This Week in Startups

TWiST News: Venture-Backed Defense Startups, Anti-Drone Guns, and Querio's AI Data Platform | E2048

Nov 21, 2024

01:15:29

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This time, Steven Simoni, CEO of Allen Control Systems, shares insights on building autonomous gun systems for defense, touching on innovations in anti-drone technology and their implications for military applications. Rami Abi Habib, CEO of Querio, discusses democratizing data analysis with their user-friendly business intelligence platform, aimed at making complex data processes accessible to everyone. Together, they explore the intersections of technology and defense while highlighting the evolving landscape of data management.

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Episode notes

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Quick takeaways

Nvidia's anticipated $33 billion revenue illustrates its strategic pivot from gaming GPUs to AI applications, underscoring significant market opportunities.

Understanding Total Addressable Market (TAM) is crucial for tech companies, as innovations can exponentially expand market size beyond traditional assessments.

Startups like Allen Control Systems exemplify how technology-driven innovations in defense, such as autonomous gun systems, modernize military capabilities and address emerging threats.

Deep dives

NVIDIA's Earnings Insights

NVIDIA is anticipated to report approximately $33 billion in revenue, with data center revenue contributing significantly at $29 billion. This shift marks a substantial transition from its gaming roots, as the company has capitalized on the increasing use of GPUs in AI and machine learning tasks. The noteworthy growth in data center revenue highlights NVIDIA's capacity to expand its market, evolving from gaming and cryptocurrency to broader applications in AI technology. This transition exemplifies the concept of market manifestation, indicating that technological advancements can substantially enlarge a company's addressable market.

Intro

2min

NVIDIA's Financial Evolution and Market Dynamics

7min

Navigating Compliance and Market Expectations in Tech

2min

Analyzing NVIDIA's Financial Dynamics

7min

AI Hardware Innovations and Podcast Evolution

8min

Advancements in Autonomous Military Technology

7min

Efficiency in Energy and Beyond: From Modular Reactors to Music

2min

Countering Drone Swarms: Innovations and Economics

13min

Recruiting Engineers for Impactful Work and Fun Product Demos

2min

10.

Nostalgia Meets Innovation

8min

11.

The Evolution of Data Roles and Tools

14min

12.

Disruptive Pricing Strategies in Data Platforms and Startup Opportunities

2min

13.

Upcoming Topics and Audience Engagement

2min

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Todays show:

Jason and Alex dig into why Nvidia's latest earnings report is such a big deal, and how the chip giant could help keep the AI hype alive. Or, how it could poke a hole in market enthusiasm. The pair also welcome the CEO of Allen Control Systems to discuss building venture-backed defense companies. Then, the CEO of Querio joins the show to show off what his company has built.

Timestamps:

(0:00) Jason and Alex kick off the show

(1:32) Nvidia’s expected $33B revenue and its transition from gaming GPUs to AI workloads.

(9:01) Vanta - Get $1000 off your SOC 2 at https://www.vanta.com/twist

(10:05) Nvidia’s growth over time

(15:55) When will an Nvidia lighthouse customer switch to a competitor’s product?

(22:28) OpenPhone - Get 20% off your first six months at https://www.openphone.com/twist⁠

(23:28) Allen Control Systems’ Steven Simoni joins the show

(32:38) Sprig - Visit https://www.sprig.com/twist to book a demo and get a $75 gift card.

(33:52) The rise of venture-backed defense startups and autonomous systems for military applications

(50:20) Querio’s Rami Abi Habib joins the show

(55:38) Demo of Querio’s platform