Examining Customer Dependency and Growth Metrics

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Today’s show: Jason and Alex cover CoreWeave’s filing for a $35 billion IPO after explosive revenue growth. But with 77% of its revenue coming from just two customers, is it built to last? Meanwhile, AVRide is bringing autonomous Hyundai robotaxis to Uber in Dallas, pushing the self-driving revolution forward as Waymo scales to 200,000 weekly rides. And finally, Digg is back! Kevin Rose and Alexis Ohanian are reviving the iconic social news platform, using AI-powered moderation to tackle Reddit’s biggest challenge. Tune in as Jason and Alex break it all down!

Timestamps:

(0:00) Episode teaser(1:34) Jason's South by Southwest appearances & All In fan meetups(4:17) Digg relaunch, history, and Kevin Rose's AI strategy(10:05) Northwest Registered Agent. Form your entire business identity in just 10 clicks and 10 minutes. Get more privacy, more options, and more done—visit https://www.northwestregisteredagent.com/twist today!(11:43) Jason’s involvement with Digg’s revival and lessons learned(15:02) Using Reddit for startup communities(20:00) Lemon.io. Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist(22:07) Kevin Rose's journey and ketamine therapy(24:18) CoreWeave's public filing, clients, and revenue growth(29:52) Horatio. Visit https://www.hirehoratio.com/twist and get $2,000 off your initial set up.(34:22) CoreWeave's potential acquisition and investor IRR(40:45) Using LLMs for financial analysis and political funding discussion(46:19) CoreWeave data centers and AV Ride partnership with Uber(50:18) Challenges in electric bikes and healthcare startups(53:10) Novo Nordisk's direct-to-consumer strategy with Wegovy(57:28) Future of healthcare and Brian Johnson's health regimen(1:05:52) Challenges and excitement in the autonomous vehicle industry

Links from episode:

Check out digg: https://digg.com/

Check out AVRide: https://www.avride.ai/robot

Check out the Mozi app: https://www.mozi.app/

Check out Nerd Crawler: https://www.nerdcrawler.com/

Check out article about Novo Nordisk and Wegovy: https://www.cnbc.com/2025/03/05/novo-nordisk-goes-direct-to-consumer-with-wegovy-what-it-means-for-obesity-rival-eli-lilly.html

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