『This Week in Startups』のカバーアート

This Week in Startups

This Week in Startups

著者: Jason Calacanis
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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.Jason Calacanis
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  • VC experts on why Physical AI funding is heating up | E2333
    2026/09/02
    VC experts on why Physical AI funding is heating up | E2333 This Week In Startups is made possible by: partner 1 - link partner 2 - link partner 3 - link Today's show: Are we one step closer to data centers in space? Katelin Holloway of Seven Seven Six and Paige Doherty of Behind Genius Ventures break it down what it would take. Plus investor interest is surging in Physical AI companies. Paige explains why she backs applications of physical AI over general-purpose robotics, and how her thesis on multimodal AI led to the largest check she's ever written. We then dive into the Pentagon's rollout of ChatGPT Mil and Grok for Government. And Katelin gives us her insight into how VCs are investing in Europe and the regulations behind the scenes. Guests: Katelin Holloway on X: https://x.com/katelin_cruse Seven Seven Six: https://sevensevensix.com/ Paige Doherty on X: https://x.com/paigefinnn Behind Genius Ventures: https://www.behindgeniusventures.com/ Full Transcript and Summary, powered by Plaud https://web.plaud.ai/s/pub_772dbc9f-cd78-4de7-911e-8d3ee2883fbb::AF3ncHtIZkSyKKL-K-XUZBAUBEdoQQBEGCQSsja3gXsll8Dm6-Xbrrlhk7g8U-xwIW9kHyYwaB0dBuoC Related Links: Department of War adds ChatGPT Mil and Grok for Government: https://fortune.com/2026/09/01/pentagon-chatgpt-grok-government-military-ai-members-pete-hegseth-defense-department/ OpenAI for Government: https://openai.com/global-affairs/introducing-openai-for-government/ Starshield — SpaceX's government/defense arm: https://www.spacex.com/starshield/ UN work on LAWS (Lethal Autonomous Weapons Systems): https://disarmament.unoda.org/the-convention-on-certain-conventional-weapons/background-on-laws-in-the-ccw/ European Commission designates ChatGPT a VLOSE: https://digital-strategy.ec.europa.eu/en/news/commission-designates-chatgpt-reddit-roblox-under-digital-services-act Commission press release: https://ec.europa.eu/commission/presscorner/detail/en/ip_26_1772 Euronews on why a chatbot that searches the live web counts as a search engine: https://www.euronews.com/next/2026/08/31/eu-places-chatgpt-reddit-and-roblox-under-strictest-digital-safety-rules Entrepreneur First: https://www.joinef.com/posts/introducing-the-bridge/ Henrick Johansson, the European VC persona: https://x.com/compliantvc Starcloud — orbital data centers: https://www.starcloud.com/ Starcloud raises $250M at a $2.3B: https://www.businesswire.com/news/home/20260821884035/en/Starcloud-Raises-$250-Million-at-$2.3-Billion-Valuation-to-Scale-AI-with-Orbital-Data-Centers "From Sputnik to Starship: Estimating the experience curve of space launch technology" https://academic.oup.com/pnasnexus/article/5/7/pgag217/8732400 Cambridge Bennett Schoo: https://www.bennettschool.cam.ac.uk/blog/is-space-trade-the-next-global-transport-revolution/ Crunchbase News: physical AI startups raised $47.4B across 521 deals in H1 2026: https://news.crunchbase.com/venture/physical-ai-funding-startups-robotics-aerospace-h1-2026/ Crunchbase News on record defense-tech funding: https://news.crunchbase.com/defense-tech/startup-venture-funding-all-time-record-ai-anduril/ Jensen Huang's prediction: https://www.nvidia.com/en-us/executive-insights/ Zipline: https://www.flyzipline.com/ Nox Metals: https://www.noxmetals.com/ CNBC: Anthropic changes its data retention policy: https://www.cnbc.com/2026/09/01/anthropic-data-retention.html Bloomberg on the plan to let enterprises hold the 30-day window: https://www.bloomberg.com/news/articles/2026-08-20/anthropic-plans-to-change-data-retention-policy-for-advanced-ai Plaud — sponsor; the wearable AI note-taker → **https://plaud.ai/twist** (code TWIST for 10% off) Harmonic: https://harmonic.ai/ Timestamps: 0:00 Why making it to Fund IV is when it gets real 9:24 Pentagon rolls out ChatGPT Mil and Grok for Government 10:49 Sentry - Your team should be focused on shipping features — not chasing down bugs. New users can get $240 in free credits when they go to https://sentry.io/twist and use the code TWIST 11:53 Paige on defense tech and three years at Northrop Grumman 13:40 Katelin: The bottleneck used to be winning the contract, now it's surviving one 16:13 Autonomous weapons, robot dogs, and the Boston Dynamics conversation in Paris 19:07 Lightfield - Name one person who's ever enjoyed updating a CRM. Exactly. Lightfield's AI agent does it for you — it even prospects and books your meetings. Used by thousands of startups. Free at https://lightfield.app 22:03 EU designates ChatGPT a "very large online search engine" under the DSA 24:54 Katelin's contrarian take: Europe is undercapitalized 29:56 Odoo - The all-in-one business platform. Your first app is free! Get started today at https://Odoo.com/twist 31:07 Starcloud raises $250M at a $2.3B valuation 53:06 Competing with Elon: the single point of failure for the whole space economy 57:49 Physical AI raised ~$47B in the first half of 2026 1:03:42 Jason's Zipline regret and the death of "hardware is hard" 1:07:07 Is ...
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  • Are AI Agents forming "civilizations" or is this just a psy op? | 2332
    2026/08/31
    This Week In Startups is made possible by: Northwest Registered Agent https://northwestregisteredagent.com/twistdomain CLA https://claconnect.com/withyou Rippling https://Rippling.ai/twist Today's show: Hugging Face's $399 Microduck and the art of companies taking on side quests. Then, we get into Dwarkesh Patel's "The Rise and Fall of Agent Civilizations," which blew up online this weekend. Jason calls the "secret AI civilization" framing deliberate PR, and thinks it's inflammatory enough that someone might attack a data center over it. Then, Anders Forslund of Heart Aerospace shows off the X1, a battery-powered electric airliner designed for regional flights that can fly for 30 minutes on just $5 of juice. PLUS, we've got John Yu of Bitsec explaining how his subnet project outperformed Fable 5 in website vulnerability checks. Guests: Anders Forslund on X: https://x.com/AndersForslund1?s=2 Heart Aerospace: https://www.heartaerospace.com/ John Yu on X: https://x.com/yubrew Bitsec: https://sentios.io/ & https://sentios.io/ Relevant Links: MicroDuck: https://pollen-robotics.com/microduck/ Dwarkesh Patel, "The Rise and Fall of Agent Civilizations," https://www.dwarkesh.com/p/openai-huggingface Dwarkesh's launch thread on X: https://x.com/dwarkesh_sp/status/2093833419377815719 METR's independent investigation of the OpenAI/Hugging Face incident: https://metr.org/blog/2026-08-26-openai-hugging-face-incident-investigation/ X1 first flight announcement — https://www.heartaerospace.com/newsroom/heart-aerospace-completes-first-flight-of-world-s-largest-electric-aircraft JSX (JetSuiteX) — https://www.jsx.com/ Pilatus PC-12 —https://www.pilatus-aircraft.com/en/fly/pc-12 Surf Air — https://www.surfair.com/ Zcash → https://z.cash/ Timestamps: 0:00 Is Hugging Face's Microduck the greatest side quest ever? 5:31 Jason puts Clem Delangue and Jensen Huang in charge of AI PR 11:20 Northwest Registered Agent - Got a new business idea? Northwest Registered Agent helps you bring it to life. Get a free domain, email, phone number, and more - with no purchase required! Learn more at https://www.northwestregisteredagent.com/twistdomain 18:55 Top story: Dwarkesh Patel's "The Rise and Fall of Agent Civilizations" 19:22 Why agents act like people: they were trained on us 19:30 CLA - Innovation takes balance. CLA's CPAs, consultants, and wealth advisors can help you get from startup to where you want to end up. Get started now at https://www.claconnect.com/withyou 21:49 "I know good PR when I see it" 23:11 The prompt Jason says OpenAI should have written instead 26:44 The data center backlash and the politicians who will flip 30:07 Rippling - Don't settle for AI that's all talk. Head to https://Rippling.ai/twist to get the only AI built to give you full visibility across your startup and take complex actions across your entire business. 33:19 Guest: Anders Forslund, Heart Aerospace, and the X1's first flight 39:40 Turboprops vs. jets and the regional routes America lost 42:33 JSX, Santa Monica Airport, and 5,000 underused airports 44:54 Why Boeing won't build this: the innovator's dilemma 53:14 Guest: John Yu, Bitsec — Bittensor Subnet 60 55:01 How the subnet works: miners, validators, $10K a day 57:17 Bitsec vs. a frontier model: 160+ vulnerabilities to 60 59:37 Was the agent civilization story a pre-IPO PR play? 1:05:10 Sentios.io and continuous coverage 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 Follow Lon: X: https://x.com/lons Follow Jason: X: https://twitter.com/Jason LinkedIn: https://www.linkedin.com/in/jasoncalacanis Check out all our partner offers: https://partners.launch.co/ 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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  • Breaking down Nvidia's Hugging Face and Poolside bets | E2331
    2026/08/28
    This Week In Startups is made possible by: DigitalOcean https://do.co/twist Every.io https://every.io PayPal https://paypal.launch.co Today's show: *Nvidia agreed to buy Hugging Face for $12.9 billion, just days after quietly licensing Poolside's coding model for $6 billion+. On TWiST, Jason lays out why this is actually the biggest AI story of the year. Nvidia plans to offer enterprises unmetered, unlimited on-prem compute, pulling them away from reliance on Anthropic and OpenAI's frontier models and products. PLUS we're chatting with Halter founder & CEO Craig Piggott about how his company helps farmers optimize their land use via solar-powered AI-driven cattle collars. AND Hop Aero CEO and co-founder Matija Milenovic shows us Rook, his autonomous hypersonic cargo rocket that can launch from a shipping container and deliver cargo up to 450 miles away in about 15 minutes. Finally, Jason and Lon explain why you never post Slop on the timeline. Guests: Craig Piggott on X: https://x.com/craig_piggott Halter: https://www.halterhq.com/ Matija Milenovic on X: https://x.com/mat_milenovic Hop Aero: https://hopaero.com/ Relevant Links: OpenAI Open Letter: https://openai.com/collective-cyberdefense/ OpenAI Hugging Face report: https://openai.com/index/hugging-face-incident-and-the-road-ahead/ OpenAI Jalapeño report: https://openai.com/index/jalapeno-first-results/ Dario Amodei-Gavin Baker tweet thread: https://x.com/DarioAmodei/status/2088758816376807762 TechCrunch: Nvidia-Hugging Face deal: https://techcrunch.com/2026/08/26/nvidia-closes-in-on-hugging-face-acquisition/ TechCrunch coverage of Halter: https://techcrunch.com/2026/04/04/unpacking-peter-thiels-big-bet-on-solar-powered-cow-collars/ Dealroom: Sir Peter Back on Rocket Lab: https://app.dealroom.co/news/note/sir-peter-beck-on-rocket-lab-s-no-money-so-we-have-to-think-playbook-from-a-60k-new-zealand-start-up-to-an-end-to-end-space-company WSJ: Druckenmiller op-ed: "Let the Bond Market Speak": https://www.wsj.com/opinion/let-the-bond-market-speak-81529d74 NOTUS: Druckenmiller's WSJ op-ed was written with AI: https://www.notus.org/media/stanley-druckenmillers-wsj-op-ed-bessent-ai WaPo: Wall Street Journal defends Druckenmiller op-ed: https://www.washingtonpost.com/business/2026/08/25/wall-street-journal-says-ai-generated-op-ed-didnt-breach-its-standards/ Photon Matrix Laser Mosquito Killer: https://photonmatrixlab.com/ "The Wizard of the Kremlin" trailer: https://www.youtube.com/watch?v=U7ctYp3zQVA "King & Conqueror" trailer: https://www.youtube.com/watch?v=anS9xQEPTsU "Lanterns" trailer: https://www.youtube.com/watch?v=7UIBOsuUwc4 "Rebel Ridge" trailer: https://www.youtube.com/watch?v=gF3gZicntIw Alpaka Bravo Sling Max 2 bag: https://alpakagear.com/products/bravo-sling-max-v2 No Agenda podcast: https://www.noagendashow.net/ THR: John C. Dvorak obit: https://www.hollywoodreporter.com/business/business-news/john-dvorak-dead-tech-journalist-no-agenda-inside-track-1236657317/ Timestamps: 0:00 The 100+ company open letter on cyberdefense 9:48 DigitalOcean - Want to see what building on a true AI-native platform looks like? Head to https://do.co/twist to start building on DigitalOcean's AI-Native Cloud today — and cut your AI workload costs by up to 50%. 16:46 Why some models are "unsafe at any latency" 19:44 Craig Piggott of Halter joins the show 21:03 Every.io - For all of your incorporation, banking, payroll, benefits, accounting, taxes or other back-office administration needs, visit https://every.io 26:09 How do you add cows to Starlink? 31:26 PayPal - Pay zero processing fees on your first $100K in eligible PayPal payment volume. Learn more at https://paypal.launch.co 47:52 Founder-led hyper-local sales motion 53:15 Remember John C. Dvorak 58:27 Matija Milenovic of Hop Aero joins 59:53 Sending out autonomous swarms in the Indo-Pacific 1:11:26 Nvidia's mega-Hugging Face deal 1:16:32 Nvidia's "unmetered" play against Anthropic and OpenAI 1:29:47 How letting AI write for you is like lip syncing 1:33:44 Laser-guided mosquito defense system 1:36:32 Lon's streaming picks 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 Follow Lon: X: https://x.com/lons Follow Jason: X: https://twitter.com/Jason LinkedIn: https://www.linkedin.com/in/jasoncalacanis Check out all our partner offers: https://partners.launch.co/ 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://...
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