Jason Calacanis covers startups, tech, markets, media, and all the hottest topics in business and technology. He also interviews the world’s greatest founders, ...
TWiST News: Netflix Goes Live, The FCC Revamp, Free Speech, and Regulatory Shifts | E2046
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Todays show:
Alex Wilhelm joins Jason to discuss Netflix's 'fight' night, exploring content rights, media models, and the fragmentation of sports. They then covered Brendan Carr's promotion to FCC chair, a win for satellite Internet but raising concerns about business interference. The conversation shifted to global social media regulation before examining the tech community's excitement about Emil Michael potentially leading the Department of Transportation.
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Timestamps:
(0:00) Jason and Alex kick off the show
(1:14) Netflix's live event issues and potential in sports streaming
(6:28) The growing intersection of professional wrestling, sports betting, and viewership
(10:03) Evolving business models in streaming: Advertising vs. subscription
(11:55) Coda - Get a $1,000 startup credit at https://coda.io/twist
(13:49) The future landscape of sports streaming rights and network deals
(17:17) Maintaining editorial independence in media companies
(20:24) Analyzing NFL viewership trends and their influence on television
(21:11) Netflix's content strategy and Amazon Prime's new ad policies
(23:10) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
(24:39) AI, monetization, and the move towards ad-free experiences
(27:49) Exploring the viability of Netflix hosting pay-per-view events
(33:52) Brendan Carr's FCC chairmanship and the future of rural broadband
(38:22) The role of the free market in social media platform regulations
(32:21) Kyte - Download the Kyte app today and use code JASON to save 10%
on your first rental.
(45:02) Political shifts and their impact on tech and social media
(49:50) TikTok's regulatory challenges and UK censorship laws
(1:03:11) Emil Michael's potential cabinet position and government efficiency
(1:12:26) Strategies for balancing the federal budget and reducing national debt
(1:16:19) ByteDance's valuation amidst US restrictions
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Mentioned on the show:
https://www.usatoday.com/story/sports/boxing/2024/11/15/mike-tyson-jake-paul-netflix-issues-buffering-reactions/76343456007
https://www.cnn.com/2024/11/18/media/brendan-carr-trump-fcc-nominee-project-2025/index.html
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Follow Alex:
X: https://x.com/alex
LinkedIn: https://www.linkedin.com/in/alexwilhelm
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X: https://twitter.com/Jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
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Thank you to our partners:
(11:55) Coda - Get a $1,000 startup credit at https://coda.io/twist
(23:10) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
(32:21) Kyte - Download the Kyte app today and use code JASON to save 10%
on your first rental.
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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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Check out Jason’s suite of newsletters: https://substack.com/@calacanis
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Substack: https://twistartups.substack.com
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1:19:46
Misaligned Incentives Between GPs and Founders with Altimeter's Jamin Ball | E2045
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Todays show:
Altimeter's Jamin Ball joins Alex Wilhelm to discuss VC-founder dynamics, fund returns, rapid fundraising, and its impact on M&A. They cover public vs. private valuations, startup liquidity, AI's influence, SaaS trends, and Jamin’s outlook on IPOs and exits.
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Timestamps:
(0:00) Jamin joins Alex to kick off the show
(6:30) Alignment of incentives between VCs and founders
(10:25) LinkedIn Jobs - Post your first job for free at https://www.linkedin.com/twist
(11:54) Venture capital allocation demand and its impact
(15:55) Comparison of returns between small and large venture funds
(21:54) Beehiiv - Get 30 days free and 20% off your first 3 months at https://www.beehiiv.com/twist
(23:23) Power laws in startups and venture capital's impact
(24:19) Effects of rapid fundraising cycles on founders
(31:33) CLA - Get started with CLA's CPAs, consultants, and wealth advisors now at https://claconnect.com/tech
(32:59) Raising large rounds and long-term commitments
(35:15) Venture capital's influence on startup M&A activity
(37:38) Public vs private market valuation disparities
(39:24) Future of startup liquidity and exit scenarios
(46:06) Proposals for realigning venture capital funds and founder incentives
(47:41) Impact of AI on startup growth and venture capital
(52:20) SaaS multiples and cloud software market analysis
(57:43) Software spending trends and startup optimism for 2024
(1:00:15) Procurement scrutiny in startup budgets and market differentiation
(1:01:17) Promising companies and Jamin Ball's investment outlook
(1:01:28) Expectations for IPOs and startup exits in the coming year
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Mentioned on the show:
Join Jamin’s substack here: https://cloudedjudgement.substack.com/
Jamin’s article: https://cloudedjudgement.substack.com/p/clouded-judgement-102524-misaligned
Check out Altimeter: https://www.altimeter.com/home
Follow Bill Gurlery on X: https://x.com/bgurley
Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.com
Check out the TWIST500: https://www.twist500.com
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Follow Jamin:
X: https://x.com/jaminball
LinkedIn: https://www.linkedin.com/in/jamin-ball-49366137
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Follow Alex:
X: https://x.com/alex
LinkedIn: https://www.linkedin.com/in/alexwilhelm
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X: https://twitter.com/Jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
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Thank you to our partners:
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(21:54) Beehiiv - Get 30 days free and 20% off your first 3 months at https://www.beehiiv.com/twist
(31:33) CLA - Get started with CLA's CPAs, consultants, and wealth advisors now at https://claconnect.com/tech
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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
*
Check out Jason’s suite of newsletters: https://substack.com/@calacanis
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Substack: https://twistartups.substack.com
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1:01:39
TWiST News: Face Robots, Solar's Growth, The Polymarket Mess, and YC's Latest Call for Startups | E2044
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Todays show:
Jason and Alex host Phil Deutch, CEO of NGP Energy Tech Partners, to discuss solar power’s potential in the energy crunch fueled by data center growth. They then explored the FBI's raid on Polymarket’s CEO, and wrapped up with Y Combinator’s latest startup requests, including Alex’s space venture dreams and Jason’s interest in AI-proof jobs.
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Timestamps:
(0:00) Jason and Alex kick off the show
(1:09) Robotic demo from Columbia University and the future of human interaction
(3:09) Population declines and changing societal norms
(5:38) NGP Energy Technology Partners’ Phil Deutch joins the show
(6:28) Fundrise - Sign up today at https://www.fundrise.com/TWIST
(8:02) Global Solar Energy Trends and Impact of Regulations
(17:27) Historical Energy Fears and Future Energy Predictions
(21:39) OpenPhone - Get 20% off your first six months at https://www.openphone.com/twist
(22:40) Nuclear energy in the United States and data center demand
(30:07) The impact of energy on geopolitics
(34:48) Historical energy crises and solutions
(37:38) Linear - Streamline issues, projects, and product roadmaps in a tool your team will actually enjoy using. Get 25% off at https://www.linear.app/twist
(38:35) EV tax credits, political implications, and air pollution statistics
(50:14) The Polymarket mess and prediction market regulation
(1:09:55) Y Combinator's latest startup requests
(1:13:05) Stablecoins, government software, and public safety technology
(1:22:26) Gig economy and AI's impact on platforms like Fiverr and Uber
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Mentioned on the show:
https://www.theguardian.com/environment/commentisfree/2024/oct/01/amid-australias-chaotic-climate-politics-the-rooftop-solar-boom-is-an-unlikely-triumph
https://www.nytimes.com/2024/11/13/technology/polymarket-shayne-coplan-fbi-search.html
https://berkeleyearth.org/air-pollution-and-cigarette-equivalence
Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.com
Check out the TWIST500: https://www.twist500.com
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Follow Phil:
X: https://x.com/pdeutch
LinkedIn: https://www.linkedin.com/in/philip-deutch-21a76a6
*
Follow Alex:
X: https://x.com/alex
LinkedIn: https://www.linkedin.com/in/alexwilhelm
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Follow Jason:
X: https://twitter.com/Jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
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Thank you to our partners:
(6:28) Fundrise - Sign up today at https://www.fundrise.com/TWIST
(21:39) OpenPhone - Get 20% off your first six months at https://www.openphone.com/twist
(37:38) Linear - Streamline issues, projects, and product roadmaps in a tool your team will actually enjoy using. Get 25% off at https://www.linear.app/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
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Follow TWiST:
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Substack: https://twistartups.substack.com
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Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916
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1:33:18
TWiST News: Underwater Drones, Robot Swarms, and Klarna's Going Public | E2043
This Week in Startups is brought to you by…
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Timestamps:
(0:00) Jason and Alex kick off the show
(2:40) VATN Systems’ Nelson Mills joins the show
(4:01) The Torsk and its applications, focusing on defense and cost efficiency
(7:23) Product velocity, military drone usage, and vehicle speed and depth capabilities
(10:48) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST
(12:01) Discussion on Chinese navy, US shipbuilding, and Rhode Island's manufacturing capabilities
(15:45) Climate for raising money in defense tech and competition in global politics
(21:04) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
(22:33) Underwater drone technologies: Autonomy, swarming, communication challenges, and battery life
(28:32) Defense technology importance and peace through strength
(29:17) Sprig - Visit https://www.sprig.com/twist to book a demo and get a $75 gift card.
(35:00) LG's new stretchable screen technology and Deep Robotics' quadruped robot
(45:19) Robotics in warfare, cybersecurity, and civilian impact
(48:50) Autonomous surgical robots and science fiction predictions in AI
(54:14) Fintech market insights: Klarna's IPO and political climate effects on valuations
(1:00:18) Unicorn IPO challenges and influencing in the crypto market
(1:03:08) Comparison of the current market to previous manias and government efficiency
(1:08:42) Impact of AI on job market, economy, and autonomous trucking
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Check out the TWIST500: https://www.twist500.com
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Mentioned on the show:
https://x.com/DeepRobotics_CN/status/1856601226357387396
https://hub.jhu.edu/2024/11/11/surgery-robots-trained-with-videos
https://www.klarna.com/international/press/klarna-announces-confidential-submission-of-draft-registration-statement-to-sec-for-proposed-initial-public-offering
https://www.paymentsdive.com/news/klarna-adds-savings-accounts-competing-banking-business/724369
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Follow Nelson:
X: https://x.com/nelson_mills_
LinkedIn: https://www.linkedin.com/in/millsn
Website: https://www.vatnsystems.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:
(10:48) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST
(21:04) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
(29:17) Sprig - Visit https://www.sprig.com/twist to book a demo and get a $75 gift card.
*
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
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Substack: https://twistartups.substack.com
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Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916
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1:14:35
TWiST News: Serve Robotics, High Skill Immigration, and the Trump Trade | E2042
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Todays show:
Alex Wilhelm joins Jason to discuss Serve Robotics’ self-driving robots, delivery economics, and building while public with CEO Ali Kashani. Then, the pair dug into high-skill immigration under the upcoming administration and massive price gains in stocks and crypto assets. Alex wondered if the stock market isn't overvalued, full-stop, but both hosts agreed that enthusiasm is hot heading into the new year.
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Timestamps:
(0:00) Jason and Alex kick off the show
(7:27) Serve Robotics' Ali Kashani joins to discuss Serve's latest developments
(10:38) Beehiiv - Get 30 days free and 20% off your first 3 months at https://www.beehiiv.com/twist
(12:37) Expansion challenges and navigating regulations
(20:42) Vanta - Get $1000 off your SOC 2 at https://www.vanta.com/twist
(22:19) Business model, future plans, and partnerships
(29:14) Cloud Devs - Visit https://www.clouddevs.com/twist for an unbeatable offer on hiring elite Latam talent today.
(30:41) Coopetition in the robotics and delivery space
(35:16) Autonomous deliveries forecast for 2030
(49:17) High skill immigration and global talent competition
(54:19) Leadership styles and labor market shifts
(1:07:16) Government's stance on cryptocurrency
(1:13:25) Blockchain innovation and tokenizing venture capital
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Check out the TWIST500: https://www.twist500.com
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Mentioned on the show:
https://investors.serverobotics.com/static-files/96eeebc1-712f-46fe-9aee-c1242bddea38
https://www.vebulabs.com/autocado
https://a16zcrypto.com/posts/article/a-positive-path-forward
https://www.longtermtrends.net/market-cap-to-gdp-the-buffett-indicator
https://www.npr.org/2024/11/11/nx-s1-5186522/tom-homan-border-czar-trump
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Follow Ali:
X: https://x.com/ahkashani
Linkedin: https://www.linkedin.com/in/alikashani
Website: https://www.serverobotics.com
*
Follow Jason:
X: https://twitter.com/Jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
*
Follow Alex:
X: https://x.com/alex
LinkedIn: https://www.linkedin.com/in/alexwilhelm
*
Thank you to our partners:
(10:38) Beehiiv - Get 30 days free and 20% off your first 3 months at https://www.beehiiv.com/twist
(20:42) Vanta - Get $1000 off your SOC 2 at https://www.vanta.com/twist
(29:14) Cloud Devs - Visit https://www.clouddevs.com/twist for an unbeatable offer on hiring elite Latam talent 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:
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YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
Substack: https://twistartups.substack.com
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Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916
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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