This Week in Startups

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

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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?

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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

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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! (2:11) VC Sunday School: Understanding capital calls (9:04) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist (10:29) Bonus VC Sunday School: One-off SAFEs (18:32) Smash Digital - Visit https://SmashDigital.com/TWIST to get a free SEO video audit for your business (19:54) Transaera CTO Ross Bonner joins Molly Wood to break down their sustainable cooling systems. (33:21) Dell for Startups - Apply for Dell for Startups and get an additional 10% off at http://dell.com/twist (34:34) Ross explains the role of heat pump technology at Transaera Check out Transaera: https://www.transaera.com/

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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

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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

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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

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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

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

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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

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FOLLOW Nat: https://twitter.com/natbullard

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