This Week in Startups

• HuggingFace Buys Pollen Robotics, DHH & Bezos Founder Advice & a JCal Origin Story | E2111

  Today’s show: In this episode, Jason, Alex, and Lon dive into Blue Origin’s all-female celeb spaceflight (yes, Katy Perry sang on reentry), Hugging Face’s unexpected move into robotics, and Jack Dorsey’s wild take that we should “delete all IP law.” Plus, they break down Figure AI’s eye-popping $39B valuation, the risks of SPVs, and what founders and investors can learn from the SPAC boom. As Jason puts it: “You just have to assume an 80% failure rate.”*Timestamps:(0:00) Jason kicks off the show!(1:34) Blue Origin all-female crew launch and space tourism(7:17) Emerging technologies and tech adoption trends(10:07) Northwest Registered Agent. Form your entire business identity in just 10 clicks and 10 minutes. Get more privacy, more options, and more done—visit https://www.northwestregisteredagent.com/twist today!(12:38) Hugging Face acquires Pollen Robotics; Open AI and robotics debate(19:42) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST(20:42) Significance of Hugging Face in generative AI; Jack Dorsey's IP law stance(25:01) U.S. high-tech job market; revisiting IP law discussions(30:03) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist(31:03) IP law and American innovation(32:22) Challenges in startup exits and secondary trading platforms(37:09) Figure AI's valuation controversy(46:37) Startup insights and investing perspectives(50:39) Jeff Bezos on risk assessment(57:03) Jason’s personal journey and reflections(1:02:06) Developing a samurai mindset; societal systems abstraction*Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.comCheck out the TWIST500: https://www.twist500.comSubscribe to This Week in Startups on Apple: https://rb.gy/v19fcp*Follow Lon:X: https://x.com/lons*Follow Alex:X: https://x.com/alexLinkedIn: ⁠https://www.linkedin.com/in/alexwilhelmFollow Jason:X: https://twitter.com/JasonLinkedIn: https://www.linkedin.com/in/jasoncalacanisThank you to our partners:(10:07) Northwest Registered Agent. Form your entire business identity in just 10 clicks and 10 minutes. Get more privacy, more options, and more done—visit https://www.northwestregisteredagent.com/twist today!(19:42) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST(30:03) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twistGreat TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarlandCheck out Jason’s suite of newsletters: https://substack.com/@calacanisFollow TWiST:Twitter: https://twitter.com/TWiStartupsYouTube: https://www.youtube.com/thisweekinInstagram: https://www.instagram.com/thisweekinstartupsTikTok: https://www.tiktok.com/@thisweekinstartupsSubstack: https://twistartups.substack.com*Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916

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  1:03:11
• Palantir's Fellowship, Coco Robots & Startup Office Hours | E2110

  Today’s show: We dive into the latest tech and startup news — including Palantir’s bold new fellowship program that challenges the traditional college path, and DoorDash’s rollout of burrito-delivering Coco robots in LA and Chicago. We debut our new segment “Tips from the Trenches,” focused on how to land your first customers, and wrap up with two great Office Hours: BRX.ai (self-healing AI agents) and InviteJet (calendar-based marketing). Plus, one founder’s wild story about a fake investor using an AI deepfake on Zoom. Don’t miss Jason’s tactical GTM advice and a reminder that if no one complains about your pricing, you’re probably too cheap.*Timestamps:(0:00) Jason kicks off the show!(2:01) Palantir's new fellowship program and alternative education paths(9:12) Digg's Groundbreakers program and paid community model(10:33) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST(13:21) DoorDash's partnership with Coco robotics for deliveries and the future of robotic deliveries(20:26) LinkedIn Jobs - Post your first job for free at https://www.linkedin.com/twist(21:56) Tips from the Trenches “Your First Customers”(22:31) Strategies for acquiring first customers from Y Combinator founders(30:35) AdQuick - For TWiST listeners - AdQuick is waiving their fee on your first campaign. Visit https://www.adquick.com/twist(32:00) Office Hours with Jake and Daniel from BRX about their product and growth strategy(41:05) Feedback on BRX's website clarity and branding strategies(46:45) Office Hours with Brian Watson from InviteJet(49:00) Challenges faced by InviteJet and dealing with fraudulent investors(56:43) InviteJet's churn rates, ideal customer profiles, and future plans(1:01:43) Discussing Invitejet's pricing strategies, customer loyalty, and marketing tactics*Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.comCheck out the TWIST500: https://www.twist500.comSubscribe to This Week in Startups on Apple: https://rb.gy/v19fcp*Links from the show:BRX AI: https://brx.ai/InviteJet: https://www.invitejet.com/*Follow BRX:X: https://x.com/BRXinc*Follow InviteJet:X: https://x.com/InviteJet*Follow Lon:X: https://x.com/lons*Follow Alex:X: https://x.com/alexLinkedIn: ⁠https://www.linkedin.com/in/alexwilhelm*Follow Jason:X: https://twitter.com/JasonLinkedIn: https://www.linkedin.com/in/jasoncalacanis*Thank you to our partners:(10:33) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST(20:26) LinkedIn Jobs - Post your first job for free at https://www.linkedin.com/twist(30:35) AdQuick - For TWiST listeners - AdQuick is waiving their fee on your first campaign. Visit https://www.adquick.com/twist*Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland*Check out Jason’s suite of newsletters: https://substack.com/@calacanis*Follow TWiST:Twitter: https://twitter.com/TWiStartupsYouTube: https://www.youtube.com/thisweekinInstagram: https://www.instagram.com/thisweekinstartupsTikTok: https://www.tiktok.com/@thisweekinstartupsSubstack: https://twistartups.substack.com*Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916

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  1:08:53
• 70mph Drone Deliveries, 125% Tariffs & What $10M Exits Really Mean | E2109

  Today’s show: Jason, Alex, and Lon talk about stories reshaping the startup world: 70mph drone deliveries are officially live in Dallas, with Zipline and Walmart promising groceries “as the crow flies” in under 5 minutes. Meanwhile, Trump slaps a 125% tariff on China and hints at a global economic shakeup — Jason warns founders to brace for layoffs and bankruptcies unless they’ve got a Plan B and C. Finally, a UK startup sells for $450M and VCs barely break even… but the founders walk with $20M. Jason explains how small exits create the most dangerous kind of founder: the one who never needs another check. Plus Office Hours with Orchestra CEO Sergie Poe.Timestamps:(0:00) Jason kicks off the show!(1:37) Tariffs, market volatility, and startup implications(5:33) Startup resilience: Layoffs and bankruptcies(10:35) Brex. Get the business account trusted by 1 in 3 US startups at ⁠https://www.brex.com/banking-solutions(12:10) Globalization and startup ecosystems(13:52) Recent startup deals and Zipline's expansion(19:56) Vanta - Get $1000 off your SOC 2 at https://www.vanta.com/twist(21:16) Zipline drones and Marquese Brownlee’s review(24:31) 70MPH Drones and the future of ddeliveries(30:05) Northwest Registered Agent. Form your entire business identity in just 10 clicks and 10 minutes. Get more privacy, more options, and more done—visit https://www.northwestregisteredagent.com/twist today!(31:51) Founder FridaysPitch Madness matchups(33:35) LifeStack and Burble pitches and discussion(43:26) Arcana and Tactun pitches and discussion(50:12) Summer West Whiskey and MomSub pitches and evaluation(56:36) Orchestra's office hours: Challenges and strategiesSubscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.comCheck out the TWIST500: https://www.twist500.comSubscribe to This Week in Startups on Apple: https://rb.gy/v19fcpLinks from the show:Orchestra: https://orch.so/Follow Alex:X: https://x.com/alexLinkedIn: ⁠https://www.linkedin.com/in/alexwilhelmFollow Jason:X: https://twitter.com/JasonLinkedIn: https://www.linkedin.com/in/jasoncalacanisThank you to our partners:(10:35) Brex. Get the business account trusted by 1 in 3 US startups at ⁠https://www.brex.com/banking-solutions(19:56) Vanta - Get $1000 off your SOC 2 at https://www.vanta.com/twist(30:05) Northwest Registered Agent. Form your entire business identity in just 10 clicks and 10 minutes. Get more privacy, more options, and more done—visit https://www.northwestregisteredagent.com/twist today!Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarlandCheck out Jason’s suite of newsletters: https://substack.com/@calacanisFollow TWiST:Twitter: https://twitter.com/TWiStartupsYouTube: https://www.youtube.com/thisweekinInstagram: https://www.instagram.com/thisweekinstartupsTikTok: https://www.tiktok.com/@thisweekinstartupsSubstack: https://twistartups.substack.comSubscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916

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  1:07:14
• Economic Chaos, More Pitch Madness & the Shopify AI Manifesto | E2108

  Today’s show: Jason and Alex unpack a wild week in tech and the markets — including a fake tweet that moved $4 trillion and Trump’s latest tariff talk. Lon jumps in for another round of Founder Fridays Pitch Madness, where four early-stage startups compete for a spot in the Elite Eight. Plus, Alex chats with Sunny Khamkar, CEO of MenuData, about how AI is revolutionizing the food industry. They also dive into how founders should rethink their runway, what Shopify’s bold AI memo means for the future, and whether VCs are placing earlier bets to chase that $1M ARR milestone. Don’t miss the founder pitches and a fresh take on AI-powered food trend tracking!*Timestamps:(0:00) Jason kicks off the show!(2:11) Market chaos, tariffs, and their effects(5:59) Economic uncertainty: Advice for founders(8:00) Tariffs' potential impact on tech sectors(9:58) Fidelity Private Shares℠ - Visit ⁠https://www.fidelityprivateshares.com ⁠! Mention our podcast and receive 20% off your first-year paid subscription.(13:27) SignalFire's billion-dollar fund(17:32) Achieving significant startup revenue and its importance(20:20) Coda - Empower your startup with Coda’s Team Plan for free—get 6 months at https://www.Coda.io/twist(21:54) Krea's $87 million raise and subscription model analysis(27:33) Big tech's influence on niche subscription services(30:02) Gusto - Get three months free when you run your first payroll at http://gusto.com/twist(31:09) AI advancements: Midjourney v7 and voice activation(36:43) Shopify's AI Manifesto(41:00) Founder Friday bracket updates(57:16) Founder Q&A: Lessons for first-time founders(1:05:00) MenuData's CEO Sunny Khamkar interview(1:16:10) MenuData's pricing, customer base, and growth plans(1:23:38) AI's vertical impact and Menu Data's strategy*Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.comCheck out the TWIST500: https://www.twist500.comSubscribe to This Week in Startups on Apple: https://rb.gy/v19fcp*Links from the show:Check out MenuData: https://www.menudata.ai/Check out Krea: https://www.krea.ai/Check out Tobi Lutke’s ”AI Manifesto” https://x.com/tobi/status/1909251946235437514Check out Pitchfire: https://www.pitchfire.com/Check out CREATANT: https://www.creatant.com/Check out Vidala Labs: https://vidalalabs.com/Check out Kippy: https://kippy.ai/Follow Sunny Khamkar:LinkedIn: https://www.linkedin.com/in/sunny-khamkar-84b905a*Follow Alex:X: https://x.com/alexLinkedIn: ⁠https://www.linkedin.com/in/alexwilhelm*Follow Lon:X: https://x.com/LonsLinkedIn: https://www.linkedin.com/in/lonharris*Follow Jason:X: https://twitter.com/JasonLinkedIn: https://www.linkedin.com/in/jasoncalacanis*Thank you to our partners:(9:58) Fidelity Private Shares℠ - Visit ⁠https://www.fidelityprivateshares.com ⁠! Mention our podcast and receive 20% off your first-year paid subscription.(20:20) Coda - Empower your startup with Coda’s Team Plan for free—get 6 months at https://www.Coda.io/twist(30:02) Gusto - Get three months free when you run your first payroll at http://gusto.com/twist*Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland*Check out Jason’s suite of newsletters: https://substack.com/@calacanis*Follow TWiST:Twitter: https://twitter.com/TWiStartupsYouTube: https://www.youtube.com/thisweekinInstagram: https://www.instagram.com/thisweekinstartupsTikTok: https://www.tiktok.com/@thisweekinstartupsSubstack: https://twistartups.substack.com*Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916

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  1:27:07
• Rippling Targets $16B, Market Chaos, TikTok Timeout, and Office Hours | E2107

  Today’s show: Jason and Alex dive into the startup world’s latest chaos — from Nasdaq’s slide and Trump’s tariffs to Klarna’s IPO pause and Rippling’s $16B target. They break down what founders really need to know: tightening CIO budgets, longer sales cycles, but easier hiring. Plus, TikTok’s ban gets another delay (with Bezos possibly lurking?). In Office Hours, they chat with two sharp founders: Luke Belbina from PodEngine, who's building AI for podcasters and doubling revenue, and David Moscatelli from Abacus, who’s bringing secure, on-prem AI to banks and just hit $1M ARR. Don’t miss it! 👇*Timestamps:(0:00) Jason kicks off the show![3:37] Cloud stocks dip: What it means for startups[5:31] Trump's tariffs: A new startup recession?[7:01] Retail’s reaction to tariff pressure[10:16] LinkedIn Ads - Get a $100 LinkedIn ad credit at http://www.linkedin.com/thisweekinstartups[12:35] Supply chains & startup struggles[14:53] What’s still getting funded in VC[17:21] Layoffs looming? What founders should prep for[19:10] AI, macro takes & market signals[21:32] Northwest Registered Agent - Get a 60% discount on your next LLC at https://www.northwestregisteredagent.com/twist[23:21] European tech cooling off?[24:36] Hiring freezes vs. easier recruiting[27:39] Startup strategies in tough markets[29:34] Vapi - Go to https://vapi.ai/twist and get 1000 minutes free per month - for life.[31:38] How to communicate tough changes[33:33] TikTok ban delayed… again[39:38] Trump’s China playbook: Startup impact[42:12] Office Hours: Luke from PodEngine[47:31] Automating with AI & driving sales[55:53] Pricing, lead gen & scaling tips[1:06:30] Office Hours: David from Abacus[1:08:32] On-prem AI for banks + hitting $1M ARR[1:14:42] Team building & founder strategy*Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.comCheck out the TWIST500: https://www.twist500.comSubscribe to This Week in Startups on Apple: https://rb.gy/v19fcp*Links from the show:Check out PodEngine: https://www.podengine.ai/Check out Abacus: https://www.goabacus.co/*Follow Luke:X: https://x.com/lukebelbinaLinkedIn: https://www.linkedin.com/in/lukebelbina/*Follow David:X: https://x.com/DaveMoscatelli*Follow Alex:X: https://x.com/alexLinkedIn: ⁠https://www.linkedin.com/in/alexwilhelm*Follow Jason:X: https://twitter.com/JasonLinkedIn: https://www.linkedin.com/in/jasoncalacanisThank you to our partners:[10:16] LinkedIn Ads - Get a $100 LinkedIn ad credit at http://www.linkedin.com/thisweekinstartups[21:32] Northwest Registered Agent - Get a 60% discount on your next LLC at https://www.northwestregisteredagent.com/twist[29:34] Vapi - Go to https://vapi.ai/twist and get 1000 minutes free per month - for life.Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarlandCheck out Jason’s suite of newsletters: https://substack.com/@calacanisFollow TWiST:Twitter: https://twitter.com/TWiStartupsYouTube: https://www.youtube.com/thisweekinInstagram: https://www.instagram.com/thisweekinstartupsTikTok: https://www.tiktok.com/@thisweekinstartupsSubstack: https://twistartups.substack.com*Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916

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  1:31:40

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