This Week in Startups

• Just how frothy is the AI Bubble anyway? | E2195

  Today’s show: *Is the AI bubble going to POP? And if so, how much of our economy is it going to take down with it?On a new TWiST, Jason, Alex, and Lon debate the size and scale of the AI bubble, whether poppage is imminent, and just who we can blame for the last few economic crises. (HINT: Not the tech industry!)PLUS why Jason STILL thinks the current AI cycle will be the biggest in tech history, how this morning’s AWS mega-failure might impact the company’s earnings, the spread of AI fakes in the wake of this weekend’s No Kings march, why LLMs may soon put your broker out of business, and much much more.**Timestamps:** (00:02:26) Is AI a BUBBLE? And if so, how BIG?(00:05:12) Are all the major bubbles and corrections always Wall Street’s fault?(00:08:39) Why Jason thinks this AI will be the biggest cycle in the history of technology(10:00) LinkedIn Ads: Thanks to our partner @LinkedInMktg. Launch your first campaign and get $250 FREE when you spend at least $250. Go to [http://LinkedIn.com/ThisWeekinStartups](https://www.linkedin.com/thisweekinstartups) to claim your credit.(20:00) Thank you to our partner @trustvanta! TWiST listeners automate your SOC2 and get $1,000 off at http://www.vanta.com/twist(00:23:01) Will this morning’s AWS failure impact Amazon’s earnings?(30:00) Thanks to our partner @Openphone! Streamline and scale your customer communications with Quo. Get started free, plus get 20% off your first 6 months, at [http://quo.com/TWiST](http://quo.com/TWiSThttp://quo.com/perks/twist)(00:32:49) People couldn’t spot AI fakes from this weekend’s protests… are we cooked?(00:49:54) Jeremy Strong shows off his Mark Zuckerberg impression… and Jason is impressed*Thank you to our partners:LinkedIn Ads: Thanks to our partner @LinkedInMktg. Launch your first campaign and get $250 FREE when you spend at least $250. Go to [http://LinkedIn.com/ThisWeekinStartups](https://www.linkedin.com/thisweekinstartups) to claim your credit. @trustvanta! TWiST listeners automate your SOC2 and get $1,000 off at http://www.vanta.com/twist@Openphone! Streamline and scale your customer communications with Quo. Get started free, plus get 20% off your first 6 months, at [http://quo.com/TWiST](http://quo.com/TWiSThttp://quo.com/perks/twist)*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/thisweekinstartups](https://www.instagram.com/thisweekinstartups/)TikTok: https://www.tiktok.com/@thisweekinstartupsSubstack: [https://twistartups.substack.com](https://twistartups.substack.com/)*Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916All rights for the video shared and linked below belong to the original copyright holder, and we are using the footage under the principle of fair use.Listen here:Apple: https://podcasts.apple.com/us/podcast/this-week-in-startups-audio/id315114957Spotify: https://open.spotify.com/show/6ULQ0ewYf5zmsDgBchlkr9Overcast: https://overcast.fm/itunes315114957/this-week-in-startups-audioMore from us:Twitter: https://twitter.com/twistartupsInstagram: https://www.instagram.com/thisweekinstartupsOfficial site: https://thisweekinstartups.comSubscribe to our YouTube to watch all full episodes:https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1Subscribe to TWiST Clips for all the best moments:https://www.youtube.com/channel/UCS7tJlcUA6PzVHEMo-X7ddg?sub_confirmation=1#startups #entrepreneurship #investing #angelinvesting #tech #news #business

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• Deel’s growth overshadows SpyGate, Claude learned new skills, and the great “momentum is moat” debate | E2194

  Deel’s growth overshadows SpyGate, Claude learned new skills, and the great “momentum is moat” debate | EXXXToday’s show:*Deel’s growing fast enough that investors are overlooking the espionage allegations and jumping on board anyway. (LAUNCH now owns a lil taste of Deel, so Jason is on board!)PLUS is the Mag 7 about to become the Mag 70… Why legendary investor Roelof Botha thinks VC is not an asset class… How startups can use capital as a weapon… AND Anthropic gave Claude more skills, which they hope will help pay their bills.Timestamps:(00:01:34) Jason’s excited for ski season and checking his favorite powder app, OpenSnow(00:04:02) Why Jason’s done with meetings; he’s pulling a Doug Leone!(00:06:27) Jason can tell the market’s heating up because people are starting to lose their minds.(00:09:31) How much will global AI tools one day be worth? Alex is crunching the numbers.(10:00) Miro - Help your teams get great done with Miro. Check out miro.com to find out how!(00:15:22) PREDICTION: The Mag7 is about to become the Mag70(20:00) Alphasense - Get deeper insights into your business with the power of AI search and market intelligence. Start with a free trial at https://www.alpha-sense.com/twist(00:25:36) Deel’s big raise… Why major growth overshadows spying allegations(30:00) LinkedIn Ads: Start converting your B2B audience into high quality leads today. Launch your first campaign and get $250 FREE when you spend at least $250. Go to http://LinkedIn.com/ThisWeekinStartups to claim your credit.(00:33:31) Why Roelof Botha says VC is a “return-free risk,” and not an “asset class.”(00:40:49) The two reasons why VC firms end(00:44:18) How startups can use capital as a weapon(00:57:52) Anthropic gave Claude Skills to pay the bills(01:00:51) Jason’s vision for what Grammarly could becomeSubscribe 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/v19fcpFollow Lon:X: https://x.com/lonsFollow 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:Miro - Help your teams get great done with Miro. Check out miro.com to find out how!Alphasense - Get deeper insights into your business with the power of AI search and market intelligence. Start with a free trial at LinkedIn Ads: Start converting your B2B audience into high quality leads today. Launch your first campaign and get $250 FREE when you spend at least $250. Go to http://LinkedIn.com/ThisWeekinStartups to claim your credit.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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• Legendary VC Steve Jurvetson looks ahead at neutral networks, Tesla, nuclear power, and more | E2193

  Today’s show:*On a very special TWiST, Jason’s joined by “one of the greatest investors in in the history of VC,” Steve Jurvetson of Future Ventures.Together, they look back at some of Steve’s earliest investments and learnings, the promise and ultimate failure of nanotech, breaking down the AI hype cycle, the primacy of neural networks, the return of nuclear power, why “AI safety” might be illusory, and much more.It’s a packed show full of deep insights from one of the greatest minds in technology today. Do not miss this ep!Timestamps:(00:00)Jason’s 1-on-1 today with “one of the greatest investors in the history of VC,” Steve Jurvetson(00:03:04) The early origins of Steve’s fascination with “deep tech”(00:08:03) Jason and Steve recall playing around with the TRS-80 (“The Trash-80”)(10:00) Perspective AI: Real insights, straight from your customers, and your first two months are on us. Just go to getperspective.ai/twist.(00:15:13) Keeping your portfolio diverse when so many companies look the same(20:00) .TECH: Say it without saying it. Head to get.tech/twist or your favorite registrar to get a clean, sharp .tech domain today.(00:20:49) The promise of nanotech and why it fell apart(00:25:46) Breaking down the “hype” cycle and how trends get co-opted(00:26:27) Why Moore’s Law and the Power Law are so important for investors(30:00) 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!(00:33:36) Understanding the rise of GPUs and how they resemble tiny brains(00:51:32) Revisiting a classic clip of Steve talking about robots(00:54:04) How Jason and Steve got their hands on some of the earliest Tesla Roadsters(01:00:09) Flashback Clip: Elon predicts 2025 in 2015… how’d he do?(01:02:46) Why did the world turn SO strongly against nuclear energy?(01:16:06) Can we make AI “safe” in the age of GPT Psychosis? Is it too inscrutable?(01:21:54) Why Steve thinks technology will ultimately doom autocratic regimes.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/v19fcpFollow Lon:X: https://x.com/lonsFollow 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:TECH: Say it without saying it. Head to get.tech/twist or your favorite registrar to get a clean, sharp .tech domain today.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!Perspective AI: Real insights, straight from your customers, and your first two months are on us. Just go to getperspective.ai/twist.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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• What Ramp’s data tells us about AI, unemployment and more with CEO Eric Glyman | E2192

  Today’s show:*Eric Glyman of Ramp joins us to share the fintech unicorn’s growth secrets AND their Lab full of research data.On TWiST, Jason and Alex chat with Eric about Ramp’s counter-intuitive mission — helping startups spend LESS money — PLUS they take a deep dive into the company’s treasure trove of startup trend data. Why is there a huge spike in unemployed recent college trends? Is “static team size” as a big a story as Jason and Alex think? What does it actually take to get companies to adopt AI Agents? The answers all might be in these Ramp numbers.PLUS Eric joins us for some hot Founder Q’s, and what’s going on with all this Y Combinator drama? We’re sifting through the angriest tweets for the inside scoop.FINALLY, Jason recommends some of his favorite startup accelerators of the moment (aside from his own) including…PearXArc from SequoiaAntlerSpeedrun from a16zTimestamps:(00:02:18) The 72-hour rule strikes again: Trump’s China’s tariff reversal(00:03:10) Why crypto got hit even HARDER than the stock market post-Trump announcement(00:07:32) Market manipulation “at a scale we’ve never seen before…”; what does this mean for everyday investors?(10:05) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST(00:12:55) Ramp CEO Eric Glyman swings by to update us on his fintech unicorn’s growth and their “Lab” for research data(20:09) Netsuite - Download the ebook CFO’s Guide to AI and Machine Learning for free at https://www.netsuite.com/twist(00:21:40) Is “static team size” a real trend? What the Ramp data shows…(00:26:25) Ramp’s “counter-intuitive” mission: to help companies spend LESS money, not more.(30:24) Paper OS offers the largest library of AI-driven Workflows for both founders & fund managers. Claim your $10K credit at paperos.com/twist(00:38:07) WHY the huge spike in unemployed recent college grads? Especially among the guys?(00:49:16) What it actually takes to get companies to adopt AI agents into their processes(00:52:25) Why Jason thinks Eric is a top-tier TWiST guest. We’re going through the metrics…(00:54:05) There’s YC drama on social media now… we’re spilling the tea.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/v19fcpFollow Lon:X: https://x.com/lonsFollow 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:Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWISTNetsuite - Download the ebook CFO’s Guide to AI and Machine Learning for free at https://www.netsuite.com/twistPAPER OS - Building an empire? PaperOS offers the largest library of AI-driven Workflows for both founders & fund managers. Whether you’re raising capital, launching a fund, or wading through diligence, PaperOS unlocks simplicity and scale for your ever-growing empire. Claim your $10K credit at paperos.com/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.comSubscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916

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• Figure’s 03 Chore-bot, Jake Paul Sora takeover, ChatGPT app integrations, and more | E2191

  Figure’s 03 Chore-bot, Jake Paul Sora takeover, ChatGPT app integrations, and more | E2191Today’s show:Figure’s butler-bot could be cleaning up after you soon than you think!On a Friday TWiST, Jason and Lon are checking out the Figure 03 demo reel, checking out the humanoid robot that could soon be hanging out in your house, doing your chores.Lon’s a bit skeptical that full-sized Westworld drones will soon be on everyone’s home but the technology is obviously moving forward at a rapid clip and cutting-edge AI models are making the bots smarter than ever.PLUS… what will be the impact of Presidents Trump and Xi’s new fight over rare earth minerals? Why are Jake Paul and Mark Cuban starring in SO MANY Sora clips? How well do these ChatGPT app integrations work, and why are they going to free users first? And much much more, on a can’t-miss new TWiSTTimestamps:(0:00) Figure’s humanoid and its new capabilities(2:15) Show start: Jason welcomes co-host Lon Harris(6:24) The global dependency on China for rare earth minerals(9:48) .TECH: Say it without saying it. Head to get.tech/twist or your favorite registrar to get a clean, sharp .tech domain today.(10:54) Sora, AI likeness & deepfakes(17:05) DEMO: Producer Oliver showcases ChatGPT's new integrations!(19:45) 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!(27:54) The future of AI: Will there be thousands of app integrations?(30:41) Alphasense - Get deeper insights into your business with the power of AI search and market intelligence. Start with a free trial at https://www.alpha-sense.com/twist(33:44) Discussing Reflection AI: A new American open-source model(40:35) Reddit Rapid Response: Why young professionals should work in the office(47:50) How AI is eliminating entry-level jobs & the need for executive training(54:15) Jason's pitch to shut down the USPS and turn post offices into nursery schools(58:25) Jason shares his personal journey with GLP-1s & Ro.co(1:01:05) The Figure One robot: New video and future potential(1:04:20) How LLMs are the key to unlocking humanoid robot capabilitiesSubscribe 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/v19fcpFollow Lon:X: https://x.com/lonsFollow 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:.TECH: Say it without saying it. Head to get.tech/twist or your favorite registrar to get a clean, sharp .tech domain today.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!Alphasense - Get deeper insights into your business with the power of AI search and market intelligence. Start with a free trial at https://www.alpha-sense.com/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

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