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Todays show:
Jason and Alex dig into why Nvidia's latest earnings report is such a big deal, and how the chip giant could help keep the AI hype alive. Or, how it could poke a hole in market enthusiasm. The pair also welcome the CEO of Allen Control Systems to discuss building venture-backed defense companies. Then, the CEO of Querio joins the show to show off what his company has built.
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Timestamps:
(0:00) Jason and Alex kick off the show
(1:32) Nvidia’s expected $33B revenue and its transition from gaming GPUs to AI workloads.
(9:01) Vanta - Get $1000 off your SOC 2 at https://www.vanta.com/twist
(10:05) Nvidia’s growth over time
(15:55) When will an Nvidia lighthouse customer switch to a competitor’s product?
(22:28) OpenPhone - Get 20% off your first six months at https://www.openphone.com/twist
(23:28) Allen Control Systems’ Steven Simoni joins the show
(32:38) Sprig - Visit https://www.sprig.com/twist to book a demo and get a $75 gift card.
(33:52) The rise of venture-backed defense startups and autonomous systems for military applications
(50:20) Querio’s Rami Abi Habib joins the show
(55:38) Demo of Querio’s platform
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Mentioned on the show:
Check out Allen Control Systems: https://www.allencontrolsystems.com
Check out Querio: https://querio.ai
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Follow Steven:
X: https://x.com/stevensimoni
LinkedIn: https://www.linkedin.com/in/stevensimoni
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Follow Rami:
X: https://x.com/ramiabih
LinkedIn: https://www.linkedin.com/in/datarami
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Follow Alex:
X: https://x.com/alex
LinkedIn: https://www.linkedin.com/in/alexwilhelm
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Follow Jason:
X: https://twitter.com/Jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
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Thank you to our partners:
(9:01) Vanta - Get $1000 off your SOC 2 at https://www.vanta.com/twist
(22:28) OpenPhone - Get 20% off your first six months at https://www.openphone.com/twist
(32:38) Sprig - Visit https://www.sprig.com/twist to book a demo and get a $75 gift card.
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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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