First, Molly Wood quickly sums up crypto donations flowing to Ukraine (2:03). Then, Jason and Molly chat with Molly White, the creator of the website "Web 3 is Going Great." We discuss the problems she identified with Web 3, speculation vs. building, DAOs, decentralization and more (7:01). (00:00) Molly intros today’s episode, crypto in Ukraine, Jason and Molly interview guest Molly White (02:07) The ways crypto has been used to help Ukraine (07:01) Molly and Jason interview guest Molly White (10:32) Mercury - Banking built for startups. See more at https://mercury.com/twist (12:02) Molly White talks about her website, web3isgoinggreat.com (14:07) Molly White talks about newer technologies in web3 and their future (17:06) Grifting in web3 (18:35) What it takes to truly understand web3 (20:38) RealGoodFoods - Go to https://realgoodfoods.com and use code TWIST for $15 off! (22:06) Bitcoin toxicity, brigading, and wash trading (25:34) Melania chimes in (25:43) Categories of grift in NFT’s (30:47) Ourcrowd - Check out the deal of the week at https://ourcrowd.com/twist (32:03) Jason predicts NFT lawsuits in 2023 (33:06) Toxicity in the bitcoin cult (35:00) What are good uses for blockchains and the web3 shift (35:55) Jason’s defense of bitcoin (36:42) Molly White’s counter to Jason’s defense of bitcoin (38:17) Problems with energy consumption in bitcoin (40:22) Can bitcoin help store monetary value in authoritarian countries? (42:39) Are DAOs (decentralized autonomous organizations) a good idea? (48:27) Questions companies need to be able to answer in the life of their product (49:39) The downfall of Enron: “How does this company make money?” (52:16) The caveats of being ok with true decentralization (55:10) Doxxing in crypto (01:04:03) Brigading in crypto and social media Check out Web 3 is Going Great: https://www.web3isgoinggreat.com FOLLOW Molly: https://twitter.com/molly0xFFF FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood

First up is a VC Sunday school where Jason discusses what investors mean when they say "we are interested in investing, but come back when you found a lead" (1:51). Then, we tease Molly's EV review of the Audi e-tron Sportback (20:42). To wrap, Molly does a This Week in Climate Startups segment with Seth Bannon, a founding Partner of Fifty Years, a Venture capital firm investing in climate solutions (34:12). You will learn: 1. The convictions that unpin Fifty Years' investment thesis 2. Why Seth thinks VC has lost his way 3. Why increasing longevity could be a net-positive for climate 4. How Fifty Years measures impact of their investments 5. How Seth evaluates the potential negative externalities of his investments 6. How his PhD to VC program works (recorded on 2/9/22) Show Notes: (00:00) Jason and Molly tee up today’s topics: VC Sunday School, Molly’s EV reviews, and This Week in Climate Startups! (01:51) VC Sunday School: Why some investors wait for founders to “find a lead” (09:59) Odoo - Get your first app free and a $1000 credit at https://odoo.com/twist (11:04) Getting to the root of why VCs wait for leads: nobody likes to turn down founders, LAUNCH role playing (19:36) Revelo - Get 20% off the first 3 months by mentioning TWIST at https://revelo.io/twist (20:42) Molly’s EV Review (check out at https://youtube.com/thisweekin), breaking down the next wave of EVs (32:42) Bubble. Get one month free of a no-code plan at https://bubble.io/twist (34:12) Seth Bannon of Fifty Years, raising their first fund, investment break down (47:11) Seth’s thoughts on the startup ecosystem “losing its way” over the past few years (55:03) Helping climate entrepreneurs Check out Fifty Years: https://fiftyyears.com FOLLOW Seth: https://twitter.com/sethbannon FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood

David Heinemeier Hansson, co-founder of Basecamp, discusses topics such as Basecamp's Twitter blowup, the shift from public to private discourse, his evolving stance on Bitcoin due to a lean towards authoritarianism in Canada, and the importance of keeping politics out of the workplace. Tony Tran, CEO of Lumanu, also shares insights on empowering creators in the solopreneur community and the value of networking for creators.

Molly interviews Jason about raising "LAUNCH Fund I." This season of Angel is focused on the nitty-gritty details of raising and running a first-time fund (22:47). Jason shares everything from getting his first check to his biggest mistakes. But first, we discuss the biggest cybersecurity hacks of the last decade and potential risks going forward (1:32).  (00:00) Jason and Molly intro the show, cybersecurity and Russia invading Ukraine, Molly interviews the OG Angel (01:32) Cybersecurity and Russia’s military invasion of Ukraine (12:40) LinkedIn Jobs - Go to https://linkedIn.com/angel and post your first job for free. (15:06) TikTok’s not secure, Florida water treatment plant hacked last year (17:27) Hiring “bounty hackers” for defense (21:33) Ourcrowd - Check out the deal of the week at https://ourcrowd.com/twist (22:47) Molly interviews the original Angel, Jason (36:52) Embroker - Get an extra 10% off insurance for your business at https://Embroker.com/twist (38:18) Jason tells Molly what didn’t work out with his first LAUNCH fund (48:14) When Jason knew the fund model would work (58:48) How his role as changed as the fund has scaled FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood Mentioned in the episode NotPetya: https://www.wired.com/story/notpetya-cyberattack-ukraine-russia-code-crashed-the-world/ Colonial Pipeline: https://www.bloomberg.com/news/articles/2021-06-04/hackers-breached-colonial-pipeline-using-compromised-password Solar Winds: https://www.npr.org/2021/04/16/985439655/a-worst-nightmare-cyberattack-the-untold-story-of-the-solarwinds-hack

First we discuss Kanye’s new “STEM Player” bluetooth speaker, and why he’s trying to diversify away from Spotify and streaming platforms (2:21). We continue with a discussion about platform reliance one founder saw his business destroyed overnight by Facebook (25:17). Then we cover Pipe.com’s recent acquisition which is bringing them into the media space (28:59)! Lastly, Molly chats with Launch Accelerator Cohort 24 founder Joshe Ordonez, the CEO of Airpals about her awesome messenger service startup (39:44). (0:00) Jason and Molly tee up today’s topics: Kanye’s genius move, the pitfalls of platform reliance, Pipe’s interesting acquisition, and Molly interviews another LA24 founder (2:21) Kanye’s genius move: diversifying away from streaming platforms (12:17) Notion - Go to https://Notion.so and use promo code TWIST to get $250 off its annual team plan (13:49) Possibilities opened by Kanye’s move, risks of platform reliance (23:55) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist (25:17) Jason gives final thoughts on leveraging platforms, but owning the relationship with consumers (28:59) Pipe’s newest acquisition will help them bring non-dilutive capital to the entertainment industry (38:27) Vanta - Get get $1,000 off automating your SOC 2 at https://vanta.com/twist (39:44) Molly sits down with LA24 founder Joshe Ordonez, CEO of Airpals Check out Airpals: https://www.airpals.co FOLLOW Joshe: https://twitter.com/JosheOrdonez FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood

First, we cover Coinbase CEO Brian Armstrong potentially taking credit for an idea generated by a creative firm (2:09). Then, we cover Peloton’s new CEO Barry McCarthy's vision for a revitalized Peloton (15:29). To wrap, we break down a dozen growth stocks that are down over 60% off their 52-week highs. We forecast two winners, one with the highest upside and one with the lowest downside (27:53). (0:00) Jason and Molly tee up today’s topics: Coinbase CEO gets called out by ad agency, Peloton’s new CEO hints at a platform play, drafting beat up tech stocks, and Molly’s Startup of the Day! (2:03) Coinbase CEO Brian Armstrong gets called out for not crediting an ad agency in his Twitter thread (14:20) Ourcrowd - Check out the deal of the week at https://ourcrowd.com/twist (15:290 Peloton CEO Barry McCarthy hints at creating an open platform for fitness creators (26:30) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/TWIST (27:53) Tech stock pullback draft: $HOOD, $TWLO, $ZM, $SQ (39:25) Odoo - Get your first app free and a $1000 credit at https://odoo.com/twist (40:29) Tech stock pullback draft cont’d: $OPEN, $ROKU, $CRSP, $RBLX, final selections (59:34) Molly reflects on her week and gives a climate-focused Startup of the Day! (1:18:31) Jason takes a few questions from the noti gang FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood The Brian Armstrong Thread: https://twitter.com/brian_armstrong/status/1495635907801923584?s=20&t=iFNMbAcau5ZV2FH-ZtavHg NYT with Barry McCarthy: https://www.nytimes.com/2022/02/19/business/dealbook/barry-mccarthy-interview-peloton.html

00:00 Jason intros the show, Roach Captial's first fund, and Producer Rachel's interview with the Dive Chat founder01:33 Angel Season 6 - First Time Funds 04:07 Fahd Ananta of Roach Capital's path from founder to PM to VC 06:08 Fahd's Angel investing beginnings in at Shopify 10:20 How Fahd made the transition from Angel investing to raising a fund 13:03 Ourcrowd - Check out the deal of the week at https://ourcrowd.com/twist 14:11 Using geography (Canada) as a competitive advantage to raise capital as a VC 18:34 How Fahd has differentiates himself to founders 22:15 Embroker - Get an extra 10% off insurance for your business at https://Embroker.com/twist 23:19 Fahd's investing thesis 26:05 Early winners in Fahd's portfolio 32:33 LinkedIn Marketing - Get a $100 LinkedIn ad credit at https://linkedin.com/AngelPod 34:09 Ok Boomer, Producer Rachel talks to John Herrick, the CTO of Dive Chat a new messaging and event app Check out Roach Cap: https://roachcap.com FOLLOW Fahd: https://twitter.com/fahdananta Check out Dive Chat: https://dive.chat/ FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood

Ashley Carman joins Jason & Molly to discuss Spotify's acquisition of podcast ad-tech companies Chartable and Podsights (1:55). Ashley is a senior reporter at The Verge and the lead writer at HotPod. We dig into why she thinks Spotify's main competition is YouTube and how the Big Tech and Big Media podcasting efforts are playing out.  After that, 10 companies pitch Jason and the team in rapid-fire (46:16). These startups went through Founder University, a 12-week course run by the team at Launch. 0:00 Jason and Molly tee up today’s topics: Spotify’s podcasting ambitions with Ashley Carman PLUS 10 founder pitches from Founder University 1:55 Ashley Carman joins to break down the news: Spotify acquires Chartable and Podsights, she also covers what happened to Clubhouse 13:25 Ourcrowd - Check out the deal of the week at https://ourcrowd.com/twist 14:29 What podcasting loses by going with dynamically inserted ads, building for creators vs. building for established brands, Spotify going after YouTube as the main platform for creators 26:45 Linode - Apply to their Rise program for founder-led, early-stage startups and get 3 years of discounts at https://linode.com/twist. 27:52 Podcast tracking users habits, why Spotify is rejecting open standards, sleeping giants in the podcasting space 37:01 Mercury - Banking built for startups. See more at https://mercury.com/twist 38:26 Reflecting on Lumiary’s big bet to be the HBO of podcasting 46:16 First 5 pitches: Giphting, Chojuu, TaCo, Term Payments, Fix6 PLUS judge feedback 1:02:05 5 Next 5 pitches: Remotespace. SavvyTeam, Gaan, Timewell, Innocuous AI PLUS judge feedback FOLLOW Ashley: https://twitter.com/ashleyrcarman Check out Founder University: https://www.founder.university Companies Pitching: Giphting, Chojuu, TaCo, Term Payments, Fix6, Remotespace, SavvyTeam, Gaan, Timewell, Innocuous AI FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood

World-class investor-operator Keith Rabois is back for his eighth time!  But first, Jason breaks down Airbnb’s great Q4 and full-year earnings report (2:42) and how its customer segment is evolving. Then, he briefly covers the SF Board of Education recall (22:58). When Keith joins (31:27), he and Jason discuss: 1. How he called the top of the tech market in November 2021 2. Keith's 2019 prediction that came true 2. Venture Capital's decaying price discipline 3. Facebook's challenge ahead 4. Six predictions for the market Notes 0:00 Jason intros today’s topics: $ABNB full year earnings, SF BOE recall, and a Keith Rabois interview 2:42 Jason breaks down Airbnb’s full year results 11:57 Vanta - Get get $1,000 off automating your SOC 2 at https://vanta.com/twist 13:14 Jason reflects on Airbnb’s roadmap based on clues from their earnings report 21:42 Gun.io - Get $250 off your first developer hire at https://Gun.io/twist! 22:58 SF Board of Education recall, tech people getting involved in government 29:56 Eight Sleep - Go to https://eightsleep.com/twist to check out the Pod Pro Cover and get $150 off at checkout! 31:27 Keith Rabois joins and talks with Jason about calling the top of the tech market in November 43:27 Reflecting on the absence of pricing discipline in VC and how the FED is running out of tools to combat inflation 53:34 Breaking down Facebook’s precarious situation 1:05:16 6 Market predictions Check out Founders Fund: https://www.foundersfund.com FOLLOW Keith: https://twitter.com/rabois FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood

Catalyzed by a Ryan Breslow viral tweetstorm, we break down the arguments for if companies should loan money to employees to allow them to exercise their stock options early (1:42). Then, we briefly cover Nvidia’s attempted Arm acquisition falling through and what it might mean for the SoftBank-owned chip designer (30:21). Finally, Molly interviews Craig Zingerline from Growth University, a LAUNCH Accelerator founder (38:00)! (0:00) Jason and Molly tee up today’s topics: Bolt CEO strikes again, Nvidia’s failed Arm acquisition, interview with LAUNCH Accelerator Cohort 24 founder Craig Zingerline (1:42) Jason breaks down employee stock options and how equity works at early-stage startups (10:29) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist (11:27) How has Bolt CEO Ryan Breslow changed equity options for his employees? Is this new model smart or way too risky? (21:19) RealGoodFoods - Go to https://realgoodfoods.com and use code TWIST for $15 off! (22:41) VC response to Bolt’s new stock option plan, Jason’s final thoughts (30:21) Nvidia’s failed acquisition of Arm, is this another SoftBank flop? (35:21) Teeing up the Craig Zingerline interview (36:50) Ourcrowd - Check out the deal of the week at https://ourcrowd.com/twist (38:00) Molly interview current LAUNCH Accelerator portfolio founder Craig Zingerline about his startup Growth University Check out Growth University: https://growthuniversity.io/ FOLLOW Craig: https://twitter.com/craigzingerline FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood Ryan Breslow's Tweet in Question: https://twitter.com/theryanking/status/1493390167461224451