First, Jason and Molly chat with on the top Apple reporters, Bloomberg's Mark Gurman, about Apple's AR headset (2:02). They talk about Apple's strategy, timeline, competitive strengths and more. Then our Producer Rachel chats with Campbell Baron, a 19-year old who sold his TikTok to Workweek, a new startup-focused media company (1:00:25). Campbell created business content and  accumulated millions of views before he turned 18! In the interim, the producers Jason & Molly have a chat about what they are working on, lessons from their early careers and more (35:25). 00:00 Jason & Molly introduce the show 02:02 Bloomberg News' Mark Gurman joins to discuss Apple's headset 06:37 Will Apple enter AR at the expense of iPhone sales? 11:48 Odoo - Get your first app free and a $1000 credit at https://odoo.com/twist 12:58 The next major platform battle 17:37 Expected initial target market for an Apple headset & design cues 21:41 Eight Sleep - Go to https://eightsleep.com/twist to check out the Pod Pro Cover and get $150 off at checkout! 23:11 Expected screen resolution and other features 26:37 Forecasting who will be in the lead in 10 years 33:39 OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist 35:25 Fun banter with Jason, Molly & the This Week in Startups producers 1:00:25 Producer Rachel introduces Campbell Baron 1:08:48 How Campbell sold his TikTok account 1:17:31 Building in public vs. private 1:24:52 Gen Z's way of networking FOLLOW Mark: https://twitter.com/campbelljbaron FOLLOW Campbell: https://twitter.com/campbelljbaron FOLLOW Rachel: https://twitter.com/_rachelbraun FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood

David Friedberg joins to discuss The Production Board's latest company, Cana, which is making, the world's first molecular beverage printer.  But first Jason and Molly break down some news. Google is reportedly working on an AR headset (2:15) and Peloton trying to improve their bottom line by raising prices and reportedly halting production and trimming headcount (18:54).  Then, David joins to chat about how his company Cana could totally remake the beverage industry with a device reminiscent of Star Trek's Replicator (36:57). You will learn:  1. How humans perceive taste.  2. How The Production Board incubates deep tech companies and evaluates if science is ready to be commercialized.  3. The way the Cana device will be able to recreate any beverage on demand. 4. Which types of beverages will be practical first. Check out Cana: https://www.cana.com/vision (00:00) Jason and Molly intro the show (02:15) Google is building an AR headset (10:19) Linode -  Apply to their Rise program for founder-led, early-stage startups and get 3 years of discounts at https://linode.com/twist.  (11:33) The killer app for VR Goggles (13:30) Over-under on when tech-savvy will use a headset daily (18:55) Peloton's stock is down massively (22:45) RealGoodFoods - Go to https://realgoodfoods.com and use code TWIST for $15 off! (24:15) Peloton's cost cutting measures (30:34) Jason's product requests for Peloton (33:18) Molly and Jason discuss David Friedberg's new company (35:53) Ourcrowd - Check out the deal of the week at https://ourcrowd.com/twist (36:57) Interview - David Friedberg brings his company out of stealth (38:05) Impacts of the All-In podcast on Friedberg's business (42:09) The Production Board history and structure (45:51) How The Production Board evaluates its projects (49:05) The inefficiency of how humans make and consume products (51:55) The story of Cana (57:16) What beverages are easiest to print molecularly (1:00:00) How the machine uses 80 flavor compounds  (1:02:13) Celebrity beverages, form factor and timeline (1:07:42) Cana's R&D cycle (1:13:57) The vision for the company

First Jason and Molly cover how 5G rollouts are causing problem with airlines (2:03) and Lina Khan’s remarks on reworking antitrust regulation to not only consider deals inflicting consumer harm, but those lessening competition (10:10). Then, David Rosenthal for Season 6 Episode 2 of Angel (29:00) - David’s been a VC for a while, but he just launched a new $2.8M fund part-time with Nat Manning - We get into why his small fund size is actually so significant and represents new possibilities in venture - How he uses his podcast and community to get dealflow - What he thinks you need before starting your own VC fund (00:00) Jason intros the show (02:03) Verizon and AT&T are running into 5G rollout challenges with airlines and the FAA  (08:57) Ourcrowd - Check out the deal of the week at https://ourcrowd.com/angel (10:10) Lina Khan's new view on antitrust (18:51) Embroker - Get an extra 10% off insurance for your business at https://Embroker.com/twist (20:10) Revisiting the $MSFT - $ATVI acquisition through the lens of "game share" (22:07) Lina Kahn is considering expanding the view of antitrust for its impact on labor (27:28) LinkedIn Marketing -  Get a $100 LinkedIn ad credit at https://linkedin.com/thisweekinstartups (29:00) Welcoming David Rosenthal to the show (31:57) Size & mandate of David Rosenthal's new fund, Kindergarten Ventures (34:47) How the Acquired community fuels David's investing (38:37) Can you start a fund without brand? (41:06) How to navigate pro-rata as a small fund? (42:40) Using SPVs to lead follow-on investing (44:18) How a part-time investing is Kindergarten's secret weapon (47:02) Choosing 506 C vs. traditional fund structure (52:59) Raising Kindergarten VC (54:48) "AWS" options for venture funds (55:45) Why a $2.8M venture fund is finally possible (1:02:31) Investing with a fund vs. being an angel (1:05:45) David's take of the crypto ecosystem and how he evaluates crypto deals (1:10:14) What aspect of investing has been the most difficult to learn? (1:15:34) Best way to pitch David FOLLOW David: https://twitter.com/djrosent FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood

Microsoft has announced its intention to make the largest tech acquisition ever by buying Activision-Blizzard for ~$75B ($68.7 when you net out Activision's cash). This is Microsoft's 3rd major gaming acquisition as it attempts to build the “Netflix for Gaming" with its Game Pass service.  We cover the details of the deal: what the combined company will look like, how this fits into Microsoft's metaverse strategy, Microsoft's commitment to change the Activision-Blizzard culture, the $3B “breakup fee” that Activision is on the hook for if deal falls through, the potential challenge from the FTC and more! (00:00) Jason & Molly introduce the show (01:48) The terms of the Activision-Blizzard acquisition (03:17) Satya Nadella's Metaverse strategy (04:52) Microsoft's growing gaming universe and subscription offering (07:05) Key titles across Activision-Blizzard's gaming units (08:34) Vanta - Get get $1,000 off automating your SOC 2 at https://vanta.com/twist (09:56) Game Pass metrics (10:44) Activision Blizzard's recent history of sexual harassment scandals (11:40) Will the FTC allow the acquisition to go through? (13:41) The unique $3B breakup fee that was worked into this deal (15:45) Why the breakup fee may be linked to the harassment investigations (17:55) Dataiku - Create transparent, repeatable, and scalable AI and analytics programs. Visit https://dataiku.com to learn more. (18:53) Why Jason doesn't think this deal will be struck down for antitrust (21:45) How Lena Khan may approach this differently than previous FTC chairs (22:45) Could regulation sabotage American competitiveness? (26:52) Should American companies be prized if they are actively avoiding taxes? (28:42) Ourcrowd - Check out the deal of the week at https://ourcrowd.com/twist (29:45) Molly and Jason play "Armchair Corporate Development" (37:54) Jason and Molly take an audience question - Can there be another Google? FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood

Guest Frank Slootman, CEO of Snowflake, discusses principles for achieving outlier outcomes including attracting and cultivating performing talent, taking risks to avoid stagnation, intellectual honesty, and maintaining a high bar for culture and reputation.

First, Jason covers the how Signal messages led to the Oath Keeper sedition indictments (1:47) and how Google, Facebook, Reddit, and Twitter are being subpoenaed by the House committee investigating Jan 6th, 2021 (15:32). Then Producer Rachel has an "OK Boomer" segment where she talks with Alex Masmej a French entrepreneur about his experience raising $20K from selling a personal token, $ALEX (27:10). (00:00) Jason intros the show (01:47) The FBI arrested 11 members of the Oath Keepers on sedition charges (09:25) Ourcrowd - Check out the deal of the week at https://ourcrowd.com/twist (10:49) Jason's take on Jan 6th (15:32) House Committee subpoenas YouTube, Meta, Reddit and Twitter (19:59) Indochino - Get $50 off any purchase of $399 or more by using code TWIST at checkout https://indochino.com (21:49) Jason introduces the OK Boomer Segment (24:46) Interested in building a startup? Enroll at https://course.founder.university (27:10) Rachel chats with Alex Masmej (29:43) Bubble. Get one month free of a no-code plan at https://bubble.io/twist (31:18) How Alex launched his social token (35:32) How Alex shares his financial information with his token holders (46:02) The future of NFTs FOLLOW Alex: https://twitter.com/AlexMasmej FOLLOW Rachel: https://twitter.com/_rachelbraun FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood

First Jason covers the recent college enrollment decline (1:23) and lay out his alternative (9:56). Then Zach Coelius joins for an Ask an Angel session, where they answer 12 audience questions about investing and startups (20:37). (00:00) Jason intros the show (01:23) There are 1 million fewer college students in the U.S. compared to pre-pandemic levels (08:57) Dataiku - Create transparent, repeatable, and scalable AI and analytics programs. Visit https://dataiku.com to learn more. (09:56) Jason's college alternative (17:51) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist (19:03) Ask an Angel welcoming Zach Coelius to the show (20:37) What is the definition of an outlier success in VC? (29:56) Are investors okay with founders that use no-code software like Bubble as an MVP? (32:43) Fiverr - Sign up for https://Fiverr.com/Business free for the first year and save 10% on your purchase with promo code JASON (34:16) How does a seasoned investor deal with a founder who is headed in the wrong direction? (39:49) Common pitch failures? (43:23) When should you go for top line versus bottom line? (49:14) Would VC funds do better with individuals instead of institutions? (53:31) What industries Zach and Jason would like to see disrupted (1:03:03) How much of an impact does bad reputation have on investing? (1:04:22) What makes a good Board Meeting? (1:08:02) As a VC, is it better to stay off the board from a liability standpoint? (1:10:55) What is too expensive at the seed stage? Check out Coelius Capital: https://coelius.vc/ FOLLOW Zach: https://twitter.com/zachcoelius FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood

First we talk about how the top streaming platforms projected to spend $140B on content in 2022 (2:18) and Elizabeth Warren’s bad take on grocery stores. Then Mac Conwell "Mac the VC" joins the show as the first guest for Angel Season 6 (49:29) to share his story and how he invests.  (00:00) Jason and Molly intro the show (02:18) HBO to spend $18B on streaming in 2022, how does it stack up? (10:39) Embroker - Get an extra 10% off insurance for your business at https://Embroker.com/twist (11:58) Streaming history and Disney's massive growth (20:52) Ourcrowd - Check out the deal of the week at https://ourcrowd.com/twist (22:09) Elizabeth Warren's attack on big grocery (31:450 Thinking about who might be a good fit on the TWIST team (36:13) Intro to Angel S6 (37:10) LinkedIn Jobs - Go to https://linkedIn.com/angel and post your first job for free. (38:40) Interview Mac the VC (49:29) How Mac went about raising his fund (58:49) Why Rolling Fund's aren't always LP friendly (1:04:07) The unfortunate catalysts for Mac's venture career (1:13:45) Investor update best practices (1:18:07) Founder-investor match (1:20:30) Responding to a provocative tweet Check out RareBreed: https://www.rarebreed.vc/ FOLLOW Mac: https://twitter.com/MacConwell FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood

First Jason and Molly discuss YC's new $500K deal for startups and what that means for founders and early stage investors (1:53). They also dig into car-sharing app Turo's S-1 (25:32). Then Redfin Co-founder and current Deep Sentinel CEO Dave Selinger joins to discuss how his company blends human monitors and AI-enabled cameras to deliver an unmatched security camera experience (38:25). (00:00) Jason & Molly intro the show (01:53) Y Combinator's new $500K deal (09:41) Eight Sleep - Go to https://eightsleep.com/twist to check out the Pod Pro Cover and get $150 off at checkout! (11:14) Early-stage startup investing strategy (19:46) How does YC's move impact the startup landscape (22:57) Is an IPO an Exit? (24:15) Vanta - Get get $1,000 off automating your SOC 2 at https://vanta.com/twist (25:32) Turo S-1 breakdown (36:56) Ourcrowd - Check out the deal of the week at https://ourcrowd.com/twist (38:25) Interview - Deep Sentinel Founder & CEO Dave Selinger (44:52) Deep Sentinel in action (54:24) The power of finding your ideal customer (1:01:33) Potential new features and Deep Sentinel product roadmap (1:07:53) Jason's Deep Sentinel experience (1:15:33) Deep Sentinel semi-supervised learning inspired by Tesla Check out Deep Sentinel: https://www.deepsentinel.com FOLLOW Dave: https://twitter.com/daveselinger FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood

We cover the tech stock pullback (1:34), discuss the impact of the SEC exploring more restrictions and disclosures for late stage private companies (12:00) and share details about Apple’s mixed reality headset are leaking (37:07). We wrap with a new segment... over/under(45:11)! 00:00 Molly intros the show 01:34 Tech stock pullback amid rate-hike concerns 10:48 Marketerhire - Get $500 off your first hire at https://MarketerHire.com/twist 12:00 The SEC in considering increasing private investing regualtion 21:17 FanDuel Sportsbook - Sign up with promo code TWIST to place a special $1000 risk-free bet at https://fanduel.com 23:02 What is the end game for accredited investor regulations? 35:32 Fellow - Sign up and get $1000 in credits at https://fellow.app/twist 37:07 Apple VR Headset 45:11 Over/under for when Tim Cook retires 51:34 Over/under for when VR is set replace iPhone FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood