Stock Market Insights: A Contrarian Perspective

This Week in Startups is brought to you by…

Beehiiv. Power your newsletters with AI tools, referral programs, and ad network features—all in one platform. Get 30 days free and 20% off your first 3 months at https://www.beehiiv.com/twist

Vanta. Compliance and security shouldn't be a deal-breaker for startups to win new business. Vanta makes it easy for companies to get a SOC 2 report fast. TWiST listeners can get $1,000 off for a limited time at https://www.vanta.com/twist

Cloud Devs. Building the best remote team is tough, but you don’t have to do it alone. Visit https://www.clouddevs.com/twist for an unbeatable offer on hiring elite Latam talent today.

*

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.

*

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

*

Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.com

Check out the TWIST500: https://www.twist500.com

*

Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp

*

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

*

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:

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

*

Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916