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Managing your cash reserves | Startup Finance Basics w/ Kruze's Scott Orn | E1644
21 december 2022 · 17 min
Kruze COO Scott Orn is back with Jason to educate founders on how to get the most out of their cash reserves. (0:00)
(0:00) Your fiduciary duty to protect and invest your cash responsibly + developing an investment policy
(8:00) Evaluating your chart of accounts + Jason's credit card hack
(12:30) Final thoughts for founders going into 2023
Check out Kruze: https://www.kruzeconsulting.com
FOLLOW Scott: https://twitter.com/scottorn
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
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The inside story of Iger's Disney return, Epic Games record-breaking fines + ClimateCamp CEO | E1643
21 december 2022 · 1 uur 10 min
First up, J+M break down Disney's "Battle of the Bobs" (2:59), before covering two record-breaking fines against Epic Games, and explaining "dark patterns." (20:35) Molly wraps the show by interviewing ClimateCamp CEO Stijn Gysemans on Scope 3 emissions tracking! (44:26)
(0:00) J+M tee up today's topics!
(2:59) WSJ report on the rift between Iger and Chapek at Disney
(13:36) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/TWIST
(15:03) The role Christine McCarthy, Disney's CFO, played in bringing back Bob Iger
(20:35) Epic Games receives two record-breaking fines from the FTC, understanding "dark patterns" and deceptive design
(30:14) Blueground - Get up to $1000 off your booking at https://promos.theblueground.com/twist
(31:40) Tangent continued: calling out the worst "dark design" offenders
(44:26) ClimateCamp CEO Stijn Gysemans joins Molly Wood to chat target markets, Scope 3 emissions, and more!
(51:29) Understanding how emissions are calculated, EU rules and regulations
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
FOLLOW Stijn: https://twitter.com/sgysemans
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Salesforce CEO questions WFH amid SaaS slowdown, OpenAI projects $1B revenue by 2024 & more | E1642
20 december 2022 · 1 uur 23 min
J+M start the show by breaking down the recent disruption at Salesforce and Marc Benioff's comments on remote work. (2:44) Then, they cover OpenAI projecting $1B in revenue by 2024 (57:25) and wrap with a new segment: Little Big Things! (1:14:33)
(0:00) J+M tee up today's topics
(2:44) Weekend catchup and disruption at Salesforce
(15:44) Supergut - Get 30% off with code TWIST at https://supergut.com
(17:14) David Sacks tweets about the vicious cycle that Salesforce (and SaaS companies at large) will undergo, grading Benioff's feedback to employees
(31:43) Fitbod - Get 25% off at https://fitbod.me/twist
(33:15) Remote management issues with thousands of employees, where remote work will wind up in 2023
(47:50) The Pharaohs are taking issue with their pyramids being empty
(57:25) OpenAI is reportedly projecting $1B in revenue by 2024, plus another round of "Google Search or ChatGTP?"
(1:14:33) Little Big Things: Instagram's new "Notes" feature
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
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VCSS: Year in review + Valerie Shen of G2 Venture Partners | E1641
18 december 2022 · 1 uur 6 min
Molly and Jason celebrate the last VCSS of 2022 by reflecting on what Molly has learned over this past year. (1:24) Then Valerie Shen of G2 Venture Partners joins Molly for the final TWiCS of the year. (36:38) (0:00) J+M Kick off the show
(1:23) Molly reflects on her first year as a VC
(10:58) MicroAcquire - Sell your business with no fees at https://try.microacquire.com/twist
(12:29) The founder/VC relationship
(18:30) Learning how to be a VC in a downturn
(20:13) Crowdbotics - Get a free scoping session for your next big app idea at crowdbotics.com/twist
(28:05) The art of patience + getting to 100 meetings
(30:34) Top VCSS episodes of 2022
(36:38) Valerie Shen joins Molly for TWiCS
(40:43) The history of G2 Venture Partners and Valerie's role
(51:38) Climate Tech is becoming more popular
(1:01:28) Investable climate tech solutions
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood Lees meerSubscribe to our YouTube to watch all full episodes:
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Financial info to include in your pitch deck | Startup Finance Basics w/ Kruze's Scott Orn | E1640
17 december 2022 · 23 min
Kruze COO Scott Orn is back with Jason to explain the MOST important financial information that founders should include in their pitch deck (
(0:00) Kruze's Scott Orn joins Jason to discuss the role of financial information in your pitch deck
(11:02) Conveying your vision with numbers
Check out Kruze: https://www.kruzeconsulting.com
FOLLOW Scott: https://twitter.com/scottorn
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
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Interest rates, inflation and "getting fit" with Brad Gerstner | E1639
16 december 2022 · 1 uur 9 min
Brad Gerstner of Altimeter Capital joins Molly and Jason for an epic Friday show. They chop it up about the state of the economy, what it actually means to be founder friendly and discuss which big tech companies are"fit". (1:24)
(0:00) J+M Kick off the show
(1:24) Brad Gerstner joins Molly and Jason
(10:28) Odoo - Get your first app free and a $1000 credit at https://odoo.com/twist
(11:38) Brad presents on interest rates, inflation and business multiples
(26:32) LinkedIn Marketing - Get a $100 LinkedIn ad credit at https://linkedin.com/thisweekinstartups
(28:05) The Fed's core mission
(37:54) Being founder friendly
(39:42) Brad's letter to Meta
(48:33) Companies that need to get fit
(53:00) Google and Meta's fitness
(58:08) The curse of the money-printing machine
(1:00:01) Google vs ChatGPT
(1:05:05) Is Uber fit?
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
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Jason interviews EatKind CEO Neetha Avalakki and 'TWiST Mean Tweets' with Lon Harris | E1638
16 december 2022 · 1 uur 19 min
First up, Jason interviews Neetha Avalakki, the founder and CEO of EatKind. EatKind is an AI-powered search engine that converts ANY food or recipe into a vegan alternative. (3:20) Then Lon Harris joins Molly and Jason for another segment of This Week in Streaming. They play a TWiST version of celebrity mean tweets and discuss Neptune Frost. (36:41)
(0:00) M+J Kick off the show
(3:20) CEO of EatKind joins Jason
(8:31) Embroker - Use code TWIST to get an extra 10% off insurance at https://Embroker.com/twist
(9:41) Training EatKind's AI + Product Market Fit
(18:29) LinkedIn Jobs - Post your first job for free at https://linkedin.com/twist
(19:44) Being a founder in India
(35:12) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/TWIST
(36:41) TWiST Mean Tweets with Lon Harris
(49:46) Reviewing Neptune Frost
(1:06:01) Directors and their breakthrough movies
(1:12:22) James Gunn's plan for the DC Universe
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
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Affirm addresses Molly & Jason + is TikTok getting banned, and Pearpop's CEO Cole Mason | E1637
15 december 2022 · 1 uur 30 min
Molly and Jason react to a letter they received from Affirm after yesterday's episode. (1:59) Then, Molly and Jason discuss Marco Rubio's bipartisan legislation to ban TikTok (35:46), And finally, we cap off season 4 of The Next Unicorns with Co-Founder and CEO of Pearpop Cole Mason (59:28)
(0:00) M+J Kick off the show
(1:59) Molly and Jason respond to a letter from Affirm
(9:33) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist
(15:55) Comparing the pros and cons of BNPL
(27:42) Fitbod - Get 25% off at https://fitbod.me/twist
(29:06) Jason and Molly's advice on debt
(35:46) Marcos Rubio's bipartisan legislation to ban TikTok
(46:22) The battle with social media
(59:28)The Next Unicorns: Cole Mason, CEO of Pearpop
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
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SBF gets arrested, The Block's CEO gets a bag from FTX, + Walmart launches a BNPL service | E1636
14 december 2022 · 1 uur 5 min
Molly and Jason react to the breaking news that Bahamian authorities have arrested Sam Bankman-Fried. (1:27) Then, from earlier in the day, Molly and Jason chop it up about the news of The Block's CEO Michael McCaffrey receiving $40M from Alameda Research. (27:41) We then close with a story about Walmart's new BNPL service. (45:25)
(0:00) Molly kicks off the show
(1:36) Molly and Jason react to SBF getting arrested
(14:51) Vanta - Get $1000 off your SOC 2 at https://vanta.com/twist
(15:55) Kevin O'Leary's FTX deal + Predicting what happens to SBF
(26:11) Nutrisense - Use code TWIST and get $30 off at nutrisense.io/twist
(27:41) Alameda gave Michael McCaffrey $40M
(45:25) Walmart launches a BNPL service FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
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Jason's big night, the culture war in tech + Google Search vs ChatGPT and more | E1635
13 december 2022 · 1 uur 30 min
Molly and Jason talk about their big weekends. (2:27) Then they discuss the culture war in tech right now (13:47). Followed by our new favourite game, ChatGPT or Google Search. (47:15) Then we wrap up with a breakthrough in the world of nuclear fusion. (1:17:16)
(0:00) J+M Kick off the show
(2:27) Molly and Jason Catch up after the weekend
(12:24) FanDuel Sportsbook - Sign up with promo code TWIST to place a $1000 risk-free bet at https://sportsbook.fanduel.com
(13:47) The culture war in tech
(28:00) Crowdbotics - Get a free scoping session for your next big app idea at crowdbotics.com/twist
(29:23) Organizations getting bloated
(47:15) ChatGPT or Google Search + is Google in trouble?
(1:12:40) Check us out on Substack!
(1:17:16) WLITF: A major breakthrough in nuclear fusion
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
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How to calculate "Bottom-up TAM" + Hubspot Co-Founder Brian Halligan on his new climate fund | E1634
11 december 2022 · 51 min
J+M kick off the show discussing TAM, SAM, and SOM on this week's edition of VCSS. (2:40) Then, HubSpot Co-Founder and Partner at Propeller Brian Halligan joins Molly to discuss his $100M venture fund to invest in protecting the world's oceans. (26:00)
(0:00) J+M tee up today's segments!
(2:40) Exceeding your TAM + overestimating your TAM
(7:39) House of Macadamias - Get 20% off at https://houseofmacadamias.com/twist by using code TWIST20
(9:07) Inducing a market and Bottom-up TAM
(21:15) AgeTech Collaborative - Find out more and apply at https://agetechcollaborative.org/twist
(22:49) Molly introduces Brian Halligan
(26:00) Why the ocean + from founder to investor
(38:00) AgeTech Collaborative - Find out more and apply at https://agetechcollaborative.org/twist
(39:39) Propeller's investments, their EIR program & thesis
FOLLOW Brian: https://twitter.com/bhalligan
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
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Business of superhero films, James Gunn's DC reboot + OK Boomer w/Alex Banks | E1633
9 december 2022 · 1 uur 38 min
First up, Lon Harris joins to cover James Gunn's DC reboot (2:14), the business of superhero films (28:18), the top films of the year debate (37:15), and more! Then, Producer Rachel is back with another edition of OK Boomer, featuring through the Noise and Tribescaler founder Alex Banks! (1:21:27)
(0:00) J+M tee up today's segments!
(2:14) Lon Harris joins the show to discuss DC's James Gunn-led revamp
(9:29) Odoo - Get access to all of Odoo's apps, services, and maintenance for under $25 at https://odoo.com/twist
(10:37) Lon's thoughts on James Gunn's new DC plan, and what's working in the box office right now
(26:44) AgeTech Collaborative - Find out more and apply at https://agetechcollaborative.org/twist
(28:18) The business of superhero films
(35:40) AgeTech Collaborative - Find out more and apply at https://agetechcollaborative.org/twist
(37:15) Jason reacts to AO Scott's Best Movies of 2022 list
(44:19) Lon's top movies of 2022
(58:06) Other ongoing stories at Warner Bros Discovery and HBO Max
(1:21:27) OK Boomer: Producer Rachel interviews Through the Noise and Tribescaler founder Alex Banks
FOLLOW Lon: https://twitter.com/lons
FOLLOW Alex: https://twitter.com/thealexbanks
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
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How to send effective investor updates | Startup Finance Basics w/ Kruze's Scott Orn | E1632
9 december 2022 · 24 min
Kruze COO Scott Orn is back with Jason to explain how founders can nail their investor updates!
(0:00) Kruze's Scott Orn joins Jason to discuss the MOST important metrics and information that founders should include in their investor updates to make them concise and effective
(11:49) Other non-financial items to include
(14:50) How to break bad news to investors
Check out Kruze: https://www.kruzeconsulting.com
FOLLOW Scott: https://twitter.com/scottorn
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
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Crypto Roundtable: SBF updates, $GBTC's role, Saylor says $ETH is unregistered security | E1631
8 december 2022 · 57 min
Sunny and Vinny are BACK to break down all the important topics in crypto: SBF updates (2:52), how $GBTC played into the industry unraveling (11:34), why we should be paying attention to Genesis (25:51), Michael Saylor's recent comments (44:13), and more!
(0:00) Jason tees up today's crypto roundtable!
(2:52) Sunny and Vinny are back to talk about the current vibes in crypto and some updates on the SBF situation
(10:20) Embroker - Use code TWIST to get an extra 10% off insurance at https://Embroker.com/twist
(11:34) How the Grayscale Bitcoin Trust played into the industry unraveling
(24:21) Supergut - Get 30% off with code TWIST at https://supergut.com
(25:51) Why Genesis is more concerning than $GBTC
(35:00) Microsoft for Startups Founders Hub - Apply in 5 minutes, no funding required, sign up at http://aka.ms/thisweekinstartups
(36:29) Decentralized exchanges, importance of self custody, how Solana's price drop relates to Genesis
(44:13) Michael Saylor's recent comments on Ethereum and Ripple being securities, problems with the "foundation" entity workaround
FOLLOW Vinny: https://twitter.com/VinnyLingham
FOLLOW Sunny: https://twitter.com/sundeep
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FOLLOW Molly: https://twitter.com/mollywood Lees meer -
Ask Jason: investing in similar startups, pitch deck tips + MycoWorks Co-Founder Sophia Wang | E1630
8 december 2022 · 42 min
First up, Jason answers some founder questions! (1:46) Then, MycoWorks Co-Founder Sophia Wang joins for this week's edition of The Next Unicorns! (10:12)
(0:00) Molly tees up today's segments!
(1:46) Ask Jason! What happens if a VC finds a great startup/founder to invest in, but they've already invested in a similar business
(4:31) Ask Jason! What is the ideal number of slides in a pitch deck? What are some general tips to spruce up a pitch deck?
(8:34) LinkedIn Marketing - Get a $100 LinkedIn ad credit at LinkedIn.com/nextunicorn
(10:12) Molly welcomes MycoWorks Co-Founder Sophia Wang to discuss her founding story, why she got into Mycelium solutions, and more!
(19:37) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist
(21:05) Sophia breaks down the technology process at MycoWorks
(27:39) MycoWorks's unusual fundraising journey
(30:15) Blueground - Get up to $1000 off your booking at https://promos.theblueground.com/twist
(31:43) Sophia explains her role as Chief Culture Officer, and explains some of the brands they work with
FOLLOW MycoWorks: https://twitter.com/MycoWorksInc
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FOLLOW Molly: https://twitter.com/mollywood
Subscribe to our YouTube to watch all full episodes:
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Meta's ad targeting troubles, Ask Jason, Hive Social's data mishap & more | E1629
7 december 2022 · 47 min
First up, Molly breaks down some news stories, including Meta's ad troubles in Europe (1:24) and Semafor's saga with its climate editor departing. (9:51) Then, Jason answers questions from founders! (20:25) Finally, Producer Rachel joins Molly to discuss what happened with Hive Social. (32:10)
(0:00) Molly tees up today's segments!
(1:24) Molly covers Meta's targeted ad troubles in Europe - are we headed for a new standard for ad-based business models?
(8:24) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/TWIST
(9:51) Breaking down Semafor parting ways with its climate editor and a major crypto lending business is stopping its US operations
(19:12) LinkedIn Jobs - Post your first job for free at https://linkedin.com/twist
(20:25) Ask Jason! What percentage of equity should a startup give to an advisor?
(27:22) Ask Jason! General advice for founders pitching investors?
(29:31) Ask Jason! In this environment, should early-stage startups focus on profitability from day one?
(32:10) Rachel Reporting: Molly and Producer Rachel break down what happened with Hive Social and discuss broadcast platforms vs consumption platforms
FOLLOW Rachel: https://twitter.com/_rachelbraun
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
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Slack CEO departs Salesforce, Circle cancels SPAC, SBF's links with media & regulators | E1628
6 december 2022 · 1 uur 8 min
J+M start the show with some BREAKING NEWS: Slack CEO Stewart Butterfield is leaving Salesforce! (5:09) Then, they cover Circle canceling its SPAC (26:06), SBF's interactions with regulators and the media (40:29), and a Startup of the Day! (57:50)
(0:00) Molly tees up today's news topics!
(1:48) J+M catch up from the weekend
(5:09) BREAKING: Slack Founder and CEO Stewart Butterfield is leaving Salesforce two years after the Slack acquisition was announced
(12:49) Mixpanel - Apply for $50K in credits at https://mixpanel.com/startups
(14:14) Is this a Salesforce issue or a Slack issue? Is Salesforce's Co-CEO leaving last week just a coincidence?
(24:43) Crowdbotics - Get a free scoping session for your next big app idea at crowdbotics.com/twist
(26:06) Circle cancels its SPAC over missed regulatory deadlines
(39:11) Fitbod - Get 25% off at https://fitbod.me/twist
(40:29) SBF and Maxine Waters, Semafor's potential illicit funds from SBF
(57:50) Startup of the Day! Loft Dynamics is building a VR helicopter flight simulator for ~95% cheaper than traditional simulators
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1 Lees meer -
Momentum investing in VC + Convective Capital's Bill Clerico | E1627
4 december 2022 · 46 min
J+M are back for another edition of VC Sunday School. This week, they discuss momentum investing in venture capital! (1:35) Then, Molly interviews Convective Capital's Bill Clerico on investing in firetech startups. (27:58)
(0:00) Molly tees up Sunday's segments!
(1:35) VC Sunday School: Momentum investing: fair strategy, or sign of a bubble?
(12:56) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist
(14:30) Contrarian investing in VC
(26:28) Microsoft for Startups Founders Hub - Apply in 5 minutes, no funding required, sign up at http://aka.ms/thisweekinstartups
(27:58) Molly is joined by Convective Capital's Bill Clerico and talks about investing solely in firetech startups
(35:30) Bill breaks down the different types of firetech startups that he's investing in
FOLLOW Bill: https://twitter.com/billclerico
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
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OpenAI releases ChatGPT, a16z sunsets future.com + OK Boomer with Jack Raines | E1626
2 december 2022 · 1 uur 13 min
J+M kick off the show by discussing and testing out OpenAI's ChatGPT. (1:59) Then, they wrap up the news with a16z's announcement that they are shutting down future.com (37:40). Producer Rachel ends the show with another edition of OK Boomer featuring Litquidity's Jack Raines. (50:03)
(0:00) J+M Kick off the show
(1:59) Molly gets party theme suggestions from OpenAI's new Chat GPT
(9:58) LinkedIn Marketing - Get a $100 LinkedIn ad credit at https://linkedin.com/thisweekinstartups
(11:23) Compounding improvement of AI technology + David Friedberg's ChatGPT poem and script
(18:33) Odoo - Get access to all of Odoo's apps, services, and maintenance for under $25 at https://odoo.com/twist
(19:40) Molly and Jason discuss how ChatGPT works using RLHF
(26:57) Advice for founders + Molly & Jason test out ChatGPT
(36:13) MicroAcquire - Sell your business with no fees at https://try.microacquire.com/twist
(37:40) a16z sunsets future.com + media layoffs
(50:03) OK Boomer with Litquidity's Jack Raines
FOLLOW Jack: https://twitter.com/Jack_Raines
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
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Reacting to SBF's ill-advised media tour + Disney's new in-house AI-based de-aging tool | E1625
2 december 2022 · 1 uur 32 min
First up, J+M go through a tale of two interviews: SBF at DealBook (3:14) and on Good Morning America (31:58). Then, Lon Harris joins to discuss Disney's new in-house automatic de-aging tool and more! (47:00)
(0:00) J+M tee up today's segments!
(3:14) Covering Sam Bankman-Fried's two recent interviews, reacting to clips from SBF at the NYT DealBook conference
(12:14) Vanta - Get $1000 off your SOC 2 at https://vanta.com/twist
(13:43) SBF chimes in on VC responsibility and drug usage at FTX
(27:31) Embroker - Use code TWIST to get an extra 10% off insurance at https://Embroker.com/twist
(28:46) Finish up with clips from DealBook: FTX US and a final round of applause
(31:58) SBF's Good Morning America interview with George Stephanopoulos
(37:54) Nutrisense - Use code TWIST and get $30 off at nutrisense.io/twist
(39:24) Finishing on SBF's GMA interview and comparing the two interview styles
(47:00) Lon Harris joins to discuss Disney's new in-house automated de-aging tool
(1:07:48) $WBD in talks to license animated content to Amazon, Ben Affleck and Matt Damon's new artist-led venture, Lon's recommendations, Jason's nineties stories, and more!
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
FOLLOW Lon: https://twitter.com/lons
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Generative AI's potential, Spotify Wrapped + AMP Robotics Founder Matanya Horowitz | E1624
1 december 2022 · 1 uur 11 min
First up, Jason answers two great questions from the most recent cohort of Founder University! (1:34) Then, Molly and Producer Rachel discuss Spotify Wrapped's marketing genius and a potential new contemporary. (22:33) Finally, AMP Robotics Founder Matanya Horowitz joins Molly for another edition of The Next Unicorns! (40:02)
(0:00) Molly tees up today's segments!
(1:34) Ask Jason! Is the Generative AI boom for real?
(11:42) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist
(13:12) Ask Jason! How to survive text-to-image tools as a designer
(15:00) Ask Jason! How to build relationships with investors before you start fundraising
(21:07) LinkedIn Jobs - Post your first job for free at https://LinkedIn.com/unicorn
(22:33) Molly and Producer Rachel break down this year's Spotify Wrapped (and a new contemporary!)
(38:38) Crowdbotics - Get a free scoping session for your next big app idea at crowdbotics.com/twist
(40:02) Molly is joined by AMP Robotics founder Matanya Horowitz to talk about building recycling-focused robots!
(52:04) AMP's customers, target market, company mission, and how they train AI
FOLLOW Matanya: https://twitter.com/mhorowit
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Apple vs Twitter, app store duopoly, YouTube's efficiency, Snap goes back to the office | E1623
30 november 2022 · 1 uur 13 min
First up, J+M cover Twitter vs. Apple and the app store duopoly (2:10) before breaking down Google's employees per department. (32:48) They wrap up talking about Snap announcing a return to the office for all employees (37:09) and more crypto chaos. (58:18)
(0:00) J+M tee up today's topics!
(2:10) Twitter vs Apple
(9:23) Mayfair - Get 4% APY on your idle cash automatically at https://getmayfair.com/twist
(10:53) Apple/Google app store duopoly, Steve Jobs's original App Store pitch
(21:43) Blueground - Get up to $1000 off your booking at https://promos.theblueground.com/twist
(23:15) App Store as a blocker for startups, Apple's interesting priorities
(32:48) Google's employees per department breakdown, YouTube's insane efficiency
(35:40) Microsoft for Startups Founders Hub - Apply in 5 minutes, no funding required, sign up at http://aka.ms/thisweekinstartups
(37:09) Google's dramatic headcount increase since 2019, Snap asks employees to return to the office 80% of the time starting in February, end of entitlement in tech
(58:18) BlockFi goes bankrupt and sues SBF, Miami nightclubs see ~99% decline in crypto payments
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
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Managing Finances in a Recession: Startup Finance Basics w/ Kruze's Scott Orn | E1622
29 november 2022 · 20 min
Jason welcomes back Kruze COO Scott Orn for another edition of Startup Finance Basics! Jason and Scott break down the state of the market (0:00), 2023 budget planning (9:21), and how to nail investor comms! (14:58)
(0:00) Jason welcomes Kruze COO Scott Orn and they discuss the state of startups and VC
(9:21) What a 2023 budget plan should look like at a Seed stage startup
(14:58) Bias for action, investor comms Lees meer -
Pipe's Co-Founders step down, Apple's China-based iOS update, Black Friday's BNPL boost | E1621
29 november 2022 · 1 uur 28 min
TechCrunch's Alex Wilhelm joins to break down the news! First up, the trio covers Pipe's Co-Founders abruptly stepping down (7:06) and the lessons learned. (26:29) Then, they discuss Apple's China-based iOS update impacting AirDrop (40:31) before Alex leaves. J+M finish the show with more thoughts on China and react to Black Friday's ATH sales volume and the BNPL boom. (1:11:01)
(0:00) J+M tee up today's topics and special news guest!
(2:21) J+M catch up on their Thanksgiving breaks with TechCrunch's Alex Wilhelm!
(7:06) Intense velocity of notable tech stories, teeing up the Pipe situation
(12:05) LinkedIn Marketing - Get a $100 LinkedIn ad credit at https://linkedin.com/thisweekinstartups
(13:34) Breaking down the Pipe Co-Founders abruptly stepping down
(25:02) Supergut - Get 30% off with code TWIST at https://supergut.com
(26:29) Pipe's expansion into media and crypto, lessons learned from the "speculative asset bubble"
(37:21) Fitbod - Get 25% off at https://fitbod.me/twist
(38:39) Alex on running a subscription-based media business within an ad-based media business
(40:31) Protests in China, Apple's recent China-specific iOS update, which impacting AirDrop
(59:59) J+M wrap with thoughts on China after Alex departs
(1:11:01) Black Friday spending hits an all-time high, BNPL sees huge bump y/y
FOLLOW Alex: https://twitter.com/alex
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How VCs size their bets + Ben Birnbaum of TeraWatt and Keyframe | E1620
27 november 2022 · 56 min
On VC Sunday School, Jason and Molly discuss how VCs size their investments (1:40). Then, Molly is joined by Ben Birnbaum of Keyframe and TeraWatt! (13:17)
(0:00) Molly tees up today's topics!
(1:40) Jason breaks down how VCs think about bet sizing!
(11:43) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist
(13:17) Molly welcomes Ben Birnbaum of TeraWatt and Keyframe to discuss his background and why he started TeraWatt!
(27:07) Odoo - Get access to all of Odoo's apps, services, and maintenance for under $25 at https://odoo.com/twist
(28:15) Ben explains the current state of commercial EVs and TeraWatt's progress
(34:05) How TeraWatt spawned Keyframe, where Ben is an investment partner
(38:20) House of Macadamias - Get 20% off at https://houseofmacadamias.com/twist by using code TWIST20
(39:47) Ben explains how and why he started an investment firm to fund his own startup (and startups like it!)
Check out TeraWatt: https://terawattinfrastructure.com
Check out Keyframe: https://www.keyframecapital.com
FOLLOW Jason: https://linktr.ee/calacanis
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Zoom earnings, SaaS burnout, Amazon's $10B Alexa loss + FTX contagion with Sunny Madra | E1619
23 november 2022 · 1 uur 26 min
First up, Jason and Molly discuss Zoom's Q3 earnings and SaaS burnout throughout the industry (1:37). Then, they break down Amazon's $10B loss tied to its Alexa smart speakers (22:13) and an Airbnb Co-Founder's new housing startup! (34:54) Sunny Madra joins in the final segment to help explain the crypto contagion caused by the FTX collapse. (45:12)
(0:00) Jason tees up today's segments!
(1:37) J+M wind-down earnings season with Zoom's Q3 results and discuss SaaS burnout in tech
(14:40) Embroker - Use code TWIST to get an extra 10% off insurance at https://Embroker.com/twist
(15:55) How Zoom survives and thrives with insane competition
(22:13) Amazon's hardware/Prime Video division is on pace to lose ~$10B this year, mostly due to Alexa losses
(30:33) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/TWIST
(32:01) Solving Amazon's Alexa problem
(34:54) Startup of the Day: Airbnb Co-Founder Joe Gebbia has started a housing startup!
(43:46) Mixpanel - Apply for $50K in credits at https://mixpanel.com/startups
(45:12) Sunny Madra joins to break down the contagion throughout crypto caused by the FTX collapse
(1:08:51) More FTX craziness: SBF's hundreds of millions of secondary, FTX's real estate purchases, and more!
(1:14:14) Is Coinbase in danger as one of the last major exchanges standing? Could Bitcoin fall further? How hard will it be to raise VC in crypto going forward?
FOLLOW Sunny: https://twitter.com/sundeep
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EMERGENCY POD! Bob Iger returns as Disney CEO | E1618
21 november 2022 · 48 min
Bob Iger is BACK as Disney CEO, and Bob Chapek has left the company! First, Jason and Molly break down how we got here (11:49) before Lon Harris joins to go deeper on Chapek's missteps and join in on some speculation and predictions for Iger's second stint as CEO! (23:25)
(0:00) J+M tee up today's EMERGENCY POD!
(1:40) Jason and Molly catch up on some wild news from the weekend: Elizabeth Holmes's sentencing, crypto contagion, and more!
(10:21) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist
(11:49) Bob Iger is back as Disney CEO as Bob Chapek steps down, Molly's Chapek intuition
(21:56) Crowdbotics - Get a free scoping session for your next big app idea at crowdbotics.com/twist
(23:25) Streaming expert Lon Harris joins to break down where Chapek went wrong as Disney CEO
(32:59) Supergut - Get 30% off with code TWIST at https://supergut.com
(34:30) More Chapek missteps, how he could have handled things differently, theories/predictions on Iger's next big swing
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VC investing in a downturn & protecting founders + smart vents with Flair's Dan Meyers | E1617
20 november 2022 · 58 min
J+M kick off the show with another edition of VCSS: a VC's role in a down market and protecting your money and founders. (4:32) Then, Dan Meyers of Flair joins Molly for this week's edition of TWiCS.(28:27)
(0:00) J+M discuss how winners start work on Sunday
(4:32) VC Sunday School: Raising and deploying capital in a collapsing economy
(11:32) Vanta - Get $1000 off your SOC 2 at https://vanta.com/twist
(13:02) Pay-to-Play + fiduciary duty vs friendship
(18:10) Smash Digital - Visit https://SmashDigital.com/TWIST to get a free SEO video audit for your business
(19:32) Dollar-cost averaging into a trade and having the founder's back
(28:27) Molly kicks off TWiCS with Flair Founder - Dan Meyers
(36:41) Microsoft for Startups Founders Hub - Apply in 5 minutes, no funding required, sign up at http://aka.ms/thisweekinstartups
(38:10) Flair's business model and the smart puck and vent
(49:23) Dan's pitch to customers and Flair's competition
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
FOLLOW Dan: https://twitter.com/flair
Check out Flair: https://flair.co
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Managing a recession, housing market insights & more with Redfin's Glenn Kelman + OK Boomer | E1616
19 november 2022 · 57 min
Redfin CEO Glenn Kelman joins Jason to discuss the current downturn, operating in a recession, layoffs, the housing market and more. (1:31) Then, Producer Rachel is joined by Volv Co-Founders Shannon Almeida and Priyanka Vazirani. (33:46)
(0:00) J+M tee up today's segments!
(1:31) Glenn Kelman joins Jason to break down the current downturn, operating in a recession, layoffs, and more
(14:30) FanDuel Sportsbook - Sign up with promo code TWIST to place a $1000 risk-free bet at https://sportsbook.fanduel.com
(16:02) State of the housing market
(29:10) Zapier - Try for free today at https://zapier.com/TWIST
(30:43) Molly and Producer Rachel tee up this week's OK Boomer!
(33:46) Volv Co-Founders Shannon Almeida and Priyanka Vazirani join Producer Rachel to discuss their nine-second articles media concept
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
FOLLOW Glenn: https://twitter.com/glennkelman
FOLLOW Rachel: https://twitter.com/_rachelbraun
FOLLOW Priyanka: https://twitter.com/Priyanka_Vaz
FOLLOW Shannon: https://twitter.com/shannonsalmeida
Check out Volv: https://www.volvmedia.com
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Breaking down the FTX book + film rights & Michael Lewis's involvement with Lon Harris | E1615
18 november 2022 · 1 uur 4 min
Lon Harris joins for the FULL show to break down the most recent FTX book/film news (2:26), the business of horror movies (30:42), Apple's MLS deal (46:43), and more!
(0:00) J+M tee up today's show
(2:26) Lon joins to catch up on the most recent FTX book/film news
(14:16) Odoo - Get your first app free and a $1000 credit at https://odoo.com/twist
(15:24) FTX's new CEO comments, mapping out FTX content based on the coming Michael Lewis book, CAA's leaked email
(29:29) Dell for Startups - Apply for Dell for Startups and get an additional 10% off at http://dell.com/twist
(30:42) Business of horror movies: Blumhouse looking to merge with Atomic Monster
(38:39) Linode - Apply to Linode's Rise program for up to six figures in discounts at https://linode.com/twist
(40:08) Giving Andor its flowers
(46:43) Apple's deal for MLS streaming rights, White Lotus talk, and Lon recommendations!
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
FOLLOW Lon: https://twitter.com/lons
Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1 Lees meer -
Amazon launches "Amazon Clinic" + Calibrate CEO Isabelle Kenyon on metabolic health | E1614
17 november 2022 · 58 min
Molly rides solo today as she breaks down Amazon's new telehealth business, Amazon Clinic. (1:40) Then, Calibrate CEO Isabelle Kenyon joins Molly for another edition of the Next Unicorns! (9:30)
(0:00) Molly tees up today's topics!
(1:40) Molly breaks down Amazon clinic
(8:15) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist
(9:30) Calibrate CEO & Founder Isabelle Kenyon joins Molly for the Next Unicorns to chat about calibrate and GLP-1s
(20:52) LinkedIn Marketing - Get a $100 LinkedIn ad credit at LinkedIn.com/nextunicorn
(22:30) Understanding how inflammation causes many chronic diseases + obesity epidemic
(35:51) MicroAcquire - Sell your business with no fees at https://try.microacquire.com/twist
(37:19) Calibrate's enterprise business + inequality in healthcare
Check out Calibrate: https://www.joincalibrate.com
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
Subscribe to our YouTube to watch all full episodes:
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Wild news week, Bird overstates revenue, Chinese startups look to rebrand + WLITF | E1613
16 november 2022 · 49 min
J+M kick off the show with some banter about Russia, SBF, and the challenges of being a journalist. (1:51) Then, they discuss the scooter-sharing industry and Bird being under the eye of the SEC. (13:52) Molly and Jason discuss TechCrunch's article titled 'The dilemma of Chinese startups going global'. (24:45) We wrap up the show with a We Live in the Future segment featuring Simbe Robotics. (40:57)
(0:00) J+M kick off the show
(1:51) Russian missile, SBF, and the challenges of being a journalist
(12:24) Revelo - Get 20% off the first 3 months by mentioning TWIST at https://revelo.io/twist
(13:52) Scooter sharing industry + Bird in trouble for inflating revenues
(23:30) Embroker - Use code TWIST to get an extra 10% off insurance at https://Embroker.com/twist
(24:45) Molly and Jason discuss the dilemma with Chinese startups going global + Where is SBF
(39:29) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist
(40:57) We Live in the Future: Simbe Robotics
FOLLOW Jason: https://linktr.ee/calacanis
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Amazon to lay off 10K employees, FTX saga update, Shopify's reverse AR platform & more | E1612
15 november 2022 · 1 uur 11 min
First up, J+M break down Amazon's reported ~10K employee RIF (4:27) and try to wrap their heads around the current recession. (15:54) Then, they give an FTX update (26:25), break down the mobile gaming industry (38:12), discuss Shopify's reverse AR platform (47:43), and more!
(0:00) J+M tee up today's topics
(1:58) Weekend catch-up!
(4:27) Amazon will reportedly cut 10K corporate employees this week
(14:41) LinkedIn Jobs - Post your first job for free at https://linkedin.com/twist
(15:54) Why this recession is so unique, advice for founders
(25:16) Policygenius - Go to https://policygenius.com to get a free life insurance quote
(26:25) FTX update: SBF's confusing tweets, FTX's interesting corporate culture
(36:54) Fitbod - Get 25% off at https://fitbod.me/twist
(38:12) Current state of the mobile gaming industry
(47:43) WLITF: Shopify's reverse AR shopping tool
(55:18) SOTD: UpKeep lets users find, book, and pay for MedSpa treatments
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
Subscribe to our YouTube to watch all full episodes:
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Understanding Corporate VC + turning methane into bitcoin w/ Nodal's Daniel Sechrest | E1611
13 november 2022 · 56 min
J+M kick off the show by discussing the ins and outs of corporate VC in this edition of VC Sunday School. (2:21) Then, Nodal Power CFO Daniel Sechrest talks with Molly about their independent power plants that convert methane from landfills into bitcoin. (26:38) Lees meer
(0:00) J+M intro today's segments!
(2:21) What is Corporate VC + the motivations of CVC and founders who accept it
(10:33) Smash Digital - Visit https://SmashDigital.com/TWIST to get a free SEO video audit for your business
(11:54) The different types of CVC firms & Climate focused CVC
(25:09) Blueground - Get up to $1000 off your booking at https://promos.theblueground.com/twist
(26:38) Nodal Power CFO Daniel Sechrest joins Molly to break down how they turn landfill-based methane into bitcoin
(36:07) Odoo - Get your first app free and a $1000 credit at https://odoo.com/twist
(39:09) Daniel breaks down the history of Nodal Power + how it makes moneyFOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
FOLLOW Daniel: https://twitter.com/danielsechrest
Subscribe to our YouTube to watch all full episodes:
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FTX bankruptcy, spiciest takes, future of crypto VC, new Amazon Prime drones + OK Boomer | E1610
12 november 2022 · 1 uur 22 min
J+M put a bow on an insane week by putting a bow on the FTX saga: a bankruptcy filing (2:25), the future of crypto VC (13:13), and the spiciest takes on the matter! (24:47) Then, Producer Rachel is joined by Owen Roe to break down the gaming economy on another edition of OK Boomer! (46:38)
(0:00) J+M tee up today's segments
(2:25) FTX files for bankruptcy
(11:38) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist
(13:13) Crypto red flags, crypto VC going forward, financialization
(23:28) Assure - To get 20% off your first Special Purpose Vehicle (SPV) visit https://Assure.co/twist
(24:47) Other crypto dominos to fall, spiciest takes
(38:20) Microsoft for Startups Founders Hub - Apply in 5 minutes, no funding required, sign up at http://aka.ms/thisweekinstartups
(39:50) We Live in the Future: Revamped Amazon Prime Drones!
(46:38) Owen Roe joins Producer Rachel to break down the gaming economy on another edition of OK Boomer!
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
FOLLOW Rachel: https://twitter.com/_rachelbraun
FOLLOW Owen: https://twitter.com/Owen_Roe
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https://twitter.com/iamDCinvestor/status/1590844690089508864
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FTX fallout: Sequoia's LP letter, SBF's crisis comms + Lon Harris on Andor, $DIS earnings | E1609
11 november 2022 · 58 min
J+M kick off the show by breaking down even MORE fallout from the FTX saga: SBF's Twitter thread (2:26), Sequoia's letter to LPs re: marking its FTX investment to $0 (12:02), and more! Then, Lon Harris joins to discuss Andor's brilliance (20:49), Disney's earnings (32:42), and Netflix considering live sports! (48:45)
(0:00) Jason tees up today's segments!
(2:26) More FTX fallout: SBF's notorious Twitter thread
(10:32) Vanta - Get $1000 off your SOC 2 at https://vanta.com/twist
(12:02) SEC and CFTC probe FTX, Sequoia's letter to LPs
(19:19) Mayfair - Get 4% APY on your idle cash automatically at https://getmayfair.com/twist
(20:49) Lon Harris joins to break down Andor's brilliance
(31:15) House of Macadamias - Get 20% off at https://houseofmacadamias.com/twist by using code TWIST20
(32:42) Disney earnings: Disney+ subscriber growth, how to integrate Disney+ to its parks and merch segments, and more
(48:45) Netflix considers live sports and recommendations from Lon!
FOLLOW Lon: https://twitter.com/lons
FOLLOW Jason: https://linktr.ee/calacanis
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Meta cuts 11K employees, Binance/FTX fallout + Homeward CEO Dr. Jenny Schneider | E1608
10 november 2022 · 1 uur 5 min
J+M start the show by breaking down the two biggest stories in tech: Meta's 13% RIF, impacting 11K employees (1:23) and the Binance/FTX fallout (19:21). Then, Homeward CEO Jenny Schneider joins Molly Wood for another edition of The Next Unicorns! (40:35)
(0:00) J+M tee up today's topics!
(1:23) Meta lays off 11K employees (13% of the company)
(14:20) LinkedIn Jobs - Post your first job for free at https://linkedIn.com/unicorn
(15:45) Alternative strategies for Meta
(19:21) Binance/FTX fallout
(28:14) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist
(29:40) Impact on crypto VC
(39:13) Coda - The all-in-one doc for teams, sign up for free at https://coda.io/twist
(40:35) Homeward CEO Jenny Schneider joins Molly Wood to break down why she started a company that provides healthcare services to rural areas in America
(49:15) Challenges for Homeward
(57:42) Breaking down Homeward's business model
FOLLOW Jenny: https://twitter.com/dr_jschneider
FOLLOW Jason: https://linktr.ee/calacanis
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EMERGENCY POD: FTX sells to Binance with Vinny Lingham and Sunny Madra | E1607
8 november 2022 · 51 min
Vinny and Sunny join the show to cover all the angles of Sam Bankman-Fried selling FTX to Binance after a liquidity crunch! (0:54)
(0:00) Intro!
(0:54) Vinny Lingham and Sunny Madra join to break down SBF selling FTX to Binance after a liquidity crunch!
(13:36) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/TWIST
(15:04) Comparing FTX's bank run to traditional finance, understanding leverage, culture of: make money first, clean up later, Vinny's theory on Alameda's locked Solana
(23:24) Embroker - Use code TWIST to get an extra 10% off insurance at https://Embroker.com/twist
(24:35) Three areas of crypto, understanding where FTX and FTT fall in this, risks of centralized exchanges
(32:01) How this might impact broader crypto regulation, Bitcoin decoupling from the greater crypto market
(37:33) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
(38:57) Understanding what happened to Binance's FTT: Who is the bag holder? How might this unravel going forward?
(42:55) FTX fundraising breakdown: could this situation break the crypto VC model?
FOLLOW Vinny: https://twitter.com/VinnyLingham
FOLLOW Sunny: https://twitter.com/sundeep
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
Subscribe to our YouTube to watch all full episodes:
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Meta's looming layoffs & path forward, Airbnb answers concerns & more | E1606
8 november 2022 · 1 uur 7 min
Monday! First, J+M dive deep on Meta reportedly cutting "many thousands" of jobs this week (1:56), the company's best path forward (12:14), and more. Then, J+M discuss some new Airbnb features (40:52) and Peloton's former CEO coming back with a new DTC startup! (55:39)
(0:00) J+M tee up today's topics!
(1:46) Meta will reportedly continue the trend of tech layoffs, to cut "many thousands" of jobs this week
(10:34) Notion - Sign up for FREE at https://notion.com
(12:04) Breaking down Meta's path forward, Jason's newest Jay Trade, plan for Meta to juice its stock price over the next 5-10 years
(31:56) LinkedIn Marketing - Get a $100 LinkedIn ad credit at https://linkedin.com/thisweekinstartups
(33:22) More context on Meta layoffs, severance and finding jobs post layoffs, Meta's insane pace of hiring since 2019
(40:42) Airbnb CEO Brian Chesky announced new features: full pricing transparency, value prioritization, restrictions on checkout requests, and more!
(55:29) Former Peloton CEO John Foley is back with a new DTC startup
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
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Understanding capital calls, one-off SAFEs + Transaera CTO Ross Bonner | E1605
6 november 2022 · 45 min
J+M kick off the show with TWO VC Sunday School topics: understanding capital calls (2:11), and one-off SAFEs. (10:29) Then, Transaera CTO Ross Bonner joins the show to break down why he is building energy-efficient and sustainable cooling systems! (19:54)(0:00) J+M tee up today's topics! (2:11) VC Sunday School: Understanding capital calls (9:04) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist (10:29) Bonus VC Sunday School: One-off SAFEs (18:32) Smash Digital - Visit https://SmashDigital.com/TWIST to get a free SEO video audit for your business (19:54) Transaera CTO Ross Bonner joins Molly Wood to break down their sustainable cooling systems. (33:21) Dell for Startups - Apply for Dell for Startups and get an additional 10% off at http://dell.com/twist (34:34) Ross explains the role of heat pump technology at Transaera Check out Transaera: https://www.transaera.com/
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Airbnb earnings breakdown + Gen Z becoming adults on the internet | E1604
4 november 2022 · 1 uur 4 min
First up J+M deep dive on Airbnb's Q3 earnings (1:27), before Producer Rachel joins for another edition of OK Boomer! (26:57)
(0:00) J+M tee up today's segments!
(1:27) Airbnb earnings: surviving the pandemic + most profitable quarter to date
(6:49) Comparing Airbnb/Uber market caps and the narrative around profitable companies
(12:36) Odoo - Get access to all of Odoo's apps, services, and maintenance for under $25 at https://odoo.com/twist
(13:38) Airbnb's value prop + hidden fees, service industry issues
(25:42) Masterworks - Skip the waitlist to invest in fine art using at https://Masterworks.com/twist
(26:57) Producer Rachel joins J+M to tee up this week's OK Boomer segment
(30:34) Summer Rachel Wood joins Producer Rachel to discuss having a baby and raising a child as a Gen Z influencer
(41:19) Summer talks about creating content as a new mom, how she approaches posting her child, and the lack of education around pregnancy
FOLLOW Rachel: https://twitter.com/_rachelbraun
FOLLOW Summer Rachel Warren: https://www.instagram.com/summerrachelwarren
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Wave of tech layoffs, Robinhood earnings, what makes a great CEO & more | E1603
4 november 2022 · 1 uur 4 min
First, J+M discuss the recent wave of layoffs at Stripe, Opendoor, Lyft, and others. (1:54) Then, they dive deep into Robinhood's impressive Q3 (21:51), and what other companies can learn from RH's shrinking losses. Then, Producer Rachel joins to break down monetizable mood boards! (52:36)
(0:00) J+M tee up today's segments!
(1:54) Significant layoffs all over tech in the last few days: Stripe, Opendoor, Lyft, Dapper Labs, Chime, and more; Meta and Google's massive opportunity for profitability and share buybacks
(9:42) MicroAcquire - Sell your business with no fees at https://try.microacquire.com/twist
(11:11) Macro outlook, spending discipline in private and public sectors, Stripe vs Adyen
(20:40) Babbel - Save up to 55% off your language learning subscription at https://babbel.com/twist
(21:51) Robinhood Q3 earnings: diversifying revenue, subscription vs advertising
(36:14) Revelo - Get 20% off the first 3 months by mentioning TWIST at https://revelo.io/twist
(37:42) Key takeaway: Diversifying revenue at scale makes businesses anti-fragile; investing in battle-hardened CEOs
(41:58) Robinhood earnings: MAUs down significantly from peak, net loss shrinks 87% y/y
(52:36) Producer Rachel joins to discuss monetizable mood boards
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Uber Q3 earnings, macro picture + Brinc Drones CEO Blake Resnick | E1602
3 november 2022 · 1 uur 17 min
First up, Jason gives an update on his busy weekend. (2:32) Then, Molly joins to break down Uber's Q3 earnings report (8:50) and the macroeconomic picture. (14:31) Then, Brinc Drones CEO Blake Resnick joins for another edition of The Next Unicorns. (38:07)
(0:00) J+M tee up today's topics!
(2:32) Jason gives a quick work update
(8:50) Uber's Q3 earnings
(12:50) LinkedIn Marketing - Get a $100 LinkedIn ad credit at LinkedIn.com/nextunicorn
(14:31) Fed's newest 75 basis point rate hike, comparing average Uber driver earnings to teachers
(23:58) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist
(25:24) Ideas on improving public education
(31:47) Jason's warning to founders on the state of the downturn
(36:40) Kalshi - Sign up to win $100K at https://kalshi.com/efc
(38:07) Brinc Drones CEO and Founder Blake Resnick breaks down why he started a first responder safety-focused drone company
(47:12) Blake walks through a demo of Brinc's technology
(54:59) The business of running a hardware startup: sales cycles with government buyers, building prototypes, customer-focused product iteration
(1:07:24) Blake demos Brinc's newest product, the Brinc Ball
Check out Brinc: https://www.brincdrones.com
FOLLOW Brinc: https://twitter.com/brincdrones
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Steve Case on "The Rise of the Rest", America's economic resiliency & more | E1601
2 november 2022 · 51 min
Author, CEO of Revolution, and former AOL CEO Steve Case joins Jason to talk about his new book, "The Rise of the Rest". (0:50) They also discuss reflections on remote work (13:14), American economic resiliency (25:48), capital formation in America (36:32), and more!
(0:00) Show start
(0:50) Jason welcomes Steve Case: Author, CEO of Revolution, and former CEO of AOL to talk about his book, "The Rise of the Rest"
(11:44) Vanta - Get $1000 off your SOC 2 at https://vanta.com/twist
(13:14) Remote work reflections: can a great company be built fully remote?
(24:37) Embroker - Use code TWIST to get an extra 10% off insurance at https://Embroker.com/twist
(25:48) American economic resiliency, China's capitalist system going off the rails, not staying complacent
(34:16) LinkedIn Jobs - Post your first job for free at https://linkedin.com/twist
(35:31) Opening investor access, fixing capital formation in America
(43:16) Politics and policy involvement Lees meer -
Self-driving shakeup: TuSimple CEO fired & Argo AI shuts down + Divvy Homes CEO Adena Hefets | E1600
31 oktober 2022 · 49 min
Molly Wood breaks down some shakeups in the self-driving space: TuSimple fired its CEO and is being probed by the FBI and SEC (1:40), and Argo AI has shut down after raising ~$2.6B. (8:50) Then, Divvy Homes CEO Adena Hefets joins the podcast to break down the state of the housing market and share thoughts on last week's hit piece. (14:09)
(0:00) Molly tees up today's segments!
(1:40) TuSimple CEO fired, company probed by FBI, SEC
(8:50) Argo AI shuts down
(12:45) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
(14:09) Adena Hefets joins Molly Wood to discuss the Fast Company article covering her startup Divvy Homes last week
(25:17) Grammarly - Sign up for a free and get 20% Grammarly Premium at https://grammarly.com/TWIST
(26:49) Operating a business where the stakes are high (homeownership, healthcare, etc)
(31:17) Adena breaks down the state of the US housing market
(35:14) Athletic Greens - Get 1 year of Vitamin D free and 5 free travel packs with your first purchase at athleticgreens.com/twist
(36:34) State of debt markets, operating in different interest rate environments, different capital structures, taking advantage of low-interest rates
FOLLOW Adena: https://twitter.com/adenahefets
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Strategies for investing in an overheated market, understanding warrants + Nat Bullard | E1599
30 oktober 2022 · 1 uur 3 min
First up, J+M cover how to approach a market that's heating up during a downturn (1:42), before covering warrants. (25:07) Then, Voyager's Nat Bullard joins to discuss his journalist to VC path and Voyager's climate focus. (32:09)
(0:00) J+M tee up today's segments!
(1:42) How to approach a market that's heating up during a downturn
(11:26) Blueground - Get up to $1000 off your booking at https://promos.theblueground.com/twist
(12:58) Strategies around patience in VC, entering markets at the wrong time
(25:07) Understanding warrants
(30:49) Paperclip - Go to getpaperclip.com/twist to get the app free for life
(32:09) Nat Bullard joins Molly and breaks down his path from journalist to climate VC
(39:15) LinkedIn Marketing - Get a $100 LinkedIn ad credit at https://linkedin.com/thisweekinstartups
(40:38) Voyager's thesis, most exciting investment opportunities in climate
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
FOLLOW Nat: https://twitter.com/natbullard
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Meta's precarious situation, $AMZN earnings breakdown, James Gunn to run DC + OK Boomer | E1598
28 oktober 2022 · 1 uur 36 min
First up, Jason goes solo to break down more Meta fallout and Amazon's Q3 earnings. (1:59) Then, Lon Harris joins J+M to break down House of the Dragon's huge finale, James Gunn hired to run DC Films, and more! (21:56) Finally, Producer Rachel wraps the show with another edition of OK Boomer! (1:59)
(0:00) Jason tees up today's segments!
(1:59) Jason breaks down Meta's predicament
(11:21) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist
(12:55) What Jason would do to fix Meta's stock tumble
(16:28) $AMZN Q3 earnings breakdown
(20:32) Smash Digital - Visit https://SmashDigital.com/TWIST to get a free SEO video audit for your business
(21:56) Lon Harris joins to discuss House of the Dragon's S1 finale
(34:33) Kalshi - Sign up to win $100K at https://kalshi.com/efc
(36:01) More House of the Dragon discussion: show content, massive ratings; then they discuss Black Adam and James Gunn taking over at DC
(42:37) Bob Chapek's comments on animated content spark backlash; streaming business predictions and streaming recommendations!
(1:08:36) Molly and Producer Rachel tee up this week's OK Boomer segment!
(1:11:31) Tommy Clark joins Producer Rachel to discuss his experience with social media marketing
FOLLOW Lon: https://twitter.com/lons
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$META earnings instant reaction, Apple's NFT rules, SBF backlash & more | E1597
28 oktober 2022 · 59 min
Sunny and Vinny are BACK for another crypto roundtable! First up, they give instant reactions to Meta's rough Q3 earnings and Zuck's big bet (1:59), before breaking down Meta's AR/VR battle with Apple (15:14). Then, the trio does a full NFT breakdown: Reddit's NFT usage (20:19), new App Store rules (27:41), and understanding royalties! (37:52) Then, they wrap by covering SBF facing backlash and a crypto Q&A. (47:54)
(0:00) Jason tees up today's topics!
(1:59) Jason welcomes Sunny and Vinny, and the trio breakdown Meta's Q3 earnings right as they drop!
(14:12) Odoo - Get your first app free and a $1000 credit at https://odoo.com/twist
(15:14) Who will win the AR/VR wars: Meta or Apple?
(20:19) Reddit's NFT usage
(26:12) Revelo - Get 20% off the first 3 months by mentioning TWIST at https://revelo.io/twist
(27:41) Are Apple's new App Store NFT rules overreaching, or a great sign for crypto?
(36:28) Smash Digital - Visit https://SmashDigital.com/TWIST to get a free SEO video audit for your business
(37:52) Understanding NFT royalties
(47:54) SBF facing backlash after comments on regulation
(57:39) Crypto Q&A!
FOLLOW Sunny: https://twitter.com/sundeep
FOLLOW Vinny: https://twitter.com/VinnyLingham
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$MSFT, $GOOG, $SPOT earnings breakdowns + Coco CEO Zach Rash | E1596
27 oktober 2022 · 1 uur 11 min
First up Jason does a solo breakdown of recent earnings reports from $MSFT (1:38), $GOOG (13:59), and $SPOT. (26:46) Then, Molly is joined by Coco CEO Zach Rash for another edition of The Next Unicorns! (39:09)
(0:00) Jason tees up today's segments
(1:38) Microsoft earnings breakdown
(12:42) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist
(13:59) Google earnings breakdown
(25:20) LinkedIn Jobs - Post your first job for free at https://LinkedIn.com/unicorn
(26:46) Spotify earnings breakdown
(33:54) Why now is the best possible time to start a company
(37:58) TripActions - Go to https://tripactions.com/twist and get a $500 Amazon gift card after making your first travel booking OR paying off your first $1000 of liquid spend
(39:09) Coco CEO and Founder Zach Rash joins Molly Wood to talk about his robo-delivery startup!
(55:38) Last mile delivery market size, why Coco is focusing on remote-controlled vs autonomous, and more!
FOLLOW Zach: https://twitter.com/zac_rash
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Shutterstock partners with OpenAI, Apple's new smart lock partner, Mach 9 spaceplane & more | E1595
26 oktober 2022 · 57 min
First up, J+M discuss Shutterstock partnering with OpenAI and what this means for ownership and IP rights. (1:56) Then they break down Apple partnering with Level to sell a smart lock (29:00) and what the world would be like with a Mach 9 spaceplane. (35:03) Molly wraps the show with a solo news breakdown! (40:37)
(0:00) Molly tees up today's segments!
(1:56) J+M break down Shutterstock partnering with OpenAI and DALL-E 2 and what this means for IP and content rights
(15:30) LinkedIn Marketing - Get a $100 LinkedIn ad credit at https://linkedin.com/thisweekinstartups
(16:56) How would Jason solve the "training data" problem from both sides? Is the cat out of the bag regarding ai-generated images?
(27:50) Embroker - Use code TWIST to get an extra 10% off insurance at https://Embroker.com/twist
(29:00) Apple partners with Level to sell a smart lock
(35:03) WLITF: Venus Aerospace's Mach 9 spaceplane!
(39:08) Kalshi - Sign up for a chance to win $100K at https://kalshi.com/efc
(40:37) Molly solo segment!: US semiconductor employee shortage, India fines Google $113M, Apple's NFT update
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FOLLOW Molly: https://twitter.com/mollywood
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