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Introduction
This chapter delves into NVIDIA's earnings, a major licensing deal between OpenAI and News Corp, and media economics, exploring their implications on Wall Street and the tech industry. The hosts express enthusiasm for discussing the latest updates in earnings, breaking news, and media economics.
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Timestamps:
(0:00) Jason and Alex kick off the show
(1:50) Nvidia earnings for First Quarter Fiscal 2025
(12:53) Zendesk - Get six months free at http://www.zendesk.com/twist
(14:32) Continuing discussion on Nvidia's earnings
(22:39) News Corp and OpenAI strike ‘multi year global partnership’
(29:21) Mercury - Join 200K startups who use Mercury to operate at their best at http://mercury.com
(30:51) Apple News+ is driving big numbers for The Daily Beast
(39:03) HiddenLayer - HiddenLayer’s AI Detection & Response Solution secures your Generative AI & LLMs from malicious attack. Visit https://HiddenLayer.com/TWiST to learn more.
(40:14) Wearable AI startup Humane is exploring a sale
(50:56) Windows Recall
(1:08:45) Farcaster raises $150M: Is crypto making a comeback?
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Links and articles from show:
https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-first-quarter-fiscal-2025
https://gizmodo.com/humane-ai-pin-selling-billion-1851493143
https://www.wsj.com/business/media/openai-news-corp-strike-deal-23f186ba?mod=latest_headlines
https://s201.q4cdn.com/141608511/files/doc_financials/2025/Rev_by_Mkt_Qtrly_Trend_Q125.pdf
https://x.com/dsiroker/status/1792956339515273537
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Follow Alex:
LinkedIn: https://www.linkedin.com/in/alexwilhelm/
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Follow Jason:
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
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Thank you to our partners:
(12:53) Zendesk - Get six months free at http://www.zendesk.com/twist
(29:21) Mercury - Join 200K startups who use Mercury to operate at their best at http://mercury.com
(39:03) HiddenLayer - HiddenLayer’s AI Detection & Response Solution secures your Generative AI & LLMs from malicious attack. Visit https://HiddenLayer.com/TWiST to learn more. *
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
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Check out Jason’s suite of newsletters: https://substack.com/@calacanis
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Substack: https://twistartups.substack.com
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Subscribe to the Founder University Podcast: https://www.founder.university/podcast
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