Waymo Madness in SF! Why robotaxis clogged the streets | E2227
This Week in Startups
Lumix Business Model and Growth Metrics
Jonathan details unit economics: $10 CPM, $2K per bike revenue, 55K MRR, and path to $100M ARR.
This Week In Startups is made possible by:
Caldera + Lab - http://calderalab.com/TWIST
Crusoe Cloud - https://crusoe.ai/build
Uber - http://uber.com/twist
Today’s show:
Why did a power outage in the Bay Area cause Waymos to pile up on city streets?
Jason was actually in San Francisco to take in the spectacle of Waymos blocking traffic. But why did this happen? And can we look forward to a day when automated cars are more graceful and coordinated than ballet dancers performing “Swan Lake”? We’re asking the tough (and also culturally erudite) questions!
PLUS self-driving cars are coming to London, Coinbase’s buying spree continues, another entrant in our nearly-complete Gamma Pitch Deck Competition, AND why Jason predicts that Google is going to buy UBER!
You won’t want to miss this holiday TWiST!
Timestamps:
(00:00) It’s a holiday TWiST! Jason’s calling in from vacay in Lake Tahoe.
(03:11) Jason was in SF for the great Waymo power outage!
(06:06) Why Jason says one day Waymos will be better coordinated than dancers in “Swan Lake”
(07:33) We predicted Starlink coming to every Tesla nearly 3 years ago!
(09:05) Caldera + Lab: Whether you’re starting fresh or upgrading your routine, Caldera Lab makes skincare simple and effective. Head to http://calderalab.com/TWIST and use TWIST at checkout for 20% off your first order.
(11:29) Jason calls what Tesla’s Optimus team is planning “otherworldly”
(14:39) Why Jason thinks we’re all going to live in an “Opt-In Truman Show” someday soon
(18:52) Baidu, Lyft, and Uber bring self-driving cars to London… they don’t have them already?!
(20:49) Crusoe Cloud: Crusoe is the AI factory company. Reliable infrastructure and expert support. Visit https://crusoe.ai/build to reserve your capacity for the latest GPUs today.
(24:02) When do we get to 50% of all rides being done by autonomous vehicles… and how many robotaxis will that take?
(27:50) Why Jason thinks Google is going to buy… UBER?!
(31:12) Uber AI Solutions: Your trusted partner to get AI to work in the real world. Book a demo with them TODAY at http://uber.com/twist
(32:30) Will it eventually come down to which car can drive a mile for the cheapest?
(35:08) Coinbase picks up The Clearing Company, which makes frameworks for prediction markets
(39:50) How much did the biggest AI models improve this year?
(44:09) Who’s going to actually buy Warner Bros? We’re checking the Polymarket.
(47:06) GAMMA PITCH w/ Jonathan Sherman of Lumix Ads
(51:00) Why Jason says Jonathan’s pitch is a 9.5 out of 10
(52:50) What Jason looks for in a founder: “a big audacious vision”
(54:18) How Lumix (safely) collects users’ “mobile ad ID” on the go to identify them
Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.com/
Check out the TWIST500: https://twist500.com
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
*
Follow Lon:
X: https://x.com/lons
*
Follow Alex:
X: https://x.com/alex
LinkedIn: https://www.linkedin.com/in/alexwilhelm/
*
Follow Jason:
X: https://twitter.com/Jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis/
*
Thank you to our partners:
(09:05) Caldera + Lab: Whether you’re starting fresh or upgrading your routine, Caldera Lab makes skincare simple and effective. Head to http://calderalab.com/TWIST and use TWIST at checkout for 20% off your first order.
(20:49) Crusoe Cloud: Crusoe is the AI factory company. Reliable infrastructure and expert support. Visit https://crusoe.ai/build to reserve your capacity for the latest GPUs today.
(31:12) Uber AI Solutions: Your trusted partner to get AI to work in the real world. Book a demo with them TODAY at http://uber.com/twist
The AI-powered Podcast Player
