This Week in Startups

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

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

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

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

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

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

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

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

J+M kick off the show with some banter about Russia, SBF, and the challenges of being a journalist. (1:51) Then, they discuss the scooter-sharing industry and Bird being under the eye of the SEC. (13:52) Molly and Jason discuss TechCrunch’s article titled ‘The dilemma of Chinese startups going global'. (24:45) We wrap up the show with a We Live in the Future segment featuring Simbe Robotics. (40:57) (0:00) J+M kick off the show (1:51) Russian missile, SBF, and the challenges of being a journalist (12:24) Revelo - Get 20% off the first 3 months by mentioning TWIST at https://revelo.io/twist (13:52) Scooter sharing industry + Bird in trouble for inflating revenues (23:30) Embroker - Use code TWIST to get an extra 10% off insurance at https://Embroker.com/twist (24:45) Molly and Jason discuss the dilemma with Chinese startups going global + Where is SBF (39:29) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist (40:57) We Live in the Future: Simbe Robotics 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

First up, J+M break down Amazon's reported ~10K employee RIF (4:27) and try to wrap their heads around the current recession. (15:54) Then, they give an FTX update (26:25), break down the mobile gaming industry (38:12), discuss Shopify's reverse AR platform (47:43), and more! (0:00) J+M tee up today's topics (1:58) Weekend catch-up! (4:27) Amazon will reportedly cut 10K corporate employees this week (14:41) LinkedIn Jobs - Post your first job for free at https://linkedin.com/twist (15:54) Why this recession is so unique, advice for founders (25:16) Policygenius - Go to https://policygenius.com to get a free life insurance quote (26:25) FTX update: SBF's confusing tweets, FTX's interesting corporate culture (36:54) Fitbod - Get 25% off at https://fitbod.me/twist  (38:12) Current state of the mobile gaming industry (47:43) WLITF: Shopify's reverse AR shopping tool (55:18) SOTD: UpKeep lets users find, book, and pay for MedSpa treatments 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