This Week in Startups

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

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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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Substack: https://twistartups.substack.com

This Week In Startups is made possible by:

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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

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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
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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

This Week In Startups is made possible by:

Deel - deel.com/twist
LinkedIn - linkedIn.com/twist
Northwest Registered Agent - northwestregisteredagent.com/twistPlaud - https://Plaud.ai/twist
Today’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=en
Bling Capital https://www.blingcap.com/
Turner Novak https://x.com/TurnerNovak
Banana 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.html
Cursor Composer 2.5 https://cursor.com/blog/composer-2-5
OpenAI 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.html
Perplexity Model Council https://www.perplexity.ai/hub/blog/introducing-model-council

Timestamps:

0:00 Guest introductions
1:15 Guest introductions
2:43 SpaceX acquires Cursor for $60B
6:13 The golden era of M&A
9:13 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/twist
12:04 Cursor's negative gross margins & the compute problem
13:22 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" thesis
28:31 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 loss
40:13 Where does AI value accumulate?
45:34 Portfolio Spotlight: Hanover Park
48:37 Seed stage graduation rates have fallen from 50% to 25%
54:59 The four Ds of venture: Deal flow, Decisions, Doubling down, Distributions
1:06:36 How to find 'undiscovered gems'
1:30:59 Snap Specs AR glasses: $2,195, and a bit chunky
1:39:29 Tribute to Joshua Baer, Capital Factory's founder

Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.com
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Follow Lon:
X: https://x.com/lons
Follow Alex:
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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
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Substack: https://twistartups.substack.com

This Week In Startups is made possible by:

Every.io - visit every.io
Sentry.io - sentry.io/twist
Vanta - vanta.com/twist

Today’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 brick
10:29 Every.io - For all of your incorporation, banking, payroll, benefits, accounting, taxes or other back-office administration needs, visit https://every.io
12:14 Why the next SpaceX builds habitats, not rockets
15:18 NASA's $20B moon-base signal & the TRL contracting path
16:13 Business model: from construction contractor to owning lunar land
18:06 Building the hotel robotically + $1M refundable deposits
20:00 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 TWIST
31:09 Vanta - Get $1000 off your SOC 2 at https://www.vanta.com/twist
39:28 News: US government blocks Anthropic's Fable 5 & Mythos 5
41:34 The politics: Hegseth, Sacks, Jassy & the "conspiracy" angle
1:09:39 Why no single model dependency is safe (multi-model harnesses)
1:18:47 Bounty results: MySidecast wins $3,000
1:19:07 Honorable mentions: Couchverse (Lemon Slice) & Convalenz
1:29:44 Next bounty: the Annotated app
🔗 Links & Resources Mentioned:
Guest & company
Skyler Chan: Founder, GRU Space → https://www.ycombinator.com/companies/galactic-resource-utilization-space-inc-gru-space
GRU 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-space
GRU 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-space
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