Intro

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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.gov.ca.gov/2024/09/29/governor-newsom-announces-new-initiatives-to-advance-safe-and-responsible-ai-protect-californians/

https://www.bloomberg.com/news/newsletters/2024-09-29/meta-steps-up-pressure-on-apple-vision-with-orion-ar-glasses-and-cheaper-quest-3-m1nkq76p

https://www.youtube.com/watch?v=FKgJTJojVEw

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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:

(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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