This Week in Startups

• Cursor’s $9B Round, AI-Powered Toys & CloudNuro’s SaaS Fix | E2121

  Today’s show: Cursor’s explosive growth, hitting $200M in ARR and a massive $9B valuation. They also explore the buzz around Magical Toys’ new AI-powered dinosaur, where LLMs meet playtime. The conversation turns to “vibe coding” and how AI dev tools are changing the way product teams build. Plus, Jason shares stories from his Formula 1 poker table, Uber’s latest autonomous vehicle partnerships get analyzed, and we bring you highlights from our Founder Fridays pitch showdown, featuring Kippy from Sydney and MomSub from Chicago. Stick around to hear how Cloud Neuro is tackling SaaS sprawl.*Timestamps:(0:00) Jason kicks off the show!(3:52) Rise in popularity of F1 and Netflix's impact(10:23) Uber stock, partnerships, and self-driving technology(10:47) 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/twisttoday!(13:50) Aurora Innovation's SPAC and Cursor's valuation discussion(19:07) Revenue quality concerns for startups(20:17) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist(21:37) User engagement versus churn in startups(23:06) AnySphere's ARR and impact of faster development on tech(30:29) Fidelity Private Shares℠ - Visit ⁠https://www.fidelityprivateshares.com! Mention our podcast and receive 20% off your first-year paid subscription.(32:11) Anker's portable solar solutions and off-grid living innovations(37:41) Jason's investment insights on Warner Brothers and Disney(38:27) Skype's decline and the rise of Zoom and Microsoft Teams(42:04) Founder Friday bracket final matchup and pitches(51:08) Interview with Fateen Anam Raffid from Magical Toys(59:24) Dino AI toy demonstration and future plans(1:04:20) Interview on CloudNuro's SaaS spend management(1:10:01) SaaS compliance, vendor-customer relationships, and AI spend management(1:16:09) CloudNuro's data-driven foundation and AI governance(1:18:46) Company growth, competitive landscape, and Chicago's entrepreneurial ecosystem*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/v19fcp*Links from episode:Magical Toys: https://www.magicaltoys.comCloudNuro: https://www.cloudnuro.ai/*Follow Fateen:X: https://x.com/Fateen_Anam*Follow Shyam:LinkedIn: https://www.linkedin.com/in/shyam-kumar-7b18524/:*Follow Lon:X: https://x.com/lons*Follow Alex:X: https://x.com/alexLinkedIn: ⁠https://www.linkedin.com/in/alexwilhelm*Follow Jason:X: https://twitter.com/JasonLinkedIn: https://www.linkedin.com/in/jasoncalacanis*Thank you to our partners:(10:47) 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/twisttoday!(20:17) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist(30:29) Fidelity Private Shares℠ - Visit ⁠https://www.fidelityprivateshares.com/ Mention our podcast and receive 20% off your first-year paid subscription.*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/TWiStartupsYouTube: https://www.youtube.com/thisweekinInstagram: https://www.instagram.com/thisweekinstartupsTikTok: https://www.tiktok.com/@thisweekinstartupsSubstack: https://twistartups.substack.com*Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916

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  1:25:51
• Apple’s App Store Loss, AI Persuasion, and an Interview with Tyler Denk of Beehiiv | E2120

  Today’s show: Jason, Lon, and Alex break down a loaded week in tech: Apple’s 27% App Store “link-out” fee gets shut down by a judge—unlocking margin for startups and slashing CAC; AI bots on Reddit’s r/ChangeMyView are now 6x more effective than humans at changing minds, signaling a seismic shift in online discourse; and Beehiiv CEO Tyler Denk joins to discuss building in public, rapid product iteration, and the irony of being critiqued like a market leader for innovating too fast. The big takeaway? AI is evolving fast, gatekeepers are falling, and founders who build through chaos are best positioned to win.Timestamps:(0:00) Episode Teaser(1:20) Introduction and venture capital power law(4:14) Economic data and labor market trends(8:19) Mimicking trades and Dub's Series A funding(10:05) Kyte - TWIST Listeners: Go to https://kyte.com/ and download the Kyte app today. Use code JASON to save 10% on your first rental.(14:48) Apple App Store ruling and startup implications(19:44) Atlassian - Head to https://www.atlassian.com/startups/twist to see if you qualify for 50 free seats for 12 months.(21:44) App store fees and antitrust concerns(27:34) Fivetran's acquisition and Lena Khan's impact on VC(29:58) LinkedIn Ads - Get a $100 LinkedIn ad credit at http://www.linkedin.com/thisweekinstartups(32:02) Venture capital scenarios and M&A future(37:23) Jason’s Starbucks tweet and union perspectives(45:02) Reddit's AI experiment and online discourse(48:16) Interview with Tyler Denk from Beehiiv(49:52) Beehiiv overview and customer base(51:02) Beehiiv's revenue strategy and Boost feature(57:06) Balancing revenue streams and feature quality(1:04:30) MRR growth and founder transparency(1:08:05) Brand marketing impact and staying focused(1:11:44) Hiring challenges and platform comparisons(1:14:01) Twist 500 initiative updateSubscribe 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/v19fcpLinks from episode:Beehiiv: https://www.beehiiv.com/Follow Tyler:X: https://x.com/denk_tweetsFollow 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:(10:05) Kyte - TWIST Listeners: Go to https://kyte.com/ and download the Kyte app today. Use code JASON to save 10% on your first rental.(19:44) Atlassian - Head to https://www.atlassian.com/startups/twist to see if you qualify for 50 free seats for 12 months.(29:58) LinkedIn Ads - Get a $100 LinkedIn ad credit at http://www.linkedin.com/thisweekinstartupsGreat 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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  1:14:46
• What's Next for AI Infrastructure with Amin Vahdat | AI Basics with Google Cloud

  In this episode of AI Basics, Jason sits down with Amin Vahdat, VP of ML at Google Cloud, to unpack the mind-blowing infrastructure behind modern AI. They dive into how Google’s TPUs power massive queries, why 2025 is the “Year of Inference,” and how startups can now build what once felt impossible. From real-time agents to exponential speed gains, this is a look inside the AI engine that’s rewriting the future.*Timestamps:(0:00) Jason introduces today’s guest Amin Vahdat(3:18) Data movement implications for founders and historical bandwidth perspective(5:29) The shift to inference and AI infrastructure trends in startups and enterprises(8:40) Evolution of productivity and potential of low-code/no-code development(11:20) AI infrastructure pricing, cost efficiency, and historical innovation(17:53) Google's TPU technology and infrastructure scale(23:21) Building AI agents for startup evaluation and supervised associate agents(26:08) Documenting decisions for AI learning and early AI agent development*Uncover more valuable insights from AI leaders in Google Cloud's 'Future of AI: Perspectives for Startups' report. Discover what 23 AI industry leaders think about the future of AI—and how it impacts your business. Read their perspectives here: https://goo.gle/futureofai*Check out all of the Startup Basics episodes here: https://thisweekinstartups.com/basicsCheck out Google Cloud: https://cloud.google.com/*Follow Amin:LinkedIn: https://www.linkedin.com/in/vahdat/?trk=public_post_feed-actor-name*Follow Jason:X: https://twitter.com/JasonLinkedIn: https://www.linkedin.com/in/jasoncalacanis*Follow 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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  27:34
• Bittensor’s Rise, Meta’s Llama Goes Cloud, & AI Now Writes Your Code | E2119

  Today’s show: Jason, Alex, Lon and Special Guest Mark Jeffrey of Hash Rate, cover the explosive rise of Bittensor, a decentralized AI compute network some are calling the “third great coin” after Bitcoin and Ethereum, explore Meta’s bold move to host its open-source LLaMA models via partnerships with Groq and Cerebras—potentially setting the stage for a future AWS competitor—and unpack shocking revelations from the Wall Street Journal about Meta AI chatbots engaging in inappropriate conversations with underage users. Plus, we explore how AI is now writing up to 30% of code at major tech firms like Google and Microsoft, signaling a radical shift in how software gets built.Timestamps:(0:00) Episode Teaser(1:28) Introduction to the episode and guests(2:31) Mark Jeffrey's involvement in crypto and Bittensor project(5:06) Bitcoin vs. Bittensor: Stability and efficiency(10:20) Hubspot for Startups - Visit hubspot.com/startups and join the founders who are turning growth challenges into opportunities.(15:16) Governance, staking, and starting a subnet in Bittensor(17:52) Exploring Ready.AI and its impact on the future of AI(20:08) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST(27:17) Trump's influence on crypto regulations and the stablecoin act(30:03) Oracle - Try OCI and save up to 50% on your cloud bill at https://w⁠⁠⁠⁠ww.oracle.com/twist(38:42) AI-driven VC outreach and Alexis Ohanian's advice on cold emailing(45:03) Introducing LayerNext with CEO Buddhika Madduma and customer onboarding challenges(49:04) Ikigai for startups and balancing bespoke work with scalable product development(55:38) Strategies for securing lighthouse customers and the 'bear hug' approach(56:43) Reddit rapid response: Debating the return to office for young professionals(1:04:05) Closing remarks and guest plugsSubscribe 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/v19fcpLinks from episode:Hash Rate Podcast: https://www.youtube.com/@markjeffreyLayerNext: https://www.layernext.ai/r/antiwork: https://www.reddit.com/r/antiwork/Follow Mark:X: https://x.com/markjeffreyLinkedIn: https://www.linkedin.com/in/markjeffrey/Follow 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:(10:20) Hubspot for Startups - Visit hubspot.com/startups and join the founders who are turning growth challenges into opportunities.(20:08) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST(30:03) Oracle - Try OCI and save up to 50% on your cloud bill at https://w⁠⁠⁠⁠ww.oracle.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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  1:04:49
• Meta’s Dangerous Chat, Protect AI & Founder Fridays Pitch Comp | E2118

  Today’s show: we break down the wild story behind Meta’s AI chatbots going completely off the rails — including a bombshell WSJ exposé about bots flirting with minors. Then they cover Palo Alto Networks’ huge $500M+ acquisition of Protect AI, and sit down with the founder of Formulate, who’s building a robotic kitchen for chemicals and cosmetics. Plus, we get into some spicy takes on the secret group chats shaping tech behind the scenes, whether AI can clean up bad code faster than humans, and a Founder Fridays Texas showdown between Osprey and Wispr.*Timestamps:(0:00) Jason kicks off the show.(1:45) Jason’s recent trip to Detroit.(7:47) The influence of group chats on tech, politics, and Trumpism(10:54) Northwest Registered Agent. Form your entire business identity in just 10 clicks and 10 minutes. Get more privacy, more options, and more done—visit northwestregisteredagent.com/twist today!(19:48) The importance of proactive communication in media(20:04) Fidelity Private Shares℠ - Visit ⁠ https://www.fidelityprivateshares.com! Mention our podcast and receive 20% off your first-year paid subscription.(21:44) Palo Alto Networks acquires Protect AI(28:57) ARX Robotics and the future of autonomous military platforms(29:31) Pilot - Visit https://www.pilot.com/twist and get $1,200 off your first year.(35:27) Sentra's $50M Series B in data security posture management(42:16) Lightrun's $70M Series B and venture capital trends(51:28) Meta's AI chatbots, ethical concerns, and Founder Friday competition(1:05:19) Formulate interview with Osmaan Shah(1:11:52) Scaling microfactories and the benefits of Formulate's platform(1:21:10) Business model and future of robotics in manufacturing(1:24:38) Potential applications in food and agriculture for Formulate Robotics*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/v19fcp*Links from episode:Check out Formulate Robotics: https://www.linkedin.com/company/formulaterobotics/posts/?feedView=allCheck out Protect AI: https://protectai.com/Check out Lightrun: https://lightrun.com/Check out Sentra: https://www.sentra.io/Check out the WSK article on Meta’s “Digital Companions”: https://www.wsj.com/tech/ai/meta-ai-chatbots-sex-a25311bf?st=6jzH4S&reflink=desktopwebshare_permalinkCheck out ARX Robotics: https://www.arx-robotics.com/*Follow Osmaan:LinkedIn: https://www.linkedin.com/in/osmaanshah/X: https://x.com/osmaanshah*Follow Lon:X: https://x.com/lons*Follow Alex:X: https://x.com/alexLinkedIn: ⁠https://www.linkedin.com/in/alexwilhelm*Follow Jason:X: https://twitter.com/JasonLinkedIn: https://www.linkedin.com/in/jasoncalacanis*Thank you to our partners:(10:54) Northwest Registered Agent. Form your entire business identity in just 10 clicks and 10 minutes. Get more privacy, more options, and more done—visit northwestregisteredagent.com/twist today!(20:04) Fidelity Private Shares℠ - Visit https://www.fidelityprivateshares.com! Mention our podcast and receive 20% off your first-year paid subscription.(29:31) Pilot - Visit https://www.pilot.com/twist and get $1,200 off your first year.*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/TWiStartupsYouTube: https://www.youtube.com/thisweekinInstagram: https://www.instagram.com/thisweekinstartupsTikTok: https://www.tiktok.com/@thisweekinstartupsSubstack: https://twistartups.substack.com*Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916

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  1:26:49

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