Intro

Today’s show:

TWiST is back with a three more hugely insightful (and also fun!) founder interviews.

First up, Trey Holterman from Tennr tells us why getting in to see a specialist is so time consuming, and how AI is making the entire health care industry more streamlined.THEN Gill Verdon from Extropic AI unpacks deterministic vs. probabilistic computing, and how thermodynamics can make everything from robots to VR more effective.FINALLY, Tyler Denk from our fav newsletter platform Beehiiv walks us through their future roadmap, and explains why they’re adding new features SO OFTEN.It’s a packed episode full of fresh insights for founders. Check it out!

Timestamps:

(0:00) Alex opens the show with the venture/investor POV on TWiST 500 med tech company Tennr

(03:38) Tennr CEO/co-founder Trey Holterman on the inefficiencies facing medical specialists and why patients are actually “leads”

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(11:44) Paid Promo END

(14:05) How Tennr trained an AI model to comb through clinical histories, medical files, and doctor’s notes

(18:19) Why automation matters for Tennr but it’s not the WHOLE story

(20:03) 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!

(21:10) Paid Promo END

(22:57) The incredible cultural influence of the Dominos Pizza Tracker

(29:57) AWS Activate - AWS Activate helps startups bring their ideas to life. Apply to AWS Activate today to learn more. Visit aws.amazon.com/startups/credits

(31:20) Gill Verdon from Extropic on the difficulty of keeping up with the demand for compute and the “scaling law”

(35:37) Thermodynamic regimes, the differences between deterministic vs. probabilistic computing, and why this matters

(41:31) Gill on expanding Extropic’s research team while keeping a close eye on burn

(52:17) Will robots ever be FULLY autonomous, with no ties or connections back to the fleet? Gill says… maybe!

(58:52) Beehiiv’s Tyler Denk on hitting $20M ARR while ALSO scaling up their ad network

(01:00:35) The practical and psychological importance of product velocity and shipping as many features as possible

(01:01:57) Why Tyler says “Substack vs. Beehiiv” is analogous to “Amazon vs. Shopify”

(01:08:08) How much larger can the newsletter market still GROW? (And the promise of moving beyond content and into marketing emails.)

(01:09:00) Why Tyler thinks the strongest publishers own their audience and distribution

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Thank you to our partners:

(10:20) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST

(20:03) 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!

(29:57) AWS Activate - AWS Activate helps startups bring their ideas to life. Apply to AWS Activate today to learn more. Visit aws.amazon.com/startups/credits

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