Molly's 10 Year Lens in 10 Years

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Turo went public at 45, but it's trading at $4,340 today. I would look at again, the 10 year lens in 10 years, what will this business look like? It really just depends on value. If they were at three times revenue and you saw a path to them to continue doubling revenue, then maybe there's an opportunity here.

First Jason and Molly discuss YC's new $500K deal for startups and what that means for founders and early stage investors (1:53). They also dig into car-sharing app Turo's S-1 (25:32). Then Redfin Co-founder and current Deep Sentinel CEO Dave Selinger joins to discuss how his company blends human monitors and AI-enabled cameras to deliver an unmatched security camera experience (38:25).

(00:00) Jason & Molly intro the show
(01:53) Y Combinator's new $500K deal
(09:41) Eight Sleep - Go to https://eightsleep.com/twist to check out the Pod Pro Cover and get $150 off at checkout!
(11:14) Early-stage startup investing strategy
(19:46) How does YC's move impact the startup landscape
(22:57) Is an IPO an Exit?
(24:15) Vanta - Get get $1,000 off automating your SOC 2 at https://vanta.com/twist
(25:32) Turo S-1 breakdown
(36:56) Ourcrowd - Check out the deal of the week at https://ourcrowd.com/twist
(38:25) Interview - Deep Sentinel Founder & CEO Dave Selinger
(44:52) Deep Sentinel in action
(54:24) The power of finding your ideal customer
(1:01:33) Potential new features and Deep Sentinel product roadmap
(1:07:53) Jason's Deep Sentinel experience
(1:15:33) Deep Sentinel semi-supervised learning inspired by Tesla