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Today’s show: Jason and Alex cover Palantir’s surge (is it all hype?), Temo and Shein and the de minimise loop hole, Uber’s earnings and the future of self-driving technology and much more!
Timestamps:
(0:00) Episode Teaser
(1:38) New studio space and remote work productivity challenges
(4:02) "Severance" vs. "Landman" - TV shows comparison
(7:07) Palantir's valuation, financial performance, and stock analysis
(9:49) Gusto. Get three months free when you run your first payroll at http://gusto.com/twist
(11:27) Alex Karp talks up Palantir to investors
(14:36) Price-sales ratio: Palantir vs. Nvidia and founder advice
(19:33) Oracle. TWiST listeners can try OCI and save up to 50% on your cloud bill at https://www.oracle.com/twist
(21:46) Temu, Shein, and the de minimis loophole in trade
(30:06) Horatio. Visit https://www.hirehoratio.com/twist and get $2,000 off your initial set up.
(31:34) Uber's earnings, market performance, and self-driving technology future
(38:33) Waymo's growth and the commodification of self-driving tech
(44:11) Market dominance, platform switching, and competition mental models
(47:18) Kalshi, Robinhood, prediction markets, and regulatory challenges
(52:17) BYD's self-parking technology and the future of self-driving cars
(56:43) Final thoughts and request for startup growth data
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Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
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