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Web 3 is Going Great with Molly White | E1396
1 maart 2022 · 1 uur 12 min
First, Molly Wood quickly sums up crypto donations flowing to Ukraine (2:03). Then, Jason and Molly chat with Molly White, the creator of the website "Web 3 is Going Great." We discuss the problems she identified with Web 3, speculation vs. building, DAOs, decentralization and more (7:01). Lees meer
(00:00) Molly intros today's episode, crypto in Ukraine, Jason and Molly interview guest Molly White
(02:07) The ways crypto has been used to help Ukraine
(07:01) Molly and Jason interview guest Molly White
(10:32) Mercury - Banking built for startups. See more at https://mercury.com/twist
(12:02) Molly White talks about her website, web3isgoinggreat.com
(14:07) Molly White talks about newer technologies in web3 and their future
(17:06) Grifting in web3
(18:35) What it takes to truly understand web3
(20:38) RealGoodFoods - Go to https://realgoodfoods.com and use code TWIST for $15 off!
(22:06) Bitcoin toxicity, brigading, and wash trading
(25:34) Melania chimes in
(25:43) Categories of grift in NFT's
(30:47) Ourcrowd - Check out the deal of the week at https://ourcrowd.com/twist
(32:03) Jason predicts NFT lawsuits in 2023
(33:06) Toxicity in the bitcoin cult
(35:00) What are good uses for blockchains and the web3 shift
(35:55) Jason's defense of bitcoin
(36:42) Molly White's counter to Jason's defense of bitcoin
(38:17) Problems with energy consumption in bitcoin
(40:22) Can bitcoin help store monetary value in authoritarian countries?
(42:39) Are DAOs (decentralized autonomous organizations) a good idea?
(48:27) Questions companies need to be able to answer in the life of their product
(49:39) The downfall of Enron: "How does this company make money?"
(52:16) The caveats of being ok with true decentralization
(55:10) Doxxing in crypto
(01:04:03) Brigading in crypto and social mediaCheck out Web 3 is Going Great: https://www.web3isgoinggreat.com
FOLLOW Molly: https://twitter.com/molly0xFFF FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood -
What investors mean when they are "waiting for a lead" (VC Sunday School) + Seth Bannon of 50 Years | E1395
27 februari 2022 · 1 uur 10 min
First up is a VC Sunday school where Jason discusses what investors mean when they say "we are interested in investing, but come back when you found a lead" (1:51). Then, we tease Molly's EV review of the Audi e-tron Sportback (20:42). To wrap, Molly does a This Week in Climate Startups segment with Seth Bannon, a founding Partner of Fifty Years, a Venture capital firm investing in climate solutions (34:12). You will learn: Lees meer
1. The convictions that unpin Fifty Years' investment thesis
2. Why Seth thinks VC has lost his way
3. Why increasing longevity could be a net-positive for climate
4. How Fifty Years measures impact of their investments
5. How Seth evaluates the potential negative externalities of his investments
6. How his PhD to VC program works
(recorded on 2/9/22)Show Notes:
(00:00) Jason and Molly tee up today's topics: VC Sunday School, Molly's EV reviews, and This Week in Climate Startups! (01:51) VC Sunday School: Why some investors wait for founders to "find a lead" (09:59) Odoo - Get your first app free and a $1000 credit at https://odoo.com/twist (11:04) Getting to the root of why VCs wait for leads: nobody likes to turn down founders, LAUNCH role playing (19:36) Revelo - Get 20% off the first 3 months by mentioning TWIST at https://revelo.io/twist (20:42) Molly's EV Review (check out at https://youtube.com/thisweekin), breaking down the next wave of EVs (32:42) Bubble. Get one month free of a no-code plan at https://bubble.io/twist (34:12) Seth Bannon of Fifty Years, raising their first fund, investment break down (47:11) Seth's thoughts on the startup ecosystem "losing its way" over the past few years (55:03) Helping climate entrepreneurs
Check out Fifty Years: https://fiftyyears.com
FOLLOW Seth: https://twitter.com/sethbannon
FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood -
DHH on Basecamp's painful evolution, Bitcoin, Revitalizing internet discourse + Lumanu CEO Tony Tran | E1394
26 februari 2022 · 1 uur 59 min
Jason chats with David Heinemeier Hansson (2:03) about global governments reacting to COVID, Basecamp's Twitter cycle blowup last spring when more than 1/3 of the company left, the shift from debating in the public square (Twitter) to debating in private with friends on group chats. We also talk about why David now sees a case for Bitcoin after Canada leans toward authoritarianism.
(00:00) Jason and Molly intro today's episode, David Heinemeier Hansson, OK Boomer with Tony Tran of Lumanu (02:03) Jason catches up with David Heinemeier Hansson (07:05) DHH on Living in Denmark during COVID (10:31) Ourcrowd - Check out the deal of the week at https://ourcrowd.com/twist (11:41) Social media: a weapon of mass disfunction (20:08) Eight Sleep - Go to https://eightsleep.com/twist to check out the Pod Pro Cover and get $150 off at checkout! (21:40) DHH on keeping politics out of the workplace and offering severance for company culture unity (31:14) Marlow - Get 15% off your individual or team memberships at https://getmarlow.com/twist (32:41) Jason and DHH on the joys of working at home (39:41) Jason and DHH discuss the downsides of social media (46:50) Why DHH changed his position on cryptocurrency and the Canadian trucker protests (01:34:15) Jason, Molly, and Rachel intro this week's OK Boomer (01:36:02) Rachel speaks with Tony Tran, CEO of Lumanu
Read David's Blog: https://world.hey.com/dhh FOLLOW David: https://twitter.com/dhh
Check out Lumanu: https://www.lumanu.com/ FOLLOW Tony: https://twitter.com/TonyTranNYC
FOLLOW Rachel: https://twitter.com/_rachelbraun FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood Lees meer -
Critical cyber attacks of the last decade + How Jason Calacanis grew the Launch Fund: Angel S6 E7 | E1393
25 februari 2022 · 1 uur 3 min
Molly interviews Jason about raising "LAUNCH Fund I." This season of Angel is focused on the nitty-gritty details of raising and running a first-time fund (22:47). Jason shares everything from getting his first check to his biggest mistakes. But first, we discuss the biggest cybersecurity hacks of the last decade and potential risks going forward (1:32). Lees meer
(00:00) Jason and Molly intro the show, cybersecurity and Russia invading Ukraine, Molly interviews the OG Angel (01:32) Cybersecurity and Russia's military invasion of Ukraine (12:40) LinkedIn Jobs - Go to https://linkedIn.com/angel and post your first job for free. (15:06) TikTok's not secure, Florida water treatment plant hacked last year (17:27) Hiring "bounty hackers" for defense (21:33) Ourcrowd - Check out the deal of the week at https://ourcrowd.com/twist (22:47) Molly interviews the original Angel, Jason (36:52) Embroker - Get an extra 10% off insurance for your business at https://Embroker.com/twist (38:18) Jason tells Molly what didn't work out with his first LAUNCH fund (48:14) When Jason knew the fund model would work (58:48) How his role as changed as the fund has scaled
FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood
Mentioned in the episode
NotPetya: https://www.wired.com/story/notpetya-cyberattack-ukraine-russia-code-crashed-the-world/
Colonial Pipeline: https://www.bloomberg.com/news/articles/2021-06-04/hackers-breached-colonial-pipeline-using-compromised-password
Solar Winds: https://www.npr.org/2021/04/16/985439655/a-worst-nightmare-cyberattack-the-untold-story-of-the-solarwinds-hack -
Kanye's genius business model, Platform dependency risks, Pipe enters the movie biz + AirPals' Joshe Ordonez | E1392
24 februari 2022 · 55 min
First we discuss Kanye's new "STEM Player" bluetooth speaker, and why he's trying to diversify away from Spotify and streaming platforms (2:21). We continue with a discussion about platform reliance one founder saw his business destroyed overnight by Facebook (25:17). Then we cover Pipe.com's recent acquisition which is bringing them into the media space (28:59)! Lastly, Molly chats with Launch Accelerator Cohort 24 founder Joshe Ordonez, the CEO of Airpals about her awesome messenger service startup (39:44). Lees meer
(0:00) Jason and Molly tee up today's topics: Kanye's genius move, the pitfalls of platform reliance, Pipe's interesting acquisition, and Molly interviews another LA24 founder (2:21) Kanye's genius move: diversifying away from streaming platforms (12:17) Notion - Go to https://Notion.so and use promo code TWIST to get $250 off its annual team plan (13:49) Possibilities opened by Kanye's move, risks of platform reliance (23:55) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist (25:17) Jason gives final thoughts on leveraging platforms, but owning the relationship with consumers (28:59) Pipe's newest acquisition will help them bring non-dilutive capital to the entertainment industry (38:27) Vanta - Get get $1,000 off automating your SOC 2 at https://vanta.com/twist (39:44) Molly sits down with LA24 founder Joshe Ordonez, CEO of Airpals
Check out Airpals: https://www.airpals.co
FOLLOW Joshe: https://twitter.com/JosheOrdonez FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood -
Coinbase's mutable messaging, Revitalizing Peloton and High-growth companies poised for a comeback | E1391
23 februari 2022 · 1 uur 23 min
First, we cover Coinbase CEO Brian Armstrong potentially taking credit for an idea generated by a creative firm (2:09). Then, we cover Peloton's new CEO Barry McCarthy's vision for a revitalized Peloton (15:29). To wrap, we break down a dozen growth stocks that are down over 60% off their 52-week highs. We forecast two winners, one with the highest upside and one with the lowest downside (27:53).
(0:00) Jason and Molly tee up today's topics: Coinbase CEO gets called out by ad agency, Peloton's new CEO hints at a platform play, drafting beat up tech stocks, and Molly's Startup of the Day! (2:03) Coinbase CEO Brian Armstrong gets called out for not crediting an ad agency in his Twitter thread (14:20) Ourcrowd - Check out the deal of the week at https://ourcrowd.com/twist (15:290 Peloton CEO Barry McCarthy hints at creating an open platform for fitness creators (26:30) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/TWIST (27:53) Tech stock pullback draft: $HOOD, $TWLO, $ZM, $SQ (39:25) Odoo - Get your first app free and a $1000 credit at https://odoo.com/twist (40:29) Tech stock pullback draft cont'd: $OPEN, $ROKU, $CRSP, $RBLX, final selections (59:34) Molly reflects on her week and gives a climate-focused Startup of the Day! (1:18:31) Jason takes a few questions from the noti gang
FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood
The Brian Armstrong Thread: https://twitter.com/brian_armstrong/status/1495635907801923584?s=20&t=iFNMbAcau5ZV2FH-ZtavHg
NYT with Barry McCarthy: https://www.nytimes.com/2022/02/19/business/dealbook/barry-mccarthy-interview-peloton.html Lees meer -
From PM to GP: Roach Capital's Fahd Ananta | Angel S6 E6 + OK Boomer: Dive Chat | E1390
19 februari 2022 · 1 uur 1 min
00:00 Jason intros the show, Roach Captial's first fund, and Producer Rachel's interview with the Dive Chat founder01:33 Angel Season 6 - First Time Funds 04:07 Fahd Ananta of Roach Capital's path from founder to PM to VC 06:08 Fahd's Angel investing beginnings in at Shopify 10:20 How Fahd made the transition from Angel investing to raising a fund 13:03 Ourcrowd - Check out the deal of the week at https://ourcrowd.com/twist 14:11 Using geography (Canada) as a competitive advantage to raise capital as a VC 18:34 How Fahd has differentiates himself to founders 22:15 Embroker - Get an extra 10% off insurance for your business at https://Embroker.com/twist 23:19 Fahd's investing thesis 26:05 Early winners in Fahd's portfolio 32:33 LinkedIn Marketing - Get a $100 LinkedIn ad credit at https://linkedin.com/AngelPod 34:09 Ok Boomer, Producer Rachel talks to John Herrick, the CTO of Dive Chat a new messaging and event app
Check out Roach Cap: https://roachcap.com
FOLLOW Fahd: https://twitter.com/fahdananta
Check out Dive Chat: https://dive.chat/
FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood Lees meer -
Spotify's ad-tech acquisitions to take on YouTube with The Verge's Ashley Carman + Founder University Pitches | E1389
18 februari 2022 · 1 uur 17 min
Ashley Carman joins Jason & Molly to discuss Spotify's acquisition of podcast ad-tech companies Chartable and Podsights (1:55). Ashley is a senior reporter at The Verge and the lead writer at HotPod. We dig into why she thinks Spotify's main competition is YouTube and how the Big Tech and Big Media podcasting efforts are playing out.
After that, 10 companies pitch Jason and the team in rapid-fire (46:16). These startups went through Founder University, a 12-week course run by the team at Launch. Lees meer0:00 Jason and Molly tee up today's topics: Spotify's podcasting ambitions with Ashley Carman PLUS 10 founder pitches from Founder University 1:55 Ashley Carman joins to break down the news: Spotify acquires Chartable and Podsights, she also covers what happened to Clubhouse 13:25 Ourcrowd - Check out the deal of the week at https://ourcrowd.com/twist 14:29 What podcasting loses by going with dynamically inserted ads, building for creators vs. building for established brands, Spotify going after YouTube as the main platform for creators 26:45 Linode - Apply to their Rise program for founder-led, early-stage startups and get 3 years of discounts at https://linode.com/twist. 27:52 Podcast tracking users habits, why Spotify is rejecting open standards, sleeping giants in the podcasting space 37:01 Mercury - Banking built for startups. See more at https://mercury.com/twist 38:26 Reflecting on Lumiary's big bet to be the HBO of podcasting 46:16 First 5 pitches: Giphting, Chojuu, TaCo, Term Payments, Fix6 PLUS judge feedback 1:02:05 5 Next 5 pitches: Remotespace. SavvyTeam, Gaan, Timewell, Innocuous AI PLUS judge feedback
FOLLOW Ashley: https://twitter.com/ashleyrcarman
Check out Founder University: https://www.founder.university
Companies Pitching: Giphting, Chojuu, TaCo, Term Payments, Fix6, Remotespace, SavvyTeam, Gaan, Timewell, Innocuous AI
FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood -
Keith Rabois of Founders Fund + AirBnB's earnings & evolving customer base, SF BOE recall | E1388
17 februari 2022 · 1 uur 17 min
World-class investor-operator Keith Rabois is back for his eighth time!
But first, Jason breaks down Airbnb's great Q4 and full-year earnings report (2:42) and how its customer segment is evolving. Then, he briefly covers the SF Board of Education recall (22:58).
When Keith joins (31:27), he and Jason discuss:
1. How he called the top of the tech market in November 2021
2. Keith's 2019 prediction that came true
2. Venture Capital's decaying price discipline
3. Facebook's challenge ahead
4. Six predictions for the market Lees meerNotes
0:00 Jason intros today's topics: $ABNB full year earnings, SF BOE recall, and a Keith Rabois interview 2:42 Jason breaks down Airbnb's full year results 11:57 Vanta - Get get $1,000 off automating your SOC 2 at https://vanta.com/twist 13:14 Jason reflects on Airbnb's roadmap based on clues from their earnings report 21:42 Gun.io - Get $250 off your first developer hire at https://Gun.io/twist! 22:58 SF Board of Education recall, tech people getting involved in government 29:56 Eight Sleep - Go to https://eightsleep.com/twist to check out the Pod Pro Cover and get $150 off at checkout! 31:27 Keith Rabois joins and talks with Jason about calling the top of the tech market in November 43:27 Reflecting on the absence of pricing discipline in VC and how the FED is running out of tools to combat inflation 53:34 Breaking down Facebook's precarious situation 1:05:16 6 Market predictions
Check out Founders Fund: https://www.foundersfund.com
FOLLOW Keith: https://twitter.com/rabois FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood -
Do startup employee stock options need an overhaul? Softbank's failed Arm sale + Growth University's Craig Zingerline | E1387
16 februari 2022 · 47 min
Catalyzed by a Ryan Breslow viral tweetstorm, we break down the arguments for if companies should loan money to employees to allow them to exercise their stock options early (1:42). Then, we briefly cover Nvidia's attempted Arm acquisition falling through and what it might mean for the SoftBank-owned chip designer (30:21). Finally, Molly interviews Craig Zingerline from Growth University, a LAUNCH Accelerator founder (38:00)! Lees meer
(0:00) Jason and Molly tee up today's topics: Bolt CEO strikes again, Nvidia's failed Arm acquisition, interview with LAUNCH Accelerator Cohort 24 founder Craig Zingerline (1:42) Jason breaks down employee stock options and how equity works at early-stage startups (10:29) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist (11:27) How has Bolt CEO Ryan Breslow changed equity options for his employees? Is this new model smart or way too risky? (21:19) RealGoodFoods - Go to https://realgoodfoods.com and use code TWIST for $15 off! (22:41) VC response to Bolt's new stock option plan, Jason's final thoughts (30:21) Nvidia's failed acquisition of Arm, is this another SoftBank flop? (35:21) Teeing up the Craig Zingerline interview (36:50) Ourcrowd - Check out the deal of the week at https://ourcrowd.com/twist (38:00) Molly interview current LAUNCH Accelerator portfolio founder Craig Zingerline about his startup Growth University
Check out Growth University: https://growthuniversity.io/
FOLLOW Craig: https://twitter.com/craigzingerline FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood
Ryan Breslow's Tweet in Question: https://twitter.com/theryanking/status/1493390167461224451 -
Crypto's Super Bowl blitz, Joby's asian air-taxi partnerships, Affirm's earnings & BNPL growing pains | E1386
15 februari 2022 · 49 min
First, we break down the Crypto companies that ran super bowl ads and see how they stack up against the dot-com era ads (1:53). Then, we do an update on Joby aviation now that they are trying to roll out an air taxi service in South Korea (28:03). To wrap, Molly covers the BNPL (Buy Now, Pay Later) space and the challenges these companies are having as they scale, specifically Affirm's recent earnings (36:49). Lees meer
(0:00) Jason and Molly tee up today's show… from alternate timelines! (1:53) Comparing the 2022 influx of Super Bowl crypto ads with the Dot-com Era ads of 2000, right before the crash (9:29) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist (10:47) How tech companies think about Super Bowl advertising PLUS Jason breaks down the big four crypto ads: Coinbase, FTX, Crypto.com and eToro (23:25) Boast - Get your R&D tax credits without the hassle at https://boast.ai/twist (24:40) Jason's favorite Super Bowl ad, Sopranos theories (28:03) JOBY Aviation making waves lately: SK deal, FCC proposal, Air Force contract, record-breaking speed (35:45) Odoo - Get your first app free and a $1000 credit at https://odoo.com/twist (36:49) Molly breaks down the BNPL space and Affirm's recent troubles
FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood -
VC Sunday School: first-tier investor behavior + Climate: Dangerous Ventures' Mike Lin | E1385
13 februari 2022 · 1 uur
Jason and Molly begin this double-header Sunday show with a VC Sunday School segment on top-tier VC behavior (01:38). You will learn:
1. How first-tier VCs compare to second-tier VCs
2. When VCs should intervene in a portfolio company
3. The difference between micromanaging and good governance
4. Jason's framework for ensuring alignment: Mission, Plan, Strategy, Tactics
5. Why good Board Members remain calm and positive Lees meerThen, Molly is joined by Mike Lin from Dangerous Ventures for a This Week in Climate Startups segment (22:00). You will learn:
1. What Mike learned from working at Makani Power (acquired by Google X)
2. The potential of "muscle-powered" energy and its limits
3. Lessons from the failed Potenco generator & One Laptop Per Child project
4. How Mike got himself fired from Apple for insubordination
5. Why Dangerous Ventures is backing "Dunkirk" climate solutionsShow Notes:
(00:00) Jason and Molly tee up the show, Top VC vs. Second-tier VCs, Mike Lin from Dangerous Ventures
(01:38) The behavior difference between a top tier VC and a second tier VC
(09:23) Where VCs should actually intervene in a portfolio company, micromanaging vs. good governance
(11:47) First Republic Bank - Discover what a long-term financial relationship can do for you. Visit https://firstrepublic.com/startup today to learn more.
(12:50) What needs to be in alignment Mission, Plan, Strategy, Tactics
(14:58) Why good Board Members are calm and positive
(19:30) Jason and Molly intro the This Week in Climate Startups segment
(20:40) Superside - Go to https://superside.com/twist to get $3000 or more in credits when you sign up for an annual subscription
(22:00) Mike Lin from Dangerous Ventures discusses his previous startup experience at Makani Power
(26:09) Can muscle-powered energy come back?
(27:57) Pulling Power from the Sky: The Story of Makani
(30:56) Notion - Go to https://Notion.so and use promo code TWIST to get $250 off its annual team plan
(32:28) Lessons from Mike's time as … -
Rapid Disney+ growth, Predicting preference with Qloo's Alex Elias, OK Boomer: Zehra Naqvi's Z-list | E1384
11 februari 2022 · 1 uur 11 min
Jason and Molly open the shown discussing Disney's Q1 Earnings and the 37% increase in Disney+ subscribers (01:51).
Then, Qloo CEO Alex Elias joins to discuss his AI prediction company (21:12). You will learn:
1. How Qloo uses machine learning to understand taste and draw cultural correlations
2. Why Qloo adopted an API business model and is focused on developers
3. Ways businesses and brands are using Qloo to improve customer experience and drive revenue Lees meerTo wrap, we have an "OK Boomer" segment where Producer Rachel speaks with Zehra Naqvi from Republic (45:21). They disucss Zehra's work at Republic as an investment associate (48:00) and how Zehra developed the Z-list to facilitate intros between startups & VCs (55:21).
(00:00) Jason and Molly open the show, Disney Earnings, Alex Elias from Qloo, Rachel OK Boomer
(01:51) Disney added 34% increase in revenue and 37% increase in Disney plus subscribers
(06:56) Netflix vs. Disney on streaming growth
(10:07) Revelo - Get 20% off the first 3 months by mentioning TWIST at https://revelo.io/twist
(11:37) How different streaming companies cultivate and develop new IP vs. exploit existing IP
(19:42) Assure - To get 20% off your first Special Purpose Vehicle (SPV) visit https://Assure.co/twist
(21:12) Alex Elias from Qloo, a company that uses artificial intelligence (AI) to understand taste and draw cultural correlations
(26:48) How Qloo is used by developers to make predictions
(32:06) Ourcrowd - Check out the deal of the week at https://ourcrowd.com/twist
(33:15) Qloo's business model and example use cases with large brands
(40:10) How restaurant groups are using Qloo to determine the right music for their restaurants
(45:21) OK Boomer intro, Rachel speaks with Zehra Naqvi from Republic
(48:00) Zehra's work at Republic as an investment associate
(51:09) The path to being an investment associate
(55:21) How Zehra developed the Z-list to facilitate intros between startups & VCsCheck out Qloo: https://www.qloo.com
FOLLOW … -
Peloton's new CEO + Cake Ventures' Monique Woodard Angel S6 E5 | E1383
11 februari 2022 · 1 uur 27 min
In the opening news segment, Molly and Jason break down the news around Peloton's new CEO, Barry McCarthy, including the open letter he sent to the company, his background and principles for success (2:05).
Then, Monique Woodard of Cake Ventures joins for Episode 5 of Season 6 of Angel (32:50). Monique was a founder, startup community leader, VC scout, and VC partner before raising her first fund.
In this episode you will learn:
Her thesis on investing in demographic change
What fundraising is like as a founder vs. fundraising as an aspiring fund manager
Why she chose to have multiple closes for her fund
Why Monique focused her efforts on institutional LPs, even though they take longer to close than individual LPs
What it takes to operate as a solo GP
(0:00) Jason and Molly tee up today's topics: Breaking down Peloton's new CEO background and leadership style and an amazing interview with Monique Woodard (Cake Ventures)
(2:05 ) Understanding Peloton's new CEO and the value of its user base
(12:47) LinkedIn - Post your first job for free at https://linkedIn.com/angel
(14:15) Some more fun with numbers, plus breaking down Barry McCarthy's introduction email to all Peloton employees
(21:43) Ourcrowd - Check out the deal of the week at https://ourcrowd.com/twist
(22:54) Finalizing McCarthy's "principles of success" list and reflecting on the difficulty of a turnaround
(31:32) Embroker - Get an extra 10% off insurance for your business at https://Embroker.com/twist
(32:50) Introducing Cake Ventures' Founder & Partner Monique Woodard: Understanding Cake's thesis on investing in demographic change
(42:20) Fundraising as a founder vs. fundraising as an aspiring fund manager, understanding how different types of LPs invest
(50:58) Check sizes differences from institutional LPs and individual LPs, understanding multiple fund closes
(1:07:18) Managing deal flow as a first-time fund manager, is the industry becoming more welcoming to underrepresented fund managers? Lees meerCheck out …
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$3.6B crypto hack recovered + Segment co-founder Peter Reinhardt's next bet: Charm Industrial | E1382
10 februari 2022 · 1 uur 25 min
We have a great interview with a serial-founder today! But first, Molly and Jason cover one of the craziest stories of the year. A couple has been charged with conspiring to launder ~$3.6B worth of crypto from the 2016 Bitfinex hack. Ilya is a former YC founder and Heather part-time rapper.
Today's Guest is Peter Reinhardt, the co-founder of Segment, a customer data platform that sold to Twillio for $3.2B. Peter discusses his new company, Charm Industrial, which is focused on carbon capture and removal. You will learn:
1. How they turn agricultural waste and biomass into a high-carbon fuel
2. The carbon-removal benefits of injecting the bio-fuel into old oil wells
3. Why carbon capture is an important piece of getting to Net Zero
4. The potential impact of Charm Industrial if it succeeds (total CO2 tonnage)
5. Why this process differs from more passive ways of carbon offsets
6. How he landed customers like Shopify & Stripe (and why he thinks companies will continue to do this, even without government regulation)
0:00 Jason and Molly tee up today's topics: a MAJOR crypto scandal and an amazing interview! 2:14 Breaking down the $3.6B Bitcoin seizure federal investigators 13:39 Eight Sleep - Go to https://eightsleep.com/twist to check out the Pod Pro Cover and get $150 off at checkout! 14:56 Explaining how the laundering happened mechanically 18:21 Jason's prior emails re: the YC founders' company, jumping to BAYC "doxxing" story 24:25 Vanta - Get get $1,000 off automating your SOC 2 at https://vanta.com/twist 25:44 The most amazing part of this story: Razzlekhan the rapper, and Ilya the s***poster; plus Jason and Molly cast the docu-series for this disaster 33:12 Fiverr - Sign up for https://Fiverr.com/Business free for the first year and save 10% on your purchase with promo code JASON 34:34 Crypto brigading, crypto's impact on the environment 42:00 Charm Industrial's Peter Reinhardt (formerly of Segment) speaks about Segment selling to Twilio for $3B+ 51:38 Charm In… Lees meer -
Peter Thiel departs FB board, John Foley steps down at Peloton, Should Amazon spin off AWS? + Startup of the Day: Island | E1381
9 februari 2022 · 1 uur 3 min
Molly and Jason cover Peter Thiel stepping down from FB's board and look back at the board's evolution over time (2:07). Next, we cover Joe Lonsdale's op-ed in the Wall Street Journal, where he argues AWS should be split off from Amazon (27:41). We debate if valuations would increase if separated. Then, Peloton Founder & CEO John Foley is stepping down as the firm lays off 2800 people (40:30). We debate if they angling for an acquisition or making a turnaround attempt. To wrap, we discuss our startup of the day, Island, which is a browser for enterprise with a big valuation for a pre-product company (50:11). 00:00 Jason and Molly tee up today's topics 02:07 Peter Thiel is stepping down from Meta's board after almost 17 years of service 11:48 Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/TWIST 13:12 Thiel maximizing political influence, Marc Andreessen's shadow advice to Zuckerberg, other $FB board squabbles 24:32 Marlow - Get 15% off your individual or team memberships at https://getmarlow.com/twist. 25:47 Reed Hastings testy email to Peter Thiel in 2016 (while they were both $FB board members) 27:41 Joe Lonsdale's case for splitting AWS away from Amazon's retail business 39:08 Indochino - Get $50 off any purchase of $399 or more by using code TWIST at checkout https://indochino.com 40:30 Peloton CEO John Foley steps down as the company lays off ~2800 employees (20% of its corporate workforce) 50:11 Startup of the Day: Island.io — enterprise browsers in the cloud: valuation vs. traction, founder, market, and more
FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood Lees meer -
Spotify's saga continues, $FB warns of EU exit, GoFundMe's protest refund, Peloton's suitors | E1380
8 februari 2022 · 1 uur 3 min
Molly and Jason catch up on the big news stories from the weekend. First, we talk about the Joe Rogan & Spotify saga (1:51) and size up the odds of Rogan finishing out his contract with Spotify (15:41). Then, we cover Facebook warning about pulling Instagram and Facebook out of Europe due to privacy regulations (29:54). Next, we cover GoFundMe's decision to pull funding for the "Freedom Convoy" protesters in Canada. We wrap with a discussion of the WSJ's reporting that Amazon is considering acquiring Peloton (57:26). Lees meer
0:00 Jason and Molly intro today's topics! 1:51 Daniel Ek's comments on the newest Joe Rogan controversy: Is Spotify a publisher? Why or why not? 14:26 Ourcrowd - Check out the deal of the week at https://ourcrowd.com/twist 15:41 Jason predicts the endgame for Joe Rogan and Spotify, Molly and Jason break down the odds of Rogan finishing out his contract with Spotify 27:45 Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist 29:03 Wrapping on Rogan/Spotify 29:54 $FB warns the SEC and shareholders they could pull out of Europe pending new privacy laws, how Meta could win over public sentiment 39:29 Superside - Go to https://superside.com/twist to get $3000 or more in credits when you sign up for an annual subscription 40:51 Meta's need for a "coalition," does $FB need new leadership? Plus, Jason fixes Meta's PR mess 45:52 GoFundMe's controversial decision re: Canadian truckers "Freedom Convoy" 57:26 Amazon rumored to be looking at a potential Peloton acquisition, Jason takes credit for a hot take
FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood -
John Doerr of Kleiner Perkins with Ryan Panchadsaram + VC Sunday School: cap table management | E1379
6 februari 2022 · 1 uur 19 min
John Doerr of Kleiner Perkins joins to discuss his lessons from a career of investing and his new book "Speed & Scale: An Action Plan for Solving Our Climate Crisis Now," alongside his co-author Ryan Panchadsaram. Lees meer
But first, Jason gives a 10-minute crash course on how to navigate messy cap tables in our latest VC Sunday School segment (1:54).
Then John and Ryan join Molly and Jason for a conversation (15:11). In this episode, you will learn:
1. The six objectives and four accelerants to reach zero emissions by 2050
2. Why Nuclear power is an important part of the plan, but cannot be the only solution
3. The biggest blockers to rapid climate progress and why "the climate crisis is under-hyped"
4. Hard-won lessons from funding solar companies
5. How John assesses founders and develops conviction to invest
6. Indications John saw that Jeff Bezos was an exceptional entrepreneur
7. Where investors should focus to drive the biggest output(0:00) Jason and Molly intro the show, John Doerr, saving the climate and cap tables (01:54) VC Sunday School - When is a Cap table too messy? (07:29) Why VCs want founders to maintain more than 50% equity in the seed round (10:02) Odoo - Get your first app free and a $1000 credit at https://odoo.com/twist (11:08) What are the metrics for a red flag? (15:11) Interview - John Doerr and Ryan Panchadsaram, on the path to zero emissions (20:44) Bubble. Get one month free of a no-code plan at https://bubble.io/twist (22:17) Six objectives to reach zero emissions (30:22) The four accelerants needed to cut emissions in half by 2030 and hit the target by 2050 (31:28) Revelo - Get 20% off the first 3 months by mentioning TWIST at https://revelo.io/twist (32:56) Where investors can focus to drive the biggest change, why the time for "individual action has passed" and we need collective action (35:22) Why Nuclear power is an important part of the plan, but will not be deployed in time (42:06) Identifying the biggest blockers to rapid progress (…
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NYC delivery wars, Cruise gives driverless rides in SF + Gopuff Co-CEO Rafael Ilishayev | E1378
4 februari 2022 · 1 uur 8 min
First Jason and Molly discuss reports from "The Information" that Jokr is looking to sell its NYC delivery business due to heightened competition (1:51). Next, they cover how Cruise is opening up its driverless vehicles to give rides in San Francisco (11:09).
Then, Gopuff Co-founder and Co-CEO Rafael Ilishayev joins to discuss his rapid delivery business (19:12).
Almost a decade ago, Raf and his co-founder Yakir Gola started one of the fastest-growing commerce businesses while in college. Most recently they raised $1B at a reported $15B valuation in July 2021. In this episode, you will learn: Lees meer1. The rationale behind operating a vertically-integrated model
2. How they operate hundreds of micro-fulfillment centers & manage deliveries in 20 minutes
3. Why they acquired BevMo and Liquor Barn to accelerate their alcohol delivery business instead of building it themselves
4. The challenges he sees going forward to operate the business well
5. Why Gopuff launched their own private label called "Basically" and hot food offering called "Gopuff Kitchens"
6. How influencers like Mr. Beast are choosing Gopuff as a key platform to distribute productsCheck out Gopuff: https://www.gopuff.com
FOLLOW Raf: https://twitter.com/Rafaelilishayev FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood(00:00) Molly and Jason intro the show (01:51) The Information reported that Jokr is shopping it's NYC delivery business (09:57) Masterworks - Skip the waitlist to invest in art using promo code TWIST at https://Masterworks.io (11:09) We Live in the Future - Cruise Robotaxis open up for SF public in limited quantities (17:56) Linode - Apply to their Rise program for founder-led, early-stage startups and get 3 years of discounts at https://linode.com/twist. (19:12) Interview Gopuff Co-CEO Rafael Ilishayev (31:41) Ourcrowd - Check out the deal of the week at https://ourcrowd.com/twist (32:54) Gopuff's focus on the SKUs that matter for their customers (35:10) …
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Full $FB earnings breakdown, NFT company violates music IP + Behind Genius' Paige Finn: Angel S6 E4 | E1377
4 februari 2022 · 1 uur 14 min
In the opening news segment, Molly and Jason break down the numbers behind Facebook's colossal drop in market cap (2:42). Then, they cover a company that seems to be violating music copyrights to sell NFTS (38:14).
Then, Paige Finn of Behind Genius joins for Episode 4 of Season 6 of Angel (49:45). Paige became interested in venture capital during college, but within a year and a half of graduating in 2020 she already has a fund!
In this episode you will learn:
1. How she secured her first allocation before having a fund
2. The steps she took to set up an SPV while being a non-accredited investor
3. How she raised a $1.6m fund
4. Behind Genius' investing thesis and strategy
5. The books that have most influenced her work and writing style
6. Why she wrote a picture book (for adults) called "Seed to Harvest: A Simple Explanation of Venture Capital" Lees meer00:00 Jason & Molly introduce the show 02:42 Facebook's painful $220B market cap drawdown 07:32 Is blaming Apple 10:29 LinkedIn - Post your first job for free at https://linkedIn.com/twist 11:37 "This is one of the most hardcore hits I've ever seen in business" 14:11 Would Zuckerberg leaving hurt the company even more? 17:33 Do rebrand's ever really work? 20:08 Embroker - Get an extra 10% off insurance for your business at https://Embroker.com/twist 21:29 Could Facebook have been a successful hardware operator? 25:03 Breaking down the numbers around Meta's future business 30:32 Ourcrowd - Check out the deal of the week at https://ourcrowd.com/twist 31:51 Is there a solution for Zuckerberg? 36:28 How Jason's divorced friends use Instagram 38:12 NFT site "Hitpiece" accused of trying to sell songs without consulting original artists 49:44 Interview - Paige Finn of Behind Genius 52:02 How Paige learned about VC in 2018 55:28 Behind Genius' investing thesis and strategy 1:00:05 How Paige set up an SPV while being a non-accredited investor 1:10:11 How her book "Seed to Harvest: A Simple Explanation of Venture Capital" helped he…
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All-In's hijacked feed, Google's earnings breakdown, Jason's legendary iPad troll | E1376
3 februari 2022 · 56 min
First, Jason explains how someone copied the All-In podcast, put in ads, and then redirected Google's podcast player to display it as the real All-In feed (1:44). Then, we break down Google's Q4 and full year earnings for 2021 (18:25). Is Google the best business ever? Then, Jason tells the story of "The Great iPad Troll of 2010" (45:10). Lees meer
00:00 Jason & Molly intro the show 01:44 How someone hijacked the All-In podcast feed and started serving ads on it 02:18 Funny story about Jason wanting to monetize All-In, and why it's not 03:07 We get sidetracked talking about private jets 07:31 What actually happened with the All-In feed 11:12 Vanta - Get get $1,000 off automating your SOC 2 at https://vanta.com/twist 12:31 Fair use and the growing culture of limited credit on the internet 16:28 Jason gets sidetracked talking about Book of Boba Fett 18:07 Thank you to the fans and Google who sorted it all out 18:25 Google's "Bonkers" earnings 20:18 Eight Sleep - Go to https://eightsleep.com/twist to check out the Pod Pro Cover and get $150 off at checkout! 21:35 Google's net income was up 90% year over year 29:46 Gun.io - Get $250 off your first developer hire at https://Gun.io/twist! 31:04 Google's big problem, more money than they know what to do with 45:10 Jason's crazy iPad story from 2010 54:24 A note from the show
FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood -
Playstation's $3.2B Bungie acquisition, Metafy gaming tutoring, Shopify CEO joins Coinbase Board of Directors | E1375
2 februari 2022 · 1 uur 1 min
Another big news drop in the gaming space! Jason and Molly discuss Sony is acquiring Bungie for $3.6B (2:36). We break down what this means for Sony, Bungie's crazy history, and if other big tech giants should look for M&A targets in gaming. Then, we talk about our startup of the day called Metafy which allows pro gamers to do 1-on-1 teaching, online for hourly rates (29:38). Finally we wrap with Shopify CEO Tobi Lütke joining Coinbase's board (48:33). (00:00) Jason & Molly tee up the topics, Sony's big acquisition, Metafy (02:36) Sony is acquiring Bungie for $3.6B & Bungie history (10:41) Boast - Get your R&D tax credits without the hassle at https://boast.ai/twist (11:58) Other big tech giants should look for M&A targets in gaming (19:46) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist (21:27) Current console pricing and Big Tech competition (29:38) Startup of the day - Metafy is company where pro gamers to do 1-on-1 teaching online for hourly rates (32:07) RealGoodFoods - Go to https://realgoodfoods.com and use code TWIST for $15 off! (33:39) Breaking down Metafy's raise and investment terms (42:11) Jason explains how Blayze is another example of pro-coaching for athletic training (48:33) Shopify CEO Tobi Lutke joining Coinbase's board (01:10:11) Learn what's going on at TWIST
FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood Lees meer -
Breaking down Ryan Breslow's YC critique + Spotify's solution & Joe Rogan's response | E1374
1 februari 2022 · 1 uur 23 min
Over the weekend Bolt CEO Ryan Breslow wrote a big thread on why he thinks Y Combinator isn't worth it. We break it down point by point and assess the validity of the claims (7:07). Right before we started recording, news broke that Breslow was leaving the CEO role to assume the executive chairman position, so we cover that too (2:11). Then, we cover Joe Rogan's expla-nology (explanation/apology) video regarding his COVID-related interviews that have upset many. We react to his response, Spotify's new COVID policy and reflect on the risks to Spotify's business overall (44:32). Lees meer
(0:00) Jason and Molly tee up today's topics: Bolt CEO steps down after another spicy thread, Rogan "apologizes" for COVID misinformation (2:11) Bolt CEO Ryan Breslow stepped down as CEO to executive chair: was it really his decision? (7:07) Jason and Molly break down Breslow's thread on YC not being worth it for founders (15:43) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist (17:00) Breslow's YC thread cont.: breaking down Breslow's five beliefs about YC (27:53) Ourcrowd - Check out the deal of the week at https://ourcrowd.com/twist (29:11) YC scaling fundraising and opening access to venture capital to more groups of founders; Breslow's advice on building a network and fundraising (36:03) Marlow - Get 15% off your individual or team memberships at https://getmarlow.com/twist. (37:18) YC alumni have started a blockchain-based DAO called Orange DAO to invest in crypto startups (44:32) Joe Rogan's "apology" video and Spotify's new COVID disclaimer: Molly nails the prediction, has Spotify done a bad job of content moderation so far? (53:42) Breaking down Joe Rogan's explanology (explanation/apology) piece by piece (1:13:17) Jason breaks down the math of Spotify acquiring Joe Rogan for ~$100M and Howard Stern's similar deal with Sirius XM
Ryan's Thread: https://twitter.com/theryanking/status/1487500943511932941
Joe Rogan's Video: https://www.instagram.com/… -
VC Sunday School: startup investing in a down market + Emily Kirsch of Powerhouse Ventures | E1373
30 januari 2022 · 1 uur
Jason says, "fortunes are made in the down market and collected in the up market." In today's VC Sunday School Jason and Molly discuss how a down market impacts early-stage investors (01:45). You will learn: Lees meer
1. Risks to VC fundraising when valuations are down
2. If your investing process should vary depending on market conditions
3. How a down market impacts future returns
4. Why founders should have 18 months of runway
5. How founders can turn a down market into an advantageThen, Molly chats with Emily Kirsch, Managing Partner of Powerhouse Ventures for a This Week in Climate Startups segment (25:53). Emily is a climate investor and they discuss:
1. Why Powerhouse is focused on software
2. Climate change's potential impact on GDP
3. How financial tools enabled the solar revolution
4. Regulations impacting climate investing
5. How different climate tech investors work together
6. The imbalance between climate tech founders and companies(00:00) Molly and Jason intro the show (01:45) VC Sunday School: how a down market impacts the early-stage (05:45) Risks to VC fundraising when valuations are down (09:37) Should investors standards change depending on market conditions? (12:24) Bubble. Get one month free of a no-code plan at https://bubble.io/twist (13:53) How a down market impacts future returns (18:55) Why founders should have 18 months of runway (21:21) How founders can turn a down market into an advantage (23:46) Jason and Molly intro Emily Kirsch (24:34) Coda - The all-in-one doc for teams, get a $1,000 credit at https://coda.io/twist (25:53) Emily Kirsch Managing Partner of Powerhouse Ventures (29:11) Why Powerhouse is focused on software (34:31) Fellow - Sign up and get $1000 in credits at https://fellow.app/twist (36:16) Climate change's potential impact on GDP (37:50) How financial tools enabled the solar revolution (39:58) Regulations impacting climate investing (44:17) How different climate tech investors work together (55:24) The imbalance between …
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Packy McCormick's Not Boring parlay: Angel S6 E3 + Producer Rachel visits Miami Hack Week | E1372
29 januari 2022 · 1 uur 2 min
Today's guest is Packy McCormick of Not Boring, for Episode 3 of Season 6 of Angel. Packy turned his massive newsletter into a Not Boring Fund I in 2021, and has since invested $10M into startups. In this episode you will learn:
1. How Packy raised his first fund from his readers.
2. What regulations he needed to navigate to comply with the SEC.
3. Which sectors he invested his first $10M into (in just 6 months) and some of his breakout startups.
4. Why IRR can be hilariously large in the early stages of a small fund.
5. How he manages a syndicate and a venture fund while still doing right by LPs.
As Packy signs off we check in with Producer Rachel who went down to Miami Hack Week and spoke to one of the organizers of Tap House for an "OK Boomer" segment. Lees meer(00:00) Molly introduces the show (01:43) Jason and Molly chat with Packy McCormick (04:40) Packy's editorial philosophy (08:06) How Packy used the 506c designation (10:38) Ourcrowd - Check out the deal of the week at https://ourcrowd.com/angel (11:41) Using a parallel fund structure (15:33) How media-first investors can optimize their fund structure (20:50) LinkedIn Jobs - Go to https://linkedin.com/angel and post your first job for free. (21:57) Not Boring Fund II goals (24:42) How responsibilities change as check size increases (27:45) Managing Venture LPs and a Syndicate simultaneously (29:08) Embroker - Get an extra 10% off insurance for your business at https://Embroker.com/twist (30:25) Does it matter what time you enter the market as a VC? (37:04) IRR (internal rate of return) versus and multiple on cash (46:25) Packy's weekly cadence for investing and writing (51:39) OK Boomer - Rachel Reporting from Miami Hack Week
Check out Not Boring: https://www.notboring.co
FOLLOW Packy: https://twitter.com/packym
FOLLOW Rachel: https://twitter.com/_@rachelbraun
FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood -
$TSLA earnings breakdown & 2022 IPOs to watch with TechCrunch's Alex Wilhelm | E1371
28 januari 2022 · 1 uur 11 min
Alex Wilhelm from TechCrunch joins Molly and Jason for a full episode. First, they breakdown Tesla's Q4 2021 earnings including its consistently increasing Model 3 production, profitability and charger network growth (3:08). Next up, they discuss why Alex thinks the IPO window is closed for most startups. We wrap with a review of some of 2022's most anticipated IPOs including Discord, Reddit, Stripe, Impossible Foods, Chime and Instacart (24:45).
(00:00) Jason & Molly intro the show (01:49) Welcoming Alex to the pod (03:08) Tesla's Q4 2021 earnings (08:45) Eight Sleep - Go to https://eightsleep.com/twist to check out the Pod Pro Cover and get $150 off at checkout! (10:14) Tesla's growing supercharger network (14:34) Comparing valuations and EV offerings of automakers (19:56) Odoo - Get your first app free and a $1000 credit at https://odoo.com/twist (20:59) Long distance road trips in EVs (24:45) Is the IPO window closed? (30:41) Assure - To get 20% off your first Special Purpose Vehicle (SPV) visit https://Assure.co/twist (32:19) Do public market investors have the ability to stomach speculative companies? (36:09) Stripe - Potential 2022 IPO (40:49) Discord - Potential 2022 IPO (47:46) Reddit - Potential 2022 IPO (57:33) "Yes, No, IPO" Impossible foods, Instacart, Chime, Gopuff
FOLLOW Alex: https://twitter.com/alex FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood Lees meer -
MSFT adds $10B, Stripe mafia memes, Spotify: platform or publisher, Scratchpad case-study | E1370
27 januari 2022 · 1 uur 23 min
We break down Microsoft's amazing earnings (quarterly revenue is up $10B year-over-year) and assess if Satya Nadella is the greatest big tech CEO right now (2:32). Then, we follow-up on the Stripe Mafia thread yesterday from the Bolt CEO (20:59) and we talk about Neil Young asking to have his music removed from Spotify over Joe Rogan's COVID conversations, which prompted a discussion of Spotify's new headache is it a publisher or a platform (37:40)? And, we talk about Scratchpad raising $33M, which led to Jason's request for new types of startups: beautiful interfaces for giant clunky products. Lees meer
00:00 Jason and Molly intro the show 02:32 Microsoft's amazing earnings 09:29 Ourcrowd - Check out the deal of the week at https://ourcrowd.com/twist 10:04 Is Satya Nadella the greatest big tech CEO 19:01 Notion - Go to https://Notion.so and use promo code TWIST to get $250 off its annual team plan 20:59 Bolt vs. Stripe VC Twitter beef continued 30:07 Vanta - Get get $1,000 off automating your SOC 2 at https://vanta.com/twist 31:27 The best jokes from Bolt & Stripe 37:40 Neil Young petitioned Spotify to remove his music over Joe Rogan's COVID conversations 43:16 Is Spotify a publisher or a platform? 1:04:39 Scratchpad, a slick Salesforce front-end raises $33M 1:06:23 Request for new types of startups: beautiful interfaces for giant crappy products
FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood -
TikTok vs. YouTube, Bolt CEO calls Stripe & YC "Mob Bosses," Culdesac, Anduril wins $1B contract | E1369
26 januari 2022 · 59 min
In this all news show Jason and Molly talk about Jason's strategy for meeting with founders (1:48) and we talk about monetization for creators on TikTok and how payouts compare to YouTube (6:48). Then we look at the post where Bolt Founder Ryan Breslow accused Stripe and YC of being Silicon Valley mob bosses (31:41). Our startup of the day is Culdesac, which is building a walkable community in Arizona (45:42). To wrap, we cover Anduril's $1B Department of Defense contract for counter-drone tech, their largest contract to date (58:55).
00:00 Jason and Molly intro the all news show 01:48 Jason's strategy during founder meetings 06:48 Why creators aren't happy with payouts from the TikTok creator fund 10:10 Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/TWIST 11:55 How creator earnings compare between TikTok and YouTube 20:43 Ourcrowd - Check out the deal of the week at https://ourcrowd.com/twist 21:52 Jason's hot take on TikTok 24:00 How creators can take advantage of platforms 30:30 Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist 31:41 How Bolt's Founder accused Stripe and YC of being Silicon Valley mob bosses. 45:42 Startup of the day - Culdesac 53:13 Anduril's $1B Dept of Defense Contract for counter-drone tech
FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood Lees meer -
Comparing 2022 to the Dot-Com bubble + Activist investor challenges Peloton leadership | E1368
25 januari 2022 · 1 uur 7 min
Due to the volatility in the market, Jason and Molly review the fundamentals of Block, Zoom, Netflix, Coinbase, and AirBnB and compare this correction with the Dot-com crash (2:11). They discuss investing in a downturn, the difference between private and public investors, speculative businesses vs. strong fundamentals and more! To wrap, we cover activist investor Blackwells Capital calling for the Peloton Board to terminate CEO John Foley and consider a sale (57:10). Lees meer
(00:00) Jason and Molly intro the show (02:11) Breaking down the fundamentals of Block (09:57) Marketerhire - Get $500 off your first hire at https://MarketerHire.com/twist (11:28) The difference between private and public investors (12:18) Breaking down Zoom & Netflix (20:20) Superside - Go to https://superside.com/twist to get $3000 or more in credits when you sign up for an annual subscription (21:38) Breaking down Coinbase and AirBnB (32:38) FanDuel Sportsbook - Sign up with promo code TWIST to place a special $1000 risk-free bet at https://fanduel.com (34:24) Breaking down AirBnB (38:12) Is crypto really an uncorrelated asset? Fundamentals vs. speculation (46:46) Comparing this correction with the Dot-com crash (51:43 )Are we at peak SPAC? (57:10) Blackwells Capital calling for the Peloton Board to terminate CEO John Foley and consider a sale
FOLLOW Molly: https://twitter.com/mollywood FOLLOW Jason: https://linktr.ee/calacanis -
Sunday VC School: how investors work together + Prime Movers Lab's Ramez Naam | E1367
23 januari 2022 · 59 min
First, Jason teaches Sunday VC School: how investors work together (01:54). In this segment you will learn.:
How collaboration varies across investing stages.
How lead investors are determined and what their responsibilities are.
The strategies you can use to win deals (Jason explains the pitch he gives to founders with options).
The warning signs to watch for when working with other investors.
Tactics founders can use for lower-friction fundraising.
Then, Molly chats with Ramez Naam from Prime Movers Lab in a This Week in Climate Startups segment (35:10). They discuss the declining costs of renewable energy, making the choice between advancing existing technologies and inventing new ones, how science fiction can make you a better investor and more. Lees meer(00:00) Jason and Molly introduce the show (01:54) Sunday VC School - how investors work together (06:53) How collaboration varies across investing stages (08:43) Odoo - Get your first app free and a $1000 credit at https://odoo.com/twist (09:49) Why seeing other late stage investors be passive in a deal is a warning sign (11:20) How raising from more investors can be actually be easier than raising from a few (15:44) Lead investor responsibilities (20:09) Fellow - Sign up and get $1000 in credits at https://fellow.app/twist (21:38) How VCs can win over founders (26:44) Do VCs get offended by what order they get into a startup? (29:16) Will investors still invest if the founder picked another VCs term sheet? (31:33) Molly and Jason introduce the next segment (33:25) Revelo - Get 20% off the first 3 months by mentioning TWIST at https://revelo.io/twist (35:10) This Week in Climate Startups - Ramez Naam (37:55) Advancing existing technologies vs. inventing new ones (42:19) Early stage climate investing (46:43) The declining costs of renewable energy (52:52) Confronting climate tech skeptics (57:06) How writing science fiction impacts Ramez's investing
Check out Prime Movers Lab: https://www.primemoverslab.com/
FOLLOW Ram… -
Apple AR headset scoops with Mark Gurman + Campbell Baron: Gen Z startup content creator | E1366
23 januari 2022 · 1 uur 30 min
First, Jason and Molly chat with on the top Apple reporters, Bloomberg's Mark Gurman, about Apple's AR headset (2:02). They talk about Apple's strategy, timeline, competitive strengths and more. Then our Producer Rachel chats with Campbell Baron, a 19-year old who sold his TikTok to Workweek, a new startup-focused media company (1:00:25). Campbell created business content and accumulated millions of views before he turned 18! In the interim, the producers Jason & Molly have a chat about what they are working on, lessons from their early careers and more (35:25). Lees meer
00:00 Jason & Molly introduce the show 02:02 Bloomberg News' Mark Gurman joins to discuss Apple's headset 06:37 Will Apple enter AR at the expense of iPhone sales? 11:48 Odoo - Get your first app free and a $1000 credit at https://odoo.com/twist 12:58 The next major platform battle 17:37 Expected initial target market for an Apple headset & design cues 21:41 Eight Sleep - Go to https://eightsleep.com/twist to check out the Pod Pro Cover and get $150 off at checkout! 23:11 Expected screen resolution and other features 26:37 Forecasting who will be in the lead in 10 years 33:39 OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist 35:25 Fun banter with Jason, Molly & the This Week in Startups producers 1:00:25 Producer Rachel introduces Campbell Baron 1:08:48 How Campbell sold his TikTok account 1:17:31 Building in public vs. private 1:24:52 Gen Z's way of networking
FOLLOW Mark: https://twitter.com/campbelljbaron FOLLOW Campbell: https://twitter.com/campbelljbaron FOLLOW Rachel: https://twitter.com/_rachelbraun FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood -
Google AR, Peloton pullback + David Friedberg: Cana, the first molecular beverage printer | E1365
21 januari 2022 · 1 uur 29 min
David Friedberg joins to discuss The Production Board's latest company, Cana, which is making, the world's first molecular beverage printer. But first Jason and Molly break down some news. Google is reportedly working on an AR headset (2:15) and Peloton trying to improve their bottom line by raising prices and reportedly halting production and trimming headcount (18:54). Lees meer
Then, David joins to chat about how his company Cana could totally remake the beverage industry with a device reminiscent of Star Trek's Replicator (36:57). You will learn:
1. How humans perceive taste.
2. How The Production Board incubates deep tech companies and evaluates if science is ready to be commercialized.
3. The way the Cana device will be able to recreate any beverage on demand.
4. Which types of beverages will be practical first.
Check out Cana: https://www.cana.com/vision(00:00) Jason and Molly intro the show
(02:15) Google is building an AR headset
(10:19) Linode - Apply to their Rise program for founder-led, early-stage startups and get 3 years of discounts at https://linode.com/twist.
(11:33) The killer app for VR Goggles
(13:30) Over-under on when tech-savvy will use a headset daily
(18:55) Peloton's stock is down massively
(22:45) RealGoodFoods - Go to https://realgoodfoods.com and use code TWIST for $15 off!
(24:15) Peloton's cost cutting measures
(30:34) Jason's product requests for Peloton
(33:18) Molly and Jason discuss David Friedberg's new company
(35:53) Ourcrowd - Check out the deal of the week at https://ourcrowd.com/twist
(36:57) Interview - David Friedberg brings his company out of stealth
(38:05) Impacts of the All-In podcast on Friedberg's business
(42:09) The Production Board history and structure
(45:51) How The Production Board evaluates its projects
(49:05) The inefficiency of how humans make and consume products
(51:55) The story of Cana
(57:16) What beverages are easiest to print molecularly
(1:00:00) How the machine uses 80 flavor compounds
(1:02:13) Celebr… -
FTC antitrust revision, 5G rollout pause + David Rosenthal's $2.8M fund: Angel S6 E2 | E1364
20 januari 2022 · 1 uur 17 min
First Jason and Molly cover how 5G rollouts are causing problem with airlines (2:03) and Lina Khan's remarks on reworking antitrust regulation to not only consider deals inflicting consumer harm, but those lessening competition (10:10). Lees meer
Then, David Rosenthal for Season 6 Episode 2 of Angel (29:00)
- David's been a VC for a while, but he just launched a new $2.8M fund part-time with Nat Manning
- We get into why his small fund size is actually so significant and represents new possibilities in venture
- How he uses his podcast and community to get dealflow
- What he thinks you need before starting your own VC fund (00:00) Jason intros the show
(02:03) Verizon and AT&T are running into 5G rollout challenges with airlines and the FAA
(08:57) Ourcrowd - Check out the deal of the week at https://ourcrowd.com/angel
(10:10) Lina Khan's new view on antitrust
(18:51) Embroker - Get an extra 10% off insurance for your business at https://Embroker.com/twist
(20:10) Revisiting the $MSFT - $ATVI acquisition through the lens of "game share"
(22:07) Lina Kahn is considering expanding the view of antitrust for its impact on labor
(27:28) LinkedIn Marketing - Get a $100 LinkedIn ad credit at https://linkedin.com/thisweekinstartups
(29:00) Welcoming David Rosenthal to the show
(31:57) Size & mandate of David Rosenthal's new fund, Kindergarten Ventures
(34:47) How the Acquired community fuels David's investing
(38:37) Can you start a fund without brand?
(41:06) How to navigate pro-rata as a small fund?
(42:40) Using SPVs to lead follow-on investing
(44:18) How a part-time investing is Kindergarten's secret weapon
(47:02) Choosing 506 C vs. traditional fund structure
(52:59) Raising Kindergarten VC
(54:48) "AWS" options for venture funds
(55:45) Why a $2.8M venture fund is finally possible
(1:02:31) Investing with a fund vs. being an angel
(1:05:45) David's take of the crypto ecosystem and how he evaluates crypto deals
(1:10:14) What aspect of investing has been the most difficult to… -
Full breakdown of Microsoft acquiring Activision-Blizzard for ~$70B+ | E1363
19 januari 2022 · 40 min
Microsoft has announced its intention to make the largest tech acquisition ever by buying Activision-Blizzard for ~$75B ($68.7 when you net out Activision's cash). This is Microsoft's 3rd major gaming acquisition as it attempts to build the "Netflix for Gaming" with its Game Pass service. Lees meer
We cover the details of the deal: what the combined company will look like, how this fits into Microsoft's metaverse strategy, Microsoft's commitment to change the Activision-Blizzard culture, the $3B "breakup fee" that Activision is on the hook for if deal falls through, the potential challenge from the FTC and more!
(00:00) Jason & Molly introduce the show (01:48) The terms of the Activision-Blizzard acquisition (03:17) Satya Nadella's Metaverse strategy (04:52) Microsoft's growing gaming universe and subscription offering (07:05) Key titles across Activision-Blizzard's gaming units (08:34) Vanta - Get get $1,000 off automating your SOC 2 at https://vanta.com/twist (09:56) Game Pass metrics (10:44) Activision Blizzard's recent history of sexual harassment scandals (11:40) Will the FTC allow the acquisition to go through? (13:41) The unique $3B breakup fee that was worked into this deal (15:45) Why the breakup fee may be linked to the harassment investigations (17:55) Dataiku - Create transparent, repeatable, and scalable AI and analytics programs. Visit https://dataiku.com to learn more. (18:53) Why Jason doesn't think this deal will be struck down for antitrust (21:45) How Lena Khan may approach this differently than previous FTC chairs (22:45) Could regulation sabotage American competitiveness? (26:52) Should American companies be prized if they are actively avoiding taxes? (28:42) Ourcrowd - Check out the deal of the week at https://ourcrowd.com/twist (29:45) Molly and Jason play "Armchair Corporate Development" (37:54) Jason and Molly take an audience question - Can there be another Google?
FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywo… -
Snowflake CEO Frank Slootman: victory through taking ownership, increasing velocity & cultivating talent | E1362
18 januari 2022 · 1 uur 11 min
Frank is the Chairman & CEO of Snowflake, a data warehousing company he joined and rapidly accelerated in 2019. Frank led Snowflake to the largest software IPO in history (his third massive IPO as CEO). Previously, he grew Data Domain from $0 in revenue in 2003 to a ~$776M IPO in 2007 and then grew ServiceNow to a $22B market cap. In this episode you will learn the principles Frank uses to achieve outlier outcomes.
Attracting and cultivating performing talent. Getting the wrong people off the bus fast is critical. Frank prefers "drivers" to "passengers."
Without risk-taking, the business will stagnate. Left to their own devices things slow to a "glacial pace." CEOs should push to find the true limits of the organization.
Intellectual honesty is required. Copy-pasting strategy from previous roles is unacceptable. You need to develop deep conviction, while maintaining humility to course correct when you are wrong.
Culture and reputation are defined by your actions. CEOs must maintain an incredibly high bar.
Show Notes:
(00:00) Jason intros the interview
(01:44) Why Frank decided to write the book (order here: https://ampitupbook.com/)
(05:30) Why "all great products start with great architecture"
(09:49) Intellectual honesty is integral to diagnosing problems
(11:38) Marketerhire - Get $500 off your first hire at https://MarketerHire.com/twist
(13:09) Taking over and increasing the talent density on a team
(15:54) Why most organizations avoid confronting and correcting mistakes
(23:23) Fellow - Sign up and get $1000 in credits at https://fellow.app/twist
(24:50) Managing intensity
(25:39) How hiring top talent leads to victory (the definition of victory is breaking the enemy's will to fight)
(28:19) Relationships and reputations are defined in the hard times by taking ownership
(31:47) Taking risks is essential to success in business
(32:53) Keep high standards, people pitching need to be bursting with excitement
(35:42) FanDuel Sportsbook - Sign up with promo code T… Lees meer -
Oath Keepers indicted from Signal messages, U.S. House subpoenas tech platforms + Alex Masmej: selling a personal token | E1361
15 januari 2022 · 49 min
First, Jason covers the how Signal messages led to the Oath Keeper sedition indictments (1:47) and how Google, Facebook, Reddit, and Twitter are being subpoenaed by the House committee investigating Jan 6th, 2021 (15:32). Then Producer Rachel has an "OK Boomer" segment where she talks with Alex Masmej a French entrepreneur about his experience raising $20K from selling a personal token, $ALEX (27:10).
(00:00) Jason intros the show (01:47) The FBI arrested 11 members of the Oath Keepers on sedition charges (09:25) Ourcrowd - Check out the deal of the week at https://ourcrowd.com/twist (10:49) Jason's take on Jan 6th (15:32) House Committee subpoenas YouTube, Meta, Reddit and Twitter (19:59) Indochino - Get $50 off any purchase of $399 or more by using code TWIST at checkout https://indochino.com (21:49) Jason introduces the OK Boomer Segment (24:46) Interested in building a startup? Enroll at https://course.founder.university (27:10) Rachel chats with Alex Masmej (29:43) Bubble. Get one month free of a no-code plan at https://bubble.io/twist (31:18) How Alex launched his social token (35:32) How Alex shares his financial information with his token holders (46:02) The future of NFTs
FOLLOW Alex: https://twitter.com/AlexMasmej FOLLOW Rachel: https://twitter.com/_rachelbraun FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood Lees meer -
1M fewer college students: is it a problem? + Ask an Angel with Zach Coelius | E1360
13 januari 2022 · 1 uur 18 min
First Jason covers the recent college enrollment decline (1:23) and lay out his alternative (9:56). Then Zach Coelius joins for an Ask an Angel session, where they answer 12 audience questions about investing and startups (20:37). Lees meer
(00:00) Jason intros the show (01:23) There are 1 million fewer college students in the U.S. compared to pre-pandemic levels (08:57) Dataiku - Create transparent, repeatable, and scalable AI and analytics programs. Visit https://dataiku.com to learn more. (09:56) Jason's college alternative (17:51) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist (19:03) Ask an Angel welcoming Zach Coelius to the show (20:37) What is the definition of an outlier success in VC? (29:56) Are investors okay with founders that use no-code software like Bubble as an MVP? (32:43) Fiverr - Sign up for https://Fiverr.com/Business free for the first year and save 10% on your purchase with promo code JASON (34:16) How does a seasoned investor deal with a founder who is headed in the wrong direction? (39:49) Common pitch failures? (43:23) When should you go for top line versus bottom line? (49:14) Would VC funds do better with individuals instead of institutions? (53:31) What industries Zach and Jason would like to see disrupted (1:03:03) How much of an impact does bad reputation have on investing? (1:04:22) What makes a good Board Meeting? (1:08:02) As a VC, is it better to stay off the board from a liability standpoint? (1:10:55) What is too expensive at the seed stage?
Check out Coelius Capital: https://coelius.vc/
FOLLOW Zach: https://twitter.com/zachcoelius FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood -
$140B streaming wars 2022 budget, Warren's bad "Big Grocery" take + Mac Conwell: Angel S6 E1 | E1359
13 januari 2022 · 1 uur 29 min
First we talk about how the top streaming platforms projected to spend $140B on content in 2022 (2:18) and Elizabeth Warren's bad take on grocery stores. Then Mac Conwell "Mac the VC" joins the show as the first guest for Angel Season 6 (49:29) to share his story and how he invests.
(00:00) Jason and Molly intro the show (02:18) HBO to spend $18B on streaming in 2022, how does it stack up? (10:39) Embroker - Get an extra 10% off insurance for your business at https://Embroker.com/twist (11:58) Streaming history and Disney's massive growth (20:52) Ourcrowd - Check out the deal of the week at https://ourcrowd.com/twist (22:09) Elizabeth Warren's attack on big grocery (31:450 Thinking about who might be a good fit on the TWIST team (36:13) Intro to Angel S6 (37:10) LinkedIn Jobs - Go to https://linkedIn.com/angel and post your first job for free. (38:40) Interview Mac the VC (49:29) How Mac went about raising his fund (58:49) Why Rolling Fund's aren't always LP friendly (1:04:07) The unfortunate catalysts for Mac's venture career (1:13:45) Investor update best practices (1:18:07) Founder-investor match (1:20:30) Responding to a provocative tweet
Check out RareBreed: https://www.rarebreed.vc/
FOLLOW Mac: https://twitter.com/MacConwell FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood Lees meer -
Y Combinator's New Deal, Turo S-1 + Deep Sentinel CEO Dave Selinger: Human-in-the-loop security cameras | E1358
12 januari 2022 · 1 uur 25 min
First Jason and Molly discuss YC's new $500K deal for startups and what that means for founders and early stage investors (1:53). They also dig into car-sharing app Turo's S-1 (25:32). Then Redfin Co-founder and current Deep Sentinel CEO Dave Selinger joins to discuss how his company blends human monitors and AI-enabled cameras to deliver an unmatched security camera experience (38:25).
(00:00) Jason & Molly intro the show (01:53) Y Combinator's new $500K deal (09:41) Eight Sleep - Go to https://eightsleep.com/twist to check out the Pod Pro Cover and get $150 off at checkout! (11:14) Early-stage startup investing strategy (19:46) How does YC's move impact the startup landscape (22:57) Is an IPO an Exit? (24:15) Vanta - Get get $1,000 off automating your SOC 2 at https://vanta.com/twist (25:32) Turo S-1 breakdown (36:56) Ourcrowd - Check out the deal of the week at https://ourcrowd.com/twist (38:25) Interview - Deep Sentinel Founder & CEO Dave Selinger (44:52) Deep Sentinel in action (54:24) The power of finding your ideal customer (1:01:33) Potential new features and Deep Sentinel product roadmap (1:07:53) Jason's Deep Sentinel experience (1:15:33) Deep Sentinel semi-supervised learning inspired by Tesla
Check out Deep Sentinel: https://www.deepsentinel.com
FOLLOW Dave: https://twitter.com/daveselinger FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood Lees meer -
Tech pullback, SEC considers tightening startup investing regulations, Apple XR headset leaks | E1357
11 januari 2022 · 53 min
We cover the tech stock pullback (1:34), discuss the impact of the SEC exploring more restrictions and disclosures for late stage private companies (12:00) and share details about Apple's mixed reality headset are leaking (37:07). We wrap with a new segment... over/under(45:11)! Lees meer
00:00 Molly intros the show 01:34 Tech stock pullback amid rate-hike concerns 10:48 Marketerhire - Get $500 off your first hire at https://MarketerHire.com/twist 12:00 The SEC in considering increasing private investing regualtion 21:17 FanDuel Sportsbook - Sign up with promo code TWIST to place a special $1000 risk-free bet at https://fanduel.com 23:02 What is the end game for accredited investor regulations? 35:32 Fellow - Sign up and get $1000 in credits at https://fellow.app/twist 37:07 Apple VR Headset 45:11 Over/under for when Tim Cook retires 51:34 Over/under for when VR is set replace iPhone
FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood -
Sunday VC School: valuation vs. traction matrix + Climate: New Energy Nexus CEO Danny Kennedy | E1356
9 januari 2022 · 1 uur 1 min
Welcome to our new Sunday show. Each episode will have two segments, Sunday VC School and Climate startups. First, Jason and Molly discuss early-stage investing including, Jason's valuation vs. traction matrix (1:44) and developing a BS detector (23:03). Then Jason introduces Molly's new climate segment (27:15) and then Molly interviews New Energy Nexus CEO Danny Kennedy (33:38). They discuss what Danny looks for in clean energy investments(37:03) and more! Lees meer
Valuation vs. Traction Matrix: https://calacanis.com/2019/03/30/the-valuation-vs-traction-matrix
(00:00) Jason intros the show (01:44) Sunday VC School - Assessing a minimum viable product (04:24) Valuation vs. Traction Matrix - https://calacanis.com/2019/03/30/the-valuation-vs-traction-matrix (12:04) Odoo - Get your first app free and a $1000 credit at https://odoo.com/twist (13:17) Getting a good price for a reasonable traction (21:39) Superside - Go to https://superside.com/twist to get $3000 or more in credits when you sign up for an annual subscription (23:03) Why VCs need to trust their BS detector (27:15) Jason and Molly introduce Molly's new climate segment (31:40) Notion - Go to https://Notion.so and use promo code TWIST to get $250 off its annual team plan (33:38) Molly interviews Danny Kennedy, New Energy Nexus CEO (37:03) What Danny looks for in clean energy investments (44:13) What holds people back from investing in climate tech startups (55:46) Hardware vs. software for climate investing
Check out New Energy Nexus: https://www.newenergynexus.com
FOLLOW Danny: https://twitter.com/dannyksfun FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood -
Kazakh Bitcoin mining outage, Synthetic actors, Memes + Ben Awad: Gen Z Programming Mentor | E1355
7 januari 2022 · 1 uur 2 min
Jason and Molly cover how 15% of the world's bitcoin mining network going down when Kazakhstan's internet was shut off (3:11) and Chainalysis' scam report (12:32). Then they do a "We Live in the Future" segment about AI created actors (16:49) and "Memes of the Week" review of Marc Andreessen's tweets (25:32). Finally, Producer Rachel wraps with an "OK Boomer" interview with YouTube creator and software engineer Ben Awad (38:43).
(00:00) Jason and Molly intro the show (01:15) A special welcome video for Molly (03:11) Kazakhstan crypto (10:42) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist (12:32) Chainalysis 2021 Crypto Crime Report (16:49) WLITF Synthesia replacing cameras with code (21:06) Ourcrowd - Check out the deal of the week at https://ourcrowd.com/twist (22:26) Possibilities for AI deepfakes (25:32) Memes of the Week - Marc Andreessen (34:18) OK Boomer - Producer Rachel introduces the guest (37:12) Revelo - Get 20% off the first 3 months by mentioning TWIST at https://revelo.io/twist (38:43) Ben Awad Gen Z Programming Mentor
FOLLOW Ben: https://twitter.com/benawad FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood Lees meer -
GETTR & social media moderation, NYT to acquire The Athletic + Axie Infinity's Jeff Zirlin on NFT gaming | E1354
7 januari 2022 · 1 uur 14 min
00:00 Jason & Molly intro the show 02:25 GETTR get a bump in downloads after Joe Rogan joins 09:55 Dataiku - Create transparent, repeatable, and scalable AI and analytics programs. Visit https://dataiku.com to learn more. 11:00 The darker side of community on the internet 15:54 Jason's take on decentralized social media 18:38 Eight Sleep - Go to https://eightsleep.com/twist to check out the Pod Pro Cover and get $150 off at checkout! 20:11 The challenges of content moderation on social media 21:13 NYT reportedly buying The Athletic for $550M 30:30 Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/TWIST 32:15 Interview - Jeff "Jiho" Zirlin from Axie Infinity 40:11 How "play to earn" games actually work 53:33 How do balance stakeholders in the in-game economy 58:05 Renting Axies and how "guilds" work 1:03:42 Buying digital land
Check out Axie Infinity: https://www.axieinfinity.com
FOLLOW Jiho: https://twitter.com/jihoz_axie FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood Lees meer -
OpenSea raises $300M, VW & Toyota commit $170B to EVs, China's strangled tech sector, New media | E1353
6 januari 2022 · 1 uur 7 min
In this all news show, Jason and Molly cover Toyota & Volkswagen committing a combined $170B to take on Tesla's EV dominance (2:30), NFT platform OpenSea raising a $300M Series C at a $13.3B valuation (20:08), China's tight grip on tech causing job loss and accelerating company closure (44:50), and how Ben Smith from the NYT is teaming up with Bloomberg Media's CEO to launch a new media company (56:52). Lees meer
(00:00) Molly tees up the show (02:30) Toyota and Volkswagen pledge $170B to compete with Tesla (09:16) RealGoodFoods - Go to https://realgoodfoods.com and use code TWIST for $15 off! (10:49) Power of Tesla's supercharging network, why Apple should have bought Tesla (18:55) Marlow - Get 15% off your individual or team memberships at https://getmarlow.com/twist. (20:08) OpenSea just raised $300M at a $13.3B valuation (36:03) Linode - Apply to their Rise program for founder-led, early-stage startups and get 3 years of discounts at https://linode.com/twist. (37:18) Jason teases his first NFT purchase (44:50) China's tech crackdown is causing issues (56:52) Former CEO of Bloomberg Media is starting a new stealth media company
FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood -
Elizabeth Holmes is guilty, Amazon wins over socialists, Biden sanctions China | E1352
5 januari 2022 · 1 uur 7 min
Jason and Molly cover Theranos' Elizabeth Holmes guilty verdict (1:47), how even socialists have admitted that Amazon is the best place many people have ever worked (40:08). To wrap they dig into Biden's new sanctions against China the implications from decoupling our economies (56:16). Lees meer
(00:00) Jason intros the show (01:47) Elizabeth Holmes Theranos fraud trial verdict (09:36) Vanta - Get get $1,000 off automating your SOC 2 at vanta.com/twist (10:53) How VCs vet charlatan founders (17:33) Female CEOs in tech (21:12) Masterworks - Skip the waitlist to invest in art using promo code TWIST at Masterworks.io/twist (22:25) Are Female founders held to a higher standard by the media? (31:17) Ourcrowd - Check out the deal of the week at ourcrowd.com/twist (32:34) Funny Holmes impressions (40:08) Socialist podcast "This Machine Kills" admits Amazon has been the best place many people have worked (56:16) President Biden's sanctions on China and the impact on tech
FOLLOW Jason: linktr.ee/calacanis FOLLOW Molly: twitter.com/mollywood -
How JOKR lost $159 per order, rising startup valuations, OpenSea freezes stolen NFTs, Web 2 CEOs troll Web 3 | E1351
4 januari 2022 · 1 uur 8 min
Jason and Molly cover how QuickCommerce startup JOKR lost $159 per order in the US in August (1:54), the state of startup valuations (25:57), Jason's case of COVID & the state of testing (32:00), OpenSea freezing over $2M worth of stolen NFTs (52:28) and they wrap with quick recap of the latest chapter of Web 3 Twitter beef featuring AirBnB CEO Brian Chesky and Box Founder Aaron Levie (58:24). Lees meer
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The 2021 TWISTY Awards: best guest, most awkward moment, best chemistry & more! | E1350
27 december 2021 · 59 min
Jason hosts "The 2021 TWISTY Awards" where we give out 10 awards for top podcast moments from this year including: the most surprisingly awesome guest (02:17), best chemistry (04:48), best live moment (23:43), most awkward moment (28:51), funniest moment (36:51), best guest (45:19) and more! At the end he has a short "after-party" discussion with producers (50:58). Thank you for listening, this is our last planned episode of 2021. Lees meer
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Web3 wars & Rivian Q3 earnings with our new co-host Molly Wood! | E1349
22 december 2021 · 1 uur 17 min
Jason is joined by This Week in Startups' new co-host Molly Wood for a news show. First they cover why Molly joined the TWiST team (1:24), then they dig into the Web3 wars erupting on Twitter (24:00) and break down Rivian's Q3 earnings (51:45). Producer's note: this is our only podcast this week Lees meer
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Praying For Exits: the satirist of venture capital | E1348
18 december 2021 · 1 uur 17 min
Praying for Exits, the top meme account in Venture Capital joins to discuss being a pseudonymous commentator (01:13), why VCs spend too much time brand building (12:37), entitlement in tech (23:47), assessing founders and companies qualitatively and quantitatively (35:46), crazy VC stories (52:10) plus so much more! Lees meer
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Melania Trump's NFT, Reddit to go public + Twitter's Tony Haile: news & product evolution | E1347
17 december 2021 · 1 uur 8 min
First Jason covers Melania Trump launching an NFT series (02:27) and Reddit just filing to go public(13:10). Then, Twitter's Tony Haile joins (24:14) to talk about selling his startup Scroll to Twitter, helping lead Twitter's product team (37:07), Twitter's roadmap and more. Lees meer