The Major Risk of Profit Staking and the Influence of Strategic Investors

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Profit staking poses a major risk due to potential performance discrepancies with Nvidia chips. Strategic investments from venture capitalists can also be concerning. Press reports, often based on rumors, are frequently inaccurate or lack full context. Published information may be outdated or draft versions that have since changed.

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Today’s show:

Jason breaks down Amazon’s Anthropic deal and the state of AI mega-rounds (5:29), Flexport’s growing pains through the lens of founding CEO vs. hired gun (24:58), and DoorDash’s new stealthy “Dine Out” feature (44:52).

Time stamps:

(0:00) Jason kicks off the show

(2:42) Recap of Anthropic's big week

(5:29) Amazon’s Anthropic deal and the state of AI mega-rounds

(7:35) Embroker - Use code TWIST to get an extra 10% off insurance at https://Embroker.com/twist

(9:04) Two major details in Amazon’s Anthropic deal

(18:57) Strategic investors and Anthropic’s corporate structure

(23:32) Mercury Raise - Visit http://mercury.com/raise to get access to a network, connections, and advice

(24:58) Flexport’s growing pains through the lens of founding CEO vs. hired gun

(35:17) Why Dave Clark being fired “for cause” instead of being allowed to resign matters

(38:20) NetSuite - Download your free KPI Checklist at http://netsuite.com/twist

(39:45) Flexport's offer to Clark