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Archegos founder arrested, Bolt sued by Authentic Brands, $GOOG & $MSFT earnings, Apple sells repair parts, EV Corvette | E1445
28 april 2022 · 1 uur 12 min
All news. First we break down the SEC's allegations from one of the craziest financial stories since Bernie Madoff, Archegos Capital (4:20). Then cover: Bolt being sued by its largest customer (28:47), Google and Microsoft's Q1 2022 earnings for the first quarter (42:45) and Apple selling iPhone spare parts and repair tools (1:02:10). We wrap with GM's EV corvette announcement (1:07:20). Lees meer
00:00 Jason and Molly tee up today's news stories 04:20 Archegos Capital owner Bill Hang and its CFO were arrested this morning for concealing billions of dollars of leverage that led to the firm closing last March 10:25 Cyvatar - Get your first 2 months free at https://cyvatar.ai/twist 11:42 More on the Archegos Capital fraud and losses 22:17 Odoo - Get your first app free and a $1000 credit at https://odoo.com/twist 23:23 Family Offices and the Archegos fraud 28:47 Bolt sued by their largest customer for failing to deliver on product & potentially, maybe, allegedly committing light securities fraud? 38:42 Coda - The All-in-one doc for teams, get a $1,000 credit at https://coda.io/twist 39:58 Facebook Q1 revenue up 7% y/y, net income down 21% y/y 42:45 Google reported earnings yesterday after the markets closed 51:58 Microsoft reported earnings yesterday after the markets closed 56:58 Manscaped released their Q4 and 2021 full year earnings 1:02:10 Apple acting on Right to Repair 1:07:20 Chevy is making an electric Corvette
FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood -
Jack's Twitter take & employee reactions, Medical NFTs, Hopin's $200M founder secondary sale | E1444
27 april 2022 · 1 uur 13 min
All news. We break down, Jack chiming in on Twitter's sale to Elon Musk and the employee reactions (2:21). Then, we talk about an NFT project where Doctor influencers on TikTok are selling access to medical advice (40:02). To wrap, we cover Hopin's fundraising at a large valuation, its founder's $195M secondary sale and more (52:27). Lees meer
(00:00) Jason and Molly tee up today's news stories (02:21) What did "Jack After Dark" have to say about Twitter deal? (14:56) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/TWIST (16:05) Jack feels Elon and Parag want Twitter to be maximally trusted and broadly inclusive (20:30) How are Twitter employees feeling about the Elon Twitter deal? (27:14) Embroker - Get an extra 10% off insurance for your business at https://Embroker.com/twist (28:29) Twitter has locked down any changes related to their platform to keep employees from "going rogue" (35:01) Vanta - Get $1,000 off automating your SOC 2 at https://vanta.com/twist (36:15) People do their best work with Elon (40:02) TikTok famous doctors are getting into NFT's, and it's a mess (52:27) Hopin: virtual event startup struggles, their founder cashed out to $195M
FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood -
Twitter accepts Elon's buyout offer, EU's new algo rule, Pipedream Labs: Hyperloop for package delivery | E1443
26 april 2022 · 1 uur 9 min
First, we cover Twitter's Board accepting Elon Musk's take-private deal (1:41). Then, we cover a new EU social media regulation that will increase algorithm transparency called the Digital Services Act (41:34). Our startup of the day is Pipedream Labs which is making a Hyperloop for package delivery (53:37). Lees meer
(00:00) Jason and Molly intro today's big news stories (01:41) Elon Musk has acquired Twitter (10:58) Coda - The All-in-one doc for teams, get a $1,000 credit at https://coda.io/twist (12:14) Billionaires buying companies (23:15) Ourcrowd - Check out the deal of the week at https://ourcrowd.com/twist (24:22) Should Twitter expand its paid product? (27:00) Doing a little dunking… (33:30) Rocket - Go to http://getrocket.com/twist and use promo code TWIST for 20% off your first placement. (33:47) Elon's back and forth with the Saudi's (38:00) Bill Gates' short position on Tesla (41:34) EU requiring tech companies to explain algorithms (53:05) We Live in the Future: Pipedream labs is building an underground delivery system (1:02:17) Thesyndicate.com/climate update
FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood -
VC School: Deal Memos + Sphere CEO Alex Wright-Gladstein (Climate) | E1442
24 april 2022 · 49 min
First, in a VC Sunday School segment, Jason explains his approach to deal memos (01:42) and what parts of a memo are most important. Then, in a This Week in Climate Startups segment, Molly chats with Alex Wright-Gladstein of Sphere (17:06) about offering climate friendly retirement plan options (21:43), financial incentives and more. Lees meer
(00:00) A teaser from today's VCSS (01:42) VCSS: Deal Memos (10:06) iTrust Capital - Visit https://itrust.capital/twist to create your Crypto IRA today (11:13) Which parts of deal memos do people really read? (17:06) TWiCS w/Alex Wright-Gladstein of Sphere (20:22) Microacquire - Sell your business with no fees at https://try.microacquire.com/twist (21:43) What makes it hard to have climate friendly options? (30:44) Cyvatar - Get your first 2 months free at https://cyvatar.ai/twist (32:03) How does everybody get paid?
FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood -
Twitter funding secured, Boring Co. raises $675M, Amazon's $1B VC fund, Ackman's $400M loss + The Lunar Society: Dwarkesh Patel | E1441
23 april 2022 · 59 min
First Jason and Molly do four rapid news stories: Elon securing funding for the Twitter buyout (03:20), Bill Ackman's $430M loss on Netflix (11:48), The Boring Company's $675M raise (18:47), Amazon's $1B Industrial Innovation fund (28:56). Then, Producer Rachel interviews Dwarkesh Patel of The Lunar Society Podcast (37:12), he's a recent computer science graduate and one of the 42 people Jeff Bezos follows on Twitter! Lees meer
(00:00) Jason and Molly intro today's show (03:20) Elon secures funding (09:59) Intercom - Get advanced Intercom features and Early Stage Academy at a 95% discount https://www.intercom.com/early-stage (11:24) A little more on Elon solving the bot problem (11:48) Ackman's $430M loss (18:47) Boring Co's $675M raise (23:17) Microsoft for Startups Hub - Apply in 5 minutes, no funding required, sign up at http://aka.ms/thisweekinstartups (24:35) The grand vision of The Boring Co. (28:56) Amazon's $1B fund (32:51) Thorne - Personalized, scientific wellness. Go to https://Thorne.com/u/TWIST (34:15) Introducing the OK Boomer Segment (37:12) Dwarkesh Patel of The Lunar Society Podcast
Check out The Lunar Society: https://www.dwarkeshpatel.com/
Follow Dwarkesh: https://twitter.com/dwarkesh_sp
FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood -
TSLA earnings + Streaming: WeCrashed & Severance review, CNN+ demise, Netflix's future | 1440
22 april 2022 · 1 uur 37 min
First, Jason and Molly cover Tesla's strong Q1 and gems from the earnings call (2:22), then Lon Harris joins (31:32) to discuss WeCrashed episode 7 (34:17), Severance episodes 1-3 (58:46), Netflix's rough Q1 and quality drop off (1:13:35) and CNN+ shutting down (1:26:40). Lees meer
(00:00) Jason and Molly intro today's news topics and their chat with Lon Harris (02:22) Tesla had a blowout quarter in Q1 earnings (14:12) Rocket - Go to http://getrocket.com/twist and use promo code TWIST for 20% off your first placement. (15:33) Thinking of ways Tesla's robotaxis could work (21:37) LinkedIn - Post your first job for free at https://linkedIn.com/twist (22:52) The power of Optimus; OpenAI getting sentient? (29:06) iTrust Capital - Visit https://itrust.capital/twist to create your Crypto IRA today (31:32) Talking WeCrashed, Severance, Netflix, and CNN+ with Lon Harris (34:17) WeCrashed ep. 7 (SPOILERS) (58:46) Severance ep. 1-3 (SPOILERS) (1:13:35) Lon on Netflix dropping subscribers for first time since 2011 (1:26:40) Lon on Warner Bros Discovery shutting down CNN+ April 30th
FOLLOW Lon: https://twitter.com/lons FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood -
Netflix earnings breakdown, Kushner's $3B pitch deck, CNN+ on pause, Grubhub for sale | E1439
21 april 2022 · 1 uur 29 min
First, we break down Netflix's earnings and discuss where Netflix's content strategy might have gone wrong (2:46). Then, Jason pitches Jared Kushner's leaked PE firm fundraising deck (35:15). We wrap with a discussion of Warner Bros. Discovery possibly killing CNN+ (56:27) and Just Eat Takeaway announcing they are looking into selling Grubhub, 10 months after finalizing a $7B acquisition (1:13:21)! Lees meer
(00:00) Jason and Molly intro today's news show
(02:46) Netflix reported a drop in subscribers for the first time ever in their Q1 earnings report
(13:54) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.co/twist
(15:14) Netflix vs. other streaming platforms
(24:47) Coda - The All-in-one doc for teams, get a $1,000 credit at https://coda.io/twist
(26:06) Does Netflix need to take more risks with content?
(34:11) Odoo - Get your first app free and a $1000 credit at https://odoo.com/twist
(35:15) Jared Kushner's $3B VC pitch deck was leaked by The Intercept… it's exactly what you might expect
(56:27) Axios reports CNN+ is already in danger of being canned 3 weeks after launch
(1:13:21) Just Eat Takeaway announced they're looking to sell Grubhub after finalizing $7.3B acquisition of the company just 10 months ago
(1:22:22) WeLove Adam Neumann
(1:25:06) All In Summit 30 days awayFOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood -
Jack's candid Twitter takes, FB invests in African internet, Regent's electric Seaglider, Better.com layoffs | E1438
20 april 2022 · 1 uur 11 min
First, Jack is getting candid about Twitter's board dysfunction (2:14). Then, we cover Facebook's internet infrastructure development projects in Africa (24:31) and Better.com's new round of layoffs (33:53). Our startup of the day is Regent, which is making a regional seaplane (46:51). We wrap with a discussion of Zendesk considering a sale (1:01:34) and Telsa's third act (1:04:57). Lees meer
(00:00) Jason and Molly intro today's news (02:14) "Jack After Dark" Dorsey tweeting candidly about twitter's board (13:20) Vanta - Get $1,000 off automating your SOC 2 at https://vanta.com/twist (14:33) What were Jack Dorsey's plans? (23:13) Embroker - Get an extra 10% off insurance for your business at https://Embroker.com/twist (24:31) Developing countries increasingly reliant on Meta for internet access (32:39) Rocket - Go to http://getrocket.com/twist and use promo code TWIST for 20% off your first placement. (33:53) Better.com started another round of layoffs (46:51) Startup of the day: Regent (1:01:34) Zendesk working with M&A advisor Qatalyst Partners on a potential sales (1:04:57) TechCrunch earnings preview saying we may get a look into Pt. 3 of Tesla's mission
FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood -
Q1 venture capital review, Twitter breaks, BeReal's new take on social & more | E1437
19 april 2022 · 1 uur
All-news show. First, we go over PitchBook's Q1 Venture Monitor report where VC fundraising is high, but portfolio exits are down (3:08). Then, we discuss how the incoming CNN CEO Chris Licht and Chris Sacca are both taking a Twitter break (33:35), and touch on Alex Jones' InfoWars filing for bankruptcy (44:33). Our startup of the day is new social app BeReal (53:55).
(00:00) Jason and Molly intro today's news stories (03:08) PitchBook and the NVCA released Q1 2022 Venture Monitor, results are staggering (12:32) Notion - Get started for free at https://notion.com/thisweekinstartups (13:49) Q1 US VC funds raised combined $73.8B, more than half of 2021's total of $131.5B (23:13) Microsoft for Startups Hub - Apply in 5 minutes, no funding required, sign up at http://aka.ms/thisweekinstartups (24:30) Investing in supercycles (32:23) Wealthfront - Get your first $5,000 managed for free, for life at https://wealthfront.com/TWIST (33:35) Twitter breaks (44:33) Alex Jones' InfoWars filed for bankruptcy (53:55) Startup of the day: BeReal
FOLLOW Jason: https://linktr.ee/calacanis
FOLLLOW Molly: https://twitter.com/mollywood Lees meer -
Twitter's takeover defense, Meta's AR project with The Verge's Alex Heath + Wordcab's Aleks Smechov + OK Boomer: Rachel Cantor | E1436
16 april 2022 · 2 uur 1 min
Friday variety show! First, The Verge's Alex Heath joins to talk about two big stories he recently broke (2:32): Facebook's plans for AR glasses and Twitter's internal reaction to Elon's takeover bid. Molly sits down with LAUNCH Accelerator founder Aleks Smechov whose company Wordcab specifically focuses on speech-to-text AI summaries (1:04:54). We wrap with an edition of OK Boomer where Producer Rachel talks to writer and marketer Rachel Cantor (1:18:51)! Lees meer
(00:00) Molly tees up today's variety show (02:32) Alex Heath from The Verge joins to discuss the news he broke on Facebook/Meta's further push into AR/VR (10:40) Coda - The All-in-one doc for teams, get a $1,000 credit at https://coda.io/twist (11:59) Mark Zuckerberg's ego in the AR/VR race, CTRL-labs acquisition a cool move or a fool move? (22:17) Gun.io - Get $250 off your first developer hire at https://Gun.io/twist! (23:33) Magic Leap & where is Microsoft in AR/VR? (33:24) Microsoft for Startups Hub - Apply in 5 minutes, no funding required, sign up at http://aka.ms/thisweekinstartups (34:41) Will Google get more involved with AR/VR? (38:04) Twitter's all-hands and future prospects (1:04:54) Introducing Molly's interview w/Wordcab's founder & CEO Aleks Smechov (1:07:10) Molly's interview w/Wordcab founder & CEO Aleks Smechov (1:18:51) Toss to OKB w/Rachel & Rachel Cantor of Tydo
FOLLOW Alex: https://twitter.com/alexeheath
FOLLOW Rachel: https://twitter.com/rachelcantor_
FOLLOW Aleks: https://www.linkedin.com/in/aleksandr-smechov/
Check out Wordcab: https://wordcab.com/
FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood -
Elon offers to take $TWTR private at $43B + Autonomous car drives away from police | E1435
15 april 2022 · 1 uur 10 min
All news show. First, Jason and Molly debrief after their Worldcoin interview (2:37). Next, they discuss Elon Musk's take-private offer for Twitter at $43B (08:50), the highlights from Elon's TED interview (15:33), and more (24:53). In a We Live in the Future segment, we react to a viral video of police pulling over self-driving Cruise car (58:38). Lees meer
(00:00) Jason and Molly intro today's Elon/Twitter packed news day (02:37) Discussing Worldcoin and dictating narratives (08:50) Elon offers to purchase all outstanding shares of Twitter and take the company private, a deal worth $43B (14:01) LinkedIn Marketing - Get a $100 LinkedIn ad credit at https://linkedin.com/thisweekinstartups (15:33) Elon Musk speaks at TED on 4/14/22 about open-sourcing the Twitter algorithm (23:32) Indochino - Get $50 off any purchase of $399 or more by using code TWIST at checkout https://www.indochino.com (24:53) Elon on increasing the trust in Twitter as a public platform (32:42) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist (34:04) Are Elon's claims about Twitter credible? (58:38) WLITF: Vid of police pulling over self-driving Cruise car goes viral
FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood -
Meta's 47.5% take rate + Worldcoin CEO Alex Blania: onboarding the globe to crypto | E1434
14 april 2022 · 1 uur 1 min
First, we cover Meta's announcement that they will be taking 47.5% creator fees on their Horizons platform (2:17) and A16Z's Crypto lead Chris Dixon ranking number one on the Forbes Midas List. Then, Jason and Molly chat with Worldcoin CEO Alex Blania to talk about the crypto project he launched with OpenAI CEO Sam Altman (11:08). Worldcoin is scanning people's irises with custom-made hardware and aspires to reach over 1 billion people (23:21). Alex addresses privacy concerns, scaling challenges (32:45) and more. Lees meer
(00:00) Molly Intros today's crypto episode (02:17) FB taking 47.5% cut of all transactions in their Horizon Worlds Metaverse (08:07) Chris Dixon named #1 VC in the world by Forbes (09:49) Coda - The All-in-one doc for teams, get a $1,000 credit at https://coda.io/twist (11:08) Interview with Alex Blania of Worldcoin (22:16) Odoo - Get your first app free and a $1000 credit at https://odoo.com/twist (23:21) Worldcoin's iris-scanner "Worldcoin Orb" (31:32) iTrust Capital - Visit https://itrust.capital/twist to create your Crypto IRA today (32:45) Discussing the controversy surrounding Worldcoin's iris scanning
Check out Worldcoin: https://www.worldcoin.org
FOLLOW Alex: https://twitter.com/alexblania
FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood -
Shopify Board proposes share restructuring + The Atlantic's Derek Thompson, Why American Teens Are So Sad | E1433
13 april 2022 · 1 uur 16 min
First we discuss Shopify planning 10-to-1 stock split & increasing CEO/Founder Tobi Luke's control from 34% to 40% (1:42). Then, the Atlantic's Derek Thompson joins to discuss his piece "Why American Teens Are So Sad" (25:59), including the impacts of new-parenting styles (33:38), social media (44:10) and infinite news.
Check out Derek's piece: https://www.theatlantic.com/newsletters/archive/2022/04/american-teens-sadness-depression-anxiety/629524/
FOLLOW Derek: https://twitter.com/DKThomp Lees meer(00:00) Jason and Molly tee up today's show (01:42) Shopify planning 10-to-1 stock split & increasing CEO/Founder Tobi Luke's control from 34% to 40% (14:31) Rocket - Go to http://getrocket.com/twist and use promo code TWIST for 20% off your first placement. (15:44) Is Tobi Luke pressing his advantage? (24:45) Vanta - Get $1,000 off automating your SOC 2 at https://vanta.com/twist (25:59) Talking to The Atlantic's Derek Thompson about his piece "Why American Teens Are So Sad" (32:14) Dell For Startups - Apply and get up to 45% off at http://dell.com/twist (33:38) How does parenting or over-parenting play into increased teenage sadness? (44:10) Should social media be regulated for kids similar to alcohol?
FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood
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Elon no longer joining $TWTR board, Breslow's Instacart case-study, NYT tells reporters to reduce time on Twitter | E1432
12 april 2022 · 1 uur
All news show. First, we discuss Twitter CEO Parag Agrawal announcing that Elon has reversed his decision to join Twitter's board (04:10) and the NYT's Editor telling reporters to stop tweeting so much in an internal memo (31:29). Then, we discuss Ryan Breslow's latest series of threads, including one claiming that Instacart's CEO was shadow-fired by Sequoia (44:35). Lees meer
(00:00) Jason on meeting Harrison Ford (01:42) Jason and Molly catching up (04:10) Elon reverses decision to join Twitter board, according to CEO Parag Agrawal (12:09) Microsoft for Startups Hub - Apply in 5 minutes, no funding required, sign up at http://aka.ms/thisweekinstartups (13:44) Molly's take on Elon's deleted tweets and board seat story (20:30) Assure - To get 20% off your first Special Purpose Vehicle (SPV) visit https://Assure.co/twist (22:04) Is Twitter dying and why? (30:08) Microacquire - Sell your business with no fees at https://try.microacquire.com/twist (31:29) NYT told its reporters to stop tweeting so much in an internal memo from executive editor Dean (44:35) Ryan Breslow posted another series of threads over the weekend, including one claiming that Instacart's CEO was shadow-fired by Sequoia
FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood -
Investing in down rounds (VC School) + The Lightsmith Group Co-Founder Jay Koh (Climate) | E1431
10 april 2022 · 45 min
Another Sunday edition of This Week in Startups! In VC Sunday School, Jason answers a question about investing in down rounds (1:54)from "Noti Gang" member Bob Gee. Then, Molly has a great interview with Jay Koh (12:16), an investor at The Lightsmith Group about how he invests in the climate landscape (20:41), cautionary tales from the first climate investing wave (32:13), and more. Lees meer
(0:00) Jason intros today's episode (1:54) VCSS: Has Jason Participated in a down round and what were his lessons? (11:00) Coda - The All-in-one doc for teams, get a $1,000 credit at https://coda.io/twist (12:16) TWiCS Intro: Molly's interview with Jay Koh (19:10) Intercom - Get advanced Intercom features and Early Stage Academy at a 95% discount https://www.intercom.com/early-stage (20:41) Overlooked areas in the climate landscape (ie. supply chain management) (30:28) Microsoft for Startups Hub - Apply in 5 minutes, no funding required, sign up at http://aka.ms/thisweekinstartups (31:45) Are there areas venture should steer clear of when it comes to climate?
Check out The Lightsmith Group: https://lightsmithgp.com/
FOLLOW Jay: https://www.linkedin.com/in/jay-koh-164130/ FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood -
BONUS - Jason on This Week in Startups Australia
9 april 2022 · 38 min
Jason talks about how he sees the startup landscape developing, running remote teams and more on This Week in Startups Australia with Mark Pesce.
Check out TWISTA: https://twistartupsaus.com/
Subscribe to TWISTA on Apple Podcasts: https://podcasts.apple.com/au/podcast/twista-this-week-in-startups-australia/id951368363 Lees meer -
Macro insights with Rose Technology CEO Alex Campbell + TCG Crypto's Gaby Goldberg | E1430
9 april 2022 · 1 uur 33 min
First, Jason chats with Alex Campbell of Rose Technology, a data analytics tool and marketplace that helps organizations more clearly understand macro trends (1:28). Alex is a former trader for Ray Dalio's Bridgewater Associates and shares some incredible insights on the global macro environment across Chinese real estate (10:45), investment rates, Bitcoin, Tether, historical financial crises (43:36) and more. Then, for another edition of "OK Boomer," Producer Rachel Chats with Gaby Goldberg (1:08:45) from TCG's Crypto investment arm. They talk about resources to get started in crypto (1:28:52) and why Gaby invests at the intersection of consumer and crypto. Lees meer
Check out Rose: https://www.rose.ai
FOLLOW Alex: https://twitter.com/ABCampbell
Charts referenced by Alex: https://bit.ly/twistchartsrose
FOLLOW Gaby: https://twitter.com/gaby_goldberg
Gaby's Web 3 Reading List: https://bit.ly/GabyWeb3List
FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood(00:00) Jason intros the show (1:28) Interview with Alexander Campbell of Rose Technologies (9:35) First Republic Bank - Discover what a long-term financial relationship can do for you. Visit https://firstrepublic.com/startup today to learn more. (10:45) The property bubble in China (15:40) Patterns of migration and economic impact (19:49) Rocket - Go to http://getrocket.com/twist and use promo code TWIST for 20% off your first placement. (21:04) Predicting recessions (25:48) The transaction costs of different payment networks (30:55) Embroker - Get an extra 10% off insurance for your business at https://Embroker.com/twist (32:14) Discussing the long term value of Bitcoin (36:07) Risks of holding Chinese real estate bonds (43:36) British-American economic history (54:50) The changing world order (1:05:10) How you can get in contact with Alex (1:08:45) OK Boomer with Gaby Goldberg of TCG Crypto (1:28:52) Gaby's best Web 3 resources
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Portfolio construction, Sequoia's transition & Fast with Acquired.FM + The Dropout: This Week in Streaming with Lon Harris | E1429
8 april 2022 · 1 uur 38 min
First, Ben Gilbert and David Rosenthal from Acquired join Jason to talk portfolio construction (13:41), Roelof Botha succeeding Doug Leone at Sequoia (30:58), and to debate the takeaway from Fast's demise (52:22). Then Lon Harris from Inside Streaming joins to discuss the final two episodes of The Dropout (1:24:16)!
(00:00) Jason intros today's show (1:31) Catching up w/ the http://acquired.fm guys: David Rosenthal and Ben Gilbert (12:25) Fiverr - Sign up for https://Fiverr.com/Business free for the first year and save 10% on your purchase with promo code JASON (13:41) Ben on investing in tech (21:39) Ourcrowd - Check out the deal of the week at https://ourcrowd.com/twist (22:46) How David thinks about his capital allocation (29:41) Notion - Get started for free at https://notion.com/thisweekinstartups (30:58) Talking about Doug Leone's retirement (52:22) Talking about the elephant in the room: Fast.co shutdown (1:24:16) Talking with Lon Harris about the finale of "The Dropout"
Check out Acquired: https://www.acquired.fm
FOLLOW Acquired: https://twitter.com/gilbert https://twitter.com/djrosent https://twitter.com/AcquiredFM
FOLLOW Lon: https://twitter.com/lons
FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood Lees meer -
Uber travel, OpenAI illustrator, Edit button, CNN+ review + Dune Analytics CEO Fredrik Haga | E1428
6 april 2022 · 1 uur 11 min
We kick off our crypto series with Dune Analytics CEO and Founder Frederik Haga about crypto on-chain analytics (37:23). But first, Jason covers Uber's piloting long-distance travel bookings in the UK, Twitter's edit button announcement, Open AI's new Dall-E 2 product, and does a quick CNN Plus review! Lees meer
(00:00) Jason intros the show (01:44) Uber testing long distance travel (07:34) Twitter adding edit button (14:30) Odoo - Get your first app free and a $1000 credit at https://odoo.com/twist (15:34) WLiTF: OpenAI releases DALL-E (22:31) Coda - The All-in-one doc for teams, get a $1,000 credit at https://coda.io/twist (23:47) Starups creating swag before product market fit / Gary Darna of Fast looking for work (26:30) CNN plus review (35:00) Rocket - Go to http://getrocket.com/twist and use promo code TWIST for 20% off your first placement. (36:14) Toss to Jason and Molly's interview with Fredrik Haga (37:23) Interview with Dune Analytics CEO Fredrik Haga
Check out Dune: https://www.dune.xyz
FOLLOW Fredrik: https://twitter.com/hagaetc
FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood -
FB vs. Apple on AR and Ads, Twitter's Future, Conflict, Crypto Regulation with Antonio Garcia Martinez & Zach Coelius | E1427
6 april 2022 · 1 uur 44 min
Antonio Garcia Martinez (Chaos Monkeys, The Pull Request) and Zach Coelius (Investor, Coelius Capital) join to discuss a wide range of news topics including Antonio's trip to Ukraine, the one-click company Fast closing down, Elon Musk joining Twitter's board, Apple taking on Facebook in ads (and how it will impact the battle for Ar/VR), crypto regulation and more!
(00:00) Intro (01:08) Jason catches up with AGM & Zach Coelius (11:03) Vanta - Get $1,000 off automating your SOC 2 at https://vanta.com/twist (12:18) AGM on going to Ukraine (23:10) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/TWIST (24:37) Zach and AGM on if the US would go to war (30:43) Microsoft for Startups Hub - Apply in 5 minutes, no funding required, sign up at http://aka.ms/thisweekinstartups (32:00) More on Ukraine and America's feelings towards Putin and Russia (48:38) Fast (one-click checkout startup) closes down (52:24) Thoughts on Elon Musk joining Twitter board (1:02:50) Talking about FB hurt by Apple App tracking transparency update
FOLLOW Zach: https://twitter.com/zachcoelius
FOLLOW Antonio: https://twitter.com/antoniogm
Read the Pull Request: https://thepullrequest.com
FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood Lees meer -
Elon buys ~9% stake in Twitter + Freestyle Capital's Dave Samuel | E1426
5 april 2022 · 1 uur 2 min
First, Jason and Molly discuss Elon buying a 9.2% stake in Twitter (01:50). Then, Dave Samuel of Freestyle VC joins (23:18) for a discussion on early stage investing. Freestyle invested early in startups including Airtable, Patreon and Intercom. We talk about how fund size dictates strategy, how to give feedback to founders (especially when it's a no) and more. Lees meer
(00:00) Jason and Molly intro today's show (01:50) Elon takes 9.2% stake in Twitter, TWTR stock up ~28% today (11:09) Masterworks - Skip the waitlist to invest in art using promo code TWIST at https://Masterworks.io/twist (12:250 Do we want more people to take stakes like this? (20:58) Ourcrowd - Check out the deal of the week at https://ourcrowd.com/twist (23:18) Interview with Dave Samuel of Freestyle VC (30:13) iTrust Capital - Visit https://itrust.capital/twist to create your Crypto IRA today (31:27) Dave's lessons for other capital allocators and founders
FOLLOW Dave: https://twitter.com/dsamuel
Check out Freestyle: https://freestyle.vc
FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood -
Inbound vs. outbound deal flow (VC School) + Jason Jacobs of My Climate Journey | E1425
3 april 2022 · 1 uur 7 min
Sunday double-header! In the opening VC Sunday School segment, Jason discusses deal flow (1:43), you will learn:
1. Inbound vs. outbound deal flow
2. Tactics VCs use to streamline their deal flow
3. Jason's philosophy on responding to founders - Your process is my opportunity Lees meerThen, Molly chats with Jason Jacobs of My Climate Journey about scaling climate tech investing, inspiring people to solve climate problems and the tangible value of community (21:27).
(00:00) Jason and Molly introduce the show (01:43) VCSS: Inbound/outbound deal flow in VC (11:30) Rocket - Go to http://getrocket.com/twist and use promo code TWIST for 20% off your first placement. (12:42) Introductions and double opt-in tactics (19:16) Introducing the This Week in Climate Startups segment (20:10) Embroker - Get an extra 10% off insurance for your business at https://Embroker.com/twist (21:27) TWiCS w/Jason Jacobs of My Climate Journey (30:19) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist (32:32) "Climate touches everything" (39:13) When did the community and content become capital? (49:48) How Jason Jacobs invests (57:14) The Climate Startup Jason wished existed
Check out My Climate Journey: https://www.mcjcollective.com/ FOLLOW Jason Jacobs: https://twitter.com/jjacobs22
FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood -
GoPuff & Fast trimming staff + Bradley Tusk on tech regulation + Glimpse Co-founder Akash Raju | E1424
2 april 2022 · 1 uur 51 min
First Jason and Molly discuss instant delivery company GoPuff and 1-click checkout company Fast making layoffs (2:22). Then, Bradley Tusk of Tusk Ventures joins to discuss Uber's Taxi strategy in NYC, sports betting and tech regulation (40:06). Then in our Ok Boomer segment Rachel talks to Akash Raju, co-founder of Glimpse, brands pay Glimpse a subscription fee for the products to be featured in short-term rentals (1:36:47). Lees meer
(00:00) Jason and Molly intro the show (02:22) GoPuff to layoff ~3% of its workforce to cut $40M in costs ahead of IPO (11:43) Ourcrowd - Check out the deal of the week at https://ourcrowd.com/twist (12:56) Red flags with GoPuff story (26:22) Boast - Get your R&D tax credits without the hassle at https://boast.ai/twist (27:42) Fast considering layoffs, trying to find buyer, fail to raise at two different valuations over past few months (38:02) Coda - The All-in-one doc for teams, get a $1,000 credit at https://coda.io/twist (39:18) Introducing the Bradley Tusk interview (40:06) Bradley Tusk of Tusk Ventures joins to talk about Uber and regulation (57:05) The future of gambling (1:26:00) Psychedelics (1:36:46) OK Boomer intro - Akash Raju from Glimpse (1:37:47) OK with Producer Rachel and Akash Raju, CEO + Co-founder of Glimpse
FOLLOW Bradley: https://twitter.com/bradleytusk
Check out Bradley's companies: https://www.bradleytusk.com
FOLLOW Akash: https://twitter.com/akashraju4
Check out Glimpse: https://www.tryglimpse.com
FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood -
NFT exclusive restaurant: FlyFish Club CEO David Rodolitz + Reviewing We Crashed & The Dropout with Lon Harris | E1423
1 april 2022 · 1 uur 14 min
Lon Harris joins us for This Week in Streaming to break down WeCrashed episode 4 AND The Dropout episode 6 (1:54). Then, we have David Rodolitz, the CEO and Co-Founder of FlyFish Club, which is NYC's first NFT restaurant (45:20). Lees meer
(00:00) Jason and Molly intro the show (01:54) Lon Harris on WeCrashed (12:23) Odoo - Get your first app free and a $1000 credit at https://odoo.com/twist (13:33) The persuasive power of Adam Neuman (16:09) Shifting to discuss The Dropout (22:55) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist (24:13) Lessons from The Dropout (32:20) Gun.io - Get $250 off your first developer hire at https://Gun.io/twist! (33:37) Lon's thoughts on "the slap" (44:59) Transitioning to our interview with David Rodolitz (45:20) David Rodolitz, CEO of FlyFish Club
FOLLOW Lon Harris: https://twitter.com/lons
FOLLOW David: https://twitter.com/rodolitz
Check out FlyFish Club: https://www.flyfishclub.com/
FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood -
Facebook funding anti-TikTok lobbyists with Taylor Lorenz + SEC SPAC crackdown, Fast vs. Bolt | E1422
31 maart 2022 · 1 uur 12 min
First up, Taylor Lorenz joins to talk about her newest scoop for the Washington Post: Facebook hired a GOP firm to trash TikTok (2:18)! Then, we discuss the SEC considering cracking down on SPACs (39:40), lastly we cover Fast, a 500-person one-click checkout startup, reportedly generating less than $1M in revenue (1:01:14).
Read Taylor's Article: https://www.washingtonpost.com/technology/2022/03/30/facebook-tiktok-targeted-victory/
Taylor Lorenz's book: www.goodreads.com/book/show/58818667-extremely-online
FOLLOW Taylor: https://twitter.com/TaylorLorenz FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood Lees meer(00:00) Jason and Molly intro the show (02:18) Taylor Lorenz from the Washington Post on Facebook using Targeted Victory (11:27) Coda - The All-in-one doc for teams, get a $1,000 credit at https://coda.io/twist (12:41) Separating the legitimate concerns from fake stories (21:03) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist (22:21) Measuring the likelihood of TikTok being banned in the U.S. (31:20) Embroker - Get an extra 10% off insurance for your business at https://Embroker.com/twist (32:37) Should journalists be encouraged to build their own brands? (39:40) SEC meeting TODAY (3/30/22) to discuss crackdown on SPACs, specifically allowing investors to SUE over "embellished projections" (1:01:14) Bolt's one-click checkout competitor "Fast" having trouble raising $100M at a $1B valuation, according to The Information
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$625M Axie Infinity Ronin Bridge hack, $TWLO insider trading, Subject's learning platform, $HOOD extends trading hours | E1421
30 maart 2022 · 55 min
First we explain the $625M hack of Axie Infinity's Ronin Bridge (1:34), then we discuss the engineers at Twilio who allegedly insider traded (17:30). Next we discuss Robinhood extending its trading window by four hours a day (29:50) and wrap with our startup of the day is Subject, a company providing high school courses for credit online (37:39). Lees meer
00:00 Molly tees up today's topics 01:34 Axie Infinity's Ronin blockchain was hacked for over $600M 13:31 Wealthfront - Get your first $5,000 managed for free, for life at https://wealthfront.com/TWIST15:00 Regulation and Axie Infinity hacks 17:30 SEC has charged three Twilio employees for insider trading 28:39 iTrust Capital - Visit https://itrust.capital/twist to create your Crypto IRA today 29:50 Robinhood extends trading window by 4 hours 36:22 Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/TWIST 37:39 Startup of the Day: Subject.com (accredited learning platform) 48:22 Final thoughts on the 2022 Oscars moment
FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood -
Oscars recap, FTX investors don't hold board seats, Apple working on hardware subscriptions | E1420
29 maart 2022 · 1 uur 14 min
All news show. First, we recap the Oscars, including "The Slap" and Apple winning Best Picture (02:17). Then, we discuss $32B crypto derivate exchange FTX not having investors on its Board of Directors (42:45), Apple's reported hardware subscription (01:02:12) and Jason's Hot Tub story (01:09:57).
(00:00) Jason and Molly intro the show (02:17) Talking about the 2022 Oscars slap: initial thoughts, reactions, etc. (11:47) LinkedIn - Post your first job for free at https://linkedIn.com/twist (13:18) More thoughts on the 2022 Oscars slap (23:47) Rocket - Go to http://getrocket.com/twist and use promo code TWIST for 20% off your first placement. (24:58) "Coda" from Apple TV+ becomes first streaming movie to win best picture at Oscars (37:28) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist (38:45) Toxic celebrity culture and how that ties into founders (42:45) FTX, one of the fastest growing crypto exchanges in the world is worth $32B and no investors have board seats (01:02:12) Bloomberg reported that Apple is working on a hardware subscription for iPhones and iPads (01:09:57) The Hot Tub story
FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood Lees meer -
Understanding non-dilutive fundraising options + Continuum Ag Founder Mitchell Hora | E1419
27 maart 2022 · 57 min
Sunday Double-header! First, in VC Sunday School, Jason explains non-dilutive funding's impact on startups (2:18). Then, Molly interviews Continuum Ag Founder Mitchell Hora. His company helps farmers analyze their soil and create a roadmap improve it via a holistic approach known as regenerative agriculture (21:33).
(00:00) Jason and Molly tee-up the show (02:18) VCSS: Discussing non-dilutive funding (12:37) Intercom - Get advanced Intercom features and Early Stage Academy at a 95% discount https://www.intercom.com/early-stage (13:53) More on venture debt and factoring (18:33) Jason and Molly Introduce the Climate Guest (20:17) Cyvatar - Get your first 2 months free at https://cyvatar.ai/twist (21:33) TWiCS w/ Mitchell Hora of Continuum Ag (30:20) Thorne - Personalized, scientific wellness. Go to https://Thorne.com/u/TWIST (31:23) Mitchell Hora on the importance of healthy, balanced soil
Check out Continuum Ag: https://continuum.ag
FOLLOW Mitchell: https://twitter.com/Continuum_Ag FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood Lees meer -
Teenage hacking phenom allegedly caught, Molly's Hall of Fame induction & OK Boomer | E1418
26 maart 2022 · 50 min
Another Friday variety show! First up, Jason and Molly break down the 16-year old hacking phenom who was allegedly behind the recent hacks at Microsoft, Nvidia and Okta, and might have just been caught (1:13). Then, the duo covers Molly's induction into LIBSYN's Podcasting Hall of Fame (6:46) and reminisces on the early days of podcasting including their first podcast together over 16 years ago (11:19). Finally, Producer Rachel is back with another edition of OK Boomer, this time with Miami Hack Week founder Ja'dan Johnson (20:19). Lees meer
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Streaming news! Breaking down WeCrashed E1-3 & The Dropout E5 with Lon Harris | E1417
25 maart 2022 · 1 uur 3 min
Lon Harris joins Molly and Jason to talk WeCrashed, The Dropout and Super Pumped! First, they play a round of "Boff, Marry, Kill" between the three shows (1:16), before breaking down the first three episodes of WeCrashed (16:15) and the two lead performances (24:25). They finish with a quick chat on The Dropout and examine the potential of a "tech cinematic universe" (34:15). Lees meer
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Katie Haun's $1.5B web3 fund, Yuga Labs worth $4B, Apple's BNPL play + ChroniFI's Ben Miller | E1416
24 maart 2022 · 1 uur 1 min
Jason and Molly take on another Five in Five! Five stories in (a little over) five minutes each: Katie Haun's record-breaking $1.5B debut web3 fund (2:50), Yuga Labs raising $450M at a $4B valuation (12:42), Apple's potential BNPL play (25:23), Worldcoin's $100M raise and privacy concerns (29:59) and Nothing's new iPhone competitor (40:13). Then, Molly talks to ChroniFI Founder & CEO Ben Miller on building a consumer software product that helps people plan for financial independence. (48:59) Lees meer
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How Apple can win podcasting, Bezos' leadership, MBAs raising search funds & FDNY robodogs | E1415
23 maart 2022 · 55 min
Tuesday news day! Jason and Molly break down the following stories: Apple's "new" creator tools, and brainstorming on how they could dominate podcasting again (2:23), Jeff Bezos' letter to shareholders from 2000, when Amazon's share price was down ~80% from its dot-com bubble peak (16:02), understanding search funds and why elite MBA grads are raising them (38:23). Finally, they wrap with a WLiTF segment about the FDNY purchasing a couple of Boston Dynamics "robodogs" to help with search and rescue missions. (47:15) Lees meer
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Sequoia debuts Arc, SEC considering climate disclosures, Disney CEO fallout & more | E1414
22 maart 2022 · 59 min
Monday news! Jason and Molly have some big stories to discuss: Sequoia's new "catalyst" program, called Arc (2:37), SEC considering mandating climate disclosures from public companies (19:21), another Startup of the Day (33:28), and they wrap by covering some interesting ongoings at Disney regarding its new CEO and Bob Iger (41:13). Lees meer
0:00 Jason and Molly intro today's news: Sequoia debuts Arc, SEC to vote on disclosures of emissions/climate risks, Startup of the day: Heirloom, Disney's CEO fallout 2:37 Sequoia announces Arc, startup "catalyst" 11:14 Coda - The All-in-one doc for teams, get a $1,000 credit at https://coda.io/twist 12:37 Arc accepting Russian founder applications 18:12 OurCrowd - Check out the deal of the week at https://ourcrowd.com/twist 19:21 SEC to vote on disclosures of emissions/climate risks 32:11 OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist 33:28 Startup of the day: Heirloom (climate-tech co. using heated limestone to remove CO₂ from atmosphere) 41:13 CNBC reports former Disney CEO Bob Iger and his replacement Bob Chapek have had a falling out since Iger stepped down
FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood -
Super Pro Rata (VC Sunday School) + ClimateCheck Founder Cal Inman (Climate) | E1413
20 maart 2022 · 45 min
Sunday Double-header! First, in VC Sunday School, Jason discusses and defends his pro rata strategy (1:26). Then, Molly interviews ClimateCheck founder Cal Inman. His company analyzes and risk-rates real estate based on expected changes to the world's climate (14:43)! Lees meer
Show Notes
(00:00) Pro Rata VC Sunday School + Assessing Climate Risk (01:26) Why some investors warn against Super Pro Rata (08:02) Is there an advantage to having more investors on the cap table? (13:27) Embroker - Get an extra 10% off insurance for your business at https://Embroker.com/twist (14:43) This Week in Climate Startups - Cal Inman of Climate Check (17:49) How ClimateCheck integrates data for predictions (23:17) How climate predictions are influencing buying decisions (24:46) Bubble. Get one month free of a no-code plan at https://bubble.io/twist (26:14) How financial partners are responding to increasing climate risks (30:45) Incorporating resilience preparedness into ClimateCheck (35:33) Rocket - Go to http://getrocket.com/twist promo code TWIST for 20% off your first placement. (37:14) Next steps for ClimateCheck (43:28) The latest from the TWIST team
Check out ClimateCheck: https://climatecheck.com
FOLLOW ClimateCheck: https://twitter.com/MyClimateCheck FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood -
NEWS: $BABA & $TCEHY layoffs, Google's AR purchase, $APE coin; OK Boomer: Smirk | E1412
20 maart 2022 · 1 uur 8 min
First, Jason and Molly rip through the news (1:44). They cover looming layoffs at two Chinese tech giants (2:31), Google getting back into the AR glasses race with a new acquisition (7:27), chaos in the instant delivery space (13:15), and Yuga Labs launching $APE coin, a BAYC token. (24:58) Then, Producer Rachel interviews Smirk founder Preson Attebery on mobile gaming, the future of social gaming, and more! (33:00) Lees meer
0:00 Jason and Molly tee up today's topics! 1:44 Rapid fire news! 2:31 Alibaba & Tencent brace for massive layoffs 7:27 Google re-enters the AR glasses race with its $1B acquisition of Micro LED startup Raxium 11:48 Dell For Startups - Visit http://dell.com/twist to apply for Dell for Startups and get up to 45% off select items! 13:15 Instant delivery madness: Getir raises at a $12B valuation, Russian-based Buyk declares bankruptcy due to inability to fundraise from Russian sanctions 23:20 LinkedIn Jobs - Post your first job for free at https://linkedIn.com/twist 24:58 Yuga Labs launches $APE coin 31:47 Intercom - Get access to Intercom's Early Stage Academy at a 95% discount at https://www.intercom.com/early-stage 33:00 Producer Rachel joins to tee up today's OK Boomer segment 34:42 OK Boomer: Smirk Founder Preston Attebery 1:06:02 Plugs!
Check out Smirk: https://www.smirk.gg
FOLLOW Preston: https://twitter.com/prestonattebery
FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood -
Reacting to Super Pumped (Uber) & The Dropout (Theranos) with Lon Harris +OneShop CEO Nick McHenry | E1411
18 maart 2022 · 1 uur 19 min
We chat film expert, podcaster, and Inside.com writer Lon Harris to talk about tech's latest streaming series The Dropout and Super Pumped! After that conversation, Molly sits down with LAUNCH founder Nick McHenry for a quick interview about his startup OneShop (1:08:00). Lees meer
Show Notes:
(00:00) Jason and Molly intro today's show: Reviewing shows "The Dropout" and "Super Pumped" with Lon Harris, interview w/Nick McHenry of OneShop (02:07) Catching up w/OG TWiST cast member Lon Harris (09:31) Vanta - Get $1,000 off automating your SOC 2 at https://vanta.com/twist (10:47) Jason and Molly talk to Lon about "The Dropout" (the Theranos show) (23:16) Odoo - Get your first app free and a $1000 credit at https://odoo.com/twist (24:26) Favorite scenes and performances in "The Dropout" (39:05) Coda - The All-in-one doc for teams, get a $1,000 credit at https://coda.io/twist (40:30) Discussing "Super Pumped" - is it realistic? (01:08:00) Molly interviews Nick McHenry of OneShop on his LAUNCH journey and scaling E-commerce
FOLLOW Lon: https://twitter.com/lons
FOLLOW Nick: https://twitter.com/nickmchenry
Check out one shop: https://oneshopretail.com/
FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood -
Spotify x Barcelona, ex-Disney CEO joins Genies, AMC gold mine + D.A. Wallach: music and bio-investing | Angel S6 E10 | E1410
17 maart 2022 · 1 uur 30 min
We wrap up Angel Season 6 on First Time Funds with Pharrell Williams-signed rocker turned investor D.A. Wallach of TimeBio Ventures (32:23). But first, we do 4 rapid-fire news topics: Spotify spent ~$307M on FC Barcelona naming rights (2:56), AMC acquired a 22% stake in gold miner (10:29), Ex-Disney CEO Bob Iger joins the NFT avatar company Genies' Board (16:14) and we break down the anatomy of two alleged NFT grifts (22:35). Lees meer
(00:00) Jason and Molly intro the show: Spotify & FC Barcelona, AMC goes for Gold, Bob Iger joins Genies, NFT Grifts, Angel interview w/ DA Wallach (02:56) Spotify drops reported ~$307M on FC Barcelona stadium naming rights (09:18) Ourcrowd - Check out the deal of the week at https://ourcrowd.com/angel (10:29) AMC goes for Gold (16:14) Bob Iger joins Genies board (21:19) Embroker - Get an extra 10% off insurance for your business at https://Embroker.com/twist (22:35) Anatomy of NFT Grifts (31:03) LinkedIn Jobs - Go to https://linkedIn.com/angel and post your first job for free. (32:23) Angel S6 w/ DA Wallach of Time BioVentures
Check out Time Bio Ventures: https://www.timebioventures.com
D.A.'s Blog: http://www.dawallach.com
FOLLOW D.A. Wallach: https://twitter.com/dawallach
FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood -
Ex-FB Diem team builds Aptos blockchain, Metamask parent ConsenSys raises $450M, Mojo's athlete betting market, Zero Grocery shutdown | E1409
16 maart 2022 · 1 uur 29 min
First, we discuss a new Layer 1 blockchain called Aptos, valued at $1B in a recent round led by a16z (2:42). Then discuss MetaMask's parent Consensys raising 450M at a $7B valuation (39:47). Our startup of the day is Mojo, which is building a stock market-like product to "bet on athletes" (51:35). Next, we do a post-mortem for our "shutdown of the day," Zero Grocery, a grocery delivery company that closed down this month after announcing raising $12M a month ago (59:06). To wrap, Jason chats with JJ Foster, a listener who did some show notes for us (01:11:05). Lees meer
Show Notes
(0:00) Jason and Molly intro the show (02:42) Former Facebook employees raise $200M to build out blockchain (14:55) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist (16:13) Thoughts on Facebook and centralized currency (28:22) Mercury - Banking built for startups. See more at https://mercury.com/twist (29:40) Breaking News: Bain Capital Crypto hires woman partner (36:27) Gun.io - Get $250 off your first developer hire at https://Gun.io/twist! (39:47) ConsenSys raised $450M Series D valued at $7B (51:35) Startup of the day: Mojo (59:06) Shutdown of the day: Zero Grocery (1:11:05) 05 Jason mentors noti gang member JJ Foster about his career
Check out The TWIST Podcast Notes: https://www.thisweekinstartups.com/notes
FOLLOW JJ: https://twitter.com/j_foster_j FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood -
Blue Origin picks Pete, NYT launches Telegram channel, Clearview AI in Ukraine, Semiconductor pains | E1408
15 maart 2022 · 53 min
It's an all-news show. We discuss Blue Origin selecting Pete Davidson to go space (2:47), Clearview AI offering their facial recognition services to the Ukrainian government (24:58), the NYT launching a Telegram channel and semiconductor slowdowns forcing Ford to ship Explorers without rear AC controls (44:00). Lees meer
Show Notes:
(00:00) Jason and Molly intro today's topics: Blue Origin & Pete Davidson, NYT Telegram, Clearview AI (02:47) Blue Origin sending Pete Davidson to space 3/23 (14:41) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist (16:00) NYT launches Telegram channel for war in Ukraine (23:38) Boast - Get your R&D tax credits without the hassle at https://boast.ai/twist (24:58) Clearview AI giving Ukraine's defense ministry free access to face recognition search engine (38:48) Ourcrowd - Check out the deal of the week at https://ourcrowd.com/twist (40:00) Surveillance companies and crime (44:00) Companies face more production issues
FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood -
How Big Funds Change the Startup Ecosystem (VC Sunday School) + Climate: Include Ventures' Taj Ahmad Eldridge | E1407
13 maart 2022 · 1 uur 7 min
Sunday double-header. First, Jason and Molly discuss the impact of large funds on the startup ecosystem, how fund size influences firm strategy and why big funds often seed smaller funds (2:21). For the This Week in Climate Startups segment, Molly chats with Taj Ahmad Eldridge from Include Ventures (29:42). They discuss:
1. How Taj's experience with negative health impacts from pollution helped guide his investing focus
2. Include Venture's unique fund of funds and direct investment strategy
3. Why Taj is not afraid of hardware investing (and how it's paying off)
4. How government branches can support climate tech progress Lees meerShow Notes:
(0:00) Jason and Molly introduce VC Sunday School + Taj from Include Ventures (02:21) VCSS, Molly asks Jason if big funds are ideal (11:30) Bubble - Get one month free of a no-code plan at https://bubble.io/twist (12:57) Can a fund become too big to manage? (18:20) Big funds seeding small funds and Jason's falling out with Marc Andreessen (21:43) Coda - The All-in-one doc for teams, get a $1,000 credit at https://coda.io/twist (23:00) Building relationships in venture (28:10) LinkedIn Marketing - Get a $100 LinkedIn ad credit at https://linkedin.com/thisweekinstartups (29:42) This Week in Climate Startups with Taj Eldridge of Include Ventures (37:28) Taj's first-hand experience with the negative externalities of pollution (51:46) Can software investing really help solve the Climate Crisis? (1:05:31) The latest from TWIST and Launch
Check out Include Ventures: https://www.includeventures.com/
FOLLOW Taj: https://twitter.com/Econoahmad FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood -
$RIVN, Biden on TikTok & Crypto, $PTON + Countdown Capital's Jai Malik + Josh from Party Round | E1406
12 maart 2022 · 2 uur 13 min
It's a variety show. First Jason and Molly do six rapid fire news topics (2:10) including: Rivian's lowered guidance, Biden briefing TikTok influencers on Ukraine, declining NFT volume, creator economy wins, Biden's Crypto executive order and Peloton's new pricing pilot. Then, hard-tech investor Jai Malik of Countdown Capital joins (42:22) for Angel Season 6 "First Time Funds." Finally, producer Rachel has another edition of OK Boomer, this time she talks viral marketing and new ways of fundraising with Josh from Party Round (1:18:42).
(00:00) Jason and Molly intro the show: 5 rapid fire stories, Angel S6 interview with Jai Malik of Countdown, OK Boomer w/ Josh of Party Round (02:10) TikToker Part of Biden Ukraine Strat. (07:53) Rivian Earnings (14:42) Embroker - Get an extra 10% off insurance for your business at https://Embroker.com/twist (16:05) OpenSea Volume Down (21:25) Wins in the Creator Economy (26:42) LinkedIn Jobs - Go to https://linkedIn.com/angel and post your first job for free. (28:10) Biden Crypto Policy (34:04) Ourcrowd - Check out the deal of the week at https://ourcrowd.com/twist (35:22) Peloton New CEO Actions (42:22) Molly interviews Jai Malik of Countdown for Angel S6 (01:10:29) Jason, Molly, and Rachel toss to OKB (01:18:42) OKB w/ Producer Rachel and Josh of Party Round
Check out Countdown: https://countdown.capital
FOLLOW Jai: https://twitter.com/jai__malik
Check out Party Round: https://www.partyround.com
FOLLOW Josh: https://twitter.com/joshqharris FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood Lees meer -
Love.com, Lessons from Bain Crypto launch + Redfin Founder & CEO Glenn Kelman | E1405
11 maart 2022 · 2 uur 10 min
Jason and Molly discuss Ryan Breslow's new startup Love.com (2:03), Bain Capital Crypto's new $550M fund announcement that backfired on Twitter (14:49). Then, Redfin CEO Glenn Kelman join to discuss the current real estate market and how policies are are promoting a nation of renters (54:28). Plus, Glenn turns the tables on Jason and Molly to ask them a few questions. Lees meer
Show Notes:
00:00 Jason and Molly intro the show: Ryan Breslow news, Bain Capital Crypto's unaware tweet, diversity in the workplace, Interview w/ Redfin CEO Glenn Kelman 02:03 Ryan Breslow's new startup: Love.com 10:49 Fiverr - Sign up for https://Fiverr.com/Business free for the first year and save 10% on your purchase with promo code JASON 12:22 Psychedelic startups 14:49 Bain Capital Crypto posts unaware tweet on International Women's Day 23:21 Notion - Go to https://Notion.so and use promo code TWIST to get $250 off its annual team plan 24:53 Diversity in the workplace and how to make forward progress 36:05 Marlow - Get 15% off your individual or team memberships at https://getmarlow.com/twist. 37:31 Taking a chance on unproven talent and open minded to blindspots 54:28 Catch up w/ Glenn Kelman, CEO of Redfin 01:07:40 Housing price increases are sustainable 01:32:00 Supply and demand in housing 01:49:20 Shift from urban living to the suburbs 02:02:00 Jason, Molly, and Glenn on flying 02:06:37 Goodbyes from the TWIST team
Check out Redfin: https://www.redfin.com
FOLLOW Glenn: https://twitter.com/glennkelman FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood -
Apple's new Mac + Cruise CEO Kyle Vogt, driverless service in SF, the Origin (zero-emission shared vehicle) | E1404
10 maart 2022 · 1 uur 31 min
First Jason and Molly recap the Apple event, including the new Mac Studio release (1:53). Then they discuss Pony AI's $8.5B Series D (34:41). Next, Cruise CEO Kyle Vogt joins to discuss launching their driverless service in SF (46:40), their custom-built zero-emission shared vehicle the "Origin" (1:01:06), and self-driving maturity. Lees meer
Show Notes:
(00:00) Jason and Molly intro today's topics: thoughts on new Apple products, interview with Kyle Vogt of Cruise (01:53) Jason and Molly talk about the Mac Studio (10:52) Indochino - Get $50 off any purchase of $399 or more by using code TWIST at checkout https://indochino.com (12:05) Big presentations aren't needed for incremental changes (22:23) Vanta - Get $1,000 off automating your SOC 2 at https://vanta.com/twist (23:41) Guessing the next computer in the Mac lineage (25:40) More Apple products announced, and Apple TV for Friday MLB (33:33) Odoo - Get your first app free and a $1000 credit at https://odoo.com/twist (34:41) Startup of the day: Pony.ai (46:40) Jason interviews Kyle Vogt, CEO of Cruise (01:01:06) Carpooling with the Cruise Origin (01:07:45) Smoother rides and self-driving cars in different weather (01:19:05) Self-driving robo-taxis and sharing map data (01:27:00) What percent are we at for self-driving general accessibility?
Check out Cruise: https://www.getcruise.com
FOLLOW Kyle: https://twitter.com/kvogt FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood -
Doug Leone of Sequoia Capital: global growth, partnering with legendary companies and the evergreen fund | E1403
9 maart 2022 · 1 uur 14 min
"Sequoia Capital is the greatest venture capital firm of all time. It's indisputable." - Jason
Jason chats with Sequoia's Doug Leone, a leader who shepherded the firm for four decades. They discuss great founders, governance, Sequoia's global expansion, mentoring the next generation of investors and more. Lees meer(00:00) Jason intros today's legendary interview w/ Doug Leone of Sequoia Capital (01:14) When Doug Leone got his start (11:00) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/TWIST (12:23) The impact selling secondary shares has on founders (15:43) "The founder's job is to make the receptionist rich" (21:14) First Republic Bank - Discover what a long-term financial relationship can do for you. Visit https://firstrepublic.com/startup today to learn more. (22:15) Mentoring the next generation of investors (30:51) Linode - Apply to their Rise program for founder-led, early-stage startups and get 3 years of discounts at https://linode.com/twist. (31:58) Sometimes incredible companies make the founder (34:07) The greatest founders Doug has worked with (46:30) Providing companies with a running start, but not doing too much (53:10) Investing in China (57:15) Entrepreneurship in Europe (01:11:06) "Hope is not a plan. Let's make a plan.
Check out Sequoia: https://www.sequoiacap.com
FOLLOW Doug Leone: https://www.linkedin.com/in/douglas-leone-a2714/ FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood -
Alumni Ventures charged by SEC + What Germany got wrong about nuclear power with Mark Nelson | E1402
8 maart 2022 · 1 uur 31 min
First, Jason and Molly cover the news of Alumni Ventures Group getting charged by the SEC for misleading investors about their management fees (1:56). AVG had to repay $4.7M to investors and paid $800,000 in a settlement. Next, we briefly touch on Index Ventures stopping their investments in Russia (24:56).
Then, Radiant Energy Fund Managing Director Mark Nelson joins to make the case for nuclear power and explain why many countries have chosen to decrease their nuclear capacity (40:03). Lees meer(00:00) Jason and Molly intro the show: AVG pays 800K in penalties, Index halts Russian startup investments, interview w/ Mark Nelson on nuclear energy (01:56) Alumni Venture Group pays 800K in penalties to SEC (10:42) Ourcrowd - Check out the deal of the week at https://ourcrowd.com/twist (11:49) Jason's prediction for what happened at Alumni Venture Group (23:33) Mercury - Banking built for startups. See more at https://mercury.com/twist (24:56) VC Firm Index Ventures halts startup investments in Russia (38:35) Assure - To get 20% off your first Special Purpose Vehicle (SPV) visit https://Assure.co/twist (40:03) Nuclear activist Mark Nelson on the future of nuclear energy (@energybants) (56:41) How Germany abandoned nuclear (1:03:31) Are Nuclear reactors aged beyond repair? (1:10:49) What France got right (1:29:41) Ways you can get involved with This Week in Startups & Launch
FOLLOW Mark: https://twitter.com/energybants FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood -
How much money is too much? (VC Sunday School) + Climate: Andrew Beebe of Obvious Ventures | E1401
6 maart 2022 · 58 min
Another Sunday double-header edition! First Jason leads a VC Sunday School session on how to react when companies try and skip steps and raise larger rounds (2:51). Plus, how Pegasus (or Alicorn) companies can end up being much better investments than traditional Unicorns. Then, for This Week in Climate Startups, Molly chats with Andrew Beebe of Obvious Ventures (18:47). You will learn: Lees meer
1. Andrew's focus within climate tech (electric mobility, carbon and carbon markets)
2. How Andrew's first startup exit set him up to join the solar industry
3. How contrarian bets make careers
4. The key criteria for climate investments to be good venture bets
5. How Obvious Ventures puts its "world positive" mission into practice
6. The way carbon disclosure requirements will reshape industry
7. Why Andrew recommends reading Kim Stanley Robinson's "The Ministry for the Future"(00:00) Jason and Molly intro today's show: VC Sunday School, TWiCS with Andrew Beebe (02:51) VCSS: companies raising big rounds before they're ready (11:20) Coda - The All-in-one doc for teams, get a $1,000 credit at https://coda.io/twist (12:38) Pegasus (alicorn) companies: flying over rounds of funding (18:47) This Week in Climate Startups w/ Andrew Beebe of Obvious Ventures (23:02) Wealthfront - Get your first $5,000 managed for free, for life at https://wealthfront.com/TWIST (24:32) The first clean tech boom in the solar industry (33:21) Embroker - Get an extra 10% off insurance for your business at https://Embroker.com/twist (34:44) Obvious and Andrew Beebe's investment thesis: "World Positive" (56:54) SaaS Syndicate, Open Scouting, Remote Demo Day, angel.university
Check out Obvious Ventures: https://obvious.com FOLLOW Andrew: https://twitter.com/andrewbeebe
FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood -
Google ends WFH, $SNOW earnings + Stillmark's Alyse Killeen Angel S6 E7 + Pallet CEO Kai Han | E1400
4 maart 2022 · 1 uur 55 min
First Jason and Molly cover Google is bringing employees back to the office three times per week starting in early April (1:41), Snowflake dropping 15% after reporting strong earnings, Slack's slowing growth within Salesforce. After the news, Molly sits down with Alyse Killeen of Stillmark to continue Season 6 of Angel: First-time funds (38:10). We wrap with Producer Rachel's interview with Kai Han of Pallet, which is building a platform for creators to curate job boards (1:11:50). Lees meer
00:00 Jason and Molly intro today's show, Google back in the office, the Jason and WeWork saga, Angel w/ Alyse Killeen, OKB w/ Kai Han 01:40 Google sends employees back to the office 14:43 Ourcrowd - Check out the deal of the week at https://ourcrowd.com/angel 15:53 Snowflake stock repricing, Slack's product velocity, managing a remote company 29:43 LinkedIn Jobs - Go to https://linkedIn.com/angel and post your first job for free. 31:16 Jason and WeWork, donate medical supplies to Ukraine at https://flexport.org/donate 36:44 Embroker - Get an extra 10% off insurance for your business at https://Embroker.com/twist 38:10 Angel S6: Alyse Killeen of Stillmark, a $30M Bitcoin Infrastructure fund 01:11:50 OK Boomer: Pallet CEO Kai Han
Donate to Ukraine: https://www.flexport.org/donate
Check out Stillmark: https://www.stillmark.com
FOLLOW Alyse: https://twitter.com/alysekilleen FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood -
Cana CEO Matt Mahar on launching a "Replicator for beverages," turning a product into a platform, working with The Production Board and more | E1399
3 maart 2022 · 1 uur 6 min
Cana is back on the podcast, previously David Friedberg teased the "molecular beverage printer" on E1365. This time, we speak and to CEO Matt Mahar about pricing, their go-to-market plans, their cartridge subscription process, Cana's potential climate impact, current flavors and more! Molly was the first outsider to tour their facility and she tried a whole bunch of beverages from the Cana One. Lees meer
(0:00) Jason and Molly tee up today's topics: a deep dive on the just-launched Cana product! (1:30) Molly and Jason break down Molly's site visit to the Cana facility and the taste tests (8:36) Bubble (9:57) Cana's starting price point, cartridges, cost per drink, and more (19:34) Masterworks (21:06) Molly's intros Cana CEO Matt Mahar, and they talk about the origins of the product, impact of the bottling industry, how the product works mechanically (31:39) Superside (32:53) Understanding non-obvious climate solutions, Cana product breakdown and pricing (40:03) Cana as a creator platform, big picture vision of what is possible (54:09) Cana's economic impact on the bottling industry, Matt's background, working with TPB
Check out Cana: https://www.cana.com
FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood -
Apple pauses RU sales, Ford splits-off EVs + How Facebook killed Joe Speiser's $100M business | E1398
3 maart 2022 · 48 min
First, we talk about Apple pausing all sales in Russia and other actions they're taking (1:47). Then, we cover Ford splitting its EV business off from its ICE business (15:57). Then, Joe Speiser from Hampton VC joins to talk about how being too reliant on Facebook killed his media company Little Things with an algorithm change (25:42). We wrap with a quick WLITF segment on humanoid robots (42:05). Lees meer
(00:00) Molly intros today's topics: Tim Cook's response to Russia, WeWork can't read the room, Interview with Joe Speiser of LittleThings, We Live in the Future with Molly (01:47) Tim Cook and Apple's response to Russia (05:40) WeWork's new CEO says WeWork will not leave the Russia (14:41) Vanta - Get $1,000 off automating your SOC 2 at https://vanta.com/twist (15:57) Ford separating EV business from main ICE business (24:34) Odoo - Get your first app free and a $1000 credit at https://odoo.com/twist (25:42) How facebook's algorithm change ruined Joe Speiser's company (34:03) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist (35:22) The dangers of having your business rely on a platform (42:05) We Live in the Future: Sanctuary
FOLLOW Joe: https://twitter.com/jspeiser Check out Hampton VC: https://www.hamptonvc.com/
FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood -
Tech takes action against Russia, Backbone's mobile gaming device + Joel Greenblatt from Gotham Capital | E1397
2 maart 2022 · 2 uur 22 min
First Jason and Molly break down the reactions from big tech companies to the Russia / Ukraine conflict (2:22), then we showcase our Startup of the Day, Backbone which is innovating in mobile gaming (51:41). Then Jason does an amazing interview with investor Joel Greenblatt, where we discuss increasing public market participation, strategies for finding value, taxes and more (1:05:50). Lees meer
(00:00) Jason and Molly intro today's DOUBLE episode, Ukraine, Tech companies and Russia sanctions, Startup of the day Backbone, Interview with investor Joel Greenblatt (02:22) What tech companies should do in response to Russia invading Ukraine (12:28) Gun.io - Get $250 off your first developer hire at https://Gun.io/twist! (13:50) Tech companies and Russia sanctions continued (21:27) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist (22:51) Sanctions aren't the perfect response because there isn't one (30:17) Boast - Get your R&D tax credits without the hassle at https://boast.ai/twist (31:35) Apple needs to decide what to do in Russia (51:41) Startup of the day: Backbone (01:05:50) Jason interviews investor Joel Greenblatt (01:25:10) Joel talks about the long term effects of having so many young, new market participants (01:59:12) Joel's thoughts on minimum taxes and tax loopholes
More on Joel: https://www.gothamfunds.com/principals.aspx FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood