We mixed up to Taiwan semiconductor manufacturing. Like it's so great. There are manufacturing companies that deliver to you. And then during COVID, unrelated to labs or anything. We just couldn't get it. You need a lot of chips in those bombs. If you can't get chips, there is no cars that you can build. So...
Jason is BACK with Molly to break down the news! They cover Sequoia leaving Citizen's board after passing on a "pay to play" round (5:46), two major companies reportedly going public in 2023: Instacart and ARM (27:11), and the recent turmoil at Dapper Labs (50:44).
(0:00) J+M tee up today's news show!
(2:25) Jason's back!
(5:46) Sequoia leaves the board of Citizen
(14:21) Squarespace - Use offer code TWIST to save 10% at https://Squarespace.com/TWIST
(15:51) How investors make the decision to pass on a "pay to play" round
(25:41) Contra - Get $500 off your first hire at https://contra.com/twist
(27:11) IPO window starts to open, Instacart prepares for IPO after big Q4
(35:42) Revelo - Get 20% off the first 3 months by mentioning TWIST at https://revelo.io/twist
(37:09) ARM prepares for IPO, reasons for CHIPS Act speed
(50:44) Chaos at Dapper Labs: reckless spending, securities lawsuit
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