It’s Thursday, so we talk all about streaming with our guy Lon Harris! Spoiler alert as we dive into Obi-Wan Kenobi E5 (1:53) and Star Trek E4-5 (34:48). We cover Disney losing cricket streaming rights in India (41:44) and Apple acquiring MLS soccer rights (50:48). Finally, we hit on an internal memo that shows Facebook plans to be more like TikTok (57:17).
0:00) Jason and Molly tee up today’s streaming news with Lon Harris!

1:53) Obi-Wan Kenobi E5: sharing thoughts on the episode (SPOILERS)

13:52) Vanta - Get $1,000 off automating your SOC 2 at https://vanta.com/twist

15:03) Obi-Wan: plot holes or symmetry + murder of children in television shows

20:58) Ourcrowd - Check out the deal of the week at https://ourcrowd.com/twist

22:04) Clunkiness in Obi-Wan: is it because of their real-time virtual production technology?

33:44) Liquid I.V. - Feel better faster. Get 25% off at https://liquid-iv.com using promo code TWIST

34:48) Star Trek Strange New Worlds E4-5: thoughts on the show (SPOILERS)

41:44) Disney won bid to broadcast Indian cricket for $3B but lost streaming rights

50:48) Apple signed deal w/Major League Soccer to stream every match for 10 years starting in 2023

57:17) Facebook wants to be TikTok, revealed in an internal memo according to The Verge

Apple & Disney’s sports streaming strategy, Facebook’s plan to be TikTok, Obi-Wan, Star Trek | E1486

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

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Timestamps:
(0:00) Sunny joins Jason to dive into this week’s AI news and demos.
(2:03) Examination of Facebook's Llama 3 model, its impact on the AI community, and its superior performance compared to GPT-4 despite being a smaller model.
(4:45) Open source vs. commercial products
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(10:42) Three big projects where Facebook has affected the open community.
(15:38) US Air Foruce staging dogfights with AI-flown fighter jets.
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(21:06) Looking at Grok’s capabilities in first-party research.
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(29:08) Jason asks Grok a more “spicey” question regarding Trump.
(40:46) Sunny demos Marblism.
(45:33) Sunny demos Lumona
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Check out Lumona:https://www.lumona.ai
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AI Demos and News: Llama 3, Marblism, Lumona & AI Jet-Fighter Dogfights | E1936

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Timestamps:
(0:00) Sunny joins Jason to dive into this week's AI news and demos.
(1:39) AI, LLMs, and Groq infrastructure discussion.
(9:32) OpenPhone - Get 20% off your first six months at http://www.openphone.com/twist
(11:00 ) Meta's AI landing page, new search engine, and investment strategies
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(23:19) Zuckerberg's approach towards Google's dominance and the impact of Meta's search engine
(30:19) HiddenLayer. HiddenLayer’s AI Detection & Response Solution secures your Generative AI & LLMs from malicious attack. Visit https://www.HiddenLayer.com/TWiST to learn more.
(32:11) Importance of a dedicated domain name and Google's commitment to Google Plus
(34:36) Meta's progress in AI and the strategy of open sourcing
(45:34) The industrial revolution in technology, AI development, and rights issues
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AI Demos: Meta AI Ups it’s Game with Llama 3 | E1935

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Todays show:
David Weisburd hosts Logan Bartlett, Hunter Somerville, and Jason Calacanis to discuss the fundraising market (3:07), M&A; (26:45), Google’s huge investment in generative AI (58:15), and much more!
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Timestamps:
(0:00) David Weisburd intros Logan Bartlett, Hunter Somerville, and Jason Calacanis
(3:07) Tiger's recent fund and fundraising indicators
(11:55) HubSpot’s Chatbot Builder - https://clickhubspot.com/s0u https://clickhubspot.com/mfx
(13:26) The challenges and realities of venture capital
(25:14) DevSquad - Get an entire product team for the cost of one US developer plus 10% off at https://www.devsquad.com/twist
(26:45) Startup acquisitions, due diligence, and unethical behaviors in the industry
(31:27) Selling partial positions in startups and structuring the selling of shares
(37:18) Mercury - Join 100K+ startups banking with Mercury at http://www.mercury.com⁠
(38:20) Cendana and Kline Hill’s $105M fund to buy stakes in seed VC funds
(46:59) The correlation between capital consumption and equity value, and the dangers of excess capital
(54:28) The role of private equity in tech M&A; and the future of tech IPOs
(58:15) Google's $100 billion investment in AI and competition in the AI ecosystem
(1:06:30) The challenge of capacity in seed stage investing and the value of a strong community in portfolio management
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Redpoint Ventures and Stepstone Group on VC Deployment, M&A, and Google's AI Strategy | E1934

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Todays show:
Sohail Prasad joins Jason to discuss Destiny Tech 100 and why it was created (3:46), comparing the market cap to the actual holdings and the pent-up demand (11:35), how Destiny acquires the shares and how they manage both positive and negative reactions (26:49), and more!
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Timestamps:
(0:00) Sohail Prasad of Destiny (D/XYZ) joins Jason.
(3:46) Breaking down Destiny Tech 100 and why it was created.
(5:20) What is a closed-end fund and how does it fit into the ecosystem?
(8:37) The DIY approach used to bring this to the market.
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(10:54) How Destiny Tech 100 works as a direct listing.
(11:35) Comparing the market cap to the actual holdings and the pent-up demand.
(14:46) Looking at how Sohail and the company make their profits and why he does this instead of gathering higher carry.
(18:52) Vanta - Get $1000 off your SOC 2 at http://www.vanta.com/twist
(22:05) The concerns of the swinging nature of the stock price and the long-term view.
(26:49) How Destiny acquires the shares and how they manage both positive and negative reactions.
(30:26) Equinix - Join the Equinix Startup Program for up to $100K in credits and much more at https://deploy.equinix.com/startups
(34:10) Destiny’s access to financials for companies in their portfolio.
(35:51) Strategy behind exits for the fund and companies that then go public.
(43:13) The size of the team needed to run Dest
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Destiny (D/XYZ) and the Buzz Around Public Access to Private Companies | E1933

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Todays show:
Jason and Presh kick off the Founder University pitch competition (00:00), then we hear from Jared on Umbrella Sports (6:40), Linda on Mastertech (14:47), and Aleksandr on Ellis (24:20). Finally, Jason awards a $25K investment (44:17), and Presh details how to apply!
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Timestamps:
(00:00) Jason kicks off the show!
(2:49) Jason brings on Presh to explain the fundamentals of Founder University and introduces today's pitches!
(6:40) Jared Lewandowski pitches Umbrella Sports
(13:20) Wistia - Try Wistia for free at https://wistia.com/startups
(14:47) Linda Gray pitches Mastertech
(22:51) Eight Sleep - Go to https://www.eightsleep.com/twist for $200 off the Pod plus free shipping
(24:20) Aleksandr Diamond pitches Ellis
(29:39) Jason and Presh assess the startups and their pitches
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(44:12) Jason picks the startup he will invest in!
(44:51) Feedback on the Founder University experience
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Founder University: Cohort 8 begins May 9th. Apply here: https://www.founder.university

Apple & Disney’s sports streaming strategy, Facebook’s plan to be TikTok, Obi-Wan, Star Trek | E1486

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