Jason Calacanis covers startups, tech, markets, media, and all the hottest topics in business and technology. He also interviews the world’s greatest founders, operators, investors, and innovators.
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Todays show:
Altimeter's Jamin Ball joins Alex Wilhelm to discuss VC-founder dynamics, fund returns, rapid fundraising, and its impact on M&A. They cover public vs. private valuations, startup liquidity, AI's influence, SaaS trends, and Jamin’s outlook on IPOs and exits.
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Timestamps:
(0:00) Jamin joins Alex to kick off the show
(6:30) Alignment of incentives between VCs and founders
(10:25) LinkedIn Jobs - Post your first job for free at https://www.linkedin.com/twist
(11:54) Venture capital allocation demand and its impact
(15:55) Comparison of returns between small and large venture funds
(21:54) Beehiiv - Get 30 days free and 20% off your first 3 months at https://www.beehiiv.com/twist
(23:23) Power laws in startups and venture capital's impact
(24:19) Effects of rapid fundraising cycles on founders
(31:33) CLA - Get started with CLA's CPAs, consultants, and wealth advisors now at https://claconnect.com/tech
(32:59) Raising large rounds and long-term commitments
(35:15) Venture capital's influence on startup M&A activity
(37:38) Public vs private market valuation disparities
(39:24) Future of startup liquidity and exit scenarios
(46:06) Proposals for realigning venture capital funds and founder incentives
(47:41) Impact of AI on startup growth and venture capital
(52:20) SaaS multiples and cloud software market analysis
(57:43) Software spending trends and startup optimism for 2024
(1:00:15) Procurement scrutiny in startup budgets and market differentiation
(1:01:17) Promising companies and Jamin Ball's investment outlook
(1:01:28) Expectations for IPOs and startup exits in the coming year
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Mentioned on the show:
Join Jamin’s substack here: https://cloudedjudgement.substack.com/
Jamin’s article: https://cloudedjudgement.substack.com/p/clouded-judgement-102524-misaligned
Check out Altimeter: https://www.altimeter.com/home
Follow Bill Gurlery on X: https://x.com/bgurley
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Follow Jamin:
LinkedIn: https://www.linkedin.com/in/jamin-ball-49366137
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Follow Alex:
LinkedIn: https://www.linkedin.com/in/alexwilhelm
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Follow Jason:
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
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Thank you to our partners:
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(31:33) CLA - Get started with CLA's CPAs, consultants, and wealth advisors now at https://claconnect.com/tech
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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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Todays show:
Jason and Alex host Phil Deutch, CEO of NGP Energy Tech Partners, to discuss solar power’s potential in the energy crunch fueled by data center growth. They then explored the FBI's raid on Polymarket’s CEO, and wrapped up with Y Combinator’s latest startup requests, including Alex’s space venture dreams and Jason’s interest in AI-proof jobs.
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Timestamps:
(0:00) Jason and Alex kick off the show
(1:09) Robotic demo from Columbia University and the future of human interaction
(3:09) Population declines and changing societal norms
(5:38) NGP Energy Technology Partners’ Phil Deutch joins the show
(6:28) Fundrise - Sign up today at https://www.fundrise.com/TWIST
(8:02) Global Solar Energy Trends and Impact of Regulations
(17:27) Historical Energy Fears and Future Energy Predictions
(21:39) OpenPhone - Get 20% off your first six months at https://www.openphone.com/twist
(22:40) Nuclear energy in the United States and data center demand
(30:07) The impact of energy on geopolitics
(34:48) Historical energy crises and solutions
(37:38) Linear - Streamline issues, projects, and product roadmaps in a tool your team will actually enjoy using. Get 25% off at https://www.linear.app/twist
(38:35) EV tax credits, political implications, and air pollution statistics
(50:14) The Polymarket mess and prediction market regulation
(1:09:55) Y Combinator's latest startup requests
(1:13:05) Stablecoins, government software, and public safety technology
(1:22:26) Gig economy and AI's impact on platforms like Fiverr and Uber
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Mentioned on the show:
https://www.nytimes.com/2024/11/13/technology/polymarket-shayne-coplan-fbi-search.html
https://berkeleyearth.org/air-pollution-and-cigarette-equivalence
Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.com
Check out the TWIST500: https://www.twist500.com
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Follow Phil:
LinkedIn: https://www.linkedin.com/in/philip-deutch-21a76a6
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Follow Alex:
LinkedIn: https://www.linkedin.com/in/alexwilhelm
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Follow Jason:
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
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Thank you to our partners:
(6:28) Fundrise - Sign up today at https://www.fundrise.com/TWIST
(21:39) OpenPhone - Get 20% off your first six months at https://www.openphone.com/twist
(37:38) Linear - Streamline issues, projects, and product roadmaps in a tool your team will actually enjoy using. Get 25% off at https://www.linear.app/twist
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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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Follow TWiST:
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Substack: https://twistartups.substack.com
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Timestamps:
(0:00) Jason and Alex kick off the show
(2:40) VATN Systems’ Nelson Mills joins the show
(4:01) The Torsk and its applications, focusing on defense and cost efficiency
(7:23) Product velocity, military drone usage, and vehicle speed and depth capabilities
(10:48) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST
(12:01) Discussion on Chinese navy, US shipbuilding, and Rhode Island's manufacturing capabilities
(15:45) Climate for raising money in defense tech and competition in global politics
(21:04) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
(22:33) Underwater drone technologies: Autonomy, swarming, communication challenges, and battery life
(28:32) Defense technology importance and peace through strength
(29:17) Sprig - Visit https://www.sprig.com/twist to book a demo and get a $75 gift card.
(35:00) LG's new stretchable screen technology and Deep Robotics' quadruped robot
(45:19) Robotics in warfare, cybersecurity, and civilian impact
(48:50) Autonomous surgical robots and science fiction predictions in AI
(54:14) Fintech market insights: Klarna's IPO and political climate effects on valuations
(1:00:18) Unicorn IPO challenges and influencing in the crypto market
(1:03:08) Comparison of the current market to previous manias and government efficiency
(1:08:42) Impact of AI on job market, economy, and autonomous trucking
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Mentioned on the show:
https://x.com/DeepRobotics_CN/status/1856601226357387396
https://hub.jhu.edu/2024/11/11/surgery-robots-trained-with-videos
https://www.paymentsdive.com/news/klarna-adds-savings-accounts-competing-banking-business/724369
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Follow Nelson:
X: https://x.com/nelson_mills_
LinkedIn: https://www.linkedin.com/in/millsn
Website: https://www.vatnsystems.com
*
Follow Alex:
LinkedIn: https://www.linkedin.com/in/alexwilhelm
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Follow Jason:
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
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Thank you to our partners:
(10:48) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST
(21:04) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
(29:17) Sprig - Visit https://www.sprig.com/twist to book a demo and get a $75 gift card.
*
Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
Substack: https://twistartups.substack.com
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Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916
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Todays show:
Alex Wilhelm joins Jason to discuss Serve Robotics’ self-driving robots, delivery economics, and building while public with CEO Ali Kashani. Then, the pair dug into high-skill immigration under the upcoming administration and massive price gains in stocks and crypto assets. Alex wondered if the stock market isn't overvalued, full-stop, but both hosts agreed that enthusiasm is hot heading into the new year.
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Timestamps:
(0:00) Jason and Alex kick off the show (7:27) Serve Robotics' Ali Kashani joins to discuss Serve's latest developments (10:38) Beehiiv - Get 30 days free and 20% off your first 3 months at https://www.beehiiv.com/twist (12:37) Expansion challenges and navigating regulations (20:42) Vanta - Get $1000 off your SOC 2 at https://www.vanta.com/twist (22:19) Business model, future plans, and partnerships (29:14) Cloud Devs - Visit https://www.clouddevs.com/twist for an unbeatable offer on hiring elite Latam talent today. (30:41) Coopetition in the robotics and delivery space (35:16) Autonomous deliveries forecast for 2030 (49:17) High skill immigration and global talent competition (54:19) Leadership styles and labor market shifts (1:07:16) Government's stance on cryptocurrency (1:13:25) Blockchain innovation and tokenizing venture capital
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Mentioned on the show:
https://investors.serverobotics.com/static-files/96eeebc1-712f-46fe-9aee-c1242bddea38
https://www.vebulabs.com/autocado
https://a16zcrypto.com/posts/article/a-positive-path-forward
https://www.longtermtrends.net/market-cap-to-gdp-the-buffett-indicator
https://www.npr.org/2024/11/11/nx-s1-5186522/tom-homan-border-czar-trump
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Follow Ali:
Linkedin: https://www.linkedin.com/in/alikashani
Website: https://www.serverobotics.com
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Follow Jason:
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
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Follow Alex:
LinkedIn: https://www.linkedin.com/in/alexwilhelm
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Thank you to our partners:
(10:38) Beehiiv - Get 30 days free and 20% off your first 3 months at https://www.beehiiv.com/twist
(20:42) Vanta - Get $1000 off your SOC 2 at https://www.vanta.com/twist
(29:14) Cloud Devs - Visit https://www.clouddevs.com/twist for an unbeatable offer on hiring elite Latam talent today.
*
Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
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Follow TWiST:
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YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
Substack: https://twistartups.substack.com
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Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916
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Todays show:
Alex Wilhelm joins Jason to discuss Apple’s on-device AI and its privacy implications, Reddit’s earnings, and Amazon’s multi-billion dollar investment interest in Anthropic with strategic chip conditions. They also discuss economic indicators like inflation’s impact on voter sentiment and what metrics will define success for the next administration. Finally, they explore how product velocity has been key to Toast’s SaaS success and share valuable lessons for startup growth.
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Timestamps:
(0:00) Jason and Alex kick off the show
(3:29) Discussion Apple Intelligence and privacy concerns
(10:32) Runway - Sign up at https://www.runway.com/twist to get your first 3 months free.
(12:12) Trust in tech companies and privacy
(17:20) Trends on AI topics and ChatGPT
(17:20) Trends and tech product comparisons
(20:59) OpenAI's Chat.com acquisition
(22:45) Mac mini unboxing experience wrap-up
(24:40) LinkedIn Ads - Get a $100 LinkedIn ad credit at https://www.linkedin.com/thisweekinstartups
(26:12) Analysis of Toast's business and growth
(36:25) Vanta - Get $1000 off your SOC 2 at https://www.vanta.com/twist
(37:30) Reddit's growth, user engagement, and moderation challenges
(47:36) Social media incentives and reputation systems
(52:07) Reddit's AI translations and community management strategies
(57:25) Reddit's potential for creating a search engine
(1:00:38) OpenAI's citation challenges
(1:05:30) Amazon's interest in Anthropic and AI regulation
(1:07:37) US immigration and AI regulation under Trump administration
(1:11:43) TikTok's role in US-China relations
(1:15:42) Major IPOs and market potential
(1:17:19) Economic topics and inflation's impact on consumer spending
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Mentioned on the show:
https://security.apple.com/blog/private-cloud-compute/
*
Follow Alex:
LinkedIn: https://www.linkedin.com/in/alexwilhelm
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Follow Jason:
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
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Thank you to our partners:
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(36:25) Vanta - Get $1000 off your SOC 2 at https://www.vanta.com/twist
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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
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
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Follow TWiST:
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Substack: https://twistartups.substack.com
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Timestamps:
(0:00) Jason and Alex kick off the show
(3:55) Skydio’s Adam Bry joins the show
(4:22) Overview of Skydio's autonomous drones and public safety applications
(9:31) Oracle - Try OCI and save up to 50% on your cloud bill at https://www.oracle.com/twist
(11:07) Skydio as the largest US drone producer and Chinese sanctions impact
(17:36) Risks of Chinese-made drones and Skydio's cybersecurity measures
(21:28) Drones in defense and combat applications
(25:15) Notion - Try it for free today at https://notion.com/twist
(27:24) Drone light shows and military implications, Skydio's mission and hiring
(31:44) Future applications of drone technology and hardware startup challenges
(39:31) Geopolitical tensions and impact on American companies
(39:43) AssemblyAI - Get 100 free hours to start building at https://www.assemblyai.com/twist
(41:36) Presidential election results and implications for entrepreneurship
(48:49) Tariffs, immigration policies, and economic impact
(57:41) Prediction markets
(1:00:07) High-skilled immigration and antitrust policies
(1:04:35) Political influence on business dynamics and media
(1:07:02) Mergers, acquisitions, and startup liquidity post-Lena Khan
(1:11:26) Secondary markets, Lyft and DoorDash valuation trends
(1:15:15) The future of search engines
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Mentioned on the show:
Check out Skydio: https://www.skydio.com/
Check out Perplexity: https://www.perplexity.ai/
Article on Amazon’s purchase of MGM: https://www.esquire.com/entertainment/movies/a36543339/james-bond-amazon-mgm-deal-explained/
Article on election ad spending in 2024: https://www.afaqs.com/news/advertising/harris-and-trump-spent-nearly-10-billion-on-ads-in-2024-us-elections-7452195
Trailer for 1982 Doc “Buried”: https://www.youtube.com/watch?v=G4NpOlJ_O-I
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Follow Adam:
Linkedin: https://www.linkedin.com/in/adambry/
Follow Alex:
LinkedIn: https://www.linkedin.com/in/alexwilhelm
*
Follow Jason:
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Thank you to our partners:
(9:31) Oracle - Try OCI and save up to 50% on your cloud bill at at https://www.oracle.com/twist
(25:15) Notion - Try it for free today at https://notion.com/twist
(39:43) AssemblyAI - Get 100 free hours to start building at https://www.assemblyai.com/twist
*
Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
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YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
Substack: https://twistartups.substack.com
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Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916
This Week in Startups is brought to you by:
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Todays show:
In this episode, host Alex sits down with Exowatt’s Hannan Parvizian to explore how the company is addressing the massive energy demands of AI and datacenters. They discuss Exowatt's mission to deliver affordable, sustainable power solutions that meet the needs of a rapidly expanding tech landscape. Together, they dive into the challenges and innovations shaping the future of clean energy for data-heavy applications.
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Timestamps: (0:00) AI search energy consumption and corporate willingness to pay for AI (1:30) Introduction to power, electricity, and Hannan Parvizian of ExoWatt (4:21) Renewable energy, fossil fuels, and data center energy consumption (7:15) AI race, energy demands, and founding of ExoWatt
(8:25) Key challenges in the renewable energy sector
(9:24) NetSuite - Download the CFO's Guide to AI and Machine Learning for free at https://www.netsuite.com/twist (12:23) Cost of electricity, energy bills, and Texas energy market
(13:40) Exowatt’s unique technology and competitive edge (17:46) Introduction to ExoWatt's P3 product
(21:34) Gusto - Get three months free when you run your first payroll at https://gusto.com/twist (22:39) Energy storage technologies and comparison
(30:47) Washington Post - TWiST listeners can subscribe for just 50 cents per week for your first year at https://www.washingtonpost.com/twist (31:58) P3 modules' energy capacity and storage (34:55) Heat-to-electricity conversion mechanism (37:56) ExoWatt's company background, funding, and scaling challenges (43:14) Variable pricing, customer demand, and AI's energy consumption outlook (50:10) American manufacturing dynamism and AI's impact on the job market *
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Check out Exowatt: https://www.exowatt.com/ *
Follow Hannan:
LinkedIn: https://www.linkedin.com/in/hannanparvizian/
*
Follow Alex:
LinkedIn: https://www.linkedin.com/in/alexwilhelm
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Thank you to our partners:
(9:24) NetSuite - Download the CFO's Guide to AI and Machine Learning for free at https://www.netsuite.com/twist
(21:34) Gusto - Get three months free when you run your first payroll at https://gusto.com/twist
(30:47) Washington Post - TWiST listeners can subscribe for just 50 cents per week for your first year at https://www.washingtonpost.com/twist
*
Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
*
Follow TWiST:
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Instagram: https://www.instagram.com/thisweekinstartups
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Substack: https://twistartups.substack.com
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Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916
This Week in Startups is brought to you by…
Squarespace. Turn your idea into a new website! Go to https://www.Squarespace.com/twist for a free trial. When you’re ready to launch, use offer code TWIST to save 10% off your first purchase of a website or domain.
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Todays show:
Alex Wilhelm joins Jason to discuss AI's role in gaming with Decart’s AI-generated video game and its potential impact.(10:31) Viral growth strategies for startups and Runway AI's video creation innovations. Financial topics include NVIDIA's market value and Amazon's nuclear power ambitions.(21:39).
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Timestamps:
(0:00) Jason and Alex kick off the show
(3:34) Election security in America and challenges of swinging state votes
(8:41) AI-generated video game by Decart and its potential in gaming and entertainment
(9:03) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST
(17:07) Viral growth strategy for startups and collaboration between Decart and Etched
(A20:38) OpenPhone - Get 20% off your first six months at https://www.openphone.com/twist
(21:37) NVIDIA's value, financial speculation, and customer concentration
(29:32) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
(44:16) Amazon's nuclear power deal and regulatory challenges
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Follow Alex:
LinkedIn: https://www.linkedin.com/in/alexwilhelm
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LinkedIn: https://www.linkedin.com/in/jasoncalacanis
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Thank you to our partners:
(9:03) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST
(20:38) OpenPhone - Get 20% off your first six months at https://www.openphone.com/twist
(29:32) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
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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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This Week in Startups is brought to you by:
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Timestamps:
(0:00) Jason and Alex kick off the show
(4:49) Extend Robotics’ Dr. Chang Liu joins the show
(6:23) The challenges of real-world automation, robotic grape picking, and human in the loop AI
(10:44) Fidelity Private Shares℠ - Visit https://www.fidelityprivateshares.com Mention our podcast and receive 20% off your first-year paid subscription.
(12:14) Teleoperation, network latency, and future of robotic harvesting
(21:05) Building a tech company in the UK and second-order effects of AI
(23:24) LinkedIn Jobs - Post your first job for free at https://www.linkedin.com/twist
(24:35) AI models learning from best human practitioners
(26:56) Global remote work impact and virtual assistants
(30:38) Impact of global salary standards on US developers
(33:02) Oracle - Save up to 50% on your cloud bill at https://www.oracle.com/twist
(34:28) Accredited investor rules and potential changes
(42:26) Sophisticated investor tests and angel investing
(47:32) Investing in local businesses and AI news
(48:36) OpenAI announcements and Google’s blowout quarter
(52:22) Democratizing education with AI tutors and OpenAI's new search product
(1:03:39) OpenAI’s advanced voice feature and earnings highlights
(1:06:26) Tech giants' AI initiatives and implications
(1:08:03) Amazon’s AWS growth and AI business expansion
(1:14:39) Audience question: Interesting AI sectors for startups
(1:21:05) The Chinese EV market
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Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.com
Check out the TWIST500: https://www.twist500.com
Check out the Launch CloudKitchens Incubator: https://ck.launch.co
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Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
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Check out Extend Robotics: https://www.extendrobotics.com/ Here is the “Empowering Main Street in America Act”: https://www.banking.senate.gov/imo/media/doc/emsaa_section-by-section.pdf Check out SearchGPT: https://openai.com/index/searchgpt-prototype/ Check out the Xiaomi SU7 Ultra: https://www.mi.com/global/discover/article?id=3768 Check out Nio: https://www.nio.com
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Follow Dr Chang Liu:
LinkedIn: https://www.linkedin.com/in/thechangliu/
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Follow Alex:
LinkedIn: https://www.linkedin.com/in/alexwilhelm
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Follow Jason:
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
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Thank you to our partners:
(10:44) Fidelity Private Shares℠ - Visit https://www.fidelityprivateshares.com Mention our podcast and receive 20% off your first-year paid subscription.
(23:24) LinkedIn Jobs - Post your first job for free at https://www.linkedin.com/twist
(33:02) Oracle - Save up to 50% on your cloud bill at https://www.oracle.com/twist
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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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Follow TWiST:
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
Substack: https://twistartups.substack.com
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Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916
This Week in Startups is brought to you by:
OpenPhone - Create business phone numbers for you and your team that work through an app on your smartphone or desktop. TWiST listeners can get an extra 20% off any plan for your first 6 months at https://www.openphone.com/twist
Lemon.io - Hire pre-vetted remote developers, get 15% off your first 4 weeks of developer time at https://www.Lemon.io/twist
Linear - Linear helps product teams focus on what they do best: Planning and building great products. Streamline issues, projects, and product roadmaps in a tool your team will actually enjoy using. Get 25% off at https://www.Linear.app/twist
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Todays show:
Moniepoint made waves this week by raising a massive $110 million Series C. For a startup in a category (fintech) that has seen its venture fortunes falter and a company building for the African market (which has seen its venture inflows slow), Moniepoint is an outlier – twice. Three times if you consider how quickly the company has grown in recent years. How did its round come together? How was it priced? And why aren’t more investors putting capital to work in Africa? Tune in, we have answers.
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Timestamps: (0:00) Alex Wilhelm kicks off the show
(1:21) Moniepoint's origin story and pivot to the current model
(10:30) OpenPhone - Get 20% off your first six months at https://www.openphone.com/twist
(10:13) Balancing profitability and venture capital
(16:48) Digitalization's impact on Moniepoint's growth
(25:11) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
(26:43) Moniepoint's office and IPO strategies
(28:18) Launch of consumer banking services
(31:07) Linear - Streamline issues, projects, and product roadmaps in a tool your team will actually enjoy using. Get 25% off at https://www.linear.app/twist
(32:07) The recent fundraising round and valuation insights
(38:32) Moniepoint's expansion plans in Africa
(42:17) Fostering the early-stage startup ecosystem
(44:18) Tosin's journey in angel investing
(46:38) Spotlight on African startups in the global market
(49:37) Angel University - Apply now at https://www.angel.univeristy
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Check out the TWIST500: https://www.twist500.com
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Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
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Check out Moniepoint: https://moniepoint.com
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Follow Tosin:
LinkedIn: https://www.linkedin.com/in/tosin-eniolorunda-46833618
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Follow Alex:
LinkedIn: https://www.linkedin.com/in/alexwilhelm
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Thank you to our partners:
(10:30) OpenPhone - Get 20% off your first six months at https://www.openphone.com/twist
(25:11) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
(31:07) Linear - Streamline issues, projects, and product roadmaps in a tool your team will actually enjoy using. Get 25% off at https://www.linear.app/twist
*
Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
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Follow TWiST:
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
Substack: https://twistartups.substack.com
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Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916
This Week in Startups is brought to you by:
Vanta. Compliance and security shouldn't be a deal-breaker for startups to win new business. Vanta makes it easy for companies to get a SOC 2 report fast. TWiST listeners can get $1,000 off for a limited time at https://www.vanta.com/twist
Squarespace. Turn your idea into a new website! Go to https://www.Squarespace.com/TWIST for a free trial. When you’re ready to launch, use offer code TWIST to save 10% off your first purchase of a website or domain.
Kalshi. Kalshi—the largest regulated predictions market—now lets you trade on US elections. Visit https://www.kalshi.com/twist to see live odds, trade, and get $20 when you deposit $100.
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Todays show:
Alex Wilhelm interviews leaders from Monte Carlo and Mastertech.ai, exploring their roles in data observability and AI applications. Linda Gray shares her journey founding Mastertech.ai and highlighting AI's transformative role in auto shops.(2:05) Monte Carlo's Lior Gavish discusses the importance of data downtime and AI's influence on data monitoring. (35:51)
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Timestamps: (0:00) Alex Wilhelm kicks off the show
(2:05) Linda Gray's career and Mastertech.ai origin
(5:17) Mastertech.ai and the auto repair industry
(8:06) Vanta - Get $1000 off your SOC 2 at https://www.vanta.com/twist
(9:11) Technological adoption and Mastertech.ai's benefits
(16:18) Mastertech.ai's OEM approval process and community data
(20:50) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST
(22:20) Mastertech.ai's AI-driven diagnostics demo
(34:34) Kalshi—the largest regulated predictions market—now lets you trade on US elections. Visit https://www.kalshi.com/twist to see live odds, trade, and get $20 when you deposit $100.
(35:51) Lior Gavish from Monte Carlo joins Alex
(45:15) AI's accelerant effect on Monte Carlo's growth and strategy *
Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.com
Check out the TWIST500: https://www.twist500.com
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Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
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Monte Carlo: https://www.montecarlodata.com
Mastertech.AI: https://www.mastertech.ai
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Follow Alex:
LinkedIn: https://www.linkedin.com/in/alexwilhelm
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Follow Lior:
LinkedIn: https://www.linkedin.com/in/lgavish
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Follow Linda:
LinkedIn: https://www.linkedin.com/in/linda-gray-6433b251
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Thank you to our partners:
(8:06) Vanta - Get $1000 off your SOC 2 at https://www.vanta.com/twist
(20:50) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST
(34:34) Kalshi - Sign up to win $100K at https://www.kalshi.com/twist
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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
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
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Follow TWiST:
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
Substack: https://twistartups.substack.com
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Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916
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