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    Jason Unplugged: IPO market, WaPo tactics against Dave Portnoy + Live Q&A | E1815

    en-usSeptember 23, 2023

    Podcast Summary

    • Central banks raising interest rates lead to M&A activityCentral banks increasing interest rates cause economic slowdown and M&A activity as large companies buy smaller ones for growth

      Central banks raise interest rates to curb inflation and cool down the economy, which may lead to unemployment. This counterintuitive measure aims to prevent the damaging effects of out-of-control inflation. The current economic climate is characterized by rising interest rates, and as a result, we've seen an increase in mergers and acquisitions, with large companies buying smaller ones to secure growth. The recent acquisition of Splunk by Cisco for $28 billion is a notable example of this trend. This week on "This Week in Startups," J Cal discussed these topics and took questions from viewers on the latest tech news.

    • Companies facing funding challenges lead to increased M&A activityGreat companies are bought, not sold. Tools increasing revenue and legendary leadership insights are valuable in a down market.

      The current economic climate is leading to increased mergers and acquisitions (M&A) activity, as companies consider selling due to funding challenges. However, great companies are typically bought, not sold. Three companies recently went public due to external pressures, including Arm, which raised a $50 billion valuation, and Clavio, which offers personalized customer communication and saw a $9 billion valuation. In a down market, tools that increase revenue become even more valuable. Additionally, legendary figures like Howard Schultz offer insights into leadership through Masterclass, providing valuable knowledge for entrepreneurs. Instacart, a popular food delivery service, is an example of a company that thrives in various market conditions, offering quick delivery for smaller orders and efficient service for larger ones. Entrepreneurs may face self-doubt, but maintaining commitment and conviction is crucial for success.

    • Instacart's Shift to Advertising RevenuesInstacart's focus on ad revenues indicates its potential as a powerful advertising platform for CPG brands, with an estimated worth between $6B and $9B, suggesting undervalued stock and growth potential.

      Instacart's business model is shifting towards ad revenues as groceries may not be a profitable business for them. The flat gross transaction volume and increasing ad revenues indicate that Instacart is becoming a powerful advertising platform for consumer packaged goods (CPG) brands. This is similar to Amazon, where ads can appear directly in the shopping cart and are more effective due to their proximity to the transaction. Instacart should aim to make no profit on sales and instead focus on getting as much share of the cart as possible. The value of Instacart can be estimated using a price-to-earnings ratio, and based on current profits and industry comparisons, Instacart could be worth between $6 billion and $9 billion. However, it's currently trading at around $8 billion. This suggests that Instacart's stock may be undervalued and has potential for growth.

    • IPOs benefit LPs in the venture capital ecosystemSuccessful IPOs enable LPs to reinvest in the venture capital industry, boosting the ecosystem. Recent IPOs like Instacart and Clavio have restarted the cycle, and SoftBank's ARM acquisition provides added benefits for Vision Fund LPs. However, concerns arise over targeting advertisers instead of addressing issues directly.

      The recent surge in IPOs is beneficial for venture capitalists and Limited Partners (LPs) as it boosts their confidence to invest more in startups. The LPs, which include institutions like universities, foundations, and high net worth individuals, receive returns from successful IPOs, enabling them to reinvest in the venture capital ecosystem. The current IPO drought has limited this cycle, but recent successes like Instacart and Clavio have started the process anew. Furthermore, SoftBank's acquisition of a 25% stake in ARM at a high valuation has provided an added bonus for Vision Fund LPs. The Washington Post's handling of the Dave Portnoy situation raised concerns about vindictive virtue signaling and targeting advertisers to damage a company, rather than addressing the issue directly with the individual in question.

    • Discussion of tortious interference and manipulative journalism tacticsReputable news organizations should prioritize transparent and ethical reporting practices to maintain credibility and avoid damaging business reputations or eroding public trust through manipulative tactics like baiting or taunting.

      The discussion between Nick and Dayport raised concerns of tortious interference and manipulative journalistic tactics, which can damage business reputation and erode public trust. The Washington Post, as a reputable news organization, should ensure transparent and ethical reporting practices to maintain credibility. The use of baiting or taunting tactics to manipulate responses from individuals or organizations is not acceptable journalism and can be perceived as trying to destroy rather than inform. The underlying causes include a generation of journalists prioritizing advocacy over reporting and the loss of advertising revenue to online competitors. It's crucial for media outlets to prioritize truth and transparency to regain public trust.

    • Investing in Blue Chip Art through Masterworks: Uncorrelated Returns and AccessibilityBlue chip art investments offer uncorrelated returns and can be accessed through Masterworks, providing historical positive returns up to 35% annually without requiring millions or art expertise. AI technology can disrupt industries and founders may benefit from being in tech hubs for increased exposure and opportunities.

      Investing in blue chip art through platforms like Masterworks offers an opportunity for uncorrelated returns, even during market downturns. Blue chip art has historically shown positive returns, with annualized net returns reaching up to 35% this year. Masterworks securitizes these pieces and sells shares to investors, allowing access to fine art investments without the need for millions of dollars or art expertise. AI is another technology that can disrupt existing businesses, from booking flights and restaurants to accessing VC funding. While there are VCs outside Silicon Valley, first-time founders may benefit from moving to tech hubs for increased exposure and opportunities.

    • Navigating economic downturns as a top startupDespite economic downturns, top startups have a good chance of getting funded. Reach break-even, have a clear path to profitability, and present a unique value proposition to secure investment.

      Even if you're in a smaller market or facing economic downturns, if your company is among the top 1%, you have a good chance of getting funded. The current economic downturn is predicted to last between half a year and two years based on historical data, and we're currently in the seventh quarter of this period. The labor market is softening, which could lead to decreased consumer spending and lower inflation. For startups, it's crucial to reach break-even and have a clear path to profitability. Venture capitalists sift through thousands of applications each year to find promising investments by using databases like theirs and looking for unique value propositions.

    • Making informed bets and actively managing a diverse portfolioSuccessful investing requires hiring researchers and analysts to evaluate startups, investing in top performers, and continually monitoring progress. Coriant offers customized investment and family office solutions.

      Successful investing involves making a large number of informed bets and actively managing a diverse portfolio. The speaker hires researchers and analysts to meet with and evaluate startups based on specific criteria, investing in those with the greatest potential. They aim to own significant stakes in the top performers and continually monitor their progress. Additionally, they're currently exploring opportunities in the cloud kitchen space, using a similar approach to support food entrepreneurs. Coriant, a wealth management firm, can help individuals achieve their financial goals by providing customized investment and family office solutions.

    • Affordable shared kitchen spaces for food entrepreneursCloud kitchens offer cost-effective solutions with shared facilities, software support, and quick delivery logistics, allowing food entrepreneurs to launch brands without expensive storefronts or long-term leases.

      Cloud kitchens, a concept by Travis and Diego's companies, offer an innovative solution for food entrepreneurs by providing affordable, shared kitchen spaces with quick delivery logistics. These kitchens, often located in warehouses near major intersections, eliminate the need for expensive storefronts and long-term leases. The cloud kitchen model also includes software support, potentially helping to launch the next great American food brands. Regarding AI regulations, while there is ongoing debate, it's essential to strike a balance between encouraging innovation and ensuring safety. Open-source projects and transparency can help mitigate concerns. However, as AI capabilities advance, there is a need to address potential threats and develop AI to counteract malicious uses. Elon Musk's involvement in discussions with lawmakers is a positive step towards thoughtful and proactive regulation.

    • Discussing the future of the company and cost-saving measuresFounders should have open conversations about the future, consider cost-saving measures, focus on essential tasks, and make informed decisions through thoughtful discussions.

      Being thoughtful and having open conversations with team members about the future of the company, including potential employment displacement, is crucial. Founders can also save costs by learning to do marketing themselves, outsourcing non-essential tasks, and hiring employees at reasonable salaries in locations where the cost of living is lower. Essentialism, or focusing on what is essential for the business, is also important. When it comes to disagreements internally, having a clear division of labor and emotional maturity are key. The CEO ultimately makes the decision, and team members should argue each other's sides before placing a bet on the best solution. Additionally, founders can consider religious laws, such as the prohibition of interest in Islam, and find creative solutions, such as waiving interest or donating it to a cause, to comply while still raising funds.

    • Weighing Perspectives and Changing Course in Business DecisionsCo-founders should have open and empathetic discussions, document decisions, consider societal impact, and be willing to reverse unpopular decisions.

      Making important business decisions involves weighing different perspectives and being open to changing course if necessary. Co-founders should have honest and empathetic discussions about their differing opinions, and document their decisions for future reflection. Additionally, society plays a role in the success of startups, with some cultures more supportive of entrepreneurship than others. A recent book recommendation is "Unreasonable Hospitality" about the restaurant 11 Madison Park. The speaker also touched on the importance of de-escalating disagreements with board members and being willing to reverse decisions. Lastly, the speaker shared his experience with live streaming on Zoom and expressed plans to do it more frequently.

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    Mentioned on the show:

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    Mentioned on the show:

    Check out Polymarket trading data:

    https://polymarket.com/event/will-biden-drop-out-of-presidential-race?tid=1721076355768

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    https://www.cautiousoptimism.news/p/why-google-may-spend-23b-buying-wiz

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    https://www.axios.com/2024/07/15/sequoia-capital-stripe

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    Mentioned on the show:

    https://www.wsj.com/finance/stocks/stubhub-delays-ipo-launch-due-to-choppy-market-conditions-42b37bf0

    https://www.bloomberg.com/news/articles/2024-07-11/openai-sets-levels-to-track-progress-toward-superintelligent-ai

    https://www.cnbc.com/2024/06/07/after-chatgpt-and-the-rise-of-chatbots-investors-pour-into-ai-agents.html

    https://sierra.ai/blog/ai-agents-guide

    https://www.bls.gov/news.release/cpi.nr0.htm

    https://www.cnbc.com/2024/07/12/wholesale-prices-rose-0point2percent-in-june-slightly-hotter-than-expected.html

    https://news.crunchbase.com/ai/asia-venture-42dot-hozon-zepto-china/

    https://buildcover.com

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    https://www.mightybuildings.com

    https://www.dustyrobotics.com

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    *

    Follow Alex:

    X: https://x.com/alex

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

    *

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

    *

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    (12:47) Vanta - Get $1000 off your SOC 2 at http://www.vanta.com/twist

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    (37:54) CLA - Get started with CLA's CPAs, consultants, and wealth advisors now at https://claconnect.com/tech

    *

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

    *

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    This Week in Startups
    en-usJuly 13, 2024

    Anand Nandakumar on the future of remote driving and ride services | E1978

    Anand Nandakumar on the future of remote driving and ride services | E1978

    This Week in Startups is brought to you by…

    Intercom. Intercom’s AI-first service is the best thing to happen to your customers since you. TWIST listeners can get 90% off Intercom’s platform at https://www.intercom.com/twist

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    *

    Todays show:

    Anand Nandakumar joins Jason to discuss Halo Car’s technology (1:16), remote driving opportunities (12:07), the Cruise incident (35:17), and more!

    *

    Timestamps:

    (0:00) Anand Nandakumar joins Jason

    (1:16) Halo Car's technology and vision for the future

    (7:36) Economics and challenges of remote driving services

    (10:04) Intercom - TWIST listeners can get 90% off Intercom’s platform at https://www.intercom.com/twist

    (12:07) Remote driving job opportunities and cost of living impacts

    (14:30) Synergy of remote and self-driving technologies

    (19:27) Autonomous vehicle adoption and industry challenges

    (21:36) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at http://www.Squarespace.com/TWIST

    (23:07) Economic challenges for autonomous vehicle companies

    (30:47) Remote driving technology for consumers

    (33:49) AssemblyAI - Get 100 free hours to start building at https://www.assemblyai.com/twist

    (35:17) Regulatory issues and performance of autonomous vehicles in different weathers

    (41:34) How to experience Halo Car's technology

    *

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    Follow Anand:

    X: https://x.com/kumi360

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

    Check out: https://halo.car

    *

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    X: https://twitter.com/Jason

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

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    (33:49) AssemblyAI - Get 100 free hours to start building at https://www.assemblyai.com/twist

    *

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

    *

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    This Week in Startups
    en-usJuly 10, 2024

    GPU clusters, venture trends, and the robotics startups we’re most excited about | E1977

    GPU clusters, venture trends, and the robotics startups we’re most excited about | E1977

    This Week in Startups is brought to you by…

    Tech Domains. Don’t miss our “Jam Session with JCal” contest! To apply and get more details go to https://jamwithjcal.tech brought to you by .tech domains.

    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. TWiST listeners can get $1,000 off for a limited time at https://vanta.com/twist

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    *

    Todays show:

    Alex Wilhelm joins Jason to discuss news that a16z has built out a GPU cluster that it rents to its portfolio companies (4:22), Q2 venture trends (31:02), robotics startups (57:39), new TWIST500 companies (1:11:51), and more!

    *

    Timestamps:

    (0:00) Jason and Alex kick off the show

    (4:22) Venture capital firms building AI GPU clusters and a16z's “oxygen”

    (10:09) .Tech Domains - Apply for the Jam Session with JCal contest today at https://jamwithjcal.tech

    (11:13) Where this leads the industry

    (20:21) Michael Ovitz's influence and venture capitalists' work ethic

    (30:10) Vanta - Get $1000 off your SOC 2 at https://vanta.com/twist⁠

    (31:02) Q2 venture capital funding trends and strategies for struggling companies

    (37:00) OpenPhone - Get 20% off your first six months at https://www.openphone.com/twist⁠

    (38:23) Global AI funding trends and current state of venture capital

    (57:39) Teleoperation robots, remote work arbitrage, and ethical considerations

    (1:11:51) Robotics companies' funding, the future of AI and robotics, and the TWIST500

    *

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    Check out the TWIST500: twist500.com

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    *

    Mentioned on the show:

    https://www.theinformation.com/articles/andreessen-horowitz-is-building-a-stash-of-more-than-20-000-gpus-to-win-ai-deals?rc=g3wfdp

    https://infogram.com/global-quarterly-ai-funding-through-q2-2024-1h0n25okznz5l4p

    https://infogram.com/global-venture-dollar-volume-q2-2024-1hnp27eewj9on4g

    https://www.cnn.com/2020/09/14/business/robots-japan-supermarkets-spc-intl/index.html

    https://www.reddit.com/r/overemployed

    https://www.athena.com/#Elite-Assistants

    https://nypost.com/2024/04/09/us-news/nyc-restaurants-use-zoom-cashiers-from-philippines

    *

    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:

    (10:09) .Tech Domains - Apply for the Jam Session with JCal contest today at https://jamwithjcal.tech

    (30:10) Vanta - Get $1000 off your SOC 2 at https://vanta.com/twist⁠

    (37:00) OpenPhone - Get 20% off your first six months at https://www.openphone.com/twist⁠

    *

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

    *

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

    *

    Follow TWiST:

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

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

    Substack: https://twistartups.substack.com

    *

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

    This Week in Startups
    en-usJuly 10, 2024

    AI Demos: Sunny’s Back with Luma Labs, Kling, Claude Sonnet & Getting AI Native | E1976

    AI Demos: Sunny’s Back with Luma Labs, Kling, Claude Sonnet & Getting AI Native | E1976

    This Week in Startups is brought to you by…

    NetSuite. The number one cloud financial system, bringing accounting, financial management, inventory, and HR, into ONE platform. Giving you ONE source of truth. By popular demand, NetSuite has extended its one-of-a-kind flexible financing program for a few more weeks! Head to http://www.NetSuite.com/twist

    OpenPhone. Create business phone numbers for you and your team that work through an app on your smartphone or desktop. TWiST listeners can get an extra 20% off any plan for your first 6 months at https://www.openphone.com/twist⁠

    DevSquad. DevSquad helps startups design better products. If you need UI and UX expertise and don’t want to hire an entire design team, head to

    http://devsquad.com/startups and book a call. Mention that you are coming from TWiST to get 10% off.

    *

    Todays show:

    Sunny joins Jason to dive into all things AI, including the power of Claude Sonnet (6:49), the importance of “AI Native” workers (21:40), Luna Labs and their recent video that brings famous memes to life (36:40), and more!

    *

    Timestamps:

    (0:00) Sunny joins Jason.

    (2:26) Living in the toughest fundraising environment and the failure of Lina Khan.

    (6:49) Let’s jump back into AI demos with Claude Sonnet.

    (10:28) NetSuite - By popular demand, NetSuite has extended its one-of-a-kind flexible financing program for a few more weeks! Head to http://www.NetSuite.com/twist

    (11:46) Real-world applications with Jason’s team.

    (13:52) Firing up ChatGPT 4.o for results that are extra-ordinary.

    (20:16) OpenPhone - Get 20% off your first six months at https://www.openphone.com/twist⁠

    (21:40) The importance of “AI Native” workers.

    (23:50) Is Google search going backwards compared to the power of today’s AI models?

    (28:24) DevSquad -  Visit https://devsquad.com/startups, book a call, and mention TWIST for 10% off!

    (30:11) The omnipresence of AI at home and with work teams.

    (36:40) Sunny demos Luna Labs, including the recent creation of bringing famous memes to life in one killer video.

    (40:17) Sunny demos Kling.

    (43:33) Sunny shows us Qwen, what he calls the best open-sourced model.

    (49:04) Sunny demos the voices of Cartesia AI.

    *

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

    *

    LINKS:

    Check out Min Choi’s Twitter post: https://x.com/minchoi/status/1807790101033890286

    Check out Claude Sonnet: https://claude.ai/new

    Check out Luma Labs: https://lumalabs.ai/dream-machine

    Check out Kling: https://kling.kuaishou.com/

    Check out Qwen: https://huggingface.co/spaces/Qwen/Qwen2-72B-Instruct

    Check out Cartesia AI: https://play.cartesia.ai/

    *

    Follow Sunny:

    X: https://twitter.com/sundeep

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

    *

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    X: https://twitter.com/Jason

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

    *

    Thank you to our partners: (10:28) NetSuite - By popular demand, NetSuite has extended its one-of-a-kind flexible financing program for a few more weeks! Head to http://www.NetSuite.com/twist

    (20:16) OpenPhone - Get 20% off your first six months at https://www.openphone.com/twist⁠

    (28:24) DevSquad -  Visit https://devsquad.com/startups, book a call, and mention TWIST for 10% off!

    *

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    Check out the TWIST500: twist500.com

    *

    Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland

    *

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    *

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    Substack: https://twistartups.substack.com

    *

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    This Week in Startups
    en-usJuly 03, 2024

    Logan Allin and Neil Datta on which startups AI puts at risk, tech regulation, and H-1B reform | E1975

    Logan Allin and Neil Datta on which startups AI puts at risk, tech regulation, and H-1B reform | E1975

    This Week in Startups is brought to you by…

    Intercom. Intercom’s AI-first service is the best thing to happen to your customers since you. TWIST listeners can get 90% off Intercom’s platform at https://intercom.com/TWIST

    AssemblyAI. Get maximum value from voice data with AssemblyAI. Build powerful products and features for your end users on the industry’s leading speech-to-text models. Get 100 free hours to start building at https://www.AssemblyAI.com/TWIST

    Vensure. Vensure is an HR firm that specializes in serving rapidly growing technology companies. Providing fully customized HR and benefit strategies designed to grow with their client’s needs. Visit http://Vensure.com today to schedule an HR evaluation, and learn how they can help you.


    Todays show:

    David Weisburd hosts Logan Allin, Neil Datta, and Jason Calacanis to discuss Vinod Khosla’s views on AI (1:13), Trumps H-1B policy (11:24), incorporation to funding stage (36:09), and more!

    *

    Timestamps:

    (0:00) David Weisburd intros Logan Allin, Neil Datta, and Jason Calacanis

    (2:57) Vinod Khosla's talk on AI at Collision Conference

    (5:12) Tech regulation, AI, and M&A's impact on portfolios

    (13:28) Intercom - TWIST listeners can get 90% off Intercom’s platform at intercom.com/TWIST

    (14:58) Globalization and navigating AI in venture

    (23:44) AssemblyAI - Get 100 free hours to start building at https://www.AssemblyAI.com/TWIST

    (25:13) Trump's stance on H-1B visas and immigration policy

    (42:19) Vensure - Visit http://Vensure.com today to schedule an HR evaluation, and learn how they can help you.

    (43:37) Carta data on incorporation to funding stage

    (54:34) Lighting round on recent investments

    *

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    Check out the TWIST500: twist500.com

    *

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

    *

    Follow Logan:

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

    Check out: https://fin.capital

    *

    Follow Neil:

    X: https://x.com/NKDAdvisory

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

    Check out: https://nkdadvisory.com

    *

    Follow Jason:

    X: https://twitter.com/Jason

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

    *

    Thank you to our partners:

    (13:28) Intercom - TWIST listeners can get 90% off Intercom’s platform at intercom.com/TWIST

    (23:44) AssemblyAI - Get 100 free hours to start building at https://www.AssemblyAI.com/TWIST

    (42:19) Vensure - Visit http://Vensure.com today to schedule an HR evaluation, and learn how they can help you.

    *

    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:

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

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

    Substack: https://twistartups.substack.com

    *

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    This Week in Startups
    en-usJuly 02, 2024

    The MEI vs DEI debate, tech press, Chime buys Salt Labs, and more! | E1974

    The MEI vs DEI debate, tech press, Chime buys Salt Labs, and more! | E1974

    This Week in Startups is brought to you by…

    Lemon.io - Hire pre-vetted remote developers, get 15% off your first 4 weeks of developer time at https://Lemon.io/twist

    Eight Sleep. Good sleep is the ultimate game changer. The newest generation of the pod, the Pod 4 ultra has arrived. Head to https://www.eightsleep.com/twist and use code TWIST to get $350 off the Pod 4 Ultra.

    Northwest Registered Agent. Northwest Registered Agent will form your business quickly and easily. In just 10 clicks and 10 minutes, set up your entire business identity—name, address, mail service, phone, email, website, and domain. For just $39 plus state fees, Northwest will handle your complete business identity. Visit ⁠http://northwestregisteredagent.com/twist⁠ today.

    *

    Todays show:

    Alex Wilhelm joins Jason to discuss the weekend debate regarding MEI/DEI (12:12), Amazon buys Adept’s key talent (42:39), Chime buys Salt Labs (52:41), and more!

    *

    Timestamps:

    (0:00) Jason and Alex kick off the show

    (1:47) Weekend recap and political debate analysis

    (10:50) Media's role in political coverage

    (14:49 ) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist

    (16:12) The weekend debate regarding MEI/DEI and that TechCrunch article

    (27:50) Eight Sleep - Head to https://www.eightsleep.com/twist and use code TWIST to get $350 off the Pod 4 Ultra.

    (29:20) Discussion on DEI vs MEI and meritocracy in Silicon Valley

    (41:10) Northwest Registered Agent - For just $39 plus state fees, Northwest will handle your complete business identity. Visit https://www.northwestregisteredagent.com/twist today.

    (42:39) Amazon buys Adept’s key talent

    (52:20) Chime's acquisition of Salt Labs

    (1:16:12) Challenges and strategies for EdTech companies

    *

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    Check out the TWIST500: twist500.com

    *

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

    *

    Mentioned on the show:

    https://techcrunch.com/2024/06/28/dei-more-like-common-decency-and-silicon-valley-is-saying-no-thanks

    https://techcrunch.com/2010/09/21/so-a-blogger-walks-into-a-bar

    https://x.com/alexandr_wang/status/1801331034916851995

    https://techcrunch.com/2024/06/28/amazon-hires-founders-away-from-ai-startup-adept

    https://techcrunch.com/2024/03/19/microsoft-hires-inflection-founders-to-run-new-consumer-ai-division

    https://techcrunch.com/2024/03/21/microsoft-inflection-ai-investors-reid-hoffman-bill-gates

    https://www.youtube.com/watch?v=kna9E_3kFF0

    https://www.chime.com/blog/chime-acquires-enterprise-employee-rewards-company-salt-labs

    https://www.saltlabs.com

    *

    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:

    (14:49) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist

    (27:50) Eight Sleep - Head to https://www.eightsleep.com/twist and use code TWIST to get $350 off the Pod 4 Ultra.

    (41:10) Northwest Registered Agent - For just $39 plus state fees, Northwest will handle your complete business identity. Visit https://www.northwestregisteredagent.com/twist today.

    *

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

    *

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

    *

    Follow TWiST:

    Twitter: https://twitter.com/TWiStartups

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

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

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

    Substack: https://twistartups.substack.com

    *

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

    This Week in Startups
    en-usJuly 02, 2024

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