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Exploring the AI Supercycle and Its Implications
This chapter examines California's recent veto of the SB 1047 AI regulation bill and its broader implications. It discusses the 'supercycle' in technology, exploring how transformative innovations like AI shape entrepreneurship, market dynamics, and the potential opportunities for investors and startups.
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Todays show:
Alex Wilhelm joins Jason to discuss AI regulation bill SB 1047 (1:46), the biggest supercycle today (6:18), OpenAI’s growth trajectory (25:20), the AR and VR technology evolution (48:51), and more!
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Timestamps:
(0:00) Jason and Alex kick off the show
(1:46) AI regulation bill SB 1047
(2:34) Defining the AI supercycle
(6:18) Concurrent supercycles: Self-driving cars and fusion
(8:03) Vanta - Get $1000 off your SOC 2 at https://www.vanta.com/twist
(9:08) Detailed discussion on SB 1047's impact and reactions
(17:14) AI regulation in California: A broader perspective
(19:54) CloudDevs - Visit https://www.clouddevs.com/twist for an unbeatable offer on hiring elite LATAM talent today.
(21:01) Industry leaders' reactions to SB 1047 veto and open source in AI
(25:20) Rule-breaking in startup success and evaluating OpenAI's valuation
(36:47) Sprig - Visit https://www.sprig.com/twist to book a demo and get a $75 gift card.
(38:00) Infrastructure ownership for tech giants and the future of startups in AI
(48:51) AR and VR technology evolution and market potential
(55:38) AR glasses' impact on daily life and mental health
(1:05:59) AR vs. VR applications and social implications
(1:07:27) Audience Q&A
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Mentioned on the show:
https://x.com/martin_casado/status/1840490481777770850
https://x.com/AndrewYNg/status/1840497561821651069
https://www.youtube.com/watch?v=FKgJTJojVEw
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Follow Alex:
LinkedIn: https://www.linkedin.com/in/alexwilhelm
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Follow Jason:
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
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Thank you to our partners:
(8:03) Vanta - Get $1000 off your SOC 2 at https://www.vanta.com/twist
(19:54) CloudDevs - Visit https://www.clouddevs.com/twist for an unbeatable offer on hiring elite LATAM talent today.
(36:47) 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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Check out Jason’s suite of newsletters: https://substack.com/@calacanis
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Substack: https://twistartups.substack.com
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Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916
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Listen to the best highlights from the podcasts you love and dive into the full episode