Today’s show: Tesla FSD drama, Google’s massive $32B cybersecurity bet, and XRP’s SEC victory. Jason, Lon, and Alex break down the internet firestorm over Mark Rober’s viral Tesla test, why Google’s Wiz acquisition could spark a new M&A wave, and what the SEC dropping its case against XRP means for crypto’s future.
Timestamps:
(0:00) Episode Teaser(1:27) Show intro(2:01) Jason's skiing trip and Tesla stock banter(3:00) Criticism of Democratic party’s approach(5:44) Discussion of Mark Rober's Tesla and lidar video and autopilot vs FSD(8:00) Mark Rober's response and debate over his relationship with lidar CEO(9:56) Gusto - Get three months free when you run your first payroll at http://gusto.com/twist(11:02) Further criticisms and analysis of Rober's video and audience expectations(19:41) Suggestion for Rober to redo the test and video title accuracy(20:07) Northwest Registered Agent. Form your entire business identity in just 10 clicks and 10 minutes. Get more privacy, more options, and more done—visit northwestregisteredagent.com/twist today!(21:38) Accountability and public reaction to Rober's video(25:00) Potential fallout, personal consequences, and stock impact(29:58) AdQuick - For TWiST listeners - AdQuick is waiving their fee on your first campaign. Visit https://www.adquick.com/twist(31:18) Personal investments and conflicts of interest(33:25) Wiz acquisition and implications for M&A market(37:28) Calculation of returns and LP impact(40:38) Benefits of M&A for society and antitrust concerns(43:27) Examples of market cornering, price gouging, and cloud computing(49:29) XRP and SEC lawsuit update and implications(56:29) Proposed regulations for crypto projects and Trump coin(1:00:21) The need for clear crypto regulations and potential for new projects
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Links from the show:
Mark Rober’s Philip Defranco interview: https://www.youtube.com/watch?v=W1htfqXyX6M
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X: https://x.com/alex
LinkedIn: https://www.linkedin.com/in/alexwilhelm
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LinkedIn: https://www.linkedin.com/in/jasoncalacanis
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(9:56) Gusto - Get three months free when you run your first payroll at http://gusto.com/twist(20:07) Northwest Registered Agent. Form your entire business identity in just 10 clicks and 10 minutes. Get more privacy, more options, and more done—visit northwestregisteredagent.com/twist today!(29:58) AdQuick - For TWiST listeners - AdQuick is waiving their fee on your first campaign. Visit https://www.adquick.com/twist
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