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This Week in Startups

Jason Calacanis
This Week in Startups
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  • It’s a boat, it’s a plane, it’s REGENT’s Seafarer | E2205
    Register for Founder University Japan’s Kickoff: https://luma.com/cm0x90mkToday’s show:*The key to avoiding long airport delays? Low-altitude sea planes! Why didn’t you think of that?We’ve got an awesome line-up of TWiST 500 founders giving us an inside glimpse inside their startups on this Friday special edition.FIRST: Billy Thalheimer of REGENT introduces us to their aircraft/boat hybrid The Seaglider, and walk us through how it all works, AND why they’re operating in BOTH the commercial and defense sectors from their Rhode Island HQ.THEN, we’ve got Convexia co-founder Ayaan Parekh showcasing how they’re using a collective of specialist AI agents to exploit other pharma labs’ leftovers and turn them into new drugs and treatments for rare diseases.FINALLY, Hunter Leath of Archil joins the show to tell us why efficient utilization of cloud data remains a surprisingly complex, and unsolved problem. His solution? Caching-as-a-Service! Find out how it all works, and why pre-caching is SO difficult to do, in this TWiST exclusive chat.Timestamps:(03:01) Billy Thalheimer of REGENT introduces us to the Seaglider(05:06) Inside the EV aircraft/boat hybrid’s three modes of operation(08:22) How REGENT uses low altitude flight to avoid airport-related hassles(9:42) Sentry - New users get 3 months free of the Business plan (covers 150k errors). Go to ⁠http://sentry.io/twist⁠ and use code TWIST(13:57) The converging tech that makes Seaglider possible(18:20) How REGENT is operating in BOTH the commercial and defense sectors(19:39) LinkedIn Ads - Start converting your B2B audience into high quality leads today. Launch your first campaign and get $250 FREE when you spend at least $250. Go to ⁠http://linkedin.com/thisweekinstartups⁠ to claim your credit.(25:05) Why Rhode Island?!(29:23) Pipedrive - Bring your entire sales process into one elegant space. Get started with a 30 day free trial at ⁠https://pipedrive.com/twist⁠(31:04) Convexia co-founder Ayan Parekh joins Alex to discuss “the world’s first AI-maximalist pharmaceutical company”(33:02) Using AI agents to revisit leftover bio IP and unused data(33:22) Why so many drugs fail to reach market(35:46) Applying different agents to different kinds of tasks(44:26) The unique opportunities posed by rare diseases(46:58) On the road toward vertical integration(50:48) Hunter Leath of Archil tells us why utilizing cloud data effectively remains a complex, unsolved problem(51:56) What is “Caching as a Service”?(55:53) Why pre-caching is NOT obvious and “tremendously difficult to do”(57:00) Why the major cloud players didn’t built this themselves(01:00:37) Deliberately keeping the focus narrow… for now…Subscribe 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/jasoncalacanisThank you to our partners:Sentry - New users get 3 months free of the Business plan (covers 150k errors). Go to http://sentry.io/twist and use code TWISTLinkedIn Ads - Start converting your B2B audience into high quality leads today. Launch your first campaign and get $250 FREE when you spend at least $250. Go to http://linkedin.com/thisweekinstartups to claim your credit.Pipedrive - Bring your entire sales process into one elegant space. Get started with a 30 day free trial at https://pipedrive.com/twistCheck 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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  • Is investing REALLY the hardest job in tech? A TWIST VC Roundtable (ft. Deedy Das and Jay Eum) | E2204
    Register for Founder University Japan’s kickoff! https://luma.com/cm0x90mkToday’s show:*On TWiST, Jason welcomes an all-star VC panel — Deedy Das of Menlo Partners and Jay Eum of GFT Ventures — for a deep dive into the shocking scale of early-stage AI raises, a transitional moment for investors, the growing importance of the “prosumer” market, ChatGPT’s insane smile curves, and much much more.IN THIS EPISODEWhat the panelists make of Roelof Botha’s exit from Sequoia… and is he really going anywhere…Why Jason says VC is no longer the best way to get rich…Why so many private companies are growing SO HUGE before going public…And much more!Timestamps:(00:03:37) Jason is fresh from surviving Riyadh traffic but he’s here and introducing our all star panel(00:04:03) Why Jason compares Riyadh to Silicon Valley in the 1960s(00:05:21) Friend of the Pod Roelof Botha is stepping down at Sequoia… our insiders try to guess what might have happened…(10:00) Crusoe - Crusoe is the AI factory company. Reliable infrastructure and expert support. Visit crusoe.ai/startup to reserve your capacity for the latest GPUs today.(00:13:11) Deedy moved up at Menlo without being a venture native… he shares the secrets behind his rise.(00:19:09) Was Roelof wrong about “return-free risk”? Does more capital always = more great companies?(20:00) Northwest Registered Agent - Form your entire business identity in just 10 clicks and 10 minutes. Get more privacy, more options, and more done—visit https://www.northwestregisteredagent.com/twist today!(00:26:54) With so many private companies growing SO HUGE… when is the right time to go public? Considering the case of Glean and Stripe…(30:00) AWS Marketplace - If you’re ready to really accelerate your sales cycle, AWS Marketplace is your next stop. Head to https://aws.com/startups to learn more.(00:30:07) Why Jason says venture capital is no longer the best way to get rich(00:32:34) Why AI apps are so appealing to enterprises after years of paying for SaaS(00:36:32) The growing importance of “prosumers”(00:37:31) Why Deedy says a smile curve is the most beautiful depiction of “Product Market Fit”(00:44:36) Why it’s still tough to raise pre-seed money, even during an AI “boom”!(00:46:08) Why Jason says the hardest job in the tech ecosystem is being an investor(00:55:52) “Time is one of the primary drivers of venture capital return.” - Jay Eun(00:57:42) Deedy on the shocking amounts being raised by early-stage AI companies(01:00:21) Just how much DO VCs work compared to founders? The panel compares notes.(01:02:53) Are some investors not doing diligence? Deedy on the speed of some AI deals.(01:16:51) The panel picks their fav portfolio company of the moment (or one of their faves)Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.comCheck out the TWIST500: https://www.twist500.comFollow Alex:X: https://x.com/alexLinkedIn: ⁠https://www.linkedin.com/in/alexwilhelmFollow Jason:X: https://twitter.com/JasonLinkedIn: https://www.linkedin.com/in/jasoncalacanisThank you to our partners:Crusoe - Crusoe is the AI factory company. Reliable infrastructure and expert support. Visit crusoe.ai/startup to reserve your capacity for the latest GPUs today.Northwest Registered Agent - Form your entire business identity in just 10 clicks and 10 minutes. Get more privacy, more options, and more done—visitAWS Marketplace - If you’re ready to really accelerate your sales cycle, AWS Marketplace is your next stop. Head to https://aws.com/startups to learn more.Check 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.comSubscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916
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  • Sending datacenters into orbit | E2203
    👉 Register here to join the Founder University Japan kickoff! https://luma.com/cm0x90mkToday’s show:*Starcloud has started sending AI chips into orbit. So is this where the datacenters the power AI will one day live? And does wifi work in the vacuum of space? We’re asking the TOUGH questions.PLUS Jason and Alex are doing a deep dive on all this week’s OpenAI news. Will they ever be able to pay back all these GPU purchases? What happens to the wider economy on the off chance they don’t thrive? And what’s with these rumors that ChatGPT has stopped giving medical or legal advice?All that and a look at TrustMRR (and why Jason advises you not to publicly share your Stripe), why Jason thinks Netflix should buy CNN, our hosts favorite Nazi hunter movies, and MORE.Timestamps:(0:00) Would you trust an LLM with your health?(2:08) Jason is bringing Founder U to The Kingdom AND Japan, so he’s streaming in today live from Riyadh(4:20) Jason’s guide to mastering international travel. (Shoutout to Whoop)(5:05) Are the big AI companies going TOO HARD on GPUs? And does this matter?(11:30) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST(14:53) What happens to the wider economy if ChatGPT FAILS? Who gets hit by the “contagion”?(18:22) Jason’s more likely scenario: What if ChatGPT becomes just one player in a larger market?(21:22) Pilot - Visit https://www.pilot.com/twist and get $1,200 off your first year.(23:57) ChatGPT can still give you general health and legal advice… just not a full diagnosis(31:57) Nexos.ai Stop Shadow AI in its tracks with the unified platform for secure AI adoption and productivity. Try it with a free 14-day trial at https://nexos.ai/twist.(33:09) TrustMRR and startups sharing their Stripe data… Why Jason says total transparency might be too much(38:35) We’re really sending datacenters to space! Starcloud made it happen.(41:02) Does wifi work in space? A TWiST investigation…(47:01) Checking in with Polymarkets on the NYC mayoral election and the government shutdown(53:09) Legal AI startup Legora (from Sweden) is now a unicorn… why this niche is growing so fast(58:14) Netflix wants to buy WBD… Here’s why our hosts think they should keep CNN.(1:07:58) BUT WE DIGRESS: Lon and Jason’s favorite Nazi hunter movies(1:10:25) Founder Q’s! The best way to track runway and burn rate for early stage companies.Subscribe 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/jasoncalacanisThank you to our partners:Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWISTPilot - Visit https://www.pilot.com/twist and get $1,200 off your first year.Nexos.ai Stop Shadow AI in its tracks with the unified platform for secure AI adoption and productivity. Try it with a free 14-day trial at https://nexos.ai/twist.
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  • What will be OpenAI’s IPO price? Place ya bets! | E2202
    What will be OpenAI’s IPO price? Place ya bets! | EXXX*Polymarket’s sharps are already placing bets on when ChatGPT maker OpenAI will go public… and Jason and Alex want in on this action. They’re placing side wagers on how the House that Sam Altman built will be valued once it finally goes public.PLUS find out why Amazon is Jason’s stock pick for the next five years… Why startups are starting to release their own foundation models, and what this means for major players like OpenAI and Anthropic… AND Producer Oliver stops by with an in-depth look at the music-generating Suno app.Friday shows don’t get any bigger than this.Register for Founder University's Japan Kickoff!https://luma.com/cm0x90mkToday’s show:*Timestamps:(0:00): Jason doesn't trust Sam Altman... Stay tuned!(2:24) Jason’s been using Tesla FSD’s “Mad Max” Mode and it’s a SPICY ride!(8:54) Jason and Alex checked out Higgsfield’s new Face Swap tool… Jason thinks this will revolutionize the movie casting process(10:39) LinkedIn Ads: Start converting your B2B audience into high quality leads today. Launch your first campaign and get $250 FREE when you spend at least $250. Go to http://linkedin.com/thisweekinstartups to claim your credit.(14:03) Here’s what Jason thinks: there are acceptable uses of Higgsfield’s tech but some are OVER THE LINE(17:23) Here’s why Jason says the music industry deals with startups like the Mafia(19:59) Northwest Registered Agent - Form your entire business identity in just 10 clicks and 10 minutes. Get more privacy, more options, and more done—visit https://www.northwestregisteredagent.com/twist today!(21:02) Producer Oliver has been playing around with AI music app Suno… here’s a live demo(22:47) We’re using Suno to make a Dire Straits song about JCal!(30:11) PaperOS - Whether you’re raising a round, launching a fund, or managing a venture portfolio, PaperOS can unlock simplicity and scale across your empire of capital, contracts, and companies. Claim your $10,000 credit at https://paperos.com/twist(39:42) IT’S EARNINGS WEEK! What Jason and Alex make of the fresh numbers from Amazon, MSFT, and Alphabet(40:58) Jason’s checking out his Grokipedia page… could this be the internet’s new go-to resource?(45:15) Why Amazon is Jason’s pick of THE stock for the next 5 years(46:42) Three startups made their own AI models! Is the era of paying big co’s for their LLMs coming to an end?(50:09) Jason’s warning for anyone “dumb enough” to use OpenAI’s API… they are studying you!(57:16) It’s a new Jason-Alex bet… What will OpenAI’s IPO price be?(59:35) What happened with Navan’s IPO? Jason and Alex dig into the numbers.(1:07:37) Why Jason compares some later investors to Wormtongue from “Lord of the Rings”
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  • Grammarly is now Superhuman! CEO Shishir Mehrotra explains the rebrand | E2201
    Today’s show:*Why rebrand an app with 40 million daily active users?On TWiST, Grammarly CEO Shishir Mehrotra swings by to explain why he’s renaming his company after the mail app he just purchased, Superhuman.Plus he’s giving us a first look at the startup’s new AI assistant, Superhuman Go, digging into their new agent-centered strategy, looking ahead at the potential for AI job displacement, and more.Jason and Alex also talk about our new nuclear deal with Westinghouse and Japan, OpenAI’s conversion and what it means for Microsoft, 1x’s tele-operated Neo-bot for chores, and much more!Timestamps:(00:07:56) Jason is headed to Tokyo, and NOT just for skiing this time!(10:00) Uber AI Solutions**:** Your trusted partner to get AI to work in the real world. Book a demo with them TODAY at Uber.com/twist(00:12:21) Untangling this US government-Japan-Westinghouse deal for nuclear power… and why nuclear power is SO important(20:00)DevStats translates complex engineering metrics into a shared language everyone at your company can understand. Get 20% off by going to https://www.DevStats.com/twist(00:20:04) Why Jason says sabbaticals and 4 day work weeks are for established brands, not startups(30:00) Perspective AI: Real insights, straight from your customers, and your first two months are on us. Just go to getperspective.ai/twist.(00:33:01) Will income inequality become a concern, even for the wealthy? Jason says YES.(00:37:29) Shishir Mehrotra from Gram— NO WAIT, Superhuman! joins us to talk name changes(00:38:16) Using Grammarly as a model for the new AI assistant, Superhuman Go.(01:08:39) Nvidia shot past $5 TRILLION in value… How is no one freaked out about this?!(01:14:52) OpenAI executed their conversion… but Jason says “public benefit corporation” status is pretty meaningless(01:25:02) Checking out the Neo robot from 1x… he wants to help you with chores and he’s for sale!(01:32:09) Uber’s speeding up its self-driving plansSubscribe 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/jasoncalacanisThank you to our partners:Perspective AI - Real insights, straight from your customers, and your first two months are on us. Just go to getperspective.ai/twist.DevStats translates complex engineering metrics into a shared language everyone at your company can understand. Get 20% off by going to https://www.DevStats.com/twistUber AI Solutions: Your trusted partner to get AI to work in the real world. Book a demo with them TODAY at Uber.com/twistGreat 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.comSubscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916
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    1:38:52

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