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Jason Calacanis

Jason Calacanis covers startups, tech, markets, media, and all the hottest topics in business and technology. He also interviews the world’s greatest founders, operators, investors, and innovators.

This Week in Startups

Today’s show:

*Amazon’s dropping a LOT of employees for AI and robots… are Jason’s darkest predictions coming true?

Legendary investor Elad Gil joins Jason and Alex for the full show today! Together, they’re digging into the Amazon news, looking back at Jason’s predictions from just last month, and theorizing about just how many people will lose their jobs to computers, and what we’re going to do about it. (Is it possible the US hasn’t been massively hit by job displacement so far because those gigs already moved overseas?)

PLUS… Anthropic’s Dario Amodei responds to criticisms from JCal’s bestie David Sacks, Sesame emerges from stealth to work on AI wearables, and where will people in the future interact with their favorite apps? A headset? Phones? Somewhere else? The great debate continues.

Timestamps:

(00:04:04) Our guest is iconic angel investor Elad Gil! What’s he working on…

(00:04:54) Alexandria AI translates public domain books into all commonly spoken languages… Do people actually prefer AI translations?

(00:09:16) Why compute tends to centralize over time… (It’s because of economies of scale!)

(00:09:29) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST

(00:12:49) So are we building TOO MANY datacenters? Will AI apps eventually run on your phone anyway?

(00:16:39) Jason says “The Age of Efficiency is upon us.”

(00:19:24) When companies trade inference for market share

(00:19:27) Sentry - New users get 3 months free of the Business plan (covers 150k errors). Go to http://sentry.io/twist and use code TWIST

(00:21:57) Why one of the main challenges of adopting AI is buy-in and convincing teams to use it.

(00:25:47) Elad’s robotics questions: (1) What % of winners will be incumbents?

(00:27:50) Jason called the Amazon news last month and we have the receipts!

(00:29:36) Pilot - Visit https://www.pilot.com/twist and get $1,200 off your first yea

(00:45:33) Jason says Adobe and Figma should abandon the UK entirely.

(00:45:55) Time for a Polymarket: The sharps say 80% chance Tesla beats their quarterly earnings

(00:51:02) What is Sesame? They just emerged from stealth, they raised $250M, and they’re working on AI wearables.

(00:53:21) Jason has concerns about AI wearables that are always recording… Does Elad share these concerns?

(01:03:17) The crypto industry is now one of the largest purchasers of US government debt… what does that mean? Who owns who?

(01:08:53) Anthropic responded to JCal’s Bestie David Sacks… Is Dario Amodei a doomer? Fearmongering?

(01:19:12) Why Jason thinks AI companies need to self-regulate

Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.com

Check out the TWIST500: https://www.twist500.com

Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp

Follow Lon:

X: https://x.com/lons

Follow Alex:

X: https://x.com/alex

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

Follow Jason:

X: https://twitter.com/Jason

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

Thank you to our partners:

Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST

Sentry - New users get 3 months free of the Business plan (covers 150k errors). Go to http://sentry.io/twist and use code TWIST

Pilot - Visit https://www.pilot.com/twist and get $1,200 off your first yea

Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland

Check out Jason’s suite of newsletters: https://substack.com/@calacanis

Follow TWiST:

Twitter: https://twitter.com/TWiStartups

YouTube: https://www.youtube.com/thisweekin

Instagram: https://www.instagram.com/thisweekinstartups

TikTok: https://www.tiktok.com/@thisweekinstartups

Substack: https://twistartups.substack.com

Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916

Amazon’s “Age of Efficiency,” LLM distribution, AI wearable worries, and more with Elad Gil | E2197

Are AI tools in the classroom just time-savers, or can they have genuine educational value?In a must-watch TWiST 500 interview, Alex chats with Magic School founder (and former principal) Adeel Khan about how AI tools can make teachers more effective, and keep students inspired, without just doing all the work for them. He talks about turning an AI chatbot into a true assistant teacher, that keeps the lessons balanced yet challenging, and particularly empowers classroom novices and non-professionals.THEN… is 6 years too long for employees to wait to vest? Is this just another founder trying to reinvent EVERYTHING, just because they can’t resist? Ramp CEO Eric Glyman joins Jason and Alex to answer pressing founder questions from viewersPLUS there’s a new entrant in our Gamma Pitch Deck competition, and it’s so compelling, Jason can’t wait to invest! Kris Canete of On the Fly Energy tells us about America’s fragile power grid and his elegant solution: flywheel energy storage!Timestamps:0:00 - Welcome to TWiST!02:59 - Former principal Adeel Khan of TWiST 500's Magic School AI tells us why “teachers are magic”09:41 - Goldbelly ships America’s most delicious, iconic foods nationwide! Get 20% off your first order by going to Goldbelly.com and using the promo code TWiST at checkout.10:50 - How AI tools can particularly help out classroom novices and non-pros who are just getting started20:57 - Check out the online payroll and benefits experts with software built specifically for small business and startups. Try Gusto today and get three months FREE at Gusto.com/twist.26:58 - How Magic School stays ahead of shifting standards across different states and regions32:57 - Zite is the fastest way to build *business software* with AI. Build apps, forms, websites and portals that connect to the tools you already use. Go to *zite.com/twist* to get started.33:30 - Why the best feedback Adeel ever got came from a teenager36:30 - Making AI a true assistant teacher, that keeps lessons balanced yet challenging38:38 - Is a 6-year vesting schedule too aggressive? Eric Glyman responds.41:00 - When even ambitious founders should sometimes just accept a standard deal.57:33 - What IS flywheel energy storage?01:00:00 - Why Jason loves the Fly Energy Gamma pitch and wants to invest right now.01:34:13 - Gamma Outro*Subscribe to the TWiST500 newsletter: [https://ticker.thisweekinstartups.com](https://ticker.thisweekinstartups.com/)Check out the TWIST500: [https://www.twist500.com](https://twist500.com)Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp*Follow Lon:X: https://x.com/lons*Follow Alex:X: https://x.com/alexLinkedIn: [⁠ / alexwilhelm ]( / alexwilhelm )*Follow Jason:X: / jason LinkedIn: [ / jasoncalacanis ]( / jasoncalacanis )Great TWIST interviews: [Will Guidara,]( • Lessons in Unreasonable Hospitality with W... ) [Eoghan McCabe]( • Great Builders & Success First with Interc... ), [Steve Huffman](https://podcasts.apple.com/us/podcast..., [Brian Chesky](https://podcasts.apple.com/ca/podcast..., [Bob Moesta,]( • Decoding Customer Insights, Trust, and the... ) [Aaron Levie](https://podcasts.apple.com/ca/podcast..., [Sophia Amoruso](https://podcasts.apple.com/ca/podcast..., [Reid Hoffman](https://podcasts.apple.com/ca/podcast..., [Frank Slootman](https://podcasts.apple.com/ca/podcast..., [Billy McFarland](https://podcasts.apple.com/ca/podcast...)*Check out Jason’s suite of newsletters: https://substack.com/@calacanis*Follow TWiST:Twitter: / twistartups YouTube: / thisweekin Instagram: [ / thisweekinstartups ]( / thisweekinstartups )TikTok: / thisweekinstartups Substack: [https://twistartups.substack.com](

Magic School uses AI to help kids learn, not cheat | E2196

Today’s show: *Is the AI bubble going to POP? And if so, how much of our economy is it going to take down with it?On a new TWiST, Jason, Alex, and Lon debate the size and scale of the AI bubble, whether poppage is imminent, and just who we can blame for the last few economic crises. (HINT: Not the tech industry!)PLUS why Jason STILL thinks the current AI cycle will be the biggest in tech history, how this morning’s AWS mega-failure might impact the company’s earnings, the spread of AI fakes in the wake of this weekend’s No Kings march, why LLMs may soon put your broker out of business, and much much more.**Timestamps:** (00:02:26) Is AI a BUBBLE? And if so, how BIG?(00:05:12) Are all the major bubbles and corrections always Wall Street’s fault?(00:08:39) Why Jason thinks this AI will be the biggest cycle in the history of technology(10:00) LinkedIn Ads: Thanks to our partner @LinkedInMktg. Launch your first campaign and get $250 FREE when you spend at least $250. Go to [http://LinkedIn.com/ThisWeekinStartups](https://www.linkedin.com/thisweekinstartups) to claim your credit.(20:00) Thank you to our partner @trustvanta! TWiST listeners automate your SOC2 and get $1,000 off at http://www.vanta.com/twist(00:23:01) Will this morning’s AWS failure impact Amazon’s earnings?(30:00) Thanks to our partner @Openphone! Streamline and scale your customer communications with Quo. Get started free, plus get 20% off your first 6 months, at [http://quo.com/TWiST](http://quo.com/TWiSThttp://quo.com/perks/twist)(00:32:49) People couldn’t spot AI fakes from this weekend’s protests… are we cooked?(00:49:54) Jeremy Strong shows off his Mark Zuckerberg impression… and Jason is impressed

*Thank you to our partners:LinkedIn Ads: Thanks to our partner @LinkedInMktg. Launch your first campaign and get $250 FREE when you spend at least $250. Go to [http://LinkedIn.com/ThisWeekinStartups](https://www.linkedin.com/thisweekinstartups) to claim your credit. 

@trustvanta! TWiST listeners automate your SOC2 and get $1,000 off at http://www.vanta.com/twist

@Openphone! Streamline and scale your customer communications with Quo. Get started free, plus get 20% off your first 6 months, at [http://quo.com/TWiST](http://quo.com/TWiSThttp://quo.com/perks/twist)*Check out Jason’s suite of newsletters: https://substack.com/@calacanis*Follow TWiST:Twitter: https://twitter.com/TWiStartupsYouTube: https://www.youtube.com/thisweekinInstagram: [https://www.instagram.com/thisweekinstartups](https://www.instagram.com/thisweekinstartups/)TikTok: https://www.tiktok.com/@thisweekinstartupsSubstack: [https://twistartups.substack.com](https://twistartups.substack.com/)*Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916All rights for the video shared and linked below belong to the original copyright holder, and we are using the footage under the principle of fair use.Listen here:Apple: https://podcasts.apple.com/us/podcast/this-week-in-startups-audio/id315114957Spotify: https://open.spotify.com/show/6ULQ0ewYf5zmsDgBchlkr9Overcast: https://overcast.fm/itunes315114957/this-week-in-startups-audioMore from us:Twitter: https://twitter.com/twistartupsInstagram: https://www.instagram.com/thisweekinstartupsOfficial site: https://thisweekinstartups.comSubscribe to our YouTube to watch all full episodes:https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1Subscribe to TWiST Clips for all the best moments:https://www.youtube.com/channel/UCS7tJlcUA6PzVHEMo-X7ddg?sub_confirmation=1#startups #entrepreneurship #investing #angelinvesting #tech #news #business

Just how frothy is the AI Bubble anyway? | E2195

Deel’s growth overshadows SpyGate, Claude learned new skills, and the great “momentum is moat” debate | EXXX

Today’s show:

*Deel’s growing fast enough that investors are overlooking the espionage allegations and jumping on board anyway. (LAUNCH now owns a lil taste of Deel, so Jason is on board!)

PLUS is the Mag 7 about to become the Mag 70… Why legendary investor Roelof Botha thinks VC is not an asset class… How startups can use capital as a weapon… AND Anthropic gave Claude more skills, which they hope will help pay their bills.

Timestamps:

(00:01:34) Jason’s excited for ski season and checking his favorite powder app, OpenSnow

(00:04:02) Why Jason’s done with meetings; he’s pulling a Doug Leone!

(00:06:27) Jason can tell the market’s heating up because people are starting to lose their minds.

(00:09:31) How much will global AI tools one day be worth? Alex is crunching the numbers.

(10:00) Miro - Help your teams get great done with Miro. Check out miro.com to find out how!

(00:15:22) PREDICTION: The Mag7 is about to become the Mag70

(20:00) Alphasense - Get deeper insights into your business with the power of AI search and market intelligence. Start with a free trial at https://www.alpha-sense.com/twist

(00:25:36) Deel’s big raise… Why major growth overshadows spying allegations

(30:00) LinkedIn Ads: Start converting your B2B audience into high quality leads today. Launch your first campaign and get $250 FREE when you spend at least $250. Go to http://LinkedIn.com/ThisWeekinStartups to claim your credit.

(00:33:31) Why Roelof Botha says VC is a “return-free risk,” and not an “asset class.”

(00:40:49) The two reasons why VC firms end

(00:44:18) How startups can use capital as a weapon

(00:57:52) Anthropic gave Claude Skills to pay the bills

(01:00:51) Jason’s vision for what Grammarly could become

Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.com

Check out the TWIST500: https://www.twist500.com

Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp

Follow Lon:

X: https://x.com/lons

Follow Alex:

X: https://x.com/alex

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

Follow Jason:

X: https://twitter.com/Jason

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

Thank you to our partners:

Miro - Help your teams get great done with Miro. Check out miro.com to find out how!

Alphasense - Get deeper insights into your business with the power of AI search and market intelligence. Start with a free trial at LinkedIn Ads: Start converting your B2B audience into high quality leads today. 

Launch your first campaign and get $250 FREE when you spend at least $250. Go to http://LinkedIn.com/ThisWeekinStartups to claim your credit.

Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland

Check out Jason’s suite of newsletters: https://substack.com/@calacanis

Follow TWiST:

Twitter: https://twitter.com/TWiStartups

YouTube: https://www.youtube.com/thisweekin

Instagram: https://www.instagram.com/thisweekinstartups

TikTok: https://www.tiktok.com/@thisweekinstartups

Substack: https://twistartups.substack.com

Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916

Deel’s growth overshadows SpyGate, Claude learned new skills, and the great “momentum is moat” debate | E2194

Today’s show:

*On a very special TWiST, Jason’s joined by “one of the greatest investors in in the history of VC,” Steve Jurvetson of Future Ventures.

Together, they look back at some of Steve’s earliest investments and learnings, the promise and ultimate failure of nanotech, breaking down the AI hype cycle, the primacy of neural networks, the return of nuclear power, why “AI safety” might be illusory, and much more.

It’s a packed show full of deep insights from one of the greatest minds in technology today. Do not miss this ep!

Timestamps:

(00:00)Jason’s 1-on-1 today with “one of the greatest investors in the history of VC,” Steve Jurvetson

(00:03:04) The early origins of Steve’s fascination with “deep tech”

(00:08:03) Jason and Steve recall playing around with the TRS-80 (“The Trash-80”)

(10:00) Perspective AI: Real insights, straight from your customers, and your first two months are on us. Just go to getperspective.ai/twist.

(00:15:13) Keeping your portfolio diverse when so many companies look the same

(20:00) .TECH: Say it without saying it. Head to get.tech/twist or your favorite registrar to get a clean, sharp .tech domain today.

(00:20:49) The promise of nanotech and why it fell apart

(00:25:46) Breaking down the “hype” cycle and how trends get co-opted

(00:26:27) Why Moore’s Law and the Power Law are so important for investors

(30:00) Northwest Registered Agent - Form your entire business identity in just 10 clicks and 10 minutes. Get more privacy, more options, and more done—visit https://www.northwestregisteredagent.com/twist today!

(00:33:36) Understanding the rise of GPUs and how they resemble tiny brains

(00:51:32) Revisiting a classic clip of Steve talking about robots

(00:54:04) How Jason and Steve got their hands on some of the earliest Tesla Roadsters

(01:00:09) Flashback Clip: Elon predicts 2025 in 2015… how’d he do?

(01:02:46) Why did the world turn SO strongly against nuclear energy?

(01:16:06) Can we make AI “safe” in the age of GPT Psychosis? Is it too inscrutable?

(01:21:54) Why Steve thinks technology will ultimately doom autocratic regimes.

Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.com

Check out the TWIST500: https://www.twist500.com

Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp

Follow Lon:

X: https://x.com/lons

Follow Alex:

X: https://x.com/alex

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

Follow Jason:

X: https://twitter.com/Jason

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

Thank you to our partners:

 • TECH: Say it without saying it. Head to 
get.tech/twist • or your favorite registrar to get a clean, sharp .tech domain today.
 • Northwest Registered Agent - Form your entire business identity in just 10 clicks and 10 minutes. Get more privacy, more options, and more done—visit 
https://www.northwestregisteredagent.com/twist • today!
 • Perspective AI: Real insights, straight from your customers, and your first two months are on us. Just go to 
getperspective.ai/twist • .

Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland

Check out Jason’s suite of newsletters: https://substack.com/@calacanis

Follow TWiST:

Twitter: https://twitter.com/TWiStartups

YouTube: https://www.youtube.com/thisweekin

Instagram: https://www.instagram.com/thisweekinstartups

TikTok: https://www.tiktok.com/@thisweekinstartups

Substack: https://twistartups.substack.com

Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916

Legendary VC Steve Jurvetson looks ahead at neutral networks, Tesla, nuclear power, and more | E2193

Today’s show:

*Eric Glyman of Ramp joins us to share the fintech unicorn’s growth secrets AND their Lab full of research data.

On TWiST, Jason and Alex chat with Eric about Ramp’s counter-intuitive mission — helping startups spend LESS money — PLUS they take a deep dive into the company’s treasure trove of startup trend data. Why is there a huge spike in unemployed recent college trends? Is “static team size” as a big a story as Jason and Alex think? What does it actually take to get companies to adopt AI Agents? The answers all might be in these Ramp numbers.

PLUS Eric joins us for some hot Founder Q’s, and what’s going on with all this Y Combinator drama? We’re sifting through the angriest tweets for the inside scoop.

FINALLY, Jason recommends some of his favorite startup accelerators of the moment (aside from his own) including…

PearXArc from SequoiaAntlerSpeedrun from a16z
Timestamps:

(00:02:18) The 72-hour rule strikes again: Trump’s China’s tariff reversal

(00:03:10) Why crypto got hit even HARDER than the stock market post-Trump announcement

(00:07:32) Market manipulation “at a scale we’ve never seen before…”; what does this mean for everyday investors?

(10:05) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST

(00:12:55) Ramp CEO Eric Glyman swings by to update us on his fintech unicorn’s growth and their “Lab” for research data

(20:09) Netsuite - Download the ebook CFO’s Guide to AI and Machine Learning for free at https://www.netsuite.com/twist

(00:21:40) Is “static team size” a real trend? What the Ramp data shows…

(00:26:25) Ramp’s “counter-intuitive” mission: to help companies spend LESS money, not more.

(30:24) Paper OS offers the largest library of AI-driven Workflows for both founders & fund managers. Claim your $10K credit at paperos.com/twist

(00:38:07) WHY the huge spike in unemployed recent college grads? Especially among the guys?

(00:49:16) What it actually takes to get companies to adopt AI agents into their processes

(00:52:25) Why Jason thinks Eric is a top-tier TWiST guest. We’re going through the metrics…

(00:54:05) There’s YC drama on social media now… we’re spilling the tea.

Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.com

Check out the TWIST500: https://www.twist500.com

Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp

Follow Lon:

X: https://x.com/lons

Follow Alex:

X: https://x.com/alex

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

Follow Jason:

X: https://twitter.com/Jason

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

Thank you to our partners:

 • Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at 
https://www.Squarespace.com/TWIST • Netsuite - Download the ebook CFO’s Guide to AI and Machine Learning for free at 
https://www.netsuite.com/twist • PAPER OS - Building an empire? PaperOS offers the largest library of AI-driven Workflows for both founders & fund managers. Whether you’re raising capital, launching a fund, or wading through diligence, PaperOS unlocks simplicity and scale for your ever-growing empire. Claim your $10K credit at 
paperos.com/twist

Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland

Check out Jason’s suite of newsletters: https://substack.com/@calacanis

Follow TWiST:

Twitter: https://twitter.com/TWiStartups

YouTube: https://www.youtube.com/thisweekin

Instagram: https://www.instagram.com/thisweekinstartups

TikTok: https://www.tiktok.com/@thisweekinstartups

Substack: https://twistartups.substack.com

Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916

What Ramp’s data tells us about AI, unemployment and more with CEO Eric Glyman | E2192

Figure’s 03 Chore-bot, Jake Paul Sora takeover, ChatGPT app integrations, and more | E2191

Today’s show:

Figure’s butler-bot could be cleaning up after you soon than you think!

On a Friday TWiST, Jason and Lon are checking out the Figure 03 demo reel, checking out the humanoid robot that could soon be hanging out in your house, doing your chores.

Lon’s a bit skeptical that full-sized Westworld drones will soon be on everyone’s home but the technology is obviously moving forward at a rapid clip and cutting-edge AI models are making the bots smarter than ever.

PLUS… what will be the impact of Presidents Trump and Xi’s new fight over rare earth minerals? Why are Jake Paul and Mark Cuban starring in SO MANY Sora clips? How well do these ChatGPT app integrations work, and why are they going to free users first? And much much more, on a can’t-miss new TWiST

Timestamps:

(0:00) Figure’s humanoid and its new capabilities

(2:15) Show start: Jason welcomes co-host Lon Harris

(6:24) The global dependency on China for rare earth minerals

(9:48) .TECH: Say it without saying it. Head to get.tech/twist or your favorite registrar to get a clean, sharp .tech domain today.

(10:54) Sora, AI likeness & deepfakes

(17:05) DEMO: Producer Oliver showcases ChatGPT's new integrations!

(19:45) Northwest Registered Agent - Form your entire business identity in just 10 clicks and 10 minutes. Get more privacy, more options, and more done—visit https://www.northwestregisteredagent.com/twist today!

(27:54) The future of AI: Will there be thousands of app integrations?

(30:41) Alphasense - Get deeper insights into your business with the power of AI search and market intelligence. Start with a free trial at https://www.alpha-sense.com/twist

(33:44) Discussing Reflection AI: A new American open-source model

(40:35) Reddit Rapid Response: Why young professionals should work in the office

(47:50) How AI is eliminating entry-level jobs & the need for executive training

(54:15) Jason's pitch to shut down the USPS and turn post offices into nursery schools

(58:25) Jason shares his personal journey with GLP-1s & Ro.co

(1:01:05) The Figure One robot: New video and future potential

(1:04:20) How LLMs are the key to unlocking humanoid robot capabilities

Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.com

Check out the TWIST500: https://www.twist500.com

Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp

Follow Lon:

X: https://x.com/lons

Follow Alex:

X: https://x.com/alex

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

Follow Jason:

X: https://twitter.com/Jason

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

Thank you to our partners:

 • .TECH: Say it without saying it. Head to 
get.tech/twist • or your favorite registrar to get a clean, sharp .tech domain today.
 • Northwest Registered Agent - Form your entire business identity in just 10 clicks and 10 minutes. Get more privacy, more options, and more done—visit 
https://www.northwestregisteredagent.com/twist • today!
 • Alphasense - Get deeper insights into your business with the power of AI search and market intelligence. Start with a free trial at 
https://www.alpha-sense.com/twist

Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland

Check out Jason’s suite of newsletters: https://substack.com/@calacanis

Follow TWiST:

Twitter: https://twitter.com/TWiStartups

YouTube: https://www.youtube.com/thisweekin

Instagram: https://www.instagram.com/thisweekinstartups

TikTok: https://www.tiktok.com/@thisweekinstartups

Substack: https://twistartups.substack.com

Figure’s 03 Chore-bot, Jake Paul Sora takeover, ChatGPT app integrations, and more | E2191

Today’s show:

*Zach Dell of Base Power joins us at the top of today’s show to talk about building batteries in Austin, that $1 billion investment, and why an “all of the above” energy strategy is the only way forward.

PLUS Jason and Alex’s thoughts on that Tesla non-upside down car announcement, growing resentments toward AI datacenters, Chinese robots actually going on sale, Tim Cook’s potential Apple exit, xAI’s Nvidia agreement and MUCH MORE.

Timestamps:

(00:02:10) A MAJOR GUEST! Zach Dell of Base Power joins us from the top of the show.

(00:03:31) The basics of Base Power’s business model: the best electron is the cheapest electron

(00:08:38) Zach teases Base’s new, time-saving approach to battery installation

(00:10:32) Vanta - Get $1000 off your SOC 2 at https://www.vanta.com/twist

(00:18:12) How Base’s grid can help drive down overall energy prices

(00:21:17) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST

(00:30:12) Sentry - New users get 3 months free of the Business plan (covers 150k errors). Go to http://sentry.io/twist and use code TWIST

(00:36:20) Tesla did not announce an upside fan car… Oh well…

(00:44:27) Buy your Chinese robot TODAY on Walmart dot com? Or not!

(00:48:12) Is Tim Apple EXITING Apple? Who’s next?

(00:59:22) ANOTHER mega-deal? Now xAI is circling a Nvidia investment…

Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.com

Check out the TWIST500: https://www.twist500.com

Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp

Follow Lon:

X: https://x.com/lons

Follow Alex:

X: https://x.com/alex

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

Follow Jason:

X: https://twitter.com/Jason

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

Thank you to our partners:

 • Vanta - Get $1000 off your SOC 2 at 
https://www.vanta.com/twist • Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at 
https://www.Squarespace.com/TWIST • Sentry - New users get 3 months free of the Business plan (covers 150k errors). Go to 
http://sentry.io/twist • and use code TWIST

Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland

Check out Jason’s suite of newsletters: https://substack.com/@calacanis

Follow TWiST:

Twitter: https://twitter.com/TWiStartups

YouTube: https://www.youtube.com/thisweekin

Instagram: https://www.instagram.com/thisweekinstartups

TikTok: https://www.tiktok.com/@thisweekinstartups

Substack: https://twistartups.substack.com

Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916

Battery Power for Texans with Zach Dell, plus Tim Apple is LEAVING?, Polymarket to the US, and a Tesla fan update | E2190

Everything’s going great here at This Week in Startups — and we’re expanding! As we launch a brand new podcast next year, we’re looking to bring on two new creative roles:

Video Editor — Full-time or part-time, remote or in-person (Austin). If you love startups and tech and you’re skilled at editing, this is your shot. Send your portfolio to editor@launch.co.

Short-Form Video Editor (CapCut) — Help us create top-tier TikToks, Reels, and YouTube Shorts from our podcast content. If you’re great with CapCut and have a feel for viral startup content, email capcut@launch.co.

We don’t care about degrees or titles — just talent, creativity, and passion for startups. Competitive pay, flexible hours, and the chance to work with one of the top startup shows in the world.

Apply now:

Video Editor → editor@launch.co

Shorts Editor → capcut@launch.co

#startups #hiring #videoediting #podcast #ThisWeekInStartups #tech

We’re Hiring! Join the This Week in Startups Team

Today’s show:

*How many weirdly circular mega-deals is OpenAI going to sign this year?

On a new TWiST, Jason and Alex consider OpenAI’s latest agreement with AMD, how the biggest American companies keep trading cash and chips back and forth, and whether or not the entire AI economy might be a house of cards.

PLUS what kind of fan/leafblower tech is Tesla working on… what can Jevons Paradox tell us about the AI landscape… how easy is it to master games in the YC Arena… and WHY has NASA never built a base on the moon? We’re asking the TOUGH QUESTIONS so you don’t have to, only on the #1 tech podcast, “This Week in Startups.”

Timestamps:

(0:00) Jason and Alex open the show discussing hunting and traditional Texas meat exchanges

(2:16) ANOTHER weirdly circular OpenAI mega-deal? How many mega-deals can one company MAKE?

(3:50) Are all these “bizarre” OpenAI deals creating a house of cards?

(10:00) Stripe Startups - Stripe Startups offers early-stage, venture-backed startups access to Stripe fee credits and more. Apply today on stripe.com/startups.

(20:00) Oracle - Try OCI and save up to 50% on your cloud bill at https://oracle.com/twist⁠⁠⁠

(21:14) Is the Tesla Roadster 2 coming soon? Or maybe a leaf blower?!

(22:00) Datacenters in space! Is it getting crowded up there?

(26:22) Why no moon base yet? Jason demands a moon base.

(27:00) We’re playing games in the YC Arena… Can Jason guess which pitches got accepted?

(30:00) Coda - Empower your startup with Coda’s Team plan for free—get 6 months at https://www.Coda.io/twist

(32:00) How Jason picks companies to invest in, based on a few signals and metrics

(04500) We found out what Figure’s bots are actually doing for BMW

(53:00) Sharpies figured out how to make their pens here in the US… who’s next?!

(57:00) Could ChatGPT really replace Deloitte consultants? Considering the latest controversy…

(01:03:29) It’s another Gamma Pitch: Welcome Ryan Yannelli of NextVisit AI, which helps therapists take notes

Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.com

Check out the TWIST500: https://www.twist500.com

Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp

Follow Lon:

X: https://x.com/lons

Follow Alex:

X: https://x.com/alex

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

Follow Jason:

X: https://twitter.com/Jason

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

Thank you to our partners:

 • Stripe Startups - Stripe Startups offers early-stage, venture-backed startups access to Stripe fee credits and more. Apply today on 
stripe.com/startups • .
 • Oracle - Try OCI and save up to 50% on your cloud bill at 
https://oracle.com/twist⁠⁠⁠ • Coda - Empower your startup with Coda’s Team plan for free—get 6 months at 
https://www.Coda.io/twist

Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland

Check out Jason’s suite of newsletters: https://substack.com/@calacanis

Follow TWiST:

Twitter: https://twitter.com/TWiStartups

YouTube: https://www.youtube.com/thisweekin

Instagram: https://www.instagram.com/thisweekinstartups

TikTok: https://www.tiktok.com/@thisweekinstartups

Substack: https://twistartups.substack.com

Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916

OpenAI’s latest “bizarre” mega-deal, datacenters in space, previewing Tesla’s big announcement and more | E2189

1:03 Jason's thoughts on the exploding DTC movement

4:10 How Jason discovered Eight Sleep

7:15 Jason intros Matteo Franceschetti

8:18 Matteo describes starting Eight Sleep and The Pod

15:48 What was Matteo's history before Eight Sleep

16:27 What did Matteo learn from his prior career in Solar Energy?

20:11 What has Matteo learned about users' sleep through data analysis

22:54 How does the thermo alarm work?

26:52 What is Eight Sleep doing with their sleep data?

29:36 What does the future look like for Eight Sleep?

36:50 What has Matteo learned about DTC marketing?

40:20 Dealing with returns

42:46 Which marketing channels does Matteo capitalize on?

46:30 What were Jason's instructions for reading Eight Sleep ads?

46:55 Are pop-up locations a possibility?

49:03 What is the endgame for smart-fitness products like Peloton & Tonal?

56:04 Eight Sleep's $40M raise

E1001: Eight Sleep CEO & Co-founder Matteo Franceschetti pioneered “sleep-fitness” with smart heating & cooling technology; shares insights on product iteration, delighting customers, innovating in D2C, raising $40M from LAUNCH, Founders Fund, Craft & more

E1001: Eight Sleep CEO & Co-founder Matteo Franceschetti pioneered “sleep-fitness” with smart heating & cooling technology; shares insights on product iteration, delighting customers, innovating in D2C, raising $40M from LAUNCH, Founders Fund, Craft & more

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