First up, Jason and Molly cover TikTok's recent patents that indicate it might be going after Spotify (2:23). Then, the duo breaks down a recent WSJ report about VCs giving conflicting advice to founders. (18:05) After the news, J+M are joined by Redfin CEO Glenn Kelman and Divvy Homes CEO Adena Hefets for an in-depth break down of the current US housing market. (33:36) WSJ article: https://www.wsj.com/articles/silicon-valley-lurches-between-deep-cuts-and-bold-spending-11659268801 (0:00) Jason and Molly tee up today's topics and guests! (2:23) TikTok might be going after Spotify's music streaming business with "TikTok Music" (16:45) Policygenius - Go to https://policygenius.com to get a free life insurance quote (18:04) Jason and Molly break down a WSJ report about conflicting advice that VCs are giving to founders re: approaching the current downturn; Jason debuts his "Cash vs. Profitability Matrix" (32:04) Notion - Get $250 off by using code TWIST at https://notion.so (33:36) Redfin CEO Glenn Kelman and Divvy Homes CEO Adena Hefets join and break down their businesses before getting into how a 2022 housing downturn might be different from 2008 (41:36) Prometheus - Go to Prometheusalts.com or download it on the App Store and use the access code TWIST to sign up (43:09) Institutional buyers' impact on housing supply, pandemic migration impact on local inflation, new construction outlook (1:08:36) Rental market outlook, commercial real estate's grim projections

First up on the Sunday show, Jason breaks down the different levels of diligence at different company stages for VC Sunday School (2:02). Then, Fion Technologies CEO Sudarshan Sridharan joins to talk helping firefighters fight wildfires with mapping technology. (21:31) (0:00) Jason tees up today's Sunday edition of This Week in Startups! (2:02) Molly recaps her first half year of investing, then asks Jason about diligence at different stages of investing in different verticals (10:23) UserTesting - Get real human insights from customers, try for free today at https://usertesting.com/twist (11:40) Jason on great investments coming out of "prepared minds", the importance of testing and trying (19:57) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist  (21:31) Molly welcomes Fion Technologies CEO Sudarshan Sridharan to discuss helping wildfire fighting with software and his founding story (32:36) Brave - Download today at https://brave.com/twist to browse faster, search privately and so much more (33:56) Sudarshan explains how the Fion app helps firefighters, its pricing model, and more (41:06) The state of wildfires in the US, why Sudarshan is building Fion

Jason is BACK and he's ready to Jay Trade! Jason and Molly wrap up big tech earnings week with a major deep dive on $AMZN's impressive quarter (1:53), $AAPL's slowing revenue growth/growing subscriber base (26:04), and the lack of faith in $META's big bet. (31:44) Producer Rachel wraps the show with another great edition of OK Boomer, featuring popular YouTube and investor Nate O'Brien! (40:18) (0:00) Jason is BACK for a huge news day! (1:53) $AMZN Q2 was highlighted by two insane business segments: AWS and advertising (18:20) iTrust Capital - Visit https://itrust.capital/twist to create your Crypto IRA today (19:24) Continued breakdown of $AMZN's Q2: Amazon Prime and retail; Jason makes another Jay Trade and gives his investment thesis for $AMZN (24:43) MicroAcquire - Sell your business with no fees at https://try.microacquire.com/twist (26:04) $AAPL earnings: slowing growth, but still putting up huge numbers, Apple's 800M+ paid subscribers (31:44) Antitrust action against Meta, Jason gives his take on Meta's all-in bet on the metaverse (39:01) Odoo - Get your first app free and a $1000 credit at https://odoo.com/twist (40:18) OK Boomer: Investor & YouTuber Nate O'Brien joins to talk growing his YouTube to 1M+ subscribers, his journey to investing, and more

Today's show is a CLASSIC TWiST founder interview. Anchor Co-Founder Mike Mignano joins to tell Anchor's founding story (1:40), break down what it's like getting acquired by Spotify (15:32), and talk about how RSS standards might be stunting innovation in the podcasting space. (33:17) 0:00 Jason intros today's guest: Anchor Co-Founder Mike Mignano 1:40 Mike explains why he started Anchor, the original inspiration and first versions, finding PMF, building the nuts and bolts of a great podcast publishing experience 14:23 Helpware - Go to https://helpware.com/TWIST to get $1000 off your first invoice 15:32 Why Anchor sold to Spotify, the Series B term sheet they were considering at the time of acquisition, getting courted by Spotify CEO Daniel Ek, Anchor's first check story 24:44 LinkedIn Jobs - Post your first job for free at https://linkedin.com/twist 25:58 Why Apple hasn't innovated in podcasting, paid podcasts vs. advertising 31:59 Babbel - Save up to 60% off your language learning subscription at https://babbel.com/twist  33:17 Why Mike wrote his recent article: “The Standards Innovation Paradox”, evolving standards to increase innovation, the Substack example Read Mike's article: https://mignano.medium.com/the-standards-innovation-paradox-e14cab521391

BIG variety show today! Jason kicks off the show with Part 3 of "The Blueprint" series (1:43), then, CNBC's Deirdre Bosa joins to break down $GOOG and $MSFT earnings, $SHOP layoffs, and $COIN's SEC probe (17:23), and we wrap with Producer Rachel joining to break down the Kylie/Kim vs. Instagram feud! (45:42) (0:00) Molly tees up today's variety show: The Blueprint Part 3, big tech earnings with Deirdre Bosa, and Kylie/Kim vs. Instagram with Producer Rachel! (1:43) The Blueprint Part 3: Jason explains how to build and supercharge your network (16:27) Visa - Learn more about Visa’s online Small Business Hub at Visa.com/smallbusinesshub (17:23) CNBC's Deirdre Bosa joins to talk big tech earnings (19:21) $MSFT earnings for fiscal Q4 and FY2022 (25:18) LinkedIn Marketing -  Get a $100 LinkedIn ad credit at https://linkedin.com/thisweekinstartups (26:45) $GOOG Q2 earnings (33:05) $SHOP lays off 10% of employees (~1000), Tobi Lutke's blog post, Q2 earnings (37:45) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist (39:00) $COIN faces new SEC probe regarding whether or not they allowed investors to trade unregulated securities (45:42) Molly brings on Producer Rachel to break down the recent backlash against Instagram from celebrities and TikTok's superiority regarding creator monetization

Today, we have two interviews with founders innovating in the US prescription drug market to bring prices down for consumers. First up, Molly talks with Alex Oshmyansky, CEO of The Mark Cuban Cost Plus Drug Company, about building a "parallel supply chain", the importance of transparency, and a breakdown of the "financial engineering" in the industry. (3:22) Then, she talks to Capital RX CEO AJ Loiacono for a full breakdown on PBMs (pharmacy benefit managers) and the opaque pharmaceutical supply chain. (40:35) (0:00) Molly intros today's two interviews (3:22) Mark Cuban Cost Plus Drugs Company CEO and Founder Alex Oshmyansky on operating a startup while still being a practicing doctor and Cost Plug Drugs' business model (11:21) Harmonic - Get $4000 off at https://harmonic.ai/twist (12:43) Alex explains the state of the US drug space, why they're trying to build a "parallel supply chain", the importance of transparency, and the origin story of the company (23:44) Prometheus - Go to https://prometheusalts.com or download it on the App Store and use the access code TWIST to sign up (25:11) Drug production, hot button drug issues (32:16) Alex explains the "financial engineering" and profiteering in the prescription drug space (39:15) BairesDev - Go to https://baires.dev/twist and get $10,000 off when you sign your first contract (40:35) Molly intros the next guest: Capital RX CEO AJ Loiacono, who explains the convoluted and opaque pharmaceutical supply chain (54:30) Understanding PBMs (pharmacy benefit managers) and the broader healthcare industry (1:04:09) AJ gets into his background, starting Capital RX, and how it fits into the ecosystem

We have a big news show with a very special guest! TechCrunch's Alex Wilhelm fills in for Jason to break down the news with Molly. They cover Netflix cracking down on password sharing (2:12), Snap's rough Q2 earnings (6:45), Coinbase's alleged insider trading (21:28), the 3AC Bloomberg interview (36:37), and more! (0:00) Molly tees up today's news with Alex Wilhelm, who is filling in for Jason! (2:12) Molly and Alex share thoughts on Netflix cutting password sharing in some Central/South American countries (6:45) $SNAP Q2 earnings: stock drops ~40% on slowing revenue growth and growing losses (11:15) Embroker - Use code TWIST to get an extra 10% off insurance at https://Embroker.com/twist (12:27) Jason's almost-Jay Trade, $SNAP's debt situation, most interesting implications from the week ahead of big tech earnings (20:12) Odoo - Get your first app free and a $1000 credit at https://odoo.com/twist (21:28) $COIN's alleged insider trading, Jay Carney getting hired by Airbnb away from Amazon (35:23) Vanta - Get $1,000 off automating your SOC 2 at https://vanta.com/twist (36:37) Reacting to the 3AC founders' interview with Bloomberg, crypto contagion due to intermingling (45:09) Man who lost ~8000+ Bitcoin in a landfill is trying to raise capital to uncover the hard drive

For today's VC Sunday School, Jason talks about saying "no" to founders (1:20), and Molly asks about board meeting etiquette (20:12). Then, for This Week in Climate Startups, Molly speaks with Michael Luciani of Climate Capital (37:18). (0:00) Jason intros today’s show (1:20) VCSS: Saying “no” to founders (9:20) Brave - Download today at https://brave.com/twist to browse faster, search privately and so much more (11:01) Some VCs give a “no” to gauge a founder’s tenacity (19:08) iTrust Capital - Visit https://itrust.capital/twist to create your Crypto IRA today (20:12) Board meeting etiquette (36:02) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist (37:18) TWiCS: Michael Luciani of Climate Capital (1:02:40) Outro

Today, Jason and Molly speak with Ben Narasin of Tenacity VC about raising a new venture capital fund in the down market (1:30). Then, for this week's segment of OK Boomer, Producer Rachel sits down with Natalie Barbu of Rella (1:00:33). (0:00) Jason intros today’s show! (1:30) Jason and Molly speak with Ben Narasin of Tenacity VC (11:45) Masterworks - Skip the waitlist to invest in art using promo code TWIST at https://Masterworks.io/twist (13:07) How do you make a decision to sell a percent of your position? (26:59) Bubbles - Get your point across with unlimited screen and video recordings for free at https://usebubbles.com/twist  (29:06) Valuations, 2022 (39:39) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist (40:47) Crypto is a speculator’s game (45:25) Are these tokens securities? (59:19) Producer Rachel tees up this week’s OK Boomer (1:00:33) OKB: Natalie Barbu of Rella 1:25:16 Outro + Plugs

First up, Jason and Molly break down Amazon acquiring One Medical for $3.9B — what is the long-term strategy here (2:44)? And you know it’s Thursday, so you know we had to have Lon Harris on the show (16:36). We break down the Snyder Cut bot craziness (24:38), and Netflix’s path forward (37:25). There might even be a Jay Trade involved! (0:00) Jason and Molly tee up the show! (2:44) Amazon acquired One Medical for $3.9B (14:20) Prometheus - Go to Prometheusalts.com or download it on the App Store and use the access code TWIST to sign up (16:36) Lon Harris joins for This Week in Streaming: “Cryptoqueen” pilot (22:31) Intercom - Get advanced Intercom features and Early Stage Academy at a 95% discount bit.ly/earlystage22 (24:38) Rolling Stone reported The Snyder Cut was fueled by a bot army (32:43) Microsoft for Startups Hub - Apply in 5 minutes, no funding required, sign up at http://aka.ms/thisweekinstartups (34:49) Thoughts on Amazon’s streaming service (37:25) Jay Trading? Thoughts on Netflix’s path forward (46:30) Wrapping up and picking a new show (50:30) Outro