This Week in Startups

By: Jason Calacanis
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  • Summary

  • Jason Calacanis covers startups, tech, markets, media, and all the hottest topics in business and technology. He also interviews the world’s greatest founders, operators, investors, and innovators.
    Jason Calacanis
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Episodes
  • Is Palantir's Surge Just Hype | E2081

    Is Palantir's Surge Just Hype | E2081
    Feb 6 2025
    This Week in Startups is brought to you by… Gusto. Get three months free when you run your first payroll at http://gusto.com/twist Oracle. TWiST listeners can try OCI and save up to 50% on your cloud bill at ⁠⁠https://w⁠⁠⁠⁠ww.oracle.com/twist⁠⁠⁠ Horatio. Visit https://www.hirehoratio.com/twist and get $2,000 off your initial set up. Today’s show: Jason and Alex cover Palantir’s surge (is it all hype?), Temo and Shein and the de minimise loop hole, Uber’s earnings and the future of self-driving technology and much more! Timestamps: (0:00) Episode Teaser (1:38) New studio space and remote work productivity challenges (4:02) "Severance" vs. "Landman" - TV shows comparison (7:07) Palantir's valuation, financial performance, and stock analysis (9:49) Gusto. Get three months free when you run your first payroll at http://gusto.com/twist (11:27) Alex Karp talks up Palantir to investors (14:36) Price-sales ratio: Palantir vs. Nvidia and founder advice (19:33) Oracle. TWiST listeners can try OCI and save up to 50% on your cloud bill at ⁠⁠https://w⁠⁠⁠⁠ww.oracle.com/twist⁠⁠⁠ (21:46) Temu, Shein, and the de minimis loophole in trade (30:06) Horatio. Visit https://www.hirehoratio.com/twist and get $2,000 off your initial set up. (31:34) Uber's earnings, market performance, and self-driving technology future (38:33) Waymo's growth and the commodification of self-driving tech (44:11) Market dominance, platform switching, and competition mental models (47:18) Kalshi, Robinhood, prediction markets, and regulatory challenges (52:17) BYD's self-parking technology and the future of self-driving cars (56:43) Final thoughts and request for startup growth data 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 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 Thank you to our partners: (9:49) Gusto. Get three months free when you run your first payroll at http://gusto.com/twist (19:33) Oracle. TWiST listeners can try OCI and save up to 50% on your cloud bill at ⁠⁠https://w⁠⁠⁠⁠ww.oracle.com/twist⁠⁠⁠ (30:06) Horatio. Visit https://www.hirehoratio.com/twist and get $2,000 off your initial set up. 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/TWiStartups YouTube: https://www.youtube.com/thisweekin Instagram: https://www.instagram.com/thisweekinstartups TikTok: https://www.tiktok.com/@thisweekinstartups Substack: https://twistartups.substack.com Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916
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    58 mins
  • Lovable's Anton Osika on Revolutionizing Software Development and OpenAI Drops Deep Research | E2080

    Lovable's Anton Osika on Revolutionizing Software Development and OpenAI Drops Deep Research | E2080
    Feb 4 2025
    OpenAI dropped Deep Research—hilariously, the exact same name as Google’s existing tool. Jason and Alex dive into the AI arms race, break down Lovable.dev’s insane growth to $10M ARR in weeks, and test whether AI can really replace software engineers. Plus, they analyze Trump’s latest tariff chaos and what it means for startups, global trade, and the economy. * Timestamps: (0:00) Jason and Alex kick off the show. (1:09) Jason’s talk and case study at Stanford (2:38) Managing the chaotic news cycle (5:22) NBA trade insights: Luka Doncic and Anthony Davis (7:15) Lovable startup's rapid growth (9:44) Lemon.io. Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist (11:02) Lovable's AI demo and European startup landscape (15:20) Lovable's target market and pricing strategy (19:48) PrizePicks. Run your game. Download the app today and use code TWIST to get $50 instantly after you play your first $5 lineup! Go to: https://prizepicks.onelink.me/LME0/TWIST (21:39) Custom software development's future with AI (23:17) Launching and designing AI-powered apps (27:07) US sovereign wealth funds and crypto regulation (28:56) LinkedIn Ads. Get a $100 LinkedIn ad credit at http://www.linkedin.com/thisweekinstartups (33:42) Creative tax and debt reduction strategies (41:34) Defense spending and OpenAI's new product (46:51) OpenAI's market impact and ethical considerations (53:02) AI's role in content creation and job market (58:13) Venture capital trends and startup ecosystem (1:01:19) DeepSeek's popularity and security concerns (1:03:28) Tariffs, economic impact, and supply chain importance * 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 * Check out: Standford Case Study on Jason: https://www.gsb.stanford.edu/faculty-research/case-studies/jason-calacanis-case-study-creating-resources OpenAI’s Deep Research: https://openai.com/index/introducing-deep-research/ * Follow Anton X: https://x.com/antonosika LinkedIn: https://www.linkedin.com/in/antonosika/ * Follow Lovable: X: https://x.com/lovable_dev Website: www.lovable.dev * 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 * Thank you to our partners: (0:00) Lemon.io. Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist (0:00) PrizePicks. Run your game. Download the app today and use code TWIST to get $50 instantly after you play your first $5 lineup! Go to: https://prizepicks.onelink.me/LME0/TWIST (0:00) LinkedIn Ads. Get a $100 LinkedIn ad credit at http://www.linkedin.com/thisweekinstartups * 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/TWiStartups YouTube: https://www.youtube.com/thisweekin Instagram: https://www.instagram.com/thisweekinstartups TikTok: https://www.tiktok.com/@thisweekinstartups Substack: https://twistartups.substack.com * Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916
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    1 hr and 7 mins
  • Is OpenAI Really Worth $300B? ElevenLabs’ Series C & YC’s Funding Focus | E2079

    Is OpenAI Really Worth $300B? ElevenLabs’ Series C & YC’s Funding Focus | E2079
    Feb 1 2025
    Today’s show: The AI revolution is about to hit your household—Jason and Alex break down how general-purpose robots, AI-powered chicken coops, and voice clones are redefining daily life and work. They dig into OpenAI’s sky-high valuation, the surprising rise of DeepSeek’s R1 model, and why the AI cost curve is dropping at an insane pace. Plus, the latest on AI hardware, antitrust battles, and why the “No Buy 2025” trend could change how we think about consumer tech. * Timestamps: (0:00) Jason and Alex kick off the show. (3:10) Episode topics overview and fan participation (5:48) Meta's Ray-Ban smart glasses discussion (9:27) Paddle. Go to https://www.paddle.com/twist to get started with your exclusive listener fee-free period. (11:05) 11 Labs' Series C funding and voice cloning technology (18:09) Automation's impact on jobs and ethical considerations (20:05) Northwest Registered Agent. For just $39 plus state fees, Northwest will handle your complete business identity. Visit ⁠https://www.northwestregisteredagent.com/twist today. (21:22) Market trends towards sustainability and AI in smart chicken coops (27:04) Y Combinator's AI startup focus and investment considerations (29:47) Scalable Path. Get 20% off your first month at https://www.scalablepath.com/twist (31:42) AI in compliance, auditing, and personal staff replacement (35:06) AI development tools, hardware investments, and data trust issues (39:29) AI company valuations, OpenAI's revenue, and AI commoditization (51:04) AI ethics, SoftBank's strategy, and audience questions on AI hardware (59:27) Government AI funding, DOJ suit, and tech industry commoditization (1:09:21) AI advancements, consumer electronics costs, and computing hardware trends (1:12:08) Closing thoughts on technology's impact on life and teaser for next week * 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 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 * Thank you to our partners: (9:27) Paddle. Go to https://www.paddle.com/twist to get started with your exclusive listener fee-free period. (20:05) Northwest Registered Agent. For just $39 plus state fees, Northwest will handle your complete business identity. Visit https://www.northwestregisteredagent.com/twist today. (29:47) Scalable Path. Get 20% off your first month at https://www.scalablepath.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/TWiStartups YouTube: https://www.youtube.com/thisweekin Instagram: https://www.instagram.com/thisweekinstartups TikTok: https://www.tiktok.com/@thisweekinstartups Substack: https://twistartups.substack.com * Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916
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    1 hr and 13 mins

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This is my go-to podcast to keep my finger on the pulse of technology and business.

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