Episodes

  • Thinking Machines’ RECORD seed round, VC Geoff Lewis, and MORE | E2152
    Jul 17 2025
    Today’s show:Jason and Alex tackle a full tech and business news docket on today’s show, including Jason’s big SF trip with Launch Accelerator’s 34th cohort, some peculiar social media posts from VC Geoff Lewis, a look inside the HUGE seed rounds being commanded by early-stage AI startups, crunching the numbers on how much compute data centers need to sell before they’re profitable, Polymarket asks who will be the next CEO of X and MUCH MUCH MORE.Join us for the longest-running and most in-depth podcast on Earth for startup founders.Timestamps:(00:00) INTRO(01:31) Jason’s in SF with LAUNCH Accelerator cohort 34… His take on the mood in Silicon Valley.(07:52) Odd X posts from Bedrock Capital’s Geoff Lewis… what does it all mean?(10:09) Vanta - Get $1000 off your SOC 2 at https://www.vanta.com/twist(14:44) Ask JCal: What founders can do to guard their own mental health and well-being(20:17) 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!(22:04) Thinking Machines Lab set a new record for a seed round: what’s going on with these MEGA deals?(28:51) Alex (and Kabir from LAUNCH’s research team) investigated the economics of data centers… just HOW MUCH can you make from selling compute? And how long does it TAKE to turn a profit?(30:52) Bolt - Don’t be left behind. Build apps quickly without knowing how to code with Bolt.new. Try it free at https://www.bolt.new/twist.(37:09) Superintelligence vs. AGI: Jason thinks we’re still more than 2-3 years away…(39:52) GPx is not a traditional VC fund: here’s what industry vet Brian Singerman is up to(49:37) The importance of setting your own corporate culture… before it gets set for you!(58:15) Polymarket has ideas for the next X CEO… see where Jason ranks on the list!(01:03:18) Reddit wants to know… Do investors judge founders negatively who rely on lots of AI tools?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:(10:09) Vanta - Get $1000 off your SOC 2 at https://www.vanta.com/twist(20:17) 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!(30:52) Bolt - Don’t be left behind. Build apps quickly without knowing how to code with Bolt.new. Try it free at https://www.bolt.new/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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    1 hr and 8 mins
  • Blitzhiring and the Complicated Case of Windsurf, OpenAI and Google | E2151
    Jul 14 2025
    Today’s show:On today’s show… Jason and Alex are considering the fallout of Windsurf’s OpenAI deal, the company’s latest agreements with both Google and Cognition AI, and how “blitzhiring” is actually playing out in real-world startups.Plus Jason’s short- and medium-term predictions for AI’s impact on the job market, Tesla’s latest expansion of its Austin robotaxi service, Mistral giving the EU a real stake in the AI model race, a look back at the SnapStream live TV archiving service, AND an update on how much more time we have until all our servers are obsolete.All that and more on a brand new Monday edition of This Week in Startups.Timestamps:(02:20) Influencers caught an arsonist in LA’s Runyon Canyon? (Don’t worry, there’s always a startup angle)(10:38) Coda - Empower your startup with Coda’s Team plan for free—get 6 months at https://www.Coda.io/twist(12:56) Windsurf’s OpenAI deal fell through… but there are breaking updates!(20:11) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST(23:46) The gap from prototype to production in AI remains HUGE(29:52) AWS Activate - AWS Activate helps startups bring their ideas to life. Apply to AWS Activate today to learn more. Visit aws.amazon.com/startups/credits(34:56) Things are going well for Tesla’s Austin rollout, but will regulators demand LIDAR systems anyway?(45:47) Maybe NOTHING that’s happening right now in AI is as important as what’s to come?(54:31) Follow-Up: So how much more time until all of our servers are obsolete? What happens to them when they’re removed?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:(10:38) Coda - Empower your startup with Coda’s Team plan for free—get 6 months at https://www.Coda.io/twist(20:11) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST(29:52) AWS Activate - AWS Activate helps startups bring their ideas to life. Apply to AWS Activate today to learn more. Visit aws.amazon.com/startups/creditsGreat 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 hr and 1 min
  • Grok 4 Beats OpenAI + The $300 AI Agent Era | E2150
    Jul 12 2025
    Today’s show: Grok 4 just leapfrogged OpenAI to become the top AI model—and it’s not just hype. In this episode, @Jason and @alex break down Grok’s AGI-level performance, the massive drop in LLM pricing, and why some companies are raising prices anyway. They also dive into the Missouri AG’s investigation into AI “bias,” the future of First Amendment protections for LLMs, and how autonomous vehicles are creating a new category: “autonomous commerce.” If you’re building with AI or betting on the future of tech, don’t miss this one.Timestamps:(1:55) AI models: Grok 4 and performance benchmarks(3:51) Detailed analysis of AI model performance and price trends(10:11) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist(11:25) AI models' problem-solving capabilities and timeline for solving math problems(16:53) Legal and regulatory challenges for AI(19:56) Retool - Visit https://www.retool.com/twist and try it out today.(21:12) Bias in AI models and political implications(30:41) Vouched - Trust for agents that’s built for builders like you. Check it out at http://vouched.id/twist(32:07) Infinite energy potential and AI impact; Bitcoin's new high(37:11) Crypto regulation and fintech under new administration(45:50) Future of storage, computing power, and GPU lifespan in data centers(53:40) Claude segment by Anthropic(55:09) Guest Ben Seidl of Autolane introduction(57:19) Autolane's impact on autonomous vehicles and commerce(59:05) Rise of autonomous commerce and logistics(1:06:37) Retailer issues with autonomous vehicle integration and orchestrationSubscribe 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:(10:11) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist(19:56) Retool - Visit https://www.retool.com/twist and try it out today.(30:41) Vouched - Trust for agents that’s built for builders like you. Check it out at http://vouched.id/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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    1 hr and 11 mins
  • Orchestrating Smarter AI Systems with AI21 Labs’ Yoav Shoham | AI Basics with Google Cloud
    Jul 10 2025
    In this episode of AI Basics, Jason sits down with Yoav Shoham — Stanford professor emeritus and co-founder of AI21 Labs, creators of Jurassic-2, Wordtune, and the new orchestration system Maestro.They unpack:Why enterprise AI struggles with reliabilityWhat orchestration really means (and why LLMs alone aren't enough)The pitfalls of “agent-washing”Small vs large models, agent-to-agent protocols, and where real opportunities lieThis one is for founders building with AI — if you're navigating hallucinations, chasing automation, or exploring multi-agent workflows, this episode is a must.*Timestamps:(0:00) Yoav Shoham joins Jason to discuss AI Basics.(1:05) What AI21 Labs is building — from Jurassic-2 to Maestro(5:49) The overuse and confusion of the seductive term “agent”(8:22) Small models vs large models: what's best for enterprise?(10:53) The verticalization of AI: legal, accounting, and beyond(12:17) The challenge of agent-to-agent communication and shared semantics(17:08) What’s overhyped vs underhyped in AI — Yoav’s advice for founders*Uncover more valuable insights from AI leaders in Google Cloud's 'Future of AI: Perspectives for Startups' report. https://goo.gle/futureofai*Explore FurtherGoogle Cloud’s Report: The Future of AIGet insights from 23 leading experts on how startups can leverage AI for real business impact.👉 Read the full reportMore AI Basics EpisodesFounders, operators, and builders — catch up on our full Startup Basics series (Legal, Finance, Growth & AI):👉 thisweekinstartups.com/basicsLinks from episde:Google Cloud — Build smarter with AI tools built for startupsAI21 Labs — Makers of Wordtune, Jurassic-2, and MaestroMaestro — Orchestrate AI agents and tools across workflowsJamba — AI21’s hybrid language model with breakthrough efficiencyLearn About Google’s A2A (Agent-to-Agent) ProtocolThe next evolution in agent interoperability and coordination:Official A2A AnnouncementHands-on A2A Tutorial (Medium)*Follow Yoav:X: https://x.com/yshohamLinkedIn: https://www.linkedin.com/in/yoavshoham/*Follow Jason:X: https://twitter.com/JasonLinkedIn: https://www.linkedin.com/in/jasoncalacanis*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
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    22 mins
  • Starlink + Tesla? $4T Nvidia? Perplexity Browser? Linda Yaccarino Steps Down? | E2149
    Jul 9 2025
    On a brand new TWiST, Jason and Alex ponder… What if every Tesla doubled as a Starlink-powered Wi-Fi hotspot? Plus, Nvidia’s historic $4T valuation, Perplexity’s fancy new AI browser that literally books flights, Linda Yaccarino steps down as X CEO, Waymo launches teen accounts, and maybe recording everything all the time has some disadvantages? Later, Tim Ranzetta joins to explain how his nonprofit is making personal finance mandatory in high schools. A must-watch for founders, investors, and anyone navigating the future of tech.Timestamps:(03:04) Linda Y is out at X but it’s NOT because of Grok’s Hitler moment(09:59) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST(13:23) Nvidia is worth more than any other company EVER?(17:40) Granola’s charging individuals MORE than business accounts? But why?(20:42) INBOUND - Use code TWIST10 for 10% off your General Admission ticket at https://www.inbound.com/register. (Valid thru 7/31)(23:39) Jason thinks the AI recording and transcript lawsuits will begin by next year…(24:05) Perplexity launches the Comet browser: we’re checking how it compares with Dia and other rivals!(30:07) Bolt - Don’t be left behind. Build apps quickly without knowing how to code with Bolt.new. Try it free at https://www.Bolt.new/twist.(34:09) Waymo is expanding… Why there’s no shame in the robotaxi game…(41:28) Robinhood is tokenizing US equities for EU investors… we unpack what it all means and how it works.(49:18) Tim Ranzetta of Next Gen Personal Finance tells us what we don’t teach kids about finance and what they most need to know(01:29:25) Why finance and investing is all about psychology, and how to “think in bets”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:(09:59) 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) INBOUND - Use code TWIST10 for 10% off your General Admission ticket at https://www.inbound.com/register. (Valid thru 7/31)(30:07) Bolt - Don’t be left behind. Build apps quickly without knowing how to code with Bolt.new. Try it free at https://www.Bolt.new/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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    1 hr and 6 mins
  • Cloud Seeding, Conspiracies & the Texas Floods | BONUS EPISODE!
    Jul 9 2025

    Today’s show:

    Cloud seeding startup Rainmaker faced a viral backlash after deadly floods in Texas—so @Jason hosted an emergency X Spaces with founder Augustus Doricko to unpack what really happened. Did Rainmaker cause the floods? How much water can cloud seeding actually produce? Is it safe, and should we even be doing it? They dive into the science, conspiracy theories, regulation, and how cloud seeding compares to desalination as a tool to fight drought and preserve ecosystems. A fascinating, good-faith convo on the future of climate tech.

    Timestamps:

    (0:00) Cloud seeding controversy and its impact on Texas floods(2:24) Background and impact of the Texas flooding event(8:05) Comparing cloud seeding to other environmental solutions(10:20) Discussing population, water distribution, and environmental restoration(14:22) Cloud seeding timeline, feasibility, and solar panels on water canals(17:17) Ethics, concerns, and regulatory framework for cloud seeding(24:07) Public safety, ethical considerations, and social media interactions regarding cloud seeding(26:00) Closing remarks and future collaboration


    Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.com

    Check out the TWIST500: https://www.twist500.com

    Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp


    Follow Lon:

    X: https://x.com/lons


    Follow Alex:

    X: https://x.com/alex

    LinkedIn: ⁠https://www.linkedin.com/in/alexwilhelm


    Follow Jason:

    X: https://twitter.com/Jason

    LinkedIn: https://www.linkedin.com/in/jasoncalacanis


    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


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    Substack: https://twistartups.substack.com


    Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916

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    26 mins
  • Exits Are Back, QSB Stock & The New America Party? | E2148
    Jul 7 2025
    Today’s show:Startup exits are heating up with $67.7B in Q2 activity, QSBS just got a major expansion, and Robinhood is pushing boundaries with tokenized SPVs. In this episode, @Jason and @alex break down what it all means for founders and investors, plus the rise of Elon’s “America Party,” TikTok’s potential reboot, and why SaaS startups must rebrand around AI to stay competitive. A must-watch for anyone building, investing, or navigating tech in 2025.Timestamps:(04:29) Jason’s thoughts on Elon Musk’s America Party(10:05) Oracle - Try OCI and save up to 50% on your cloud bill at https://w⁠⁠⁠⁠ww.oracle.com/twist(15:02) M&A keeps heating up and why a big fintech IPO could be on the way!(20:00) OpenPhone - Streamline and scale your customer communications with OpenPhone. Get 20% off your first 6 months at https://www.openphone.com/twist⁠(26:32) Unpacking liquidation preferences for non-experts(29:11) AI companies are soaking up the majority of investment dollars but what does that really MEAN?(30:02) MonarchMoney - Get 50% off your first year by going to MonarchMoney.com and using the offer code TWiST(36:26) Why Jason’s group chat will love the QSBS expansion but it’s not really that big of a deal…(46:27) TikTok seems poised to make a deal… Why Jason thinks they do pose a national security threat.(59:22) Why is CoreWeave picking up Core Scientific, and is now a good time to sell your shares?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:(10:05) Oracle - Try OCI and save up to 50% on your cloud bill at https://w⁠⁠⁠⁠ww.oracle.com/twist(20:00) OpenPhone - Streamline and scale your customer communications with OpenPhone. Get 20% off your first 6 months at https://www.openphone.com/twist⁠(30:02) MonarchMoney - Get 50% off your first year by going to MonarchMoney.com and using the offer code 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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    1 hr and 7 mins
  • Startup Valuations, Biotech’s Crunch & AI’s Massive TAM | E2147
    Jul 2 2025
    Today’s show:It’s another blockbuster panel of insiders, as Alex sits down with Astasia Myers from Felicis, Matt Turck from First Mark Capital, and D.A. Wallach of Time BioVentures. AI is reshaping early-stage investing, with startups raising record-setting rounds adn chasing $100B+ markets. Meanwhile, biotech faces a “Great Depression” as public markets stay shut, putting added pressure on private capital. In healthcare, AI-powered virtual doctors promise to bring world-class medical advice to everyone, while fertility tech could revolutionize IVF by automating embryo handling and slashing costs. Hear our VC experts exclusive thoughts on these trends and much more!Timestamps:(2:21) The post-Q2 landscape and everyone’s immediate reactions(05:00) Why biotech is in a “Great Depression,” even for AI companies!(9:36) CLA - Get started with CLA's CPAs, consultants, and wealth advisors now at https://claconnect.com/tech(12:14) Overpriced vs. high-performing: Do high prices ALWAYS mean low expected returns and vice versa?(14:50) Mega markets: how AI is different from past software shifts(18:58) Everyone’s companies are CRUSHING IT: why genAI has crazy tailwinds right now(20:33) Sentry - New users get 3 months free of the Business plan (covers 150k errors). Go to http://sentry.io/twist and use code TWIST(21:46) Product-market fit and revenue durability in AI(24:29) Marketing and community development for early stage founders(25:14) AI advancements in humor, avatars, and healthcare(29:30) Public - Take your investing to the next level with Public. Build a multi-asset portfolio and earn 4.1% APY on your cash—with no fees or minimums. Start now at public.com/twist.(30:45) Healthcare innovation and AI foundation models(35:37) AI differentiation, OpenAI valuation, and infrastructure companies(43:08) User experience in LLMs and AI inference costs(51:21) AI healthcare applications and founding team trends(56:28) Hiring trends, burn rates, and outsourcing in biotech(1:01:51) Government investment in biotech and the European AI ecosystem(1:06:43) Academic founders and the Felicis Fellows program(1:09:10) Recent exits and the outlook for the upcoming quarters(1:12:27) Innovations in fertility treatments and prenatal testing(1:15:51) Summary of bullish trends and future outlook(1:16:14) Closing remarks and future check-in plansSubscribe 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:(9:36) CLA - Get started with CLA's CPAs, consultants, and wealth advisors now at https://claconnect.com/tech(20:33) Sentry - New users get 3 months free of the Business plan (covers 150k errors). Go to http://sentry.io/twist and use code TWIST(29:30) Public - Take your investing to the next level with Public. Build a multi-asset portfolio and earn 4.1% APY on your cash—with no fees or minimums. Start now at public.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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    1 hr and 17 mins