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.
This Week in Startups is brought to you by…
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Todays show:
We reviewed the first 100 companies on the TWiST500 list, covering sectors from fintech to AI, robotics, and space. Dozens of must-know startups emerged. Today, Alex breaks down the categories seeing the most entrants and highlight some of our favorite picks.
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Timestamps:
(0:00) Alex Wilhelm kicks off the show
(3:08) AI for Devs: Qodo & Poolside
(6:25) AI Infrastructure: CoreWeave
(8:43) OpenPhone - Get 20% off your first six months at https://www.openphone.com/twist
(10:15) Data for AI: Tollbit & Scale
(14:05) Robotics: Figure & Dusty Robotics
(17:51) NetSuite - Download the CFO's Guide to AI and Machine Learning for free at https://www.netusite.com/twist
(19:08) Fintech: Circle & Altruist
(22:37) Cybersecurity: Huntress & Wiz
(26:30) Crypto: Farcaster
(28:17) Other Standouts: Harvey AI, Kojo & Albedo Space
(30:04) Sprig - Visit https://www.sprig.com/twist to book a demo and get a $75 gift card.
(31:17) Angel University kicks off November 6th
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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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Companies mentioned on the show:
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Check out these TWiST episodes: https://www.youtube.com/watch?v=jGtV_V54m30
https://www.youtube.com/watch?v=BZPO5oYUuQU
https://www.youtube.com/watch?v=ULEwo0VXlZQ
https://www.youtube.com/watch?v=FdkWFoFD50Q
https://www.youtube.com/watch?v=ULEwo0VXlZQ
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Follow Alex:
LinkedIn: https://www.linkedin.com/in/alexwilhelm
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Thank you to our partners:
(8:43) OpenPhone - Get 20% off your first six months at https://www.openphone.com/twist
(17:51) NetSuite - Download the CFO's Guide to AI and Machine Learning for free at https://www.netusite.com/twist
(30:04) 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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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
Todays show: Kruze’s Scott Orn joins Jason on the latest edition of Startup Finance Basics! In this episode, they break down the unique aspects and dynamics of the current AI boom, contrasting AI startup revenue, costs, and growth rates with traditional SaaS models (4:11). They also dive into AI tools' impact on productivity and labor efficiency (8:12), the accounting challenges and operational issues AI startups face (14:27), and more!
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Timestamps:
(00:00) Kruze COO, Scott Orn, joins Jason (1:06) Unique aspects and dynamics of the current AI boom (4:11) AI startup revenue, costs, and growth rates vs traditional SaaS (8:12) AI tools and their impact on productivity and labor efficiency (14:27) Accounting challenges and operational issues in AI startups
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Check out Kruze: https://kruzeconsulting.com
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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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Follow Scott:
LinkedIn: https://www.linkedin.com/in/scottorn
X: https://twitter.com/scottorn
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Follow Jason:
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
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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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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…
Gusto is easy online payroll, benefits, and HR built for modern small businesses. Get three months free when you run your first payroll at https://www.gusto.com/twist
Oracle - Oracle Cloud Infrastructure, or OCI, is a single platform for your infrastructure, database, application development, and AI needs. Save up to 50% on your cloud bill at https://www.oracle.com/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:
M.G. Siegler joins Jason and Alex to discuss the current venture capital crisis (14:11), and challenges in the venture industry, particularly in early-stage returns and high valuations (18:42). They also address future exits and the impact of regulatory measures on M&A (27:14), Google's antitrust case (49:08), and much more!
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Timestamps:
(0:00) M.G. Siegler joins Jason and Alex
(5:05) M.G. Siegler's journey from journalism to venture capital
(8:33) Differences between journalism and venture capital
(10:02) Gusto - Get three months free when you run your first payroll at https://gusto.com/twist
(11:02) Media training and transparency in companies
(14:11) Venture capital's current state and CRV's capital return
(16:23) Challenges and opportunities in the venture industry
(18:42) Early stage venture returns and the impact of high valuations
(21:42) Oracle - Try OCI and save up to 50% on your cloud bill at at https://www.oracle.com/twist
(23:07) Future exits and liquidity evaluations in startups
(27:14) Acquisitions, hackquisitions, and regulatory impact on M&A
(34:09) Venture capital dynamics and fundraising during market downturn
(35:48) Predictions for the startup market recovery
(38:02) 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
(38:57) AI competition among tech giants and Meta's hardware challenges
(45:47) Venture capital dynamics and favorite AI tools
(49:08) Google's antitrust case
(55:25) Possible effects of opening Google's search API
(1:03:41) Potential Google spin-offs
(1:06:27) Audience Q&A
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Check out the TWIST500: https://www.twist500.com
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Mentioned on the show:
https://spyglass.org/vc-crisis
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Follow M.G. Siegler:
LinkedIn: https://www.linkedin.com/in/mgsiegler/?originalSubdomain=uk
Check out: https://www.spyglass.org
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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:
(10:02) Gusto - Get three months free when you run your first payroll at https://gusto.com/twist
(21:42) Oracle - Try OCI and save up to 50% on your cloud bill at at https://www.oracle.com/twist
(38:02) 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
*
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
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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…
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AssemblyAI. Get maximum value from voice data with AssemblyAI. Build powerful products and features for your end users on the industry’s leading speech-to-text models. Get 100 free hours to start building at https://www.assemblyai.com/twist
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Todays show:
Radian’s Richard Humphrey joins Alex to discuss the future of space travel, focusing on spaceplanes like the Radian One (2:05). The two dive into technological advancements (10:20), funding challenges (14:28), the potential to reduce orbital launch costs (47:56), and more!
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Timestamps:
(0:00) Radian’s Richard Humphrey joins Alex
(2:05) Discussion on Richard Humphrey's aviation history and spaceplane development
(4:22) Spaceplanes versus rockets: advantages and disadvantages
(8:51) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
(10:20) Spaceplane projects: historical context and current technology
(14:28) Funding challenges and venture capital interest in space industry
(17:14) Radian 1 spaceplane's rocket sled launch mechanism and specifications
(20:22) Vanta - Get $1000 off your SOC 2 at https://www.vanta.com/twist
(25:28) Reusability and refurbishment process of the Radian 1 spaceplane
(29:03) AssemblyAI - Get 100 free hours to start building at https://www.assemblyai.com/twist
(30:33) Radian 1 project updates: recent tests and future timeline
(39:00) Commercial model and government interest in horizontal launches
(42:38) Orbital launches: future demand and space economy implications
(44:49) Space launches: US and Chinese dominance, and potential for rapid cargo transport
(47:56) Private orbital flights: cost, feasibility, and space tourism
(53:19) Reducing orbital launch costs and the transformative potential of space access
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Check out the TWIST500: https://www.twist500.com
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Check out Radian:
https://www.radianaerospace.com
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Follow Richard:
LinkedIn: https://www.linkedin.com/in/richardhumphrey
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Follow Jason:
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
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Thank you to our partners:
(8:51) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
(20:22) Vanta - Get $1000 off your SOC 2 at https://www.vanta.com/twist
(29:03) AssemblyAI - Get 100 free hours to start building at https://www.assemblyai.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:
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Substack: https://twistartups.substack.com
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Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916
Timestamps:
(0:00) Alex and Jason kick off the news show!
(3:26) Overview of Harvard's AR glasses tech demo and club projects
(10:09) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST
(11:35) Discussing responsible tech use, privacy, and entrepreneurial aspirations
(18:30) Guests' academic focus and future in technology
(19:41) LinkedIn Ads - Get a $100 LinkedIn ad credit at http://www.linkedin.com/thisweekinstartups
(21:27) AR technology trends, practicality, and ethical considerations
(26:10) AI advancements, deepfakes, and AR in healthcare
(29:37) Washington Post - TWiST listeners can subscribe for just 50 cents per week for your first year at https://www.washingtonpost.com/twist
(31:06) Insights on young founders and the podcast's live format evolution
(31:58) Venture capital trends and Initialize Capital's restructuring
(39:28) Founders Fund and CRV developments, returning capital to LPs
(42:02) Analysis of scale insurgents and successful startup unicorns
(46:39) Secondary market opportunities and fund exit strategies
(53:00) New Twist 500 members: Snyk and Nym
(59:56) TikTok's impact on the music industry and content creators
(1:01:05) Investment discussions with Chef Reactions and TikTok creators *
Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.com
Check out the TWIST500: twist500.com
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
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Follow AnhPhu:
X: https://x.com/AnhPhuNguyen1
LinkedIn: https://www.linkedin.com/in/anhphu5/
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Follow Caine:
X: https://x.com/CaineArdayfio
LinkedIn: https://www.linkedin.com/in/caine-ardayfio/
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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:
(10:09) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST
(19:41) LinkedIn Ads - Get a $100 LinkedIn ad credit at http://www.linkedin.com/thisweekinstartups
(29:37) Washington Post - TWiST listeners can subscribe for just 50 cents per week for your first year at https://www.washingtonpost.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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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…
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
LinkedIn Jobs. A business is only as strong as its people, and every hire matters. Go to https://www.linkedin.com/twist to post your first job for free. Terms and conditions apply
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Timestamps:
(0:00) Databricks’ Naveen Rao joins Alex Wilhelm
(8:54) Regulatory challenges and open-source AI
(10:02) OpenPhone - Get 20% off your first six months at https://www.openphone.com/twist
(13:57) Meta's Llama models and reinforcement learning
(19:46) LinkedIn Ads - Get a $100 LinkedIn ad credit at http://www.linkedin.com/thisweekinstartups
(20:55) Open vs. closed source AI models and advances
(28:09) Precision in AI and enterprise applications
(30:20) Beehiiv - Get 30 days free and 20% off your first 3 months at https://www.beehiiv.com/twist
(52:08) Tech incumbents' evolution and AI competition
(54:55) AI model sizes and synthetic data quality
(57:29) AI inspiration from biology and future innovation
(1:03:06) Databricks' growth trajectory and potential IPO
(1:04:25) Elliot Easterling of bonbon joins TWIST for a Jam with JCal.
(1:05:16) Bonbon.tech and the rewards platform overview
(1:14:44) Gamification strategies and user engagement
(1:22:18) Exploring growth opportunities and market expansion *
Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.com
Check out the TWIST500: twist500.com
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Check out Databricks: https://www.databricks.com/
Check out Bonbon: https://bonbon.tech
Link to Newsom vetoes SB 1047 article: https://www.bbc.com/news/articles/cj9jwyr3kgeo
The short guide to understanding data intelligence from Databricks: https://www.databricks.com/blog/short-guide-understanding-data-intelligence
Mosaic AI Agent Framework post: https://www.databricks.com/blog/announcing-mosaic-ai-agent-framework-and-agent-evaluation
Data Intelligence Platform product tour: https://www.databricks.com/resources/demos/tours/horizontal/introducing-databricks-intelligence-platform?itm_data=demo_center
Mosaic AI new features and demo: https://www.youtube.com/watch?v=acIBdCOj88E
Unity Catalog GitHub: https://github.com/unitycatalog/unitycatalog
“Thinking Fast and Slow” by Daniel Kahneman summary on Medium - https://www.penguinrandomhouse.ca/books/89308/thinking-fast-and-slow-by-daniel-kahneman/9780385676533
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Follow Naveen:
LinkedIn: https://www.linkedin.com/in/naveen-rao-bba5b01/
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Follow Elliot:
LinkedIn: https://www.linkedin.com/in/elliotteasterling
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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:
(10:02) OpenPhone - Get 20% off your first six months at https://www.openphone.com/twist
(19:46) LinkedIn Ads - Get a $100 LinkedIn ad credit at http://www.linkedin.com/thisweekinstartups
(30:20) Beehiiv - Get 30 days free and 20% off your first 3 months at https://www.beehiiv.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
This Week in Startups is brought to you by…
Notion. Notion combines your notes, docs, and projects into one beautifully designed space with AI built right in. Try it for free today at https://notion.com/twist
Fidelity Private Shares℠. Manage your cap table and data room, get faster, more accurate 409A valuation, and fully automate your next financing round. Visit https://www.fidelityprivateshares.com Mention our podcast and receive 20% off your first-year paid subscription.
Kyte. Looking to get out of the city? Rent a car with Kyte. Kyte delivers rental cars to your door. No counter, no lines, no hassle. Download the Kyte app or book online at https://www.kyte.com and use code JASON to save 10% on your first rental.
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Todays show:
Alex Wilhelm joins Jason to discuss the ongoing ILA strike and impact (2:34), Startup opportunities in port automation (39:49), CRV's $275M return to investors (55:33), OpenAI closing its $6.6 billion mega-round (1:12:07), and more!
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Timestamps:
(0:00) Jason and Alex kick off the show
(2:34) The ILA strike overview and impact
(4:59) Technology and efficiency in global ports
(10:10) Notion - Try it for free today at https://notion.com/twist
(11:43) Labor, supply chain fragility, and union perspectives
(20:12) Future of port automation and union demands
(27:07) Fidelity Private Shares℠ - Visit https://www.fidelityprivateshares.com! Mention our podcast and receive 20% off your first-year paid subscription.
(28:27) Societal impacts of potential future labor changes
(38:07) Kyte - Download the Kyte app or book online at https://www.kyte.com and use code JASON to save 10% on your first rental.
(39:38) Startup opportunities in port automation and technology resistance
(45:13) Innovations in port tech
(50:11) Broader impact of automation on employment
(55:39) CRV's $275M return to investors
(1:00:06) Focusing on core strengths in venture capital
(1:02:16) Current market conditions and lack of late-stage IPOs
(1:08:26) Essential skills for venture capital investing and variability in VC fund performance
(1:12:07) OpenAI closing its $6.6 billion mega-round
(1:18:27) Audience Q&A
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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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Mentioned on the show:
https://www.gao.gov/assets/d24106498.pdf
https://ilaunion.org/ila-halts-negotiations-with-usmx-amid-automation-disputes/
https://www.cbsnews.com/news/how-much-do-dock-workers-make-longshoreman-salary/
https://www.nytimes.com/2024/10/02/technology/crv-vc-fund-returning-money.html
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Follow Alex:
LinkedIn: https://www.linkedin.com/in/alexwilhelm
*
Follow Jason:
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Thank you to our partners:
(10:10) Notion - Try it for free today at https://notion.com/twist
(27:07) Fidelity Private Shares℠ - Visit https://www.fidelityprivateshares.com! Mention our podcast and receive 20% off your first-year paid subscription.
(38:07) Kyte - Download the Kyte app or book online at https://www.kyte.com and use code JASON to save 10% on your first rental.
*
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
This Week in Startups is brought to you by…
Squarespace. Turn your idea into a new website! Go to 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.
Gusto. Gusto is easy online payroll, benefits, and HR built for modern small businesses. Get three months free when you run your first payroll at Gusto.com/twist.
Runway. Looking to up-level your financial planning? Runway is the modern and intuitive way to model, plan, and align your business for everyone on your team. Sign up at runway.com/twist to get your first 3 months free.
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Timestamps:
(1:18) Alex kicks off the show!
(2:27) Our Fund of Funds panel from Liquidity Summit 2024 take the stage. (2:54) Insights from Ben Choi on Fund of Funds (6:25) Emerging Manager Funds with Michael Downing
(9:47) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST
(13:38) Challenges for Emerging Managers in Venture Capital
(20:25) Gusto - Get three months free when you run your first payroll at http://gusto.com/twist
(21:30) Venture Capital Performance with Seyonne Kang
(32:12) Runway - Sign up at https://runway.com/twist to get your first 3 months free.
(33:30) Monique Woodard on Raising a First Fund (38:35) Debunking Myths of Raising a First Fund (40:46) Importance of Individual vs. Institutional Investors (42:18) Building Relationships for Subsequent Funds (43:45) Identifying Your Ideal LP Persona (45:19) Leveraging Your Fund's Unique Strengths (49:24) Strategies for Fund 2 and Beyond *
Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.com
Check out the TWIST500: https://www.twist500.com
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
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Check out Cake Ventures: https://www.cake.vc/
Check out Stepstone Group: https://www.stepstonegroup.com/
Check out Next Legacy Ventures: https://www.nextlegacy.com/
Check out MDSV Capital: https://www.mdsv.vc/
*
Follow Monique:
X: https://x.com/moniquewoodard
LinkedIn: https://www.linkedin.com/in/moniquewoodard/
*
Follow Seyonne:
X: https://x.com/stepstonegroup
LinkedIn: https://www.linkedin.com/in/seyonne-kang-b283021/
*
Follow Ben:
LinkedIn: https://www.linkedin.com/in/bchoi/
*
Follow Michael:
X: https://x.com/michaeldowning
LinkedIn: https://www.linkedin.com/in/michaeldowning/
*
Follow Alex:
LinkedIn: https://www.linkedin.com/in/alexwilhelm
*
Thank you to our partners:
(9:47) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST
(20:25) Gusto - Get three months free when you run your first payroll at http://gusto.com/twist
(32:12) Runway - Sign up at https://runway.com/twist to get your first 3 months free.
*
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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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
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Todays show:
Alex Wilhelm joins Jason to discuss AI regulation bill SB 1047 (1:46), the biggest supercycle today (6:18), OpenAI’s growth trajectory (25:20), the AR and VR technology evolution (48:51), and more!
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Timestamps:
(0:00) Jason and Alex kick off the show
(1:46) AI regulation bill SB 1047
(2:34) Defining the AI supercycle
(6:18) Concurrent supercycles: Self-driving cars and fusion
(8:03) Vanta - Get $1000 off your SOC 2 at https://www.vanta.com/twist
(9:08) Detailed discussion on SB 1047's impact and reactions
(17:14) AI regulation in California: A broader perspective
(19:54) CloudDevs - Visit https://www.clouddevs.com/twist for an unbeatable offer on hiring elite LATAM talent today.
(21:01) Industry leaders' reactions to SB 1047 veto and open source in AI
(25:20) Rule-breaking in startup success and evaluating OpenAI's valuation
(36:47) Sprig - Visit https://www.sprig.com/twist to book a demo and get a $75 gift card.
(38:00) Infrastructure ownership for tech giants and the future of startups in AI
(48:51) AR and VR technology evolution and market potential
(55:38) AR glasses' impact on daily life and mental health
(1:05:59) AR vs. VR applications and social implications
(1:07:27) Audience Q&A
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Mentioned on the show:
https://x.com/martin_casado/status/1840490481777770850
https://x.com/AndrewYNg/status/1840497561821651069
https://www.youtube.com/watch?v=FKgJTJojVEw
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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:
(8:03) Vanta - Get $1000 off your SOC 2 at https://www.vanta.com/twist
(19:54) CloudDevs - Visit https://www.clouddevs.com/twist for an unbeatable offer on hiring elite LATAM talent today.
(36:47) 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
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Follow TWiST:
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Substack: https://twistartups.substack.com
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This Week in Startups is brought to you by…
.Tech Domains. Don’t miss our “Jam with JCal” contest! To apply and get more details go to https://Jamwithjcal.tech brought to you by .tech domains.
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Todays show:
Udio’s David Ding joins Alex to discuss the inception of Udio (1:32), advancements in AI music creation (8:47), and the evolution of Udio’s AI model (10:32). Plus, David demos Udio’s capabilities live (32:47)!
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Timestamps:
(0:00) Udio’s David Ding joins Alex
(1:32) David's journey and the inception of Udio
(4:26) AI music generation and user control over music elements
(7:52) .Tech Domains - Apply for the Jam Session with JCal contest today at https://jamwithjcal.tech
(8:47) Advancements in AI music creation and data annotation
(10:32) Evolution of Udio's AI models and early versions
(14:59) Udio's target audience and the future of AI in music
(20:06) Udio's potential DAW integration and music production terms
(21:52) LinkedIn Ads - Get a $100 LinkedIn ad credit at https://www.linkedin.com/thisweekinstartups
(23:17) Udio's funding and business model
(27:11) Financial discipline and GPU cost efficiency at Udio
(31:28) Brave Search API - Get started for free at https://www.brave.com/jason
(32:47) GPU-based compute challenges and a live Udio demo
(48:03) Udio's user interface, engagement, and community insights
(49:57) Udio's growth, virality, and competitive stance
(53:27) Udio's model quality and expansion roadmap
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Check out Udio: https://www.udio.com
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Follow David:
LinkedIn: https://www.linkedin.com/in/david-fengning-ding-053b1282
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Follow Alex:
LinkedIn: https://www.linkedin.com/in/alexwilhelm
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Thank you to our partners:
(7:52) .Tech Domains - Apply for the Jam Session with JCal contest today at https://jamwithjcal.tech
(21:52) LinkedIn Ads - Get a $100 LinkedIn ad credit at https://www.linkedin.com/thisweekinstartups
(31:28) Brave Search API - Get started for free at https://www.brave.com/jason
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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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Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916
Timestamps:
(0:00) Teaser of today’s Liquidity Summit talk from Phil Deutch.
(1:29) Alex kicks off the show.
(2:11) Jason introduces Phil Deutch at the Liquidity Summit 2024
(3:52) Phil Deutch’s talk “Data Centers & Energy: A First Principles Understanding of Investment Opportunities & Challenges”
(4:39) Data center power demands and the impact on energy demand
(7:30) The complexity of energy generation and distribution
(9:24) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST
(10:55) Electricity generation in the US, transmission, and distribution challenges
(15:17) Market opportunity for faster electricity delivery and sustainability challenges
(20:08) Vanta - Get $1000 off your SOC 2 at https://www.vanta.com/twist
(21:14) The nuclear power debate, role of AI and batteries in energy management
(25:55) Consumer awareness and recent outages' impact on energy consumption
(29:16) OpenPhone - Get 20% off your first six months at https://www.openphone.com/twist
(30:39) Audience questions on the transition to AI and EV adoption challenges
(34:09) Future innovations in energy: Solar, storage, and the potential for free electricity
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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:
(9:24) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST
(20:08) Vanta - Get $1000 off your SOC 2 at https://www.vanta.com/twist
(29:16) OpenPhone - Get 20% off your first six months at https://www.openphone.com/twist
Great 2023 interviews: Steve Huffman, Brian Chesky, 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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TikTok: https://www.tiktok.com/@thisweekinstartups
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