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Intro
This chapter delves into the effects of a significant $150 million investment divided between two firms, exploring its implications for early-stage startups. The discussion highlights the differences between AI-centric companies and traditional startups while celebrating secondary transactions as indicators of market health.
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Today’s show: Jason and Alex discuss the carried interest tax loophole being in Trump’s crosshairs, a great interview with Orbit Fab and their plans for the industrialization of space, Deel’s $300M secondary and much more!
Timestamps:
(0:00) Episode Teaser(1:30) Introduction and welcome(2:40) AI startups reaching revenue milestones(9:00) Impact of carried interest tax changes
(10:01) Squarespace. Use offer code TWIST to save 10% off your first purchase of a website or domain athttps://www.Squarespace.com/TWIST
(11:25) Would ending the carried interest tax loophole hurt startup investing?
(19:17) Atlassian. Head tohttps://www.atlassian.com/software/startups to see if you qualify for 50 free seats for 12 months.(21:18) Introduction of OrbitFab's CEO, Daniel Faber(22:24) OrbitFab's market position, fuel standards, and customer adoption(27:14) Financial and logistical aspects of satellite refueling
(29:27) AdQuick. Visithttps://adquick.com/twist and mention TWIST to get $1000 off your first campaign.(31:03) Technical challenges in space operations and future applications(34:16) Raising capital and company growth in space startups(38:58) Community updates and secondary transactions in the market(49:32) CapBase acquisition by Deal(50:37) UAE-France data center collaboration and energy strategy(54:34) European AI and nuclear advancements(57:14) US tech employment trends and Meta's layoffs(1:00:51) Opportunities for founders and startup support resources
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Follow Orbit Fab:
LinkedIn:https://www.linkedin.com/company/orbitfab/
Follow Daniel:
LinkedIn:https://www.linkedin.com/in/danielfaber/
Follow Alex:
LinkedIn:https://www.linkedin.com/in/alexwilhelm
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LinkedIn:https://www.linkedin.com/in/jasoncalacanis
Thank you to our partners:
(10:01) Squarespace. Use offer code TWIST to save 10% off your first purchase of a website or domain athttps://www.Squarespace.com/TWIST(19:17) Atlassian. Head tohttps://www.atlassian.com/software/startups to see if you qualify for 50 free seats for 12 months.(29:27) AdQuick. Visithttps://adquick.com/twist and mention TWIST to get $1000 off your first campaign.
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
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Listen to the best highlights from the podcasts you love and dive into the full episode