Episodes

  • Why the VC Hype Cycle Always Gets It Wrong | VC Roundtable | E2307

    Why the VC Hype Cycle Always Gets It Wrong | VC Roundtable | E2307
    Jul 1 2026
    This Week In Startups is made possible by:CLA - www.claconnect.com/withyouNorthwest Registered Agent - www.northwestregisteredagent.com/twistAgree.com - www.agree.comToday’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/aileenleeCowboy VC https://cowboy.vcMike Maples https://x.com/m2jrFloodgate https://www.floodgate.comBene Lerer https://www.linkedin.com/in/benjlererLere Hippeau https://www.lererhippeau.comTimestamps:0:00 Aileen Lee, Mike Maples, and Ben Lerer join the show5:13 Venture liquidity returns: what SpaceX/Stripe distributions mean for LPs9:13 Bending Spoons prices IPO at $29/share, roughly $18.4B valuation10:31 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 seriously17:41 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 Rezaei20:19 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/twist22:15 Mike's KeepSafe story: the "rule of 70" and profit-first companies25:12 The new growth bar: 5x, 4x replaces triple-triple-double-double28:55 Fund size is your strategy: why Floodgate and Lerer Hippeau stay small30:11 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/withyou37:39 The $100M Series A: Starcloud, General Intuition, Scale Cognition, Scout AI40:35 King-making rounds and why mega-seeds destroy optionality54:11 Open-weight models: the GLM-5.2 moment and going model-agnostic55:30 Why fine-tuning open models is a treadmill, with Cursor/Kimi as an example1:03:28 Grading the Trump administration on Mythos and Fable1:06:33 Rising anti-AI sentiment, the wealth gap, and lessons from social media1:11:43 Raising kids in the post-intelligence era1:12:35 Where to find the panel and what each firm is investing inSubscribe 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
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    1 hr and 14 mins
  • Chamath on why young people need more agency, risk, and adventure

    Chamath on why young people need more agency, risk, and adventure
    Jun 29 2026
    This Week In Startups is made possible by:Plaudhttps://Plaud.ai/twistShopifyhttps://shopify.com/twistLinkedIn Jobshttps://LinkedIn.com/twistNorthwest Registered Agenthttps://northwestregisteredagent.com/twistToday’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/chamath8090: https://www.8090.ai/Learn With Me on Substack: https://chamath.substack.com/p/learn-with-meDrink With Me: https://www.drinkwithme.com/age-verify.htmlAll-In Podcast: https://allin.com/Social Capital: https://www.socialcapital.com/Relevant Links:8090 Series A announcement: https://x.com/chamath/status/2071571183665881515Salesforce 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.coCoatue Management: https://www.coatue.com/Jack Dorsey: “From Hierarchy to Intelligence”: https://block.xyz/inside/from-hierarchy-to-intelligenceThomas Keller’s The French Laundry: https://thomaskeller.com/tfl/Timestamps:0:00 It's TWiST All-Star Summer!0:44 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 story7:54 Tom Sawyer entrepreneurship11:29 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/twist16:25 The $5 trillion software market21:06 LinkedIn Jobs - Hire right, the first time. Post your first job and get $100 off towards your job post at https://LinkedIn.com/twist25:00 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/twist35:00 How product development lost its way45:00 Regulated industries are the beachhead50:00 Raising the $135M Series A55:00 8090's "System on a Chip" model1:04:44 What to tell your kids about AISubscribe 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
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    1 hr and 12 mins
  • Why F1 Teams are Replacing Wind Tunnels with Smart Tape | E2305

    Why F1 Teams are Replacing Wind Tunnels with Smart Tape | E2305
    Jun 27 2026
    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/twistToday’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/LyalldavenportSKN Systems: https://www.skn.systems/Timestamps:0:00 How SKN uses tape to generate aerodynamic data4:04 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 data9:55 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 TWIST17:20 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/twist20:35 Future markets beyond motorsports30:03 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 now43:46 Vision Pro chief makes for the exit51:24 Apple raises their prices56:05 The data center you're allowed to hate1:06:04 Zuck's new prediction market app1:08:42 RIP Om Malik (1966-2026)1:19:50 Streaming and camera recommendations1:28:06 All about eFoilingSubscribe 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/lonsLinkedIn: ⁠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
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    1 hr and 30 mins
  • Why the Future of Video Games is Moving Back to the Dinner Table

    Why the Future of Video Games is Moving Back to the Dinner Table
    Jun 24 2026
    This Week In Startups is made possible by:Deel - deel.com/twistNorthwest Registered Agent - northwestregisteredagent.com/twistLinkedIn - linkedIn.com/twistToday’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/BrynnPutnamBoard 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_PiplicaHeremus 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.htmlTimestamps:0:00 Board's Brynn Putnam joins the show2:54 Board's proprietary AI software stack6:43 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 product15:26 Brynn's daughter and the mermaid example17:09 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/twist22:54 Selling the first 10,000 units28:38 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 experiences35:32 Hermeus's AJ Piplica joins the show35:32 What is Dark Horse?43:48 Commercial applications: Cargo, organs, flowers, and trans-Atlantic in 90 minutes47:47 Commercial applications: Cargo, organs, flowers, and trans-Atlantic in 90 minutes57:00 Dark Horse range and the "reusable first stage" analogy58:42 Dark Horse range and the "reusable first stage" analogy1:02:42 $350M Series C led by Khosla; total funding now exceeds $500M1:03:39 The SpaceX model: get customers to fund your R&D1:07:47 Closing: the American Dynamism pitchSubscribe 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
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    1 hr and 9 mins
  • The hottest running app has nothing to do with speed | E2303

    The hottest running app has nothing to do with speed | E2303
    Jun 22 2026

    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
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    1 hr and 3 mins
  • Why SpaceX Buying Cursor Changes Everything

    Why SpaceX Buying Cursor Changes Everything
    Jun 18 2026
    This Week In Startups is made possible by:Deel - deel.com/twistLinkedIn - linkedIn.com/twistNorthwest Registered Agent - northwestregisteredagent.com/twistPlaud - https://Plaud.ai/twistToday’s show:Anthropic stabbed Cursor in the back. Then SpaceX swooped in with $60 billion. Today, TWiST connects the dots on the biggest deal in AI since the Microsoft-OpenAI partnership, and why it's a warning sign for every startup building on top of a frontier model. Jason is joined by Bling Capital’s Ben Ling, Banana Capital’s Turner Novak, and co-host Alex to go deep on the future of coding models, the current golden age of venture liquidity, OpenAI’s financials, and the ‘Four Ds’ of venture investing. The show closes with a tribute to Josh Baer, the founder of Capital Factory.Guest Links:Ben Ling https://x.com/bling0?lang=enBling Capital https://www.blingcap.com/Turner Novak https://x.com/TurnerNovakBanana Capital https://www.bananacapital.vc/Show Links:Hanover Park https://www.hanoverpark.com/SpaceX buys Cursor https://www.cnbc.com/2026/06/16/spacex-spcx-cursor-acquisition-ipo.htmlCursor Composer 2.5 https://cursor.com/blog/composer-2-5OpenAI financials source https://www.wheresyoured.at/exclusive-openai-financials/AMD’s new deskside data center https://www.amd.com/en/products/processors/desktops/ryzen/ryzen-ai-halo.htmlPerplexity Model Council https://www.perplexity.ai/hub/blog/introducing-model-councilTimestamps:0:00 Guest introductions1:15 Guest introductions2:43 SpaceX acquires Cursor for $60B6:13 The golden era of M&A9:13 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/twist12:04 Cursor's negative gross margins & the compute problem13:22 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!15:04 Rolling your own model: When does it make sense?19:35 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.22:53 The "headless product" thesis28:31 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.34:22 OpenAI financials leaked: $13B revenue, $38.5B net loss40:13 Where does AI value accumulate?45:34 Portfolio Spotlight: Hanover Park48:37 Seed stage graduation rates have fallen from 50% to 25%54:59 The four Ds of venture: Deal flow, Decisions, Doubling down, Distributions1:06:36 How to find 'undiscovered gems'1:30:59 Snap Specs AR glasses: $2,195, and a bit chunky1:39:29 Tribute to Joshua Baer, Capital Factory's founderSubscribe 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
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    1 hr and 41 mins
  • The Startup Building the First Hotel on the Moon…

    The Startup Building the First Hotel on the Moon…
    Jun 15 2026
    This Week In Startups is made possible by:Every.io - visit every.ioSentry.io - sentry.io/twistVanta - vanta.com/twistToday’s show:The next SpaceX won't be building rockets; it'll build the first hotel on the Moon. Today on TWiST, GRU Space founder Skyler Chan brings a brick made from lunar soil into the studio and lays out a plan to manufacture on the Moon as early as next year. We get into the science, the business model, and the regulatory land-grab ahead!Then, the US government forces Anthropic to pull Fable 5 and Mythos 5. Jason and Lon unpack what it means when a single AI model can vanish overnight, and the US government's emergency order.Stick around for the winner (or winners?!) of the $5,000 AI podcast-companion bounty!Timestamps:0:00 Knicks playoff run, San Antonio & Texas BBQ (Black's vs. Terry Black's)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!9:52 Guest intro: Skyler Chan, GRU Space — and the lunar-soil brick10:29 Every.io - For all of your incorporation, banking, payroll, benefits, accounting, taxes or other back-office administration needs, visit https://every.io12:14 Why the next SpaceX builds habitats, not rockets15:18 NASA's $20B moon-base signal & the TRL contracting path16:13 Business model: from construction contractor to owning lunar land18:06 Building the hotel robotically + $1M refundable deposits20:00 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 TWIST31:09 Vanta - Get $1000 off your SOC 2 at https://www.vanta.com/twist39:28 News: US government blocks Anthropic's Fable 5 & Mythos 541:34 The politics: Hegseth, Sacks, Jassy & the "conspiracy" angle1:09:39 Why no single model dependency is safe (multi-model harnesses)1:18:47 Bounty results: MySidecast wins $3,0001:19:07 Honorable mentions: Couchverse (Lemon Slice) & Convalenz1:29:44 Next bounty: the Annotated app🔗 Links & Resources Mentioned:Guest & companySkyler Chan: Founder, GRU Space → https://www.ycombinator.com/companies/galactic-resource-utilization-space-inc-gru-spaceGRU Space (Galactic Resource Utilization): YC startup building lunar-regolith bricks and a robotic Moon hotel → https://www.ycombinator.com/companies/galactic-resource-utilization-space-inc-gru-spaceGRU Space lunar hotel bookings → https://payloadspace.com/gru-space-opens-bookings-for-planned-lunar-hotel/🎙️ About the Guest:Skyler Chan is the founder of GRU Space (Galactic Resource Utilization), a Y Combinator–backed startup developing a payload factory that manufactures bricks from lunar regolith to build the first robotic hotel on the Moon.Follow GRU Space → https://www.ycombinator.com/companies/galactic-resource-utilization-space-inc-gru-spaceSubscribe 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/jasoncalacanisGreat 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
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    1 hr and 41 mins
  • SpaceX IPO Day: What Wall St. and the media missed | E2300

    SpaceX IPO Day: What Wall St. and the media missed | E2300
    Jun 13 2026
    This Week In Startups is made possible by:Plaud https://Plaud.ai/twistPilot https://pilot.com/twistAgree https://agree.comIM8 Health https://IM8health.com/twistAfter watching Elon build out his rocket (and AI) company over the past 20 years, Jason celebrates the SpaceX IPO on a new TWiST. He explains why some investments are evaluated based on earnings and current numbers, while other stocks are bets on expensive visions for the future, and why SpaceX why likely pay off across multiple time horizons.PLUS Polsia solo founder Ben Cera is back with guidance for founders on creating a “Purple Cow”: a unique experience that makes their brand memorable.Guest:Ben Cera on X: https://x.com/BenceraPolsia: https://polsia.com/Polsia on X: https://x.com/polsiaBen on TWiST E2256 (Feb 2026): https://www.youtube.com/watch?v=QCce8e02IswRelevant Links:SpaceX: https://www.spacex.com/SPCX on Yahoo Finance: https://finance.yahoo.com/quote/SPCX/Starlink: https://www.starlink.com/Planet Labs: https://www.planet.com/Palantir: https://www.palantir.com/Valor Equity Partners: https://www.valorep.com/Seth Godin’s “Purple Cow” on Amazon: https://www.amazon.com/Purple-Cow-New-Transform-Remarkable/dp/1591843170Uber Ice Cream stunt article: https://finance.yahoo.com/news/ubers-brilliant-marketing-stunt-hail-195946535.htmlHillsborough Flintstones House article: https://www.sfgate.com/travel/article/The-Flintstone-House-is-now-for-rent-on-Airbnb-10420107.php“19 Hours Inside the Airbnb X-Mansion” article: https://www.theringer.com/2024/05/29/pop-culture/x-mansion-airbnb-x-men-icons-experienceWas The Pepsi Challenge based on LIES? https://www.historyoasis.com/post/the-pepsi-challengeCloudKitchens: https://cloudkitchens.com/Cluely: https://cluely.com/Timestamps:0:00 SpaceX IPO details2:12 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!7:21 The voting vs. weighing investment framework9:41 Pilot: Focus on your product, let Pilot handle your bookkeeping. Pilot provides the most reliable accounting, CFO, and tax services for startups and small businesses. Head to https://pilot.com/twist and get $1,200 off your first year.19:53 Agree - Stop chasing invoices at https://agree.com and tell them Jason sent you to get 50% off for life!22:25 The media's SpaceX criticisms and "hot takes"23:54 Ben Cera of Polsia is back26:53 Why Jason says no to a free tier29:10 IM8 Health: Start feeling like your best self every day. Go to https://IM8health.com/twist and use the code TWiST to get a free welcome kit, five free travel sachets, and 10% off your order.34:27 The wisdom of Seth Godin's "Purple Cow"50:37 The "Pepsi Challenge" model1:05:45 Lon got a dog, Jason got routers1:10:37 The YouTuber to movie theater pipeline1:15:20 Jason's new favorite travel bagSubscribe 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
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    1 hr and 20 mins