn Jobs - Post your first job for free at https://linkedin.com/twist (31:33) J+M welcome Bloomberg's Mark Gurman to break down all things Apple, including projected timelines for Apple's AR goggles and the importance of Apple's chip business (46:17) Mark gives his dream Peloton acquirer and grades Jason's Jay Trade on Apple FOLLOW Mark: https://twitter.com/markgurman FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood Subscribe to TWiST Clips for all the best moments: https://www.youtube.com/channel/UCS7tJlcUA6PzVHEMo-X7ddg?sub_confirmation=1 |
Sep 01, 2022 |
Twitter's failed OnlyFans-like product, OpenSea trading volume drops 99%, major FTC lawsuit | E1548
00:40:48
BIG Tuesday show! First up, J+M break down the insane saga of Twitter's now-cancelled OnlyFans-like product (1:41), OpenSea NFT trading volume dropping ~99% (20:47), a MAJOR FTC lawsuit against a data broker selling sensitive info (36:26), and more! (0:00) Molly tees up today's news roundup! (1:41) Twitter's cancelled OnlyFans-like product (10:21) Dell - Apply for Dell for Startups and get an additional 10% off Dell Latitude products at https://dell.com/twist (11:49) Practical issues around mixing adult content with brand advertising, Twitter's internal problems (19:24) Indochino - Get $50 off any purchase of $399 or more by using code TWIST at checkout https://www.indochino.com (20:47) OpenSea single day trading volume dropped ~99% from a peak of $400M+ in early May to ~$5M in late August (29:42) Vanta - Get $1,000 off automating your SOC 2 at https://vanta.com/twist (30:46) Alexis Ohanian's Seven Seven Six is raising $177M to invest in distressed crypto assets (36:26) Potentially groundbreaking FTC lawsuit brought against a data broker for selling sensitive geolocation information without user consent FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1 |
Aug 31, 2022 |
YC brings on Garry Tan as President, Apple's AR plans, Bored Apes at the VMAs | E1547
01:23:06
First up, J+M break down YC announcing Garry Tan as its new President and CEO, and what this means for the industry. (11:44) Then, they break down Apple potentially showing its card for its AR goggles name (37:16), and they wrap with some commentary on Eminem and Snoop Dogg performing as their Bored Apes at the VMAs. (58:20) (0:00) J+M tee up today's topics (2:12) Catching up on the weekend (10:18) LinkedIn Marketing - Get a $100 LinkedIn ad credit at https://linkedin.com/thisweekinstartups (11:44) Garry Tan is stepping back from Initialized to become YC's new CEO and President (25:05) TripActions - Go to https://tripactions.com/twist and get a $500 Amazon gift card after making your first travel booking OR paying off your first $1000 of liquid spend (26:34) Jason explains "no conflict, no interest" (35:46) WorkOS - Go to https://workos.com to learn how to make your app enterprise-ready. (37:16) Quick Jay Trading update, Apple files trademarks for potential AR goggles name (58:20) Eminem and Snoop Dogg performed as their Bored Apes over the weekend at the MTV VMAs |
Aug 30, 2022 |
How VCs think about deploying reserves & follow-on funding + Quaise CEO Carlos Araque | E1546
00:49:44
Sunday show! On VC Sunday School, J+M discuss how VCs deploy reserves for follow-on funding. (1:58) Then, Molly interviews Quaise CEO & Co-Founder Carlos Araque about his geothermal drilling business! (24:02) (0:00) J+M tee up segments for Sunday! (1:58) Jason and Molly talk about how VCs deploy reserves for follow-on funding and bankroll management (10:31) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist (11:47) Golden State Warriors impact on Jason's system-based VC team building philosophy (15:48) J+M tee up today's TWiCS interview! (22:46) Neo.Tax - Get $500 off R&D tax credit fees at https://neo.tax/twist (24:02) Quaise CEO Carlos Araque joins to break down his business: drilling to unlock geothermal energy (33:03) Helpware - Go to https://helpware.com/TWIST to get $1000 off your first invoice (34:10) Carlos explains the size of Quaise's opportunity and how he raised $50M+ Series A for a deep tech project, what their business model will look like, and more! Check out Quaise: https://www.quaise.energy FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1 |
Aug 28, 2022 |
Twitter adds podcasting, Chatter.dev Founder Pete Oxenham + OK Boomer with Danny Miranda | E1545
01:11:03
Friday Variety Show! First up J+M break down Twitter adding podcasting to the platform and what this means for the product and for the podcasting industry. (2:14) Then, LAUNCH portfolio founder Pete Oxenham joins to discuss his SaaS startup, Chatter.dev, with Molly. (26:48) Finally, Rachel wraps the show with another edition of OK Boomer, featuring Danny Miranda. (38:25) (0:00) J+M tee up today's segments! (2:14) Twitter adds podcasting to "Spaces" (15:08) Babbel - Save up to 60% off your language learning subscription at https://babbel.com/twist (16:32) Explaining the value of adding podcasting to a consumer service (25:29) MicroAcquire - Sell your business with no fees at https://try.microacquire.com/twist (26:48) Chatter.dev Founder Pete Oxenham joins to break down his SaaS business! (34:18) Embroker - Use code TWIST to get an extra 10% off insurance at https://Embroker.com/twist (35:25) Producer Rachel joins to tee up OK Boomer with J+M! (38:25) Danny Miranda joins OK Boomer to talk getting into podcasting, starting from scratch, building successful habits, AirPods' impact on podcasting and more! Check out Chatter: https://chatter.dev FOLLOW Danny: https://twitter.com/heydannymiranda FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1 |
Aug 26, 2022 |
$PTON & $SNOW earnings divergence + Streaming news with Lon Harris: HBO, MoviePass & more | E1544
01:02:33
Big show! First up J+M break down two pandemic darlings on two totally different paths: $PTON and $SNOW (2:26). Then, Lon Harris joins to talk about HBO's record breaking House of the Dragon premiere (27:12), MoviePass returning (47:16), and more! (0:00) J+M tee up today's segments! (2:26) Peloton earnings breakdown: it's getting grim, so J+M brainstormed on where the company can go from here, stock was down over 20% (16:26) Odoo - Get your first app free and a $1000 credit at https://odoo.com/twist (17:53) Snowflake earnings breakdown: massive quarter, stock was up over 20% (25:37) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist (27:12) Lon Harris joins to break down this week's streaming news! First up: HBO's House of the Dragon set a record for most-watched premiere with almost 10M viewers (39:39) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist (40:58) $WBD CEO David Zaslav continues to make cuts (47:16) MoviePass is making a comeback and Lon gives some streaming picks |
Aug 26, 2022 |
Student loan debate, Zuck copies BeReal, Twitter whistleblower + Blueprint Part 7 | E1543
01:47:26
First up, J+M break down the news, incl: Student loan forgiveness (2:30), Zuck copying BeReal (20:21), the Twitter whistleblower's allegations (36:32), and a climate company's Series A! (1:04:49) Then, Jason wraps the show with another edition of The Blueprint! (1:16:43) (0:00) J+M tee up today's segments! (2:30) Student loan forgiveness (16:37) Brave - Download today at https://brave.com/twist to browse faster, search privately and so much more (17:57) "Bailout culture" (20:21) Instagram copies popular social app BeReal (26:38) Harmonic - Get $4000 off at https://harmonic.ai/twist (27:59) Jason explains his "never trust Zuck" take origins, how Apple's approach differs from Meta (35:37) Visa - Learn more about Visa’s online Small Business Hub at Visa.com/smallbusinesshub (36:32) Twitter whistleblower implications, comparing it to last year's "Facebook Files" (1:04:49) Series A: Clarity (1:16:43) Blueprint Part 7: Should you take on student debt to go to college? Is it worth it? Follow Jason: https://linktr.ee/calacanis Follow Molly: https://twitter.com/mollywood Subscribe to our YouTube channel: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1 |
Aug 25, 2022 |
Crypto Roundtable: Shkreli's new web3 project, ETH merge, Gensler goes after DeFi protocols | E1542
00:58:04
J+M are joined by Sunny Madra and Vinny Lingham for another crypto roundtable! They cover the following topics: Shkreli's new web3 project (1:50), distributed computing projects (16:08), ETH merge (38:00), Gensler's comments (44:57), and more! (0:00) Molly tees up today's roundtable guests! (1:50) Martin Shkreli's new web3 project (14:46) Revelo - Get 20% off the first 3 months by mentioning TWIST at https://revelo.io/twist (16:08) Breaking down other distributed computing projects: Helium, Filecoin, Hivemapper (27:54) Microsoft for Startups Founders Hub - Apply in 5 minutes, no funding required, sign up at http://aka.ms/thisweekinstartups (29:17) Understanding inverted incentives in crypto, market depth/liquidity theory (36:46) UserTesting - Get real human insights from customers, try for free today at https://usertesting.com/twist (38:00) ETH merge: how risky is it, what impact will the fork have, will it lower gas fees? (44:57) SEC Chair Gary Gensler's comment re: DeFi protocols and crypto banks (51:58) Lightning round! Tribe DAO, BendDAO, Sudoswap and lessons learned |
Aug 23, 2022 |
FTX's leaked financials, $AMZN ramps up healthcare interest + Swayed Founder Arjun Shokeen | E1541
01:24:53
Back with a big Monday news show: Jason and Molly recap last week's All-In (2:09), before covering FTX's leaked financials (17:19), Amazon potentially going further into healthcare (40:34), and more M&A in the e-commerce space. (58:55) Then, Molly wraps the show by interviewing LAUNCH portfolio founder Arjun Shokeen, Founder and CEO of Swayed (1:11:27). (0:00) J+M tee up today's topics! (2:09) All-In recap, Climate Syndicate, and more (16:10) Neo.Tax - Get $500 off R&D tax credit fees at https://neo.tax/twist (17:19) FTX had its 2020 and 2021 audited financial results leaked to CNBC (28:07) Odoo - Get your first app free and a $1000 credit at https://odoo.com/twist (29:26) How to frame crypto going forward, what is crypto's main product? Did the SEC miss the boat on crypto regulation? (39:19) MasterClass - Get 15% off an annual membership at https://masterclass.com/startups (40:34) Amazon is reportedly bidding to acquire Signify Health (58:55) M&A: eBay acquires trading card e-commerce platform TCGplayer for $295M (1:11:27) Molly interviews Swayed Founder and CEO Arjun Shokeen |
Aug 23, 2022 |
How VCs evaluate pre-launch startups + Mycocycle's Joanne Rodriguez | E1540
00:53:53
Sunday show! First up, Jason breaks down how VCs evaluate pre-launch startups (1:54) and startups that are going after a market that doesn't exist yet. (15:21) Then, Molly is joined by Mycocycle CEO and Founder Joanne Rodriguez to talk about developing fungi-powered toxic waste removal and raw material generation! (30:36) (0:00) Molly intros today's segments! (1:54) VC Sunday School: How Jason evaluates pre-launch startups (13:46) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist (15:21) How VCs evaluate startups building for markets that don't exist yet (20:51) Comparing early examples of traction: pre-orders, crowdfunding, LOIs and more (29:16) Masterworks - Skip the waitlist to invest in fine art using at https://Masterworks.io/twist (30:36) Mycocycle CEO Joanne Rodriguez joins to talk about fungi-powered toxic waste removal and raw material generation (38:26) Helpware - Go to https://helpware.com/TWIST to get $1000 off your first invoice (39:33) Mycocycle's finished product, how they're recycling raw materials, traction so far, future of the business Disclaimer: Since inception, Masterworks has sold five paintings from the collection. All sales are net of all fees and expenses. The sale of any paintings from the Masterworks collection, and the option to waive fees, is at the sole discretion of Masterworks and paintings may be held in excess of or up to 10 years or longer. Past price performance is no guarantee of future results. Any historical returns, expected appreciation, or probability projections are not guaranteed and may not reflect actual future performance. |
Aug 21, 2022 |
Ask Jason + LegalQ founder Zeb Anderson + OK Boomer with Jules Terpak | E1539
00:59:24
Friday variety show! First up, Jason answers your questions on VCs investing in a downturn, winning founder qualities, and more. (1:24) Then, Molly interviews LAUNCH founder Zeb Anderson about his legal startup LegalQ. (16:36) Producer Rachel wraps the show with another edition of OK Boomer featuring Jules Terpak! (26:59) (0:00) Molly intros the Friday variety show! (1:24) Ask Jason: Why VCs slow investment pace in a downturn (7:00) Ask Jason: What qualities make Jason invest in a founder a second time after a failure (12:29) Jason explains the traction at Uber and Calm when he invested (15:06) Coda - The All-in-one doc for teams, get a $1,000 credit at https://coda.io/twist (16:36) Molly interviews LAUNCH Accelerator founder Zeb Anderson of LegalQ about his app connecting legal professionals and clients (25:34) This podcast is sponsored by BetterHelp - Get 10% off your first month at https://betterhelp.com/twist (26:59) OK Boomer! Producer Rachel welcomes tech commentator Jules Terpak and talks about the importance of curiosity when building your brand (37:03) iTrust Capital - Visit https://itrust.capital/twist to create your Crypto IRA today (38:10) Digital culture, banning TikTok, social media consent, and more |
Aug 20, 2022 |
Apple's new feature & potential ads business + more HBO Max layoffs & chaos | E1538
01:02:04
New segment alert! J+M debut "Little Big Things" to highlight a unique new feature from Apple (1:46), before breaking down the company ramping up its ads business and what that means for consumers. (10:49) Then, Lon Harris joins to break down all things streaming. (21:20) (0:00) J+M intro today's segments! (1:46) New segment! Little Big Things: Apple News audio stories (9:42) Embroker - Use code TWIST to get an extra 10% off insurance at https://Embroker.com/twist (10:49) Apple's potential ads business: great for revenue, potentially bad for consumers (20:08) Vanta - Get $1,000 off automating your SOC 2 at https://vanta.com/twist (21:20) Lon joins and Jason discusses Molly's appearance on the Pivot podcast! (23:47 More chaos at $WBD: 14% RIF at HBO Max, 30+ titles getting canned off streaming, bad feelings with creators (37:59) Revelo - Get 20% off the first 3 months by mentioning TWIST at https://revelo.io/twist (39:20) Digital distribution rights, how Netflix changed the industry and how Warner Bros Discovery might use this recent move as leverage going forward (43:20) New series premiering with massive budgets: House of the Dragon, Rings of Power; breaking down the math on why these shows cost $20M-$58M per episode (55:32) Streaming overtakes cable viewership for the first time! |
Aug 19, 2022 |
Reaction to Adam Neumann's $350M raise, Boom Supersonic's new deal + The Blueprint Part 6 | E1537
01:04:08
J+M kick off the show by discussing the reaction to Adam Neumann's $350M raise (1:40), before covering Boom Supersonic's new deal with American Airlines (24:59), and a Startup of the Day. (41:55) Jason wraps the show solo for part 6 of The Blueprint, where he covers getting ahead of trends! (48:06) (0:00) J+M intro today's segments! (1:40) Thoughts on the reaction to Adam Neumann's $350M raise from a16z, including a NY Post article that Jason was quoted in (12:45) WorkOS - Go to https://workos.com to learn how to make your app enterprise-ready. (14:14) Was the negative reaction to the fundraising warranted? What is the counter case? (24:04) Visa - Learn more about Visa’s online Small Business Hub at Visa.com/smallbusinesshub (24:59) American Airlines agrees to purchase up to 20 jets from airplane startup Boom Supersonic, J+M do some math on ticket prices (34:13) Brave - Download today at https://brave.com/twist to browse faster, search privately and so much more (35:33) Does the world need supersonic passenger jets? (41:55) Startup of the Day: Goodfellows helps elderly people and young people foster connections (48:06) The Blueprint Part 6: Jason explains how he gets ahead of trends Jason's Howard Stern/Spotify blog from 2015: https://www.linkedin.com/pulse/howard-sterns-easy-billion-dollar-pay-day-courtesy-app-calacanis |
Aug 18, 2022 |
Debating Apple's return to work & Jason's WFH playbook, $META partners with $DASH & more | E1536
01:20:47
J+M have a big debate over remote work: including covering Apple's return to work policy, Malcolm Gladwell's comments, Jason's WFH playbook, and much more. Then, they cover Meta's new partnership with DoorDash for Facebook Marketplace deliveries, and a Jay Trading update! (1:05:19) (0:00) J+M tee up today's topics! (1:57) Apple will be sending all corporate employees back to the office in September + J+M debate Malcolm Gladwell's comments on remote work (12:45) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/TWIST (14:04) Hypocrisy of the return to work, understanding the impasse, "overemployed" and "quiet quitting" movements (26:28) Notion - Sign up for FREE at https://notion.com/twist (27:49) What would tech unions look like? (38:40) Bubbles - Get your point across with unlimited screen and video recordings for free at https://usebubbles.com/twist (39:57) Shifting power dynamics in modern work, Jason's advice to startup founders for managing remote employees, UBI thoughts, Jason's WFH requirements (1:05:19) Meta partners with DoorDash to deliver Facebook Marketplace items, Jay Trading updates |
Aug 17, 2022 |
Adam Neumann raises $350M from a16z for his new startup Flow, Bay Area housing hypocrisy | E1535
01:11:31
Molly is back for a HUGE news days! Adam Neumann has raised $350M from a16z for his new startup Flow (2:14), and his main investor, Marc Andreessen, got into some hot water over housing policy hypocrisy! (22:05) (0:00) Molly is back! J+M intro today's topics! (2:14) Jason and Molly catch up Molly's vacation and the craziness of the past week (12:36) LinkedIn Jobs - Post your first job for free at https://linkedin.com/twist (13:56) Adam Neumann's new residential real estate company Flow has raised $350M from a16z at a valuation over $1B! (20:34) TripActions - Go to https://tripactions.com/twist and get a $500 Amazon gift card after making your first travel booking OR paying off your first $1000 of liquid spend (22:05) Marc Andreessen's blog explaining a16z's Flow investment, Jason and Molly go deep on potential business plans for Flow and why a16z made this bet (34:37) Odoo - Get your first app free and a $1000 credit at https://odoo.com/twist (35:56) Marc Andreessen's housing hypocrisy (53:35) Jason reads slides from the leaked Flow deck *JOKE*, another a16z portfolio founder in a similar market as Flow chimed in on Twitter |
Aug 16, 2022 |
Self-destructive traits of VCs & founders + Air Protein CEO Dr. Lisa Dyson | E1534
00:45:28
First up, Molly and Jason break down self-destructive founder and VC traits (1:37). Then, Molly interviews Air Protein CEO Dr. Lisa Dyson on how they turn carbon dioxide into protein and how they are innovating in the booming alternative meat space! (21:42) (0:00) Jason intros the Sunday show! (1:37) VC Sunday School: Self-destructive founder tendencies (9:15) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist (10:45) Self-destructive investor tendencies (15:13) How to do damage control if you take money from a disruptive investor (20:35) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist (21:42) Molly intros Dr. Lisa Dyson who explains Air Protein's founding story, mission, and the science behind it (30:35) Helpware - Go to https://helpware.com/TWIST to get $1000 off your first invoice (31:51) How Air Protein differs from traditional meat (36:33) Air Meat's fundraising history and creation process |
Aug 14, 2022 |
Howard Lindzon reviews Jason's portfolio & breaks down public/private investing + OK Boomer | E1533
01:40:26
Howard Lindzon joins to talk about the different mindsets and skillsets of public and private market investors and breaks down what the future of the blockchain might look like. (1:39) Then, Producer Rachel is back with another OK Boomer segment, interviewing Ben Smith of Goal House NYC! (1:20:52) (0:00) Jason tees up today's segments! (1:39) Howard Lindzon joins and breaks down the differences between public and private investing mindsets (12:21) UserTesting - Get real human insights from customers, try for free today at https://usertesting.com/twist (13:38) How liquidity impacts public/private investing, why Howard is bullish on $NFLX over $DIS (24:05) Liquid IV - Get 25% off at https://liquidiv.com using promo code TWIST (25:17) Remote work's impact on less experienced employees, how the blockchain will impact startups in the future (36:11) FanDuel Sportsbook - Sign up with promo code TWIST to place a $1000 risk-free bet at https://sportsbook.fanduel.com (37:20) Potential game-changing NFT and DAO use cases (48:27) Howard reviews Jason's Jay Trading portfolio (59:53) Semantics, media, next generation of the internet, politicizing the Fed (1:11:02) Jason tees up OK Boomer with Producer Rachel (1:20:52) OK Boomer: Rachel interviews Ben Smith of Goal House NYC FanDuel Disclaimer: 21+ and present in AZ, CT, IA, IL, LA (permitted parishes only), MI, NJ, NY, PA, TN, WV, or WY. First online real money wager only. Refund issued as non-withdrawable free bets that expire 14 days after receipt. Restrictions apply. See terms at sportsbook.fanduel.com. Gambling Problem? Call 1-800-GAMBLER or visit FanDuel.com/RG (IA, MI, NJ, PA, IL), 1-800-NEXT-STEP or text NEXTSTEP to 53342, 1-888-789-7777 or visit ccpg.org/chat (CT), 1-877-770-STOP (LA), 1-877-8-HOPENY or text HOPENY (467369) (NY), TN REDLINE 1-800-889-9789 (TN), 1-800-522-4700 (WY), or visit www.1800gambler.net (WV). |
Aug 13, 2022 |
$DIS earnings, Disney vs Netflix & streaming strategies with Lon Harris + Ephemeral Tattoos | E1532
01:29:52
Lon Harris joins the show for a full streaming industry breakdown, including $DIS earnings, $WBD drama, streaming strategies, and more! (1:59) Then, Molly interviews Ephemeral CEO Jeff Liu on building a high-quality temporary tattoo solution. (1:09:00) (0:00) Jason tees up today's segments! (1:59) Jason welcome Lon Harris to talk misaligned media incentives and Trump coverage (12:45) MicroAcquire - Sell your business with no fees at https://try.microacquire.com/twist (14:05) Hulu's new film Prey is its largest streaming debut to date (27:18) Vanta - Get $1,000 off automating your SOC 2 at https://vanta.com/twist (28:29 Why the Predator franchise is valuable IP for Disney, how streaming platforms should handle "auteurs" (35:41) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist (37:14) $DIS earnings, how Disney's streaming platforms overtook Netflix in terms of subscribers (46:52 Breaking down $WBD and how it should handle various IP, streaming residuals upheaval (51:25) Disney vs Netflix BOTE Math, Ezra Miller situation, strategies for Zaslav to take advantage of $WBD IP (1:09:00) Molly interviews Ephemeral CEO Jeff Liu |
Aug 12, 2022 |
State of the crypto market, Tornado Cash blacklisted, $COIN Q2 + The Blueprint Part 5 | E1531
01:39:36
Sunny Madra and Vinny Lingham join Jason for a fully loaded crypto market breakdown (1:40). Topics covered include: Tornado Cash being blacklisted by the US Treasury Dept, Coinbase Q2 earnings, smart crypto regulation, fixing early-stage crypto governance, and more! Jason wraps the show with Part 5 of The Blueprint: Generalists vs. Specialists. (1:21:44) (0:00) Jason intros today's segments: crypto roundtable and The Blueprint! (1:40) Current state of the crypto market after the massive pullback (14:31) Brave - Download today at https://brave.com/twist to browse faster, search privately and so much more (15:33 Tornado Cash blacklisted by the US Treasury Dept: what is it, what it means for "frozen" crypto assets & more (27:12) LinkedIn Marketing - Get a $100 LinkedIn ad credit at https://linkedin.com/thisweekinstartups (28:36) How large-scale spam attacks and hacks will change consumer behavior in the still-early crypto industry (37:37) Visa - Learn more about Visa’s online Small Business Hub at Visa.com/smallbusinesshub (38:32) How should crypto be regulated? Should the US create a new agency dedicated to digital assets? Should there be a new set of rules for crypto? (48:39) Did Coinbase let customers down? $COIN Q2 earnings, responsibilities to customers, what Coinbase's platform might look like if altcoins are regulated as securities (55:22) Pseudonymous and anonymous impact on high-profile crypto projects, how to fix early-stage crypto governance (1:04:12 Interesting consumer-facing crypto projects (1:21:44) The Blueprint Part 5: Generalists vs. Specialists |
Aug 11, 2022 |
VC market overview, Vision Fund impact, Amazon's core businesses & more with Acquired | E1530
01:24:44
Acquired's Ben Gilbert and David Rosenthal join the show to discuss how they think about public market investments (1:43), VC token sales (27:25), a VC market overview (45:40), the Vision Fund's impact on Silicon Valley (1:00:33), and Amazon's core pillars! (1:13:21) (0:00) Jason intros today's guests and topics: Crossover Pod with Acquired! (1:43) Private markets overview, Jay Trading, Ben's investment thesis for TSMC and Shopify (13:44) Embroker - Use code TWIST to get an extra 10% off insurance at https://Embroker.com/twist (14:52) Jason makes two live Jay Trades, better solutions for employee stock options (26:14) Dell - Apply for Dell for Startups and get an additional 10% off Dell Latitude products at https://dell.com/twist (27:25) Crypto regulation, VC token sales (39:33) Zapier - Try for free today at https://zapier.com/TWIST (41:02) The burden of going public, final ideas on digital asset regulation (45:40) Major takeaways from PitchBook's Q2 US VC Monitor: exit value collapse, deal volume down, seed not impacted as much, signs of life in the early-stage (1:00:33) Reflecting on Masa's precarious position and the impact that SoftBank's Vision Fund has had on the VC industry (1:13:21) Ranking the most impressive pillars of Amazon's business: AWS, Prime, marketplace, advertising |
Aug 10, 2022 |
SoftBank's Vision Fund loses $21B+, DTC brands struggle + NutriSense CEO Alex Skryl | E1529
01:13:36
Jason breaks down SoftBank's Vision Fund losing $21B+ last quarter and reflects on how founders should approach raising capital from megafunds. (2:11) Then, Jason reflects on lessons learned from the tough DTC space (27:05) and gives a quick Jay Trading update! (36:17). To wrap, NutriSense CEO Alex Skryl joins J+M to break down the benefits of continuous glucose monitoring! (47:37) (0:00) Jason tees up today's solo news + founder interview! (2:11) Jason breaks down SoftBank's Vision Fund losing ~$21B+ last quarter and analyzes some clips from Masayoshi Son's investor presentation (11:31) Microsoft for Startups Hub - Apply in 5 minutes, no funding required, sign up at http://aka.ms/thisweekinstartups (12:54) Jason disagrees with Masa's new strategy and direction and explains how founders should approach raising capital by megafunds like the Vision Fund and differences between how Uber and WeWork deployed SoftBank capital (22:46) Assure - To get 20% off your first Special Purpose Vehicle (SPV) visit https://Assure.co/twist (24:06) Reviewing the biggest hits and misses from Vision Fund I (27:05) Lessons learned from DTC shutdowns, how VCs deploy capital in a downturn (34:45) Prometheus - Go to Prometheusalts.com or download it on the App Store and use the access code TWIST to sign up (36:17) Jay Trading update: $DIS, $AMZN, $WBD, $SFIX (47:37) Nutrisense CEO Alex Skryl joins to talk glucose monitoring benefits, biohacking, and more! |
Aug 09, 2022 |
Why some VCs won't invest in first-time founders + $369B carve-out for climate/energy | E1528
01:03:07
First up on VC Sunday School, J+M cover the stigma around investing in first-time founders: Is it a myth? What are the pros and cons? What really matters when evaluating a founder? (3:01) Then, Molly interviews Jay Koh of The Lightsmith Group to break down the Inflation Reduction Act's $369B climate/energy allocation. (29:08) (0:00) Jason and Molly tee up today's segments! (3:01) why is there a bias against investing in first-time founders? (15:04) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist (16:21) Most important factors to startup success (21:42 Jason and Molly tee up Molly's climate interview which is focused on the Inflation Reduction Act's $369B climate/energy carve-out (27:53) MasterClass - Get 15% off an annual membership at https://masterclass.com/startups (29:08) Jay Koh of The Lightsmith Group joins to break down the $369B earmarked for climate/energy in the Inflation Reduction Act (36:39) Odoo - Get your first app free and a $1000 credit at https://odoo.com/twist (37:58) What will the $369B do for the climate VC industry? (48:48) What will this investment do for America's standing as a global climate tech leader? |
Aug 07, 2022 |
$COIN partners with $BLK, $AMZN acquires iRobot for $1.7B, Jay Trading update + OK Boomer | E1527
01:18:08
Solo Jason news day! First up, Jason breaks down Coinbase's performance as a public company and its recent partnership with BlackRock (2:18), then he covers Amazon acquiring Roomba-maker iRobot (18:08), before wrapping the news with a Jay Trading update. (24:53) Producer Rachel wraps the show by interviewing Minted's Marcus Milione for OK Boomer! (52:35) (0:00) Jason intros today's topics! (2:18) Jason analyzes $COIN's performance as a public company and its volatile price fluctuations (14:52) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist (15:59) BlackRock partnering with Coinbase to manage its institutional crypto trading business (18:08) $AMZN acquires Roomba-maker iRobot for $1.7B (23:38) Helpware - Go to https://helpware.com/TWIST to get $1000 off your first invoice (24:53) Jason debuts jaytrading.com and gives his reasons for doing it (30:58) $WBD down ~17% after a bad earnings report (36:53) Bubbles - Get unlimited screen and video recordings for free at https://usebubbles.com/twist (38:10) Jason tells a quick story about meeting Bill Clinton & talks to Producer Rachel about her first year of interviews on OK Boomer (52:35) Rachel interviews Marcus Milione on brand building, monetizing a passion, and more |
Aug 06, 2022 |
$WBD shakeup, streaming earnings, Locket raises $12.5M, Lina Khan/FTC sues Meta | E1526
01:13:01
Lon Harris joins the show to break down the chaotic shakeup going on at Warners Bros. Discovery, what's happening with HBO Max, potential new roadmaps for the DCEU, and more. (2:46) Then, J+M break down a new intimate social app called Locket raising $12.5M (44:02) and Lina Khan taking action against Meta. (51:39) (0:00) J+M intro today's topics! (2:46) Lon Harris joins to break down what is going on at Warner Bros. Discovery (14:05) Grammarly - Sign up for a free and get 20% Grammarly Premium at https://grammarly.com/TWIST (15:22) Is streaming subscription revenue a viable business compared to big box office hauls? Is $WBD making a terrible move re: creative relationships? (24:26) Indochino - Get $50 off any purchase of $399 or more by using code TWIST at checkout https://www.indochino.com (25:48) Discovery vs. HBO branding, Roku/Paramount Plus subscriber counts (38:11) Microsoft for Startups Founders Hub - Apply in 5 minutes, no funding required, sign up at https://aka.ms/thisweekinstartups (39:34) Lon's crypto queen series update (44:02) Social app Locket raised a $12.5M early-stage round of funding (51:39) Lina Khan sues Meta over a ~$400M VR acquisition and tries to change the antitrust precedent |
Aug 05, 2022 |
YC reduces S22 batch by 40%, $HOOD RIF, $MSTR CEO change, $ABNB earnings + Blueprint Part 4 | E1525
01:06:00
BIG show! First up, our co-hosts break down why YC cut its summer cohort size by 40% (2:13), Robinhood letting go 23% of its employees (12:40), Michael Saylor out as MicroStrategy CEO (32:09), and Airbnb earnings. (42:07) Then, Jason is back with another edition of The Blueprint, where he covers the benefits of having a bias for action! (48:52) (0:00) Jason and Molly intro today's topics! (2:13) Y Combinator cuts its Summer 2022 batch size by 40%: what does this mean for the early-stage market? (11:35) iTrust Capital - Visit https://itrust.capital/twist to create your Crypto IRA today (12:40) Robinhood terminates 23% of employees: RIF vs layoff vs furlough explanation (27:42) Brave - Download today at https://brave.com/twist to browse faster, search privately and so much more (29:02) Jason gives a Jay Trading recap and lays out his reasons for doing it (32:09) Michael Saylor steps down as MicroStrategy CEO (39:14) Visa - Learn more about Visa’s online Small Business Hub at Visa.com/smallbusinesshub (40:10) Jason's predictions for MicroStrategy's direction (42:07) $ABNB earnings, comparing $ABNB and $UBER p/s, $COIN and $HOOD p/s (48:52) The Blueprint Part 4: The Benefits of Having a Bias for Action (54:12) How bias for action relates to other cognitive biases (1:02:50) How founders can have a bias for action: Product velocity |
Aug 04, 2022 |
$UBER & $PINS Q2 earnings + customer-centric primary care with The Lanby's Chloe Harrouche | E1524
01:22:03
J+M break down Uber and Pinterest's Q2 earnings (2:42), and Jason makes a Jay Trade live on air (18:51). Then, The Lanby CEO Chloe Harrouche joins to break down approaching primary care from a customer-centric perspective. (49:40) (0:00) Jason and Molly tee up today's show! Big news day + a great early-stage founder interview (2:42) $UBER Q2 earnings: doubled revenue y/y, FCF positive, rides business is back to pre-pandemic levels (13:12) Vanta - Get $1,000 off automating your SOC 2 at https://vanta.com/twist (14:24) Does Airbnb have similar pricing controls as Uber? (18:51) Jason does a LIVE Jay Trade and explains his investment thesis! ***NOT investment advice (27:28) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/TWIST (28:45) $PINS Q2, Should public CEOs be able to retain super-voting shares? (38:01) Embroker - Use code TWIST to get an extra 10% off insurance at https://Embroker.com/twist (39:08) Jason proposes a perfect merger target for Pinterest (45:44) Jason and Molly tee up the interview with The Lanby CEO Chloe Harrouche (49:40) Chloe breaks down approaching healthcare from a customer-centric POV, pricing model, unit economics, and more (1:06:09) Onboarding doctors, scaling the business, opaque pricing in healthcare |
Aug 03, 2022 |
TikTok takes on Spotify, startup advice + US housing market w/ Redfin & Divvy Homes CEOs | E1523
01:25:29
First up, Jason and Molly cover TikTok's recent patents that indicate it might be going after Spotify (2:23). Then, the duo breaks down a recent WSJ report about VCs giving conflicting advice to founders. (18:05) After the news, J+M are joined by Redfin CEO Glenn Kelman and Divvy Homes CEO Adena Hefets for an in-depth break down of the current US housing market. (33:36) WSJ article: https://www.wsj.com/articles/silicon-valley-lurches-between-deep-cuts-and-bold-spending-11659268801 (0:00) Jason and Molly tee up today's topics and guests! (2:23) TikTok might be going after Spotify's music streaming business with "TikTok Music" (16:45) Policygenius - Go to https://policygenius.com to get a free life insurance quote (18:04) Jason and Molly break down a WSJ report about conflicting advice that VCs are giving to founders re: approaching the current downturn; Jason debuts his "Cash vs. Profitability Matrix" (32:04) Notion - Get $250 off by using code TWIST at https://notion.so (33:36) Redfin CEO Glenn Kelman and Divvy Homes CEO Adena Hefets join and break down their businesses before getting into how a 2022 housing downturn might be different from 2008 (41:36) Prometheus - Go to Prometheusalts.com or download it on the App Store and use the access code TWIST to sign up (43:09) Institutional buyers' impact on housing supply, pandemic migration impact on local inflation, new construction outlook (1:08:36) Rental market outlook, commercial real estate's grim projections |
Aug 02, 2022 |
How VC diligence works at different stages + Fion's Sudarshan Sridharan on wildfire tech | E1522
00:52:38
First up on the Sunday show, Jason breaks down the different levels of diligence at different company stages for VC Sunday School (2:02). Then, Fion Technologies CEO Sudarshan Sridharan joins to talk helping firefighters fight wildfires with mapping technology. (21:31) (0:00) Jason tees up today's Sunday edition of This Week in Startups! (2:02) Molly recaps her first half year of investing, then asks Jason about diligence at different stages of investing in different verticals (10:23) UserTesting - Get real human insights from customers, try for free today at https://usertesting.com/twist (11:40) Jason on great investments coming out of "prepared minds", the importance of testing and trying (19:57) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist (21:31) Molly welcomes Fion Technologies CEO Sudarshan Sridharan to discuss helping wildfire fighting with software and his founding story (32:36) Brave - Download today at https://brave.com/twist to browse faster, search privately and so much more (33:56) Sudarshan explains how the Fion app helps firefighters, its pricing model, and more (41:06) The state of wildfires in the US, why Sudarshan is building Fion |
Jul 31, 2022 |
$AMZN & $AAPL earnings, $META investors losing faith, Jay Trading + OK Boomer with Nate O'Brien | E1521
01:09:16
Jason is BACK and he's ready to Jay Trade! Jason and Molly wrap up big tech earnings week with a major deep dive on $AMZN's impressive quarter (1:53), $AAPL's slowing revenue growth/growing subscriber base (26:04), and the lack of faith in $META's big bet. (31:44) Producer Rachel wraps the show with another great edition of OK Boomer, featuring popular YouTube and investor Nate O'Brien! (40:18) (0:00) Jason is BACK for a huge news day! (1:53) $AMZN Q2 was highlighted by two insane business segments: AWS and advertising (18:20) iTrust Capital - Visit https://itrust.capital/twist to create your Crypto IRA today (19:24) Continued breakdown of $AMZN's Q2: Amazon Prime and retail; Jason makes another Jay Trade and gives his investment thesis for $AMZN (24:43) MicroAcquire - Sell your business with no fees at https://try.microacquire.com/twist (26:04) $AAPL earnings: slowing growth, but still putting up huge numbers, Apple's 800M+ paid subscribers (31:44) Antitrust action against Meta, Jason gives his take on Meta's all-in bet on the metaverse (39:01) Odoo - Get your first app free and a $1000 credit at https://odoo.com/twist (40:18) OK Boomer: Investor & YouTuber Nate O'Brien joins to talk growing his YouTube to 1M+ subscribers, his journey to investing, and more |
Jul 30, 2022 |
Revolutionizing podcasting + standards vs. innovation with Anchor Co-Founder Mike Mignano | E1520
00:53:40
Today's show is a CLASSIC TWiST founder interview. Anchor Co-Founder Mike Mignano joins to tell Anchor's founding story (1:40), break down what it's like getting acquired by Spotify (15:32), and talk about how RSS standards might be stunting innovation in the podcasting space. (33:17) 0:00 Jason intros today's guest: Anchor Co-Founder Mike Mignano 1:40 Mike explains why he started Anchor, the original inspiration and first versions, finding PMF, building the nuts and bolts of a great podcast publishing experience 14:23 Helpware - Go to https://helpware.com/TWIST to get $1000 off your first invoice 15:32 Why Anchor sold to Spotify, the Series B term sheet they were considering at the time of acquisition, getting courted by Spotify CEO Daniel Ek, Anchor's first check story 24:44 LinkedIn Jobs - Post your first job for free at https://linkedin.com/twist 25:58 Why Apple hasn't innovated in podcasting, paid podcasts vs. advertising 31:59 Babbel - Save up to 60% off your language learning subscription at https://babbel.com/twist 33:17 Why Mike wrote his recent article: “The Standards Innovation Paradox”, evolving standards to increase innovation, the Substack example Read Mike's article: https://mignano.medium.com/the-standards-innovation-paradox-e14cab521391 |
Jul 28, 2022 |
How to supercharge your network + $GOOG & $MSFT earnings & $SHOP layoffs with Deirdre Bosa | E1519
01:03:29
BIG variety show today! Jason kicks off the show with Part 3 of "The Blueprint" series (1:43), then, CNBC's Deirdre Bosa joins to break down $GOOG and $MSFT earnings, $SHOP layoffs, and $COIN's SEC probe (17:23), and we wrap with Producer Rachel joining to break down the Kylie/Kim vs. Instagram feud! (45:42) (0:00) Molly tees up today's variety show: The Blueprint Part 3, big tech earnings with Deirdre Bosa, and Kylie/Kim vs. Instagram with Producer Rachel! (1:43) The Blueprint Part 3: Jason explains how to build and supercharge your network (16:27) Visa - Learn more about Visa’s online Small Business Hub at Visa.com/smallbusinesshub (17:23) CNBC's Deirdre Bosa joins to talk big tech earnings (19:21) $MSFT earnings for fiscal Q4 and FY2022 (25:18) LinkedIn Marketing - Get a $100 LinkedIn ad credit at https://linkedin.com/thisweekinstartups (26:45) $GOOG Q2 earnings (33:05) $SHOP lays off 10% of employees (~1000), Tobi Lutke's blog post, Q2 earnings (37:45) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist (39:00) $COIN faces new SEC probe regarding whether or not they allowed investors to trade unregulated securities (45:42) Molly brings on Producer Rachel to break down the recent backlash against Instagram from celebrities and TikTok's superiority regarding creator monetization |
Jul 27, 2022 |
Solving prescription drug pricing in the US with Cost Plus Drugs & Capital RX CEOs | E1518
01:26:24
Today, we have two interviews with founders innovating in the US prescription drug market to bring prices down for consumers. First up, Molly talks with Alex Oshmyansky, CEO of The Mark Cuban Cost Plus Drug Company, about building a "parallel supply chain", the importance of transparency, and a breakdown of the "financial engineering" in the industry. (3:22) Then, she talks to Capital RX CEO AJ Loiacono for a full breakdown on PBMs (pharmacy benefit managers) and the opaque pharmaceutical supply chain. (40:35) (0:00) Molly intros today's two interviews (3:22) Mark Cuban Cost Plus Drugs Company CEO and Founder Alex Oshmyansky on operating a startup while still being a practicing doctor and Cost Plug Drugs' business model (11:21) Harmonic - Get $4000 off at https://harmonic.ai/twist (12:43) Alex explains the state of the US drug space, why they're trying to build a "parallel supply chain", the importance of transparency, and the origin story of the company (23:44) Prometheus - Go to https://prometheusalts.com or download it on the App Store and use the access code TWIST to sign up (25:11) Drug production, hot button drug issues (32:16) Alex explains the "financial engineering" and profiteering in the prescription drug space (39:15) BairesDev - Go to https://baires.dev/twist and get $10,000 off when you sign your first contract (40:35) Molly intros the next guest: Capital RX CEO AJ Loiacono, who explains the convoluted and opaque pharmaceutical supply chain (54:30) Understanding PBMs (pharmacy benefit managers) and the broader healthcare industry (1:04:09) AJ gets into his background, starting Capital RX, and how it fits into the ecosystem |
Jul 26, 2022 |
$NFLX stops sharing, $SNAP Q2 earnings, $COIN alleged insider trading with Alex Wilhelm | E1517
00:50:30
We have a big news show with a very special guest! TechCrunch's Alex Wilhelm fills in for Jason to break down the news with Molly. They cover Netflix cracking down on password sharing (2:12), Snap's rough Q2 earnings (6:45), Coinbase's alleged insider trading (21:28), the 3AC Bloomberg interview (36:37), and more! (0:00) Molly tees up today's news with Alex Wilhelm, who is filling in for Jason! (2:12) Molly and Alex share thoughts on Netflix cutting password sharing in some Central/South American countries (6:45) $SNAP Q2 earnings: stock drops ~40% on slowing revenue growth and growing losses (11:15) Embroker - Use code TWIST to get an extra 10% off insurance at https://Embroker.com/twist (12:27) Jason's almost-Jay Trade, $SNAP's debt situation, most interesting implications from the week ahead of big tech earnings (20:12) Odoo - Get your first app free and a $1000 credit at https://odoo.com/twist (21:28) $COIN's alleged insider trading, Jay Carney getting hired by Airbnb away from Amazon (35:23) Vanta - Get $1,000 off automating your SOC 2 at https://vanta.com/twist (36:37) Reacting to the 3AC founders' interview with Bloomberg, crypto contagion due to intermingling (45:09) Man who lost ~8000+ Bitcoin in a landfill is trying to raise capital to uncover the hard drive |
Jul 25, 2022 |
Telling founders "no," Board meeting etiquette (VC School), + Michael Luciani | E1516
01:02:49
For today's VC Sunday School, Jason talks about saying "no" to founders (1:20), and Molly asks about board meeting etiquette (20:12). Then, for This Week in Climate Startups, Molly speaks with Michael Luciani of Climate Capital (37:18). (0:00) Jason intros today’s show (1:20) VCSS: Saying “no” to founders (9:20) Brave - Download today at https://brave.com/twist to browse faster, search privately and so much more (11:01) Some VCs give a “no” to gauge a founder’s tenacity (19:08) iTrust Capital - Visit https://itrust.capital/twist to create your Crypto IRA today (20:12) Board meeting etiquette (36:02) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist (37:18) TWiCS: Michael Luciani of Climate Capital (1:02:40) Outro |
Jul 24, 2022 |
Ben Narasin on raising a new VC fund in a down market, + Natalie Barbu of Rella | E1515
01:25:58
Today, Jason and Molly speak with Ben Narasin of Tenacity VC about raising a new venture capital fund in the down market (1:30). Then, for this week's segment of OK Boomer, Producer Rachel sits down with Natalie Barbu of Rella (1:00:33). (0:00) Jason intros today’s show! (1:30) Jason and Molly speak with Ben Narasin of Tenacity VC (11:45) Masterworks - Skip the waitlist to invest in art using promo code TWIST at https://Masterworks.io/twist (13:07) How do you make a decision to sell a percent of your position? (26:59) Bubbles - Get your point across with unlimited screen and video recordings for free at https://usebubbles.com/twist (29:06) Valuations, 2022 (39:39) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist (40:47) Crypto is a speculator’s game (45:25) Are these tokens securities? (59:19) Producer Rachel tees up this week’s OK Boomer (1:00:33) OKB: Natalie Barbu of Rella 1:25:16 Outro + Plugs |
Jul 23, 2022 |
$AMZN acquiring One Medical, The Snyder Cut bot army, + maybe some Jay Trading | E1514
00:52:26
First up, Jason and Molly break down Amazon acquiring One Medical for $3.9B — what is the long-term strategy here (2:44)? And you know it’s Thursday, so you know we had to have Lon Harris on the show (16:36). We break down the Snyder Cut bot craziness (24:38), and Netflix’s path forward (37:25). There might even be a Jay Trade involved! (0:00) Jason and Molly tee up the show! (2:44) Amazon acquired One Medical for $3.9B (14:20) Prometheus - Go to Prometheusalts.com or download it on the App Store and use the access code TWIST to sign up (16:36) Lon Harris joins for This Week in Streaming: “Cryptoqueen” pilot (22:31) Intercom - Get advanced Intercom features and Early Stage Academy at a 95% discount bit.ly/earlystage22 (24:38) Rolling Stone reported The Snyder Cut was fueled by a bot army (32:43) Microsoft for Startups Hub - Apply in 5 minutes, no funding required, sign up at http://aka.ms/thisweekinstartups (34:49) Thoughts on Amazon’s streaming service (37:25) Jay Trading? Thoughts on Netflix’s path forward (46:30) Wrapping up and picking a new show (50:30) Outro |
Jul 22, 2022 |
Jay Trading: $NFLX Q2 earnings, The Blueprint E2: when to quit your job, + more | E1513
01:19:11
Yesterday, Netflix released its Q2 earnings, and this prompted Jason to make some Jay Trades (2:53). Then, we have our second installment of "The Blueprint," where Jason breaks down when you should quit your job (45:14). Finally, we wrap with our Startup of the Day: BeReal (1:06:48). (0:00) Jason and Molly tee up today’s show! (2:53) Jay Trading: Jason does some Jay Trading in relation to the Netflix Q2 results (10:27) BairesDev - Go to https://www.baires.dev/twist (11:50) Netflix reported Q2 earnings yesterday, they were meh (14:38) What’s the problem at Netflix? (24:27) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist (25:42) Prediction: Disney+ will exceed Netflix (28:01) Jay Trading: Disney (30:20) What would make you buy Netflix? (37:00) Two other ideas for Netflix (44:18) Visa - Learn more about Visa’s online Small Business Hub at Visa.com/smallbusinesshub. (45:14) The Blueprint E2: when should you quit your job? (1:06:48) Startup of the Day: BeReal (1:17:39) Coming up this week |
Jul 21, 2022 |
Ask an Angel with Zach Coelius: practical advice for founders and investors in a downturn | E1512
01:40:10
Molly had a big board meeting today, so we had our guy Zach Coelius join for another version of Ask an Angel (1:32). Zach and Jason share their thoughts on remote work (4:40), the downturn (22:10), and then they answer audience questions (41:22). It’s a solid episode for founders and investors! (0:00) Jason intro’s today’s Ask an Angel episode with Zach Coelius (1:32) Ask an Angel with Zach Coelius (4:40) Zach’s thoughts on remote work (13:19) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/TWIST (14:37) Managing a company post-COVID (17:00) Who shines in the remote work era? (20:51) Notion - Get $250 off by using code TWIST at https://notion.so (22:10) The downturn: will people cancel or review their SaaS bills? (26:09) How many of Zach’s founders have prepped for the downturn? (30:50) Odoo - Get your first app free and a $1000 credit at https://odoo.com/twist (32:02) Don’t try to invest in pre-product market fit companies when you’re first starting out (unless you know the founder’s awesome) (41:22) Q&A: How do you think about competition in the same market in the early stages? (46:43) What are the top buzzwords you’re staying away from as investors right now? (59:00) Would you invest in SF? (1:04:00) How much dilution after seed rounds turns into a red flag? (1:06:14) Should the equity grant occur during financings or the board meeting? (1:09:15) What does Zach focus on in terms of diligence? (1:19:30) As a founder, when should you provide pro rata to angels and when not? (1:25:10) Have you ever advised a founder to leave the CEO role? (1:32:29) How long do you think the down market is going to be and what’s your strategy? |
Jul 20, 2022 |
Andy Jassy’s lobbying efforts, small US cities enticing remote workers, Phaidra Series A | E1511
00:58:55
Today, Amazon CEO Andy Jassy is celebrating his one-year anniversary, and the NYT published an interesting profile that has a lot to do with regulatory scrutiny (3:01). Then we cover the boom of remote work incentive programs all over the US to attract remote tech workers (27:00). And, we get into an awesome new company called Phaidra in our Series A segment… some former DeepMind engineers started an awesome machine learning company (40:16). And we wrap with a great story about retail investors who have the same thesis as Jason (47:51). (0:00) Jason and Molly tee up today’s show (3:01) NYT published a profile of Amazon CEO Andy Jassy on his one-year anniversary of becoming CEO, and it had some interesting tidbits (12:28) LinkedIn Jobs - Post your first job for free at https://linkedIn.com/twist 13:44 More on the legislation discussed in the NYT article (21:37) Microsoft for Startups Hub - Apply in 5 minutes, no funding required, sign up at http://aka.ms/thisweekinstartups (22:54) Bezos is running for president (prediction) (27:00) WSJ reported 71 cities and towns in the US are now offering remote work incentive programs (37:19) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist (38:33) Producer Nick chimes in on remote workers in Manhattan (40:16) Series A: Phaidra s a startup selling machine learning software that regulates temperatures at power plants and industrial factories (47:51) WSJ reported some amateur investors see the declining state of the stock market as a chance to double down (56:08) Over the weekend Jason tweeted, “Terrify your investors in 5 words.” These were the best replies |
Jul 19, 2022 |
Taking the leap on valuation, strategic retreats (VC School), + more | E1510
00:59:04
On today's episode of VC Sunday School, Molly asks Jason about taking the leap on valuation (2:10) and best practices for strategic retreats (11:41). Then, Molly speaks with Meiling Gao and David Lu of Clarity Movement, to talk about their hardware for measuring air quality (33:25). (0:00) Jason and Molly intro today’s show! (2:10) VCSS: Taking the leap on valuation (10:28) Embroker - Get an extra 10% off insurance for your business at https://Embroker.com/twist (11:41) VCSS: strategic retreats (27:44) Microacquire - Sell your business with no fees at https://try.microacquire.com/twist (29:01) VCSS Bonus Round: Does age matter in founders? (32:15) Molly tees up This Week in Climate Startups (33:25) TWiCS: David Lu + Meiling Gao of Clarity Movement (38:00) Brave - download Brave today at https://brave.com/twist to browse faster, search privately and so much more. (39:17) TWiCS: More on Clarity Movement’s air pollution measurement hardware (57:49) Outro + Plugs |
Jul 17, 2022 |
$AMZN considers dropping “Basics”, FCC Commissioner Carr on banning TikTok + more | E1509
01:23:11
Today, we cover the WSJ reporting on Amazon thinking of exiting the private-label business entirely (2:26). Then, Jason talks to FCC Commissioner Brendan Carr about banning TikTok in the US (15:23). And of course, we wrap with another episode of OK Boomer from Producer Rachel (56:17). Check out BuzzFeed's report on TikTok: https://www.buzzfeednews.com/article/emilybakerwhite/tiktok-tapes-us-user-data-china-bytedance-access (0:00) Jason and Molly tee up today’s show (2:26) WSJ spoke to anonymous sources who told them Amazon is talking about exiting the private-label business entirely (14:09) Vanta - Get $1,000 off automating your SOC 2 at https://vanta.com/twist (15:23) Jason speaks with FCC Commissioner Brendan Carr about potentially banning TikTok in the US (21:56) Prometheus - Go to Prometheusalts.com or download it on the App Store and use the access code TWIST to sign up! (24:14) Reciprocity with a potential TikTok ban (31:55) UserTesting - Get real human insights from customers, try for free today at https://usertesting.com/twist (33:06) Should the military ban on TikTok mean it should be banned by Google and Apple? (44:40) Concerns over DJI drones (56:17) Producer Rachel tees up this week’s OK Boomer segment (1:01:10) OKB: Producer Rachel speaks with Eric Button, co-founder of Contrast (1:20:42) Outro + Plugs |
Jul 16, 2022 |
Jay Trading, Stripe valuation cut, $NFLX ads, $PTON outsourcing, + more | E1508
01:16:59
Today, Jason makes his first investment in our new Jay Trading segment (which is not investing advice), and Jason and Molly break it down (3:22). Then, we do a little segment called “Series A & M&A” (24:40)! We also cover Stripe’s 409A valuation (37:52). And of course, we have to cover the Netflix + Microsoft partnership (45:50). Finally, we wrap with Peloton outsourcing their hardware manufacturing (57:00). (0:00) Jason and Molly tee up today’s show! (3:22) Jay Trading: Bill Gurley bought ~1M shares of Stitch Fix yesterday for a total of $5.4M and the stock popped as much as 15% on the news (14:17) Liquid I.V. - Feel better faster. Get 25% off at https://liquid-iv.com using promo code TWIST (15:30) Talking revenue and profit (23:18) Wealthfront - Get your first $5,000 managed for free, for life at https://wealthfront.com/TWIST (24:40) Series A and M&A: You.com (35:59) Harmonic - Get $4000 off at harmonic.ai/twist (37:52) WSJ reports that Stripe just cut its internal valuation by 28% (45:50) Netflix named Microsoft as its global advertising technology and sales partner (57:00) Peloton is going to stop making its own bikes and tread machines, opting to outsource all manufacturing to Taiwan (1:06:00) M&A: Battery Ventures announced a $3.8 billion raise (1:15:07) Outro + Plugs |
Jul 15, 2022 |
The Blueprint E1: Branding yourself, + Jeffrey Pfeffer on the 7 Rules of Power | E1507
01:17:24
Today we kick off our new series, "The Blueprint." Jason gives practical advice on how to brand yourself (1:33). Then, Jason sits down with Stanford professor and author Jeffrey Pfeffer to talk about his new book, "7 Rules of Power: Surprising--but True--Advice on How to Get Things Done and Advance Your Career" (14:36). (0:00) Jason tees up today’s show! (1:33) The Blueprint E1: branding yourself (13:39) Visa. Learn more about Visa’s online Small Business Hub at Visa.com/smallbusinesshub. (14:36) Jeffrey Pfeffer speaks about his book “7 rules of Power” (28:26) LinkedIn Marketing - Get a $100 LinkedIn ad credit at https://linkedin.com/thisweekinstartups (29:56) Break the rules: Why are people so uncomfortable breaking the rules? (37:41) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist (38:58) Show up in a powerful fashion: body language (41:45) Building a brand (50:12) Use your power (53:53) Trump using his power (56:46) Once you have power, what you did will be forgiven forgotten or both (1:01:42) Q&A: how do introverts exert power? (1:02:46) Best networking tips |
Jul 14, 2022 |
3AC liquidation chaos, Taibbi’s USDC deep dive, startup employee advice + more | E1506
00:55:40
First, we break down the 3AC situation where the founders were reportedly MIA for about 12 hours (1:52). It’s a complex situation, and we try and make sense of it. Then, we cover Matt Taibbi’s deep-dive article on Circle (8:10). Jason also gives his thoughts on a recent Twitter thread about how to succeed as a low-level startup employee (33:27). And we wrap with a little M&A story from Spotify (40:50)! (0:00) Jason tees up today’s topics! (1:52) Bloomberg reported that liquidators in charge of handling Three Arrow Capitals bankruptcy have NOT been able to locate the founders (8:10) Investigative reporter Matt Taibbi spent time researching the Crypto Crash, and warns against investing in Circle’s stablecoin USDC (11:51) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist (13:08) Red flags Taibbi found (24:11) Embroker - Get an extra 10% off insurance for your business at https://Embroker.com/twist (25:25) Making sense of the crypto crash (32:16) Assure - To get 20% off your first Special Purpose Vehicle (SPV) visit https://Assure.co/twist (33:27) Zach Weinberg had an interesting thread about how to stand out as a low or mid-level startup employee (40:50) Spotify has acquired a Wordle-like daily game for your ears called: Heardle! (46:56) Previewing the week ahead (53:17) Outro + Plugs! |
Jul 13, 2022 |
Twitter deal called off, Uber leaks, + Apple Car setbacks | E1505
00:59:43
Today we talk about the Elon Musk & Twitter deal-or-no-deal (2:14). Then we get into two big pieces of Uber news today: first, over a hundred thousand leaked documents about Uber’s aggressive expansion efforts back in the early days (20:47), and second, present-day Uber under Dara is testing out geo-located ads (33:18). Finally, we’ve also got some insider dirt from Apple’s autonomous car efforts (49:20). (0:00) Jason and Molly intro today’s show (2:14) Elon Musk calls off the Twitter deal (12:49) Dell For Startups - Apply for Dell for Startups and get an additional 10% off of all Dell Latitude products at http://dell.com/twist (13:58) Is Twitter a niche product? (19:28) This podcast is sponsored by BetterHelp - Get 10% off your first month at https://betterhelp.com/twist (20:47) The Guardian obtained 124,000 leaked internal documents from Uber’s global expansion phase under Travis (32:04) Thorne - Personalized, science-back wellness. Get 10% off your first order at thorne.com/u/TWIST (33:18) Uber is testing its ad business (49:20) Apple Car project has faced repeated setbacks (58:39) Outro + Plugs |
Jul 12, 2022 |
Molly’s first 6 months as an investor (VC School), + EV battery recycling | E1504
00:47:32
For today's VC Sunday School, Jason asks Molly what she's learned in her first six months as a venture capitalist (1:59). Then, on This Week in Climate Startups, Molly speaks with siblings Steven and Zora Chung of ReJoule about EV battery recycling (18:52). (0:00) Jason and Molly intro the show (1:59) VCSS: Molly’s first 6 months as an investor recap (14:06) Bubbles - Get your point across with unlimited screen and video recordings for free at https://usebubbles.com/twist (15:24) Toss to TWiCS (18:52) TWiCS: Zora and Steven Chung, co-founders of ReJoule (22:51) Brave - Download Brave today at http://brave.com/twist to browse faster, search privately and so much more (24:08) Explaining the ReJoule technology like we’re 10 (30:03) iTrust Capital - Visit https://itrust.capital/twist to create your Crypto IRA today (31:06) What’s ReJoule’s business model? (44:18) Outro + Plugs |
Jul 10, 2022 |
Frost Giant CEO Tim Morten on gaming business models, Esports & more | E1503
01:40:20
Today, Jason sits down with Frost Giant CEO Tim Morten to discuss the gaming business models, Esports, and more (1:50). Then, on this week's OK Boomer segment, Producer Rachel speaks with Richard Mensah, co-founder of Salley, about being an international founder (1:09:45). (0:00) Jason and Molly introduce today’s show (1:50) Jason speaks with Production Director & CEO of Frost Giant, Tim Morten (11:15) PolicyGenius - Head to https://www.policygenius.com to get your free life insurance quotes and see how much you could save (12:25) Running a game studio as a startup (21:54) Vanta - Get $1,000 off automating your SOC 2 at https://vanta.com/twist (23:09) Business model changes in the gaming industry (30:40) Intercom - Get advanced Intercom features and Early Stage Academy at a 95% discount https://www.intercom.com/early-stage (32:56) Raising money as a gaming startup (1:09:45) Producer Rachel tees up this week’s OK Boomer (1:12:37) OKB: Richard Mensah, Co-Founder of Salley, on being an international founder (1:36:51) Outro + Plugs |
Jul 09, 2022 |
Balwani found guilty, Crypto crash updates, + Turkey’s rare earth discovery | E1502
00:57:26
First, we cover some breaking news: Theranos ex-president Sunny Balwani has been found guilty of fraud (2:27). Then we dive into crypto: those responsible for the lack of crypto regulation in the US might also have significant crypto investments themselves, and the US is currently trying to change that (13:42). Then a big class-action lawsuit hits Solana and takes aim at VCs (23:09). But it's not all bad news, we cover the Turkish government claiming it just discovered almost 700M metric tons of rare earth materials (39:29). And finally, our startup of the day is a job board for warehouse workers (49:27)! (0:00) Jason and Molly tee up today’s topics! (2:27) Sunny Balwani found guilty of fraud (12:26) Microsoft for Startups Hub - Apply in 5 minutes, no funding required, sign up at http://aka.ms/thisweekinstartups (13:42) US officials that invest in crypto can’t work on crypto-related policies and regulation that could affect the value of their assets (21:42) Masterworks - Skip the waitlist to invest in art using promo code TWIST at https://Masterworks.io/twist (23:09) Key players in the Solana ecosystem are being accused of illegally profiting off the blockchain’s token SOL (36:05) Crypto firm Uprise lost 99% of customer funds trying to short LUNA tokens during the Terra/Luna collapse last month (38:12) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist (39:29) The Turkish government is claiming it just discovered almost 700M metric tons of rare earth materials (49:27) SotD: Traba has a job board that helps entry-level workers find shifts at fulfillment centers and event venues (53:41) Outro + Plugs! |
Jul 08, 2022 |
Crypto Updates: Voyager files bankruptcy, Celsius pays debt, + Jason Q&A | E1501
01:13:34
Molly is out today, but don’t worry- we still have crypto news to cover. Crypto firm Voyager Digital filed for bankruptcy (2:14), and crypto loan company Celsius paid some debts (10:43). Finally, Jason takes some questions in today’s Ask Jason segment (25:35)! Voyager Bankruptcy Filing: https://cases.stretto.com/public/x193/11753/PLEADINGS/1175307062280000000036.pdf (0:00) Jason introduces today's show! (2:14) Crypto Update: Voyager Digital filed Chapter 11 bankruptcy late last night (9:31) Embroker - Get an extra 10% off insurance for your business at https://Embroker.com/twist (10:43) Celsius just unlocked 2000 “wrapped Bitcoin” (~$40M worth) by paying down ~$183M of debt to another crypto lender (24:21) Thorne - Personalized, science-back wellness. Get 10% off your first order at thorne.com/u/TWIST. (25:35) Ask Jason: Jason answers your questions (26:27) Would you ever apply to Shark Tank as a judge or create your own version with the besties? (29:23) Trying to bootstrap as long as possible, but when is it ok to quit your day job? (34:16) Indochino - Get $50 off any purchase of $399 or more by using code TWIST at checkout https://www.indochino.com (35:34) When a previous investment asks for more money, how do you decide whether or not to double down? (41:56) I’m about to raise a seed round… should growth be the target or generating positive cash flow? (45:04) What current FAANG CEOs would you like to interview? What insights would you look for? (48:00) What are “pre” and “post” money? (48:43) Do you entertain pro-rata multiples? (58:31) How is the electric bike effort going? (1:04:00) What Gen Z startups have excited you from the OK Boomer segment or your staff? (1:11:31) Outro + Plugs |
Jul 07, 2022 |
"Minions" record-breaking viral strategy, TikTok algo, reframing semiconductors & energy | E1500
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