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Today’s show:

AI is the villain of the 2026 commencement cycle, with business luminaries — including Eric Schmidt — booed for discussing or praising the technology. As students graduate into a job market forcibly reshaped by AI, increasingly negative public polling on the potential impacts of artificial intelligence on society is clearly not missing the mark.

Jason and Alex then discussed The Information’s reporting that Anthropic and OpenAI earn nearly 90% of all startup AI revenue, a Stanford student’s viral essay regarding their time at the university in a post-ChatGPT world, Flock Safety’s impressive (and worrying) web of cameras, and the upcoming Mark II AI bookmark. The episode closes with questions from our live audience!

TWIST Links:

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Sidebar bounty challenge https://www.notion.so/launch1/5K-Bounty-Create-Sidebar-App-for-Podcasts-34150ff313d280adbd8ed6204676513c

Annotated.com bounty challenge https://annotated.lovable.app/

Timestamps:

0:00 TWiST All-Stars summer lineup announcement

2:43 Plaud: If your work depends on conversations — interviews, meetings, calls — you need a Plaud NotePin. You can check it out at https://Plaud.ai/twist and use code TWIST for 10% off!

5:08 Eric Schmidt booed at University of Arizona commencement

8:57 Why Gen Z feels "double-crossed" by AI leaders

10:10 Deel - Founders scale faster on Deel. Set up payroll for any country in minutes, hire anyone anywhere, get visas handled fast, and get back to building. Visit https://deel.com/twist to learn more.

15:22 Is this AI's Vietnam moment? The anti-war parallel

18:04 Theo Baker's NYT essay on Stanford's AI cheating culture

19:24 Sentry - New users can get $240 in free credits when they go to https://sentry.io/twist and use the code TWIST

22:30 Why Jason says everyone should start a company

28:59 Anthropic + OpenAI capture 89% of AI startup revenue

30:17 Vanta: Get $1000 off your SOC 2 at https://www.vanta.com/twist

31:57 Are token sales a duopoly? Negative gross margins debate

35:17 Risk of building app-layer startups on top of foundation models

38:22 Inside Tracker bounty update: AI sidebar + Annotated.com

41:18 Mark II: the $159 AI bookmark Alex wants

49:31 Flock Safety solves Austin shooting via Manor PD

53:39 DeFlock map and the geography of surveillance in Texas

1:03:42 Noti Gang: AI for filing patents

1:05:45 Noti Gang: Running AI models locally on Mac Studios

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