This Week in Startups

• M&A Mania, Palantir Meme Crash + Office Hours with Hookhub | E2105

  Today’s show: Circle gears up for its IPO and the stablecoin wars heat up, Palantir’s meme stock status gets a reality check, and they riff on a possible Uber + DoorDash merger and whether AI should train on Substack content. They react to Sequoia partner Andrew Reed’s inside take on fund dynamics, laugh at a brutal VC meme, and wrap with “Office Hours” featuring Caylee Harrington, founder of Hookhub — the Airbnb for RV parking — to talk vanlife, growth, and building in an unsexy market.*Timestamps:(0:00) Alex and Jason kicks off the show!(1:29) Palantir's stock and market dynamics(5:43) Meme stocks and reversion to the mean(6:57) X and XAI merger(10:01) Squarespace - TWiST listeners: use code TWIST to save 10% off your first purchase of a website or domain: https://www.Squarespace.com/TWIST(12:05) M&A trends in tech and AI content acquisitions(17:22) Valuation strategies for acquisitions(22:05) Oracle - TWiST listeners can try OCI and save up to 50% on your cloud bill at ⁠⁠⁠https://www.oracle.com/twist⁠(23:31) Circle's IPO and stablecoin regulations(30:46) Fidelity Private Shares - Visit ⁠https://www.fidelityprivateshares.com⁠! Mention our podcast and receive 20% off your first-year paid subscription.(32:26) Crypto community and anti-money laundering in stablecoins(37:43) IPO and SPAC updates in tech(41:20) Deep tech investment risks and lessons from SPACs(44:03) Hookhub's journey and RV market insights(49:27) Growth and challenges in RV market(52:01) Hookhub's social media and content strategy(58:48) Hookhub's investor pitch and growth strategy(1:04:11) Van life business model potential(1:06:16) Sequoia's internal culture and investment strategy(1:13:03) Sequoia vs. Andreessen Horowitz and VC indexing(1:15:32) Venture capital humor and closing remarks*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 the show:Hookhub: https://www.hookhub.co/*Follow Caylee:X: https://x.com/Mariano_APOLinkedIn: https://www.linkedin.com/in/mariano-apodaca-45b07a16a/vFollow 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:(10:01) Squarespace - TWiST listeners: use code TWIST to save 10% off your first purchase of a website or domain: https://www.Squarespace.com/TWIST(22:05) Oracle - TWiST listeners can try OCI and save up to 50% on your cloud bill at ⁠https://www.oracle.com/twist⁠(30:46) 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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  1:16:40
• AI Revolution Gains, Non-Consensus Startups & Prosperous AI | E2104

  Today’s show: Jason, Alex, and Lon cover everything from wild political headlines to big moves in AI and venture. They kick things off with the surprising Trump pardon of Trevor Milton, the disgraced Nikola founder, and break down CoreWeave’s rocky IPO debut. Then, Jason and Alex sit down with Mariano Apodaca, founder of Prosperous AI, to talk about AI tools for negotiating construction and aerospace material costs. Later, in a brand new segment called "Office Hours with JCal," Jason reacts to real founder feedback clips, pulls key startup lessons, and explains why building for a market that doesn’t yet exist might actually be your biggest edge. Along the way, the team explores the power of taking just 10% of the value you create — a pricing philosophy that could unlock your next big win.*Timestamps:(0:00) Jason kicks off the show!(4:05) Breaking news on CoreWeave and Founder University insights(9:21) Hubspot for Startups - Visit https://www.hubspot.com/startups and join the founders who are turning growth challenges into opportunities.(10:57) Trevor Milton's pardon and AnySphere's Cursor success(19:21) Pricing strategies for startups(20:19) Vanta - TWiST listeners automate your SOC2 and get $1,000 off at http://www.vanta.com/twist(21:38) AI sentiment and startup growth strategies(25:14) Guest interview: Mariano from Prosperous AI(30:21) Notion - TWiST listeners can try it for free at https://notion.com/twist(31:52) Prosperous AI's market data integration and growth(35:03) Founder University's impact on Prosperous AI(40:54) Product line expansions and fundraising growth strategies(44:20) Startup decision-making and investor feedback(47:02) Founder University and customer feedback importance(51:12) Canva CEO's insights and handling investor rejection(58:17) Products creating new markets and finding outlier founders(1:06:15) Venture success with Fred Wilson and Brad Burnham(1:09:18) Market selection, execution, and partner-product fit in startups*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 the show:Prosperous AI: https://prosperousprocess.ai/*Follow Mariano:X: https://x.com/Mariano_APOLinkedIn: https://www.linkedin.com/in/mariano-apodaca-45b07a16a/*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:(9:21) Hubspot for Startups - Visit https://www.hubspot.com/startups and join the founders who are turning growth challenges into opportunities.(20:19) Vanta - TWiST listeners automate your SOC2 and get $1,000 off at http://www.vanta.com/twist(30:21) Notion - TWiST listeners can try it for free at https://notion.com/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*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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  1:13:39
• 11x in Trouble and China's AI Acceleration | E2103

  OpenPhone - Streamline and scale your customer communications with OpenPhone. Get 20% off your first 6 months at www.openphone.com/twistLinkedIn Ads - To redeem a $100 LinkedIn ad credit and launch your first campaign, go to linkedin.com/thisweekinstartupsBrex - the financial stack founders can bank on. Get the business account trusted by 1 in 3 US startups at brex.com/banking-solutions.Today’s show: Jason, Alex, and Lon dig into the controversy around 11x, the Andreessen-backed startup accused of misrepresenting revenue and using fake logos, and what that says about early-stage accountability. Then we break down China’s dual-front blitz in AI and EVs: DeepSeek’s open-source model rivals GPT-4, and Xiaomi’s $30K SU7 is a straight-up Porsche clone shaking the EV market. Finally, we unpack the “4-persona framework” that helped Wiz rocket to $100M+ ARR faster than anyone — a must-know concept for any founder looking to build, sell, and scale like a beast.Timestamps:(0:00) Episode Teaser(1:27) Introduction of co-hosts Lon Harris and Alex Wilhelm(3:23) New set design and color analysis(5:43) Announcement of "Twist OT" and potential Patreon model(8:09) Gamestop's Bitcoin strategy and Michael Saylor's influence(10:15) OpenPhone - Streamline and scale your customer communications with OpenPhone. Get 20% off your first 6 months at www.openphone.com/twist(14:26) MSTR and their shift to Bitcoin(17:01) Michael Saylor’s conflict of interest(20:40) LinkedIn Ads - Get a $100 LinkedIn ad credit at http://www.linkedin.com/thisweekinstartups(23:09) Investment strategies for company treasuries(25:10) Allegations against Eleven x startup(30:35) Brex - the financial stack founders can bank on. Get the business account trusted by 1 in 3 US startups at brex.com/banking-solutions.(32:56) The importance of transparency and accountability in startups(42:31) Chinese advancements in AI technology and ChatGPT features(55:09) Insight from Israeli VC Gili Raanan on successful startups(1:04:26) Founder Friday March Pitch Madness bracket competition(1:10:26) How to start a Founder Friday chapter and community(1:11:21) Bracket competition and Launch Accelerator's 34th cohort*Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.comCheck out the TWIST500: https://www.twist500.comSubscribe to This Week in Startups on Apple: https://rb.gy/v19fcpFollow Alex:X: https://x.com/alexLinkedIn: ⁠https://www.linkedin.com/in/alexwilhelmFollow Lon:X: https://x.com/LonsLinkedIn: https://www.linkedin.com/in/lonharrisFollow Jason:X: https://twitter.com/JasonLinkedIn: https://www.linkedin.com/in/jasoncalacanisThank you to our partners:(10:15) OpenPhone - Streamline and scale your customer communications with OpenPhone. Get 20% off your first 6 months at www.openphone.com/twist(20:40) LinkedIn Ads - Get a $100 LinkedIn ad credit at http://www.linkedin.com/thisweekinstartups(30:35) Brex - Get the business account trusted by 1 in 3 US startups at https://www.brex.com/banking-solutionsCheck 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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  1:14:04
• 23andMe BANKRUPT, Saylor Still Buying Bitcoin, + Founder Interviews | E2102

  Today’s show: In this episode, Alex and Lon kick things off with the latest tech news — including 23andMe’s dramatic collapse, MicroStrategy’s half-million Bitcoin haul, and whether we’re finally seeing a rebound in startup M&A. Then they sit down with three standout founders building the future across AI chips, data privacy, and healthcare. First up, Etched CEO Gavin Uberti explains why they’re betting big on transformer-specific ASICs. Then, Skyflow co-founder Anshu Sharma breaks down how they’re helping enterprises use LLMs without leaking private data. Finally, MedServe’s team walks us through how they’re securing medications in outpatient clinics and staying on the right side of the DEA.*Timestamps:(0:00) Alex kicks off the show(1:15) 23andMe bankruptcy and SPACs impact(5:23) MicroStrategy's Bitcoin strategy(8:58) Increase in M&A activity and market trends(10:06) Northwest Registered Agent - Get a 60% discount on your next LLC at https://www.northwestregisteredagent.com/twist(13:37) Browser use, agentic AI, and VC market insights(19:28) Financial responsibility in startups(20:28) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST(21:56) Interview with Gavin Uberti of Etched(30:32) Fidelity Private Shares℠ - Visit ⁠https://www.fidelityprivateshares.com ! Mention our podcast and receive 20% off your first-year paid subscription.(32:12) Economic and technical aspects of chip efficiency(39:53) Etched's market demand, manufacturing, and AI scaling(43:05) Founder insights and hardware startup potential(45:43) Introduction to Skyflow and Anshu Sharma(50:19) Skyflow's growth and customer acquisition strategies(1:03:09) ServiceNow's new product and Skyflow's bullish outlook(1:06:33) M&A interest and AI stack value creation(1:12:06) Skyflow's funding and cybersecurity customer trust(1:13:12) Introduction to MedServe and Milwaukee's startup ecosystem(1:16:30) MedServ's solution to drug dispensing and diversion(1:23:05) Economic challenges and solutions for smaller facilities(1:26:50) MedServe cabinet features and use case demonstration(1:29:51) Cybersecurity and physical security of MedServe systems*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*Follow Etched:Website: https://www.etched.com/X: https://x.com/EtchedLinkedIn: https://www.linkedin.com/company/etched-ai/*Follow MedServe:Website: https://medserverx.com/X: https://x.com/MedServeRXLinkedIn: https://www.linkedin.com/company/medserverx/*Follow Skyflow:Website: https://www.skyflow.com/X: https://x.com/SkyflowAPILinkedIn: https://www.linkedin.com/company/skyflow/*Follow Alex:X: https://x.com/alexLinkedIn: ⁠https://www.linkedin.com/in/alexwilhelm*Follow Lon:X: https://x.com/Lons*Thank you to our partners:(10:06) Northwest Registered Agent - Get a 60% discount on your next LLC at https://www.northwestregisteredagent.com/twist(20:28) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST(30:32) 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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  1:36:15
• Fact-Checking Mark Rober, and the Fall of TechCrunch | E2101

  Today’s show: Jason, Alex, and Lon break down a subreddit question: A founder builds 100% of the product, is promised equity—and now he’s being pushed out. We break down exactly what he should do next. Plus, YouTuber Mark Rober’s viral Tesla test gets fact-checked by a small creator, and the results don’t look great for Mark. Finally, TechCrunch gets quietly sold to Regent in what looks like a fire sale. Is this the end of an era for tech media? Timestamps:(0:00) Episode Teaser(1:25) Jason's memories of Tony Hsieh(4:09) High stakes poker stories with Tony Hsieh(7:28) Reflecting on joy and fun in life(9:45) Atlassian - Head to ⁠https://www.⁠⁠atlassian.com/startups/twist to see if you qualify for 50 free seats for 12 months.(11:46) Founder question from Reddit(20:12) Fidelity Private Shares℠ - Visit ⁠https://fidelityprivateshares.com⁠! Mention our podcast and receive 20% off your first-year paid subscription.(21:52) Subreddit question: Stealth vs. building in public(27:33) Update: Mark Rober's Looney Tunes wall experiment(31:21) Lemon.io - Get $2000 off your first hire at http://lemon.io/hire(37:50) Lessons from the Mark Rober experiment(40:24) The future of tech journalism and subscription models(47:34) Jason’s idea for a gadget museum(50:12) Updates on CoreWeave and Klarna IPOs(51:43) Bipartisan bill to amend Section 230(56:29) Algorithms and their impact on Section 230(59:00) Global perspectives on online speech and anonymity(1:00:00) Podcast closing and call for social media engagementSubscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.comCheck out the TWIST500: https://www.twist500.comSubscribe to This Week in Startups on Apple: https://rb.gy/v19fcpFollow 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:(9:45) Atlassian - Head to ⁠https://www.⁠⁠atlassian.com/startups/twist to see if you qualify for 50 free seats for 12 months.(20:12) Fidelity Private Shares℠ - Visit ⁠https://fidelityprivateshares.com⁠! Mention our podcast and receive 20% off your first-year paid subscription.(31:21) Lemon.io - Get $2000 off your first hire at http://lemon.io/hireGreat 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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  1:01:00

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