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  • VC experts on why Physical AI funding is heating up | E2333

    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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    1 時間 20 分
  • Are AI Agents forming "civilizations" or is this just a psy op? | 2332

    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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    1 時間 7 分
  • Breaking down Nvidia's Hugging Face and Poolside bets | E2331

    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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    1 時間 48 分
  • Bill Gates foresees massive AI job loss: these VCs disagree | E2330

    Bill Gates foresees massive AI job loss: these VCs disagree | E2330
    2026/08/26
    This Week In Startups is made possible by: Lightfield https://lightfield.app Northwest Registered Agent https://www.northwestregisteredagent.com/twistdomain Rippling https://Rippling.ai/twist Today's show: *Bill Gates dropped a 6,000 word warning: AI will be "the greatest equalizer ever invented, or the worst sort of injustice." The Microsoft icon has an AI agenda for the US: new national institutions, AI use taxes, and jobs legally reserved for humans only. Our VC roundtable guests — Sheel Mohnot (Better Tomorrow Ventures), Dave McClure (Practical Venture Capital), and Hussein Kanji — push back hard. Is taxing profits a better fix for AI taking jobs than taxing the tokens themselves? PLUS: Meta's $17B kids safety settlement… does it go far enough? Why does Stripe want OpenRouter? A peek at the VC's actual portfolio mark-ups. AND begun, the AI agent wars have. Our panel chooses between OpenClaw, Instinct, and Grok Bot. Guests Sheel Mohnot on X: https://x.com/pitdesi Better Tomorrow Ventures: https://www.btv.vc/ Dave McClure on X: https://x.com/davemcclure Practical Venture Capital: https://practicalvc.com/ Hussein Kanji on X: https://x.com/hkanji Hoxton Ventures: https://hoxtonventures.com/ Relevant Links GatesNotes: "The turbulent AI era is here": https://www.gatesnotes.com/a-turbulent-ai-era-and-critical-choices-to-make NPR: Meta settlement coverage: https://www.npr.org/2026/08/26/nx-s1-5944781/meta-settlement-child-safety-lawsuit TechCrunch: Stripe agrees to buy OpenRouter: https://techcrunch.com/2026/08/16/stripe-will-reportedly-acquire-ai-gateway-startup-openrouter-for-7b/ Skild AI S1 Demo: https://www.skild.ai/blogs/s1 Instinct AI agent (waitlist): https://instinct.co/ TechCrunch: Instinct coverage: https://techcrunch.com/2026/08/24/instincts-powerful-ai-assistant-is-raising-privacy-and-security-concerns/ CNBC: OpenAI CFO says IPO is coming in 2027: https://www.cnbc.com/2026/08/19/open-ai-ipo-timing-2027-friar.html Basis: https://www.getbasis.ai/ TaxGPT: https://www.taxgpt.com/ Cusp AI: https://cusp.ai/ Abacus: https://goabacus.co/ Micro1: https://www.micro1.ai/ Mottu: https://mottu.com.br/ EquityBee: https://equitybee.com/ Kiva: https://www.kiva.org/ Timestamps: 0:00 It's Hussein's first time on the VC Roundtable! 2:09 Gates says "turbulent era" for AI is here 8:56 Microloans, Kiva, and "universal basic income" 9:23 Thanks to our partner, Lightfield, the AI-native CRM that updates itself, so you never have to! Try it for free at https://lightfield.app 13:00 Why sole proprietorships may be AI's biggest beneficiary 20:29 Got a new business idea? Northwest 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 21:00 Should the gov't take a stake in AI labs? 30:24 Thanks to our partners at Rippling! 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. 32:44 Meta's $17.1B settlement 45:14 Is anything still fundable outside of AI? 46:29 Stripe and SpaceX deals 55:54 Skild AI's pancake flipping demo 59:49 Sheel's Hottest Takes 1:04:37 Dave's Charts 1:09:07 Who loses money when there are no IPOs? 1:16:49 The Agent Wars heat up 1:24:56 Everyone's favorite investments 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 Thank you to our partners: (0:00) PARTNER - AD BLURB (0:00) PARTNER - AD BLURB (0:00) PARTNER - AD BLURB 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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    1 時間 31 分
  • You Can't Fire a VC From Your Board: Here's Why | Wilson Sonsini Startup Legal Basics

    You Can't Fire a VC From Your Board: Here's Why | Wilson Sonsini Startup Legal Basics
    2026/08/25

    Today's show:

    Can a founder actually fire a board member? Short answer: almost never. And the reason why may surprise a lot of founders.

    On this edition of Legal Basics, Wilson Sonsini partner Becki DeGraw joins Jason for a deep dive into who really controls your board, when investors start earning seats, and the differences between a board member and a board observer. Check out an episode that might just save your cab table someday.

    PLUS they walk through the full lifecycle of your startup's board, exploring what it actually controls, when founders should start adding their own board members, the ownership threshold that means investors will start asking for seats, and how boards evolve from seed rounds to Series B>

    Timestamps:

    0:06 Welcome back to Legal Basics

    1:47 When should a seed stage founder add their first board member?

    7:47 From founder-controlled to "balanced"

    10:31 Private vs. public company board pay

    12:18 Do board members get expenses covered?

    14:34 Why observers need a confidentiality provision

    15:36 The "sign in the next 24 hours" pressure tactic

    17:46 How to remove a director

    24:01 When to use "Pled" vs. "Pleaded"



    Check out all of the Startup Basics episodes here:

    https://thisweekinstartups.com/basics

    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 Becki:

    LinkedIn: https://www.linkedin.com/in/rebecca-degraw-639bbb62/

    Follow Jason:

    X: https://twitter.com/Jason

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

    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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    25 分
  • The Self-Driving Unicorn You Need to Meet & MicroStrategy's Bitcoin Bet | E2052

    The Self-Driving Unicorn You Need to Meet & MicroStrategy's Bitcoin Bet | E2052
    2024/11/27
    Todays show: Jason and Alex welcomed Alex Kendall to the show. He's the founder and CEO of Wayve, an AI company working on self-driving. You might recall that Wayve raised $1 billion earlier this year, but TWIST wanted to know how the company intends to commercialize -- and how soon. From there, it was back to the bitcoin mines. Figuratively, as the hosts dug into MicroStrategies' bitcoin buying bet. Precisely why it is trading at such a NAV premium remains occluded to the show, but we did chase down its debt terms. Next week: More TWiST500! * Timestamps: (0:00) Jason and Alex kick off the show (2:32) Introduction of guest Alex Kendall Co-Founder & CEO of Wayve (3:00) Alex Kendall on Wayve's autonomous driving approach and AI technology (8:29) LiDAR vs. camera-first solutions debate (10:19) Cloud Devs - Visit https://www.clouddevs.com/twist for an unbeatable offer on hiring elite Latam talent today. (12:23) Economic viability and strategy of autonomous vehicles (17:49) Timeline for Wave's technology deployment and future market scenarios (19:58) Vanta - Get $1000 off your SOC 2 at https://www.vanta.com/twist (22:34) Autonomy subscription models and AI driving behavior challenges (30:01) Kyte - Download the Kyte app today and use code JASON to save 10% on your first rental. (33:00) AI driving culture and Twist 500 update (37:05) MicroStrategy's Bitcoin strategy and market concerns (41:33) Bitcoin convertible debt analysis (49:03) Deciphering complex business models and historical examples (51:24) Evaluating new financial terms and investor advice (52:29) Final thoughts and invitation to Michael Saylor * 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 * Mentioned on the show: Check out Wayve: https://wayve.ai/ Check out MicroStrategy: https://www.microstrategy.com/ TWiST Episode #1251 with Do Kwon: https://www.youtube.com/watch?v=PLZL8iPKsHQ * Follow Alex Kendall: X: https://x.com/alexgkendall LinkedIn: https://www.linkedin.com/in/alexgkendall/ * Follow Alex: X: https://x.com/alex LinkedIn: ⁠https://www.linkedin.com/in/alexwilhelm Follow Jason: X: https://twitter.com/Jason LinkedIn: https://www.linkedin.com/in/jasoncalacanis * Thank you to our partners: (10:19) Cloud Devs - Visit https://www.clouddevs.com/twist for an unbeatable offer on hiring elite Latam talent today. (19:58) Vanta - Get $1000 off your SOC 2 at https://www.vanta.com/twist (30:01) Kyte - Download the Kyte app today 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 * Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916
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    53 分
  • TWiST News: Startups & Wealth Taxes, The Bitcoin Boom, and The OpenAI Browser | E2051

    TWiST News: Startups & Wealth Taxes, The Bitcoin Boom, and The OpenAI Browser | E2051
    2024/11/26
    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. 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 DevSquad. Most dev agencies only offer developers. Why? Because product management is hard. Get an entire product team for the cost of one US developer plus 10% off at https://devsquad.com/twist * Todays show: Jason and Alex are joined by Dune's CEO to discuss wealth taxes and their impact on startups, highlighting the need for nations to support digital innovation. Then, they dive into MicroStrategy's Bitcoin strategy, OpenAI's browser plans, and the 2025 IPO class, including excitement for CoreWeave's debut! * Timestamps: (0:00) Jason and Alex kick off the show (6:07) Impact of taxes on startup formation and Norway's economic background (10:17) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST (11:53) Norway's wealth tax implications and policy changes (18:09) Exodus of top taxpayers and the paradox of Norway's wealth tax (20:14) Wall of shame for tax critics (27:41) OpenPhone - Get 20% off your first six months at https://www.openphone.com/twist⁠ (28:41) Dune Analytics' revenue growth and new index product launch (36:47) DevSquad - Get an entire product team for the cost of one US developer plus 10% off at https://devsquad.com/twist (38:15) Michael Saylor and MicroStrategy's Bitcoin investment strategy (49:01) Market irrationality and risks associated with Bitcoin investments (55:01) Crypto wealth diversification and new investment structures (1:02:20) OpenAI's new browser project and its impact on search (1:05:51) Increasing reliance on browsers and Bluesky's potential (1:15:37) CoreWeave's IPO and the future of GPU clouds (1:18:22) Bitcoin market dynamics and predictions * 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 * Mentioned on the show: https://www.microstrategy.com/press/microstrategy-announces-third-quarter-2024-financial-results-and-announces-42-billion-capital-plan_10-30-2024 https://x.com/ASvanevik/status/1857568015929455050/photo/1 https://bsky.jazco.dev/stats https://news.ycombinator.com/item?id=2550877 http://launch3.squarespace.com/blog/l019-bitcoin-p2p-currency-the-most-dangerous-project-weve-ev.html;jsessionid=EE99D323A0E532A507C8E2CD1EF05BAF.v5-web008 * Follow Fredrik: X: https://x.com/hagaetc LinkedIn: https://www.linkedin.com/in/fredrikhaga Check out Dune: https://dune.com * Follow Alex: X: https://x.com/alex LinkedIn: ⁠https://www.linkedin.com/in/alexwilhelm * Follow Jason: X: https://twitter.com/Jason LinkedIn: https://www.linkedin.com/in/jasoncalacanis * Thank you to our partners: (10:17) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST (27:41) OpenPhone - Get 20% off your first six months at https://www.openphone.com/twist⁠ (36:47) DevSquad - Get an entire product team for the cost of one US developer plus 10% off at https://devsquad.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: 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 * Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916
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    1 時間 23 分
  • How Startups Can Crush Enterprise AI Sales | E2050

    How Startups Can Crush Enterprise AI Sales | E2050
    2024/11/23
    This Week in Startups is brought to you by… LinkedIn Ads. To redeem a $100 LinkedIn ad credit and launch your first campaign, go to http://www.linkedin.com/thisweekinstartups Zendesk. A service-first CRM company with support, sales, and customer engagement products designed to improve customer relationships. Qualifying startups can join the Zendesk for Startups Program and get six free months of Zendesk products. Visit https://zendesk.com/startups today to get started. Beehiiv. Power your newsletters with AI tools, referral programs, and ad network features—all in one platform. Get 30 days free and 20% off your first 3 months at https://www.beehiiv.com/twist * Todays show: Alex is joined by Joff Redfern and Derek Xiao of Menlo Ventures to discuss the significant role AI plays in modern workflows. We look behind the numbers of their recent report: "2024: The State of Generative AI in the Enterprise" while exploring AI spending trends in enterprises, with a focus on its impact on the healthcare and legal sectors. The conversation highlights popular AI use cases, the role of large language models in content creation, and workflow automation. We delve into advances in generative AI applications, enterprise spending, strategies for AI startups, training AI for market verticals, and the future of artificial general intelligence. * Timestamps: (0:00) Joff Redfern and Derek Xiao join Alex (4:08) Yahoo's evolution and Anthropic's recent funding (6:23) AI spending trends in enterprises (10:14) LinkedIn Ads - Get a $100 LinkedIn ad credit at http://www.linkedin.com/thisweekinstartups (12:20) AI's impact on healthcare and legal sectors and its rapid adoption (19:25) Popular AI use cases in enterprises (20:56) Zendesk - Get six months free at https://www.zendesk.com/startups (23:17) The role of LLMs in content creation and workflow automation (27:04) Advances in generative AI applications and agentic systems (30:43) Beehiiv - Get 30 days free and 20% off your first 3 months at https://www.beehiiv.com/twist (32:14) Enterprise generative AI spend, ROI, and budget expansion (38:45) Selecting generative AI tools and AI-first startup opportunities (47:43) Competition and strategies for AI startups (50:10) Training AI for market verticals and the future of AGI (53:03) Recap of enterprise AI spend and trends * Want to host or join the next Founder Fridays? Check out https://www.founderfridays.tech 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 * Links from the show: Check out Menlo Ventures: https://menlovc.com/ Menlo's report "2024: The State of Generative AI in the Enterprise": https://menlovc.com/2024-the-state-of-generative-ai-in-the-enterprise/ * Follow Joff: X: https://x.com/mejoff LinkedIn: https://www.linkedin.com/in/mejoff/ * Follow Derek: X: https://x.com/derekgxiao LinkedIn: https://www.linkedin.com/in/derekgxiao/ * Follow Alex: X: https://x.com/alex LinkedIn: ⁠https://www.linkedin.com/in/alexwilhelm * Thank you to our partners: (10:14) LinkedIn Ads - Get a $100 LinkedIn ad credit at http://www.linkedin.com/thisweekinstartups (20:56) Zendesk - Get six months free at https://www.zendesk.com/startups (30:43) Beehiiv - Get 30 days free and 20% off your first 3 months at https://www.beehiiv.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: 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 * Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916
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    59 分