This Week in Startups

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

(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

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

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

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). 0:00) J+M tee up today's segments!

(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

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

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

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

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

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