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This Week in Startups

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Nov 30, 2022 • 1h 13min

Apple vs Twitter, app store duopoly, YouTube's efficiency, Snap goes back to the office | E1623

First up, J+M cover Twitter vs. Apple and the app store duopoly (2:10) before breaking down Google's employees per department. (32:48) They wrap up talking about Snap announcing a return to the office for all employees (37:09) and more crypto chaos. (58:18) (0:00) J+M tee up today's topics! (2:10) Twitter vs Apple (9:23) Mayfair - Get 4% APY on your idle cash automatically at https://getmayfair.com/twist  (10:53) Apple/Google app store duopoly, Steve Jobs's original App Store pitch (21:43) Blueground - Get up to $1000 off your booking at https://promos.theblueground.com/twist  (23:15) App Store as a blocker for startups, Apple's interesting priorities (32:48) Google's employees per department breakdown, YouTube's insane efficiency (35:40) Microsoft for Startups Founders Hub - Apply in 5 minutes, no funding required, sign up at http://aka.ms/thisweekinstartups (37:09) Google's dramatic headcount increase since 2019, Snap asks employees to return to the office 80% of the time starting in February, end of entitlement in tech (58:18) BlockFi goes bankrupt and sues SBF, Miami nightclubs see ~99% decline in crypto payments FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1
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Nov 29, 2022 • 20min

Managing Finances in a Recession: Startup Finance Basics w/ Kruze's Scott Orn | E1622

Jason welcomes back Kruze COO Scott Orn for another edition of Startup Finance Basics! Jason and Scott break down the state of the market (0:00), 2023 budget planning (9:21), and how to nail investor comms! (14:58) (0:00) Jason welcomes Kruze COO Scott Orn and they discuss the state of startups and VC (9:21) What a 2023 budget plan should look like at a Seed stage startup (14:58) Bias for action, investor comms
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Nov 29, 2022 • 1h 28min

Pipe's Co-Founders step down, Apple's China-based iOS update, Black Friday's BNPL boost | E1621

TechCrunch's Alex Wilhelm joins to break down the news! First up, the trio covers Pipe's Co-Founders abruptly stepping down (7:06) and the lessons learned. (26:29) Then, they discuss Apple's China-based iOS update impacting AirDrop (40:31) before Alex leaves. J+M finish the show with more thoughts on China and react to Black Friday's ATH sales volume and the BNPL boom. (1:11:01) (0:00) J+M tee up today's topics and special news guest! (2:21) J+M catch up on their Thanksgiving breaks with TechCrunch's Alex Wilhelm! (7:06) Intense velocity of notable tech stories, teeing up the Pipe situation (12:05) LinkedIn Marketing -  Get a $100 LinkedIn ad credit at https://linkedin.com/thisweekinstartups (13:34) Breaking down the Pipe Co-Founders abruptly stepping down (25:02) Supergut - Get 30% off with code TWIST at https://supergut.com  (26:29) Pipe's expansion into media and crypto, lessons learned from the "speculative asset bubble" (37:21) Fitbod - Get 25% off at https://fitbod.me/twist  (38:39) Alex on running a subscription-based media business within an ad-based media business (40:31) Protests in China, Apple's recent China-specific iOS update, which impacting AirDrop (59:59) J+M wrap with thoughts on China after Alex departs (1:11:01) Black Friday spending hits an all-time high, BNPL sees huge bump y/y FOLLOW Alex: https://twitter.com/alex FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1
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Nov 27, 2022 • 56min

How VCs size their bets + Ben Birnbaum of TeraWatt and Keyframe | E1620

On VC Sunday School, Jason and Molly discuss how VCs size their investments (1:40). Then, Molly is joined by Ben Birnbaum of Keyframe and TeraWatt! (13:17) (0:00) Molly tees up today's topics! (1:40) Jason breaks down how VCs think about bet sizing! (11:43) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist  (13:17) Molly welcomes Ben Birnbaum of TeraWatt and Keyframe to discuss his background and why he started TeraWatt! (27:07) Odoo - Get access to all of Odoo's apps, services, and maintenance for under $25 at https://odoo.com/twist  (28:15) Ben explains the current state of commercial EVs and TeraWatt's progress (34:05) How TeraWatt spawned Keyframe, where Ben is an investment partner (38:20) House of Macadamias - Get 20% off at https://houseofmacadamias.com/twist by using code TWIST20 (39:47) Ben explains how and why he started an investment firm to fund his own startup (and startups like it!) Check out TeraWatt: https://terawattinfrastructure.com Check out Keyframe: https://www.keyframecapital.com FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1
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Nov 23, 2022 • 1h 26min

Zoom earnings, SaaS burnout, Amazon's $10B Alexa loss + FTX contagion with Sunny Madra | E1619

First up, Jason and Molly discuss Zoom's Q3 earnings and SaaS burnout throughout the industry (1:37). Then, they break down Amazon's $10B loss tied to its Alexa smart speakers (22:13) and an Airbnb Co-Founder's new housing startup! (34:54) Sunny Madra joins in the final segment to help explain the crypto contagion caused by the FTX collapse. (45:12) (0:00) Jason tees up today's segments! (1:37) J+M wind-down earnings season with Zoom's Q3 results and discuss SaaS burnout in tech (14:40) Embroker - Use code TWIST to get an extra 10% off insurance at https://Embroker.com/twist  (15:55) How Zoom survives and thrives with insane competition (22:13) Amazon's hardware/Prime Video division is on pace to lose ~$10B this year, mostly due to Alexa losses (30:33) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/TWIST (32:01) Solving Amazon's Alexa problem (34:54) Startup of the Day: Airbnb Co-Founder Joe Gebbia has started a housing startup! (43:46) Mixpanel - Apply for $50K in credits at https://mixpanel.com/startups  (45:12) Sunny Madra joins to break down the contagion throughout crypto caused by the FTX collapse (1:08:51) More FTX craziness: SBF's hundreds of millions of secondary, FTX's real estate purchases, and more! (1:14:14) Is Coinbase in danger as one of the last major exchanges standing? Could Bitcoin fall further? How hard will it be to raise VC in crypto going forward? FOLLOW Sunny: https://twitter.com/sundeep FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1
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Nov 21, 2022 • 48min

EMERGENCY POD! Bob Iger returns as Disney CEO | E1618

Bob Iger is BACK as Disney CEO, and Bob Chapek has left the company! First, Jason and Molly break down how we got here (11:49) before Lon Harris joins to go deeper on Chapek's missteps and join in on some speculation and predictions for Iger's second stint as CEO! (23:25)  (0:00) J+M tee up today's EMERGENCY POD! (1:40) Jason and Molly catch up on some wild news from the weekend: Elizabeth Holmes's sentencing, crypto contagion, and more! (10:21) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist  (11:49) Bob Iger is back as Disney CEO as Bob Chapek steps down, Molly's Chapek intuition (21:56) Crowdbotics - Get a free scoping session for your next big app idea at crowdbotics.com/twist (23:25) Streaming expert Lon Harris joins to break down where Chapek went wrong as Disney CEO (32:59) Supergut - Get 30% off with code TWIST at https://supergut.com  (34:30) More Chapek missteps, how he could have handled things differently, theories/predictions on Iger's next big swing FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1
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Nov 20, 2022 • 58min

VC investing in a downturn & protecting founders + smart vents with Flair's Dan Meyers | E1617

J+M kick off the show with another edition of VCSS: a VC’s role in a down market and protecting your money and founders. (4:32) Then, Dan Meyers of Flair joins Molly for this week’s edition of TWiCS.(28:27) (0:00) J+M discuss how winners start work on Sunday (4:32) VC Sunday School: Raising and deploying capital in a collapsing economy (11:32) Vanta - Get $1000 off your SOC 2 at https://vanta.com/twist (13:02) Pay-to-Play + fiduciary duty vs friendship (18:10) Smash Digital - Visit https://SmashDigital.com/TWIST to get a free SEO video audit for your business (19:32) Dollar-cost averaging into a trade and having the founder’s back (28:27) Molly kicks off TWiCS with Flair Founder - Dan Meyers (36:41) Microsoft for Startups Founders Hub - Apply in 5 minutes, no funding required, sign up at http://aka.ms/thisweekinstartups (38:10) Flair’s business model and the smart puck and vent (49:23) Dan’s pitch to customers and Flair’s competition FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood FOLLOW Dan: https://twitter.com/flair Check out Flair: https://flair.co Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1
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Nov 18, 2022 • 57min

Managing a recession, housing market insights & more with Redfin's Glenn Kelman + OK Boomer | E1616

Redfin CEO Glenn Kelman joins Jason to discuss the current downturn, operating in a recession, layoffs, the housing market and more. (1:31) Then, Producer Rachel is joined by Volv Co-Founders Shannon Almeida and Priyanka Vazirani. (33:46) (0:00) J+M tee up today's segments! (1:31) Glenn Kelman joins Jason to break down the current downturn, operating in a recession, layoffs, and more (14:30) FanDuel Sportsbook - Sign up with promo code TWIST to place a $1000 risk-free bet at https://sportsbook.fanduel.com  (16:02) State of the housing market (29:10) Zapier - Try for free today at https://zapier.com/TWIST  (30:43) Molly and Producer Rachel tee up this week's OK Boomer! (33:46) Volv Co-Founders Shannon Almeida and Priyanka Vazirani join Producer Rachel to discuss their nine-second articles media concept FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood FOLLOW Glenn: https://twitter.com/glennkelman FOLLOW Rachel: https://twitter.com/_rachelbraun FOLLOW Priyanka: https://twitter.com/Priyanka_Vaz FOLLOW Shannon: https://twitter.com/shannonsalmeida Check out Volv: https://www.volvmedia.com Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1
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Nov 17, 2022 • 1h 4min

Breaking down the FTX book + film rights & Michael Lewis’s involvement with Lon Harris | E1615

Lon Harris joins for the FULL show to break down the most recent FTX book/film news (2:26), the business of horror movies (30:42), Apple’s MLS deal (46:43), and more! (0:00) J+M tee up today’s show (2:26) Lon joins to catch up on the most recent FTX book/film news (14:16) Odoo - Get your first app free and a $1000 credit at https://odoo.com/twist (15:24) FTX’s new CEO comments, mapping out FTX content based on the coming Michael Lewis book, CAA’s leaked email (29:29) Dell for Startups - Apply for Dell for Startups and get an additional 10% off at http://dell.com/twist (30:42) Business of horror movies: Blumhouse looking to merge with Atomic Monster (38:39) Linode -  Apply to Linode’s Rise program for up to six figures in discounts at https://linode.com/twist (40:08) Giving Andor its flowers (46:43) Apple’s deal for MLS streaming rights, White Lotus talk, and Lon recommendations! FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood FOLLOW Lon: https://twitter.com/lons Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1
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Nov 17, 2022 • 58min

Amazon launches "Amazon Clinic" + Calibrate CEO Isabelle Kenyon on metabolic health | E1614

Molly rides solo today as she breaks down Amazon’s new telehealth business, Amazon Clinic. (1:40) Then, Calibrate CEO Isabelle Kenyon joins Molly for another edition of the Next Unicorns! (9:30) (0:00) Molly tees up today's topics! (1:40) Molly breaks down Amazon clinic (8:15) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist (9:30) Calibrate CEO & Founder Isabelle Kenyon joins Molly for the Next Unicorns to chat about calibrate and GLP-1s (20:52) LinkedIn Marketing - Get a $100 LinkedIn ad credit at LinkedIn.com/nextunicorn (22:30) Understanding how inflammation causes many chronic diseases +  obesity epidemic (35:51) MicroAcquire - Sell your business with no fees at https://try.microacquire.com/twist (37:19) Calibrate’s enterprise business + inequality in healthcare Check out Calibrate: https://www.joincalibrate.com FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1

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