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This Week In Startups is made possible by: Plaud: http://Plaud.ai/twist Odoo: http://Odoo.com/twist Northwest Registered Agent: http://www.northwestregisteredagent.com/twistdomain Quo: https://www.quo.com/perks/twist Today’s show: A personal AI agent that’s still invite-only just hit a $10 billion valuation. Guest host Deedy Das of Menlo Ventures is joined by Kanu Gulati of Khosla Ventures, Chris Farmer of SignalFire, and Sheel Mohnot of Better Tomorrow Ventures to debate whether Instinct can beat Meta’s Muse, what they actually use their own agents for, and what breaks when everyone’s agent makes the same move. Plus we’re also talking about OpenAI’s math breakthroughs, the Factory vs. Cognition fight, and whether SaaS is still worth funding. Catch the whole debate on this week’s VC roundtable. Guests: Deedy Das on X: https://x.com/deedydas Menlo Ventures: https://menlovc.com Kanu Gulati on X: https://x.com/KanuGulati Khosla Ventures: https://www.khoslaventures.com Chris Farmer on X: https://x.com/chriswfarmer SignalFire: https://www.signalfire.com Sheel Mohnot on X: https://x.com/pitdesi Better Tomorrow Ventures: https://www.btv.vc Relevant Links: OpenAI’s 722 math manuscripts from an unreleased internal model → https://github.com/openai/math OpenAI’s earlier Navier–Stokes Millennium Prize result → https://openai.com/index/navier-stokes-solution/ Pramaana Labs, the Khosla-backed startup turning tax rules into provable logic → https://pramaanalabs.ai Logos Research, the Imperial College spinout verifying AI-written financial code → https://www.imperial.ac.uk/news/articles/2026/logos-research-plans-to-make-ai-reasoning-trustworthy-in-high-stakes-environments/ EvenUp, SignalFire’s AI company for personal injury law → https://www.evenuplaw.com/ WindBorne Systems, the Khosla-backed weather balloon company Kanu mentioned → https://windbornesystems.com Gokul Rajaram’s X Post: https://x.com/gokulr/status/2107851356019290569?s=20 micro1, the AI training data company Chris and LAUNCH backs → https://www.micro1.ai Vercel’s data on companies shifting to open-weight models → https://vercel.com/i/open-weight-models Instinct raises $1B at a $10B valuation (SiliconANGLE) → https://siliconangle.com/2026/09/28/everyday-personal-ai-assistant-startup-instinct-raises-1b-at-10b-valuation/ Meta introduces Muse, its personal AI agent → https://about.fb.com/news/2026/09/introducing-muse-personal-ai-agent/ Wajo, maker of the Fo agent Kanu uses → https://wajo.ai Factory’s CEO accuses his board adviser of spying for Cognition (TechCrunch) → https://techcrunch.com/2026/09/30/factory-ceo-just-accused-his-vc-board-advisor-of-spying-for-cognition/ xAI rents its Colossus 1 data center to Anthropic (Data Center Dynamics) → https://www.datacenterdynamics.com/en/news/musk-spacex-xai-is-actively-seeking-more-ai-compute-customers-following-anthropic-deal/ Bending Spoons agrees to buy Miro, weeks after Airtable → https://investors.bendingspoons.com/newsroom/bending-spoons-agrees-to-acquire-miro The FCC’s new rule on foreign-made robots → https://www.fcc.gov/covered-list-faqs-robots-inverters Timestamps: 0:00 VC roundtable with guest host Deedy Das 1:23 If your work depends on conversations - interviews, meetings, calls - you need a Plaud NotePin S. You can check it out at https://Plaud.ai/twist and use code TWIST for 10% off! 2:11 OpenAI's math results and what's left to invest in 5:10 Formalizing taxes and code so AI can prove its work 6:37 Why science breakthroughs still need the real world 9:44 Odoo: The all-in-one business platform. Your first app is free! Get started today at https://Odoo.com/twist 10:54 Can startups compete with the labs on compute? 13:02 Private data and vertical AI as the moat 18:54 Would you invest in AI training data companies? 20:34 Got a new business idea? Northwest Registered Agent helps you bring it to life. Get a free domain, email, phone number, and more - with no purchase required! - Learn more at www.northwestregisteredagent.com/twistdomain 26:29 What a great founder looks like in the AI era 29:13 Quo (formerly OpenPhone) gives you a clean, modern way to handle every customer call, text, and thread all in one place. Try it free at https://quo.com/TWiST 34:35 Is Instinct worth $10 billion? 41:31 Can Muse reach a billion daily users? 44:49 Favorite personal agent use cases 49:06 What happens when everyone's agent makes the same call 53:17 Factory vs. Cognition and VCs backing rivals 1:03:49 Is SaaS still worth venture money? 1:09:49 Where the panel gets its information 1:14:45 What a seed fund means in 2026 Subscribe to our newsletters on Substack: TWiST: https://twistartups.substack.com/ TWiAI: https://www.thisweekinai.ai/ TWiVC: https://thisweekinvc.substack.com/ Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp Follow Lon: X: https://x.com/lons Follow Jason: X: https://twitter.com/Jason LinkedIn: https://www.linkedin.com/in/jasoncalacanis Thank you to our partners: Check out all our partner offers: https://partners.launch.co/

This Week In Startups is made possible by: Vanta: https://www.vanta.com/twist DigitalOcean: https://do.co/twist Sentry: http://sentry.io/twist Plaud: http://Plaud.ai/twist Today’s show: The smarter AI gets, the more it just does the work for you, and the less helpful it becomes as a tutor. Shan Reddy of Aristotle joins Jason to demo a voice-first tutor built to run a session the way a $200-an-hour human tutor would. We also dive into why frontier models are trained to hand you answers rather than build real understanding. PLUS, in Ask Jason, an incoming Fordham student (Jason’s alma mater!) wants to prepare for a career in finance. Plus, David from NYU calls back and wants to discuss what everyone would do with $500K in free money. Then, why does Jason think the Doomerism is coming from inside the AI labs? Guests: Shan Reddy on X: https://x.com/rshanreddy Aristotle: https://www.heyaristotle.com/ Relevant Links: Shoe Dog by Phil Knight → https://en.wikipedia.org/wiki/Shoe_Dog Something Like an Autobiography by Akira Kurosawa → https://en.wikipedia.org/wiki/Something_Like_an_Autobiography Einstein: His Life and Universe by Walter Isaacson, which Dovid is reading now → https://en.wikipedia.org/wiki/Einstein:_His_Life_and_Universe Gartner, Jason's example of firms doing research on behalf of corporations → https://www.gartner.com/ "Religious Scholars Met With Anthropic. What They Heard Stunned Them." by Elizabeth Dias, The New York Times, Sept. 29, 2026; the story Lon brings up → https://www.inquirer.com/news/nation-world/religious-leaders-met-with-anthropic-20260930.html David Sacks accuses Anthropic of a "regulatory capture strategy based on fear-mongering"; the line Lon references (Bloomberg Law) → https://news.bloomberglaw.com/artificial-intelligence/anthropic-is-running-a-strategy-based-on-fear-mongering-sacks Aristotle's $5M seed round (PR Newswire) → https://www.prnewswire.com/news-releases/aristotle-secures-5m-to-replace-the-chatbot-with-high-dosage-ai-tutoring-for-students-302880500.html "The 2 Sigma Problem" by Benjamin Bloom (1984), original paper → https://web.mit.edu/5.95/readings/bloom-two-sigma.pdf Journal record (Educational Researcher / SAGE) → https://journals.sagepub.com/doi/10.3102/0013189X013006004 NYC's AI moratorium through 8th grade (ABC News) → https://abcnews.com/Technology/new-york-city-public-schools-banning-ai-middle/story?id=136134872 Alpha School → https://www.alpha.school Brilliant's origin story at the LAUNCH Festival (NPR) → https://www.npr.org/blogs/alltechconsidered/2013/07/23/203677692/giving-brightest-kids-the-cram-school-experience-online Timestamps: 0:00 Live Ask Jason kicks off 0:14 Plaud: If your work depends on conversations — interviews, meetings, calls — you need a Plaud NotePin S. You can check it out at https://Plaud.ai/twist and use code TWIST for 10% off! 0:56 Fordham-bound caller asks how to break into finance in the AI era 5:15 Jason's gift: read one biography a month 9:22 Vanta: Get $1000 off your SOC 2 at https://www.vanta.com/twist 11:22 Returning caller David: what would you do with $500K? 19:09 DigitalOcean: Want to see what building on a true AI-native platform looks like? Head to https://do.co/twist to start building on DigitalOcean's AI-Native Cloud today - and cut your AI workload costs by up to 50%. 23:56 Bringing an AI protein folding tool into drug discovery 26:35 How to do customer discovery with big companies 29:00 The "dark arts" of market research and corporate intelligence 29:29 Sentry: Your team should be focused on shipping features - not chasing down bugs. New users can get $240 in free credits when they go to https://sentry.io/twist and use the code TWIST26 32:59 Is AI fear a dark PR campaign? 34:17 Anthropic meets with religious scholars 40:01 Are AI labs living through an Oppenheimer moment? 42:06 Why we need to talk about AI's upside in education 43:47 Sean Ready, co-founder and CEO of Aristotle, joins 44:58 Why AI models are getting worse at teaching 47:09 Aristotle demo: a voice AI tutor for AP Calculus 50:29 Predicting the next best teaching action 53:32 Bloom's two sigma problem and one-on-one tutoring 54:38 Aristotle's business model and pricing 57:09 Building a tutoring harness vs. relying on frontier labs 1:00:21 Why dyslexic students love Aristotle 1:01:56 Hand-grading thousands of hours of tutoring sessions 1:04:22 Socialization, classrooms and the future of public education 1:08:32 Where to try Aristotle and open roles Subscribe to our newsletters on Substack: TWiST: https://twistartups.substack.com/ TWiAI: https://www.thisweekinai.ai/ TWiVC: https://thisweekinvc.substack.com/ Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp Follow Lon: X: https://x.com/lons Follow Jason: X: https://twitter.com/Jason LinkedIn: https://www.linkedin.com/in/jasoncalacanis Check out all our partner offers: https://partners.launch.co/

This Week In Startups is made possible by: Every.io: http://every.io/ Northwest Registered Agent: https://www.northwestregisteredagent.com/twistdomain Odoo: http://Odoo.com/twist Plaud: http://Plaud.ai/twist Today’s show: What can AI do with the guardrails OFF? Devon Thomas of Abliteration.ai thinks defenders should have access to the same kinds of tools, rather than having one hand tied behind their backs. Then, on Ask Jason, learn what AI means for the billable hour from a legal-tech founder. PLUS, are AI microdramas a real ecosystem or a fad, and does AI finally make solo founders fundable? Guests: Devon Thomas on X: https://x.com/founderengineer Abliteration: https://abliteration.ai/ Relevant Links: Abliteration.ai on a16z speedrun — the accelerator Jason congratulated Devon on → https://speedrun.a16z.com/companies/abliteration TechCrunch: "Abliteration.ai is making a business out of removing AI guardrails" — the coverage behind the recent attention → https://techcrunch.com/2026/09/03/abliteration-ai-is-making-a-business-out-of-removing-ai-guardrails/ Abliteration.ai press page → https://abliteration.ai/press Anthropic Frontier Red Team: "GLM-5.3 and the spread of advanced cyber capabilities" — the blog Devon cited on how capable abliterated GLM-5.3 is → https://www.anthropic.com/research/glm-5-3-and-the-spread-of-advanced-cyber-capabilities CNBC: Trump's executive order renaming AI "super intelligence," signed the same day → https://www.cnbc.com/2026/09/29/trump-ai-super-intelligence.html Nextgov/FCW: OpenAI agents accessed Census and SEC data — detail on the dozens of organizations OpenAI notified → https://www.nextgov.com/cybersecurity/2026/09/openai-says-its-advanced-models-may-have-gone-after-government-websites/416250/ Financial Times: "AI wrecking ball fractures billable-hour fee model" Seedance 2.5 — ByteDance's video model Bruno asked about → https://technode.com/2026/07/31/bytedance-launches-seedance-2-5-video-generation-model/ Pixar / Toy Story — the CGI "Toy Story moment" Jason expects for AI video → https://en.wikipedia.org/wiki/Toy_Story Practi — Mathew's platform for helping law firms move from hourly billing to subscriptions → https://practi.ai/hello Timestamps: 0:00 What http://Abliteration.ai does, and who the frontier labs are shutting out 2:44 Plaud: If your work depends on conversations - interviews, meetings, calls - you need a Plaud NotePin S. You can check it out at https://Plaud.ai/twist and use code TWIST for 10% off! 2:56 Why defenders don't get the attackers' tools 4:16 "Inversion of control": letting customers set their own guardrails 6:47 Who's liable? The hammer analogy and the White House self-regulation pact 10:11 Every: For all of your incorporation, banking, payroll, benefits, accounting, taxes or other back-office administration needs, visit https://every.io. 13:10 Why AI labs publicize their scariest hacks 18:52 Customers: from cyber startups to Fortune 500 CISOs 19:56 Northwest Registered Agent: Got a new business idea? Northwest Registered Agent helps you bring it to life. Get a free domain, email, phone number, and more - with no purchase required! - Learn more at http://northwestregisteredagent.com/twistdomain 24:41 Chinese image and video models 27:20 Why most businesses still barely use AI 29:02 Ask Jason begins 29:24 Mathew Kerbis (Practi): What does AI do to the billable hour? 30:16 Odoo: The all-in-one business platform. Your first app is free! Get started today at https://Odoo.com/twist 32:45 Will subscriptions replace hourly billing? 37:27 Bruno Vilela: Are AI microdramas an ecosystem or a fad? 39:35 Lon's microdrama pitch to Snapchat and TikTok's PineDrama 48:09 Josh Ezell: Does AI change the bias against solo founders? 49:26 Jason's three-two-one framework and the risks founders must eliminate Subscribe to our newsletters on Substack: TWiST: https://twistartups.substack.com/ TWiAI: https://www.thisweekinai.ai/ TWiVC: https://thisweekinvc.substack.com/ Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp Follow Lon: X: https://x.com/lons Follow Jason: X: https://twitter.com/Jason LinkedIn: https://www.linkedin.com/in/jasoncalacanis Check out all our partner offers: https://partners.launch.co/ Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland 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

This Week In Startups is made possible by: Plaud: http://Plaud.ai/twist CLA: https://claconnect.com/tech Sentry: http://sentry.io/twist Lightfield: http://sentry.io/twist Today’s show: Google once interviewed the entire Justin.tv (now Twitch) team and then walked away from an acquisition deal, saying they weren’t good enough. Seven investors passed on buying 10% of Airbnb for $150,000, a stake pegged at roughly $9.25 billion today. Lon Harris and Alex Wilhelm revisit classic TWiST interviews with Justin Kan of Twitch and Brian Chesky of Airbnb to find out what those founders understood that the market didn't. PLUS, how did a box of cereal win over Paul Graham and get Airbnb into Y Combinator? Flashback Guests: Justin Kan on X: https://x.com/justinkan Twitch: https://www.twitch.tv/ Justin Kan (@justinkan) on X Brian Chesky on X: https://x.com/bchesky AirBnB: https://www.airbnb.com/ Relevant Links: TWiST E900: Justin Kan, co-founder of Justin.tv, Twitch & Atrium (Feb 5, 2019) → https://thisweekinstartups.com/episodes/L3DP8VCE12s TWiST E1735: Airbnb CEO Brian Chesky on early rejection, customer focus & AI (May 4, 2023) → https://www.youtube.com/watch?v=aZ-BjJZxNoA Halo 3: the game that flooded Mahalo with traffic → https://en.wikipedia.org/wiki/Halo_3 Weblogs, Inc.: Jason's blog network, home of Engadget → https://en.wikipedia.org/wiki/Weblogs,_Inc. Instinct: the invite-only personal AI agent from founder Noah Shinn → https://www.instinct.co/ AMD to acquire World Labs for $8.2B in stock; Li becomes AMD chief scientist (Bloomberg) → https://www.bloomberg.com/news/articles/2026-09-28/amd-to-buy-fei-fei-li-s-world-labs-ai-startup-for-8-2-billion Lovable: where Lon says he'd rebuild a bad app in two hours → https://lovable.dev/ Y Combinator → https://www.ycombinator.com/ Paul Graham on X → https://x.com/paulg Obama O's and Cap'n McCain's: the cereal that funded Airbnb → https://en.wikipedia.org/wiki/Airbnb#History Stripe: what Paul Graham suggested they build instead → https://stripe.com/ Timestamps: 0:00 Justin Kan on episode 900 (Feb 2019) 3:44 When Jason and Justin realized people watch gaming 5:52 Mahalo, Halo 3, and betting a company on 3% of its traffic 10:21 CLA: Get started with CLA's CPAs, consultants, and wealth advisors now at https://www.claconnect.com/withyou 11:42 The "zombie startup" years and Google's rejection 17:06 Instinct: the AI agent built for venture capitalists 19:43 Sentry: New users can get $240 in free credits when they go to https://sentry.io/twist and use the code TWIST26 28:08 Kozmo.com and the era of "make number go up" 30:06 Lightfield: Name one person who's ever enjoyed updating a CRM. Exactly. Lightfield's AI agent does it for you - it even prospects and books your meetings. Used by thousands of startups. Free at https://lightfield.app/ 32:57 Why AI companies have to monetize faster 34:00 Clip: Justin Kan on knowing yourself as a founder 37:24 An early rejection of "founder mode"? 38:33 Brian Chesky on episode 1735 (May 2023) 39:27 "I hope that's not the only idea you're working on" 43:27 What 10% of Airbnb for $150K is worth today 46:05 Obama O's and the Y Combinator interview 48:15 Why investors fund unkillable, attention-hacking founders 54:37 Clip: Chesky on AI, deepfakes, and authenticity 58:13 Is AI costing jobs or just making them busier? 1:05:04 Did AI create "millions of startups"? Subscribe to our newsletters on Substack: TWiST: https://twistartups.substack.com/ TWiAI: https://www.thisweekinai.ai/ TWiVC: https://thisweekinvc.substack.com/ Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp Follow Lon: X: https://x.com/lons Follow Jason: X: https://twitter.com/Jason LinkedIn: https://www.linkedin.com/in/jasoncalacanis Check out all our partner offers: https://partners.launch.co/ Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland 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

This Week In Startups is made possible by: Every.io: http://every.io/ Northwest Registered Agent: www.northwestregisteredagent.com/twistdomain Sentry: http://sentry.io/twist Today’s show: A product that would have cost $500,000 to build in 2006 now costs less than a used car. Jason put up $5,000 on an idea he'd been sitting on for 20 years, and so far, we’ve received dozens of amazing submissions from vibecode experts. See how well the Top 3 demos fare, and which app was so good, Jason’s already thinking about spinning it off into a startup. PLUS, an unhoused founder calls in asking how to raise money for not one but two pre-revenue startups? Hear Jason and Lon’s advice. Submissions: Submission 1 — https://annotated.wtf By Robert Submission 2 — https://annotated.bytetalk.ai/feed By Alan Shiflett Alan on X: https://x.com/alanshiflett Submission 3 — https://anotated.com/ By Chirag Asarpota Chirag on X: https://x.com/ChiragAsarpota Relevant Links: annotated.com bounty brief — https://annotated.lovable.app/ All active TWiST bounties — https://www.thisweekinstartups.com/bo... The other open $5,000 bounty: a sidebar companion app for podcasts — https://www.notion.so/launch1/5K-Boun... Timestamps: 0:00 Why Jason bought annotated.com 0:33 The original idea: highlight any sentence on the web and dispute it 1:25 The rules: the code is open source, and Jason can cancel any time 2:06 Submission 1: Robert's annotated.wtf 9:31 Every.io - For all of your incorporation, banking, payroll, benefits, accounting, taxes or other back-office administration needs, visit https://every.io11:36 Submission 1 Scoring 11:51 Submission 2: Allan Shifflet's take 13:19 What it got right: profiles, follower counts, trending topics 16:03 Submission 3: annotaed.com, and buying the typo domain on purpose 19:43 Northwest Registered Agent - Got a new business idea? Northwest Registered Agent helps you bring it to life. Get a free domain, email, phone number, and more - with no purchase required! Learn more at https://www.northwestregisteredagent....22:49 Final scores, and how to enter round two 24:11 Incubating annotated inside a venture firm 29:09 Sentry - New users can get $240 in free credits when they go to https://sentry.io/twist and use the code TWIST 29:41 Ask Jason: a homeless founder with two startup ideas 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 Jason: X:   / jason   LinkedIn:   / jasoncalacanis  

This Week In Startups is made possible by: PayPal - https://paypal.com/business Northwest Registered Agent - https://www.northwestregisteredagent.com/twistdomain Odoo - https://Odoo.com/twist Today’s show: Timestamps: 0:00 Will Ternus take "massively big swings"? 3:43 Round 1: ElevenLabs 4:46 Round 1: Disney 6:18 Round 2: Sony 8:22 Round 2: Boston Dynamics 9:23 Round 3: Perplexity 10:02 AD: PayPal is built for all business. Get started at https://paypal.com/business 11:52 Round 3: DigitalOcean 13:02 More picks: Etched 14:30 More picks: Lucid 15:58 More picks: Superhuman 16:48 More picks: Higgsfield and more 18:09 Fans make their selections 19:47 AD: Got a new business idea? @northwestagent helps you bring it to life. Get a free domain, email, phone number, and more, with no purchase required! Learn more at www.northwestregisteredagent.com/twistdomain 25:37 Stacy Salvi of The90 joins 29:28 AD: Thanks to our partner, Odoo, the all-in-one business platform. Your first app is free! Get started today at https://Odoo.com/twist 34:38 How the app calculates your Sunscore 42:12 Building a UV research dataset 45:09 Should The90 make a version for men? Names & Links Stacy Salvi - https://www.instagram.com/stacysalvi/ The90 - https://the90.com/ Description Wall Street suspects new Apple CEO John Ternus may do something predecessor Tim Cook almost never did: writing a huge check. So Jason and Lon are playing “fantasy draft” with Apple’s balance sheet, choosing five real companies to acquire over five “rounds.” Disney buys them a ton of IP and unlocks theme park synergies. Sony gets them a gaming console and massive anime distribution. Boston Dynamics buys them lots of robots, while Etched nets them cheaper inference. So many options! Then, we chat with Stacy Salvi of The90. Her wearable pendant tells you exactly how much sun damage you’re accumulating, long before you start to burn. Guest The90: https://the90.com/ Stacy Salvi on LinkedIn: https://www.linkedin.com/in/stacysalvi/ Relevant Links John Ternus becomes Apple CEO: https://www.apple.com/newsroom/2026/04/tim-cook-to-become-apple-executive-chairman-john-ternus-to-become-apple-ceo/ Analyst: Ternus could bring bigger acquisitions: https://9to5mac.com/?p=1065466 “Grok Has Money” meme origin: https://x.com/gmfarcaster/status/2026318035103965414 Sunlight linked with lower COVID-19 deaths: https://www.ed.ac.uk/news/2021/sunlight-linked-with-lower-covid-19-deaths Reid Hoffman: “If there aren’t any typos in this essay, we launched too late”: https://www.linkedin.com/pulse/arent-any-typos-essay-we-launched-too-late-reid-hoffman/ Draft Picks ElevenLabs: https://elevenlabs.io/ Disney: https://thewaltdisneycompany.com/ Sony Group: https://www.sony.com/en/ Crunchyroll: https://www.crunchyroll.com/ Boston Dynamics: https://bostondynamics.com/ Perplexity: https://www.perplexity.ai/ DigitalOcean: https://www.digitalocean.com/ Etched: https://www.etched.com/ Rivian: https://rivian.com/ Lucid Motors: https://lucidmotors.com/ Superhuman: https://superhuman.com/ World Labs: https://www.worldlabs.ai/ PrismML: https://prismml.com/ Liquid AI: https://www.liquid.ai/ Kagi: https://kagi.com/ Sonos: https://www.sonos.com/en-us/shop Whoop: https://www.whoop.com/ Oura: https://ouraring.com/ Peloton: https://www.onepeloton.com/ Subscribe to our newsletters on Substack: TWiST: https://twistartups.substack.com/ TWiAI: https://www.thisweekinai.ai/ TWiVC: https://thisweekinvc.substack.com/ Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp Follow Lon: X: https://x.com/lons Follow Jason: X: https://twitter.com/Jason LinkedIn: https://www.linkedin.com/in/jasoncalacanis Check out all our partner offers: https://partners.launch.co/ Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland 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

This Week In Startups is made possible by: https://lightfield.app/ http://getpaper.ai/twist https://conservationfund.org/ http://Plaud.ai/twist https://www.athena.com/jcal Today’s show: An OpenAI agent breached Australia's Medicare statistics portal in June, and it took 84 days for the Frontier Lab to publicly acknowledge it. Jason and Lon dig into whether this is an important cautionary tale about alignment, or if PM Anthony Albanese looking to join the AI conversation. Then Bryant Chou of Ploy joins to explain skipping pre-seed and seed entirely to raise $27M, and why he’s taking his time to build his all-in-one agentic solution for running businesses. Learn why Google is launching four TPUs into orbit for Project Suncatcher. PLUS, how many robots a week is Tesla now shipping with Optimus, and Jensen Huang told Ezra Klein basic math no longer matters. Is he right? Can we forget long division, at last? Guests: Bryant Chou on X: https://x.com/bryantchou PloyAI: https://ploy.ai/ Relevant Links: Ploy raises $27M seed led by First Round Capital and Y Combinator (Founderland) → https://www.founderland.ai/articles/webflow-co-founder-launches-ai-marketing-platform-with-27m-s-mqj8o952 OpenAI's $2M-in-tokens offer to every YC startup(TechCrunch via Yahoo) → https://finance.yahoo.com/sectors/technology/articles/sam-altman-makes-mic-drop-212302858.html Original Bloomberg report on the a16z probe → https://www.bloomberg.com/news/articles/2026-08-17/andreessen-horowitz-focus-of-doj-probe-over-board-directors Google: Project Suncatcher's first test launch on SpaceX's Transporter-18 → https://blog.google/innovation-and-ai/models-and-research/google-research/google-project-suncatcher-facts/ ABC News (Australia): full timeline, from the June 18 breach to OpenAI's Sept. 10 email → https://www.abc.net.au/news/2026-09-24/ai-agent-accessed-australian-government-site-pm-says/107189078 Ando emerges from stealth with $20M to take on Slack (TechCrunch) → https://techcrunch.com/2026/09/24/ando-eyes-slack-as-it-builds-team-messaging-platform-for-humans-and-agents-to-work-together/ Google's $900M investment in SpaceX's $1B round, January 2015 (VentureBeat) → https://venturebeat.com/technology/google-confirms-it-put-900m-into-spacexs-1b-round Tesla ramps Optimus to several hundred robots a week; hands are the bottleneck (Electrek, summarizing The Information) → https://electrek.co/2026/09/25/tesla-optimus-production-ramp-hands-ai-generalization-problems/ Jensen Huang tells Ezra Klein forgetting basic math may not matter, and that he doesn't know his own address (Kotaku) → https://kotaku.com/nvidia-ceo-doesnt-care-that-kids-are-forgetting-basic-math-because-of-ai-i-actually-dont-know-my-address-2000737092 Sydney Sweeney's Novig "Just Sports" ad and the athlete backlash, including Amy Hunt's comment (Yahoo) → https://www.yahoo.com/entertainment/celebrity/articles/sydney-sweeney-novig-ad-controversy-172900515.html Nike exits the S&P 100 after 18 years (Fortune) → https://fortune.com/2026/09/08/nike-stock-plummets-sp500-market-cap-index/ The Further Mis-Adventures of Cliff Booth trailer: David Fincher directs Tarantino's script; IMAX Nov. 25, Netflix Dec. 23 (Variety) → https://variety.com/2026/film/news/the-further-mis-adventures-cliff-booth-trailer-brad-pitt-1236701901/ Timestamps: 0:00 Whoop fire alarm: Jason's dry-aged steak incident 1:30 Plaud: If your work depends on conversations — interviews, meetings, calls — you need a Plaud NotePin S. You can check it out at https://Plaud.ai/twist and use code TWIST for 10% off! 4:45 News: an OpenAI agent breached Australia's Medicare statistics portal 12:48 Scraper or hack? Australia's PM jumps into the AI safety debate 13:31 News: Google launches four TPUs into orbit for Project Suncatcher 18:27 Guest: Bryant Chou of PloyAI 20:07 AD: Paper is the legal backbone for thousands of startup founders and fund managers - including Launch. Use getpaper.ai/twist to get your cap table free for a year - or two years if you're leaving Carta. 21:11 Ploy's thesis: your website as your hardest working employee 27:05 Why a repeat unicorn founder went back to Y Combinator 38:55 The DOJ probe into a16z's Databricks and Fivetran board seats 44:57 "Nobody's thinking about you": Jason's stair story 45:17 Frontier models vs. your own model, and OpenAI's $2M YC token deal 54:04 News: Ando wants to replace Slack with agent-native chat 1:01:08 News: Tesla ramps Optimus to several hundred robots a week 1:04:48 Off-Duty: Jensen Huang tells Ezra Klein basic math may not matter 1:08:31 The MIT "Your Brain on ChatGPT" EEG study 1:09:57 Jason's five-part reset: sleep, diet, exercise, socializing, meditation 1:11:45 Off-Duty: Sydney Sweeney's Novig ad backlash 1:21:07 The Further Mis-Adventures of Cliff Booth trailer 1:23:41 Jason's first car: a 1970 Mustang GrandeSubscribe 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 Jason: X: https://twitter.com/Jason LinkedIn: https://www.linkedin.com/in/jasoncalacanis Check out all our partner offers: https://partners.launch.co/ Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland Subscribe to our Substack Newsletters! TWiST: https://twistartups.substack.com/ TWiAI: https://www.thisweekinai.ai/ TWiVC: https://thisweekinvc.substack.com/ 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

This Week In Startups is made possible by: Northwest Registered Agent: https://www.northwestregisteredagent.com/twistdomain Odoo: http://Odoo.com/twist Rippling: http://Rippling.ai/twist Plaud: http://Plaud.ai/twist Harmonic: http://harmonic.ai/ Today’s show: Anthropic and OpenAI released cheaper models on the same day with Claude Opus 5.5 and GPT-6, and these VCs would still bet on open source. Jason brings on Dave McClure of Practical Venture Capital, Jeff Clavier of Uncork Capital, and Jenny Fielding of Everywhere Ventures to discuss the argument for open-weight models over the frontier labs. Learn why median seed valuations have more than tripled since 2017. Why does Dave say it's a buyer's market for secondaries right now? PLUS, does Meta's Muse leave any room for Instinct, and why are fintech and healthcare suddenly out of favor? Guests: Dave McClure on X: https://x.com/davemcclure?lang=en Practical Venture Capital: https://practicalvc.com/ Jeff Clavier on X: https://x.com/jeff Uncorked Capital: https://uncorkcapital.com/ Jenny Fiedling on X: https://x.com/jefielding Everywhere Ventures: https://www.everywhere.vc/ Relevant Links: Instinct reportedly seeking $1B at a $10B valuation (report via The Information) → https://cryptobriefing.com/ai-assistant-startup-instinct-targets-10b-valuation-in-new-funding-talks-report/ Meta's Muse, the agent the panel sees as Instinct's biggest threat, now on Mac → https://aiweekly.co/alerts/meta-ships-muse-for-mac-agent-now-acts-in-native-macos-apps Trump calls Jensen Huang onstage at the All-In Summit → https://thenextweb.com/news/trump-phoned-jensen-huang-onstage-at-the-all-in-summit-to-call-ai-fear-a-hoax AI-assisted intel error nearly triggered a US intercept of a Chinese ship (CNN via gCaptain) → https://gcaptain.com/ai-error-nearly-triggered-u-s-intercept-of-chinese-ship-cnn-reports/ Bernie Sanders' 50% AI sovereign wealth fund bill + Altman meeting (Fortune) → https://fortune.com/2026/06/18/bernie-sanders-ai-fund-bill-sam-altman-1000-payments/ Stanley Druckenmiller's AI-written WSJ op-ed (Axios) → https://axios.com/2026/08/26/stanley-druckenmiller-ai-writing-wsj-op-ed Claude Opus 5.5 and GPT-6 Sol/Luna launch the same day with price cuts (SiliconANGLE) → https://siliconangle.com/2026/09/22/anthropic-releases-claude-opus-5-5-and-openai-counters-with-two-cheaper-gpt-6-models/ Zipline: LAUNCH's "miss," later backed through the syndicate → https://www.flyzipline.com/ Micro1 → https://www.micro1.ai/ Founder University → **https://www.founder.university/** [VERIFY] The Syndicate: angel invest alongside LAUNCH (apply, waitlist) → **https://thesyndicate.com/** Timestamps: 0:00 What seed rounds looked like then: Fitbit's $2M seed 2:38 Jenny's Techstars NYC years and the two-unicorn mug 6:10 Plaud: If your work depends on conversations — interviews, meetings, calls — you need a Plaud NotePin S. You can check it out at https://Plaud.ai/twist and use code TWIST for 10% off! 7:51 All-In Summit: Trump calls Jensen Huang onstage. Staged or not? 8:56 P(doom) roundtable + Dave's AI sovereign wealth fund prediction 10:08 Northwest Registered Agent - Got a new business idea? Northwest Registered Agent helps you bring it to life. Get a free domain, email, phone number, and more - with no purchase required! Learn more at https://www.northwestregisteredagent.com/twistdomain 13:35 The AI intel error that nearly triggered a US-China incident 17:44 "McClure's Law": a human with AI is the real risk 19:59 Odoo - The all-in-one business platform. Your first app is free! Get started today at https://Odoo.com/twist 21:37 Stripe + OpenRouter: an anti-fraud play, not a routing play? 23:07 Seed valuations: median $8M (2017) to $28M today 23:58 Instinct: $2.5B to a reported $10B in weeks 29:49 Rippling - Thanks to our partners at Rippling! Head to https://Rippling.ai/twist and get the only AI built to give you full visibility across your startup and take complex actions across your entire business. 44:01 Opus 5.5 vs. GPT-6 Sol: the same-day price war 46:51 Gun to your head: open-weight models or frontier labs? 51:00 Secondaries: the top 30 names vs. everyone else 52:30 Why fintech and healthcare are unloved (and Jason's Robinhood bet) 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 Jason: X: https://twitter.com/Jason LinkedIn: https://www.linkedin.com/in/jasoncalacanis Thank you to our partners: (0:00) PARTNER - AD BLURB (0:00) PARTNER - AD BLURB (0:00) PARTNER - AD BLURB Check out all our partner offers: https://partners.launch.co/ Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland Subscribe to our Substack Newsletters! TWiST: https://twistartups.substack.com/ TWiAI: https://www.thisweekinai.ai/ TWiVC: https://thisweekinvc.substack.com/ 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

This Week In Startups is made possible by: Vanta: https://www.vanta.com/twist DigitalOcean: http://do.co/twist Lightfield: https://lightfield.app/ Plaud: http://Plaud.ai/twist Today’s show: Elon revives the Hyperloop, promising a 30-minute commute between Austin and San Antonio. It's the kind of project that could reshape how Texans think about getting between two major cities entirely. Then, Jason and Lon explain why this pitch is different from the other Boring Company tunnels. Learn why President Trump wants to rename artificial intelligence itself and launch an "AI Force." It's a move that could reshape how the government talks about AI policy going forward. PLUS, a new startup's model refuses to write a single word of text, and it is 5 to 18 times faster with better accuracy. It's a completely different approach to how AI agents make decisions, and it might be a preview of where the industry heads next. Relevant Links: "Elon Musk's latest Boring Company pitch involves a Hyperloop between Austin and San Antonio" → https://techcrunch.com/2026/09/20/elon-musks-latest-boring-company-pitch-involves-a-hyperloop-between-austin-and-san-antonio/ The Boring Company → https://www.boringcompany.com/ Elon Musk's original 2013 Hyperloop white paper → https://www.tesla.com/sites/default/files/blog_images/hyperloop-alpha.pdf Trump's Truth Social post proposing "Superior/Extreme/Supreme Intelligence" and announcing an AI Force and AI czar → https://www.unite.ai/trump-proposes-renaming-artificial-intelligence-announces-ai-force/ TechCrunch: "Trump says it's time to rebrand AI with a new name — and he's also creating an AI Force" → https://techcrunch.com/2026/09/19/trump-suggests-rebranding-ai-with-a-new-name-says-hes-also-creating-an-ai-force/ Vercel AI Open vs Closed Source Volume Chart → https://vercel.com/ai-gateway/leaderboards/models TypeSafe AI — makers of Jev, the "System One Model" → https://typesafe.ai/ TypeSafe AI blog: "Introducing System One Models & Jev" → https://typesafe.ai/blog/introducing-system-one-models-and-jev GeekWire: "Amazon blocks Meta's Muse AI assistant in new standoff over agentic shopping" → https://www.geekwire.com/2026/amazon-blocks-metas-muse-ai-assistant-in-new-standoff-over-agentic-shopping/ Meta's Muse — the AI agent Amazon blocked from shopping on its site → https://www.meta.ai/ "Meta's Dina Powell McCormick: The Case for Data Centers, Backlash, AI Job Boom & Meta's Future" (All-In Podcast, YouTube) — the clip discussed on the show → https://www.youtube.com/watch?v=qp2IbgJ5Z-8 Robocurve's RoboHarm report — the robot-safety benchmark discussed on air → https://robocurve.org/roboharm/ RoboHarm on GitHub (tasks, protocol, and tooling) → https://github.com/robocurve/roboharm Timestamps: 0:00 Elon Musk revives the Hyperloop: a 30-minute Austin–San Antonio tunnel 1:03 A brief history of Hyperloop and the white paper 8:56 Vanta - Get $1000 off your SOC 2 at https://www.vanta.com/twist 16:46 Plaud: If your work depends on conversations — interviews, meetings, calls — you need a Plaud NotePin S. You can check it out at https://Plaud.ai/twist and use code TWIST for 10% off! 20:32 DigitalOcean - Head to https://do.co/twist to start building on DigitalOcean's AI-Native Cloud today — and cut your AI workload costs by up to 50%. 21:40 News: Trump proposes an "AI Force," an AI czar, and renaming AI itself 22:49 "Get back to work, nerds" 30:22 Lightfield - Name one person who's ever enjoyed updating a CRM. Exactly. Lightfield's AI agent does it for you — it even prospects and books your meetings. Used by thousands of startups. Free at https://lightfield.app 31:56 TypeSafe's Jev, a "System One" model built to decide, not chat 39:49 Amazon blocks Meta's Muse AI agent 49:57 Dina Powell McCormick's tense All-In Summit exchange with Jason 1:02:38 Off-Duty: Robocurve's RoboHarm benchmark 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 Jason: X: https://twitter.com/Jason LinkedIn: https://www.linkedin.com/in/jasoncalacanis Check out all our partner offers: https://partners.launch.co/ 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

This Week In Startups is made possible by: Superhuman:⁠ http://superhuman.com/⁠ Paypal:⁠ http://paypal.launch.co⁠ Odoo:⁠ http://Odoo.com/twist⁠ Plaud:⁠ http://Plaud.ai/twist⁠ Harmonic:⁠ http://harmonic.ai/⁠ Today’s show: Hugging Face built a $399 open-source robot duck as a side quest, and sold 16,000 units off a single tweet. Co-founder Thomas Wolf joins Jason and Lon to explain Microduck happened, why storage is the company's real business, and what it felt like to get hacked by OpenAI's agents. Jason takes apart Gavin Newsom's new AI "kill switch" executive order: if these models are so dangerous, why not start with the same KYC every bank already requires? PLUS, Snap’s new AI-integrated glasses could be a game-changer. Guests: Thomas Wolf on X:⁠ https://x.com/Thom_Wolf⁠ Hugging Face:⁠ https://huggingface.co/⁠ Relevant Links: Hugging Face —⁠ https://huggingface.co/⁠ Microduck —⁠ https://pollen-robotics.com/microduck/⁠ Pollen Robotics —⁠ https://pollen-robotics.com/⁠ OpenAI: the Hugging Face incident and the road ahead —⁠ https://openai.com/index/hugging-face-incident-and-the-road-ahead/⁠ Governor Newsom's executive order —⁠ https://www.wsj.com/tech/ai/californias-newsom-issues-executive-order-to-weigh-ai-oversight-including-kill-switch-3a98040f⁠ Anthropic Wet Lab —⁠ https://www.cnbc.com/2026/09/18/anthropic-quietly-sets-up-biology-lab-as-it-ramps-ai-drug-program-report.html⁠ Lucid and Bolt to deploy 25,000 autonomous EVs across Europe —⁠ https://electrek.co/2026/09/17/lucid-bolt-25000-autonomous-evs-europe/⁠ Snap opens pre-orders for Specs at $2,195 —⁠ https://www.specs.com/⁠ Ray-Ban Meta Display — the $799 comparison⁠ https://www.meta.com/ai-glasses/⁠ Clavicular at All-In Summit —⁠ https://x.com/clavicular/status/2099994778616348811?s=20⁠ Physical: 100 (the Korean original) →⁠ https://en.wikipedia.org/wiki/Physical:_100⁠ Bad Therapy —⁠ https://www.abigailshrier.com/⁠ Full Show Notes and Transcript from Pluad:⁠ https://web.plaud.ai/s/pub_194de893-8c55-4d77-81db-a6b278159a44::o9QfImqCq5VS0F_dqm4J93eTeyb-GsIeXCLwqASnvYAmt5f59OLQz5-VN1epnq6DBLoZWFales_7IbgC⁠ Timestamps: 0:00 Guest: Thomas Wolf, co-founder & chief science officer, Hugging Face 1:58 Plaud: If your work depends on conversations — interviews, meetings, calls — you need a Plaud NotePin S. You can check it out at https://Plaud.ai/twist and use code TWIST for 10% off! 4:17 Two years to build Microduck 8:43 How Hugging Face actually makes money: storage, not tokens 10:16 Superhuman - Superhuman Go is an AI chat that's always there when you need it, already aware of what you're doing, and doesn't ask you to start from zero. Sign up to get the best in AI at https://superhuman.com 17:18 Vibe-coding robotics: "train this new behavior for me" 20:00 PayPal - Pay zero processing fees on your first $100K in eligible PayPal payment volume. Learn more at https://paypal.launch.co 23:20 Thomas Wolf's P-doom and the airplane-safety analogy 25:18 The Nvidia acquisition and what changes for open models 29:57 Odoo - The all-in-one business platform. Your first app is free! Get started today at https://Odoo.com/twist 38:39 Inside the Hugging Face breach: stolen credentials and basic mistakes 43:33 News: Newsom's executive order and the frontier-model "kill switch" 45:04 Jason's counter-proposal: liability, insurance, and KYC for AI 1:00:08 News: Lucid and Bolt to put 25,000 robotaxis on European roads 1:10:01 News: Snap opens pre-orders for $2,195 Specs AR glasses 1:21:43 Off-Duty: Clavicular, the All-In Summit 1:31:01 Off-Duty: Physical 100 goes to Italy and Mexico Subscribe to TWiST on Substack:⁠ https://twistartups.substack.com/⁠ Subscribe to This Week in Startups on Apple:⁠ https://rb.gy/v19fcp⁠ Follow Lon: X:⁠ https://x.com/lons⁠ Follow Jason: X:⁠ https://twitter.com/Jason⁠ LinkedIn:⁠ https://www.linkedin.com/in/jasoncalacanis⁠ Check out all our partner offers:⁠ https://partners.launch.co/⁠ 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

The TWiST AI Basics series is made possible by Google for Startups! Build context-aware AI workflows using DeepMind models and orchestration tools with Google for Startups' new Startup technical guide on generative media. Get the guide here: https://goo.gle/technical_guide Today's show: The demo works, the vibes are immaculate, but then the app falls apart the second real users touch it. On today's AI Basics, Temporal co-founder and CEO Samar Abbas says the problem isn't with the model at all. You're missing a harness, the layer that keeps an AI agent's work durable, secure, and recoverable if/when something breaks. Temporal's durable execution platform is used by major companies from OpenAI to Stripe to Netflix, and helps to make their long-running software reliable and interruption-free. On AI Basics, he explains why so many AI-coded prototypes die in the imagineering stage, before ever hitting production. Plus he walks Jason through Temporal's live dashboard, to show how it gives developers full visibility into what their agents are doing at every step. Guest and Relevant Links: Samar Abbas on X: https://x.com/SamarAtTemporal Temporal: https://temporal.io/ Temporal raises $550M at a $12.55B valuation: https://temporal.io/blog/temporal-raises-usd550m-series-e-at-usd12-55b-valuation-ai GeekWire: Samar Abbas on the "massive platform shift" in AI: https://www.geekwire.com/2026/temporal-ceo-samar-abbas-on-the-massive-platform-shift-in-ai-fueling-the-startups-5b-valuation/ Temporal expands Google Cloud partnership: https://temporal.io/blog/temporal-expands-google-cloud-partnership-with-pay-as-you-go-pricing Timestamps: 0:00 Why every startup needs an AI harness 2:12 Why 90% of AI prototypes never reach production 4:16 What happens when an agent crashes mid-task 7:00 A look at Temporal's dashboard 13:02 OK but what is a "harness" exactly? 15:30 When to graduate an agent from laptop to production 17:44 Organizing agents into teams Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp Follow Jason: X: https://twitter.com/Jason LinkedIn: https://www.linkedin.com/in/jasoncalacanis Thank you to our partner! Build context-aware AI workflows using DeepMind models and orchestration tools with Google for Startups' new Startup technical guide on generative media. Get the guide here: https://goo.gle/technical_guide Check out all our partner offers: https://partners.launch.co/ 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 our suite of newsletters: https://substack.com/@thisweekininc 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

This Week In Startups is made possible by: Quo: http://quo.com/TWiST The Conservation Fund: https://conservationfund.org CLA: https://app.notion.com/p/withyou-help-eb83a84d32cf43f59af13cb11e2f56c3?source=copy_link Today's show: A 27-year-old Anthropic researcher quit last week warning that AI could cause human extinction, and by Friday, a caller's 76-year-old mother was texting her in a panic. Jason's answer: the labs are already shipping the safeguards Doomers say don't exist. On an all live calls episode of TWiST, learn about the AI implications Jason is actually scared of, and why it involves a terrorist cell and a thousand cheap drones. PLUS, who is liable when one AI prompts another AI into launching a meme coin, and can a 1.5-3 megawatt cannabis facility be converted into a data center? Relevant Links: Anthropic Resignee — https://www.nbcnews.com/tech/tech-news/anthropic-safety-researcher-resigned-warning-rapid-ai-development-gamb-rcna596767 OpenAI's Navier-Stokes claim— https://www.science.org/content/article/how-ai-math-breakthrough-ignited-controversy CNBC: Tristan Buckmaster's challenge to the claim — https://www.cnbc.com/2026/09/09/openai-navier-stokes-math-problem-solved.html NVIDIA GB200 Grace Blackwell —https://www.nvidia.com/en-us/data-center/gb200-nvl72/ Composio's walkthrough of how Grok Bot actually works — https://composio.dev/content/guide-to-frok-bot Timestamps: 0:00 (Question) Jim, from the midterm Republican convention floor: is AI really going to kill us all — and is local AI the mitigation? 5:31 Where Terminator 2's logic breaks down 9:42 The threat Jason is actually scared of: slaughter drones and murder bots 9:54 Quo (formerly OpenPhone) - Quo gives you a clean, modern way to handle every customer call, text, and thread all in one place. Try it free at https://quo.com/TWiST 10:05 (Question) Michael Lee, who's responsible when one AI prompts another into launching a meme coin? 17:32 (Question) Lyda, calling from Greece: can an independent AI ecosystem still exist 19:03 The Conservation Fund - Find out more about how The Conservation Fund is protecting land, wildlife, and our shared access to the great outdoors while also providing economic opportunities. Visit https://conservationfund.org 21:08 (Question) John Wright: do you have to carve out more time now just to keep up with the tools? 25:42 Claude's caution vs. Grok's "hold my beer" 26:33 (Question) John Wright, part two: do you expect founders to get more done now 26:55 The three buckets: 10x, 5x, and the 20% crowd 29:22 CLA - Get started with CLA's CPAs, consultants, and wealth advisors now at https://claconnect.com/tech at https://www.claconnect.com/withyou 30:01 (Question) Ray, Vortex Console: can human-in-the-loop actually work at enterprise scale? 33:25 (Question) Kristen Dahl: how do you explain AI risk to your 76-year-old mom? 35:13 Why the chaos only happens at OpenAI and Anthropic 43:36 (Question) David Rosenberg, NYU physics: what's behind the academic backlash to AI solving Navier-Stokes? 53:35 Advice for a 20-year-old: find two smart people, build weird things 54:29 (Question) David's follow-up: any chance of an All-In Summit scholarship 56:21 (Question) Mo: can a cannabis cultivation facility be converted into a data center 1:02:30 (Question) Mo's follow-up: Mark Cuban's pickleball courts and the efficiency curve 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 Jason: X: https://twitter.com/Jason LinkedIn: https://www.linkedin.com/in/jasoncalacanis Check out all our partner offers: https://partners.launch.co/ 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

This Week In Startups is made possible by: DigitalOcean — Want to see what building on a true AI-native platform looks like? Head to do.co/twist to start building on DigitalOcean's AI-Native Cloud today — and cut your AI workload costs by up to 50%. Odoo: The all-in-one business platform. Your first app is free! Get started for today at Odoo.com/twist Upwork helps businesses find highly skilled freelance professionals for specialized work. Post your job for free at upwork.com Today's show: The Pentagon is reportedly in talks to lend AI cloud startup Fluidstack $5. billion, and Jason thinks the real story isn't the loan itself. It's the US government owning equity in private AI companies, and competing directly with venture capital. Plus returning friend of the pod Tibo Louis-Lucas shows us how he runs seven companies with fewer than 10 people by stacking AI agents. Can a few $200/month AI subscriptions really do the work of an entire marketing team? Tibo seems to think so. Plus it's Off-Duty Friday, so Jason and Lon are reviewing some current streaming favorites, and commemorating the 25th anniversary of 9/11 with some personal stories. Check out the full summary and transcript of today's episode from Plaud: https://web.plaud.ai/s/pub_213fdb2e-a65e-4901-b5fc-57a4f1e357a1::ZvclWNOK-PPr-9atxIDVG2tpGYUJxiklGAzVbHd9aJRBMSd6ef8l4hG7j_mUAyNTYTXS_Ha1XlEm8fYC Guests: Tibo Louis-Lucas on X: https://x.com/tibo_maker Squad: https://squad.so/ Relevant Links: Fluidstack: https://www.fluidstack.io Google-Fluidstack warrants deal details: https://cointelegraph.com/news/google-acquires-5-4-stake-in-bitcoin-mining-company-cipher-mining-in-ai-deal Center for Public Integrity: Solyndra timeline: https://publicintegrity.org/politics/missed-warning-signs-a-solyndra-timeline/ The Hill: Energy Dept. loses $139M in Fisker auto loan default: https://thehill.com/policy/energy-environment/191258-energy-dept-loses-139-million-in-auto-loan-gone-bad/ Apple iPhone Duo: https://www.apple.com/newsroom/2026/09/apple-unveils-iphone-duo/ Apple Mac Studio: https://www.apple.com/mac-studio/ Sonos: https://www.sonos.com/ Amazon Fire TV: https://www.amazon.com/b?node=8521791011 UniFi: https://www.ui.com/ Lanterns trailer: https://www.youtube.com/watch?v=7UIBOsuUwc4 Dark Matter Season 2 trailer: https://www.youtube.com/watch?v=zhB6_1UbR7s "Robin" biography by Dave Itzkoff: https://www.amazon.com/dp/1627794247 What Dreams May Come trailer: https://www.youtube.com/watch?v=RmZ-FuBThuQ Huffington Post on the Robin Williams-Disney feud: https://www.huffingtonpost.co.uk/entry/robin-williams-disney-feud-aladdin-picasso_uk_6a7cc304e4b079a0b2ec2233 Keith Roma: the 344th firefighter lost, remembered: https://www.firerescue1.com/9-11/articles/the-firefighter-everyone-forgot-about-on-911-142cs6WyLmn2FDib/ Timestamps: 0:00 Remembering 9/11, 25 Years Later 6:41 Plaud: If your work depends on conversations — interviews, meetings, calls — you need a Plaud NotePin S. You can check it out at https://Plaud.ai/twist and use code TWIST for 10% off! 9:10 Are we about to nationalize the AI industry? 9:53 DigitalOcean - Want to see what building on a true AI-native platform looks like? Head to https://do.co/twist to start building on DigitalOcean's AI-Native Cloud today — and cut your AI workload costs by up to 50%. 20:30 Odoo - The all-in-one business platform. Your first app is free! Get started today at https://Odoo.com/twist 21:45 Apple's foldable iPhone Duo 29:43 Upwork - Upwork helps businesses find highly skilled freelance professionals for specialized work. Post your job for free at https://upwork.com 38:04 Tibo Louis-Lucas returns to TWiST 41:47 The affiliate update email that runs on autopilot 46:40 Why you should "stack" multiple AI subscriptions 52:57 Squad's ideal customer is a solo founder 54:11 Jason digs Hal Jordan on "Lanterns" 1:00:19 Lon reviews Apple's "Dark Matter" 1:03:39 Remembering Robin Williams 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 Jason: X: https://twitter.com/Jason LinkedIn: https://www.linkedin.com/in/jasoncalacanis Check out all our partner offers: https://partners.launch.co/ 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

This Week In Startups is made possible by: Wilson Sonsini: https://www.wsgr.com/en/ Today's show: One of YouTube's three co-founders left for grad school and walked away with a fraction of what his partners made on the Google sale. Becki DeGraw of Wilson Sonsini joins Jason for Startup Legal Basics to explain the vesting schedule behind that gap, and why you want one even if you never take a dollar of venture money. Learn how VCs actually respond when a founder says "I've already put in four years," and the exact language Jason gives founders to turn one term sheet into three. PLUS, why is an inactive advisor still vesting your equity, and who wrote those performance milestones? Guests: Becki DeGraw on LinkedIn: https://www.linkedin.com/in/rebecca-degraw-639bbb62/ Wilson Sonsini: https://www.wsgr.com/en/ Relevant Links: Becki DeGraw — partner in WSGR's San Francisco office — https://www.wsgr.com/en/people/becki-degraw.html TechCrunch broke the YouTube story— https://techcrunch.com/2006/10/09/google-has-acquired-youtube/ Sequoia Capital — https://www.sequoiacap.com/ Roelof Botha — led Sequoia's YouTube investment and later ran the firm globally → https://en.wikipedia.org/wiki/Roelof_Botha ESOP / employee stock option pool — https://thisweekinstartups.com/basics Founder & advisor equity documents — https://www.wsgr.com/en/services/practice-areas/corporate/emerging-companies.html Timestamps: 0:06 Becki DeGraw on why founder equity is "near and dear" to every founder 1:53 Founder vesting explained 3:49 Why you want vesting even if you never take VC money 6:05 "Why do I have to vest again?" 7:32 Leverage is a function of how many offers you have 10:36 The exact script for landing a second term sheet 14:37 Don't let an AI write your three-page vesting schedule 18:19 Character in Silicon Valley: it's a small world after all 19:49 Take the emotion out of it 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 Jason: X: https://twitter.com/Jason LinkedIn: https://www.linkedin.com/in/jasoncalacanis Check out all our partner offers: https://partners.launch.co/ 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

This Week In Startups is made possible by: Northwest Registered Agent - https://www.northwestregisteredagent.com/twistdomain NetSuite - https://www.netsuite.ai/twist Vanta - http://www.vanta.com/twist Check out a full transcript and summary of today's show, created by Plaud: Today's show: An Anthropic researcher quit this week, saying both leading labs are gambling with everyone's lives. His coworker chimed in and predicts there is a greater than 10% chance that AI will end humanity IN THE NEXT 10 YEARS. Jason and Lon take it to Yohei Nakajima of Untapped Capital, Ben Lerer of Lerer Hippeau, and Rebecca Lynn of Canvas Prime, who cannot decide whether it is the greatest PR strategy in history or some kind of mass psychosis. Learn why Jason says founders should never hand a frontier lab their proprietary data, whether or not they're offered free credits. PLUS, who really solved Navier-Stokes, and what does the OpenAI–Buckmaster fight mean for anyone doing real work inside ChatGPT or Claude? Guests: Yohei Nakajima on X: https://x.com/yoheinakajima Untapped Capital: https://untapped.vc/ Ben Lerer on X: https://x.com/BenjLerer Lerer Hippeau: https://www.lererhippeau.com/ Rebecca Lynn on X: https://x.com/VCRebecca Canvas Prime: https://www.canvas.vc/ Relevant Links: Jacob Coxon quits Anthropic - "gambling with our lives" https://techcrunch.com/2026/09/09/gambling-with-our-lives-anthropic-researcher-quits-warns-against-self-improving-ai/ Evan Hubinger, Anthropic's Alignment Science lead, on X: >10% odds within a decade — https://x.com/EvanHub/status/2097497037956891126 Future of Life Institute — the 2015 Puerto Rico AI safety conference Jason asks Lon to pull up → https://futureoflife.org/ Meta debuts Muse (Axios) —https://www.axios.com/2026/09/08/meta-debuts-muse-personal-ai-agent Harmonic — https://harmonic.ai/ China blocks Meta's Manus acquisition (CNBC) —https://www.cnbc.com/2026/04/27/meta-manus-china-blocks-acquisition-ai-startup.html OpenAI fought dirty— https://techcrunch.com/2026/09/08/openai-fought-dirty-on-career-making-math-problem-says-nyu-mathematician/ Savvy Wealth — https://www.wealthmanagement.com/ria-news/savvy-wealth-raises-100m-valuation-hits-600m Augmodo — https://www.augmodo.com/ E2B — https://e2b.dev/ Daptic — https://www.daptic.com/ Timestamps: 0:00 Jacob Coxon quits Anthropic: "crunch time" and "endgame" 4:53 Evan Hubinger: >10% odds AI kills all humans in a decade 11:22 Northwest Registered Agent - Got a new business idea? Northwest Registered Agent helps you bring it to life. Get a free domain, email, phone number, and more - with no purchase required! Learn more at https://www.northwestregisteredagent.com/twistdomain 12:23 "You have succeeded in scaring the bejesus out of Americans" 14:59 Jobs, the wealth divide, and which industries get wiped out first 20:07 NetSuite - For the first time ever, you can try NetSuite Next for free. If your revenues are at least in the seven figures, go to https://NetSuite.ai/TWIST 21:09 Savvy Wealth's $100M round 26:52 The Kalanick story and why Jason built a syndicate backstop 29:04 Vanta - Get $1000 off your SOC 2 at https://www.vanta.com/twist 30:16 Plaud: If your work depends on conversations — interviews, meetings, calls — you need a Plaud NotePin S. You can check it out at https://Plaud.ai/twist and use code TWIST for 10% off! 32:05 Meta ships Muse 32:56 Can Meta be trusted 35:29 Threads Metrics 49:27 Robinhood's free-share referral 51:16 NYU's Tristan Buckmaster accuses OpenAI of fighting dirty on Navier-Stokes 57:43 Jason: "It's a trap" 59:03 Harvey goes open-weight, Go.AI on-prem, Covenant Labs 1:12:22 High performing portfolio companies 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 Jason: X: https://twitter.com/Jason LinkedIn: https://www.linkedin.com/in/jasoncalacanis Check out all our partner offers: https://partners.launch.co/ 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

This Week In Startups is made possible by: Odoo - http://Odoo.com/twist Northwest Registered Agent - https://www.northwestregisteredagent.com/twistdomain Rippling - http://Rippling.ai/twist Today's show: Your doctor almost certainly isn't testing your insulin. Dr. Mark Hyman sits down with Jason to explain the broken system that Function is fixing, and what 100 million biomarkers say about how sick America actually is. Learn why insulin beats blood sugar as an early warning for TKTKTK. Why might "normal" lab ranges be unreliable? PLUS, how does an expert like Dr. Hyman feel about GLP-1s and psychedelics? Guests: Dr. Mark Hyman on X: https://x.com/drmarkhyman Function: https://www.functionhealth.com/ Relevant Links: The Dr. Hyman Show — https://podcasts.apple.com/us/podcast/the-dr-hyman-show/id1382804627 Function pricing — https://www.functionhealth.com/pricing Ezra — the full-body MRI company Function acquired https://ezra.com/ Galleri (GRAIL) — the multi-cancer early detection blood test — https://www.galleri.com/ Tufts / JACC study — the source of the "93% of Americans have metabolic dysfunction" — https://now.tufts.edu/2022/07/05/only-7-american-adults-have-good-cardiometabolic-health American College of Cardiology — https://www.acc.org/ Dr. Jorge Plutzky — https://www.health.harvard.edu/authors/jorge-plutzky-md OpenEvidence — https://www.openevidence.com/ Stanford Metabolic Psychiatry Clinic — https://med.stanford.edu/news/all-news/2022/11/metabolic-psychiatry.html Stanford Medicine on the ibogaine findings → https://med.stanford.edu/news/all-news/2024/01/ibogaine-ptsd.html Texas SB 2308 — the $50M state investment in ibogaine trials — https://www.texastribune.org/2026/03/31/texas-ibogaine-research-clinical-trials-psychedelics/ Timestamps: 0:00 What Function actually is 6:43 Healthspan vs. sick care 10:16 Odoo - The all-in-one business platform. Your first app is free! Get started today at https://Odoo.com/twist 11:32 A $300 vitamin D test vs. a $10 one 18:08 Should a 25-year-old get a whole-body MRI? 20:42 Northwest Registered Agent - Got a new business idea? Northwest Registered Agent helps you bring it to life. Get a free domain, email, phone number, and more - with no purchase required! Learn more at https://www.northwestregisteredagent.com/twistdomain 24:23 Why medicine is still running on paper 25:41 The study where the chatbot beat the doctors 27:02 micro1, doctors in the loop, and why AI still needs guardrails 28:50 Wearables, records, and the CD-ROM problem 30:07 Rippling - Thanks to our partners at Rippling! Head to https://Rippling.ai/twist and get the only AI built to give you full visibility across your startup and take complex actions across your entire business. 32:51 The wearable that caught Jason's Covid 34:31 Alcohol, sugar, and why almost nobody tests your insulin 40:00 GLP-1s: Jason's 213-to-168 story 42:22 Microdosing GLP-1s, muscle loss, and "skinny fat" 48:48 Overdiagnosing mental illness: SSRIs, Adderall, and a lost decade 50:17 The biology underneath depression and anxiety 54:32 Psychedelics: ketamine, ibogaine, and the second revolution in psychiatry 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 Jason: X: https://twitter.com/Jason LinkedIn: https://www.linkedin.com/in/jasoncalacanis Thank you to our partners: Check out all our partner offers: https://partners.launch.co/ 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

This Week In Startups is made possible by: Wilson Sonsini Today's show: Spinouts are everywhere right now, and most founders get the cap table wrong. Jason sits down with Becki DeGraw, partner at Wilson Sonsini, to break down how to do it right, starting with his 80/20 rule for splitting the new cap table and why letting the old company keep too much of it kills your ability to raise. Becki also covers the legal side: who owns the IP, non-competes between the two companies, and the trap founders fall into when they're still on the old board. PLUS, the one question every Series A investor will ask. Guests: Becki DeGraw on LinkedIn: https://www.linkedin.com/in/rebecca-degraw-639bbb62/ Wilson Sonsini: https://www.wsgr.com/en/ Relevant Links: Wilson Sonsini Goodrich & Rosati (WSGR) — **https://www.wsgr.com/** Becki DeGraw — https://www.wsgr.com/en/people/becki-degraw.html Waymo — Jason's headline example of a big-company spinout — https://waymo.com/ Expedia's 1999 Microsoft spinout — https://www.britannica.com/topic/Expedia-com-American-company Nvidia's ~$20B deal for Groq's asset— https://www.cnbc.com/2025/12/24/nvidia-buying-ai-chip-startup-groq-for-about-20-billion-biggest-deal.html Timestamps: 0:00 What a spinout actually is 0:50 Becki: the real "why" behind spinouts 2:24 IP licenses and the "acquihire" workaround 3:09 University spinouts 4:41 Google/Waymo and Microsoft/Expedia: spinouts at scale 5:03 Jason's 80/20 rule and the unicorn test 6:06 The broken cap table problem 6:36 Licensing deals as an M&A workaround 8:44 Exclusive licenses, full assignments, and license-backs 11:07 "What if Google spun out YouTube" 12:31 Groq–Nvidia, capital gains vs. income 13:23 Confidentiality, customer lists, and fiduciary duty traps 15:16 Get the paper done BEFORE you start the new thing 15:56 "It's a divorce," — and the employees are the kids 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 Jason: X: https://twitter.com/Jason LinkedIn: https://www.linkedin.com/in/jasoncalacanis Check out all our partner offers: https://partners.launch.co/ 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

VC experts on why Physical AI funding is heating up | E2333 This Week In Startups is made possible by: partner 1 - link partner 2 - link partner 3 - link Today's show: Are we one step closer to data centers in space? Katelin Holloway of Seven Seven Six and Paige Doherty of Behind Genius Ventures break it down what it would take. Plus investor interest is surging in Physical AI companies. Paige explains why she backs applications of physical AI over general-purpose robotics, and how her thesis on multimodal AI led to the largest check she's ever written. We then dive into the Pentagon's rollout of ChatGPT Mil and Grok for Government. And Katelin gives us her insight into how VCs are investing in Europe and the regulations behind the scenes. Guests: Katelin Holloway on X: https://x.com/katelin_cruse Seven Seven Six: https://sevensevensix.com/ Paige Doherty on X: https://x.com/paigefinnn Behind Genius Ventures: https://www.behindgeniusventures.com/ Full Transcript and Summary, powered by Plaud https://web.plaud.ai/s/pub_772dbc9f-cd78-4de7-911e-8d3ee2883fbb::AF3ncHtIZkSyKKL-K-XUZBAUBEdoQQBEGCQSsja3gXsll8Dm6-Xbrrlhk7g8U-xwIW9kHyYwaB0dBuoC Related Links: Department of War adds ChatGPT Mil and Grok for Government: https://fortune.com/2026/09/01/pentagon-chatgpt-grok-government-military-ai-members-pete-hegseth-defense-department/ OpenAI for Government: https://openai.com/global-affairs/introducing-openai-for-government/ Starshield — SpaceX's government/defense arm: https://www.spacex.com/starshield/ UN work on LAWS (Lethal Autonomous Weapons Systems): https://disarmament.unoda.org/the-convention-on-certain-conventional-weapons/background-on-laws-in-the-ccw/ European Commission designates ChatGPT a VLOSE: https://digital-strategy.ec.europa.eu/en/news/commission-designates-chatgpt-reddit-roblox-under-digital-services-act Commission press release: https://ec.europa.eu/commission/presscorner/detail/en/ip_26_1772 Euronews on why a chatbot that searches the live web counts as a search engine: https://www.euronews.com/next/2026/08/31/eu-places-chatgpt-reddit-and-roblox-under-strictest-digital-safety-rules Entrepreneur First: https://www.joinef.com/posts/introducing-the-bridge/ Henrick Johansson, the European VC persona: https://x.com/compliantvc Starcloud — orbital data centers: https://www.starcloud.com/ Starcloud raises $250M at a $2.3B: https://www.businesswire.com/news/home/20260821884035/en/Starcloud-Raises-$250-Million-at-$2.3-Billion-Valuation-to-Scale-AI-with-Orbital-Data-Centers "From Sputnik to Starship: Estimating the experience curve of space launch technology" https://academic.oup.com/pnasnexus/article/5/7/pgag217/8732400 Cambridge Bennett Schoo: https://www.bennettschool.cam.ac.uk/blog/is-space-trade-the-next-global-transport-revolution/ Crunchbase News: physical AI startups raised $47.4B across 521 deals in H1 2026: https://news.crunchbase.com/venture/physical-ai-funding-startups-robotics-aerospace-h1-2026/ Crunchbase News on record defense-tech funding: https://news.crunchbase.com/defense-tech/startup-venture-funding-all-time-record-ai-anduril/ Jensen Huang's prediction: https://www.nvidia.com/en-us/executive-insights/ Zipline: https://www.flyzipline.com/ Nox Metals: https://www.noxmetals.com/ CNBC: Anthropic changes its data retention policy: https://www.cnbc.com/2026/09/01/anthropic-data-retention.html Bloomberg on the plan to let enterprises hold the 30-day window: https://www.bloomberg.com/news/articles/2026-08-20/anthropic-plans-to-change-data-retention-policy-for-advanced-ai Plaud — sponsor; the wearable AI note-taker → **https://plaud.ai/twist** (code TWIST for 10% off) Harmonic: https://harmonic.ai/ Timestamps: 0:00 Why making it to Fund IV is when it gets real 7:54 Plaud: If your work depends on conversations — interviews, meetings, calls — you need a Plaud NotePin S. You can check it out at https://Plaud.ai/twist and use code TWIST for 10% off! 9:24 Pentagon rolls out ChatGPT Mil and Grok for Government 10:49 Sentry - Your team should be focused on shipping features — not chasing down bugs. New users can get $240 in free credits when they go to https://sentry.io/twist and use the code TWIST 11:53 Paige on defense tech and three years at Northrop Grumman 13:40 Katelin: The bottleneck used to be winning the contract, now it's surviving one 16:13 Autonomous weapons, robot dogs, and the Boston Dynamics conversation in Paris 19:07 Lightfield - Name one person who's ever enjoyed updating a CRM. Exactly. Lightfield's AI agent does it for you — it even prospects and books your meetings. Used by thousands of startups. Free at https://lightfield.app 22:03 EU designates ChatGPT a "very large online search engine" under the DSA 24:54 Katelin's contrarian take: Europe is undercapitalized 29:56 Odoo - The all-in-one business platform. Your first app is free! Get started today at https://Odoo.com/twist 31:07 Starcloud raises $250M at a $2.3B valuation 53:06 Competing with Elon: the single point of failure for the whole space economy 57:49 Physical AI raised ~$47B in the first half of 2026 1:03:42 Jason's Zipline regret and the death of "hardware is hard" 1:07:07 Is "unc" a compliment? A Gen X / millennial / Gen Z / Gen Alpha 1:09:39 Anthropic reverses its data retention policy after enterprise pushback 1:12:18 Katelin on data custody: "That's not a procurement question" 1:15:31 Back to on-prem: Go.AI, the Go1, and vertical LLMs 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 Jason: X: https://twitter.com/Jason LinkedIn: https://www.linkedin.com/in/jasoncalacanis Check out all our partner offers: https://partners.launch.co/ 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

This Week In Startups is made possible by: Northwest Registered Agent https://northwestregisteredagent.com/twistdomain CLA https://claconnect.com/withyou Rippling https://Rippling.ai/twist Today's show: Hugging Face's $399 Microduck and the art of companies taking on side quests. Then, we get into Dwarkesh Patel's "The Rise and Fall of Agent Civilizations," which blew up online this weekend. Jason calls the "secret AI civilization" framing deliberate PR, and thinks it's inflammatory enough that someone might attack a data center over it. Then, Anders Forslund of Heart Aerospace shows off the X1, a battery-powered electric airliner designed for regional flights that can fly for 30 minutes on just $5 of juice. PLUS, we've got John Yu of Bitsec explaining how his subnet project outperformed Fable 5 in website vulnerability checks. Guests: Anders Forslund on X: https://x.com/AndersForslund1?s=2 Heart Aerospace: https://www.heartaerospace.com/ John Yu on X: https://x.com/yubrew Bitsec: https://sentios.io/ & https://sentios.io/ Relevant Links: MicroDuck: https://pollen-robotics.com/microduck/ Dwarkesh Patel, "The Rise and Fall of Agent Civilizations," https://www.dwarkesh.com/p/openai-huggingface Dwarkesh's launch thread on X: https://x.com/dwarkesh_sp/status/2093833419377815719 METR's independent investigation of the OpenAI/Hugging Face incident: https://metr.org/blog/2026-08-26-openai-hugging-face-incident-investigation/ X1 first flight announcement — https://www.heartaerospace.com/newsroom/heart-aerospace-completes-first-flight-of-world-s-largest-electric-aircraft JSX (JetSuiteX) — https://www.jsx.com/ Pilatus PC-12 —https://www.pilatus-aircraft.com/en/fly/pc-12 Surf Air — https://www.surfair.com/ Zcash → https://z.cash/ Timestamps: 0:00 Is Hugging Face's Microduck the greatest side quest ever? 5:31 Jason puts Clem Delangue and Jensen Huang in charge of AI PR 11:20 Northwest Registered Agent - Got a new business idea? Northwest Registered Agent helps you bring it to life. Get a free domain, email, phone number, and more - with no purchase required! Learn more at https://www.northwestregisteredagent.com/twistdomain 18:55 Top story: Dwarkesh Patel's "The Rise and Fall of Agent Civilizations" 19:22 Why agents act like people: they were trained on us 19:30 CLA - Innovation takes balance. CLA's CPAs, consultants, and wealth advisors can help you get from startup to where you want to end up. Get started now at https://www.claconnect.com/withyou 21:49 "I know good PR when I see it" 23:11 The prompt Jason says OpenAI should have written instead 26:44 The data center backlash and the politicians who will flip 30:07 Rippling - Don't settle for AI that's all talk. Head to https://Rippling.ai/twist to get the only AI built to give you full visibility across your startup and take complex actions across your entire business. 33:19 Guest: Anders Forslund, Heart Aerospace, and the X1's first flight 39:40 Turboprops vs. jets and the regional routes America lost 42:33 JSX, Santa Monica Airport, and 5,000 underused airports 44:54 Why Boeing won't build this: the innovator's dilemma 53:14 Guest: John Yu, Bitsec — Bittensor Subnet 60 55:01 How the subnet works: miners, validators, $10K a day 57:17 Bitsec vs. a frontier model: 160+ vulnerabilities to 60 59:37 Was the agent civilization story a pre-IPO PR play? 1:05:10 Sentios.io and continuous coverage 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 Jason: X: https://twitter.com/Jason LinkedIn: https://www.linkedin.com/in/jasoncalacanis Check out all our partner offers: https://partners.launch.co/ 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

This Week In Startups is made possible by: DigitalOcean https://do.co/twist Every.io https://every.io PayPal https://paypal.launch.co Today's show: *Nvidia agreed to buy Hugging Face for $12.9 billion, just days after quietly licensing Poolside's coding model for $6 billion+. On TWiST, Jason lays out why this is actually the biggest AI story of the year. Nvidia plans to offer enterprises unmetered, unlimited on-prem compute, pulling them away from reliance on Anthropic and OpenAI's frontier models and products. PLUS we're chatting with Halter founder & CEO Craig Piggott about how his company helps farmers optimize their land use via solar-powered AI-driven cattle collars. AND Hop Aero CEO and co-founder Matija Milenovic shows us Rook, his autonomous hypersonic cargo rocket that can launch from a shipping container and deliver cargo up to 450 miles away in about 15 minutes. Finally, Jason and Lon explain why you never post Slop on the timeline. Guests: Craig Piggott on X: https://x.com/craig_piggott Halter: https://www.halterhq.com/ Matija Milenovic on X: https://x.com/mat_milenovic Hop Aero: https://hopaero.com/ Relevant Links: OpenAI Open Letter: https://openai.com/collective-cyberdefense/ OpenAI Hugging Face report: https://openai.com/index/hugging-face-incident-and-the-road-ahead/ OpenAI Jalapeño report: https://openai.com/index/jalapeno-first-results/ Dario Amodei-Gavin Baker tweet thread: https://x.com/DarioAmodei/status/2088758816376807762 TechCrunch: Nvidia-Hugging Face deal: https://techcrunch.com/2026/08/26/nvidia-closes-in-on-hugging-face-acquisition/ TechCrunch coverage of Halter: https://techcrunch.com/2026/04/04/unpacking-peter-thiels-big-bet-on-solar-powered-cow-collars/ Dealroom: Sir Peter Back on Rocket Lab: https://app.dealroom.co/news/note/sir-peter-beck-on-rocket-lab-s-no-money-so-we-have-to-think-playbook-from-a-60k-new-zealand-start-up-to-an-end-to-end-space-company WSJ: Druckenmiller op-ed: "Let the Bond Market Speak": https://www.wsj.com/opinion/let-the-bond-market-speak-81529d74 NOTUS: Druckenmiller's WSJ op-ed was written with AI: https://www.notus.org/media/stanley-druckenmillers-wsj-op-ed-bessent-ai WaPo: Wall Street Journal defends Druckenmiller op-ed: https://www.washingtonpost.com/business/2026/08/25/wall-street-journal-says-ai-generated-op-ed-didnt-breach-its-standards/ Photon Matrix Laser Mosquito Killer: https://photonmatrixlab.com/ "The Wizard of the Kremlin" trailer: https://www.youtube.com/watch?v=U7ctYp3zQVA "King & Conqueror" trailer: https://www.youtube.com/watch?v=anS9xQEPTsU "Lanterns" trailer: https://www.youtube.com/watch?v=7UIBOsuUwc4 "Rebel Ridge" trailer: https://www.youtube.com/watch?v=gF3gZicntIw Alpaka Bravo Sling Max 2 bag: https://alpakagear.com/products/bravo-sling-max-v2 No Agenda podcast: https://www.noagendashow.net/ THR: John C. Dvorak obit: https://www.hollywoodreporter.com/business/business-news/john-dvorak-dead-tech-journalist-no-agenda-inside-track-1236657317/ Timestamps: 0:00 The 100+ company open letter on cyberdefense 9:48 DigitalOcean - Want to see what building on a true AI-native platform looks like? Head to https://do.co/twist to start building on DigitalOcean's AI-Native Cloud today — and cut your AI workload costs by up to 50%. 16:46 Why some models are "unsafe at any latency" 19:44 Craig Piggott of Halter joins the show 21:03 Every.io - For all of your incorporation, banking, payroll, benefits, accounting, taxes or other back-office administration needs, visit https://every.io 26:09 How do you add cows to Starlink? 31:26 PayPal - Pay zero processing fees on your first $100K in eligible PayPal payment volume. Learn more at https://paypal.launch.co 47:52 Founder-led hyper-local sales motion 53:15 Remember John C. Dvorak 58:27 Matija Milenovic of Hop Aero joins 59:53 Sending out autonomous swarms in the Indo-Pacific 1:11:26 Nvidia's mega-Hugging Face deal 1:16:32 Nvidia's "unmetered" play against Anthropic and OpenAI 1:29:47 How letting AI write for you is like lip syncing 1:33:44 Laser-guided mosquito defense system 1:36:32 Lon's streaming picks 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 Jason: X: https://twitter.com/Jason LinkedIn: https://www.linkedin.com/in/jasoncalacanis Check out all our partner offers: https://partners.launch.co/ 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

This Week In Startups is made possible by: Lightfield https://lightfield.app Northwest Registered Agent https://www.northwestregisteredagent.com/twistdomain Rippling https://Rippling.ai/twist Today's show: *Bill Gates dropped a 6,000 word warning: AI will be "the greatest equalizer ever invented, or the worst sort of injustice." The Microsoft icon has an AI agenda for the US: new national institutions, AI use taxes, and jobs legally reserved for humans only. Our VC roundtable guests — Sheel Mohnot (Better Tomorrow Ventures), Dave McClure (Practical Venture Capital), and Hussein Kanji — push back hard. Is taxing profits a better fix for AI taking jobs than taxing the tokens themselves? PLUS: Meta's $17B kids safety settlement… does it go far enough? Why does Stripe want OpenRouter? A peek at the VC's actual portfolio mark-ups. AND begun, the AI agent wars have. Our panel chooses between OpenClaw, Instinct, and Grok Bot. Guests Sheel Mohnot on X: https://x.com/pitdesi Better Tomorrow Ventures: https://www.btv.vc/ Dave McClure on X: https://x.com/davemcclure Practical Venture Capital: https://practicalvc.com/ Hussein Kanji on X: https://x.com/hkanji Hoxton Ventures: https://hoxtonventures.com/ Relevant Links GatesNotes: "The turbulent AI era is here": https://www.gatesnotes.com/a-turbulent-ai-era-and-critical-choices-to-make NPR: Meta settlement coverage: https://www.npr.org/2026/08/26/nx-s1-5944781/meta-settlement-child-safety-lawsuit TechCrunch: Stripe agrees to buy OpenRouter: https://techcrunch.com/2026/08/16/stripe-will-reportedly-acquire-ai-gateway-startup-openrouter-for-7b/ Skild AI S1 Demo: https://www.skild.ai/blogs/s1 Instinct AI agent (waitlist): https://instinct.co/ TechCrunch: Instinct coverage: https://techcrunch.com/2026/08/24/instincts-powerful-ai-assistant-is-raising-privacy-and-security-concerns/ CNBC: OpenAI CFO says IPO is coming in 2027: https://www.cnbc.com/2026/08/19/open-ai-ipo-timing-2027-friar.html Basis: https://www.getbasis.ai/ TaxGPT: https://www.taxgpt.com/ Cusp AI: https://cusp.ai/ Abacus: https://goabacus.co/ Micro1: https://www.micro1.ai/ Mottu: https://mottu.com.br/ EquityBee: https://equitybee.com/ Kiva: https://www.kiva.org/ Timestamps: 0:00 It's Hussein's first time on the VC Roundtable! 2:09 Gates says "turbulent era" for AI is here 8:56 Microloans, Kiva, and "universal basic income" 9:23 Thanks to our partner, Lightfield, the AI-native CRM that updates itself, so you never have to! Try it for free at https://lightfield.app 13:00 Why sole proprietorships may be AI's biggest beneficiary 20:29 Got a new business idea? Northwest helps you bring it to life. Get a free domain, email, phone number, and more, with no purchase required! Learn more at https://www.northwestregisteredagent.com/twistdomain 21:00 Should the gov't take a stake in AI labs? 30:24 Thanks to our partners at Rippling! Head to https://Rippling.ai/twist to get the only AI built to give you full visibility across your startup and take complex actions across your entire business. 32:44 Meta's $17.1B settlement 45:14 Is anything still fundable outside of AI? 46:29 Stripe and SpaceX deals 55:54 Skild AI's pancake flipping demo 59:49 Sheel's Hottest Takes 1:04:37 Dave's Charts 1:09:07 Who loses money when there are no IPOs? 1:16:49 The Agent Wars heat up 1:24:56 Everyone's favorite investments 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 Jason: X: https://twitter.com/Jason LinkedIn: https://www.linkedin.com/in/jasoncalacanis Thank you to our partners: (0:00) PARTNER - AD BLURB (0:00) PARTNER - AD BLURB (0:00) PARTNER - AD BLURB Check out all our partner offers: https://partners.launch.co/ 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

Today's show: Can a founder actually fire a board member? Short answer: almost never. And the reason why may surprise a lot of founders. On this edition of Legal Basics, Wilson Sonsini partner Becki DeGraw joins Jason for a deep dive into who really controls your board, when investors start earning seats, and the differences between a board member and a board observer. Check out an episode that might just save your cab table someday. PLUS they walk through the full lifecycle of your startup's board, exploring what it actually controls, when founders should start adding their own board members, the ownership threshold that means investors will start asking for seats, and how boards evolve from seed rounds to Series B> Timestamps: 0:06 Welcome back to Legal Basics 1:47 When should a seed stage founder add their first board member? 7:47 From founder-controlled to "balanced" 10:31 Private vs. public company board pay 12:18 Do board members get expenses covered? 14:34 Why observers need a confidentiality provision 15:36 The "sign in the next 24 hours" pressure tactic 17:46 How to remove a director 24:01 When to use "Pled" vs. "Pleaded" Check out all of the Startup Basics episodes here: https://thisweekinstartups.com/basics 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 Becki: LinkedIn: https://www.linkedin.com/in/rebecca-degraw-639bbb62/ Follow Jason: X: https://twitter.com/Jason LinkedIn: https://www.linkedin.com/in/jasoncalacanis 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

This Week In Startups is made possible by: Odoo https://Odoo.com/twist Quo https://quo.com/TWiST Conservation Fund https://conservationfund.org how old a movie has to be for me to be able to show a part of it on youtube Generally 10 seconds or less of a film clip can fall under fair use for commentary or criticism — which is how most podcasts and talk shows use clips without issue. But there's no hard legal rule based on age. What actually matters more than age is fair use, which considers: Purpose — commentary, criticism, education = stronger fair use case Amount used — shorter = safer; a 5-10 second clip for reaction/discussion is generally fine Effect on market — your clip shouldn't replace the original In practice for YouTube specifically: Most major studios have Content ID systems that will flag clips regardless of movie age — even 100-year-old films if the rights holder has registered them Public domain is the real safe zone — films from 1927 or earlier are generally in the public domain in the US. Some films from the 1928-1963 range are also public domain if copyright wasn't renewed Disney, Warner Bros., Universal etc. actively enforce even very old films For a show like TWiST showing a short reaction clip — 5-10 seconds with clear commentary context is the industry standard and rarely gets actioned. But age alone won't protect you. Today's show: *A humanoid robot ran the 100m in 9.39, breaking the human Usain Bolt's world record, while an entire stadium cheered. Jason thinks Beijing's World Humanoid Robot Games aren't a science fair, or a fun exhibition, but the best AI PR campaign on Earth. While Americans debate the data centers that train the robot brains, China is already turning them into a spectacle and world-class entertainment. Find out what Jason thinks America can do to catch up… and why he believes there will be 1 billion Optimus robots deployed by the year 2036. PLUS on an all-news TWiST, hot takes on the potential $13B Hugging Face sale (to a mystery buyer), why founders should always "buy the threat," analyzing Sam Altman's "I'm listening and I hear you" face, and are kill drones already in operation around the world? We're digging in to how close the real world is to mirroring the "Terminator" films. Relevant Links CBS coverage of World Humanoid Robot Games: https://www.cbsnews.com/news/china-robot-usain-bolt-sprint-run-record-faster/ Bloomberg coverage of World Humanoid Robot Games: https://www.youtube.com/watch?v=0lsrUAdcPPE X-Humanoid: https://www.x-humanoid.com/ Tesla Optimus on X: https://x.com/Tesla_Optimus Trailer for Spielberg's "A.I. Artificial Intelligence": https://www.youtube.com/watch?v=_19pRsZRiz4 Bloomberg: Hugging Face exploring sale: https://www.bloomberg.com/news/articles/2026-08-23/hugging-face-gauging-interest-for-potential-sale-business-insider-says Fortune: Stripe acquires OpenRouter: https://fortune.com/2026/08/16/stripe-7-billion-deal-ai-firm-openrouter-acquisition/ InfoWorld: OpenAI acqui-hires OPenClaw founder: https://www.infoworld.com/article/4132731/openai-hires-openclaw-founder-as-ai-agent-race-intensifies-2.html David Senra podcast w/ Sam Altman: https://www.davidsenra.com/episode/sam-altman Harvey Tenet Research Preview: https://www.harvey.ai/blog/post-training-update-harvey-tenet David Sacks comments on Harvey's Tenet (from X): https://x.com/DavidSacks/status/2090790063047168473 CNBC: Iran linked to UK cyberattack: https://www.cnbc.com/2026/08/23/small-uk-power-plant-shut-down-after-iran-linked-cyberattack-report.html NYT: A drone killed 3 Ukrainians: https://www.nytimes.com/2026/08/24/world/europe/russia-drones-autonomous-ai-kill-ukraine-war.html Forbes: Eric Schmidt secretly testing AI drones: https://www.forbes.com/sites/sarahemerson/2024/06/06/eric-schmidt-is-secretly-testing-ai-military-drones-in-a-wealthy-silicon-valley-suburb/ Restream: https://restream.io/ Kimbal Musk's Nova Sky Stories: https://novaskystories.com/ IKEA: Plug-in Solar Panels: https://www.ikea.com/be/en/energy-services/plug-in-solar/ Deadline: "Mandalorian and Grogu" box office: https://deadline.com/2026/08/star-wars-mandalorian-grogu-disney-release-date-1237040464/ THR: Dave Filoni leading Lucasfilm: https://www.hollywoodreporter.com/movies/movie-news/star-wars-mandalorian-grogu-box-office-franchise-low-1236604973/ Star Wars: Starfighter first look: https://www.starwars.com/news/star-wars-starfighter-ryan-gosling Star Wars Theory: "Vader" fan series: https://www.youtube.com/watch?v=Ey68aMOV9gc Timestamps: 0:00 Jason got a fresh Optimus demo 1:35 Robots are breaking human sports records 3:39 America's messaging problem vs. China's elite PR machine 11:07 Odoo - The all-in-one business platform. Your first app is free! Get started today at https://Odoo.com/twist 12:08 Jason got a fresh Optimus demo 19:21 Quo (formerly OpenPhone) - Quo gives you a clean, modern way to handle every customer call, text, and thread all in one place. Try it free and get 20% off your first 6 months at https://quo.com/TWiST 28:09 Who's going to buy Hugging Face and why? 28:56 Conservation Fund - Find out more about how the Conservation Fund is protecting land, wildlife, and our shared access to the great outdoors while also providing economic opportunities. Visit https://conservationfund.org 31:35 How OpenAI killed OpenClaw 39:08 Sam Altman wants to make a platform, not a product 41:19 The "Castles and Keeps" metaphor for sovereign AI 49:27 UBI isn't happening but we could raise the minimum wage 58:47 Embracing redundancy and self-reliance 1:10:53 Is Star Wars at a historic low point (and Lon's Worst Take) 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 Jason: X: https://twitter.com/Jason LinkedIn: https://www.linkedin.com/in/jasoncalacanis Check out all our partner offers: https://partners.launch.co/ 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

This Week In Startups is made possible by: Superhuman https://Superhuman.com Sentry https://sentry.io/twist Lightfield https://lightfield.app Today's show: Jason's been saying it for years now (and we've got an All In clip from 2023 to prove it). Open source will win the AI race. This week gives us a major evidence point, as $11B legal AI company Harvey released its own in-house model, trained on an open-weight Kimi K3 base. Harvey made a proprietary specialized solution without having to risk sharing its precious expert-compiled data with the major frontier labs. PLUS we're checking out the FREE AI dictation app Willow with co-founder Allan Guo, and finding out how he plans to compete with giants like Wispr Flow and Apple. AND we've got the Stanford student who built an automated golf cart and gave luminaries like Jensen Huang and Sam Altman rides around campus. Guests Allan Guo on X: https://x.com/_allanguo Willow: https://willowvoice.com/ Ethan Goodhart: https://x.com/EthanGoodhart Sign up for the Wind TestFlight: https://testflight.apple.com/join/zZqmhhwf Relevant Links CNBC: OpenAI "will be a public company in 2027": https://www.cnbc.com/2026/08/19/open-ai-ipo-timing-2027-friar.html OpenAI Zero Data Retention Pledge: https://openai.com/index/our-commitment-to-zero-data-retention TWIST (June 2026): Jason comments on OpenAI and training data: https://youtu.be/o3eow1nTrcI?si=orungk7OmplOuyio&t=742 All In podcast (Feb 2023): Jason comments on open source vs. frontier models: https://youtu.be/PVgBWV2bvLs?si=j6y7sHS0wx9q09oa&t=5173 Harvey: https://www.harvey.ai/ Harvey Tenet Research Preview: https://www.harvey.ai/blog/post-training-update-harvey-tenet Fireworks AI: https://fireworks.ai/ Wispr Flow: https://wisprflow.ai/ Pipedrive: https://www.pipedrive.com/ Nvidia Jetson Thor: https://www.nvidia.com/en-us/autonomous-machines/embedded-systems/jetson-thor/ OpenAI shares Wind golf cart clip: https://www.tiktok.com/@openai/video/7645336713472134431 Starlink Mini: https://starlink.com/mini-product-us?srsltid=AfmBOorzM7arxhdzYAdDpH6RGD4LLg9WV_BFnEoLuYieuHuGSCjQTE1Y Toro mowers: https://www.toro.com/ 404 Media: https://www.404media.co/ Punchbowl News: https://punchbowl.news/ Semafor: https://www.semafor.com/ Skift: https://skift.com/ Newcomer: https://www.newcomer.co/ Deirdre Bosa on YouTube: https://www.youtube.com/@deebosa Electrek: Genesis GV90 review: https://electrek.co/2026/08/20/genesis-gv90-luxury-coach-doors-images/ Toyota Alphard gallery: https://global.toyota/en/mobility/toyota-brand/gallery/alphard.html The Clash "London Calling" video: https://www.youtube.com/watch?v=EfK-WX2pa8c Timestamps: 0:00 What is Jason's Grok Bot up to? 5:17 Systems over goals 9:43 Superhuman - Superhuman Go is an AI chat that's always there when you need it, already aware of what you're doing, and doesn't ask you to start from zero. Sign up to get the best in AI at https://Superhuman.com 13:08 OpenAI will go public soon 14:19 Top line ARR matters way less than churn 20:43 Sentry - Your team should be focused on shipping features — not chasing down bugs. New users can get $240 in free credits when they go to https://sentry.io/twist and use the code TWIST 29:55 Lightfield - Name one person who's ever enjoyed updating a CRM. Exactly. Lightfield's AI agent does it for you — it even prospects and books your meetings. Used by thousands of startups. Free at https://lightfield.app 30:52 Harvey launches Tenet 34:32 "Open source is going to win it all" 35:58 Allan Guo of Willow joins 39:18 Managing a single source of truth across a team 47:00 Lon and Jason love the Toyota Alphard 51:00 Stanford student and AV expert Ethan Goodhart joins 1:00:09 How Ethan got Jensen Huang to go for a ride 1:00:37 Punk Rock 101 1:06:24 Phoebe Gates' secret Harvard class 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 Jason: X: https://twitter.com/Jason LinkedIn: https://www.linkedin.com/in/jasoncalacanis Check out all our partner offers: https://partners.launch.co/ 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

The TWiST AI Basics series is made possible by Google Cloud! Build context-aware AI workflows using DeepMind models and orchestration tools with Google for Startups' new Startup technical guide on generative media. Get the guide here: https://goo.gle/technical_guide Astrocade is building super-intelligence for the interactive world. Build the future of fun: https://www.astrocade.com/careers Today's show: *Making a video game once required a studio, an engine, and a team of five or more people working for six months. But with Astrocade, users just describe the game they'd like to play and share, and an AI assembles it from minutes, ready to publish to a TikTok-style feed. Still, founder and CEO Amir Sadeghian tell us AI can't actually build a great game all on its own. The magic isn't just in the automation, but the user's creativity and good taste. Amir demos how the app turns simple sentences and descriptions into full video games, explains why frontier models still regress to the mean rather than pushing boundaries, and unpacks how the game's human-in-the-loop workflow can turn even generic ideas into something original and fun. Guest: Amir Sadeghian on X: https://x.com/_amirabs Astrocade: https://www.astrocade.com/ Relevant Links Flappy Bird: https://flappybird.io/ Plants vs. Zombies: https://www.ea.com/ea-studios/popcap/plants-vs-zombies MrBeast on YouTube: https://www.youtube.com/@MrBeast Google's Nano Banana Pro: https://nanabananapro.com/ Timestamps: 0:00 Welcome to AI Basics, presented by Google Cloud 0:44 Amir Sadeghian, CEO of Astrocade joins 1:08 What is Astrocade and how does it work? 2:58 From describing to publishing: the TikTok for games 3:37 Amir's origin story: four continents, one vision 5:11 Why making games used to require years of training 6:46 The watermelon juice theory of product friction 7:35 Taste as the new programming language 14:18 Personalizing games with your own images 15:23 From consumer to prosumer: can you make a living? 16:22 Astrocade's creator fund and new creator economy 17:07 Open roles at Astrocade 18:10 Why play is the most universal human language 19:43 Google Cloud, Gemini, and wrapping up 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 Jason: X: https://twitter.com/Jason LinkedIn: https://www.linkedin.com/in/jasoncalacanis Thank you to our partners! Build context-aware AI workflows using DeepMind models and orchestration tools with Google for Startups' new Startup technical guide on generative media. Get the guide here: https://goo.gle/technical_guide Astrocade is building super-intelligence for the interactive world. Build the future of fun: https://www.astrocade.com/careers 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

This Week In Startups is made possible by: Vanta https://www.vanta.com/twist Agree https://agree.com YSecurity https://YSecurity.io/TWIST Today's show: Frontier AI models can ace PhD-level exams, but it's still bad at tracking down the product you want in the style that suits you. Onton's Zach Hudson tell us that the problem is that models are a black box. His solution? A neurosymbolic model, Ontology 1, that learns about your taste and preferred aesthetic over time, then produces product searches tailored specifically to you, rather than just using keywords and relevant tags. How do neurosymbolic models work, and how does Onton understand your prompts and favorite design trends? And why aren't the frontier labs working on neurosymbolic models of their own? Zach joins Jason and Lon to discuss. PLUS, following a record-smashing SpaceX IPO, Ashi Dissanayake of Spacium makes the case that the real bottleneck in space isn't launching rockets off the ground any more. It's refueling in orbit. Guests Zach Hudson on X: ****https://x.com/nosduhz Onton: https://onton.com/ Spacium: https://spaceium.com/ Spacium on X: https://x.com/SpaceiumInc Relevant Links Poolside's journey to AGI: https://poolside.ai/vision/purpose Startup Archive: Sam Altman on the Paul Graham advice that saved OpenAI: https://www.startuparchive.org/p/sam-altman-on-the-paul-graham-advice-that-saved-open-ai-always-make-an-api Kelly Wearstler: https://www.kellywearstler.com/ Ennis House: https://franklloydwright.org/site/ennis-house/ Los Feliz Living: Ennis House profile: https://www.losfelizliving.com/los-feliz-historic-homes/ennis-house-los-feliz-hcm-149 Indiewire: Ennis-inspired "The Studio" offices: https://www.indiewire.com/features/craft/the-studio-production-design-interview-seth-rogen-1235114365/ Monocle Magazine: https://monocle.com/ Spaceium on Y Combinator: https://www.ycombinator.com/companies/spaceium-inc Orbit Fab's RAFTI: https://www.orbitfab.com/rafti/ James Webb Space Telescope: https://science.nasa.gov/mission/webb/ Houzz: https://www.houzz.com/ Timestamps: 0:00 Zach Hudson joins: What is "neurosymbolic search" 4:03 Ontology 1 isn't a black box 6:31 Who is using Onton? 9:36 Vanta - Get $1000 off your SOC 2 at https://www.vanta.com/twist 11:35 Could neurosymbolic models reach AGI? 13:19 Jason loves Wright's Ennis House 17:03 The shape of AI companies is changing 19:28 Agree.com - Stop chasing invoices and automate your entire contract-to-cash stack. Go to https://agree.com and tell them Jason sent you to get 50% off for life! 22:32 UGC as a data moat 26:03 The Dead Internet Theory 28:13 Ashi Dissanayake of Spacium joins 29:52 YSecurity - The on-demand security team for startups. Need enterprise-grade security without hiring a $400k CISO? YSecurity gives you 40+ expert engineers, matched to exactly what you need, by the hour, with your first six hours completely free. Go to https://YSecurity.io/TWIST 31:50 Storables vs. cryogenics: the zero-boil-off breakthrough 34:11 All kinds of propulsion requires refueling 36:09 Getting more value from LEO to GEO 38:28 Moving at rocket speed 44:54 Why demand is so acute 49:37 The investing climate for space, post-SpaceX 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 Jason: X: https://twitter.com/Jason LinkedIn: https://www.linkedin.com/in/jasoncalacanis Check out all our partner offers: https://partners.launch.co/ 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

This Week In Startups is made possible by: Northwest Registered Agent https://northwestregisteredagent.com/twist DigitalOcean https://do.co/twist Odoo https://Odoo.com/twist Today's show: We've been going deep on Bittensor and how it works all year on TWiST, meeting with the creators of some of our favorite subnets, and exploring how the system decentralizes inference, compute, and storage. Now, on this very special episode, Jason and Lon welcome Bittensor co-founder Jason Steeves (aka "Const") to the show. He gives us a quick tour of the project's first principles, before diving into how subnets incentivize miners to contribute, how dTAO turned the creation of subnets into its own competition, how Const says he employs "the internal machinery of capitalism" to rank subnects, and his latest project, Subnet 120 (aka Affine). Find out what the OpenTensor Foundation actually does, go inside the Templar controversy, and learn why Const is trying to make himself increasingly irrelevant. Guest Jacob Steeves on X: https://x.com/const_reborn Bittensor: https://www.bittensor.com/ Affine: https://affine.io/ Relevant Links Original Bittensor whitepaper: https://bittensor.com/whitepaper Bittensor governance and documentation: https://www.bittensor.com/docs Beginner's Guide to Dynamic TAO: https://www.tao.media/the-complete-beginners-guide-to-dynamic-tao-dtao/ Prime Intellect: TOPLOC: https://www.primeintellect.ai/blog/toploc Engy (SN53): https://engy.ai/ Lium (SN51): https://www.lium.io Targon (SN4): https://targon.com/ Templar (SN3): https://www.tplr.ai/ Hippius (SN75): https://hippius.com/ MakerDAO: https://makerdao.com/ Stillcore Capital: https://stillcorecapital.com/ Timestamps: 0:00 The origin of Bittensor (and the name Const) 10:48 Northwest Registered Agent - Get more when you start your business with Northwest. In 10 clicks and 10 minutes, you can form your company and walk away with a real business identity — Learn more at https://northwestregisteredagent.com/twist 13:55 From Bitcoin mining to mining intelligence 19:33 DigitalOcean - Head to https://do.co/twist to start building on DigitalOcean's AI-Native Cloud today — and cut your AI workload costs by up to 50%. 30:17 Odoo - The all-in-one business platform. Get started for free at https://Odoo.com/twist 32:37 What is a subnet? 33:35 Forcing honest inference from bad actors 37:14 Building a subnet is harder than it looks 40:42 Understanding dTAO 51:57 Where the registration TAO actually goes 1:02:57 All about the Conviction "rug pull" 1:15:19 How Const is making himself irrelevant 1:17:33 The "Buy One TAO" philosophy 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 Jason: X: https://twitter.com/Jason LinkedIn: https://www.linkedin.com/in/jasoncalacanis Check out all our partner offers: https://partners.launch.co/ 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

This Week In Startups is made possible by: PayPal Open https://paypal.launch.co CLA https://claconnect.com/withyou Odoo https://Odoo.com/twist Today's show: *Anthropic is likely headed for the largest IPO in history. A reported 2-3 trillion October debut would blow past SpaceX's recent record. Jason breaks down why the. numbers matter less than what they'll reveal about the entire AI economy. Then, chats with a pair of founders: one who's selling subscription water filtration systems that will keep microplastics out of your brain (and other body parts), and another who's building the AI software that powers automated solar panel installation. Guests Sami Khoreibi: https://x.com/samikhoreibi Wisewell: https://www.wisewell.com/ Puneet Puri: https://x.com/puneetp Gritt Robotics: https://www.gritt.ai/ Relevant Links Fortune: Anthropic reportedly plans $2T IPO in October: https://fortune.com/2026/08/13/anthropic-ipo-2-trillion-october-largest-ever-spacex/ Ramp AI Index: August update: https://ramp.com/data/ai-index-august-2026 Decart: https://decart.ai/ Bloomberg: Anthropic in talks to buy Decart: https://www.bloomberg.com/news/articles/2026-08-13/anthropic-said-in-talks-to-buy-ai-startup-decart-for-6-billion Nat Geo: Profile of water sommelier Martin Riese: https://www.nationalgeographic.com/travel/article/water-sommelier-martin-riese Mailman School of Public Health: Nanoplastics study: https://www.publichealth.columbia.edu/news/bottled-water-can-contain-hundreds-thousands-nanoplastics Bryan Johnson microplastics post: https://x.com/bryan_johnson/status/1937194358027190637?lang=en Topo Chico: https://www.coca-cola.com/us/en/brands/topo-chico San Pellegrino: https://www.sanpellegrino.com/ Acqua Panna: https://www.acquapanna.com/intl/ Evian: https://www.evian.com/ Mountain Valley Spring Water: https://mountainvalleyspring.com Fiji Water: https://www.fijiwater.com/ TechCrunch: Gritt exits stealth: https://techcrunch.com/2026/07/21/gritt-exits-stealth-with-34-million-for-robots-to-build-solar-plants-then-everything-else/ Our World in Data: Solar panel prices: https://ourworldindata.org/grapher/solar-pv-prices Our World in Data: Solar module prices vs. cumulative capacity: https://ourworldindata.org/grapher/solar-pv-prices-vs-cumulative-capacity NYT: Do your emojis make you look old? https://www.nytimes.com/interactive/2026/08/12/upshot/emoji-generations.html DJI Mic 3: https://www.dji.com/mic-3 Ted Lasso S4 trailer: https://www.youtube.com/watch?v=Kk1KdTMhFs8 Lanterns trailer: https://www.youtube.com/watch?v=7UIBOsuUwc4 Furious trailer: https://www.youtube.com/watch?v=UBSqPDxmNZs The Shards trailer: https://www.youtube.com/watch?v=Zpm9HUOrZIc Sporked: What are Tim Tams? https://sporked.com/article/what-are-tim-tams/ Timestamps: 0:00 New Segment: "Enough Already!" 3:36 Anthropic's record-breaking IPO plans 9:59 Why it's "Springtime for Trump and M&A" 10:39 PayPal - Built for payments, growth, and agentic. Paypal Open, built for all business. Visit https://paypalopen.com to get started 16:00 Sami Khoreibi of Wisewell joins 17:30 Hiring a water sommelier 20:23 CLA - Innovation takes balance. CLA's CPAs, consultants, and wealth advisors can help you get from startup to where you want to end up. Get started now at https://www.claconnect.com/withyou 29:00 The problems with tap and bottled water 30:34 Odoo - The all-in-one business platform. Get started for free at https://Odoo.com/twist 49:58 Puneet Puri of Gritt Robotics joins 54:35 Solar's version of "Moore's Law" 1:05:08 Are you using the Boomer emojis? 1:09:02 Why Jason loves the DJI Mic 3 1:11:36 Jason & Lon's streaming recommendations 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 Jason: X: https://twitter.com/Jason LinkedIn: https://www.linkedin.com/in/jasoncalacanis Check out all our partner offers: https://partners.launch.co/ 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

These robots could cut delivery costs by 80% | Next Unicorns This Week In Startups is made possible by: Squarespace https://squarespace.com/twist Northwest Registered Agent https://northwestregisteredagent.com/twist Agree https://agree.com Today's show: *Cytronic built a robotics-first fulfillment network, packing and shipping orders for cents instead of dollars, from small, city-adjacent micro-warehouses. Alex chats with CEO and co-founder Kevin Gibbon about how he can build a fulfillment warehouse for $1.2 million, and why it costs Amazon 50M-100M. PLUS Eyebot delivers low-cost doctor-reviewed eyeglass prescriptions following 90-second vision tests, conducted in everyday kiosks. We asked CEO and co-founder Matthias Hofmann how he's trying to simplify vision care and caught up with his Walmart and Sam's Club pilot programs. Guests Kevin Gibbon on X: https://x.com/kevingibbon Cytronic: https://cytronic.ai/ Matthias Hofmann on LinkedIn: https://www.linkedin.com/in/mchofmann/ Eyebot: https://www.eyebot.co/ Relevant Links Axios: Cytronic seed round: ****https://www.axios.com/pro/supply-chain-deals/2026/07/15/robotic-fulfillment-cytronic-13m Airhouse acquired by Syncware: https://www.airhouse.io/ Amazon News: 10 Years of Robotics: https://www.aboutamazon.com/news/operations/10-years-of-amazon-robotics-how-robots-help-sort-packages-move-product-and-improve-safety Serve Robotics: https://www.serverobotics.com/ Zipline: https://www.flyzipline.com TechCrunch: Manna plots major US expansion: https://techcrunch.com/2026/07/08/autonomous-drone-delivery-startup-manna-plots-major-u-s-expansion/ TechCrunch: Eyebot Series A round: https://techcrunch.com/2025/08/26/eyebot-gets-20m-series-a-to-boost-to-expand-eye-care-access/ CNET Eyebot coverage: https://www.cnet.com/health/medical/i-took-a-vision-test-in-90-seconds-with-a-robot-and-saw-the-future-of-vision-care/ Walmart & Sam's Club announcement: https://www.eyebot.co/resources/walmart-and-sams-club-pilot-fast-affordable-eyeglass-prescriptions-using-eyebots-technology/ Formlabs: https://formlabs.com/ Meta Ray-Ban smart glasses: https://www.meta.com/ai-glasses/ Google Android XR AI announcement: https://blog.google/products-and-platforms/platforms/android/android-xr-gemini-glasses-headsets/ World Health Organization: Blindness and vision impairment fact sheet: https://www.who.int/news-room/fact-sheets/detail/blindness-and-visual-impairment Timestamps: 0:00 Kevin Gibbons of Cytronic joins the show 5:29 How small is a micro fulfillment center? 9:59 Squarespace - Turn your idea into a beautiful website! Go to https://www.squarespace.com/twist for a free trial. When you're ready to launch, use offer code TWIST to save 10% off your first purchase of a website or domain. 11:33 Understanding the unit economics 20:24 Northwest Registered Agent - Get more when you start your business with Northwest. In 10 clicks and 10 minutes, you can form your company and walk away with a real business identity — Learn more at https://northwestregisteredagent.com/twist 22:29 Why fulfillment costs rise as you scale 29:46 Automatons Roll Out 30:12 Matthias Hofmann of Eyebot joins the show 30:31 Agree.com - Stop chasing invoices and automate your entire contract-to-cash stack. Go to https://agree.com and tell them Jason sent you to get 50% off for life! 31:29 Vision tests vs. eye exams 42:28 The terrifying doctor shortage 47:22 Fundraising and partnerships 57:07 Will we always need human doctors in the loop? 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 Alex: X: https//x.com/alex Follow Lon: X: https://x.com/lons Follow Jason: X: https://twitter.com/Jason LinkedIn: https://www.linkedin.com/in/jasoncalacanis Check out all our partner offers: https://partners.launch.co/ 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

This Week In Startups is made possible by: Every.io https://every.io NetSuite https://NetSuite.ai/TWIST YSecurity https://YSecurity.io/TWIST Today's show: *Meta chief Mark Zuckerberg published a 6,500 word essay about the future of AI, and Jason thinks it's his smartest PR move in years. The thinkpiece, "The Future is for Everyone: The Path to a Positive AI Future," arrives alongside a new open-weight Meta model — Muse Glimmer — and the promise of an open-weight version of Muse Spark 1.2 to come. Zuckerberg's clearly pitching an "abundance" narrative, promising the American public untold benefits from AI technology — everything from a PhD-level tutor for every student to scientific breakthroughs, personal assistants, and beyond — all for the low low cost of not banning new data centers. Do our hosts think everyday voters will take this deal? PLUS X retires its revenue sharing program, the CLARITY Act misses a key pre-recess vote, what can we do to stop widespread AI-powered community college cheating, and some of the podcasting positions for which LAUNCH is hiring. Relevant Links Meta: "The Future is for Everyone": https://about.fb.com/news/2026/08/the-future-is-for-everyone/ Meta: "Introducing Muse Glimmer": https://research.meta.ai/blog/introducing-muse-glimmer-open-agentic-model MS Now: "Kevin O'Leary wants to atone for his data center sins": https://www.ms.now/news/kevin-oleary-wants-to-atone-for-his-data-center-sins "The Social Reckoning" teaser: https://www.youtube.com/watch?v=gM4LkaXwGuY X: Original Content Rewards Program: https://help.x.com/en/using-x/original-content-rewards TechCrunch: Nikita Bier steps down as X's head of product: https://techcrunch.com/2026/08/05/nikita-bier-steps-down-as-xs-head-of-product/ Congress.gov: H.R. 3633 - Digital Asset Market Clarity Act: https://www.congress.gov/bill/119th-congress/house-bill/3633/text Politico: "Crypto faces a setback in the Senate": https://www.politico.com/news/2026/08/07/delays-imperil-senate-crypto-bill-01029817 NYT: "AI Agents are Taking Entire Online Courses for Cheating Students": https://www.nytimes.com/2026/08/10/us/ai-cheating-online-degrees.html Inside Higher Ed: "Brown Professor Suspects Majority of His Class Used AI to Cheat": https://www.insidehighered.com/news/faculty/learning-assessment/2026/07/08/brown-professor-suspects-most-his-class-used-ai-cheat Podnews: Spotify's Skip Ahead ad skip test: https://podnews.net/article/spotify-threat-ad-skipping Tommy Vietor X post on Spotify: https://x.com/TVietor08/status/2085073214968037428?s=20 JJ Smith SF "open drug market" video: https://x.com/war24182236/status/2086839186137710724 Timestamps: 0:00 Why Zuck thinks the future is open source 2:26 Meta's roadmap: personal assistants and beyond 9:21 Every.io - For all of your incorporation, banking, payroll, benefits, accounting, taxes or other back-office administration needs, visit https://every.io 20:22 Netsuite - For the first time ever, you can try NetSuite Next for free. If your revenues are at least in the seven figures, go to https://NetSuite.ai/TWIST 27:43 How to win the data center argument 29:32 YSecurity - The on-demand security team for startups. Need enterprise-grade security without hiring a $400k CISO? YSecurity gives you 40+ expert engineers, matched to exactly what you need, by the hour, with your first six hours completely free. Go to https://YSecurity.io/TWIST 39:24 X intros Original Content Rewards 51:58 The CLARITY Act faces new setbacks 1:00:46 AI agents are taking students' tests for them 1:09:37 LAUNCH is hiring! 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 Jason: X: https://twitter.com/Jason LinkedIn: https://www.linkedin.com/in/jasoncalacanis Check out all our partner offers: https://partners.launch.co/ 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

This Week In Startups is made possible by: DigitalOcean https://do.co/twist Sentry https://sentry.io/twist Lightfield https://lightfield.app Today's show: A hedge fund just blew up shorting SaaS stocks. In turns out, the software companies that went all in on AI are bouncing back. Figma's CEO — still riding high on strong revenue — forfeited roughly $46 million in stock awards to ease investor nerves. Twilio posted its strongest quarter in years. Airbnb's CEO credits AI as the single biggest factor in the company's incredible turnaround. Jason and Lon break down what's separating the winners this earnings season from the companies that are falling behind. PLUS we're chatting with Bluecore Energy CEO and founder Kofi Asante about his plan to power ports, and one day AI data centers, with small, floating nuclear reactors. AND we're kicking off the TWiST Weight Loss Challenge! Co-host Lon and Jason's brother, Jamie, are both starting GLP-1s. We'll track their progress and follow along as they attempt to collect $15,000 EACH in prize money. Guest Kofi Asante on LinkedIn: https://www.linkedin.com/in/kofiasante1/ Bluecore Energy: https://www.bluecore.energy/ Jamie Calacanis on X: https://x.com/CalacanisJamie Relevant Links Bloomberg: Figma CEO forfeits $46M: https://www.bloomberg.com/news/articles/2026-08-05/figma-ceo-forfeits-46-million-in-stock-after-share-decline Twilio announces second quarter 2026 results: https://investors.twilio.com/news-releases/news-release-details/twilio-announces-second-quarter-2026-results TechCrunch: Twilio co-founder Jeff Lawson buys The Onion: https://techcrunch.com/2024/04/26/area-man-twilio-co-founder-jeff-lawson-buys-the-onion Chesky: Airbnb will spend a lot more on AI: https://www.cnbc.com/2026/08/07/chesky-airbnb-ai-earnings.html "Unreasonable Hospitality" by Will Guidara on Amazon: https://www.amazon.com/Unreasonable-Hospitality-Remarkable-Giving-People/dp/0593418573 The Times: Meet the unreasonable hospitality master who inspired "The Bear": https://www.thetimes.com/magazines/the-sunday-times-magazine/article/will-guidara-hospitality-the-bear-tkgzqz33w Port of Long Beach partnership on nuclear-powered shipping: https://gcaptain.com/port-of-long-beach-marad-launch-first-u-s-partnership-on-nuclear-powered-shipping/ Reuters: ByteDance targets mega AI model: https://www.reuters.com/technology/bytedance-targets-mega-ai-model-nearing-anthropics-mythos-ft-reports-2026-08-07/ Axios: OpenAI says its AI agents breached its own systems before Hugging Face: https://www.axios.com/2026/08/06/openai-hugging-face-black-hat Frank Lloyd Wright's Ennis House: https://franklloydwright.org/site/ennis-house/ Dwell: Why "The Studio" built a faux Frank Lloyd Wright HQ: https://www.dwell.com/article/the-studio-apple-tv-filming-locations-production-design-frank-lloyd-wright-john-lautner-97c68081 "Predators" documentary trailer: https://www.youtube.com/watch?v=ibVZkvpAJjI A24 "Primetime" trailer: https://www.youtube.com/watch?v=5fHXyqQOKL8 Alex Honnold free solos Taipei 101: https://www.cnn.com/2026/01/25/sport/alex-honnold-taipei-101-free-solo-netflix-intl-hnk Harmonic.ai: https://harmonic.ai/ Ro.co: http://ro.co/twist Timestamps: 0:00 Figma, Twilio & Airbnb earnings: who's winning at AI? 9:50 DigitalOcean - Head to https://do.co/twist to start building on DigitalOcean's AI-Native Cloud today — and cut your AI workload costs by up to 50%. 11:32 The real cost of stock-based compensation 17:38 Kofi Asante of Blue Core Energy joins the show 19:47 Sentry - Your team should be focused on shipping features — not chasing down bugs. New users can get $240 in free credits when they go to https://sentry.io/twist and use the code TWIST 20:51 What is a small modular reactor (SMR)? 26:00 Floating nuclear reactors for ports and data centers 29:47 Lightfield - Name one person who's ever enjoyed updating a CRM. Exactly. Lightfield's AI agent does it for you — it even prospects and books your meetings. Used by thousands of startups. Free at https://lightfield.app 31:56 Nuclear waste, submarine risks, and public perception 42:41 The generational shift in how we think about nuclear 48:19 ByteDance is training a 10 trillion parameter model 53:47 When AI models plan heists: the Hugging Face caper 58:02 Jason's Roko weight loss competition 1:11:38 Off duty: To Catch a Predator, Alex Honnold, and comedy 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 Jason: X: https://twitter.com/Jason LinkedIn: https://www.linkedin.com/in/jasoncalacanis Check out all our partner offers: https://partners.launch.co/ 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

This Week In Startups is made possible by: Vanta https://www.vanta.com/twist Agree https://agree.com Odoo https://Odoo.com/twist Today's show: *Airtable just sold for $2.25 billion, an 81% drop from its peak of $11.7 billion. On this week's TWiST VC Roundtable, Aditya Agarwal (South Park Commons), Niko Bonatsos (Verdict Capital), and Rick Heitzmann (FirstMark Capital) break down why the venture world sees this as a good outcome, not a financial disaster. By declining the deal, would Airtable's team have just been delaying the inevitable? Is the fact that they reached $400M+ ARR on its own a reason to celebrate? Find out why our investor panel prefers unwinding a stuck situation rather than chasing a growth rate that's no longer sustainable. PLUS Robinhood's booming prediction market business, the secondary market flap over Anduril shares, why so many VCs shy away from "vice" categories, and a glimpse at how insiders are talking about the Apple-OpenAI lawsuit. Guests Aditya Agarwal on X: https://x.com/adityaag South Park Commons: https://www.southparkcommons.com/apply Niko Bonatsos on X: https://x.com/bonatsos Verdict Capital: https://verdictcap.com/ Rick Heitzmann on X: https://x.com/rick FirstMark Capital: https://firstmark.com/ Relevant Links Airtable: https://www.airtable.com/ Bending Spoons announces Airtable acquisition: https://investors.bendingspoons.com/newsroom/bending-spoons-agrees-to-acquire-airtable Constellation Software: The Anti-Conglomerate: https://www.eaglepointcap.com/blog/constellation-software-the-anti-conglomerate Introducing Robinhood Ventures Fund II: https://robinhood.com/us/en/newsroom/introducing-rvii/ Quartz: Robinhood posted record quarterly revenue: https://qz.com/robinhood-record-revenue-prediction-markets-earnings-073026 Riot Games: https://www.riotgames.com/en AngelList's USVC Fund: https://usvc.com/ Baseten: https://www.baseten.co/ OpenEvidence: https://www.openevidence.com/ Hermes Agent: https://hermes-agent.org/ Granola: https://www.granola.ai/ Timestamps: 0:00 VC intros & Bending Spoons buys Airtable 9:19 Why growth is the only metric that matters 9:45 Vanta - Get $1000 off your SOC 2 at https://www.vanta.com/twist 20:52 Agree.com - Stop chasing invoices and automate your entire contract-to-cash stack. Go to https://agree.com and tell them Jason sent you to get 50% off for life! 26:25 When should VCs sell in secondary markets? 30:55 Odoo - The all-in-one business platform. Get started for free at https://Odoo.com/twist 35:38 Robinhood's prediction markets are exploding 43:13 The USVC-Anduril secondary controversy 46:18 How VC firms use open source models 58:43 Telling the real founders from the grifters 1:02:38 Why Apple is suing OpenAI 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 Check out all our partner offers: https://partners.launch.co/ 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

This Week In Startups is made possible by: Odoo https://Odoo.com/twist Quo https://quo.com/TWiST Northwest Registered Agent https://northwestregisteredagent.com/twist Today's show: *Before Bespoke's "travel concierge" chatbot could actually hold a conversation, founder/CEO Akemi Tsunagawa and her team quietly answered customers themselves. That "fake it till you make it" strategy paid off. Bespoke landed Narita Airport as a customer based on the strength of their "chatbot" answers, and now the team runs three companies, and is expanding into shipyard robots. In the fourth and final edition of TWiST Tokyo for Summer '26, Jason and Akemi discuss her thesis: "solve the labor gap first, [then] build the tech to math." Plus insights into Japan's tourism boom, how founders should consider the country's accelerating population decline, the economics and politics of importing foreign labor, and why AI may already be taking over more jobs than you think. Guest Akemi Tsunagawa on X: https://x.com/AkemiTsunagawa Bespoke: https://www.be-spoke.io/ Bebot: https://www.bebot.io BeTrained: https://www.be-spoke.io/en/be-trained Relevant Links Disrupting Japan: "Silicon Valley Has Chatbots All Wrong": https://www.disruptingjapan.com/silicon-valley-has-chatbots-all-wrong-heres-how-they-really-make-money/ CNN on Japan's population decline: https://www.cnn.com/2025/08/07/asia/japan-biggest-population-decline-record-intl-hnk Paul Graham: "Do Things That Don't Scale": https://www.paulgraham.com/ds.html Wispr Flow: https://wisprflow.ai/ TripAdvisor: https://www.tripadvisor.com/ KPMG on Japan's Business Manage Visa Reforms: https://kpmg.com/xx/en/our-insights/gms-flash-alert/flash-alert-2025-195.html Business Traveller on the "Akiya" renovation trend: https://www.businesstraveller.com/insights/features/japan-akiya-boom-buying-abandoned-homes/ THR on the 2004 satirical film "A Day Without a Mexican": https://www.hollywoodreporter.com/news/general-news/a-day-without-a-mexican-20-years-later-1236293209/ Founder University x Japan: https://tokyo.founder.university/ JETRO: https://www.jetro.go.jp/en/ Antler in Japan: https://www.antler.co/location/japan Timestamps: 0:00 Founder U Japan Cohort 3: Coming in Jan 2027! 1:06 Introducing Akemi Tsunagawa, founder of Bespoke 3:08 Why investors passed in 2015 4:49 Selling Narita Airport on Bebot 6:29 The roots of Japan's tourism explosion 9:27 Odoo - The all-in-one business platform. Get started for free at https://Odoo.com/twist 14:17 Japan's population decline, by the numbers 20:06 Quo (formerly OpenPhone) - Quo gives you a clean, modern way to handle every customer call, text, and thread all in one place. Try it free at https://quo.com/TWiST 21:38 Training foreign workers via smart glasses 27:50 Northwest Registered Agent - Get more when you start your business with Northwest. In 10 clicks and 10 minutes, you can form your company and walk away with a real business identity — Learn more at https://northwestregisteredagent.com/twist 33:06 Moving into shipyard robotics, too? 37:44 Some customer development lessons 48:21 Plans for even more expansion 52:52 Q&A: How AI changed hiring 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 Check out all our partner offers: https://partners.launch.co/ 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

This Week In Startups is made possible by: YSecurity https://YSecurity.io/TWIST MongoDB https://MongoDB.com/ai Odoo https://Odoo.com/twist Today's show: AI models can solve PhD-level math equations and code an app in minutes… So why does everything they design look like identical slop? Thais Castello Branco, founder of Taste Labs, raised $18.5M in seed funding to teach frontier models about aesthetics and outputting quality content. She talks to Jason and Lon about why even frontier models regress to the mean on subjective tasks, how paid "TasteMakers" can improve output quality, and whether AI accelerates or destroys the half-life of "what's cool." PLUS Leopold Aschenbrenner's AI hedge fund liquidated its public stock portfolio, but it may be too soon to count this 25-year-old completely out. Google Earth adds AI generation and turns into a misinformation factory. LinkedIn and Substack join the AI slop crackdown. And why does every venture capitalist seem to have an opinion about the Ceuta border crisis? Guest Thais Castello Branco on X: https://x.com/thaiscbranco_ Taste Labs: https://tastelabs.com/ Amplify Partners: "Kill the Slop": https://www.amplifypartners.com/blog-posts/kill-the-slop-announcing-our-investment-in-taste Relevant Links Leopold Aschenbrenner's essay "Situational Awareness": https://situational-awareness.ai/ CNBC on SA fund collapse: https://www.cnbc.com/2026/07/31/leopold-aschenbrenner-situational-awareness-fund-fire-sale.html Henk van Ess thread on Google Earth + Nano Banana: https://x.com/henkvaness/status/2082912544394498228 Substack CEO Chris Best: "Against Claudefishing": https://post.substack.com/p/against-claudefishing NPR on the Ceuta crisis: https://www.npr.org/2026/07/31/g-s1-136507/morocco-spain-migration Ethan Goodhart's self-driving golf cart post: https://x.com/EthanGoodhart/status/2082136189998682598?s=20 "Wind" app on TestFlight: https://testflight.apple.com/join/zZqmhhwf TechCrunch: "Gritt exits stealth": https://techcrunch.com/2026/07/21/gritt-exits-stealth-with-34-million-for-robots-to-build-solar-plants-then-everything-else/ CA Gov: Project Nexus solar-covered canal announcement: https://www.gov.ca.gov/2026/04/29/governor-newsom-announces-the-completion-of-first-of-its-kind-solar-covered-canal-in-the-central-valley-piloting-a-new-way-to-save-water-and-reduce-costs/ Molly Wood's "Everybody in the Pool" podcast: https://www.everybodyinthepool.com/ Timestamps: 0:00 Coming up on today's show… 1:23 Thais Castello Branco on teaching models to have good taste 10:45 YSecurity - The on-demand security team for startups. Need enterprise-grade security without hiring a $400k CISO? YSecurity gives you 40+ expert engineers, matched to exactly what you need, by the hour, with your first six hours completely free. Go to https://YSecurity.io/TWIST 15:19 The "TasteMaker" community of paid human curators 20:37 MongoDB - AI-assisted and agentic coding is helping you build faster than ever. Start building at https://MongoDB.com/ai 24:40 Jason's personal "cool hunter" prompt 30:16 Odoo - The all-in-one business platform. Get started for free at https://Odoo.com/twist 37:36 Situation Awareness lacked situational awareness 46:59 Claude models hacked three external organizations 50:54 Google Earth adds Nano Banana for some reason 54:24 The AI Slop crackdown spreads 57:54 Too many opinions about the Ceuta migrant crisis 1:04:05 Self-driving golf carts and also cars 1:09:53 Robot arms are installing solar panels 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 Check out all our partner offers: https://partners.launch.co/ 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

This Week In Startups is made possible by: Northwest Registered Agent- NorthwestRegisteredAgent.com/twist Odoo - Odoo.com/twist MongoDB - MongoDB.com/ai Today's show: The FCC's decision to ban Chinese humanoid robots over security concerns is a boon to American startups, which now face a narrower competitive market. But where should we draw the line on security over competition? Menlo Ventures' Deedy Das, Weisburd Pierce's David Weisburd, Plexo Capital's Lo Toney, and LAUNCH's Jason Calcanis broke down how they differentiate between legitimate security concerns and purported regulatory capture. Today's venture capital roundtable also dug into OpenRouter's possible sale to Stripe, changing tokenomics, the Indian market for startups, and even DoorDash's drone-delivery business taking flight. Guest Links: Deedy Das https://x.com/deedydas Menloe Ventures https://menlovc.com/ Lo Toney https://x.com/lo_toney Plexo Capital https://www.plexocap.com/ David Weisburd https://x.com/DWeisburd Weisburd Pierce https://www.weisburdpierce.com/ Jason Calcanis https://x.com/Jason LAUNCH https://launch.co/ Show Links: The FCC's decision regarding Chinese robots https://www.fcc.gov/document/fcc-adds-foreign-produced-power-inverters-and-robots-covered-list-0 Pacing the Frontier letter https://www.pacingthefrontier.com/ Cursor Start https://cursor.com/blog/cursor-start-india Stripe may buy OpenRouter https://www.axios.com/2026/07/24/stripe-openrouter-merger-ai-currency OpenRouter financials https://www.theinformation.com/articles/openrouter-financials-suggest-steep-price-possible-acquirer-stripe?rc=g3wfdp Kimi K3 license https://huggingface.co/moonshotai/Kimi-K3/blob/main/LICENSE Pangram https://www.pangram.com/ Tau Robotics https://www.tau-robotics.com/ Zipline https://www.zipline.com/ Manna https://www.manna.aero/ Kindred Ventures https://kindredventures.com/ Autolane https://goautolane.com/ Salmon Labs https://salmonrun.ai/ Timestamps: 0:00 The FCC bans Chinese humanoid robots 2:18 Waymo, Uber, Robotaxi, and the global BYD threat 10:30 MongoDB - AI-assisted and agentic coding is helping you build faster than ever. Start building at https://MongoDB.com/ai 15:45 The "Pacing The Frontier" letter (1,100+ AI staffers warn on RSI) 19:51 Odoo - The all-in-one business platform. Get started for free at https://Odoo.com/twist 21:07 Regulatory capture vs. genuine concern 30:09 Northwest Registered Agent - Get more when you start your business with Northwest. In 10 clicks and 10 minutes, you can form your company and walk away with a real business identity — Learn more at https://northwestregisteredagent.com/twist 37:57 Have we reached AGI? 38:35 Stripe eyes OpenRouter at $10B 39:19 Does OpenRouter have a moat? 47:13 Kimi K3's license and neocloud margins 49:34 Claude Tag and the future of AI-mediated workplaces 53:26 Cursor Start, ChatGPT Go, and the India market 1:02:03 Have we solved AI detection? 1:11:20 Tau Robotics $30/hour robotic housecleaning 1:12:49 Job loss, and the social safety net 1:18:25 DoorDash Air takes on Zipline, Manna 1:21:00 Portfolio shout-outs 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 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

This Week In Startups is made possible by: Every.io https://every.io MongoDB https://MongoDB.com/ai Agree https://agree.com Today's show: *Most lab-grown meat companies have already gone under. It's expensive to produce, and there's little demand from real-world consumers. But Tokyo's IntegriCulture is still standing after selling their proprietary serum to cosmetics companies. On Episode 3 of TWiST from Tokyo, Jason sits down with Dr. Yuki Hanyu, an Oxford-trained chemist who started a DIY meat movement out of a comic convention and turned it into Japan's first cell-cultured protein company. PLUS why the cultivated meat market stalled out, why producing a "slurry of cells" is more efficient than jumping right to muscle tissue, the regulatory framework in Japan vs. the US, and… is it fair to call this "meat"? Or is it something else entirely? Guest Yuki Hanyu on LinkedIn: https://www.linkedin.com/in/yuki-hanyu-b860bb34/ IntegriCulture: https://integriculture.com/en/ Relevant Links: AG Funder News: "IntegriCulture turns a profit": https://agfundernews.com/cell-ag-picks-shovels-pioneer-integriculture-turns-a-profit-but-cautions-that-as-long-as-cell-ag-remains-so-capital-intensive-it-will-be-difficult-to-take-off Vegconominst: Cultivated duck liver coverage: https://vegconomist.com/cultivated-cell-cultured-biotechnology/cultivated-meat/japans-integriculture-products-cultivated-duck-liver/ Cellament skin care ingredient: https://www.cellament.jp/cellament-en?lang=en Medium: Shojinmeat Project: https://medium.com/shojin-meat Cellular Agriculture Institute of the Commons (CAIC): https://cellagri.org/en/about-us Japan Association for Cellular Agriculture (JACA): https://jaca.jp/en/ Upside Foods: https://upsidefoods.com/ Vow: https://www.eatvow.com/ Impossible Foods: https://impossiblefoods.com/ Fast Company: "Inside the stunning collapse of Believer Meats": https://www.fastcompany.com/91462102/believer-meats-stunning-collapse-600-million-cooling-cultured-meat-industry AG Funder News: "FDA clears Wildtype's cell-cultivated salmon": https://agfundernews.com/fda-clears-wildtypes-cell-cultivated-salmon-for-us-debut Food Navigator: Parima gets green light for cultivated duck: https://www.foodnavigator.com/Article/2026/04/15/parima-gets-regulatory-approval-for-cultivated-foie-gras/ Protein Production: "Japan publishes first draft safety guidelines for cultivated meat…": https://www.proteinproductiontechnology.com/post/japan-publishes-first-draft-safety-guidelines-for-cultivated-meat-as-regulatory-debate-advances Stateline: "Texas bans lab-grown meat": https://stateline.org/2025/06/30/texas-becomes-seventh-state-to-ban-lab-grown-meat/ TODAY: "Japan's Coca-Cola Plus has an unexpected ingredient": https://www.today.com/food/japan-s-coca-cola-plus-has-unexpected-ingredient-t121047 Timestamps: 0:00 Why founders should visit Japan 1:48 Intro of cultivated meat pioneer, Dr. Yuki Hanyu 3:19 Why don't consumers want lab-grown meat? 10:05 Every.io - For all of your incorporation, banking, payroll, benefits, accounting, taxes or other back-office administration needs, visit https://every.io 10:26 DIY meat manuals at comic conventions 15:37 Flavors that don't exist in nature 19:35 The Wagyu Hot Dog 21:38 MongoDB - AI-assisted and agentic coding is helping you build faster than ever. Start building at https://MongoDB.com/ai 24:23 Why chicken nuggets are the hardest problem 28:28 Beachhead markets, waypoints, and surviving early 30:25 Agree.com - Stop chasing invoices and automate your entire contract-to-cash stack. Go to https://agree.com and tell them Jason sent you to get 50% off for life! 35:57 Q&A: Commercializing an open source project 37:56 Q&A: Growing protein in space 40:07 Should this be called "meat"? 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 Check out all our partner offers: https://partners.launch.co/ 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

This Week In Startups is made possible by: PayPal Open https://paypalopen.com DigitalOcean https://do.co/twist Rippling https://Rippling.ai/twist Today's show: *For three decades now, we've been told that breakthroughs in quantum computing are right around the corner. So why hasn't anything materialized? On TWiST in Tokyo, Jason sits down with Yaqumo CEO Kazuhiro Nakashoji and discusses what needed to change (like better algorithms and hardware), and why we may finally be nearing quantum's big moment. Find out why quantum machines are so error-prone, explore the unusual international quantum supply chain, and get a heads-up about the cryptography reckoning coming for your Bitcoin. Guest Kazuhiro Nakashoji on X: https://x.com/KNakashoji Yaqumo Inc.: https://yaqumo.com/en/ Relevant Links JETRO (Japan External Trade Organization): https://www.jetro.go.jp/en/ Institute for Molecular Science: https://www.ims.ac.jp/en/ Quantum Insider: Yaqumo Quantum Photonics Agreement: https://thequantuminsider.com/2026/06/04/yaqumo-nkt-photonics-and-hamamatsu-photonics-sign-quantum-photonics-agreement/ Quantonation investment announcement: https://quantumcomputingreport.com/quantonation-selects-neutral-atom-hardware-developer-yaqumo-for-first-japanese-investment/ NIST: What is Post-Quantum Cryptography? https://www.nist.gov/cybersecurity-and-privacy/what-post-quantum-cryptography Timestamps: 0:00 Intro / Founder University Tokyo 2:20 Guest intro: Kazu of Yakumo 3:20 What is a qubit? 8:34 Why quantum computers are so fragile 8:45 PayPal - Built for payments, growth, and agentic. Paypal Open, built for all business. Visit https://paypalopen.com to get started 13:36 Spinning IP out of the university lab 18:42 DigitalOcean - Head to https://do.co/twist to start building on DigitalOcean's AI-Native Cloud today — and cut your AI workload costs by up to 50%. 28:01 Building the "Toyota of Quantum" 29:38 Rippling - Thanks to our partners at Rippling! Head to https://Rippling.ai/twist and get the only AI built to give you full visibility across your startup and take complex actions across your entire business. 31:25 AI for quantum, and quantum for AI 38:35 Harvest Now, Decrypt Later 41:41 Q&A: Yaqumo's business model 43:22 Q&A: Yaqumo's business model 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 Check out all our partner offers: https://partners.launch.co/ 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

This Week In Startups is made possible by: Sentry https://sentry.io/twist Agree https://agree.com Northwest Registered Agent https://northwestregisteredagent.com/twist Today's show: French ex-martial artist Bilal Kharouni is building his longevity startup from Okinawa, one of the world's "blue zones." (These are regions with the most people living long, healthy lives.) In this TWiST taping from Founder University in Tokyo, Jason investigates why a $200K raise in Japan can out-build a $2M raise in San Francisco, and why the best moat for biological AI isn't the model; it's the data no one else has. Plus a tactical and practical discussion of product market fit, why Ekei killed a growing side business to maintain focus, Japan's fast-track for regenerative medicine, and hitting the upper limits for consumer longevity gadgets. Plus a live Q&A with Founder U attendees. Guest Bilal Kharouni on LinkedIn: https://www.linkedin.com/in/bilal-kharouni/ Ekei Labs: https://www.ekeilabs.com/ Relevant Links Okinawa Institute of Science and Tech (OIST): ****https://www.oist.jp/ Life Biosciences: https://www.lifebiosciences.com/ NewLimit: https://www.newlimit.com/ Centivax: https://www.centivax.com/ Medical Daily: "First Human Trial to Reverse Aging Gets FDA Clearance": https://www.medicaldaily.com/first-human-trial-reverse-aging-just-got-fda-clearance-what-epigenetic-reprogramming-actually-476076 Tim Friede snake venom article from Science: https://www.science.org/content/article/he-injected-himself-venom-decades-can-his-antibodies-help-snakebite-victims Micro1: https://www.micro1.ai/ Whoop: https://www.whoop.com/ Station F Paris startup campus: https://stationf.co/ Japan Times: "PM Takaichi sleeps only 2-4 hours a night": https://www.japantimes.co.jp/news/2025/11/14/japan/politics/takaichi-sleep-overwork/ FDLI: "Japan's Regenerative Medicine Regulatory Pathways": https://www.fdli.org/2019/02/global-focus-japans-regenerative-medicine-regulatory-pathways-encouraging-innovation-and-patient-access/ FDA: "Right to Try": https://www.fda.gov/patients/learn-about-expanded-access-and-other-treatment-options/right-try STAT News: "Are Blue Zones Real?": https://www.statnews.com/2026/05/04/are-blue-zones-real-new-scrutiny-longevity-hot-spots/ Timestamps: 0:00 Founder University is back in Japan! 4:05 What Ekei Labs does 5:13 Why Japan is a longevity hub 8:52 The AI biological moat 10:05 Sentry - Your team should be focused on shipping features — not chasing down bugs. New users can get $240 in free credits when they go to https://sentry.io/twist and use the code TWIST 15:58 Right to try and the ethics of experimental therapies 22:30 Agree.com - Stop chasing invoices and automate your entire contract-to-cash stack. Go to https://agree.com and tell them Jason sent you to get 50% off for life! 24:49 Japan's fast-track regenerative medicine law 26:03 Raising in Japan vs. the US 31:32 Northwest Registered Agent - Get more when you start your business with Northwest. In 10 clicks and 10 minutes, you can form your company and walk away with a real business identity — Learn more at https://northwestregisteredagent.com/twist 40:44 Why Ekei killed a profitable service to focus 47:11 Have Blue Zones been debunked? 48:56 How socialization may extend lifespan 51:07 Founder Q&A: Booked vs. forecast revenue 55:42 Amazon's "bar raiser" framework 1:03:31 Social robots and loneliness 1:04:29 Jason on health and hustle culture 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 Check out all our partner offers: https://partners.launch.co/ 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

This Week In Startups is made possible by: Vanta https://www.vanta.com/twist Superhuman https://superhuman.com YSecurity https://YSecurity.io/TWIST Today's show: *Cybersecurity has long focused on cleaning up a system AFTER a breach but Ent founder Brandon Dixon says that's backwards. He just raised a $100M seed round to put an AI agent on everyone's company laptops that catches the risky clicks, leaked files, or rogue agents BEFORE they wreck havoc. PLUS Clawra creator David Im return swith his new project, Sume's Avatar, a multi-model orchestration layer that generates 60-second UGC videos from a single prompt… and gets it right on the first try, rather than falling back on trial and error. Guests: Brandon Dixon on LinkedIn: https://www.linkedin.com/in/brandonsdixon/ Ent: ****https://ent.ai/ David Im on X: https://x.com/davidim Sume: https://www.sume.com/ Relevant Links: WSJ: "Cyber Security Startup Ent Raises $100 Million in Seed Funding": https://www.wsj.com/pro/cybersecurity/cyber-startup-ent-raises-100-million-in-seed-funding-a3e9b6c6 Microsoft Security Copilot: https://www.microsoft.com/en-us/security/business/ai-machine-learning/microsoft-security-copilot Engadget: "Meta 'pausing' employee tracking program…": https://www.engadget.com/2199458/meta-is-pausing-employee-tracking-program-after-it-let-the-whole-company-see-sensitive-data/ Seedance 2.0: https://seedance2.ai/ Timestamps: 0:00 Intro: Why AI + cybersecurity is the hot combo right now 2:29 How INT stops breaches before they happen 4:56 AI is giving non-technical employees dangerous new powers 10:26 Vanta - Compliance and security shouldn't be a deal-breaker for startups to win new business. Vanta makes it easy for companies to get a SOC 2 report fast. Get $1,000 off for a limited time at https://www.vanta.com/twist 13:54 Why on-device AI beats cloud-based security 20:08 Superhuman - Get AI that works where you work. Unlock your Superhuman potential at https://superhuman.com 25:18 INT's business model and go-to-market 30:26 YSecurity - The on-demand security team for startups. Need enterprise-grade security without hiring a $400k CISO? YSecurity gives you 40+ expert engineers, matched to exactly what you need, by the hour, with your first six hours completely free. Go to https://YSecurity.io/TWIST 34:18 David M. of Sumi Labs: one-shotting AI video 36:10 Live demo: Sumi's video orchestration API 40:05 Consistent faces, 60-second videos, and who's buying 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 Check out all our partner offers: https://partners.launch.co/ 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

The dawn of surgery bots + buy a home for $250 (w/ Andromeda & Mogul) | E2313 This Week In Startups is made possible by: Northwest Registered Agent https://northwestregisteredagent.com/twist CLA https://claconnect.com/withyou MongoDB https://MongoDB.com/ai Today's show: *Andromeda Surgical is building the autonomy layer that could one day allow robots to perform surgery. Rather than building their own intricate, complex hardware, Andromeda uses off-the-shelf arms from a German manufacturer, and focuses on the software that will allow doctors to operate it from an iPad. Plus Mogul co-founder and CEO Alex Blackwood shows Jason how his platform lets anyone buy fractional shares of rental homes for as little as $250, earning monthly dividends, appreciation, and tax benefits without the headache of being someone's landlord. It's a founder double feature on a brand new TWiST. Guests: Nick Damiano on X: https://x.com/nickdamian0 Andromeda Surgical: https://www.andromedasurgical.com/ Alex Blackwood on X: https://x.com/blackwoodtweets Mogul: https://www.mogul.club/ Relevant Links: KUKA: https://www.kuka.com/ Intuitive Surgical (and Da Vinci 5): https://www.intuitive.com/en-us Neuralink: https://neuralink.com/ Padsplit: https://www.padsplit.com/ AngelList: https://www.angellist.com/ The Syndicate: https://thesyndicate.com/ Timestamps: 0:00 The iPad controlled surgery bot 5:46 Building "Google Maps for the body" 10:10 Northwest Registered Agent - Get more when you start your business with Northwest. In 10 clicks and 10 minutes, you can form your company and walk away with a real business identity — Learn more at https://northwestregisteredagent.com/twist 14:28 What is a "sous surgeon" 20:46 CLA - Innovation takes balance. CLA's CPAs, consultants, and wealth advisors can help you get from startup to where you want to end up. Get started now at https://www.claconnect.com/withyou 24:30 The Neuralink connection 29:40 Understanding Mogul's business model 31:01 MongoDB - AI-assisted and agentic coding is helping you build faster than ever. Start building at https://MongoDB.com/ai 33:32 So who manages the homes? 36:50 Dividends vs. Appreciation 44:57 How Mogul picks markets 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 Check out all our partner offers: https://partners.launch.co/ 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

This Week In Startups is made possible by: MongoDB - MongoDB.com/ai Rippling - Rippling.ai/twist Agree.com - agree.com Today's show: Hustle Fund's Eric Bahn and Chapter One's Jeff Morris Jr. join our venture capital roundtable directly following the news breaking that Stripe wants to buy PayPal. The possible transaction highlights how little interest today's leading startups have in going public any time soon. With host Alex Wilhelm, Bahn and Morris dug into when startups should burn the boats à la Fin, physical AI as the next frontier, the power of Silicon Valley groupthink, and how startups are approaching the first days of widespread, company-specific AI evals! Guest links: Eric Bahn https://x.com/ericbahn Hustle Fund https://www.hustlefund.vc Jeff Morris Jr. https://x.com/jmj Chapter One https://chapterone.com Show links: Stripe wants to buy PayPal https://www.reuters.com/business/finance/stripe-advent-offer-buy-paypal-more-than-53-billion-sources-say-2026-07-15/ Flex https://www.flex.one/ Webflow https://webflow.com/ Oak https://www.oak.id/ Fin selling to Salesforce https://www.salesforce.com/news/press-releases/2026/06/15/salesforce-signs-definitive-agreement-to-acquire-fin/ Erebor https://erebor.bank/ "Competition is for losers" https://www.wsj.com/articles/peter-thiel-competition-is-for-losers-1410535536 Chapter One piece on the value of software https://jamesin.substack.com/p/some-areas-weve-been-investing-in Timestamps: 0:00 Eric Bahn (Hustle Fund) & Jeff Morris Jr. (Chapter One) join the show! 1:35 Stripe's reported $53B offer for PayPal 6:29 Why founders don't want to go public 10:08 Agree.com - Stop chasing invoices and automate your entire contract-to-cash stack. Go to https://agree.com and tell them Jason sent you to get 50% off for life! 15:16 When is it time to burn the boats? 20:12 MongoDB - AI-assisted and agentic coding is helping you build faster than ever. Start building at https://MongoDB.com/ai 21:16 Does VC need an AI revolution? 30:50 Rippling - Thanks to our partners at Rippling! Head to https://Rippling.ai/twist and get the only AI built to give you full visibility across your startup and take complex actions across your entire business. 32:36 Custom evals, open source models, and avoiding vendor lock-in 36:37 Physical AI and robotics as the next frontier 37:42 Oak's $60M seed and startup clusters chasing agent infrastructure 40:43 Escaping the Silicon Valley "think tank" 48:28 Consumer AI's missing wave 1:00:18 AI regulation and how to get it right 1:12:01 Where to find our guests and wrap-up! 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

This Week In Startups is made possible by: Quo https://quo.com/TWiST PayPal Open https://paypalopen.com Northwest Registered Agent https://northwestregisteredagent.com/twist Today's show: *Jason spent $11 building out PodMeme, an AI tool that tracks down the best segments from top podcasts about a specific topic, then stitches them together into a single stream. His post laying out how he did it, featuring a simple screenshot of the product, got all the way to 1.1M views in just a few days. It's a simple fact: builders love to see what other people are building, and growing your new project "in public," sharing your journey on social media, is a great way to develop buzz around your product before it even exists. Today's guest Thibault "Tibo" Louis-Lucas walks us through how he grew products like Tweet Hunter and Taplio on his social media account, using social media buzz and a focus on tools for creators to very quickly expand to over $1M ARR. PLUS why Apple would only sue OpenAI if they knew they had them dead to rights… why Uber and Waymo are fighting over DC robotaxis… Jason's response to the public backlash against surveillance startup Flock Safety… and the guys remember iconic New Zealand actor Sam Neill. Guest: Tibo Louis-Lucas on X: https://x.com/tibo_maker Revid.ai: https://www.revid.ai/ Tweet Hunter: https://tweethunter.io/ Taplio: https://taplio.com/ Relevant Links: Lemlist: https://www.lemlist.com/ GRIN influencer marketing: https://grin.co/ TechCrunch: "Apple Sues OpenAI": https://techcrunch.com/2026/07/10/apple-sues-openai-over-alleged-trade-secret-theft/ We Must Act Now statement: https://www.wemustactnow.ai/ TechCrunch: "Uber's Robotaxi Lobbying Effort": https://techcrunch.com/2026/07/13/ubers-robotaxi-lobbying-effort-has-put-it-on-a-collision-course-with-waymo/ DC Autonomous Vehicle Deployment Authorization Amendment of 2026: https://www.billtrack50.com/billdetail/2003462 DoorDash: Meet Dot: https://about.doordash.com/en-us/dot Flock Safety: https://www.flocksafety.com/ DeFlock: https://deflock.org/ Gigazine: Flock accuses Deflock of being a "terrorist org": https://gigazine.net/gsc_news/en/20260209-flock-ceo-deflock/#gsc.tab=0 Unifi AI Security Systems: https://ui.com/physical-security Jason's PodMeme post: https://x.com/Jason/status/2076231055443440105 Jason responds to Justine Bateman: https://x.com/Jason/status/2076326740050206959 NYT Sam Neill obituary: https://www.nytimes.com/2026/07/13/movies/sam-neill-dead.html "Possession" trailer: https://www.youtube.com/watch?v=aLXW-oVbTxE FanEdit: https://fanedit.org/forums/news-publisher/ "Manhunter" trailer: https://www.youtube.com/watch?v=cLqHlg2fAnE HBO "The Man Will Burn" trailer: https://www.youtube.com/watch?v=kRhUYPtp6Ao Timestamps: 0:00 There's no air conditioning in Paris 7:27 Tibo Maker's "ship 1 product a week" challenge 9:24 The power of building products in public 10:59 Quo (formerly OpenPhone) - Quo gives you a clean, modern way to handle every customer call, text, and thread all in one place. Try it free at https://quo.com/TWiST 12:04 Excitement for JCal's "PodMeme" set-up 15:40 Compounding an audience and enlisting influencers 19:13 Your follower count is not important any more 20:59 PayPal - Built for payments, growth, and agentic. Paypal Open, built for all business. Visit https://paypalopen.com to get started 22:28 How Tibo got banned on LinkedIn twice 28:48 Apple sues OpenAI 30:59 Northwest Registered Agent - Get more when you start your business with Northwest. In 10 clicks and 10 minutes, you can form your company and walk away with a real business identity — Learn more at https://northwestregisteredagent.com/twist 38:44 How OpenAI should have handled the New York Times 45:10 DC's new robotaxi bill 52:06 Managing the AV and delivery-bot transition 53:23 Economists warn of AI job displacement 1:07:00 How Jason would fix Flock's messaging 1:17:26 Remembering Sam Neill 1:23:05 Lon's Dream AI edit 1:26:35 HBO's Burning Man docuseries 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 Check out all our partner offers: https://partners.launch.co/ 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

This Week In Startups is made possible by: NetSuite https://NetSuite.ai/TWIST Squarespace https://squarespace.com/twist YSecurity https://YSecurity.io/TWIST Today's show: *America posted 400,000 farm jobs last year, and fewer than 1% got a single domestic applicant. Danny Bernstein of Reservoir believes it's time to start automating this backbreaking labor, like picking stone fruit in 110°F temperatures. So he built the world's first on-farm robotics incubator on 40 acres of California farmland. Here's why he argues that automating farms isn't just a new opportunity, it's a national security issue. PLUS Jason responded to Gal Shir's viral "AI beat me at design" tweet, got into a kerfuffle with Figma CEO Dylan Field, and wound up making a brand new J-Trade. AND we're talking about the Dept. of Education's new "do no harm" policy, the Brown University AI cheating chart that's blowing up social media, and Lon has fresh streaming recommendations in an all-new Off Duty. Guest: Danny Bernstein on X: https://x.com/bernsteind Reservoir Farms: https://reservoir.co/ Reservoir VC: https://reservoir.vc/ Relevant Links: Bonsai Robotics: https://bonsairobotics.ai/ Root AI acquired by AppHarvest: https://www.therobotreport.com/root-ai-acquired-by-appharvest-for-60m/ John Deere: https://www.deere.com/en-us/ Western Growers Association: https://www.wga.com/ Tanimura & Antle: https://www.taproduce.com/ Naturipe Berry Growers: https://www.naturipefarms.com/ Driscoll's: https://www.driscolls.com/ Taylor Farms: https://www.taylorfarms.com/ The Wonderful Company: https://www.wonderful.com/ Capital Factory: https://www.capitalfactory.com/ Gal Shir "quitting design" post: https://x.com/galshirart/status/2074854464729629060 Dylan Field response to Gal Shir: https://x.com/zoink/status/2075290218660298807 JCal response to Field and "J-Trade": https://x.com/Jason/status/2075481565115654305 Figma: https://www.figma.com/ Dept. of Education: "Do No Harm" policy announcement: https://www.ed.gov/about/news/press-release/us-department-of-education-issues-final-rule-hold-all-colleges-and-universities-accountable-low-earning-programs NPR coverage on Dept. of Education earnings test: https://www.npr.org/2026/06/30/nx-s1-5835631/turner-camhi-do-no-harm-college-loans Paul Graham "cheating chart" post: https://x.com/paulg/status/2075031014628311236 Off Duty Recommendations: "Lioness" on Paramount+: https://www.youtube.com/watch?v=jNRQ0PR4a8U "Mayor of Kingstown" on Paramount+: https://www.youtube.com/watch?v=VkQzvwxOp0s "Human Vapor" on Netflix: https://www.youtube.com/watch?v=7xe6dRKVAb8 "Sugar" on Apple TV+: https://www.youtube.com/watch?v=twvPGxuEOEA "Wind River" (now on Netflix): https://www.youtube.com/watch?v=CZgN0dpFoaE "Not Fade Away" by Peter Barton & Laurence Shames: https://www.amazon.com/Not-Fade-Away-Short-Lived/dp/1579546889 Timestamps: 0:00 Jason's ongoing World Tour 1:43 Danny Bernstein joins live from Reservoir Farms 3:38 What is "specialty crop agriculture" 5:15 Why strawberries are the "white whale" of AgTech 6:55 The labor crisis in farming 9:20 Why AgTech never scaled 9:51 NetSuite - For the first time, you can try NetSuite Next for free. If your revenues are at least in the seven figures, go to https://NetSuite.ai/TWIST 10:51 Inside Reservoir's business model 17:44 Agriculture as national security 20:09 Squarespace - Turn your idea into a beautiful website! Go to https://www.squarespace.com/twist for a free trial. When you're ready to launch, use offer code TWIST to save 10% off your first purchase of a website or domain. 22:15 Did AI beat a designer at design? 30:56 YSecurity - The on-demand security team for startups. Need enterprise-grade security without hiring a $400k CISO? YSecurity gives you 40+ expert engineers, matched to exactly what you need, by the hour, with your first six hours completely free. Go to https://YSecurity.io/TWIST 37:23 The "do no harm" college earnings test 43:27 Brown University students cheated on their midterms 52:22 Lon's streaming recommendations 59:46 Jason's new snake grabber 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 Check out all our partner offers: https://partners.launch.co/ 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

This Week In Startups is made possible by: Digital Ocean - do.co/twist Agree.com - agree.com Every.io - every.io. Today's show: How many startups matter in tech? Fewer than you think. That's why venture capitalists are tripping over themselves to get onto their cap tables, no matter the cost. Why? Footwork's Nikhil Basu Trivedi argues that the Valley has never been more "power-law-pilled" than it is today. Basu Trivedi joined Cendana Capital's Michael Kim and TWiST's Alex Wilhelm to go deep on secondary markets, the state of startup M&A, why the SaaSpocalypse may be temporary, and what could trigger a retrenchment of the AI trade. It's Wednesday, so it's time for our venture capital roundtable to go deep on how VCs are investing today, and where on the horizon they have their eyes fixed! Guest links: Nikhil Basu Trivedi https://x.com/nbt Footwork https://www.footwork.vc/ Michael Kim https://x.com/MKRocks Cendana Capital https://www.cendanacapital.com/ Show links: The USVC-Anduril blowup https://x.com/ankurnagpal/status/2072701195714531398 Kline Hill Cendana Partners https://www.secondariesinvestor.com/kline-hill-and-cendana-raise-400m-for-second-vc-secondaries-fund/ GPTZero's exit https://gptzero.me/news/preserving-whats-human/ Salesforce buys Fin https://www.salesforce.com/news/press-releases/2026/06/15/salesforce-signs-definitive-agreement-to-acquire-fin/ Vercel buys Better Auth https://vercel.com/blog/vercel-acquires-better-auth Figma buys Bud https://techcrunch.com/2026/07/07/figma-acquires-team-behind-a-vibe-coding-app/ Protoge https://withprotege.ai/ Windborne https://windbornesystems.com/ Etched https://www.etched.com/ Lovable's reported raise https://sifted.eu/articles/lovable-300m-13-2bn-valuation Josh Browder https://x.com/Joshuabrowder Timestamps: 0:00 Introduction: Nikhil Basu Trivedi (Footwork) & Michael Kim (Cendana Capital) 1:59 The Anduril vs. USVC secondary market blowup 4:08 Why Silicon Valley is 'power-law-pilled' 8:23 Plaud: If your work depends on conversations — interviews, meetings, calls — you need a Plaud NotePin. You can check it out at https://Plaud.ai/twist and use code TWIST for 10% off! 9:37 Information asymmetry in the secondary markets 9:45 Every.io — For all of your incorporation, banking, payroll, benefits, accounting, taxes or other back-office administration needs, visit https://every.io 15:02 Is SPV fraud smoke or fire? 16:32 Superhuman acquires GPTZero 19:54 Agree.com - Stop chasing invoices and automate your entire contract-to-cash stack. Go to https://agree.com and tell them Jason sent you to get 50% off for life! 21:10 The M&A wave 27:19 The SaaSpocalypse debate 29:59 DigitalOcean - Head to https://do.co/twist to start building on DigitalOcean's AI-Native Cloud today — and cut your AI workload costs by up to 50%. 30:44 Data's moment in the energy → compute → data loop 35:01 Where will AI value accrue? 40:04 What could cause an AI correction? 42:17 Why some companies are "too big to miss" 46:23 China's possible open-weight model ban 53:28 Young founders: Etched, Thiel Fellows, Z Fellows, Neo 55:33 Portfolio spotlight: WindBorne's weather balloons and data moat 58:47 Michael's favorite fund manager: Josh Browder 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 Check out all our partner offers: https://partners.launch.co/ 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

This Week In Startups is made possible by: Northwest Registered Agent https://northwestregisteredagent.com/twist Vanta https://www.vanta.com/twist Sentry https://sentry.io/twist Today's show: *There are $100 trillion in global assets sitting on top of what Hanover Park co-founder/CEO Chris Hladczuk calls "human duct tape": armies of accountants in offices patching together work from various legacy tools (QuickBooks, Excel) that are holding funds' own data hostage. Can all of this be replaced with AI? Find out how their startup went from overseeing $1B to $20B in assets in just 15 months. PLUS, we flash back to March 2020, when Jason and Figma co-founder/CEO Dylan Field broke down the design tool's initial go-to-market strategy, made some WILDLY inaccurate COVID predictions, and considered anxiety about "SaaS burnout" years before the category went full apocalyptic. Guests: Chris Hladczuk on X: https://x.com/chrishlad Hanover Park: https://www.hanoverpark.com/ Dylan Field: https://x.com/zoink Figma: https://www.figma.com/ Relevant Links: Turner Novak on X: https://x.com/TurnerNovak Banana Capital: https://www.bananacapital.vc/ Emergence Capital: https://www.emcap.com/ Lux Capital: https://www.luxcapital.com/ Susa Ventures: https://susaventures.com/ Bill.com: https://www.bill.com/ METR: https://metr.org/ Granola AI note taker: https://www.granola.ai/ Vanta: https://www.vanta.com/ Foo Camp on YouTube: https://www.youtube.com/c/foocamp TechCrunch Mahalo coverage: https://techcrunch.com/2014/01/27/inside-mobile-news-launch/ Timestamps: 0:00 Hanover Park & the fund admin problem 3:32 Why funds outsource instead of building 5:44 Why fund accounting is so complex 10:38 The "one-click migration" goal 10:48 Northwest Registered Agent - Get more when you start your business with Northwest. In 10 clicks and 10 minutes, you can form your company and walk away with a real business identity — Learn more at https://northwestregisteredagent.com/twist 13:51 Context vs. intelligence gaps 16:11 No PMs, No Designers 20:46 Vanta - Get $1000 off your SOC 2 at https://www.vanta.com/twist 23:18 This is a $100T opportunity 25:36 Flashback w/ Dylan Field of Figma 29:15 Sentry - Your team should be focused on shipping features — not chasing down bugs. New users can get $240 in free credits when they go to https://sentry.io/twist and use the code TWIST 31:22 Pre-AI enterprise security worries 36:30 SaaS overload and SaaS burnout 37:30 The evolution of Figma pricing 42:38 The rise and fall of Mahalo dot com 51:38 The work-from-home revolution begins 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: (0:00) PARTNER - AD BLURB (0:00) PARTNER - AD BLURB (0:00) PARTNER - AD BLURB Check out all our partner offers: https://partners.launch.co/ 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

This Week In Startups is made possible by: CLA - www.claconnect.com/withyou Northwest Registered Agent - www.northwestregisteredagent.com/twist Agree.com - www.agree.com Today's show: Forget the triple-triple-double-double-double; the new bar for startups hoping to raise venture capital has reached the stratosphere, though our venture panel is worried that startups are focusing too much on today's problems that may not become companies tomorrow. During a lively VC roundtable, Cowboy's Aileen Lee, Floodgate's Mike Maples, and Lerer Hippeau's Ben Lerer joined Alex to dig into exiting pre-AI startups, rising valuations, token spend, why they are keeping their funds small, and whether the government just tripped OpenAI and Anthropic! Guest Links: Aileen Lee https://x.com/aileenlee Cowboy VC https://cowboy.vc Mike Maples https://x.com/m2jr Floodgate https://www.floodgate.com Bene Lerer https://www.linkedin.com/in/benjlerer Lere Hippeau https://www.lererhippeau.com Timestamps: 0:00 Aileen Lee, Mike Maples, and Ben Lerer join the show 5:13 Venture liquidity returns: what SpaceX/Stripe distributions mean for LPs 9:13 Bending Spoons prices IPO at $29/share, roughly $18.4B valuation 10:31 Agree.com - Stop chasing invoices and automate your entire contract-to-cash stack. Go to https://agree.com and tell them Jason sent you to get 50% off for life! 12:09 "Companies get bought, not sold" — Ben on taking first offers seriously 17:41 Plaud: If your work depends on conversations — interviews, meetings, calls — you need a Plaud NotePin. You can check it out at https://Plaud.ai/twist and use code TWIST for 10% off! 19:34 Mutiny's burn-the-boats AI pivot with Jaleh Rezaei 20:19 Northwest Registered Agent - Get more when you start your business with Northwest. In 10 clicks and 10 minutes, you can form your company and walk away with a real business identity — Learn more at https://www.northwestregisteredagent.com/twist 22:15 Mike's KeepSafe story: the "rule of 70" and profit-first companies 25:12 The new growth bar: 5x, 4x replaces triple-triple-double-double 28:55 Fund size is your strategy: why Floodgate and Lerer Hippeau stay small 30:11 CLA - Innovation takes balance. CLA's CPAs, consultants, and wealth advisors can help you get from startup to where you want to end up. Get started now at https://www.claconnect.com/withyou 37:39 The $100M Series A: Starcloud, General Intuition, Scale Cognition, Scout AI 40:35 King-making rounds and why mega-seeds destroy optionality 54:11 Open-weight models: the GLM-5.2 moment and going model-agnostic 55:30 Why fine-tuning open models is a treadmill, with Cursor/Kimi as an example 1:03:28 Grading the Trump administration on Mythos and Fable 1:06:33 Rising anti-AI sentiment, the wealth gap, and lessons from social media 1:11:43 Raising kids in the post-intelligence era 1:12:35 Where to find the panel and what each firm is investing in 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 Check out all our partner offers: https://partners.launch.co/ 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

This Week In Startups is made possible by: Plaud https://Plaud.ai/twist Shopify https://shopify.com/twist LinkedIn Jobs https://LinkedIn.com/twist Northwest Registered Agent https://northwestregisteredagent.com/twist Today's show: *It's another All Star Summer, as we welcome back some of our favorite guests from throughout "This Week in Startups" history. Chamath Palihapitiya's development platform 8090 just raised $135 million, and he's using it to go after a $4 trillion market: the software maintenance, migration, and middleware spending that's currently "pure waste" for enterprises. Find out why the All-In Podcast bestie says every company should use AI to build custom software the way that Google, Facebook, and Meta already do, then go inside Software Factory, the "system on a chip" organizational model, and why Chamath believes AI will allow every human on Earth to start their own company. Guest: Chamath on X: https://x.com/chamath 8090: https://www.8090.ai/ Learn With Me on Substack: https://chamath.substack.com/p/learn-with-me Drink With Me: https://www.drinkwithme.com/age-verify.html All-In Podcast: https://allin.com/ Social Capital: https://www.socialcapital.com/ Relevant Links: 8090 Series A announcement: https://x.com/chamath/status/2071571183665881515 Salesforce Ventures: https://salesforceventures.com/ Craft Ventures: https://www.craftventures.com/ The Production Board: https://www.tpb.co/ WNDR: https://www.wndr.vc/ LAUNCH: https://www.launch.co Coatue Management: https://www.coatue.com/ Jack Dorsey: "From Hierarchy to Intelligence": https://block.xyz/inside/from-hierarchy-to-intelligence Thomas Keller's The French Laundry: https://thomaskeller.com/tfl/ Timestamps: 0:00 It's TWiST All-Star Summer! 1:22 Plaud: If your work depends on conversations — interviews, meetings, calls — you need a Plaud NotePin. You can check it out at https://Plaud.ai/twist and use code TWIST for 10% off! 3:21 Chamath's origin story 7:54 Tom Sawyer entrepreneurship 11:29 Shopify - Turn those What If's into sales with the ecommerce platform powering millions of businesses. Sign up for your $1-per-month trial today at https://shopify.com/twist 16:25 The $5 trillion software market 21:06 LinkedIn Jobs - Hire right, the first time. Post your first job and get $100 off towards your job post at https://LinkedIn.com/twist 25:00 Building "a co-founder for every human" 31:51 Northwest Registered Agent - Get more when you start your business with Northwest. In 10 clicks and 10 minutes, you can form your company and walk away with a real business identity — Learn more at https://northwestregisteredagent.com/twist 35:00 How product development lost its way 45:00 Regulated industries are the beachhead 50:00 Raising the $135M Series A 55:00 8090's "System on a Chip" model 1:04:44 What to tell your kids about AI 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 Check out all our partner offers: https://partners.launch.co/ 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

This Week In Startups is made possible by: Plaud - https://Plaud.ai/twistSentry - https://sentry.io/twistNorthwest Registered Agent-https://northwestregisteredagent.com/twistDigitalOcean - https://do.co/twist Today's show: F1 teams spend up to a third of their budgets on aerodynamics, often utilizing wind tunnels to simulate what happens on the track. But Lyall Davenport of SKN Systems created a sensor-embedded tape that sticks directly to race cars as they drive around the real world, generating 420M data points per hour. And it comes in at roughly 95% less cost than running a full simulator. Hear about how Lyall's background in racing helped him develop the concept, plans to expand from motorsports to drones and defense, and his experiences going through Jason's various programs. PLUS OpenAI's new models are so good, you can't use them. Why Apple's Vision Pro chief defected to OpenAI (and why their laptops and devices are getting more expensive). A look at the world's most annoying data center in Sterling, Virginia. And Jason remembers iconic and influential tech journalist Om Malik. Guest: Lyall Davenport: https://x.com/Lyalldavenport SKN Systems: https://www.skn.systems/ Timestamps: 0:00 How SKN uses tape to generate aerodynamic data 4:04 Plaud: If your work depends on conversations — interviews, meetings, calls — you need a Plaud NotePin. You can check it out at https://Plaud.ai/twist and use code TWIST for 10% off! 6:17 How SKN uses tape to generate aerodynamic data 9:55 Sentry - Your team should be focused on shipping features — not chasing down bugs. New users can get $240 in free credits when they go to https://sentry.io/twist and use the code TWIST 17:20 F1 teams are worth HOW MUCH? 19:42 Northwest Registered Agent: Get more when you start your business with Northwest. In 10 clicks and 10 minutes, you can form your company and walk away with a real business identity — Learn more at https://northwestregisteredagent.com/twist 20:35 Future markets beyond motorsports 30:03 DigitalOcean - Want to see what building on a true AI-native platform looks like? Head to https://do.co/twist to start building on DigitalOcean's AI-Native Cloud today — and cut your AI workload costs by up to 50%. 32:45 GPT-5.6 is banned for now 43:46 Vision Pro chief makes for the exit 51:24 Apple raises their prices 56:05 The data center you're allowed to hate 1:06:04 Zuck's new prediction market app 1:08:42 RIP Om Malik (1966-2026) 1:19:50 Streaming and camera recommendations 1:28:06 All about eFoiling 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 LinkedIn: ⁠https://www.linkedin.com/in/alexwilhelm Follow Jason: X: https://twitter.com/Jason LinkedIn: https://www.linkedin.com/in/jasoncalacanis Check out all our partner offers: https://partners.launch.co/ 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

This Week In Startups is made possible by: Deel - deel.com/twist Northwest Registered Agent - northwestregisteredagent.com/twist LinkedIn - linkedIn.com/twist Today's show: Jason sits down with Brynn Putnam, CEO and founder of Board, to learn more about her company's tabletop gaming console. The pair talks about how to raise capital for yet-to-launch hardware projects, the screen-time debate, and how Board is approaching building or buying IP for its family-friendly games. Next, Alex got Heremus's AJ Piplica on the horn to chat hypersonic, autonomous jets. The startup's technology bridges the gap between rockets and airplanes, and may represent the future of warfare, yes, but also fast freight! Guest Links: Brynn Putnam https://x.com/BrynnPutnam Board https://board.fun/ Board Series A announcement https://techcrunch.com/2026/06/02/board-the-new-game-startup-from-mirror-founder-brynn-putnam-raises-20m-has-already-sold-thousands/ Mirror https://www.lululemonstudio.com/ AJ Piplica https://x.com/AJ_Piplica Heremus https://www.hermeus.com/ Heremus Series C announcement https://www.prnewswire.com/news-releases/hermeus-reaches-1-billion-valuation-with-350-million-raise-to-build-todays-fastest-aircraft-for-the-american-warfighter-302735273.html Timestamps: 0:00 Board's Brynn Putnam joins the show 2:54 Board's proprietary AI software stack 6:43 Why Board manufactures in Mexico (not China) 9:21 LinkedIn: Thanks to our partners at LinkedIn! Post your job for free at https://linkedIn.com/twist then promote it to get access to LinkedIn Jobs' new AI assistant. 9:42 How to raise a Seed round for hardware without a finished product 15:26 Brynn's daughter and the mermaid example 17:09 Can Board limit screen time fears? 18:47 Northwest Registered Agent: Get more when you start your business with Northwest. In 10 clicks and 10 minutes, you can form your company and walk away with a real business identity — Learn more at https://northwestregisteredagent.com/twist 22:54 Selling the first 10,000 units 28:38 Deel - Founders scale faster on Deel. Set up payroll for any country in minutes, hire anyone anywhere, get visas handled fast, and get back to building. Visit https://deel.com/twist to learn more. 29:42 Why Board is steering away from simple ports toward native IP experiences 35:32 Hermeus's AJ Piplica joins the show 35:32 What is Dark Horse? 43:48 Commercial applications: Cargo, organs, flowers, and trans-Atlantic in 90 minutes 47:47 Commercial applications: Cargo, organs, flowers, and trans-Atlantic in 90 minutes 57:00 Dark Horse range and the "reusable first stage" analogy 58:42 Dark Horse range and the "reusable first stage" analogy 1:02:42 $350M Series C led by Khosla; total funding now exceeds $500M 1:03:39 The SpaceX model: get customers to fund your R&D 1:07:47 Closing: the American Dynamism pitch 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 Check out all our partner offers: https://partners.launch.co/ 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

This Week In Startups is made possible by:Agree - https://agree.comQuo - https://quo.com/TWiSTSuperhuman - https://superhuman.comToday's show:In this double-header, Jason and Lon chat with Louis Phillips, founder of the gamified running app INTVL, which turns a quick job around the block into a worldwide turf war competition. Find out how he grew the app to over 1 million downloads without any paid ads, just making videos from his home office.PLUS Alex sits down with Alice Zhang, CEO of Verge Labs, which pivoted from making drugs to building the AI infrastructure that helps pharma companies develop their own treatments. Find out how they accumulated one of the world's largest proprietary brain datasets and why brain tissue is the "LiDAR of neuroscience."Guests:INTVL: https://www.intvl.com.au/INTVL on Instagram: https://www.instagram.com/intvl.appLouis Phillips on Instagram: https://www.instagram.com/louisphillips12Verge Labs: https://vergelabs.com/Alice Zhang on X: https://x.com/AliceXinliZhangRelevant LinksMeta's Ad Library: https://www.facebook.com/ads/library/Strava: https://www.strava.com/Pokémon Go: https://pokemongo.com/Fitbod: https://fitbod.me/Tonebase: https://www.tonebase.co/Calm: https://www.calm.com/Hamilton Island official site: https://www.hamiltonisland.com.au/"Mr. Inbetween" trailer: https://www.youtube.com/watch?v=EooRG3QhQOYArticle: "Verge Genomics Rebrands as Verge Labs": https://trial.medpath.com/news/verge-genomics-rebrands-as-verge-labs-following-als-drug-trial-failure-pivots-to-ai-driven-target-discoveryEli Lilly: https://www.lilly.com/Chai Discovery: https://www.chaidiscovery.com/Noetik: https://www.noetik.ai/Tempus: https://www.tempus.com/Timestamps:0:00 Louis on building in Melbourne, Australia 7:44 Why INTVL ignores how fast you run 9:59 Agree - Stop chasing invoices at https://agree.com and tell them Jason sent you to get 50% off for life! 15:52 Using gamification for good 19:10 Powering INTVL's impressive growth 19:55 Quo (formerly OpenPhone) - Quo gives you a clean, modern way to handle every customer call, text, and thread all in one place. Try it free at https://quo.com/TWiST 26:16 The future of TWiST Australia 27:14 Will AI ever cure cancer? 27:54 Inside Verge's rebrand 30:31 Superhuman - Get AI that works where you work. Unlock your Superhuman potential at https://superhuman.com 32:01 Brain tissue as "ground truth" 36:01 Why brain tissue is so valuable as data 43:52 Verge's Eli Lilly partnership 51:34 "You're going to tell me when I'm going to die" 56:11 How AI could impact drug prices 58:19 Clinical trial FAILS and how to move onSubscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.comCheck out the TWIST500: https://www.twist500.comSubscribe to This Week in Startups on Apple: https://rb.gy/v19fcpFollow Lon:X: https://x.com/lonsFollow Alex:X: https://x.com/alexLinkedIn: ⁠https://www.linkedin.com/in/alexwilhelmFollow Jason:X: https://twitter.com/JasonLinkedIn: https://www.linkedin.com/in/jasoncalacanisCheck out all our partner offers: https://partners.launch.co/Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarlandCheck out Jason's suite of newsletters: https://substack.com/@calacanisFollow TWiST:Twitter: https://twitter.com/TWiStartupsYouTube: https://www.youtube.com/thisweekinInstagram: https://www.instagram.com/thisweekinstartupsTikTok: https://www.tiktok.com/@thisweekinstartupsSubstack: https://twistartups.substack.com