Alle afleveringen
1.496 afleveringen, van nieuw naar oud
-
$PTON & $SNOW earnings divergence + Streaming news with Lon Harris: HBO, MoviePass & more | E1544
26 augustus 2022 · 1 uur 3 min
Big show! First up J+M break down two pandemic darlings on two totally different paths: $PTON and $SNOW (2:26). Then, Lon Harris joins to talk about HBO's record breaking House of the Dragon premiere (27:12), MoviePass returning (47:16), and more!
(0:00) J+M tee up today's segments!
(2:26) Peloton earnings breakdown: it's getting grim, so J+M brainstormed on where the company can go from here, stock was down over 20%
(16:26) Odoo - Get your first app free and a $1000 credit at https://odoo.com/twist
(17:53) Snowflake earnings breakdown: massive quarter, stock was up over 20%
(25:37) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist
(27:12) Lon Harris joins to break down this week's streaming news! First up: HBO's House of the Dragon set a record for most-watched premiere with almost 10M viewers
(39:39) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
(40:58) $WBD CEO David Zaslav continues to make cuts
(47:16) MoviePass is making a comeback and Lon gives some streaming picks Lees meer -
Student loan debate, Zuck copies BeReal, Twitter whistleblower + Blueprint Part 7 | E1543
25 augustus 2022 · 1 uur 47 min
First up, J+M break down the news, incl: Student loan forgiveness (2:30), Zuck copying BeReal (20:21), the Twitter whistleblower's allegations (36:32), and a climate company's Series A! (1:04:49) Then, Jason wraps the show with another edition of The Blueprint! (1:16:43)
(0:00) J+M tee up today's segments!
(2:30) Student loan forgiveness
(16:37) Brave - Download today at https://brave.com/twist to browse faster, search privately and so much more
(17:57) "Bailout culture"
(20:21) Instagram copies popular social app BeReal
(26:38) Harmonic - Get $4000 off at https://harmonic.ai/twist
(27:59) Jason explains his "never trust Zuck" take origins, how Apple's approach differs from Meta
(35:37) Visa - Learn more about Visa's online Small Business Hub at Visa.com/smallbusinesshub
(36:32) Twitter whistleblower implications, comparing it to last year's "Facebook Files"
(1:04:49) Series A: Clarity
(1:16:43) Blueprint Part 7: Should you take on student debt to go to college? Is it worth it?
Follow Jason: https://linktr.ee/calacanis
Follow Molly: https://twitter.com/mollywood
Subscribe to our YouTube channel: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1 Lees meer -
Crypto Roundtable: Shkreli's new web3 project, ETH merge, Gensler goes after DeFi protocols | E1542
24 augustus 2022 · 58 min
J+M are joined by Sunny Madra and Vinny Lingham for another crypto roundtable! They cover the following topics: Shkreli's new web3 project (1:50), distributed computing projects (16:08), ETH merge (38:00), Gensler's comments (44:57), and more!
(0:00) Molly tees up today's roundtable guests!
(1:50) Martin Shkreli's new web3 project
(14:46) Revelo - Get 20% off the first 3 months by mentioning TWIST at https://revelo.io/twist
(16:08) Breaking down other distributed computing projects: Helium, Filecoin, Hivemapper
(27:54) Microsoft for Startups Founders Hub - Apply in 5 minutes, no funding required, sign up at http://aka.ms/thisweekinstartups
(29:17) Understanding inverted incentives in crypto, market depth/liquidity theory
(36:46) UserTesting - Get real human insights from customers, try for free today at https://usertesting.com/twist
(38:00) ETH merge: how risky is it, what impact will the fork have, will it lower gas fees?
(44:57) SEC Chair Gary Gensler's comment re: DeFi protocols and crypto banks
(51:58) Lightning round! Tribe DAO, BendDAO, Sudoswap and lessons learned Lees meer -
FTX's leaked financials, $AMZN ramps up healthcare interest + Swayed Founder Arjun Shokeen | E1541
23 augustus 2022 · 1 uur 25 min
Back with a big Monday news show: Jason and Molly recap last week's All-In (2:09), before covering FTX's leaked financials (17:19), Amazon potentially going further into healthcare (40:34), and more M&A in the e-commerce space. (58:55) Then, Molly wraps the show by interviewing LAUNCH portfolio founder Arjun Shokeen, Founder and CEO of Swayed (1:11:27).
(0:00) J+M tee up today's topics!
(2:09) All-In recap, Climate Syndicate, and more
(16:10) Neo.Tax - Get $500 off R&D tax credit fees at https://neo.tax/twist
(17:19) FTX had its 2020 and 2021 audited financial results leaked to CNBC
(28:07) Odoo - Get your first app free and a $1000 credit at https://odoo.com/twist
(29:26) How to frame crypto going forward, what is crypto's main product? Did the SEC miss the boat on crypto regulation?
(39:19) MasterClass - Get 15% off an annual membership at https://masterclass.com/startups
(40:34) Amazon is reportedly bidding to acquire Signify Health
(58:55) M&A: eBay acquires trading card e-commerce platform TCGplayer for $295M
(1:11:27) Molly interviews Swayed Founder and CEO Arjun Shokeen Lees meer -
How VCs evaluate pre-launch startups + Mycocycle's Joanne Rodriguez | E1540
21 augustus 2022 · 54 min
Sunday show! First up, Jason breaks down how VCs evaluate pre-launch startups (1:54) and startups that are going after a market that doesn't exist yet. (15:21) Then, Molly is joined by Mycocycle CEO and Founder Joanne Rodriguez to talk about developing fungi-powered toxic waste removal and raw material generation! (30:36)
(0:00) Molly intros today's segments!
(1:54) VC Sunday School: How Jason evaluates pre-launch startups
(13:46) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist
(15:21) How VCs evaluate startups building for markets that don't exist yet
(20:51) Comparing early examples of traction: pre-orders, crowdfunding, LOIs and more
(29:16) Masterworks - Skip the waitlist to invest in fine art using at https://Masterworks.io/twist
(30:36) Mycocycle CEO Joanne Rodriguez joins to talk about fungi-powered toxic waste removal and raw material generation
(38:26) Helpware - Go to https://helpware.com/TWIST to get $1000 off your first invoice
(39:33) Mycocycle's finished product, how they're recycling raw materials, traction so far, future of the business
Disclaimer: Since inception, Masterworks has sold five paintings from the collection. All sales are net of all fees and expenses. The sale of any paintings from the Masterworks collection, and the option to waive fees, is at the sole discretion of Masterworks and paintings may be held in excess of or up to 10 years or longer. Past price performance is no guarantee of future results. Any historical returns, expected appreciation, or probability projections are not guaranteed and may not reflect actual future performance. Lees meer -
Ask Jason + LegalQ founder Zeb Anderson + OK Boomer | E1539
20 augustus 2022 · 59 min
Friday variety show! First up, Jason answers your questions on VCs investing in a downturn, winning founder qualities, and more. (1:24) Then, Molly interviews LAUNCH founder Zeb Anderson about his legal startup LegalQ. (16:36) Producer Rachel wraps the show with another edition of OK Boomer! (26:59)
(0:00) Molly intros the Friday variety show!
(1:24) Ask Jason: Why VCs slow investment pace in a downturn
(7:00) Ask Jason: What qualities make Jason invest in a founder a second time after a failure
(12:29) Jason explains the traction at Uber and Calm when he invested
(15:06) Coda - The All-in-one doc for teams, get a $1,000 credit at https://coda.io/twist
(16:36) Molly interviews LAUNCH Accelerator founder Zeb Anderson of LegalQ about his app connecting legal professionals and clients
(25:34) This podcast is sponsored by BetterHelp - Get 10% off your first month at https://betterhelp.com/twist
(26:59) OK Boomer! Producer Rachel welcomes tech commentator and talks about the importance of curiosity when building your brand
(37:03) iTrust Capital - Visit https://itrust.capital/twist to create your Crypto IRA today
(38:10) Digital culture, banning TikTok, social media consent, and more Lees meer -
Apple's new feature & potential ads business + more HBO Max layoffs & chaos | E1538
19 augustus 2022 · 1 uur 2 min
New segment alert! J+M debut "Little Big Things" to highlight a unique new feature from Apple (1:46), before breaking down the company ramping up its ads business and what that means for consumers. (10:49) Then, Lon Harris joins to break down all things streaming. (21:20)
(0:00) J+M intro today's segments!
(1:46) New segment! Little Big Things: Apple News audio stories
(9:42) Embroker - Use code TWIST to get an extra 10% off insurance at https://Embroker.com/twist
(10:49) Apple's potential ads business: great for revenue, potentially bad for consumers
(20:08) Vanta - Get $1,000 off automating your SOC 2 at https://vanta.com/twist
(21:20) Lon joins and Jason discusses Molly's appearance on the Pivot podcast!
(23:47 More chaos at $WBD: 14% RIF at HBO Max, 30+ titles getting canned off streaming, bad feelings with creators
(37:59) Revelo - Get 20% off the first 3 months by mentioning TWIST at https://revelo.io/twist
(39:20) Digital distribution rights, how Netflix changed the industry and how Warner Bros Discovery might use this recent move as leverage going forward
(43:20) New series premiering with massive budgets: House of the Dragon, Rings of Power; breaking down the math on why these shows cost $20M-$58M per episode
(55:32) Streaming overtakes cable viewership for the first time! Lees meer -
Reaction to Adam Neumann's $350M raise, Boom Supersonic's new deal + The Blueprint Part 6 | E1537
18 augustus 2022 · 1 uur 4 min
J+M kick off the show by discussing the reaction to Adam Neumann's $350M raise (1:40), before covering Boom Supersonic's new deal with American Airlines (24:59), and a Startup of the Day. (41:55) Jason wraps the show solo for part 6 of The Blueprint, where he covers getting ahead of trends! (48:06)
(0:00) J+M intro today's segments!
(1:40) Thoughts on the reaction to Adam Neumann's $350M raise from a16z, including a NY Post article that Jason was quoted in
(12:45) WorkOS - Go to https://workos.com to learn how to make your app enterprise-ready.
(14:14) Was the negative reaction to the fundraising warranted? What is the counter case?
(24:04) Visa - Learn more about Visa's online Small Business Hub at Visa.com/smallbusinesshub
(24:59) American Airlines agrees to purchase up to 20 jets from airplane startup Boom Supersonic, J+M do some math on ticket prices
(34:13) Brave - Download today at https://brave.com/twist to browse faster, search privately and so much more
(35:33) Does the world need supersonic passenger jets?
(41:55) Startup of the Day: Goodfellows helps elderly people and young people foster connections
(48:06) The Blueprint Part 6: Jason explains how he gets ahead of trends
Jason's Howard Stern/Spotify blog from 2015: https://www.linkedin.com/pulse/howard-sterns-easy-billion-dollar-pay-day-courtesy-app-calacanis Lees meer -
Debating Apple's return to work & Jason's WFH playbook, $META partners with $DASH & more | E1536
17 augustus 2022 · 1 uur 21 min
J+M have a big debate over remote work: including covering Apple's return to work policy, Malcolm Gladwell's comments, Jason's WFH playbook, and much more. Then, they cover Meta's new partnership with DoorDash for Facebook Marketplace deliveries, and a Jay Trading update! (1:05:19)
(0:00) J+M tee up today's topics!
(1:57) Apple will be sending all corporate employees back to the office in September + J+M debate Malcolm Gladwell's comments on remote work
(12:45) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/TWIST
(14:04) Hypocrisy of the return to work, understanding the impasse, "overemployed" and "quiet quitting" movements
(26:28) Notion - Sign up for FREE at https://notion.com/twist
(27:49) What would tech unions look like?
(38:40) Bubbles - Get your point across with unlimited screen and video recordings for free at https://usebubbles.com/twist
(39:57) Shifting power dynamics in modern work, Jason's advice to startup founders for managing remote employees, UBI thoughts, Jason's WFH requirements
(1:05:19) Meta partners with DoorDash to deliver Facebook Marketplace items, Jay Trading updates Lees meer -
Adam Neumann raises $350M from a16z for his new startup Flow, Bay Area housing hypocrisy | E1535
16 augustus 2022 · 1 uur 12 min
Molly is back for a HUGE news days! Adam Neumann has raised $350M from a16z for his new startup Flow (2:14), and his main investor, Marc Andreessen, got into some hot water over housing policy hypocrisy! (22:05)
(0:00) Molly is back! J+M intro today's topics!
(2:14) Jason and Molly catch up Molly's vacation and the craziness of the past week
(12:36) LinkedIn Jobs - Post your first job for free at https://linkedin.com/twist
(13:56) Adam Neumann's new residential real estate company Flow has raised $350M from a16z at a valuation over $1B!
(20:34) 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
(22:05) Marc Andreessen's blog explaining a16z's Flow investment, Jason and Molly go deep on potential business plans for Flow and why a16z made this bet
(34:37) Odoo - Get your first app free and a $1000 credit at https://odoo.com/twist
(35:56) Marc Andreessen's housing hypocrisy
(53:35) Jason reads slides from the leaked Flow deck *JOKE*, another a16z portfolio founder in a similar market as Flow chimed in on Twitter Lees meer -
Self-destructive traits of VCs & founders + Air Protein CEO Dr. Lisa Dyson | E1534
14 augustus 2022 · 45 min
First up, Molly and Jason break down self-destructive founder and VC traits (1:37). Then, Molly interviews Air Protein CEO Dr. Lisa Dyson on how they turn carbon dioxide into protein and how they are innovating in the booming alternative meat space! (21:42)
(0:00) Jason intros the Sunday show!
(1:37) VC Sunday School: Self-destructive founder tendencies
(9:15) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist
(10:45) Self-destructive investor tendencies
(15:13) How to do damage control if you take money from a disruptive investor
(20:35) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
(21:42) Molly intros Dr. Lisa Dyson who explains Air Protein's founding story, mission, and the science behind it
(30:35) Helpware - Go to https://helpware.com/TWIST to get $1000 off your first invoice
(31:51) How Air Protein differs from traditional meat
(36:33) Air Meat's fundraising history and creation process Lees meer -
Howard Lindzon reviews Jason's portfolio & breaks down public/private investing + OK Boomer | E1533
13 augustus 2022 · 1 uur 40 min
Howard Lindzon joins to talk about the different mindsets and skillsets of public and private market investors and breaks down what the future of the blockchain might look like. (1:39) Then, Producer Rachel is back with another OK Boomer segment, interviewing Ben Smith of Goal House NYC! (1:20:52)
(0:00) Jason tees up today's segments!
(1:39) Howard Lindzon joins and breaks down the differences between public and private investing mindsets
(12:21) UserTesting - Get real human insights from customers, try for free today at https://usertesting.com/twist
(13:38) How liquidity impacts public/private investing, why Howard is bullish on $NFLX over $DIS
(24:05) Liquid IV - Get 25% off at https://liquidiv.com using promo code TWIST
(25:17) Remote work's impact on less experienced employees, how the blockchain will impact startups in the future
(36:11) FanDuel Sportsbook - Sign up with promo code TWIST to place a $1000 risk-free bet at https://sportsbook.fanduel.com
(37:20) Potential game-changing NFT and DAO use cases
(48:27) Howard reviews Jason's Jay Trading portfolio
(59:53) Semantics, media, next generation of the internet, politicizing the Fed
(1:11:02) Jason tees up OK Boomer with Producer Rachel
(1:20:52) OK Boomer: Rachel interviews Ben Smith of Goal House NYC Lees meerFanDuel Disclaimer:
21+ and present in AZ, CT, IA, IL, LA (permitted parishes only), MI, NJ, NY, PA, TN, WV, or WY. First online real money wager only. Refund issued as non-withdrawable free bets that expire 14 days after receipt. Restrictions apply. See terms at sportsbook.fanduel.com. Gambling Problem? Call 1-800-GAMBLER or visit FanDuel.com/RG (IA, MI, NJ, PA, IL), 1-800-NEXT-STEP or text NEXTSTEP to 53342, 1-888-789-7777 or visit ccpg.org/chat (CT), 1-877-770-STOP (LA), 1-877-8-HOPENY or text HOPENY (467369) (NY), TN REDLINE 1-800-889-9789 (TN), 1-800-522-4700 (WY), or visit www.1800gambler.net (WV). -
$DIS earnings, Disney vs Netflix & streaming strategies with Lon Harris + Ephemeral Tattoos | E1532
12 augustus 2022 · 1 uur 30 min
Lon Harris joins the show for a full streaming industry breakdown, including $DIS earnings, $WBD drama, streaming strategies, and more! (1:59) Then, Molly interviews Ephemeral CEO Jeff Liu on building a high-quality temporary tattoo solution. (1:09:00)
(0:00) Jason tees up today's segments!
(1:59) Jason welcome Lon Harris to talk misaligned media incentives and Trump coverage
(12:45) MicroAcquire - Sell your business with no fees at https://try.microacquire.com/twist
(14:05) Hulu's new film Prey is its largest streaming debut to date
(27:18) Vanta - Get $1,000 off automating your SOC 2 at https://vanta.com/twist
(28:29 Why the Predator franchise is valuable IP for Disney, how streaming platforms should handle "auteurs"
(35:41) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist
(37:14) $DIS earnings, how Disney's streaming platforms overtook Netflix in terms of subscribers
(46:52 Breaking down $WBD and how it should handle various IP, streaming residuals upheaval
(51:25) Disney vs Netflix BOTE Math, Ezra Miller situation, strategies for Zaslav to take advantage of $WBD IP
(1:09:00) Molly interviews Ephemeral CEO Jeff Liu Lees meer -
State of the crypto market, Tornado Cash blacklisted, $COIN Q2 + The Blueprint Part 5 | E1531
11 augustus 2022 · 1 uur 40 min
Sunny Madra and Vinny Lingham join Jason for a fully loaded crypto market breakdown (1:40). Topics covered include: Tornado Cash being blacklisted by the US Treasury Dept, Coinbase Q2 earnings, smart crypto regulation, fixing early-stage crypto governance, and more! Jason wraps the show with Part 5 of The Blueprint: Generalists vs. Specialists. (1:21:44)
(0:00) Jason intros today's segments: crypto roundtable and The Blueprint!
(1:40) Current state of the crypto market after the massive pullback
(14:31) Brave - Download today at https://brave.com/twist to browse faster, search privately and so much more
(15:33 Tornado Cash blacklisted by the US Treasury Dept: what is it, what it means for "frozen" crypto assets & more
(27:12) LinkedIn Marketing - Get a $100 LinkedIn ad credit at https://linkedin.com/thisweekinstartups
(28:36) How large-scale spam attacks and hacks will change consumer behavior in the still-early crypto industry
(37:37) Visa - Learn more about Visa's online Small Business Hub at Visa.com/smallbusinesshub
(38:32) How should crypto be regulated? Should the US create a new agency dedicated to digital assets? Should there be a new set of rules for crypto?
(48:39) Did Coinbase let customers down? $COIN Q2 earnings, responsibilities to customers, what Coinbase's platform might look like if altcoins are regulated as securities
(55:22) Pseudonymous and anonymous impact on high-profile crypto projects, how to fix early-stage crypto governance
(1:04:12 Interesting consumer-facing crypto projects
(1:21:44) The Blueprint Part 5: Generalists vs. Specialists Lees meer -
VC market overview, Vision Fund impact, Amazon's core businesses & more with Acquired | E1530
10 augustus 2022 · 1 uur 25 min
Acquired's Ben Gilbert and David Rosenthal join the show to discuss how they think about public market investments (1:43), VC token sales (27:25), a VC market overview (45:40), the Vision Fund's impact on Silicon Valley (1:00:33), and Amazon's core pillars! (1:13:21)
(0:00) Jason intros today's guests and topics: Crossover Pod with Acquired!
(1:43) Private markets overview, Jay Trading, Ben's investment thesis for TSMC and Shopify
(13:44) Embroker - Use code TWIST to get an extra 10% off insurance at https://Embroker.com/twist
(14:52) Jason makes two live Jay Trades, better solutions for employee stock options
(26:14) Dell - Apply for Dell for Startups and get an additional 10% off Dell Latitude products at https://dell.com/twist
(27:25) Crypto regulation, VC token sales
(39:33) Zapier - Try for free today at https://zapier.com/TWIST
(41:02) The burden of going public, final ideas on digital asset regulation
(45:40) Major takeaways from PitchBook's Q2 US VC Monitor: exit value collapse, deal volume down, seed not impacted as much, signs of life in the early-stage
(1:00:33) Reflecting on Masa's precarious position and the impact that SoftBank's Vision Fund has had on the VC industry
(1:13:21) Ranking the most impressive pillars of Amazon's business: AWS, Prime, marketplace, advertising Lees meer -
SoftBank's Vision Fund loses $21B+, DTC brands struggle + NutriSense CEO Alex Skryl | E1529
9 augustus 2022 · 1 uur 14 min
Jason breaks down SoftBank's Vision Fund losing $21B+ last quarter and reflects on how founders should approach raising capital from megafunds. (2:11) Then, Jason reflects on lessons learned from the tough DTC space (27:05) and gives a quick Jay Trading update! (36:17). To wrap, NutriSense CEO Alex Skryl joins J+M to break down the benefits of continuous glucose monitoring! (47:37)
(0:00) Jason tees up today's solo news + founder interview!
(2:11) Jason breaks down SoftBank's Vision Fund losing ~$21B+ last quarter and analyzes some clips from Masayoshi Son's investor presentation
(11:31) Microsoft for Startups Hub - Apply in 5 minutes, no funding required, sign up at http://aka.ms/thisweekinstartups
(12:54) Jason disagrees with Masa's new strategy and direction and explains how founders should approach raising capital by megafunds like the Vision Fund and differences between how Uber and WeWork deployed SoftBank capital
(22:46) Assure - To get 20% off your first Special Purpose Vehicle (SPV) visit https://Assure.co/twist
(24:06) Reviewing the biggest hits and misses from Vision Fund I
(27:05) Lessons learned from DTC shutdowns, how VCs deploy capital in a downturn
(34:45) Prometheus - Go to Prometheusalts.com or download it on the App Store and use the access code TWIST to sign up
(36:17) Jay Trading update: $DIS, $AMZN, $WBD, $SFIX
(47:37) Nutrisense CEO Alex Skryl joins to talk glucose monitoring benefits, biohacking, and more! Lees meer -
Why some VCs won't invest in first-time founders + $369B carve-out for climate/energy | E1528
7 augustus 2022 · 1 uur 3 min
First up on VC Sunday School, J+M cover the stigma around investing in first-time founders: Is it a myth? What are the pros and cons? What really matters when evaluating a founder? (3:01) Then, Molly interviews Jay Koh of The Lightsmith Group to break down the Inflation Reduction Act's $369B climate/energy allocation. (29:08)
(0:00) Jason and Molly tee up today's segments!
(3:01) why is there a bias against investing in first-time founders?
(15:04) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist
(16:21) Most important factors to startup success
(21:42 Jason and Molly tee up Molly's climate interview which is focused on the Inflation Reduction Act's $369B climate/energy carve-out
(27:53) MasterClass - Get 15% off an annual membership at https://masterclass.com/startups
(29:08) Jay Koh of The Lightsmith Group joins to break down the $369B earmarked for climate/energy in the Inflation Reduction Act
(36:39) Odoo - Get your first app free and a $1000 credit at https://odoo.com/twist
(37:58) What will the $369B do for the climate VC industry?
(48:48) What will this investment do for America's standing as a global climate tech leader? Lees meer -
$COIN partners with $BLK, $AMZN acquires iRobot for $1.7B, Jay Trading update + OK Boomer | E1527
6 augustus 2022 · 1 uur 18 min
Solo Jason news day! First up, Jason breaks down Coinbase's performance as a public company and its recent partnership with BlackRock (2:18), then he covers Amazon acquiring Roomba-maker iRobot (18:08), before wrapping the news with a Jay Trading update. (24:53) Producer Rachel wraps the show by interviewing Minted's Marcus Milione for OK Boomer! (52:35)
(0:00) Jason intros today's topics!
(2:18) Jason analyzes $COIN's performance as a public company and its volatile price fluctuations
(14:52) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
(15:59) BlackRock partnering with Coinbase to manage its institutional crypto trading business
(18:08) $AMZN acquires Roomba-maker iRobot for $1.7B
(23:38) Helpware - Go to https://helpware.com/TWIST to get $1000 off your first invoice
(24:53) Jason debuts jaytrading.com and gives his reasons for doing it
(30:58) $WBD down ~17% after a bad earnings report
(36:53) Bubbles - Get unlimited screen and video recordings for free at https://usebubbles.com/twist
(38:10) Jason tells a quick story about meeting Bill Clinton & talks to Producer Rachel about her first year of interviews on OK Boomer
(52:35) Rachel interviews Marcus Milione on brand building, monetizing a passion, and more Lees meer -
$WBD shakeup, streaming earnings, Locket raises $12.5M, Lina Khan/FTC sues Meta | E1526
5 augustus 2022 · 1 uur 13 min
Lon Harris joins the show to break down the chaotic shakeup going on at Warners Bros. Discovery, what's happening with HBO Max, potential new roadmaps for the DCEU, and more. (2:46) Then, J+M break down a new intimate social app called Locket raising $12.5M (44:02) and Lina Khan taking action against Meta. (51:39)
(0:00) J+M intro today's topics!
(2:46) Lon Harris joins to break down what is going on at Warner Bros. Discovery
(14:05) Grammarly - Sign up for a free and get 20% Grammarly Premium at https://grammarly.com/TWIST
(15:22) Is streaming subscription revenue a viable business compared to big box office hauls? Is $WBD making a terrible move re: creative relationships?
(24:26) Indochino - Get $50 off any purchase of $399 or more by using code TWIST at checkout https://www.indochino.com
(25:48) Discovery vs. HBO branding, Roku/Paramount Plus subscriber counts
(38:11) Microsoft for Startups Founders Hub - Apply in 5 minutes, no funding required, sign up at https://aka.ms/thisweekinstartups
(39:34) Lon's crypto queen series update
(44:02) Social app Locket raised a $12.5M early-stage round of funding
(51:39) Lina Khan sues Meta over a ~$400M VR acquisition and tries to change the antitrust precedent Lees meer -
YC reduces S22 batch by 40%, $HOOD RIF, $MSTR CEO change, $ABNB earnings + Blueprint Part 4 | E1525
4 augustus 2022 · 1 uur 6 min
BIG show! First up, our co-hosts break down why YC cut its summer cohort size by 40% (2:13), Robinhood letting go 23% of its employees (12:40), Michael Saylor out as MicroStrategy CEO (32:09), and Airbnb earnings. (42:07) Then, Jason is back with another edition of The Blueprint, where he covers the benefits of having a bias for action! (48:52)
(0:00) Jason and Molly intro today's topics!
(2:13) Y Combinator cuts its Summer 2022 batch size by 40%: what does this mean for the early-stage market?
(11:35) iTrust Capital - Visit https://itrust.capital/twist to create your Crypto IRA today
(12:40) Robinhood terminates 23% of employees: RIF vs layoff vs furlough explanation
(27:42) Brave - Download today at https://brave.com/twist to browse faster, search privately and so much more
(29:02) Jason gives a Jay Trading recap and lays out his reasons for doing it
(32:09) Michael Saylor steps down as MicroStrategy CEO
(39:14) Visa - Learn more about Visa's online Small Business Hub at Visa.com/smallbusinesshub
(40:10) Jason's predictions for MicroStrategy's direction
(42:07) $ABNB earnings, comparing $ABNB and $UBER p/s, $COIN and $HOOD p/s
(48:52) The Blueprint Part 4: The Benefits of Having a Bias for Action
(54:12) How bias for action relates to other cognitive biases
(1:02:50) How founders can have a bias for action: Product velocity Lees meer -
$UBER & $PINS Q2 earnings + customer-centric primary care with The Lanby's Chloe Harrouche | E1524
3 augustus 2022 · 1 uur 22 min
J+M break down Uber and Pinterest's Q2 earnings (2:42), and Jason makes a Jay Trade live on air (18:51). Then, The Lanby CEO Chloe Harrouche joins to break down approaching primary care from a customer-centric perspective. (49:40)
(0:00) Jason and Molly tee up today's show! Big news day + a great early-stage founder interview
(2:42) $UBER Q2 earnings: doubled revenue y/y, FCF positive, rides business is back to pre-pandemic levels
(13:12) Vanta - Get $1,000 off automating your SOC 2 at https://vanta.com/twist
(14:24) Does Airbnb have similar pricing controls as Uber?
(18:51) Jason does a LIVE Jay Trade and explains his investment thesis! ***NOT investment advice
(27:28) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/TWIST
(28:45) $PINS Q2, Should public CEOs be able to retain super-voting shares?
(38:01) Embroker - Use code TWIST to get an extra 10% off insurance at https://Embroker.com/twist
(39:08) Jason proposes a perfect merger target for Pinterest
(45:44) Jason and Molly tee up the interview with The Lanby CEO Chloe Harrouche
(49:40) Chloe breaks down approaching healthcare from a customer-centric POV, pricing model, unit economics, and more
(1:06:09) Onboarding doctors, scaling the business, opaque pricing in healthcare Lees meer -
TikTok takes on Spotify, startup advice + US housing market w/ Redfin & Divvy Homes CEOs | E1523
2 augustus 2022 · 1 uur 25 min
First up, Jason and Molly cover TikTok's recent patents that indicate it might be going after Spotify (2:23). Then, the duo breaks down a recent WSJ report about VCs giving conflicting advice to founders. (18:05) After the news, J+M are joined by Redfin CEO Glenn Kelman and Divvy Homes CEO Adena Hefets for an in-depth break down of the current US housing market. (33:36)
WSJ article: https://www.wsj.com/articles/silicon-valley-lurches-between-deep-cuts-and-bold-spending-11659268801
(0:00) Jason and Molly tee up today's topics and guests!
(2:23) TikTok might be going after Spotify's music streaming business with "TikTok Music"
(16:45) Policygenius - Go to https://policygenius.com to get a free life insurance quote
(18:04) Jason and Molly break down a WSJ report about conflicting advice that VCs are giving to founders re: approaching the current downturn; Jason debuts his "Cash vs. Profitability Matrix"
(32:04) Notion - Get $250 off by using code TWIST at https://notion.so
(33:36) Redfin CEO Glenn Kelman and Divvy Homes CEO Adena Hefets join and break down their businesses before getting into how a 2022 housing downturn might be different from 2008
(41:36) Prometheus - Go to Prometheusalts.com or download it on the App Store and use the access code TWIST to sign up
(43:09) Institutional buyers' impact on housing supply, pandemic migration impact on local inflation, new construction outlook
(1:08:36) Rental market outlook, commercial real estate's grim projections Lees meer -
How VC diligence works at different stages + Fion's Sudarshan Sridharan on wildfire tech | E1522
31 juli 2022 · 53 min
First up on the Sunday show, Jason breaks down the different levels of diligence at different company stages for VC Sunday School (2:02). Then, Fion Technologies CEO Sudarshan Sridharan joins to talk helping firefighters fight wildfires with mapping technology. (21:31) Lees meer
(0:00) Jason tees up today's Sunday edition of This Week in Startups!
(2:02) Molly recaps her first half year of investing, then asks Jason about diligence at different stages of investing in different verticals
(10:23) UserTesting - Get real human insights from customers, try for free today at https://usertesting.com/twist
(11:40) Jason on great investments coming out of "prepared minds", the importance of testing and trying
(19:57) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist
(21:31) Molly welcomes Fion Technologies CEO Sudarshan Sridharan to discuss helping wildfire fighting with software and his founding story
(32:36) Brave - Download today at https://brave.com/twist to browse faster, search privately and so much more
(33:56) Sudarshan explains how the Fion app helps firefighters, its pricing model, and more
(41:06) The state of wildfires in the US, why Sudarshan is building Fion -
$AMZN & $AAPL earnings, $META investors losing faith, Jay Trading + OK Boomer with Nate O'Brien | E1521
30 juli 2022 · 1 uur 9 min
Jason is BACK and he's ready to Jay Trade! Jason and Molly wrap up big tech earnings week with a major deep dive on $AMZN's impressive quarter (1:53), $AAPL's slowing revenue growth/growing subscriber base (26:04), and the lack of faith in $META's big bet. (31:44) Producer Rachel wraps the show with another great edition of OK Boomer, featuring popular YouTube and investor Nate O'Brien! (40:18)
(0:00) Jason is BACK for a huge news day!
(1:53) $AMZN Q2 was highlighted by two insane business segments: AWS and advertising
(18:20) iTrust Capital - Visit https://itrust.capital/twist to create your Crypto IRA today
(19:24) Continued breakdown of $AMZN's Q2: Amazon Prime and retail; Jason makes another Jay Trade and gives his investment thesis for $AMZN
(24:43) MicroAcquire - Sell your business with no fees at https://try.microacquire.com/twist
(26:04) $AAPL earnings: slowing growth, but still putting up huge numbers, Apple's 800M+ paid subscribers
(31:44) Antitrust action against Meta, Jason gives his take on Meta's all-in bet on the metaverse
(39:01) Odoo - Get your first app free and a $1000 credit at https://odoo.com/twist
(40:18) OK Boomer: Investor & YouTuber Nate O'Brien joins to talk growing his YouTube to 1M+ subscribers, his journey to investing, and more Lees meer -
Revolutionizing podcasting + standards vs. innovation with Anchor Co-Founder Mike Mignano | E1520
28 juli 2022 · 54 min
Today's show is a CLASSIC TWiST founder interview. Anchor Co-Founder Mike Mignano joins to tell Anchor's founding story (1:40), break down what it's like getting acquired by Spotify (15:32), and talk about how RSS standards might be stunting innovation in the podcasting space. (33:17) Lees meer
0:00 Jason intros today's guest: Anchor Co-Founder Mike Mignano
1:40 Mike explains why he started Anchor, the original inspiration and first versions, finding PMF, building the nuts and bolts of a great podcast publishing experience
14:23 Helpware - Go to https://helpware.com/TWIST to get $1000 off your first invoice
15:32 Why Anchor sold to Spotify, the Series B term sheet they were considering at the time of acquisition, getting courted by Spotify CEO Daniel Ek, Anchor's first check story
24:44 LinkedIn Jobs - Post your first job for free at https://linkedin.com/twist
25:58 Why Apple hasn't innovated in podcasting, paid podcasts vs. advertising
31:59 Babbel - Save up to 60% off your language learning subscription at https://babbel.com/twist
33:17 Why Mike wrote his recent article: "The Standards Innovation Paradox", evolving standards to increase innovation, the Substack exampleRead Mike's article:
https://mignano.medium.com/the-standards-innovation-paradox-e14cab521391 -
How to supercharge your network + $GOOG & $MSFT earnings & $SHOP layoffs with Deirdre Bosa | E1519
27 juli 2022 · 1 uur 3 min
BIG variety show today!
Jason kicks off the show with Part 3 of "The Blueprint" series (1:43), then, CNBC's Deirdre Bosa joins to break down $GOOG and $MSFT earnings, $SHOP layoffs, and $COIN's SEC probe (17:23), and we wrap with Producer Rachel joining to break down the Kylie/Kim vs. Instagram feud! (45:42) Lees meer(0:00) Molly tees up today's variety show: The Blueprint Part 3, big tech earnings with Deirdre Bosa, and Kylie/Kim vs. Instagram with Producer Rachel!
(1:43) The Blueprint Part 3: Jason explains how to build and supercharge your network
(16:27) Visa - Learn more about Visa's online Small Business Hub at Visa.com/smallbusinesshub
(17:23) CNBC's Deirdre Bosa joins to talk big tech earnings
(19:21) $MSFT earnings for fiscal Q4 and FY2022
(25:18) LinkedIn Marketing - Get a $100 LinkedIn ad credit at https://linkedin.com/thisweekinstartups
(26:45) $GOOG Q2 earnings
(33:05) $SHOP lays off 10% of employees (~1000), Tobi Lutke's blog post, Q2 earnings
(37:45) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist
(39:00) $COIN faces new SEC probe regarding whether or not they allowed investors to trade unregulated securities
(45:42) Molly brings on Producer Rachel to break down the recent backlash against Instagram from celebrities and TikTok's superiority regarding creator monetization -
Solving prescription drug pricing in the US with Cost Plus Drugs & Capital RX CEOs | E1518
27 juli 2022 · 1 uur 26 min
Today, we have two interviews with founders innovating in the US prescription drug market to bring prices down for consumers.
First up, Molly talks with Alex Oshmyansky, CEO of The Mark Cuban Cost Plus Drug Company, about building a "parallel supply chain", the importance of transparency, and a breakdown of the "financial engineering" in the industry. (3:22)
Then, she talks to Capital RX CEO AJ Loiacono for a full breakdown on PBMs (pharmacy benefit managers) and the opaque pharmaceutical supply chain. (40:35) Lees meer(0:00) Molly intros today's two interviews
(3:22) Mark Cuban Cost Plus Drugs Company CEO and Founder Alex Oshmyansky on operating a startup while still being a practicing doctor and Cost Plug Drugs' business model
(11:21) Harmonic - Get $4000 off at https://harmonic.ai/twist
(12:43) Alex explains the state of the US drug space, why they're trying to build a "parallel supply chain", the importance of transparency, and the origin story of the company
(23:44) Prometheus - Go to https://prometheusalts.com or download it on the App Store and use the access code TWIST to sign up
(25:11) Drug production, hot button drug issues
(32:16) Alex explains the "financial engineering" and profiteering in the prescription drug space
(39:15) BairesDev - Go to https://baires.dev/twist and get $10,000 off when you sign your first contract
(40:35) Molly intros the next guest: Capital RX CEO AJ Loiacono, who explains the convoluted and opaque pharmaceutical supply chain
(54:30) Understanding PBMs (pharmacy benefit managers) and the broader healthcare industry
(1:04:09) AJ gets into his background, starting Capital RX, and how it fits into the ecosystem -
$NFLX stops sharing, $SNAP Q2 earnings, $COIN alleged insider trading with Alex Wilhelm | E1517
26 juli 2022 · 50 min
We have a big news show with a very special guest!
TechCrunch's Alex Wilhelm fills in for Jason to break down the news with Molly.
They cover Netflix cracking down on password sharing (2:12), Snap's rough Q2 earnings (6:45), Coinbase's alleged insider trading (21:28), the 3AC Bloomberg interview (36:37), and more!
(0:00) Molly tees up today's news with Alex Wilhelm, who is filling in for Jason!
(2:12) Molly and Alex share thoughts on Netflix cutting password sharing in some Central/South American countries
(6:45) $SNAP Q2 earnings: stock drops ~40% on slowing revenue growth and growing losses
(11:15) Embroker - Use code TWIST to get an extra 10% off insurance at https://Embroker.com/twist
(12:27) Jason's almost-Jay Trade, $SNAP's debt situation, most interesting implications from the week ahead of big tech earnings
(20:12) Odoo - Get your first app free and a $1000 credit at https://odoo.com/twist
(21:28) $COIN's alleged insider trading, Jay Carney getting hired by Airbnb away from Amazon
(35:23) Vanta - Get $1,000 off automating your SOC 2 at https://vanta.com/twist
(36:37) Reacting to the 3AC founders' interview with Bloomberg, crypto contagion due to intermingling
(45:09) Man who lost ~8000+ Bitcoin in a landfill is trying to raise capital to uncover the hard drive Lees meer -
Telling founders "no," Board meeting etiquette (VC School), + Michael Luciani | E1516
24 juli 2022 · 1 uur 3 min
For today's VC Sunday School, Jason talks about saying "no" to founders (1:20), and Molly asks about board meeting etiquette (20:12). Then, for This Week in Climate Startups, Molly speaks with Michael Luciani of Climate Capital (37:18).
(0:00) Jason intros today's show
(1:20) VCSS: Saying "no" to founders
(9:20) Brave - Download today at https://brave.com/twist to browse faster, search privately and so much more
(11:01) Some VCs give a "no" to gauge a founder's tenacity
(19:08) iTrust Capital - Visit https://itrust.capital/twist to create your Crypto IRA today
(20:12) Board meeting etiquette
(36:02) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist
(37:18) TWiCS: Michael Luciani of Climate Capital
(1:02:40) Outro Lees meer -
Ben Narasin on raising a new VC fund in a down market, + Natalie Barbu of Rella | E1515
23 juli 2022 · 1 uur 26 min
Today, Jason and Molly speak with Ben Narasin of Tenacity VC about raising a new venture capital fund in the down market (1:30). Then, for this week's segment of OK Boomer, Producer Rachel sits down with Natalie Barbu of Rella (1:00:33).
(0:00) Jason intros today's show!
(1:30) Jason and Molly speak with Ben Narasin of Tenacity VC
(11:45) Masterworks - Skip the waitlist to invest in art using promo code TWIST at https://Masterworks.io/twist
(13:07) How do you make a decision to sell a percent of your position?
(26:59) Bubbles - Get your point across with unlimited screen and video recordings for free at https://usebubbles.com/twist
(29:06) Valuations, 2022
(39:39) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
(40:47) Crypto is a speculator's game
(45:25) Are these tokens securities?
(59:19) Producer Rachel tees up this week's OK Boomer
(1:00:33) OKB: Natalie Barbu of Rella 1:25:16 Outro + Plugs Lees meer -
$AMZN acquiring One Medical, The Snyder Cut bot army, + maybe some Jay Trading | E1514
22 juli 2022 · 52 min
First up, Jason and Molly break down Amazon acquiring One Medical for $3.9B — what is the long-term strategy here (2:44)? And you know it's Thursday, so you know we had to have Lon Harris on the show (16:36). We break down the Snyder Cut bot craziness (24:38), and Netflix's path forward (37:25). There might even be a Jay Trade involved!
(0:00) Jason and Molly tee up the show!
(2:44) Amazon acquired One Medical for $3.9B
(14:20) Prometheus - Go to Prometheusalts.com or download it on the App Store and use the access code TWIST to sign up
(16:36) Lon Harris joins for This Week in Streaming: "Cryptoqueen" pilot
(22:31) Intercom - Get advanced Intercom features and Early Stage Academy at a 95% discount bit.ly/earlystage22
(24:38) Rolling Stone reported The Snyder Cut was fueled by a bot army
(32:43) Microsoft for Startups Hub - Apply in 5 minutes, no funding required, sign up at http://aka.ms/thisweekinstartups
(34:49) Thoughts on Amazon's streaming service
(37:25) Jay Trading? Thoughts on Netflix's path forward
(46:30) Wrapping up and picking a new show
(50:30) Outro Lees meer -
Jay Trading: $NFLX Q2 earnings, The Blueprint E2: when to quit your job, + more | E1513
21 juli 2022 · 1 uur 19 min
Yesterday, Netflix released its Q2 earnings, and this prompted Jason to make some Jay Trades (2:53). Then, we have our second installment of "The Blueprint," where Jason breaks down when you should quit your job (45:14). Finally, we wrap with our Startup of the Day: BeReal (1:06:48).
(0:00) Jason and Molly tee up today's show!
(2:53) Jay Trading: Jason does some Jay Trading in relation to the Netflix Q2 results
(10:27) BairesDev - Go to https://www.baires.dev/twist
(11:50) Netflix reported Q2 earnings yesterday, they were meh
(14:38) What's the problem at Netflix?
(24:27) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist
(25:42) Prediction: Disney+ will exceed Netflix
(28:01) Jay Trading: Disney
(30:20) What would make you buy Netflix?
(37:00) Two other ideas for Netflix
(44:18) Visa - Learn more about Visa's online Small Business Hub at Visa.com/smallbusinesshub.
(45:14) The Blueprint E2: when should you quit your job?
(1:06:48) Startup of the Day: BeReal
(1:17:39) Coming up this week Lees meer -
Ask an Angel with Zach Coelius: practical advice for founders and investors in a downturn | E1512
20 juli 2022 · 1 uur 40 min
Molly had a big board meeting today, so we had our guy Zach Coelius join for another version of Ask an Angel (1:32). Zach and Jason share their thoughts on remote work (4:40), the downturn (22:10), and then they answer audience questions (41:22). It's a solid episode for founders and investors!
(0:00) Jason intro's today's Ask an Angel episode with Zach Coelius
(1:32) Ask an Angel with Zach Coelius
(4:40) Zach's thoughts on remote work
(13:19) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/TWIST
(14:37) Managing a company post-COVID
(17:00) Who shines in the remote work era?
(20:51) Notion - Get $250 off by using code TWIST at https://notion.so
(22:10) The downturn: will people cancel or review their SaaS bills?
(26:09) How many of Zach's founders have prepped for the downturn?
(30:50) Odoo - Get your first app free and a $1000 credit at https://odoo.com/twist
(32:02) Don't try to invest in pre-product market fit companies when you're first starting out (unless you know the founder's awesome)
(41:22) Q&A: How do you think about competition in the same market in the early stages?
(46:43) What are the top buzzwords you're staying away from as investors right now?
(59:00) Would you invest in SF?
(1:04:00) How much dilution after seed rounds turns into a red flag?
(1:06:14) Should the equity grant occur during financings or the board meeting?
(1:09:15) What does Zach focus on in terms of diligence?
(1:19:30) As a founder, when should you provide pro rata to angels and when not?
(1:25:10) Have you ever advised a founder to leave the CEO role?
(1:32:29) How long do you think the down market is going to be and what's your strategy? Lees meer -
Andy Jassy's lobbying efforts, small US cities enticing remote workers, Phaidra Series A | E1511
19 juli 2022 · 59 min
Today, Amazon CEO Andy Jassy is celebrating his one-year anniversary, and the NYT published an interesting profile that has a lot to do with regulatory scrutiny (3:01). Then we cover the boom of remote work incentive programs all over the US to attract remote tech workers (27:00). And, we get into an awesome new company called Phaidra in our Series A segment… some former DeepMind engineers started an awesome machine learning company (40:16). And we wrap with a great story about retail investors who have the same thesis as Jason (47:51).
(0:00) Jason and Molly tee up today's show
(3:01) NYT published a profile of Amazon CEO Andy Jassy on his one-year anniversary of becoming CEO, and it had some interesting tidbits
(12:28) LinkedIn Jobs - Post your first job for free at https://linkedIn.com/twist 13:44 More on the legislation discussed in the NYT article
(21:37) Microsoft for Startups Hub - Apply in 5 minutes, no funding required, sign up at http://aka.ms/thisweekinstartups
(22:54) Bezos is running for president (prediction)
(27:00) WSJ reported 71 cities and towns in the US are now offering remote work incentive programs
(37:19) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist
(38:33) Producer Nick chimes in on remote workers in Manhattan
(40:16) Series A: Phaidra s a startup selling machine learning software that regulates temperatures at power plants and industrial factories
(47:51) WSJ reported some amateur investors see the declining state of the stock market as a chance to double down
(56:08) Over the weekend Jason tweeted, "Terrify your investors in 5 words." These were the best replies Lees meer -
Taking the leap on valuation, strategic retreats (VC School), + more | E1510
17 juli 2022 · 59 min
On today's episode of VC Sunday School, Molly asks Jason about taking the leap on valuation (2:10) and best practices for strategic retreats (11:41). Then, Molly speaks with Meiling Gao and David Lu of Clarity Movement, to talk about their hardware for measuring air quality (33:25).
(0:00) Jason and Molly intro today's show!
(2:10) VCSS: Taking the leap on valuation
(10:28) Embroker - Get an extra 10% off insurance for your business at https://Embroker.com/twist
(11:41) VCSS: strategic retreats
(27:44) Microacquire - Sell your business with no fees at https://try.microacquire.com/twist
(29:01) VCSS Bonus Round: Does age matter in founders?
(32:15) Molly tees up This Week in Climate Startups
(33:25) TWiCS: David Lu + Meiling Gao of Clarity Movement
(38:00) Brave - download Brave today at https://brave.com/twist to browse faster, search privately and so much more.
(39:17) TWiCS: More on Clarity Movement's air pollution measurement hardware
(57:49) Outro + Plugs Lees meer -
$AMZN considers dropping "Basics", FCC Commissioner Carr on banning TikTok + more | E1509
16 juli 2022 · 1 uur 23 min
Today, we cover the WSJ reporting on Amazon thinking of exiting the private-label business entirely (2:26). Then, Jason talks to FCC Commissioner Brendan Carr about banning TikTok in the US (15:23). And of course, we wrap with another episode of OK Boomer from Producer Rachel (56:17).
Check out BuzzFeed's report on TikTok: https://www.buzzfeednews.com/article/emilybakerwhite/tiktok-tapes-us-user-data-china-bytedance-access
(0:00) Jason and Molly tee up today's show
(2:26) WSJ spoke to anonymous sources who told them Amazon is talking about exiting the private-label business entirely
(14:09) Vanta - Get $1,000 off automating your SOC 2 at https://vanta.com/twist
(15:23) Jason speaks with FCC Commissioner Brendan Carr about potentially banning TikTok in the US
(21:56) Prometheus - Go to Prometheusalts.com or download it on the App Store and use the access code TWIST to sign up!
(24:14) Reciprocity with a potential TikTok ban
(31:55) UserTesting - Get real human insights from customers, try for free today at https://usertesting.com/twist
(33:06) Should the military ban on TikTok mean it should be banned by Google and Apple?
(44:40) Concerns over DJI drones
(56:17) Producer Rachel tees up this week's OK Boomer segment
(1:01:10) OKB: Producer Rachel speaks with Eric Button, co-founder of Contrast
(1:20:42) Outro + Plugs Lees meer -
Jay Trading, Stripe valuation cut, $NFLX ads, $PTON outsourcing, + more | E1508
15 juli 2022 · 1 uur 17 min
Today, Jason makes his first investment in our new Jay Trading segment (which is not investing advice), and Jason and Molly break it down (3:22). Then, we do a little segment called "Series A & M&A" (24:40)! We also cover Stripe's 409A valuation (37:52). And of course, we have to cover the Netflix + Microsoft partnership (45:50). Finally, we wrap with Peloton outsourcing their hardware manufacturing (57:00).
(0:00) Jason and Molly tee up today's show!
(3:22) Jay Trading: Bill Gurley bought ~1M shares of Stitch Fix yesterday for a total of $5.4M and the stock popped as much as 15% on the news
(14:17) Liquid I.V. - Feel better faster. Get 25% off at https://liquid-iv.com using promo code TWIST
(15:30) Talking revenue and profit
(23:18) Wealthfront - Get your first $5,000 managed for free, for life at https://wealthfront.com/TWIST
(24:40) Series A and M&A: You.com
(35:59) Harmonic - Get $4000 off at harmonic.ai/twist
(37:52) WSJ reports that Stripe just cut its internal valuation by 28%
(45:50) Netflix named Microsoft as its global advertising technology and sales partner
(57:00) Peloton is going to stop making its own bikes and tread machines, opting to outsource all manufacturing to Taiwan
(1:06:00) M&A: Battery Ventures announced a $3.8 billion raise
(1:15:07) Outro + Plugs Lees meer -
The Blueprint E1: Branding yourself, + Jeffrey Pfeffer on the 7 Rules of Power | E1507
14 juli 2022 · 1 uur 17 min
Today we kick off our new series, "The Blueprint." Jason gives practical advice on how to brand yourself (1:33). Then, Jason sits down with Stanford professor and author Jeffrey Pfeffer to talk about his new book, "7 Rules of Power: Surprising--but True--Advice on How to Get Things Done and Advance Your Career" (14:36).
(0:00) Jason tees up today's show!
(1:33) The Blueprint E1: branding yourself
(13:39) Visa. Learn more about Visa's online Small Business Hub at Visa.com/smallbusinesshub.
(14:36) Jeffrey Pfeffer speaks about his book "7 rules of Power"
(28:26) LinkedIn Marketing - Get a $100 LinkedIn ad credit at https://linkedin.com/thisweekinstartups
(29:56) Break the rules: Why are people so uncomfortable breaking the rules?
(37:41) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist
(38:58) Show up in a powerful fashion: body language
(41:45) Building a brand
(50:12) Use your power
(53:53) Trump using his power
(56:46) Once you have power, what you did will be forgiven forgotten or both
(1:01:42) Q&A: how do introverts exert power?
(1:02:46) Best networking tips Lees meer -
3AC liquidation chaos, Taibbi's USDC deep dive, startup employee advice + more | E1506
13 juli 2022 · 56 min
First, we break down the 3AC situation where the founders were reportedly MIA for about 12 hours (1:52). It's a complex situation, and we try and make sense of it. Then, we cover Matt Taibbi's deep-dive article on Circle (8:10). Jason also gives his thoughts on a recent Twitter thread about how to succeed as a low-level startup employee (33:27). And we wrap with a little M&A story from Spotify (40:50)!
(0:00) Jason tees up today's topics!
(1:52) Bloomberg reported that liquidators in charge of handling Three Arrow Capitals bankruptcy have NOT been able to locate the founders
(8:10) Investigative reporter Matt Taibbi spent time researching the Crypto Crash, and warns against investing in Circle's stablecoin USDC
(11:51) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
(13:08) Red flags Taibbi found
(24:11) Embroker - Get an extra 10% off insurance for your business at https://Embroker.com/twist
(25:25) Making sense of the crypto crash
(32:16) Assure - To get 20% off your first Special Purpose Vehicle (SPV) visit https://Assure.co/twist
(33:27) Zach Weinberg had an interesting thread about how to stand out as a low or mid-level startup employee
(40:50) Spotify has acquired a Wordle-like daily game for your ears called: Heardle!
(46:56) Previewing the week ahead
(53:17) Outro + Plugs! Lees meer -
Twitter deal called off, Uber leaks, + Apple Car setbacks | E1505
12 juli 2022 · 1 uur
Today we talk about the Elon Musk & Twitter deal-or-no-deal (2:14). Then we get into two big pieces of Uber news today: first, over a hundred thousand leaked documents about Uber's aggressive expansion efforts back in the early days (20:47), and second, present-day Uber under Dara is testing out geo-located ads (33:18). Finally, we've also got some insider dirt from Apple's autonomous car efforts (49:20).
(0:00) Jason and Molly intro today's show
(2:14) Elon Musk calls off the Twitter deal
(12:49) Dell For Startups - Apply for Dell for Startups and get an additional 10% off of all Dell Latitude products at http://dell.com/twist
(13:58) Is Twitter a niche product?
(19:28) This podcast is sponsored by BetterHelp - Get 10% off your first month at https://betterhelp.com/twist
(20:47) The Guardian obtained 124,000 leaked internal documents from Uber's global expansion phase under Travis
(32:04) Thorne - Personalized, science-back wellness. Get 10% off your first order at thorne.com/u/TWIST
(33:18) Uber is testing its ad business
(49:20) Apple Car project has faced repeated setbacks
(58:39) Outro + Plugs Lees meer -
Molly's first 6 months as an investor (VC School), + EV battery recycling | E1504
10 juli 2022 · 48 min
For today's VC Sunday School, Jason asks Molly what she's learned in her first six months as a venture capitalist (1:59). Then, on This Week in Climate Startups, Molly speaks with siblings Steven and Zora Chung of ReJoule about EV battery recycling (18:52).
(0:00) Jason and Molly intro the show
(1:59) VCSS: Molly's first 6 months as an investor recap
(14:06) Bubbles - Get your point across with unlimited screen and video recordings for free at https://usebubbles.com/twist
(15:24) Toss to TWiCS
(18:52) TWiCS: Zora and Steven Chung, co-founders of ReJoule
(22:51) Brave - Download Brave today at http://brave.com/twist to browse faster, search privately and so much more
(24:08) Explaining the ReJoule technology like we're 10
(30:03) iTrust Capital - Visit https://itrust.capital/twist to create your Crypto IRA today
(31:06) What's ReJoule's business model?
(44:18) Outro + Plugs Lees meer -
Frost Giant CEO Tim Morten on gaming business models, Esports & more | E1503
9 juli 2022 · 1 uur 40 min
Today, Jason sits down with Frost Giant CEO Tim Morten to discuss the gaming business models, Esports, and more (1:50). Then, on this week's OK Boomer segment, Producer Rachel speaks with Richard Mensah, co-founder of Salley, about being an international founder (1:09:45).
(0:00) Jason and Molly introduce today's show
(1:50) Jason speaks with Production Director & CEO of Frost Giant, Tim Morten
(11:15) PolicyGenius - Head to https://www.policygenius.com to get your free life insurance quotes and see how much you could save
(12:25) Running a game studio as a startup
(21:54) Vanta - Get $1,000 off automating your SOC 2 at https://vanta.com/twist
(23:09) Business model changes in the gaming industry
(30:40) Intercom - Get advanced Intercom features and Early Stage Academy at a 95% discount https://www.intercom.com/early-stage
(32:56) Raising money as a gaming startup
(1:09:45) Producer Rachel tees up this week's OK Boomer
(1:12:37) OKB: Richard Mensah, Co-Founder of Salley, on being an international founder
(1:36:51) Outro + Plugs Lees meer -
Balwani found guilty, Crypto crash updates, + Turkey's rare earth discovery | E1502
8 juli 2022 · 57 min
First, we cover some breaking news: Theranos ex-president Sunny Balwani has been found guilty of fraud (2:27). Then we dive into crypto: those responsible for the lack of crypto regulation in the US might also have significant crypto investments themselves, and the US is currently trying to change that (13:42). Then a big class-action lawsuit hits Solana and takes aim at VCs (23:09). But it's not all bad news, we cover the Turkish government claiming it just discovered almost 700M metric tons of rare earth materials (39:29). And finally, our startup of the day is a job board for warehouse workers (49:27)!
(0:00) Jason and Molly tee up today's topics!
(2:27) Sunny Balwani found guilty of fraud
(12:26) Microsoft for Startups Hub - Apply in 5 minutes, no funding required, sign up at http://aka.ms/thisweekinstartups
(13:42) US officials that invest in crypto can't work on crypto-related policies and regulation that could affect the value of their assets
(21:42) Masterworks - Skip the waitlist to invest in art using promo code TWIST at https://Masterworks.io/twist
(23:09) Key players in the Solana ecosystem are being accused of illegally profiting off the blockchain's token SOL
(36:05) Crypto firm Uprise lost 99% of customer funds trying to short LUNA tokens during the Terra/Luna collapse last month
(38:12) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
(39:29) The Turkish government is claiming it just discovered almost 700M metric tons of rare earth materials
(49:27) SotD: Traba has a job board that helps entry-level workers find shifts at fulfillment centers and event venues
(53:41) Outro + Plugs! Lees meer -
Crypto Updates: Voyager files bankruptcy, Celsius pays debt, + Jason Q&A | E1501
7 juli 2022 · 1 uur 14 min
Molly is out today, but don't worry- we still have crypto news to cover. Crypto firm Voyager Digital filed for bankruptcy (2:14), and crypto loan company Celsius paid some debts (10:43). Finally, Jason takes some questions in today's Ask Jason segment (25:35)!
Voyager Bankruptcy Filing: https://cases.stretto.com/public/x193/11753/PLEADINGS/1175307062280000000036.pdf
(0:00) Jason introduces today's show!
(2:14) Crypto Update: Voyager Digital filed Chapter 11 bankruptcy late last night
(9:31) Embroker - Get an extra 10% off insurance for your business at https://Embroker.com/twist
(10:43) Celsius just unlocked 2000 "wrapped Bitcoin" (~$40M worth) by paying down ~$183M of debt to another crypto lender
(24:21) Thorne - Personalized, science-back wellness. Get 10% off your first order at thorne.com/u/TWIST.
(25:35) Ask Jason: Jason answers your questions
(26:27) Would you ever apply to Shark Tank as a judge or create your own version with the besties?
(29:23) Trying to bootstrap as long as possible, but when is it ok to quit your day job?
(34:16) Indochino - Get $50 off any purchase of $399 or more by using code TWIST at checkout https://www.indochino.com
(35:34) When a previous investment asks for more money, how do you decide whether or not to double down?
(41:56) I'm about to raise a seed round… should growth be the target or generating positive cash flow?
(45:04) What current FAANG CEOs would you like to interview? What insights would you look for?
(48:00) What are "pre" and "post" money?
(48:43) Do you entertain pro-rata multiples?
(58:31) How is the electric bike effort going?
(1:04:00) What Gen Z startups have excited you from the OK Boomer segment or your staff?
(1:11:31) Outro + Plugs Lees meer -
"Minions" record-breaking viral strategy, TikTok algo, reframing semiconductors & energy | E1500
6 juli 2022 · 51 min
On today's show, Molly and Jason catch up after the long weekend (0:00) before breaking down how the new "Minions" movie broke a box office record by using TikTok, catchy hooks, and viral marketing (5:19). They also cover TikTok dropping plans to expand its ecommerce platform into the US and Europe (29:52), before covering the "Chips Act" stalemate and discussing how we should reframe semiconductor manufacturing and energy independence as national defense issues (35:50). Lees meer
Links referenced in the show:
https://www.frontiersin.org/articles/10.3389/fnhum.2021.578644/full
https://www.bloomberg.com/opinion/articles/2022-07-04/chipmakers-and-us-congress-are-playing-a-stupid-game-of-chicken -
VC School: What's a venture scale business + Matt Duesterberg of OhmConnect | E1499
3 juli 2022 · 48 min
For today's VC Sunday School, Molly asks Jason about what makes a venture scale business (2:20). Then, for This Week in Climate Startups, Molly sits down with Matt Duesterberg, co-founder of OhmConnect (19:38).
(0:00) Jason and Molly tee up today's show (2:20) VCSS: What is a "venture scale business"? (12:15) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist (13:31) More on being venture scale (17:35) Molly tees up This Week in Climate Startups (19:38) TWiCS Molly speaks with Matt Duesterberg, co-founder of OhmConnect (26:14) Odoo - Get your first app free and a $1000 credit at https://odoo.com/twist (27:25) How is OhmConnect paid? (32:10) Microacquire - Sell your business with no fees at https://try.microacquire.com/twist (33:27) OhmConnect energy savings, Gigawatt v. terawatt, $55M Series D (46:02) Thanks for tuning in, and have a happy 4th! Lees meer -
Crypto crash updates, Sequoia's structure, $ZM product expansion, Starlink & more | E1498
2 juli 2022 · 1 uur 31 min
First, we cover an update from the BlockFi CEO denying that FTX is buying them for $25N (2:33), and we have a couple more crypto quick hits (5:51) before we touch on Sequoia's largest investments being down 70% (34:01). Klarna is raising way down at a $6B valuation (45:23), Zoom is looking to expand beyond video conferencing, (54:50), and the FCC approved Starlink to supply internet to moving vehicles (57:40). Finally, Rachel speaks with co-founder and CEO of Stages, Jared Downing, for this week's OK Boomer (1:08:23).
(0:00) Jason and Molly tee up today's show! (2:33) More info on BlockFi/FTX sale: CEO of BlockFi denied $25M sale to FTX (5:51) Crypto exchange CoinFlex having public feud w/investor who had a reported $47M loan from the company (12:34) Vanta - Get $1,000 off automating your SOC 2 at https://vanta.com/twist (13:44) More on contracts (17:40) CFTC charged Mirror Trading International for fraud over promise of passive income returning 10% a month (26:44) Helpware - Go to https://helpware.com/TWIST to get $1000 off your first invoice (27:54) OneCoin not on blockchain and had no real value (32:43) BairesDev - Go to https://www.baires.dev/twist and get $10k off when you sign your first contract (34:01) Two of Sequoia's largest investments, Unity and DoorDash, have each fallen over 70% off their public peaks (45:23 Swedish BNPL startup Klarna is raising at $6.5B - 1/7th of what they were valued June 2021 (51:48) Breaking: BlockFi says it will be bought by FTX for up to $240 million (54:50) Zoom looking to expand outside of just video conferencing (57:40) SpaceX gets new FCC Starlink authorization for trucks and boats! (1:06:21) Producer Rachel tees up this week's OK Boomer segment (1:08:23) OKB: Jared Downing, co-founder, and CEO of Stages (a live-streaming platform) (1:28:43) Outro + Plugs (Bye Producer Justin! We'll miss you) Lees meer -
FTX buys BlockFi for $25M, Sequoia raising $2.25B, AI Umpires for MLB, Substack layoffs | E1497
1 juli 2022 · 1 uur 20 min
First, we talk about Meta's new Facebook Groups overhaul that looks like Discord (2:35). Then we touch on Sequoia raising over 2 billion for its US venture and growth funds (20:31) and FTX acquiring BlockFi for $25M, 99% below their last private valuation (32:08). For our We Live in the Future, the MLB is looking to automate home plate umpires by 2024 (52:17). Finally, it appears Subtstack is making some cuts after saying it wouldn't (1:04:48).
(0:00) Jason and Molly intro the show! (2:35) Meta copying discord with new Facebook feature (12:48) Zapier - Try for free today at https://zapier.com/TWIST (14:05) Probably don't work for Facebook or meet with them (19:20) UserTesting - Get real human insights, try for free today at https://usertesting.com/twist (20:31) Sequoia raising $2.25B across 2 new funds (30:50) Grammarly - Sign up for a free account at https://grammarly.com/TWIST to sign up for a free account! (32:08) FTX acquiring BlockFi for ~$25 million - 99% below BlockFi's last private valuation (52:17) WLiTF: MLB will likely introduce robot umpires in 2024 (1:04:48) Substack cuts 14% of staff (1:18:13) Outro + Plugs! Lees meer -
Downtown Josh Brown & Michael Batnick on Disney+, Peloton, Knicks, podcasting, markets, & more | E1496
30 juni 2022 · 1 uur 9 min
Today, Jason is joined by the hosts of "What are your thoughts?" Downtown Josh Brown (CEO of Ritholtz Wealth Management) and Michael Batnick (Managing Partner at Ritholtz Wealth Management). They discuss the Knicks (1:22), Podcasting (14:25), markets (26:20), Disney (37:52), and more. Finally, Jason takes some audience questions (44:50).
(0:00) Cold Open (1:22) Downtown Josh Brown & Michael Batnick join Jason: catching up and talking basketball (13:10) Coda - The All-in-one doc for teams, get a $1,000 credit at https://coda.io/twist (14:25) Audio as a media business (18:50) Why can't the Knicks get great young talent to want to come? (20:35) ActiveCampaign - Get 10% off your ActiveCampaign subscription today at https://activecampaign.com/promo/twist (21:46) What's it like being involved with the Warriors? (26:20) Market dynamics (36:25) LinkedIn Marketing - Get a $100 LinkedIn ad credit at https://linkedin.com/thisweekinstartups (37:52) Building a Disney position (44:50) Questions from the audience: Jason's thoughts on RobinHood (59:12) Most exciting recent investment for Jason (1:06:30) Last question (1:07:30) Outro Lees meer -
SBF buys the crypto dip, hedge funds short Tether, VC funding down, flying nuclear cruise mockup | E1495
29 juni 2022 · 1 uur 26 min
First, we dig into the crypto contagion where FTX CEO Sam Bankman-Fried is stepping in to backstop crypto lenders (2:56). Then, we check in on the billions of dollars sitting in SPACs- remember those (39:27)? We do a quick hit on the venture market drying up in Q2 (54:27) before we get into our We Live in the Future: a mockup of a SkyCruise luxury airliner that uses nuclear power and never lands (1:16:36).
(0:00) Jason and Molly tee up today's show! (2:56) FTX CEO Sam Bankman-Fried seems to be acting as the crypto industry's personal backstop right now (11:25) Embroker - Get an extra 10% off insurance for your business at https://Embroker.com/twist (12:38) Reaction to SBF crypto bailouts/loans (17:47) Traders short Tether: According to WSJ, multiple hedge funds have shorted Tether in trades worth hundreds of millions of dollars (22:24) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist (23:41) Tether's CTO's tweet storm (33:52) Thorne - Personalized, scientific wellness. Go to https://Thorne.com/u/TWIST (35:08) Gary Gensler clip: "tokens have key assets of securities besides bitcoin" (39:27) Well over $100B sitting in SPACs looking for companies to invest in (54:27) VC funding is down to the lowest levels since 2020 (1:16:36) WLITF: SkyCruise, a flying hotel that never lands (1:23:30) Coming up on This Week in Startups Lees meer