This Week in Startups

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

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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!

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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!

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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

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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!

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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 Jason: https://linktr.ee/calacanis

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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

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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

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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

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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

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