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Todays show:
Alex Wilhelm joins Jason to discuss news that a16z has built out a GPU cluster that it rents to its portfolio companies (4:22), Q2 venture trends (31:02), robotics startups (57:39), new TWIST500 companies (1:11:51), and more!
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Timestamps:
(0:00) Jason and Alex kick off the show
(4:22) Venture capital firms building AI GPU clusters and a16z's “oxygen”
(10:09) .Tech Domains - Apply for the Jam Session with JCal contest today at https://jamwithjcal.tech
(11:13) Where this leads the industry
(20:21) Michael Ovitz's influence and venture capitalists' work ethic
(30:10) Vanta - Get $1000 off your SOC 2 at https://vanta.com/twist
(31:02) Q2 venture capital funding trends and strategies for struggling companies
(37:00) OpenPhone - Get 20% off your first six months at https://www.openphone.com/twist
(38:23) Global AI funding trends and current state of venture capital
(57:39) Teleoperation robots, remote work arbitrage, and ethical considerations
(1:11:51) Robotics companies' funding, the future of AI and robotics, and the TWIST500
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Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.com/
Check out the TWIST500: twist500.com
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Mentioned on the show:
https://www.theinformation.com/articles/andreessen-horowitz-is-building-a-stash-of-more-than-20-000-gpus-to-win-ai-deals?rc=g3wfdp
https://infogram.com/global-quarterly-ai-funding-through-q2-2024-1h0n25okznz5l4p
https://infogram.com/global-venture-dollar-volume-q2-2024-1hnp27eewj9on4g
https://www.cnn.com/2020/09/14/business/robots-japan-supermarkets-spc-intl/index.html
https://www.reddit.com/r/overemployed
https://www.athena.com/#Elite-Assistants
https://nypost.com/2024/04/09/us-news/nyc-restaurants-use-zoom-cashiers-from-philippines
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Follow Alex:
X: https://x.com/alex
LinkedIn: https://www.linkedin.com/in/alexwilhelm/
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Follow Jason:
X: https://twitter.com/Jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
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Thank you to our partners:
(10:09) .Tech Domains - Apply for the Jam Session with JCal contest today at https://jamwithjcal.tech
(30:10) Vanta - Get $1000 off your SOC 2 at https://vanta.com/twist
(37:00) OpenPhone - Get 20% off your first six months at https://www.openphone.com/twist
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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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Check out Jason’s suite of newsletters: https://substack.com/@calacanis
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Substack: https://twistartups.substack.com
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