Earnings Week and AI Infrastructure Demand

Today’s show:

Australia has accused Microsoft of employing a dark pattern… Hear why Jason says these kinds of sneaky tactics aren’t usually worth it.

It’s a brand-new Monday TWiST and it’s PACKED with news. In addition to Australia’s allegations against MSFT, we’re looking at Chinese drone fails and wondering how live experiences will change in the age of AI.

PLUS has Tesla finally “solved” FSD after years of promises? Does it matter that so much of Mercor’s revenue goes back out to contractors? Do Chinese LLMs have a major advantage when it comes to the stock market over Western counterparts? Why Jason avoids overseas deals when he doesn’t speak the language or know the culture. And much more!

Timestamps:

(00:03:44) Fall is here! And Jason is already looking ahead to “BFCM” and the holiday season.

(00:07:13) We’re bringing back the TWiSTies and a Prediction 2026 show

(00:07:33) People are using AI to create fake receipts for fraudulent invoices!

(10:00) Pipedrive - Bring clarity and control to your sales process with Pipedrive, the #1 CRM for small and medium sized businesses. Supercharge your sales today. Start with a 30-day free trial at pipedrive.com/twist.

(00:14:23) It’s earnings week for Meta AND Alphabet AND Microsoft AND AMAZON!

(00:19:55) What happened with the disastrous Chinese drone and fireworks show?

(20:00) Monarch - Thanks to our partner, Monarch! Try the app and get 50% off your first year by visiting monarchmoney.com/twist.

(00:27:37) Why Jason thinks live experiences are going to get much bigger and more impressive in the age of AI

(00:29:34) Why Tesla is training FSD on synthetic data now… Has FSD finally been “solved”?

(30:00) AWS Activate - AWS Activate helps startups bring their ideas to life. Apply to AWS Activate today to learn more. Visit https://www.aws.amazon.com/startups/credits

(00:45:10) What’s going on with these new Sequoia funds? Jason unpacks the strategy…

(00:50:50) Jason doesn’t like to invest overseas unless he speaks the language and knows the culture

(00:51:11) Jason’s thoughts on the controversy surrounding Sequoia partner Shaun Maguire’s comments

(00:58:34) Mercor pays out 60-70% of its toppling revenue to contractors… does this MATTER?

(01:06:14) Do Chinese LLMs have a major advantage when it comes to investing? (Humans are now betting on all this on PolyMarket)

(01:09:45) Australia alleges that Microsoft is employing a dark pattern… why Jason says that’s a problem.

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