By Jason Calacanis
4.2
12281,228 ratings
The podcast currently has 1,905 episodes available.
This Week in Startups is brought to you by…
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Todays show:
In today’s episode, Jason and Alex explored the curious return of Enron, the latest developments in Bitcoin and MicroStrategy, and the evolving cryptocurrency landscape. They closed with an analysis of China's uneven investment climate and its effects on venture capital activity.
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Timestamps:
(0:00) Jason and Alex kick off the show
(2:30) Hunter Biden's pardon and implications for presidential power
(7:51) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST
(9:31) Enron's return and potential crypto play
(14:47) Crypto regulation changes under the new administration
(24:43) Investment strategies in Bitcoin and the impact of hiring decisions
(26:51) LinkedIn Jobs - Post your first job for free at https://www.linkedin.com/twist
(28:25) Michael Saylor and MicroStrategy's strategy on Bitcoin
(37:31) Notion - Try it for free today at https://notion.com/twist
(39:22) Diversification in investments and Michael Saylor's promotional tactics
(43:28) NFTs vs. traditional investments
(46:47) Sequoia's global deals search
(55:11) Consumer confidence, US and China economies, and debt discussion
(1:02:09) Nearshoring trend, credit card delinquencies, and potential bankruptcies
(1:06:02) Bernie Sanders' stance on defense spending and populism
(1:08:02) Dogecoin leaderboard
(1:17:07) Bitcoin predictions and Bitcoin valuation
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Thank you to our partners:
(7:51) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST
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Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
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Check out Jason’s suite of newsletters: https://substack.com/@calacanis
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Todays show:
Jason and Alex welcomed Alex Kendall to the show. He's the founder and CEO of Wayve, an AI company working on self-driving. You might recall that Wayve raised $1 billion earlier this year, but TWIST wanted to know how the company intends to commercialize -- and how soon. From there, it was back to the bitcoin mines. Figuratively, as the hosts dug into MicroStrategies' bitcoin buying bet. Precisely why it is trading at such a NAV premium remains occluded to the show, but we did chase down its debt terms. Next week: More TWiST500!
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Timestamps:
(0:00) Jason and Alex kick off the show
(2:32) Introduction of guest Alex Kendall Co-Founder & CEO of Wayve
(10:19) Cloud Devs - Visit https://www.clouddevs.com/twist for an unbeatable offer on hiring elite Latam talent today.
(12:23) Economic viability and strategy of autonomous vehicles
(19:58) Vanta - Get $1000 off your SOC 2 at https://www.vanta.com/twist
(22:34) Autonomy subscription models and AI driving behavior challenges
(30:01) Kyte - Download the Kyte app today and use code JASON to save 10% on your first rental.
(33:00) AI driving culture and Twist 500 update
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Check out the TWIST500: https://www.twist500.com
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
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Mentioned on the show:
Check out Wayve: https://wayve.ai/
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Follow Alex Kendall:
X: https://x.com/alexgkendall
LinkedIn: https://www.linkedin.com/in/alexgkendall/
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Follow Alex:
X: https://x.com/alex
LinkedIn: https://www.linkedin.com/in/alexwilhelm
Follow Jason:
X: https://twitter.com/Jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
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Thank you to our partners:
(10:19) Cloud Devs - Visit https://www.clouddevs.com/twist for an unbeatable offer on hiring elite Latam talent today.
(19:58) Vanta - Get $1000 off your SOC 2 at https://www.vanta.com/twist
(30:01) Kyte - Download the Kyte app today and use code JASON to save 10% on your first rental.
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Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
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Follow TWiST:
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Substack: https://twistartups.substack.com
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Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916
This Week in Startups is brought to you by…
Squarespace. Turn your idea into a new website! Go to https://www.Squarespace.com/TWIST for a free trial. When you’re ready to launch, use offer code TWIST to save 10% off your first purchase of a website or domain.
OpenPhone. Create business phone numbers for you and your team that work through an app on your smartphone or desktop. TWiST listeners can get an extra 20% off any plan for your first 6 months at https://www.openphone.com/twist
DevSquad. Most dev agencies only offer developers. Why? Because product management is hard. Get an entire product team for the cost of one US developer plus 10% off at https://devsquad.com/twist
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Todays show:
Jason and Alex are joined by Dune's CEO to discuss wealth taxes and their impact on startups, highlighting the need for nations to support digital innovation. Then, they dive into MicroStrategy's Bitcoin strategy, OpenAI's browser plans, and the 2025 IPO class, including excitement for CoreWeave's debut!
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Timestamps:
(0:00) Jason and Alex kick off the show
(6:07) Impact of taxes on startup formation and Norway's economic background
(10:17) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST
(11:53) Norway's wealth tax implications and policy changes
(18:09) Exodus of top taxpayers and the paradox of Norway's wealth tax
(20:14) Wall of shame for tax critics
(27:41) OpenPhone - Get 20% off your first six months at https://www.openphone.com/twist
(28:41) Dune Analytics' revenue growth and new index product launch
(36:47) DevSquad - Get an entire product team for the cost of one US developer plus 10% off at https://devsquad.com/twist
(38:15) Michael Saylor and MicroStrategy's Bitcoin investment strategy
(49:01) Market irrationality and risks associated with Bitcoin investments
(55:01) Crypto wealth diversification and new investment structures
(1:02:20) OpenAI's new browser project and its impact on search
(1:05:51) Increasing reliance on browsers and Bluesky's potential
(1:15:37) CoreWeave's IPO and the future of GPU clouds
(1:18:22) Bitcoin market dynamics and predictions
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Check out the TWIST500: https://www.twist500.com
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Mentioned on the show:
https://www.microstrategy.com/press/microstrategy-announces-third-quarter-2024-financial-results-and-announces-42-billion-capital-plan_10-30-2024
https://x.com/ASvanevik/status/1857568015929455050/photo/1
https://bsky.jazco.dev/stats
https://news.ycombinator.com/item?id=2550877
http://launch3.squarespace.com/blog/l019-bitcoin-p2p-currency-the-most-dangerous-project-weve-ev.html;jsessionid=EE99D323A0E532A507C8E2CD1EF05BAF.v5-web008
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Follow Fredrik:
X: https://x.com/hagaetc
LinkedIn: https://www.linkedin.com/in/fredrikhaga
Check out Dune: https://dune.com
*
Follow Alex:
X: https://x.com/alex
LinkedIn: https://www.linkedin.com/in/alexwilhelm
*
Follow Jason:
X: https://twitter.com/Jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Thank you to our partners:
(10:17) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST
(27:41) OpenPhone - Get 20% off your first six months at https://www.openphone.com/twist
(36:47) DevSquad - Get an entire product team for the cost of one US developer plus 10% off at https://devsquad.com/twist
*
Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
Substack: https://twistartups.substack.com
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Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916
This Week in Startups is brought to you by…
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Beehiiv. Power your newsletters with AI tools, referral programs, and ad network features—all in one platform. Get 30 days free and 20% off your first 3 months at https://www.beehiiv.com/twist
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Todays show:
Alex is joined by Joff Redfern and Derek Xiao of Menlo Ventures to discuss the significant role AI plays in modern workflows. We look behind the numbers of their recent report: “2024: The State of Generative AI in the Enterprise” while exploring AI spending trends in enterprises, with a focus on its impact on the healthcare and legal sectors. The conversation highlights popular AI use cases, the role of large language models in content creation, and workflow automation. We delve into advances in generative AI applications, enterprise spending, strategies for AI startups, training AI for market verticals, and the future of artificial general intelligence.
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Timestamps:
(0:00) Joff Redfern and Derek Xiao join Alex
(4:08) Yahoo's evolution and Anthropic's recent funding
(10:14) LinkedIn Ads - Get a $100 LinkedIn ad credit at http://www.linkedin.com/thisweekinstartups
(12:20) AI's impact on healthcare and legal sectors and its rapid adoption
(20:56) Zendesk - Get six months free at https://www.zendesk.com/startups
(23:17) The role of LLMs in content creation and workflow automation
(30:43) Beehiiv - Get 30 days free and 20% off your first 3 months at https://www.beehiiv.com/twist
(32:14) Enterprise generative AI spend, ROI, and budget expansion
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Want to host or join the next Founder Fridays? Check out https://www.founderfridays.tech
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Check out the TWIST500: https://www.twist500.com
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
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Links from the show:
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Follow Joff:
X: https://x.com/mejoff
LinkedIn: https://www.linkedin.com/in/mejoff/
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Follow Derek:
X: https://x.com/derekgxiao
LinkedIn: https://www.linkedin.com/in/derekgxiao/
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Follow Alex:
X: https://x.com/alex
LinkedIn: https://www.linkedin.com/in/alexwilhelm
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Thank you to our partners:
(10:14) LinkedIn Ads - Get a $100 LinkedIn ad credit at http://www.linkedin.com/thisweekinstartups
(20:56) Zendesk - Get six months free at https://www.zendesk.com/startups
(30:43) Beehiiv - Get 30 days free and 20% off your first 3 months at https://www.beehiiv.com/twist
*
Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
Substack: https://twistartups.substack.com
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This Week in Startups is brought to you by…
Ramp. The corporate card and spend management software designed to help you save time and money. Get $250 when you join Ramp today at https://www.ramp.com/twist.
DevSquad. Most dev agencies only offer developers. Why? Because product management is hard. Get an entire product team for the cost of one US developer plus 10% off at http://devsquad.com/twist.
Digital Ocean. Whether you’re just getting started with AI, or seeing your project take off, DigitalOcean is the cloud platform that lets you focus on what matters: building killer apps. Right now get up to $100k in free credits at https://www.do.co/twist. Terms and conditions apply.
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Todays show:
Jason and Alex kick off the show with a deep dive into Nvidia’s blowout earnings and the skyrocketing demand for its upcoming Blackwell chips. Meanwhile, Google’s search monopoly took center stage as proposed remedies, including a potential Chrome divestment, sparked heated debate. To unpack the implications, Brave’s Jean-Paul Schmetz joined the discussion, offering insights into the fight for search independence. The episode wrapped up with updates from three Founder Friday hosts, sharing what they’re hearing from the builders shaping the future.
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Timestamps:
(0:00) Jason and Alex kick off the show
(3:20) Google's antitrust case and DOJ's proposed remedies
(5:22) Nvidia's market performance and AI chip competition
(7:00) Nvidia's Blackwell architecture and AI advancements
(9:45) Ramp. Get $250 when you join Ramp today at https://www.ramp.com/twist.
(11:13) Google's advertising market dominance and Chrome divestiture
(21:00) DevSquad - Get an entire product team for the cost of one US developer plus 10% off at http://devsquad.com/twist
(22:50) DOJ's negotiation strategy with Google
(25:50) Brave browser's business model, competition, and privacy focus
(31:00) DigitalOcean - DigitalOcean is the cloud platform you need to turn your AI project into a rocket ship. Right now, approved listeners can get up to $100,000 in free credits to try us out. Visit https://www.do.co/twist - get started and view terms and conditions.
(32:13) Brave's search engine development and DOJ's impact
(40:26) AI's role in search technology and the future of browsers
(44:08) DOJ's remedies and their effect on smaller search engines
(46:22) Google's growth strategies and M&A outlook
(51:03) Founder culture, motivation, and Founder Fridays initiative
(58:50) Founder Fridays host Georges Colbert joins the show
(1:06:12) Founder Fridays experiences in Longview, Texas with Kitty and Coco
(1:15:09) Endora's success and advice for Founder Fridays hosts
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Want to host or join the next Founder Fridays? Check out https://www.founderfridays.tech
Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.com
Check out the TWIST500: https://www.twist500.com
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
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Mentioned on the show:
Check out Endora: https://www.endora.app/
Check out Brave: https://search.brave.com/
https://www.reuters.com/technology/artificial-intelligence/microsoft-backed-startup-d-matrix-launches-first-ai-chip-2024-11-19
https://x.com/Jason/status/1859630517894983977
https://blog.google/outreach-initiatives/public-policy/doj-search-remedies-nov-2024
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Follow Jean-Paul:
X: https://x.com/jpschmetz
LinkedIn: https://www.linkedin.com/in/jpschmetz
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Follow Kitty:
X: https://x.com/endorakitty
LinkedIn: https://www.linkedin.com/in/kittyboglesherman
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Follow Coco:
X: https://x.com/endoracoco
LinkedIn: https://www.linkedin.com/in/cocoharmon
*
Follow Alex:
X: https://x.com/alex
LinkedIn: https://www.linkedin.com/in/alexwilhelm
*
Follow Jason:
X: https://twitter.com/Jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
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Thank you to our partners:
(9:45) Ramp. Get $250 when you join Ramp today at https://www.ramp.com/twist.
(21:00) DevSquad - Get an entire product team for the cost of one US developer plus 10% off at http://devsquad.com/twist
(31:00) DigitalOcean. DigitalOcean is the cloud platform you need to turn your AI project into a rocket ship. Right now, approved listeners can get up to $100,000 in free credits to try us out. Visit https://www.do.co/twist - get started and view terms and conditions.
*
Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
Substack: https://twistartups.substack.com
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Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916
This Week in Startups is brought to you by…
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OpenPhone. Create business phone numbers for you and your team that work through an app on your smartphone or desktop. TWiST listeners can get an extra 20% off any plan for your first 6 months at https://www.openphone.com/twist
Sprig. The Product Experience platform that generates AI-powered opportunities to continuously improve your product at scale. Visit https://www.sprig.com/twist to book a demo and get a $75 gift card.
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Todays show:
Jason and Alex dig into why Nvidia's latest earnings report is such a big deal, and how the chip giant could help keep the AI hype alive. Or, how it could poke a hole in market enthusiasm. The pair also welcome the CEO of Allen Control Systems to discuss building venture-backed defense companies. Then, the CEO of Querio joins the show to show off what his company has built.
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Timestamps:
(0:00) Jason and Alex kick off the show
(1:32) Nvidia’s expected $33B revenue and its transition from gaming GPUs to AI workloads.
(9:01) Vanta - Get $1000 off your SOC 2 at https://www.vanta.com/twist
(10:05) Nvidia’s growth over time
(15:55) When will an Nvidia lighthouse customer switch to a competitor’s product?
(22:28) OpenPhone - Get 20% off your first six months at https://www.openphone.com/twist
(23:28) Allen Control Systems’ Steven Simoni joins the show
(32:38) Sprig - Visit https://www.sprig.com/twist to book a demo and get a $75 gift card.
(33:52) The rise of venture-backed defense startups and autonomous systems for military applications
(50:20) Querio’s Rami Abi Habib joins the show
(55:38) Demo of Querio’s platform
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Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
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Mentioned on the show:
Check out Allen Control Systems: https://www.allencontrolsystems.com
Check out Querio: https://querio.ai
*
Follow Steven:
X: https://x.com/stevensimoni
LinkedIn: https://www.linkedin.com/in/stevensimoni
*
Follow Rami:
X: https://x.com/ramiabih
LinkedIn: https://www.linkedin.com/in/datarami
*
Follow Alex:
X: https://x.com/alex
LinkedIn: https://www.linkedin.com/in/alexwilhelm
*
Follow Jason:
X: https://twitter.com/Jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Thank you to our partners:
(9:01) Vanta - Get $1000 off your SOC 2 at https://www.vanta.com/twist
(22:28) OpenPhone - Get 20% off your first six months at https://www.openphone.com/twist
(32:38) Sprig - Visit https://www.sprig.com/twist to book a demo and get a $75 gift card.
*
Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
Substack: https://twistartups.substack.com
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Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916
Todays show:
Spenser Skates and James Evans join Alex to discuss Amplitude's acquisition of Command AI, shedding light on recent startup M&A trends and the strategic vision behind this move. The conversation delves into Command AI's user assistance technology and its integration into Amplitude, which aims to enhance user surveys and feedback. Spenser outlines Amplitude's product-led growth strategy and its approach to scaling through acquisitions while managing risks and ensuring cultural alignment. The discussion also covers the acquisition deal structure, regulatory concerns, and the decision-making process between raising funds and selling. Also, we hear Spenser’s unfiltered take on private equity and regulatory oversight!
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Timestamps:
(0:00) Spenser Skates of Amplitude & James Evans of CommandAI join Alex.
(1:40) Startup M&A trends and Amplitude's acquisition of Command AI
(4:30) Overview of Command AI's user assistance technology
(7:05) Integration and benefits of Command AI within Amplitude
(10:17) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST
(11:45) Enhancements in user surveys and feedback with Command AI
(16:58) Amplitude's strategic vision behind acquiring Command AI
(20:22) Gusto - Get three months free when you run your first payroll at http://gusto.com/twist
(21:28) Product-led growth and enhancing user experience at Amplitude
(26:08) Amplitude's approach to scaling through strategic acquisitions
(30:01) DevSquad - Get an entire product team for the cost of one US developer plus 10% off at http://devsquad.com/twist
(31:30) Managing acquisition risks, integration, and cultural alignment
(35:19) Acquisition discussions and deal negotiation
(39:48) Acquisition deal structure and stakeholder conviction
(42:08) Addressing regulatory concerns and valuation mismatches in acquisitions
(44:20) Decision-making: Raising funds vs. selling a company
(46:00) Post-acquisition: Integrating Command AI's technology
(49:37) Amplitude's future growth strategy and leadership
(54:00) Transition from founder mode to distributed leadership
(56:15) Role of AI in Amplitude's product development
(59:44) AI model considerations and financial sustainability in B2B software
(1:01:34) Market position and growth of Command AI
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Check out the TWIST500: https://www.twist500.com
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
*
Mentioned on the show:
Check out Amplitude: https://amplitude.com
Check out CommandAI: https://www.command.ai
*
Follow Spenser:
X: https://x.com/spenserskates
LinkedIn: https://www.linkedin.com/in/spenserskates
*
Follow James:
X: https://x.com/dazzeloid
LinkedIn: https://www.linkedin.com/in/james-evans-7086b3126/
*
Follow Alex:
X: https://x.com/alex
LinkedIn: https://www.linkedin.com/in/alexwilhelm
*
Thank you to our partners:
(10:17) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST
(20:22) Gusto - Get three months free when you run your first payroll at http://gusto.com/twist
(30:01) DevSquad - Get an entire product team for the cost of one US developer plus 10% off at http://devsquad.com/twist
*
Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
Substack: https://twistartups.substack.com
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Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916
This Week in Startups is brought to you by…
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Todays show:
Alex Wilhelm joins Jason to discuss Netflix's 'fight' night, exploring content rights, media models, and the fragmentation of sports. They then covered Brendan Carr's promotion to FCC chair, a win for satellite Internet but raising concerns about business interference. The conversation shifted to global social media regulation before examining the tech community's excitement about Emil Michael potentially leading the Department of Transportation.
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Timestamps:
(0:00) Jason and Alex kick off the show
(1:14) Netflix's live event issues and potential in sports streaming
(6:28) The growing intersection of professional wrestling, sports betting, and viewership
(10:03) Evolving business models in streaming: Advertising vs. subscription
(11:55) Coda - Get a $1,000 startup credit at https://coda.io/twist
(13:49) The future landscape of sports streaming rights and network deals
(17:17) Maintaining editorial independence in media companies
(20:24) Analyzing NFL viewership trends and their influence on television
(21:11) Netflix's content strategy and Amazon Prime's new ad policies
(23:10) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
(24:39) AI, monetization, and the move towards ad-free experiences
(27:49) Exploring the viability of Netflix hosting pay-per-view events
(33:52) Brendan Carr's FCC chairmanship and the future of rural broadband
(38:22) The role of the free market in social media platform regulations
(32:21) Kyte - Download the Kyte app today and use code JASON to save 10%
(45:02) Political shifts and their impact on tech and social media
(49:50) TikTok's regulatory challenges and UK censorship laws
(1:03:11) Emil Michael's potential cabinet position and government efficiency
(1:12:26) Strategies for balancing the federal budget and reducing national debt
(1:16:19) ByteDance's valuation amidst US restrictions
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Mentioned on the show:
https://www.usatoday.com/story/sports/boxing/2024/11/15/mike-tyson-jake-paul-netflix-issues-buffering-reactions/76343456007
https://www.cnn.com/2024/11/18/media/brendan-carr-trump-fcc-nominee-project-2025/index.html
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Follow Alex:
X: https://x.com/alex
LinkedIn: https://www.linkedin.com/in/alexwilhelm
*
Follow Jason:
X: https://twitter.com/Jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
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Thank you to our partners:
(11:55) Coda - Get a $1,000 startup credit at https://coda.io/twist
(23:10) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
(32:21) Kyte - Download the Kyte app today and use code JASON to save 10%
*
Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
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Substack: https://twistartups.substack.com
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Todays show:
Altimeter's Jamin Ball joins Alex Wilhelm to discuss VC-founder dynamics, fund returns, rapid fundraising, and its impact on M&A. They cover public vs. private valuations, startup liquidity, AI's influence, SaaS trends, and Jamin’s outlook on IPOs and exits.
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Timestamps:
(0:00) Jamin joins Alex to kick off the show
(6:30) Alignment of incentives between VCs and founders
(10:25) LinkedIn Jobs - Post your first job for free at https://www.linkedin.com/twist
(11:54) Venture capital allocation demand and its impact
(15:55) Comparison of returns between small and large venture funds
(21:54) Beehiiv - Get 30 days free and 20% off your first 3 months at https://www.beehiiv.com/twist
(23:23) Power laws in startups and venture capital's impact
(24:19) Effects of rapid fundraising cycles on founders
(31:33) CLA - Get started with CLA's CPAs, consultants, and wealth advisors now at https://claconnect.com/tech
(32:59) Raising large rounds and long-term commitments
(35:15) Venture capital's influence on startup M&A activity
(37:38) Public vs private market valuation disparities
(39:24) Future of startup liquidity and exit scenarios
(46:06) Proposals for realigning venture capital funds and founder incentives
(47:41) Impact of AI on startup growth and venture capital
(52:20) SaaS multiples and cloud software market analysis
(57:43) Software spending trends and startup optimism for 2024
(1:00:15) Procurement scrutiny in startup budgets and market differentiation
(1:01:17) Promising companies and Jamin Ball's investment outlook
(1:01:28) Expectations for IPOs and startup exits in the coming year
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Mentioned on the show:
Join Jamin’s substack here: https://cloudedjudgement.substack.com/
Jamin’s article: https://cloudedjudgement.substack.com/p/clouded-judgement-102524-misaligned
Check out Altimeter: https://www.altimeter.com/home
Follow Bill Gurlery on X: https://x.com/bgurley
Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.com
Check out the TWIST500: https://www.twist500.com
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X: https://x.com/jaminball
LinkedIn: https://www.linkedin.com/in/jamin-ball-49366137
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Follow Alex:
X: https://x.com/alex
LinkedIn: https://www.linkedin.com/in/alexwilhelm
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X: https://twitter.com/Jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
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Thank you to our partners:
(10:25) LinkedIn Jobs - Post your first job for free at https://www.linkedin.com/twist
(21:54) Beehiiv - Get 30 days free and 20% off your first 3 months at https://www.beehiiv.com/twist
(31:33) CLA - Get started with CLA's CPAs, consultants, and wealth advisors now at https://claconnect.com/tech
*
Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
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This Week in Startups is brought to you by…
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Todays show:
Jason and Alex host Phil Deutch, CEO of NGP Energy Tech Partners, to discuss solar power’s potential in the energy crunch fueled by data center growth. They then explored the FBI's raid on Polymarket’s CEO, and wrapped up with Y Combinator’s latest startup requests, including Alex’s space venture dreams and Jason’s interest in AI-proof jobs.
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Timestamps:
(0:00) Jason and Alex kick off the show
(1:09) Robotic demo from Columbia University and the future of human interaction
(3:09) Population declines and changing societal norms
(5:38) NGP Energy Technology Partners’ Phil Deutch joins the show
(6:28) Fundrise - Sign up today at https://www.fundrise.com/TWIST
(8:02) Global Solar Energy Trends and Impact of Regulations
(17:27) Historical Energy Fears and Future Energy Predictions
(21:39) OpenPhone - Get 20% off your first six months at https://www.openphone.com/twist
(22:40) Nuclear energy in the United States and data center demand
(30:07) The impact of energy on geopolitics
(34:48) Historical energy crises and solutions
(37:38) Linear - Streamline issues, projects, and product roadmaps in a tool your team will actually enjoy using. Get 25% off at https://www.linear.app/twist
(38:35) EV tax credits, political implications, and air pollution statistics
(50:14) The Polymarket mess and prediction market regulation
(1:09:55) Y Combinator's latest startup requests
(1:13:05) Stablecoins, government software, and public safety technology
(1:22:26) Gig economy and AI's impact on platforms like Fiverr and Uber
*
Mentioned on the show:
https://www.theguardian.com/environment/commentisfree/2024/oct/01/amid-australias-chaotic-climate-politics-the-rooftop-solar-boom-is-an-unlikely-triumph
https://www.nytimes.com/2024/11/13/technology/polymarket-shayne-coplan-fbi-search.html
https://berkeleyearth.org/air-pollution-and-cigarette-equivalence
Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.com
Check out the TWIST500: https://www.twist500.com
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Follow Phil:
X: https://x.com/pdeutch
LinkedIn: https://www.linkedin.com/in/philip-deutch-21a76a6
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Follow Alex:
X: https://x.com/alex
LinkedIn: https://www.linkedin.com/in/alexwilhelm
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Follow Jason:
X: https://twitter.com/Jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
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Thank you to our partners:
(6:28) Fundrise - Sign up today at https://www.fundrise.com/TWIST
(21:39) OpenPhone - Get 20% off your first six months at https://www.openphone.com/twist
(37:38) Linear - Streamline issues, projects, and product roadmaps in a tool your team will actually enjoy using. Get 25% off at https://www.linear.app/twist
*
Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
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YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
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Substack: https://twistartups.substack.com
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