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2026/10/22
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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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We asked 3 VCs: would you invest in Elizabeth Holmes’ next startup? | E2353
2026/10/22
This Week In Startups is made possible by:
DigitalOcean - 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%
Odoo: The all-in-one business platform. Your first app is free! Get started today at https://odoo.com/twist
Thanks to our partners at Rippling! Head to https://rippling.ai/twist and get the only AI built to give you full visibility across your startup and take complex actions across your entire business.
Plaud: If your work depends on conversations — interviews, meetings, calls — you need a Plaud NotePin S. You can check it out at https://plaud.ai/twist and use code TWIST for 10% off!
Today’s show:
Elizabeth Holmes remains in prison for defrauding Theranos investors, even as she stars in the hit Nathan Fielder/Lance Oppenheim documentary “You Can See Everything.” But we’re asking the real question: After all the very public accusations… the hit pieces in the press and the Hulu drama series picking apart the scandal… would tech investors and VCs be willing to back her NEXT startup, if the numbers were right?
On today’s TWiST roundtable, Jason Calacanis is joined by Sam Lessin (Slow Ventures), Paige Finn Doherty (Behind Genius Ventures), and Jenny Fielding (Everywhere Ventures). In addition to reviews of the movie tech insiders can’t stop talking about, they cover why every seed portfolio needs a little bit of fraud, how diligence scales with check size, having trademark rights to your own voice, and the pro rata rights debate that’s still raging over Valar Atomics’ lawsuit with seed investors Day One Ventures.
Guests
Sam Lessin on X: https://x.com/lessin
Slow Ventures: https://slow.co/
Paige Finn Doherty on X: https://x.com/paigefinnn
Behind Genius Ventures: https://www.behindgeniusventures.com/
Jenny Fielding on X: https://x.com/jefielding
Everywhere Ventures: https://www.everywhere.vc/
Relevant Links
OpenSnow: https://opensnow.com/
“You Can See Everything” trailer: https://www.youtube.com/watch?v=HvW_N5p1q44
HBO Max “The Rehearsal” trailer: https://www.youtube.com/watch?v=2fjPFt8cpic
Elizabeth Holmes moves to halfway house in 2027 (ABC7): https://abc7.com/story/elizabeth-holmes-scheduled-move-halfway-house-august-2027/19862832/
Billy Evans’ blood-testing startup Haemanthus (TechCrunch): https://techcrunch.com/2025/05/10/elizabeth-holmes-partner-reportedly-fundraising-for-new-blood-testing-startup/
Polymarket: Oscars 2027 Best Picture: https://polymarket.com/event/oscars-2027-best-picture-winner-20260727173620857
Kalshi: Oscars 2027 Best Documentary: https://kalshi.com/markets/kxoscardocu/event/kxoscardocu-27
Charlie Javice sentenced to 7 years (NBC News): https://www.nbcnews.com/business/business-news/charlie-javice-sentenced-7-years-prison-fraudulent-175m-sale-financial-rcna234536
Trump pardons Nikola founder Trevor Milton (Axios): https://www.axios.com/2025/03/28/trump-pardons-nikola-founder-trevor-milton
Sequoia writes its FTX stake down to zero (Fortune): https://fortune.com/2022/11/10/ftx-sam-bankman-fried-sequoia-writes-down-214-million-investment-to-zero-venture-capital-crypto
Who lost money on Theranos? (Fortune): https://fortune.com/2018/05/04/theranos-investment-lost
“Barbarians at the Gate” on Amazon: https://www.amazon.com/Barbarians-Gate-Fall-RJR-Nabisco/dp/B08YP9MDHX
a16z backs Adam Neumann’s Flow (Commercial Observer): https://commercialobserver.com/2022/08/adam-neumann-350m-backing-andreessen-horowitz/
Martin Shkreli lifetime pharma ban (FTC): https://www.ftc.gov/news-events/news/press-releases/2022/01/statement-chair-lina-m-khan-ruling-judge-denise-l-cote-federal-trade-commission-et-al-v-vyera
Isaia Taylor post announcing Valar suit: https://x.com/isaiah_p_taylor/status/2108679133467414855
Day One Ventures response: https://x.com/mashadrokova/status/2108732979191390528
ElevenLabs Iconic Marketplace: https://elevenlabs.io/iconic-marketplace
Apple Corps vs. Apple Computer, a history (MacTech): https://www.mactech.com/2004/04/09/a-history-of-the-apple-vs-apple-dispute
Cameo for Business: https://www.cameo.com/business
Nox Metals: https://noxmetals.co
Electric Plant Company: https://www.electricplant.co/
Ablieration: https://abliteration.ai/
Timestamps:
0:00 Our new “This Week in VC” newsletter
2:15 Panel intro: Sam Lessin, Paige Doherty, Jenny Fielding
8:09 Why gambling loses appeal for VCs
11:02 Plaud: If your work depends on conversations - interviews, meetings, calls - you need a Plaud NotePin S. You can check it out at https://plaud.ai/twist and use code TWIST for 10% off!
16:18 DigitalOcean - 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%
17:35 Best moments from “You Can See Everything”
21:42 Unreliable narrators and unknowable situations
24:41 Living in a post-truth moment
30:02 Due diligence horror stories
32:45 Odoo: The all-in-one business platform. Your first app is free! Get started today at https://odoo.com/twist
34:50 The VCs remember their fraud investments
38:39 How LAUNCH trains founders to prep for diligence
44:31 How Elizabeth Holmes kept raising money
54:54 Would you invest in an Elizabeth Holmes company?
57:27 Thanks to our partners at Rippling! Head to https://rippling.ai/twist and get the only AI built to give you full visibility across your startup and take complex actions across your entire business.
1:02:28 Why seed funds need pro rata rights
1:09:02 When “founder friendly” means rolling over
1:16:25 The three investor relationships: team, founders, LPs
1:21:02 ElevenLabs “Archer” voice controversy
1:27:16 How NIL deals reshaped college sports
1:33:54 Cameo for Business and long-tail celeb endorsements
1:35:51 Portfolio company shoutouts
Subscribe to our newsletters on Substack:
TWiST: https://twistartups.substack.com/
TWiAI: https://www.thisweekinai.ai/
TWiVC: https://thisweekinvc.substack.com/
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
Follow Lon:
X: https://x.com/lons
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
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
Anthropic Gives Away 5% of Its Shares, Clone’s Muscle Robot, ElevenLabs Steals Podcaster's Voice
2026/10/20
This Week In Startups is made possible by:
Plaud: https://plaud.ai/twist
Northwest Registered Agent: https://www.northwestregisteredagent.com/twistdomain
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Rippling: https://rippling.ai/twist
Today’s show:
Jason can’t stop praising Nathan Fielder’s new A24 hybrid documentary about Elizabeth Holmes and Theranos, “You Can See Everything,” and he’s insisting that Lon check it out before the next podcast. Hear his spoiler-free review, how the film upended his expectations based on Fielder’s previous work, and why Lon also recommends Lance Oppenheim’s HBO Max series “Ren Faire.”
Plus, we’re talking to Clone Robotics co-founder and CEO Dhanush Radhakrishnan about why he thinks robots should not just be humanoid but should look and move precisely like humans. We’re digging deep into how his hydraulic myofiber artificial muscle technology alters and even improves on the pulley-based systems being deployed by competitors, why he thinks the models that power domestic helper-bots will be commoditized, and how quickly he thinks he can put a robo-butler in every American home.
Plus we’re comparing the potential impact of Anthropic’s new Public Benefit Fund vs. Elon Musk’s plan to give every baby a share of SpaceX, and re-considering simulation theory after Odyssey dropped an artificial fruit fly brain into an artificial landscape.
Guest
Dhanush Radhakrishnan on X: https://x.com/dhanushisrad
Clone Robotics: https://clonerobotics.com/
Related Links
“You Can See Everything” trailer: https://www.youtube.com/watch?v=HvW_N5p1q44
“You Can See Everything” on Rotten Tomatoes: https://www.rottentomatoes.com/m/you_can_see_everything
John Carreyrou’s Theranos investigation (Wall Street Journal): https://www.wsj.com/articles/theranos-has-struggled-with-blood-tests-1444881901
“Ren Faire” HBO Max trailer: https://www.youtube.com/watch?v=CHZUVTrrexE
“Nathan for You”: Smokers Allowed clip (Comedy Central): https://www.youtube.com/watch?v=HttB2fYAm-8
Anthropic: Investing in the Public Benefit: https://www.anthropic.com/news/public-benefit-fund
Elon Musk SpaceX pledge: https://x.com/elonmusk/status/2112089556615123114
Dell’s $6.25B Invest America commitment: https://www.onedell.com/investamerica/
Odyssey Fly Simulation X post: https://x.com/odysseyml/status/2111589148146749616
Chris Williamson: “The ElevenLabs Situation is Crazy”: https://www.youtube.com/watch?v=lxDNHLgWInU
ElevenLabs’ Legendary Voices marketplace: https://elevenlabs.io/iconic-marketplace
TWiST newsletter on Substack: https://twistartups.substack.com/
LAUNCH Careers page: https://careers.launch.co/
Timestamps:
00:00 Intro
00:10 Plaud - If your work depends on conversations - interviews, meetings, calls - you need a Plaud NotePin S. You can check it out at https://plaud.ai/twist and use code TWIST for 10% off!
03:18 Jason's "You Can See Everything" reaction
14:37 Northwest Registered Agent - Got a new business idea? Northwest Registered Agent helps you bring it to life. Get a free domain, email, phone number, and more - with no purchase required! Learn more at https://www.northwestregisteredagent.com/twistdomain
15:27 What films max out RT's critic and audience scores
20:08 Anthropic commits 5% equity to Public Benefit Fund
24:28 Would equity change how Americans feel about AI?
27:08 Vanta - Get $1000 off your SOC 2 at https://www.vanta.com/twist
38:38 Rippling - Thanks to our partners at Rippling! Head to https://rippling.ai/twist and get the only AI built to give you full visibility across your startup and take complex actions across your entire business.
39:48 Dhanush from Clone Robotics joins the show
42:43 How hydraulic muscle technology actually works
54:55 When can we have our robot butlers please?
56:55 Where will Clone get its robot brains?
1:12:17 Odyssey trapped a fake fly brain in a simulated environment
1:23:09 Did ElevenLabs steal a podcaster's voice?
1:30:13 Check us out on Substack!
Subscribe to our newsletters on Substack:
TWiST: https://twistartups.substack.com/
TWiAI: https://www.thisweekinai.ai/
TWiVC: https://thisweekinvc.substack.com/
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
Follow Lon:
X: https://x.com/lons
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
Follow TWiST:
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekinstartups
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
Substack: https://twistartups.substack.com
Flying Cars, OpenAI Spies, Why AI Isn’t Sticking (Superhuman CEO)
2026/10/17
This Week In Startups is made possible by:
Lightfield: https://lightfield.app
Every.io: https://every.io/
PayPal: https://paypal.com/business
Plaud: https://plaud.ai/twist
GoDaddy: https://www.godaddy.com/
Today’s show:
Today’s college grads are showing up to work at Jason’s company unable to write three sentences. He’s asking what Shishir Mehrotra of Superhuman, the company behind Grammarly, can do to fix that.
Shishir delves into Superhuman’s reasons for acquiring GPTZero, the most popular AI detector, and the AI notetaker Fathom, and the spreadsheet startup Rows. Plus, how Shishir responds to accusations that Grammarly helps students cheat in the classroom, why writers should disclose when they’re collaborating with an LLM, and Jason's CEO wish list for fresh Grammarly features.
In the news, Tesla demoed its long-awaited Roadster, which used SpaceX thrusters to do some flips and propel itself over five other Teslas… And OpenAI warned staffers that spies may be trying to seduce them in order to steal company secrets… And the shutdown of Character AI prompts Jason to declare: “AI relationships are evil.”
Guests:
Shishir Mehrotra on X: https://x.com/shishirmehrotra Superhuman: https://superhuman.com
Relevant Links:
Rows, the spreadsheet startup Superhuman bought, announces the deal → https://rows.com/blog/post/rows-is-joining-superhuman
Superhuman to acquire GPTZero (Business Wire) → https://www.businesswire.com/news/home/20260623083788/en/Superhuman-to-Acquire-GPTZero-AI-Authenticity-Platform
Is the Internet AI, GPTZero's live tracker of AI content on Reddit, LinkedIn and X → https://istheinternetai.com
GPTZero AI Vision, the extension that flags AI posts as you browse → https://gptzero.me/ai-vision
Superhuman acquires YC-backed notetaker Fathom (TechCrunch) → https://techcrunch.com/2026/09/14/superhuman-acquires-yc-backed-notetaker-fathom-as-productivity-platforms-push-for-agentic-work/
Grammarly Authorship, which shows how much of your writing came from AI → https://www.grammarly.com/authorship
GPTZero Authorship and Writing Replay → https://gptzero.me/authorship
Stanley Druckenmiller says his WSJ op-ed was written with AI (NOTUS) → https://www.notus.org/media/stanley-druckenmillers-wsj-op-ed-bessent-ai
Superhuman Go, the AI assistant that works wherever you type → https://superhuman.com/go
Tesla reveals its new Roadster with SpaceX thrusters (TechCrunch) → https://techcrunch.com/2026/10/15/tesla-reveals-spacex-powered-roadster-that-flies-and-falls-with-style/
OpenAI employee arrested over a hidden listening device in an executive conference room (NBC News) → https://www.nbcnews.com/tech/tech-news/openai-employee-arrested-hidden-listening-device-company-says-rcna603262
Eight states sue OpenAI over ChatGPT's alleged harm to kids (NBC News) → https://www.nbcnews.com/tech/tech-news/openai-sued-eight-states-alleged-harm-chatgpt-rcna603614
Timestamps:
00:00:00 Intro
00:07:14 GPTZero and the fight over what's human
00:09:27 How much of Reddit, LinkedIn and X is AI
00:10:56 Fathom and the 90% of work that's spoken
00:12:05 Lightfield - Name one person who's ever enjoyed updating a CRM. Exactly. Lightfield's AI agent does it for you - it even prospects and books your meetings. Used by thousands of startups. Free at https://lightfield.app/
00:16:27 Why Jason says every employee should use Grammarly
00:18:04 How to test whether new hires can actually write
00:22:08 Every - For all of your incorporation, banking, payroll, benefits, accounting, taxes or other back-office administration needs, visit https://every.io/.
00:24:22 Grammarly Authorship and proving the work is yours
00:25:53 How accurate are AI detectors
00:30:36 Jason wants AI writing flagged by default
00:32:34 Enforcing Grammarly and Go across a whole team
00:36:45 PayPal - PayPal is built for all businesses. Get started at https://paypal.com/business
00:37:28 Assist, chat and do, three kinds of AI agents
00:41:06 Jason's feedback on the Grammarly keyboard
01:13:27 Tesla demos the Roadster on SpaceX thrusters
01:21:20 OpenAI engineer charged with bugging an executive conference room
01:21:43 Why OpenAI warned employees about foreign spies
01:27:57 Eight states sue OpenAI over harm to kids
Subscribe to our newsletters on Substack:
TWiST: https://twistartups.substack.com/
TWiAI: https://www.thisweekinai.ai/
TWiVC: https://thisweekinvc.substack.com/
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
Follow Lon:
X: https://x.com/lons
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
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
The Ex-DeepMind Researcher Taking On China’s Open Source AI
2026/10/15
This Week In Startups is made possible by:
Paper: https://getpaper.ai/twist
Superhuman: https://superhuman.com/
Odoo: https://Odoo.com/twist
Today’s show:
Misha Laskin of Reflection AI joins Jason to explain why big companies are done renting their AI from closed labs. Enterprises want to keep their data, cut their costs, and tune their models to their unique businesses.
Reflection is launching its first open-weight model, Beam, just three months after acquiring its first big cluster. Misha admits that Beam trails the best Chinese open models by a couple of months, and needs 3 to 4 times fewer tokens to reach the same answer, but nonetheless, the race is on.
PLUS, Misha explains how “reward hacking” led that rogue OpenAI model to break out of its test sandbox and steal the answers from Hugging Face's servers. The model solved the problem, just not the way anyone intended.
There’s simply no way a few hundred safety researchers at closed labs can catch every flaw; open source is how software has always been made secure. It's also why he wants America to lead in open models again.
So how close is America to catching up to the Chinese open source leaders? Watch this brand new TWiST and find out.
Guests:
Misha Laskin on X: https://x.com/MishaLaskin
Reflection AI: https://reflection.ai/
Relevant Links:
Introducing Beam, Reflection's first open model (Reflection AI) → https://reflection.ai/blog/introducing-beam
Reflection AI unveils Beam as an open answer to Chinese labs (Semafor) → https://www.semafor.com/article/10/05/2026/reflection-ai-unveils-an-open-source-answer-to-chinese-labs
Cursor's Composer 2 coding model, built on an open model (VentureBeat) → https://venturebeat.com/technology/cursors-new-coding-model-composer-2-is-here-it-beats-claude-opus-4-6-but
micro1 passes $1 billion annual run rate, mentioned by Jason → https://www.einnews.com/pr_news/949082966/micro1-end-of-q3-update
Hackers heat French supermarket fridges, sparking fires and spoiling food (CNN) → https://www.cnn.com/2026/10/12/europe/france-supermarket-cyberattack-fridges-intl
Hugging Face postmortem on the OpenAI agent that broke out of its sandbox → https://huggingface.co/blog/agent-intrusion-technical-timeline
NVIDIA OpenShell, an open-source sandbox for AI agents → https://docs.nvidia.com/openshell/latest/about/overview.html
Timestamps:
00:00:00 Why companies are switching from renting AI to owning it
00:09:10 How Reflection sells the whole AI stack
00:10:24 Paper is the legal backbone for thousands of startup founders and fund managers - including Launch. Use getpaper.ai/twist to get your cap table free for a year - or two years if you're leaving Carta.
00:11:28 Who is moving AI onto their own servers
00:14:37 What it took to train Beam
00:20:26 Superhuman Go is an AI chat that's always there when you need it, already aware of what you're doing, and doesn't ask you to start from zero. Sign up to get the best in AI at https://superhuman.com/
00:21:29 How reinforcement learning tasks get built
00:26:41 Hackers heat French supermarket fridges
00:29:07 The AI that broke out of its sandbox to cheat
00:31:05 The all-in-one business platform. Your first app is free! Get started today at https://Odoo.com/twist
00:33:10 Why open source makes software safer
00:38:13 The encryption fight and Tim Cook's stand
00:42:53 Why China raced ahead in open models
00:47:35 How Beam stacks up against Chinese models
00:50:21 When American open models catch up
00:58:39 Staying independent
Subscribe to our newsletters on Substack:
TWiST: https://twistartups.substack.com/
TWiAI: https://www.thisweekinai.ai/
TWiVC: https://thisweekinvc.substack.com/
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
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
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
The Gadget That's Better in Crowds Than Your Phone + Ring’s Founder Before Amazon Bought It | E2349
2026/10/12
This Week In Startups is made possible by:
Plaud: https://plaud.ai/twist
Northwest Registered Agent: https://www.northwestregisteredagent.com/twistdomain
NetSuite: https://netsuite.ai/twist
The Conservation Fund: https://conservationfund.org
Today’s show:
At packed concerts, festivals, and stadiums, your phone gets WORSE with every person who shows up. Totem gets better.
Carter Fowler of Totem joins Alex to explain how his screen-free compass points you straight to your friends without relying on cell towers. Find out why Carter says Apple will never ship this in an iPhone, and why kids, ski patrols, and blind users have become some of his most loyal fans.
PLUS, Lon and Alex dig into the archives for Jason's 2017 CES interview with Ring founder Jamie Siminoff, a year before Amazon bought the company. Jamie explains how a doorbell he couldn't hear in his garage became Ring, and why a strong mission is "cheating" when it comes to keeping a team focused. Then he tells Jason he wants to take Ring public, not sell it. Ironic because about a year later, Amazon bought it. And get ready for some hot takes on neighborhood license-plate cameras, years before the anti-Flock backlash.
Guests:
Carter Fowler on X: https://x.com/Carter_S_Fowler
Totem: https://totemlabs.com
Jamie Siminoff on X: https://x.com/JamieSiminoff
Ring: https://ring.com
Relevant Links:
Totem Compass, the offline friend-finding compass → https://totemlabs.com
Totem closes its $1.3M pre-seed round (Business Wire) → https://www.businesswire.com/news/home/20250212385814/en/Totem-Closes-%241.3M-in-Pre-Seed-Funding-to-Scale-Operations-for-Explosive-Demand
Totem's community crowdfunding round → https://wefunder.com/totemlabs
Totem's record Lost Lands deployment last year (Business Wire) → https://www.businesswire.com/news/home/20251009622355/en
The Innovator's Dilemma by Clayton Christensen, mentioned by Alex → https://www.amazon.com/dp/1633691780
Original TWiST Interview with Jamie from 2017 — https://www.youtube.com/watch?v=puP_D3k7vVI
Amazon officially closes its Ring acquisition in 2018 (TechCrunch) → https://techcrunch.com/2018/04/12/amazon-officially-owns-ring-so-lets-talk-product-integration/
Ring calls off its Flock Safety partnership after the Super Bowl ad backlash (Engadget) → https://engadget.com/home/ring-calls-off-partnership-with-police-surveillance-provider-flock-safety-031717605.html
Flock Safety plans to cut about 18% of its staff (Reuters via The Star) → https://www.thestar.com.my/tech/tech-news/2026/10/09/exclusive-ai-surveillance-startup-flock-safety-to-cut-several-hundred-jobs-amid-backlash-sources-say
Timestamps:
00:00:00 Totem, an offline compass for finding friends at festivals
00:00:31 Plaud: If your work depends on conversations - interviews, meetings, calls - you need a Plaud NotePin S. You can check it out at https://Plaud.ai/twist and use code TWIST for 10% off!
00:04:27 Why phones fail in big crowds
00:06:42 How more devices make the mesh network stronger
00:09:07 Why Totem beats phone GPS in a crowd
00:11:40 Got a new business idea? Northwest Registered Agent helps you bring it to life. Get a free domain, email, phone number, and more - with no purchase required! - Learn more at https://www.northwestregisteredagent.com/twistdomain
00:13:34 Why Apple won't build this into the iPhone
00:18:10 Raising money for hardware in an AI world
00:22:10 NetSuite: For the first time ever, you can try NetSuite Next for free. If your revenues are at least in the seven figures, go to https://netsuite.ai/twist
00:23:08 Turning crowd movement into a predictive model
00:28:04 Rentals, kids and accessibility use cases
00:32:22 The Conservation Fund: Find out more about how The Conservation Fund is protecting land, wildlife, and our shared access to the great outdoors while also providing economic opportunities. Visit https://conservationfund.org.
00:35:47 Mesh networks on the front lines in Ukraine
00:38:01 Flashback to Jason and Ring's Jamie Siminoff at CES 2017
00:41:44 Roasting Jamie's earlier startups
00:48:26 How a doorbell in the garage became Ring
00:53:34 Why you should always bet on your friends
01:02:21 Why a strong mission is cheating
01:07:45 Selling to Amazon versus going public
01:12:09 License plate readers and the Flock backlash
Subscribe to our newsletters on Substack:
TWiST: https://twistartups.substack.com/
TWiAI: https://www.thisweekinai.ai/
TWiVC: https://thisweekinvc.substack.com/
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Jason Reacts To Japanese Founder Pitches + Fireside Chat With Yuki Shirato
2026/10/10
This Week In Startups is made possible by:
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Today’s show:
AssetHub built an AI agent that recreates licensed characters in 3D while respecting copyright rules... But Jason says he needs to think BIGGER. 11 founders pitched their companies to Jason and Yuki Shirato of Techstars Tokyo at our Osaka event this week, and neither investor held back.
Find out why Jason says Seekr feels more like a vitamin than a painkiller, and needs to ditch the press mentions from their deck. Plus, a vital lesson for founders: if everyone already knows about the problem you're solving, investors expect a tight solution and business plan. Truly novel business ideas get more leeway. Japan's startup community is booming, with many recent grads bailing on lifelong gigs at major corporations to start companies. But here's why Yuki says the fear of failure is still holding back progress.
Guests:
Yuki Shirato on LinkedIn: https://www.linkedin.com/in/yuki-shirato
Techstars Tokyo: https://www.techstars.com/accelerators/tokyo
Founder Pitches:
Seekr: https://seekrai.global/product
Arabat: https://arabat.it/
AssetHub: https://assethub.io/
CRAZIA: https://crazia.co/
JuJuJuu: https://jujujuu.com/
JAPANMEDIA: https://lp.japanmedia.ai/
Tsuin AI: https://www.tsuin.ai
Rumi Light: https://www.rumilight.jp/
GENCHI: https://www.toraru.me/en
TattvaSilicon: https://tattvasilicon.com/
Mimi AI: https://nihongo-chat-ruby.vercel.app/onboarding
Relevant Links:
Founder University Japan, Jason's pre-accelerator program with JETRO → https://japan.founder.university/
Techstars Tokyo announces its Class of 2026 → https://www.techstars.com/newsroom/techstars-tokyo-accelerator-announces-class-of-2026
Yuki Shirato on why Japan should be on every founder's radar (Techstars) → https://www.techstars.com/blog/insights-and-trends/should-japan-be-on-your-radar-as-a-founder
How Techstars Tokyo is helping make Japan a global startup hub (The Japan Times) → https://www.japantimes.co.jp/2025/12/25/special-supplements/accelerating-business-ambitions-global-scale-techstars-tokyo/
VidiLabs, maker of the Seekr indoor positioning platform → https://seekrai.global/
Density, the people-counting sensor company Jason has backed for a decade → https://www.density.io
Arabat, recovering critical minerals from batteries with citrus and farm waste → https://arabat.it/
AssetHub raises a $2M seed for its AI 3D platform (The Bridge) → https://thebridge.jp/en/2025/08/aix3d-production-platform-assethub-raises-approximately-¥300-million-in-seed-funding
Seedance 2.0, the ByteDance AI video model Jason says fans are using to make Marvel shorts → https://seed.bytedance.com/en/blog/seedance-2-0-official-launch
Bending Spoons, the company Jason cites for buying apps and running them with tiny AI-powered teams (TechCrunch) → https://techcrunch.com/2025/10/31/what-is-bending-spoons-everything-to-know-about-aols-acquirer/
Burning Chrome by William Gibson, the source of “the street finds its own uses for things” → https://www.amazon.com/dp/B00ICMWZH4/
Timestamps:
00:00:00 Jason's first trip to Japan and the food crawl
00:03:07 Why everyone in Japan acts like a founder
00:03:42 Founder University comes to Japan
00:08:44 Techstars Tokyo and Japan's push for global founders
00:10:28 Why Japanese startups stay on the island
00:12:44 Parents, lifetime jobs, and the fear of failure
00:15:13 How Japan mastered product market fit
00:18:43 Lightfield: Name one person who's ever enjoyed updating a CRM. Exactly. Lightfield's AI agent does it for you - it even prospects and books your meetings. Used by thousands of startups. Free at https://lightfield.app
00:20:10 The white lab coat and the man who named his daughter Cinnamon
00:25:05 Seekr: centimeter-precise indoor navigation
00:27:38 Why investors want the business case, not the press
00:28:21 Rippling: Thanks to our partners at Rippling! Head to https://Rippling.ai/twist and get the only AI built to give you full visibility across your startup and take complex actions across your entire business.
00:34:54 Arabat: recovering rare earths with orange peels
00:38:26 Getting from free pilots to paid pilots
00:38:38 Upwork: Upwork helps businesses find highly skilled freelance professionals for specialized work. Post your job for free at https://upwork.com
00:43:57 AssetHub: AI 3D models for anime and game IP
00:52:40 Come for the tool, stay for the marketplace
00:54:35 CRAZIA: turning customer conversations into growth
00:56:42 JuJuJuu: giving alternative protein the structure of steak
00:59:02 JAPANMEDIA: AI manga and anime at a fifth of the cost
01:01:24 Tsuin AI: AI twins that think and act like you
01:03:15 Picking the layup and the wild card
01:09:29 Rumi Light: faster data paths inside AI servers
01:11:40 GENCHI: a local avatar that shops Japan for you
01:13:51 TattvaSilicon: analog circuit design in a day
01:15:36 Mimi AI: learning to actually speak Japanese
01:17:51 Why a live shopping avatar is Jason's wild card
Subscribe to our newsletters on Substack:
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What VCs Really Think About Personal AI Agents | E2347
2026/10/08
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Today’s show:
A personal AI agent that’s still invite-only just hit a $10 billion valuation. Guest host Deedy Das of Menlo Ventures is joined by Kanu Gulati of Khosla Ventures, Chris Farmer of SignalFire, and Sheel Mohnot of Better Tomorrow Ventures to debate whether Instinct can beat Meta’s Muse, what they actually use their own agents for, and what breaks when everyone’s agent makes the same move.
Plus we’re also talking about OpenAI’s math breakthroughs, the Factory vs. Cognition fight, and whether SaaS is still worth funding. Catch the whole debate on this week’s VC roundtable.
Guests:
Deedy Das on X: https://x.com/deedydas
Menlo Ventures: https://menlovc.com
Kanu Gulati on X: https://x.com/KanuGulati
Khosla Ventures: https://www.khoslaventures.com
Chris Farmer on X: https://x.com/chriswfarmer
SignalFire: https://www.signalfire.com
Sheel Mohnot on X: https://x.com/pitdesi
Better Tomorrow Ventures: https://www.btv.vc
Relevant Links:
OpenAI’s 722 math manuscripts from an unreleased internal model → https://github.com/openai/math
OpenAI’s earlier Navier–Stokes Millennium Prize result → https://openai.com/index/navier-stokes-solution/
Pramaana Labs, the Khosla-backed startup turning tax rules into provable logic → https://pramaanalabs.ai
Logos Research, the Imperial College spinout verifying AI-written financial code → https://www.imperial.ac.uk/news/articles/2026/logos-research-plans-to-make-ai-reasoning-trustworthy-in-high-stakes-environments/
EvenUp, SignalFire’s AI company for personal injury law → https://www.evenuplaw.com/
WindBorne Systems, the Khosla-backed weather balloon company Kanu mentioned → https://windbornesystems.com
Gokul Rajaram’s X Post: https://x.com/gokulr/status/2107851356019290569?s=20
micro1, the AI training data company Chris and LAUNCH backs → https://www.micro1.ai
Vercel’s data on companies shifting to open-weight models → https://vercel.com/i/open-weight-models
Instinct raises $1B at a $10B valuation (SiliconANGLE) → https://siliconangle.com/2026/09/28/everyday-personal-ai-assistant-startup-instinct-raises-1b-at-10b-valuation/
Meta introduces Muse, its personal AI agent → https://about.fb.com/news/2026/09/introducing-muse-personal-ai-agent/
Wajo, maker of the Fo agent Kanu uses → https://wajo.ai
Factory’s CEO accuses his board adviser of spying for Cognition (TechCrunch) → https://techcrunch.com/2026/09/30/factory-ceo-just-accused-his-vc-board-advisor-of-spying-for-cognition/
xAI rents its Colossus 1 data center to Anthropic (Data Center Dynamics) → https://www.datacenterdynamics.com/en/news/musk-spacex-xai-is-actively-seeking-more-ai-compute-customers-following-anthropic-deal/
Bending Spoons agrees to buy Miro, weeks after Airtable → https://investors.bendingspoons.com/newsroom/bending-spoons-agrees-to-acquire-miro
The FCC’s new rule on foreign-made robots → https://www.fcc.gov/covered-list-faqs-robots-inverters
Timestamps:
00:00:00 VC roundtable with guest host Deedy Das
00:01:23 If your work depends on conversations - interviews, meetings, calls - you need a Plaud NotePin S. You can check it out at https://plaud.ai/twist and use code TWIST for 10% off!
00:02:11 OpenAI's math results and what's left to invest in
00:05:10 Formalizing taxes and code so AI can prove its work
00:06:37 Why science breakthroughs still need the real world
00:09:44 Odoo: The all-in-one business platform. Your first app is free! Get started today at https://Odoo.com/twist
00:10:54 Can startups compete with the labs on compute?
00:13:02 Private data and vertical AI as the moat
00:18:54 Would you invest in AI training data companies?
00:20:34 Got a new business idea? Northwest Registered Agent helps you bring it to life. Get a free domain, email, phone number, and more - with no purchase required! - Learn more at www.northwestregisteredagent.com/twistdomain
00:26:29 What a great founder looks like in the AI era
00:29:13 Quo (formerly OpenPhone) 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
00:34:35 Is Instinct worth $10 billion?
00:41:31 Can Muse reach a billion daily users?
00:44:49 Favorite personal agent use cases
00:49:06 What happens when everyone's agent makes the same call
00:53:17 Factory vs. Cognition and VCs backing rivals
01:03:49 Is SaaS still worth venture money?
01:09:49 Where the panel gets its information
01:14:45 What a seed fund means in 2026
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Jason Mentors The Next Generation + Why AI Is Bad at Teaching (Aristotle Interview) | E2346
2026/10/07
This Week In Startups is made possible by:
Vanta: https://www.vanta.com/twist
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Today’s show:
The smarter AI gets, the more it just does the work for you, and the less helpful it becomes as a tutor.
Shan Reddy of Aristotle joins Jason to demo a voice-first tutor built to run a session the way a $200-an-hour human tutor would. We also dive into why frontier models are trained to hand you answers rather than build real understanding.
PLUS, in Ask Jason, an incoming Fordham student (Jason’s alma mater!) wants to prepare for a career in finance. Plus, David from NYU calls back and wants to discuss what everyone would do with $500K in free money. Then, why does Jason think the Doomerism is coming from inside the AI labs?
Guests:
Shan Reddy on X: https://x.com/rshanreddy
Aristotle: https://www.heyaristotle.com/
Relevant Links:
Shoe Dog by Phil Knight → https://en.wikipedia.org/wiki/Shoe_Dog
Something Like an Autobiography by Akira Kurosawa → https://en.wikipedia.org/wiki/Something_Like_an_Autobiography
Einstein: His Life and Universe by Walter Isaacson, which Dovid is reading now → https://en.wikipedia.org/wiki/Einstein:_His_Life_and_Universe
Gartner, Jason's example of firms doing research on behalf of corporations → https://www.gartner.com/
"Religious Scholars Met With Anthropic. What They Heard Stunned Them." by Elizabeth Dias, The New York Times, Sept. 29, 2026; the story Lon brings up → https://www.inquirer.com/news/nation-world/religious-leaders-met-with-anthropic-20260930.html
David Sacks accuses Anthropic of a "regulatory capture strategy based on fear-mongering"; the line Lon references (Bloomberg Law) → https://news.bloomberglaw.com/artificial-intelligence/anthropic-is-running-a-strategy-based-on-fear-mongering-sacks
Aristotle's $5M seed round (PR Newswire) → https://www.prnewswire.com/news-releases/aristotle-secures-5m-to-replace-the-chatbot-with-high-dosage-ai-tutoring-for-students-302880500.html
"The 2 Sigma Problem" by Benjamin Bloom (1984), original paper → https://web.mit.edu/5.95/readings/bloom-two-sigma.pdf
Journal record (Educational Researcher / SAGE) → https://journals.sagepub.com/doi/10.3102/0013189X013006004
NYC's AI moratorium through 8th grade (ABC News) → https://abcnews.com/Technology/new-york-city-public-schools-banning-ai-middle/story?id=136134872
Alpha School → https://www.alpha.school
Brilliant's origin story at the LAUNCH Festival (NPR) → https://www.npr.org/blogs/alltechconsidered/2013/07/23/203677692/giving-brightest-kids-the-cram-school-experience-online
Timestamps:
00:00:00 Live Ask Jason kicks off
00:00:14 Plaud: If your work depends on conversations — interviews, meetings, calls — you need a Plaud NotePin S. You can check it out at https://plaud.ai/twist and use code TWIST for 10% off!
00:00:56 Fordham-bound caller asks how to break into finance in the AI era
00:05:59 Jason's gift: read one biography a month
00:10:06 Vanta: Get $1000 off your SOC 2 at https://www.vanta.com/twist
00:12:06 Returning caller David: what would you do with $500K?
00:19:53 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%.
00:24:40 Bringing an AI protein folding tool into drug discovery
00:27:19 How to do customer discovery with big companies
00:29:44 The "dark arts" of market research and corporate intelligence
00:30:13 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 TWIST26
00:33:43 Is AI fear a dark PR campaign?
00:35:01 Anthropic meets with religious scholars
00:40:45 Are AI labs living through an Oppenheimer moment?
00:42:50 Why we need to talk about AI's upside in education
00:44:31 Sean Ready, co-founder and CEO of Aristotle, joins
00:45:42 Why AI models are getting worse at teaching
00:47:53 Aristotle demo: a voice AI tutor for AP Calculus
00:51:13 Predicting the next best teaching action
00:54:16 Bloom's two sigma problem and one-on-one tutoring
00:55:22 Aristotle's business model and pricing
00:57:53 Building a tutoring harness vs. relying on frontier labs
01:01:05 Why dyslexic students love Aristotle
01:02:40 Hand-grading thousands of hours of tutoring sessions
01:05:06 Socialization, classrooms and the future of public education
01:09:16 Where to try Aristotle and open roles
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Inside The Startup Building Uncensored AI (Abliteration AI) | EP 2345
2026/10/03
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Today’s show:
What can AI do with the guardrails OFF? Devon Thomas of Abliteration.ai thinks defenders should have access to the same kinds of tools, rather than having one hand tied behind their backs.
Then, on Ask Jason, learn what AI means for the billable hour from a legal-tech founder. PLUS, are AI microdramas a real ecosystem or a fad, and does AI finally make solo founders fundable?
Guests:
Devon Thomas on X: https://x.com/founderengineer
Abliteration: https://abliteration.ai/
Relevant Links:
Abliteration.ai on a16z speedrun — the accelerator Jason congratulated Devon on → https://speedrun.a16z.com/companies/abliteration
TechCrunch: "Abliteration.ai is making a business out of removing AI guardrails" — the coverage behind the recent attention → https://techcrunch.com/2026/09/03/abliteration-ai-is-making-a-business-out-of-removing-ai-guardrails/
Abliteration.ai press page → https://abliteration.ai/press
Anthropic Frontier Red Team: "GLM-5.3 and the spread of advanced cyber capabilities" — the blog Devon cited on how capable abliterated GLM-5.3 is → https://www.anthropic.com/research/glm-5-3-and-the-spread-of-advanced-cyber-capabilities
CNBC: Trump's executive order renaming AI "super intelligence," signed the same day → https://www.cnbc.com/2026/09/29/trump-ai-super-intelligence.html
Nextgov/FCW: OpenAI agents accessed Census and SEC data — detail on the dozens of organizations OpenAI notified → https://www.nextgov.com/cybersecurity/2026/09/openai-says-its-advanced-models-may-have-gone-after-government-websites/416250/
Financial Times: "AI wrecking ball fractures billable-hour fee model"
Seedance 2.5 — ByteDance's video model Bruno asked about → https://technode.com/2026/07/31/bytedance-launches-seedance-2-5-video-generation-model/
Pixar / Toy Story — the CGI "Toy Story moment" Jason expects for AI video → https://en.wikipedia.org/wiki/Toy_Story
Practi — Mathew's platform for helping law firms move from hourly billing to subscriptions → https://practi.ai/hello
Timestamps:
00:00:00 What http://Abliteration.ai does, and who the frontier labs are shutting out
00:02:44 Plaud: If your work depends on conversations - interviews, meetings, calls - you need a Plaud NotePin S. You can check it out at https://plaud.ai/twist and use code TWIST for 10% off!
00:02:56 Why defenders don't get the attackers' tools
00:04:16 "Inversion of control": letting customers set their own guardrails
00:06:47 Who's liable? The hammer analogy and the White House self-regulation pact
00:10:11 Every: For all of your incorporation, banking, payroll, benefits, accounting, taxes or other back-office administration needs, visit https://every.io.
00:13:10 Why AI labs publicize their scariest hacks
00:18:52 Customers: from cyber startups to Fortune 500 CISOs
00:19:56 Northwest Registered Agent: Got a new business idea? Northwest Registered Agent helps you bring it to life. Get a free domain, email, phone number, and more - with no purchase required! - Learn more at http://northwestregisteredagent.com/twistdomain
00:24:41 Chinese image and video models
00:27:20 Why most businesses still barely use AI
00:29:02 Ask Jason begins
00:29:24 Mathew Kerbis (Practi): What does AI do to the billable hour?
00:30:16 Odoo: The all-in-one business platform. Your first app is free! Get started today at https://Odoo.com/twist
00:32:45 Will subscriptions replace hourly billing?
00:37:27 Bruno Vilela: Are AI microdramas an ecosystem or a fad?
00:39:35 Lon's microdrama pitch to Snapchat and TikTok's PineDrama
00:48:09 Josh Ezell: Does AI change the bias against solo founders?
00:49:26 Jason's three-two-one framework and the risks founders must eliminate
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X: https://x.com/lons
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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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Justin Kan & Brian Chesky: The Rejections That Built Twitch and Airbnb | E2344
2026/10/01
This Week In Startups is made possible by:
Plaud: https://plaud.ai/twist
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Today’s show:
Google once interviewed the entire Justin.tv (now Twitch) team and then walked away from an acquisition deal, saying they weren’t good enough. Seven investors passed on buying 10% of Airbnb for $150,000, a stake pegged at roughly $9.25 billion today.
Lon Harris and Alex Wilhelm revisit classic TWiST interviews with Justin Kan of Twitch and Brian Chesky of Airbnb to find out what those founders understood that the market didn't.
PLUS, how did a box of cereal win over Paul Graham and get Airbnb into Y Combinator?
Flashback Guests:
Justin Kan on X: https://x.com/justinkan
Twitch: https://www.twitch.tv/
Justin Kan (@justinkan) on X
Brian Chesky on X: https://x.com/bchesky
AirBnB: https://www.airbnb.com/
Relevant Links:
TWiST E900: Justin Kan, co-founder of Justin.tv, Twitch & Atrium (Feb 5, 2019) → https://thisweekinstartups.com/episodes/L3DP8VCE12s
TWiST E1735: Airbnb CEO Brian Chesky on early rejection, customer focus & AI (May 4, 2023) → https://www.youtube.com/watch?v=aZ-BjJZxNoA
Halo 3: the game that flooded Mahalo with traffic → https://en.wikipedia.org/wiki/Halo_3
Weblogs, Inc.: Jason's blog network, home of Engadget → https://en.wikipedia.org/wiki/Weblogs,_Inc.
Instinct: the invite-only personal AI agent from founder Noah Shinn → https://www.instinct.co/
AMD to acquire World Labs for $8.2B in stock; Li becomes AMD chief scientist (Bloomberg) → https://www.bloomberg.com/news/articles/2026-09-28/amd-to-buy-fei-fei-li-s-world-labs-ai-startup-for-8-2-billion
Lovable: where Lon says he'd rebuild a bad app in two hours → https://lovable.dev/
Y Combinator → https://www.ycombinator.com/
Paul Graham on X → https://x.com/paulg
Obama O's and Cap'n McCain's: the cereal that funded Airbnb → https://en.wikipedia.org/wiki/Airbnb#History
Stripe: what Paul Graham suggested they build instead → https://stripe.com/
Timestamps:
00:00:00 Justin Kan on episode 900 (Feb 2019)
00:03:44 When Jason and Justin realized people watch gaming
00:05:52 Mahalo, Halo 3, and betting a company on 3% of its traffic
00:10:21 CLA: Get started with CLA's CPAs, consultants, and wealth advisors now at https://www.claconnect.com/withyou
00:11:42 The "zombie startup" years and Google's rejection
00:17:06 Instinct: the AI agent built for venture capitalists
00:19:43 Sentry: New users can get $240 in free credits when they go to https://sentry.io/twist and use the code TWIST26
00:28:08 Kozmo.com and the era of "make number go up"
00:30:06 Lightfield: Name one person who's ever enjoyed updating a CRM. Exactly. Lightfield's AI agent does it for you - it even prospects and books your meetings. Used by thousands of startups. Free at https://lightfield.app
00:32:57 Why AI companies have to monetize faster
00:34:00 Clip: Justin Kan on knowing yourself as a founder
00:37:24 An early rejection of "founder mode"?
00:38:33 Brian Chesky on episode 1735 (May 2023)
00:39:27 "I hope that's not the only idea you're working on"
00:43:27 What 10% of Airbnb for $150K is worth today
00:46:05 Obama O's and the Y Combinator interview
00:48:15 Why investors fund unkillable, attention-hacking founders
00:54:37 Clip: Chesky on AI, deepfakes, and authenticity
00:58:13 Is AI costing jobs or just making them busier?
01:05:04 Did AI create "millions of startups"?
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X: https://twitter.com/Jason
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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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Jason’s Put a $5K Bounty on His Dream Chrome Extension | E2338
2026/09/28
This Week In Startups is made possible by:
Every.io: https://every.io/
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Today’s show:
A product that would have cost $500,000 to build in 2006 now costs less than a used car. Jason put up $5,000 on an idea he'd been sitting on for 20 years, and so far, we’ve received dozens of amazing submissions from vibecode experts.
See how well the Top 3 demos fare, and which app was so good, Jason’s already thinking about spinning it off into a startup.
PLUS, an unhoused founder calls in asking how to raise money for not one but two pre-revenue startups? Hear Jason and Lon’s advice.
Submissions:
Submission 1 — https://annotated.wtf By Robert
Submission 2 — https://annotated.bytetalk.ai/feed By Alan Shiflett
Alan on X: https://x.com/alanshiflett
Submission 3 — https://anotated.com/ By Chirag Asarpota
Chirag on X: https://x.com/ChiragAsarpota
Relevant Links:
annotated.com bounty brief — https://annotated.lovable.app/
All active TWiST bounties — https://www.thisweekinstartups.com/bo...
The other open $5,000 bounty: a sidebar companion app for podcasts — https://www.notion.so/launch1/5K-Boun...
Timestamps:
00:00:00 Why Jason bought annotated.com
00:00:33 The original idea: highlight any sentence on the web and dispute it
00:01:25 The rules: the code is open source, and Jason can cancel any time
00:02:06 Submission 1: Robert's annotated.wtf
00:10:08 Every.io - For all of your incorporation, banking, payroll, benefits, accounting, taxes or other back-office administration needs, visit https://every.io
00:12:13 Submission 1 Scoring
00:12:28 Submission 2: Allan Shifflet's take
00:13:56 What it got right: profiles, follower counts, trending topics
00:16:40 Submission 3: annotaed.com, and buying the typo domain on purpose
00:20:20 Northwest Registered Agent - Got a new business idea? Northwest Registered Agent helps you bring it to life. Get a free domain, email, phone number, and more - with no purchase required! Learn more at https://www.northwestregisteredagent....
00:23:26 Final scores, and how to enter round two
00:24:48 Incubating annotated inside a venture firm
00:29:46 Sentry - New users can get $240 in free credits when they go to https://sentry.io/twist and use the code TWIST
00:30:18 Ask Jason: a homeless founder with two startup ideas
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The 5 Companies Apple Must Buy
2026/09/28
This Week In Startups is made possible by:
PayPal: https://paypal.com/business
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Today’s show:
Wall Street suspects new Apple CEO John Ternus may do something predecessor Tim Cook almost never did: writing a huge check.
So Jason and Lon are playing “fantasy draft” with Apple’s balance sheet, choosing five real companies to acquire over five “rounds.” Disney buys them a ton of IP and unlocks theme park synergies. Sony gets them a gaming console and massive anime distribution. Boston Dynamics buys them lots of robots, while Etched nets them cheaper inference. So many options!
Then, we chat with Stacy Salvi of The90. Her wearable pendant tells you exactly how much sun damage you’re accumulating, long before you start to burn.
Guest
The90: https://the90.com/
Stacy Salvi on LinkedIn: https://www.linkedin.com/in/stacysalvi/
Relevant Links
John Ternus becomes Apple CEO: https://www.apple.com/newsroom/2026/04/tim-cook-to-become-apple-executive-chairman-john-ternus-to-become-apple-ceo/
Analyst: Ternus could bring bigger acquisitions: https://9to5mac.com/?p=1065466
“Grok Has Money” meme origin: https://x.com/gmfarcaster/status/2026318035103965414
Sunlight linked with lower COVID-19 deaths: https://www.ed.ac.uk/news/2021/sunlight-linked-with-lower-covid-19-deaths
Reid Hoffman: “If there aren’t any typos in this essay, we launched too late”: https://www.linkedin.com/pulse/arent-any-typos-essay-we-launched-too-late-reid-hoffman/
Draft Picks
ElevenLabs: https://elevenlabs.io/
Disney: https://thewaltdisneycompany.com/
Sony Group: https://www.sony.com/en/
Crunchyroll: https://www.crunchyroll.com/
Boston Dynamics: https://bostondynamics.com/
Perplexity: https://www.perplexity.ai/
DigitalOcean: https://www.digitalocean.com/
Etched: https://www.etched.com/
Rivian: https://rivian.com/
Lucid Motors: https://lucidmotors.com/
Superhuman: https://superhuman.com/
World Labs: https://www.worldlabs.ai/
PrismML: https://prismml.com/
Liquid AI: https://www.liquid.ai/
Kagi: https://kagi.com/
Sonos: https://www.sonos.com/en-us/shop
Whoop: https://www.whoop.com/
Oura: https://ouraring.com/
Peloton: https://www.onepeloton.com/
Timestamps:
00:00:00 Will Ternus take "massively big swings"?
00:03:43 Round 1: ElevenLabs
00:04:46 Round 1: Disney
00:06:18 Round 2: Sony
00:08:22 Round 2: Boston Dynamics
00:09:23 Round 3: Perplexity
00:10:02 AD: PayPal is built for all business. Get started at https://paypal.com/business
00:11:52 Round 3: DigitalOcean
00:13:02 More picks: Etched
00:14:30 More picks: Lucid
00:15:58 More picks: Superhuman
00:16:48 More picks: Higgsfield and more
00:18:09 Fans make their selections
00:19:47 AD: Got a new business idea? @northwestagent helps you bring it to life. Get a free domain, email, phone number, and more, with no purchase required! Learn more at www.northwestregisteredagent.com/twistdomain
00:25:37 Stacy Salvi of The90 joins
00:29:28 AD: Thanks to our partner, Odoo, the all-in-one business platform. Your first app is free! Get started today at https://Odoo.com/twist
00:34:38 How the app calculates your Sunscore
00:42:12 Building a UV research dataset
00:45:09 Should The90 make a version for men?
Names & Links
Stacy Salvi - https://www.instagram.com/stacysalvi/
The90 - https://the90.com/
Subscribe to our newsletters on Substack:
TWiST: https://twistartups.substack.com/
TWiAI: https://www.thisweekinai.ai/
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Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
Follow Lon:
X: https://x.com/lons
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
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A rogue OpenAI agent hacked Australia’s government. Does this matter? | E2342
2026/09/25
This Week In Startups is made possible by:
Lightfield: https://lightfield.app
Paper: https://getpaper.ai/twist
The Conservation Fund: https://conservationfund.org/
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Athena: https://www.athena.com/jcal
Today’s show:
An OpenAI agent breached Australia's Medicare statistics portal in June, and it took 84 days for the Frontier Lab to publicly acknowledge it. Jason and Lon dig into whether this is an important cautionary tale about alignment, or if PM Anthony Albanese looking to join the AI conversation.
Then Bryant Chou of Ploy joins to explain skipping pre-seed and seed entirely to raise $27M, and why he’s taking his time to build his all-in-one agentic solution for running businesses.
Learn why Google is launching four TPUs into orbit for Project Suncatcher. PLUS, how many robots a week is Tesla now shipping with Optimus, and Jensen Huang told Ezra Klein basic math no longer matters. Is he right? Can we forget long division, at last?
Guests:
Bryant Chou on X: https://x.com/bryantchou
PloyAI: https://ploy.ai/
Relevant Links:
Ploy raises $27M seed led by First Round Capital and Y Combinator (Founderland) → https://www.founderland.ai/articles/webflow-co-founder-launches-ai-marketing-platform-with-27m-s-mqj8o952
OpenAI's $2M-in-tokens offer to every YC startup(TechCrunch via Yahoo) → https://finance.yahoo.com/sectors/technology/articles/sam-altman-makes-mic-drop-212302858.html
Original Bloomberg report on the a16z probe → https://www.bloomberg.com/news/articles/2026-08-17/andreessen-horowitz-focus-of-doj-probe-over-board-directors
Google: Project Suncatcher's first test launch on SpaceX's Transporter-18 → https://blog.google/innovation-and-ai/models-and-research/google-research/google-project-suncatcher-facts/
ABC News (Australia): full timeline, from the June 18 breach to OpenAI's Sept. 10 email → https://www.abc.net.au/news/2026-09-24/ai-agent-accessed-australian-government-site-pm-says/107189078
Ando emerges from stealth with $20M to take on Slack (TechCrunch) → https://techcrunch.com/2026/09/24/ando-eyes-slack-as-it-builds-team-messaging-platform-for-humans-and-agents-to-work-together/
Google's $900M investment in SpaceX's $1B round, January 2015 (VentureBeat) → https://venturebeat.com/technology/google-confirms-it-put-900m-into-spacexs-1b-round
Tesla ramps Optimus to several hundred robots a week; hands are the bottleneck (Electrek, summarizing The Information) → https://electrek.co/2026/09/25/tesla-optimus-production-ramp-hands-ai-generalization-problems/
Jensen Huang tells Ezra Klein forgetting basic math may not matter, and that he doesn't know his own address (Kotaku) → https://kotaku.com/nvidia-ceo-doesnt-care-that-kids-are-forgetting-basic-math-because-of-ai-i-actually-dont-know-my-address-2000737092
Sydney Sweeney's Novig "Just Sports" ad and the athlete backlash, including Amy Hunt's comment (Yahoo) → https://www.yahoo.com/entertainment/celebrity/articles/sydney-sweeney-novig-ad-controversy-172900515.html
Nike exits the S&P 100 after 18 years (Fortune) → https://fortune.com/2026/09/08/nike-stock-plummets-sp500-market-cap-index/
The Further Mis-Adventures of Cliff Booth trailer: David Fincher directs Tarantino's script; IMAX Nov. 25, Netflix Dec. 23 (Variety) → https://variety.com/2026/film/news/the-further-mis-adventures-cliff-booth-trailer-brad-pitt-1236701901/
Timestamps:
0:00 Whoop fire alarm: Jason's dry-aged steak incident
1:30 Plaud: If your work depends on conversations — interviews, meetings, calls — you need a Plaud NotePin S. You can check it out at https://plaud.ai/twist and use code TWIST for 10% off!
4:45 News: an OpenAI agent breached Australia's Medicare statistics portal
12:48 Scraper or hack? Australia's PM jumps into the AI safety debate
13:31 News: Google launches four TPUs into orbit for Project Suncatcher
18:27 Guest: Bryant Chou of PloyAI
20:07 AD: Paper is the legal backbone for thousands of startup founders and fund managers - including Launch. Use getpaper.ai/twist to get your cap table free for a year - or two years if you're leaving Carta.
21:11 Ploy's thesis: your website as your hardest working employee
27:05 Why a repeat unicorn founder went back to Y Combinator
38:55 The DOJ probe into a16z's Databricks and Fivetran board seats
44:57 "Nobody's thinking about you": Jason's stair story
45:17 Frontier models vs. your own model, and OpenAI's $2M YC token deal
54:04 News: Ando wants to replace Slack with agent-native chat
1:01:08 News: Tesla ramps Optimus to several hundred robots a week
1:04:48 Off-Duty: Jensen Huang tells Ezra Klein basic math may not matter
1:08:31 The MIT "Your Brain on ChatGPT" EEG study
1:09:57 Jason's five-part reset: sleep, diet, exercise, socializing, meditation
1:11:45 Off-Duty: Sydney Sweeney's Novig ad backlash
1:21:07 The Further Mis-Adventures of Cliff Booth trailer
1:23:41 Jason's first car: a 1970 Mustang Grande
Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.com
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Follow Lon:
X: https://x.com/lons
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
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VCs Would Bet on Open-Source AI Over OpenAI and Anthropic | E2341
2026/09/23
This Week In Startups is made possible by:
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Harmonic: https://harmonic.ai/twist
Today’s show:
Anthropic and OpenAI released cheaper models on the same day with Claude Opus 5.5 and GPT-6, and these VCs would still bet on open source. Jason brings on Dave McClure of Practical Venture Capital, Jeff Clavier of Uncork Capital, and Jenny Fielding of Everywhere Ventures to discuss the argument for open-weight models over the frontier labs.
Learn why median seed valuations have more than tripled since 2017. Why does Dave say it's a buyer's market for secondaries right now? PLUS, does Meta's Muse leave any room for Instinct, and why are fintech and healthcare suddenly out of favor?
Guests:
Dave McClure on X: https://x.com/davemcclure?lang=en
Practical Venture Capital: https://practicalvc.com/
Jeff Clavier on X: https://x.com/jeff
Uncorked Capital: https://uncorkcapital.com/
Jenny Fiedling on X: https://x.com/jefielding
Everywhere Ventures: https://www.everywhere.vc/
Relevant Links:
Instinct reportedly seeking $1B at a $10B valuation (report via The Information) → https://cryptobriefing.com/ai-assistant-startup-instinct-targets-10b-valuation-in-new-funding-talks-report/
Meta's Muse, the agent the panel sees as Instinct's biggest threat, now on Mac → https://aiweekly.co/alerts/meta-ships-muse-for-mac-agent-now-acts-in-native-macos-apps
Trump calls Jensen Huang onstage at the All-In Summit → https://thenextweb.com/news/trump-phoned-jensen-huang-onstage-at-the-all-in-summit-to-call-ai-fear-a-hoax
AI-assisted intel error nearly triggered a US intercept of a Chinese ship (CNN via gCaptain) → https://gcaptain.com/ai-error-nearly-triggered-u-s-intercept-of-chinese-ship-cnn-reports/
Bernie Sanders' 50% AI sovereign wealth fund bill + Altman meeting (Fortune) → https://fortune.com/2026/06/18/bernie-sanders-ai-fund-bill-sam-altman-1000-payments/
Stanley Druckenmiller's AI-written WSJ op-ed (Axios) → https://axios.com/2026/08/26/stanley-druckenmiller-ai-writing-wsj-op-ed
Claude Opus 5.5 and GPT-6 Sol/Luna launch the same day with price cuts (SiliconANGLE) → https://siliconangle.com/2026/09/22/anthropic-releases-claude-opus-5-5-and-openai-counters-with-two-cheaper-gpt-6-models/
Zipline: LAUNCH's "miss," later backed through the syndicate → https://www.flyzipline.com/
Micro1 → https://www.micro1.ai/
Founder University → https://www.founder.university/ [VERIFY]
The Syndicate: angel invest alongside LAUNCH (apply, waitlist) → https://thesyndicate.com/
Timestamps:
0:00 What seed rounds looked like then: Fitbit's $2M seed
2:38 Jenny's Techstars NYC years and the two-unicorn mug
6:10 Plaud: If your work depends on conversations — interviews, meetings, calls — you need a Plaud NotePin S. You can check it out at https://plaud.ai/twist and use code TWIST for 10% off!
7:51 All-In Summit: Trump calls Jensen Huang onstage. Staged or not?
8:56 P(doom) roundtable + Dave's AI sovereign wealth fund prediction
10:08 Northwest Registered Agent - Got a new business idea? Northwest Registered Agent helps you bring it to life. Get a free domain, email, phone number, and more - with no purchase required! Learn more at https://www.northwestregisteredagent.com/twistdomain
13:35 The AI intel error that nearly triggered a US-China incident
17:44 "McClure's Law": a human with AI is the real risk
19:59 Odoo - The all-in-one business platform. Your first app is free! Get started today at https://Odoo.com/twist
21:37 Stripe + OpenRouter: an anti-fraud play, not a routing play?
23:07 Seed valuations: median $8M (2017) to $28M today
23:58 Instinct: $2.5B to a reported $10B in weeks
29:49 Rippling - Thanks to our partners at Rippling! Head to https://Rippling.ai/twist and get the only AI built to give you full visibility across your startup and take complex actions across your entire business.
44:01 Opus 5.5 vs. GPT-6 Sol: the same-day price war
46:51 Gun to your head: open-weight models or frontier labs?
51:00 Secondaries: the top 30 names vs. everyone else
52:30 Why fintech and healthcare are unloved (and Jason's Robinhood bet)
Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.com
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Follow Lon:
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X: https://twitter.com/Jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
Thank you to our partners:
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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
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Elon's New Hyperloop, Trump's AI Rename, and a Model That Won't Talk | E2340
2026/09/21
This Week In Startups is made possible by:
Vanta: https://www.vanta.com/twist
DigitalOcean: https://do.co/twist
Lightfield: https://lightfield.app
Plaud: https://plaud.ai/twist
Today’s show:
Elon revives the Hyperloop, promising a 30-minute commute between Austin and San Antonio. It's the kind of project that could reshape how Texans think about getting between two major cities entirely. Then, Jason and Lon explain why this pitch is different from the other Boring Company tunnels.
Learn why President Trump wants to rename artificial intelligence itself and launch an "AI Force." It's a move that could reshape how the government talks about AI policy going forward. PLUS, a new startup's model refuses to write a single word of text, and it is 5 to 18 times faster with better accuracy. It's a completely different approach to how AI agents make decisions, and it might be a preview of where the industry heads next.
Relevant Links:
"Elon Musk's latest Boring Company pitch involves a Hyperloop between Austin and San Antonio" → https://techcrunch.com/2026/09/20/elon-musks-latest-boring-company-pitch-involves-a-hyperloop-between-austin-and-san-antonio/
The Boring Company → https://www.boringcompany.com/
Elon Musk's original 2013 Hyperloop white paper → https://www.tesla.com/sites/default/files/blog_images/hyperloop-alpha.pdf
Trump's Truth Social post proposing "Superior/Extreme/Supreme Intelligence" and announcing an AI Force and AI czar → https://www.unite.ai/trump-proposes-renaming-artificial-intelligence-announces-ai-force/
TechCrunch: "Trump says it's time to rebrand AI with a new name — and he's also creating an AI Force" → https://techcrunch.com/2026/09/19/trump-suggests-rebranding-ai-with-a-new-name-says-hes-also-creating-an-ai-force/
Vercel AI Open vs Closed Source Volume Chart → https://vercel.com/ai-gateway/leaderboards/models
TypeSafe AI — makers of Jev, the "System One Model" → https://typesafe.ai/
TypeSafe AI blog: "Introducing System One Models & Jev" → https://typesafe.ai/blog/introducing-system-one-models-and-jev
GeekWire: "Amazon blocks Meta's Muse AI assistant in new standoff over agentic shopping" → https://www.geekwire.com/2026/amazon-blocks-metas-muse-ai-assistant-in-new-standoff-over-agentic-shopping/
Meta's Muse — the AI agent Amazon blocked from shopping on its site → https://www.meta.ai/
"Meta's Dina Powell McCormick: The Case for Data Centers, Backlash, AI Job Boom & Meta's Future" (All-In Podcast, YouTube) — the clip discussed on the show → https://www.youtube.com/watch?v=qp2IbgJ5Z-8
Robocurve's RoboHarm report — the robot-safety benchmark discussed on air → https://robocurve.org/roboharm/
RoboHarm on GitHub (tasks, protocol, and tooling) → https://github.com/robocurve/roboharm
Timestamps:
0:00 Elon Musk revives the Hyperloop: a 30-minute Austin–San Antonio tunnel
1:03 A brief history of Hyperloop and the white paper
8:56 Vanta - Get $1000 off your SOC 2 at https://www.vanta.com/twist
16:46 Plaud: If your work depends on conversations — interviews, meetings, calls — you need a Plaud NotePin S. You can check it out at https://plaud.ai/twist and use code TWIST for 10% off!
20:32 DigitalOcean - 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%.
21:40 News: Trump proposes an "AI Force," an AI czar, and renaming AI itself
22:49 "Get back to work, nerds"
30:22 Lightfield - Name one person who's ever enjoyed updating a CRM. Exactly. Lightfield's AI agent does it for you — it even prospects and books your meetings. Used by thousands of startups. Free at https://lightfield.app
31:56 TypeSafe's Jev, a "System One" model built to decide, not chat
39:49 Amazon blocks Meta's Muse AI agent
49:57 Dina Powell McCormick's tense All-In Summit exchange with Jason
1:02:38 Off-Duty: Robocurve's RoboHarm benchmark
Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.com
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X: https://x.com/lons
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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
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Podcast reviews
Read This Week in Startups podcast reviews
ProstCFC 2026/09/30
Long time fan
At this point, in late 2026, it’s just This Week in AI. After spending a month straight only talking about OpenClaw, I started skipping episodes for t...
Alaskariverguy 2026/06/14
Alpaka bag is now $155
Thanks to Ja Cal the Alpaka back is $155 not $133. Great episode.
Projomni78 2026/03/05
So annoying
I can’t listen to this guy, can’t stand his voice, he’s just so annoying and a disgusting host
hhsuey 2026/02/21
Not actually about startups!
Check out the episode titles. They are related to diverse popular topics of the day (big tech, new tech, news), but not really about startups.
App user Brian 2025/11/03
It’s like candy for your ears
These guys are A1! I’ve been listening for almost 3 years now, and I can confirm the show is gold. The content they discuss is diverse, but they alway...
Jayster 1980 2025/11/01
Startup Virgin to a VC expert
Living in the Bay Area, you always around start up “culture” and everyone is a techbro & they seem so full of it.
But listening to Jason (& Alex now...
tfranks31 2025/10/15
Goldmine for Early Stage Founders
I’ve been listening to this show religiously for the past year. It’s become my primary source for tech/startup/venture news.
As an aspiring founder, ...
Garrett from Treble Health 2025/10/14
This Week in Startups convinced me to start a startup. Startups!
This podcast and Jason’s other work, specifically the book Angel, directly led to me quitting my job and co-founding a healthtech startup that’s now d...
Greg Potter 2025/10/14
You’ll be jealous about this smug, rich investor
But he is open. You’ll learn something.
You’ll want to get a beer with him , but you won’t hear anything different.
Adam McDermott 2025/10/06
The best show for founders
There are lots of shows covering tech news but this is the only one that consistently presents the information from a founder-first perspective. I rea...
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