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This Week in Startups

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May 6, 2022 • 1h 20min

Stripe launches Plaid competitor, Cameo layoffs, Elon raises $7B + Streaming news with Lon Harris | E1452

First we chat with Lon Harris from Inside Streaming about the latest Netflix news, strategy, exciting upcoming shows and the proliferation of ads on streaming services (2:23). Then we cover Plaid CEO insinuating that a Stripe PM probed their company for information before making a copycat (39:40), Cameo's round of layoffs that included 4 execs (53:08) and the latest on Elon Musk's Twitter acquisition (1:06:25). (00:00) Jason and Molly tee up today’s show (02:23) This Week in Streaming with Lon Harris (10:55) iTrust Capital - Visit https://itrust.capital/twist to create your Crypto IRA today (12:11) The Hollywood Reporter published an article on the craziness inside Netflix that led up to them losing users and the stock collapsing (17:57) Nerding out on the upcoming Obi-Wan series and Star Wars (22:54) Masterworks - Skip the waitlist to invest in art using promo code TWIST at https://Masterworks.io/twist (24:02) More thoughts on what Disney will do with Star Wars and Marvel/DC (31:52) Peacock will introduce dynamically inserted in-scene ads (36:07) Microacquire - Sell your business with no fees at https://try.microacquire.com/twist (37:30) Wrapping up with Lon (39:40) Startup news: the Stripe mafia (52:08) Cameo lay-offs include execs (1:06:25) CNBC reports Elon Musk will serve as temporary Twitter CEO following takeover (1:11:25) The money behind Elon's Twitter purchase FOLLOW Lon: https://twitter.com/lons FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood
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May 5, 2022 • 1h 43min

Live Show Preview: Wednesday May 4

Every Monday - Thursday, Jason and Molly record live at https://youtube.com/thisweekin - it has bonus content that doesn't make it into the edited version of the show. This is a sample of the LIVE version recorded today. If you like this, subscribe, sign up for notifications and join us live in the YouTube chat. 
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May 5, 2022 • 1h 18min

Tech reactions to Roe vs. Wade leak + $UBER, $LYFT and $ABNB earnings | E1451

First Jason and Molly discuss the way tech is impacted by the leaked Supreme Court Roe vs. Wade decision (2:20). Then they break down the differences between a Lyft and Uber’s Q1 (52:18). To wrap, we discuss AirBnB’s strong quarter and upcoming big announcement (1:03:48). 00:00 Jason and Molly intro today’s show 02:20 Catching everyone up on the history of Roe v. Wade 11:01 Odoo - Get your first app free and a $1000 credit at https://odoo.com/twist 12:06 When has a federal right been taking away before in the US? 14:45 Tech’s reaction to Roe v. Wade being overturned 20:02 iTrust Capital - Visit https://itrust.capital/twist to create your Crypto IRA today 21:10 How much should companies engage in these conversations? 33:22 Coda - The All-in-one doc for teams, get a $1,000 credit at https://coda.io/twist 34:39 Talking about what the reaction will be to Roe v. Wade being overturned 50:10 A little win in the Climate Syndicate 52:18 Tech earnings: Uber & Lyft 1:03:48 Tech earnings: AirBnB 1:11:33 Chairman Powell raised the fed’s rate by 50 basis points (biggest rate hike in 2 decades) FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood
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May 3, 2022 • 56min

Meta's VR plans with The Information's Sylvia Varnham O'Regan + SEC strengthens its crypto enforcement team | E1450

First, we speak with The Information’s Sylvia Varnham O’Regan about Meta's plan to double its VR headsets by 2024 (02:06), VR adoption (13:14), and more. We wrap by discussing the SEC’s Crypto Assets and Cyber Unit adding 20 new agents (39:52). 00:00 Jason and Molly tee up today’s show 02:06 Speaking with The Information’s Sylvia Varnham O’Regan on her article about Meta doubling its VR headsets by 2024 12:01 Vanta - Get $1,000 off automating your SOC 2 at https://vanta.com/twist 13:14 What will be the tipping point in adoption for Meta’s VR headsets? 22:10 Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/TWIST 23:25 What does the timeline look like for Meta’s VR headsets? 35:40 Meta’s Burlingame Oculus store 38:38 Embroker - Get an extra 10% off insurance for your business at https://Embroker.com/twist 39:52 The SEC’s Crypto Assets and Cyber Unit, formally known just as Cyber Unit, will be adding 20 new positions Check out Sylvia's Reporting: https://www.theinformation.com/articles/meta-plots-ambitious-vr-release-schedule-of-four-headsets-by-2024 FOLLOW Sylvia: https://twitter.com/SylviaVarnham FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood
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May 3, 2022 • 1h 24min

Bolt's struggles with The Information's Malique Morris + How Yuga Labs' mint sent Ethereum Gas 120X + Gravity Sketch | E1449

First, we discuss Bolt’s declining customer base and struggles with The Information’s Malique Morris (02:50). In addition, we discuss Fast, Amazon's "Buy with Prime," ShopPay (25:35) and all the other developments in online checkout. Next, we cover a massive spike in Ethereum gas prices from Yuga Labs and Solana's bot attack (55:12). We wrap with our Startup of the Day: Gravity Sketch, a 3D design platform (1:11:35). (00:00) Jason and Molly introduce today’s show (02:50) Last Thursday, The Information’s Malique Morris published an article on Bolt’s declining customer base and struggles, he joins us to discuss (12:19) Ourcrowd - Check out the deal of the week at https://ourcrowd.com/twist (13:26) Speaking to Domm Holland and Ryan Breslow, how are they different? (24:19) Fiverr - Sign up for https://Fiverr.com/Business free for the first year and save 10% on your purchase with promo code JASON (25:35) Amazon’s “Buy with Prime” and their Amazon Basics monopoly (32:12) First Republic Bank - Discover what a long-term financial relationship can do for you. Visit https://firstrepublic.com/startup today to learn more. (33:08) Stripe doing their own Fast checkout, competing against their own investment? (46:20) Wrapping up with Malique Morris (48:50) Spring energy in New York (55:12) WEB 3 is going great update (1:11:35) We Live in the Future with our Startup of the Day: Gravity Sketch, a 3D design platform Read Malique's Article: https://www.theinformation.com/articles/bolt-a-checkout-startup-worth-11-billion-has-been-losing-customers-as-revenue-stalls FOLLOW Malique: https://twitter.com/luxeoflique FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood
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May 1, 2022 • 1h 8min

How to manage competing portfolio companies (VC School) + Energy Impact Partners' Shayle Kann (Climate) | E1448

Sunday double-header. First, in VC Sunday School Jason discusses competing companies in the portfolio, when it's ok, when it's not and how to manage issues in good faith (01:52). Then, in This Week in Climate Startups, Molly interviews Energy Impact Partners' Shayle Kann (19:42) about "Deep Decarbonization," the carbon management industry (33:37) and more. 00:00 Jason and Molly intro today’s show 01:52 VCSS: Can you invest in competing companies? Where to draw that line? 11:55 iTrust Capital - Visit https://itrust.capital/twist to create your Crypto IRA today 13:11 When to give a “no” to a company 19:42 TWiCS with Shayle Kann 22:19 Cyvatar - Get your first 2 months free at https://cyvatar.ai/twist 23:35 Deep Decarbonization 32:21 Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist 33:37 Defining the Carbon Management Industry 49:18 The nuts and bolts of Shayle’s fund 56:57 Shayle’s podcasts: Carbon Copy and Catalyst Check out Energy Impact Partners: https://www.energyimpactpartners.com FOLLOW Shayle Kann: https://twitter.com/shaylekann FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood
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Apr 30, 2022 • 58min

$AMZN & $AAPL earnings, Snap's drone, China softens on tech, AirBnB goes nomad + Landon from Inside | E1447

First, we cover 5 news stories: Amazon Q1 earnings (02:01), Apple's fiscal Q2 earnings (06:33), China's new tune for tech (12:06), AirBnB's long-term remote commitment (16:55) and Snap's new Pixy camera drone (24:48).  Then Producer Rachel interviews Landon Campbell of inTheir20s and inside.com about investing, landing big guests like Steve Wozniak for his podcast and what he's learned about how great people spent their 20s (29:47). (00:00) Molly introduces today’s 5-for-5 Friday news stories (02:01) Amazon Q1 Earnings (06:33) Apple Q1 Earnings (10:48) Gun.io - Get $250 off your first developer hire at https://Gun.io/twist! (12:06) China Eases Tech Regs (16:55) AirBnB Goes Remote (23:42) Ourcrowd - Check out the deal of the week at https://ourcrowd.com/twist (24:48) Snap’s Pixy Drone (28:19) Producer Rachel introduces this week's OK Boomer (29:47) OK Boomer: Producer Rachel interviews Landon Campbell of inTheir20s and inside.com (34:28) Thorne - Personalized, scientific wellness. Go to https://Thorne.com/u/TWIST (35:44) Producer Rachel and Landon on investing FOLLOW Landon: https://twitter.com/landon20s FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood
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Apr 29, 2022 • 1h 43min

WeCrashed & Severance finales w/ Lon Harris + Twitter follower changes w/ The Verge's Corin Faife | E1446

First up, Lon Harris joins to break down the finales of WeCrashed (1:52) and Severance (34:50), then The Verge's Corin Faife joins to discuss his research on the sharp changes in Twitter follower counts for right-leaning and left-leaning accounts. (1:07:39) 0:00 Jason & Molly intro today’s show with some Don Julio 1942 1:52 Jason and Molly catch up with Lon Harris 5:10 Toasting to the WeCrashed finale 10:03 OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist 11:23 Jason’s Jim Brooks wine story 16:50 “If you’re successful be generous” 20:00 LinkedIn Marketing - Get a $100 LinkedIn ad credit at https://linkedin.com/thisweekinstartups 21:26 Was the WeCrashed ending satisfying? 32:46 iTrust - Visit https://itrust.capital/twist to create your Crypto IRA today 33:48 Final thoughts on WeCrashed’s pacing 34:50 Breaking down Severance 42:54 Similarities between Severance and WeCrashed, general thoughts on their social commentary 1:05:42 Wrapping up with Lon 1:07:39 Twitter confirmed organic fluctuations in follower counts after the Elon Musk deal was announced, and Corin Faife joins to break down the numbers 1:32:22 Jason and Molly’s thoughts on Twitter follower fluctuations FOLLOW Lon: https://twitter.com/lons FOLLOW Corin: https://twitter.com/corintxt FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood
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Apr 28, 2022 • 1h 12min

Archegos founder arrested, Bolt sued by Authentic Brands, $GOOG & $MSFT earnings, Apple sells repair parts, EV Corvette | E1445

All news. First we break down the SEC's allegations from one of the craziest financial stories since Bernie Madoff, Archegos Capital (4:20). Then cover: Bolt being sued by its largest customer (28:47), Google and Microsoft's Q1 2022 earnings for the first quarter (42:45) and Apple selling iPhone spare parts and repair tools (1:02:10). We wrap with GM's EV corvette announcement (1:07:20). 00:00 Jason and Molly tee up today’s news stories 04:20 Archegos Capital owner Bill Hang and its CFO were arrested this morning for concealing billions of dollars of leverage that led to the firm closing last March 10:25 Cyvatar - Get your first 2 months free at https://cyvatar.ai/twist 11:42 More on the Archegos Capital fraud and losses 22:17 Odoo - Get your first app free and a $1000 credit at https://odoo.com/twist 23:23 Family Offices and the Archegos fraud 28:47 Bolt sued by their largest customer for failing to deliver on product & potentially, maybe, allegedly committing light securities fraud? 38:42 Coda - The All-in-one doc for teams, get a $1,000 credit at https://coda.io/twist 39:58 Facebook Q1 revenue up 7% y/y, net income down 21% y/y 42:45 Google reported earnings yesterday after the markets closed 51:58 Microsoft reported earnings yesterday after the markets closed 56:58 Manscaped released their Q4 and 2021 full year earnings 1:02:10 Apple acting on Right to Repair 1:07:20 Chevy is making an electric Corvette FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood
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Apr 26, 2022 • 1h 13min

Jack's Twitter take & employee reactions, Medical NFTs, Hopin's $200M founder secondary sale | E1444

All news. We break down, Jack chiming in on Twitter’s sale to Elon Musk and the employee reactions (2:21). Then, we talk about an NFT project where Doctor influencers on TikTok are selling access to medical advice (40:02). To wrap, we cover Hopin’s fundraising at a large valuation, its founder's $195M secondary sale and more (52:27). (00:00) Jason and Molly tee up today’s news stories (02:21) What did “Jack After Dark” have to say about Twitter deal? (14:56) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/TWIST (16:05) Jack feels Elon and Parag want Twitter to be maximally trusted and broadly inclusive (20:30) How are Twitter employees feeling about the Elon Twitter deal? (27:14) Embroker - Get an extra 10% off insurance for your business at https://Embroker.com/twist (28:29) Twitter has locked down any changes related to their platform to keep employees from “going rogue” (35:01) Vanta - Get $1,000 off automating your SOC 2 at https://vanta.com/twist (36:15) People do their best work with Elon (40:02) TikTok famous doctors are getting into NFT’s, and it’s a mess (52:27) Hopin: virtual event startup struggles, their founder cashed out to $195M FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood

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