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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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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 Allen Control Systems: https://www.allencontrolsystems.com

Check out Querio: https://querio.ai

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Follow Steven:

X: https://x.com/stevensimoni

LinkedIn: https://www.linkedin.com/in/stevensimoni

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Follow Rami:

X: https://x.com/ramiabih

LinkedIn: https://www.linkedin.com/in/datarami

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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:

(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.

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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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Substack: https://twistartups.substack.com

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