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Lyt når som helst, hvor som helst 

Jason Calacanis

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.

This Week in Startups

This Week In Startups is made possible by:

Northwest Registered Agent: https://www.northwestregisteredagent.com/twistdomain Odoo: http://Odoo.com/twist Rippling: http://Rippling.ai/twist Plaud: http://Plaud.ai/twist Harmonic: http://harmonic.ai/

Today’s show:

Anthropic and OpenAI released cheaper models on the same day with Claude Opus 5.5 and GPT-6, and these VCs would still bet on open source. Jason brings on Dave McClure of Practical Venture Capital, Jeff Clavier of Uncork Capital, and Jenny Fielding of Everywhere Ventures to discuss the argument for open-weight models over the frontier labs.

Learn why median seed valuations have more than tripled since 2017. Why does Dave say it's a buyer's market for secondaries right now? PLUS, does Meta's Muse leave any room for Instinct, and why are fintech and healthcare suddenly out of favor?

Guests:

Dave McClure on X: https://x.com/davemcclure?lang=en Practical Venture Capital: https://practicalvc.com/

Jeff Clavier on X: https://x.com/jeff Uncorked Capital: https://uncorkcapital.com/

Jenny Fiedling on X: https://x.com/jefielding Everywhere Ventures: https://www.everywhere.vc/

Relevant Links:

Instinct reportedly seeking $1B at a $10B valuation (report via The Information) → https://cryptobriefing.com/ai-assistant-startup-instinct-targets-10b-valuation-in-new-funding-talks-report/

Meta's Muse, the agent the panel sees as Instinct's biggest threat, now on Mac → https://aiweekly.co/alerts/meta-ships-muse-for-mac-agent-now-acts-in-native-macos-apps

Trump calls Jensen Huang onstage at the All-In Summit → https://thenextweb.com/news/trump-phoned-jensen-huang-onstage-at-the-all-in-summit-to-call-ai-fear-a-hoax

AI-assisted intel error nearly triggered a US intercept of a Chinese ship (CNN via gCaptain) → https://gcaptain.com/ai-error-nearly-triggered-u-s-intercept-of-chinese-ship-cnn-reports/

Bernie Sanders' 50% AI sovereign wealth fund bill + Altman meeting (Fortune) → https://fortune.com/2026/06/18/bernie-sanders-ai-fund-bill-sam-altman-1000-payments/

Stanley Druckenmiller's AI-written WSJ op-ed (Axios) → https://axios.com/2026/08/26/stanley-druckenmiller-ai-writing-wsj-op-ed

Claude Opus 5.5 and GPT-6 Sol/Luna launch the same day with price cuts (SiliconANGLE) → https://siliconangle.com/2026/09/22/anthropic-releases-claude-opus-5-5-and-openai-counters-with-two-cheaper-gpt-6-models/

Zipline: LAUNCH's "miss," later backed through the syndicate → https://www.flyzipline.com/

Micro1 → https://www.micro1.ai/

Founder University → **https://www.founder.university/** [VERIFY]

The Syndicate: angel invest alongside LAUNCH (apply, waitlist) → **https://thesyndicate.com/**

Timestamps:

0:00 What seed rounds looked like then: Fitbit's $2M seed

3:15 Jenny's Techstars NYC years and the two-unicorn mug

7:51 All-In Summit: Trump calls Jensen Huang onstage. Staged or not?

8:56 P(doom) roundtable + Dave's AI sovereign wealth fund prediction

10:08 Northwest Registered Agent - Got a new business idea? Northwest Registered Agent helps you bring it to life. Get a free domain, email, phone number, and more - with no purchase required! Learn more at https://www.northwestregisteredagent.com/twistdomain

13:35 The AI intel error that nearly triggered a US-China incident

17:44 "McClure's Law": a human with AI is the real risk

19:59 Odoo - The all-in-one business platform. Your first app is free! Get started today at https://Odoo.com/twist

21:37 Stripe + OpenRouter: an anti-fraud play, not a routing play?

23:07 Seed valuations: median $8M (2017) to $28M today

23:58 Instinct: $2.5B to a reported $10B in weeks

29:49 Rippling - Thanks to our partners at Rippling! Head to https://Rippling.ai/twist and get the only AI built to give you full visibility across your startup and take complex actions across your entire business.

44:01 Opus 5.5 vs. GPT-6 Sol: the same-day price war

46:51 Gun to your head: open-weight models or frontier labs?

51:00 Secondaries: the top 30 names vs. everyone else

52:30 Why fintech and healthcare are unloved (and Jason's Robinhood bet)

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 Jason:

X: https://twitter.com/Jason

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

Thank you to our partners:

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Check out all our partner offers: https://partners.launch.co/

Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland

Subscribe to our Substack Newsletters!

TWiST: https://twistartups.substack.com/

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TWiVC: https://thisweekinvc.substack.com/

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

VCs Would Bet on Open-Source AI Over OpenAI and Anthropic | E2341

This Week In Startups is made possible by:
 Quo: http://quo.com/TWiST
 The Conservation Fund: https://conservationfund.org
 CLA: https://app.notion.com/p/withyou-help-eb83a84d32cf43f59af13cb11e2f56c3?source=copy_link
 Today's show:
 A 27-year-old Anthropic researcher quit last week warning that AI could cause human extinction, and by Friday, a caller's 76-year-old mother was texting her in a panic. Jason's answer: the labs are already shipping the safeguards Doomers say don't exist.
 On an all live calls episode of TWiST, learn about the AI implications Jason is actually scared of, and why it involves a terrorist cell and a thousand cheap drones. PLUS, who is liable when one AI prompts another AI into launching a meme coin, and can a 1.5-3 megawatt cannabis facility be converted into a data center?
 Relevant Links:
 Anthropic Resignee — https://www.nbcnews.com/tech/tech-news/anthropic-safety-researcher-resigned-warning-rapid-ai-development-gamb-rcna596767
 OpenAI's Navier-Stokes claim— https://www.science.org/content/article/how-ai-math-breakthrough-ignited-controversy
 CNBC: Tristan Buckmaster's challenge to the claim — https://www.cnbc.com/2026/09/09/openai-navier-stokes-math-problem-solved.html
 NVIDIA GB200 Grace Blackwell —https://www.nvidia.com/en-us/data-center/gb200-nvl72/
 Composio's walkthrough of how Grok Bot actually works — https://composio.dev/content/guide-to-frok-bot
 Timestamps:
 
 0:00 (Question) Jim, from the midterm Republican convention floor: is AI really going to kill us all — and is local AI the mitigation?
 5:31 Where Terminator 2's logic breaks down
 9:42 The threat Jason is actually scared of: slaughter drones and murder bots
 9:54 Quo (formerly OpenPhone) - Quo gives you a clean, modern way to handle every customer call, text, and thread all in one place. Try it free at https://quo.com/TWiST
 10:05 (Question) Michael Lee, who's responsible when one AI prompts another into launching a meme coin?
 17:32 (Question) Lyda, calling from Greece: can an independent AI ecosystem still exist
 19:03 The Conservation Fund - Find out more about how The Conservation Fund is protecting land, wildlife, and our shared access to the great outdoors while also providing economic opportunities. Visit https://conservationfund.org
 21:08 (Question) John Wright: do you have to carve out more time now just to keep up with the tools?
 25:42 Claude's caution vs. Grok's "hold my beer"
 26:33 (Question) John Wright, part two: do you expect founders to get more done now
 26:55 The three buckets: 10x, 5x, and the 20% crowd
 29:22 CLA - Get started with CLA's CPAs, consultants, and wealth advisors now at https://claconnect.com/tech at https://www.claconnect.com/withyou
 30:01 (Question) Ray, Vortex Console: can human-in-the-loop actually work at enterprise scale?
 33:25 (Question) Kristen Dahl: how do you explain AI risk to your 76-year-old mom?
 35:13 Why the chaos only happens at OpenAI and Anthropic
 43:36 (Question) David Rosenberg, NYU physics: what's behind the academic backlash to AI solving Navier-Stokes?
 53:35 Advice for a 20-year-old: find two smart people, build weird things
 54:29 (Question) David's follow-up: any chance of an All-In Summit scholarship
 56:21 (Question) Mo: can a cannabis cultivation facility be converted into a data center
 1:02:30 (Question) Mo's follow-up: Mark Cuban's pickleball courts and the efficiency curve
 
 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 Jason:
 X: https://twitter.com/Jason
 LinkedIn: https://www.linkedin.com/in/jasoncalacanis
 
 Check out all our partner offers: https://partners.launch.co/
 
 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

Ask Jason: AI Extinction, Grok's Rogue Meme Coin & Weed Farms as Data Centers | E2337

This Week In Startups is made possible by:
 DigitalOcean — Want to see what building on a true AI-native platform looks like? Head to do.co/twist to start building on DigitalOcean's AI-Native Cloud today — and cut your AI workload costs by up to 50%.
 Odoo: The all-in-one business platform. Your first app is free! Get started for today at Odoo.com/twist
 Upwork helps businesses find highly skilled freelance professionals for specialized work. Post your job for free at upwork.com
 
 Today's show:
 The Pentagon is reportedly in talks to lend AI cloud startup Fluidstack $5. billion, and Jason thinks the real story isn't the loan itself. It's the US government owning equity in private AI companies, and competing directly with venture capital.
 Plus returning friend of the pod Tibo Louis-Lucas shows us how he runs seven companies with fewer than 10 people by stacking AI agents. Can a few $200/month AI subscriptions really do the work of an entire marketing team? Tibo seems to think so.
 Plus it's Off-Duty Friday, so Jason and Lon are reviewing some current streaming favorites, and commemorating the 25th anniversary of 9/11 with some personal stories.
 Check out the full summary and transcript of today's episode from Plaud: https://web.plaud.ai/s/pub_213fdb2e-a65e-4901-b5fc-57a4f1e357a1::ZvclWNOK-PPr-9atxIDVG2tpGYUJxiklGAzVbHd9aJRBMSd6ef8l4hG7j_mUAyNTYTXS_Ha1XlEm8fYC
 Guests:
 Tibo Louis-Lucas on X: https://x.com/tibo_maker
 Squad: https://squad.so/
 Relevant Links:
 Fluidstack: https://www.fluidstack.io
 Google-Fluidstack warrants deal details: https://cointelegraph.com/news/google-acquires-5-4-stake-in-bitcoin-mining-company-cipher-mining-in-ai-deal
 Center for Public Integrity: Solyndra timeline: https://publicintegrity.org/politics/missed-warning-signs-a-solyndra-timeline/
 The Hill: Energy Dept. loses $139M in Fisker auto loan default: https://thehill.com/policy/energy-environment/191258-energy-dept-loses-139-million-in-auto-loan-gone-bad/
 Apple iPhone Duo: https://www.apple.com/newsroom/2026/09/apple-unveils-iphone-duo/
 Apple Mac Studio: https://www.apple.com/mac-studio/
 Sonos: https://www.sonos.com/
 Amazon Fire TV: https://www.amazon.com/b?node=8521791011
 UniFi: https://www.ui.com/
 Lanterns trailer: https://www.youtube.com/watch?v=7UIBOsuUwc4
 Dark Matter Season 2 trailer: https://www.youtube.com/watch?v=zhB6_1UbR7s
 "Robin" biography by Dave Itzkoff: https://www.amazon.com/dp/1627794247
 What Dreams May Come trailer: https://www.youtube.com/watch?v=RmZ-FuBThuQ
 Huffington Post on the Robin Williams-Disney feud: https://www.huffingtonpost.co.uk/entry/robin-williams-disney-feud-aladdin-picasso_uk_6a7cc304e4b079a0b2ec2233
 Keith Roma: the 344th firefighter lost, remembered: https://www.firerescue1.com/9-11/articles/the-firefighter-everyone-forgot-about-on-911-142cs6WyLmn2FDib/
 Timestamps:
 0:00 Remembering 9/11, 25 Years Later
 9:10 Are we about to nationalize the AI industry?
 9:53 DigitalOcean - Want to see what building on a true AI-native platform looks like? Head to https://do.co/twist to start building on DigitalOcean's AI-Native Cloud today — and cut your AI workload costs by up to 50%.
 20:30 Odoo - The all-in-one business platform. Your first app is free! Get started today at https://Odoo.com/twist
 21:45 Apple's foldable iPhone Duo
 29:43 Upwork - Upwork helps businesses find highly skilled freelance professionals for specialized work. Post your job for free at https://upwork.com
 38:04 Tibo Louis-Lucas returns to TWiST
 41:47 The affiliate update email that runs on autopilot
 46:40 Why you should "stack" multiple AI subscriptions
 52:57 Squad's ideal customer is a solo founder
 54:11 Jason digs Hal Jordan on "Lanterns"
 1:00:19 Lon reviews Apple's "Dark Matter"
 1:03:39 Remembering Robin Williams
 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 Jason:
 X: https://twitter.com/Jason
 LinkedIn: https://www.linkedin.com/in/jasoncalacanis
 
 Check out all our partner offers: https://partners.launch.co/
 
 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

The Pentagon Wants Equity in AI Startups | E2336

This Week In Startups is made possible by:
 Wilson Sonsini: https://www.wsgr.com/en/
 
 Today's show:
 One of YouTube's three co-founders left for grad school and walked away with a fraction of what his partners made on the Google sale. Becki DeGraw of Wilson Sonsini joins Jason for Startup Legal Basics to explain the vesting schedule behind that gap, and why you want one even if you never take a dollar of venture money.
 Learn how VCs actually respond when a founder says "I've already put in four years," and the exact language Jason gives founders to turn one term sheet into three. PLUS, why is an inactive advisor still vesting your equity, and who wrote those performance milestones?
 Guests:
 Becki DeGraw on LinkedIn: https://www.linkedin.com/in/rebecca-degraw-639bbb62/
 Wilson Sonsini: https://www.wsgr.com/en/
 Relevant Links:
 Becki DeGraw — partner in WSGR's San Francisco office — https://www.wsgr.com/en/people/becki-degraw.html
 TechCrunch broke the YouTube story— https://techcrunch.com/2006/10/09/google-has-acquired-youtube/
 Sequoia Capital — https://www.sequoiacap.com/
 Roelof Botha — led Sequoia's YouTube investment and later ran the firm globally → https://en.wikipedia.org/wiki/Roelof_Botha
 ESOP / employee stock option pool — https://thisweekinstartups.com/basics
 Founder & advisor equity documents — https://www.wsgr.com/en/services/practice-areas/corporate/emerging-companies.html
 Timestamps: 0:06 Becki DeGraw on why founder equity is "near and dear" to every founder
 1:53 Founder vesting explained
 3:49 Why you want vesting even if you never take VC money
 6:05 "Why do I have to vest again?"
 7:32 Leverage is a function of how many offers you have
 10:36 The exact script for landing a second term sheet
 14:37 Don't let an AI write your three-page vesting schedule
 18:19 Character in Silicon Valley: it's a small world after all
 19:49 Take the emotion out of it
 
 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 Jason:
 X: https://twitter.com/Jason
 LinkedIn: https://www.linkedin.com/in/jasoncalacanis
 
 Check out all our partner offers: https://partners.launch.co/
 
 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

Becki DeGraw on founder vesting, advisor equity & the 4-term-sheet play

This Week In Startups is made possible by:
 Northwest Registered Agent - https://www.northwestregisteredagent.com/twistdomain
 NetSuite - https://www.netsuite.ai/twist
 Vanta - http://www.vanta.com/twist 
 Check out a full transcript and summary of today's show, created by Plaud: https://web.plaud.ai/s/pub_c2b45bfe-abad-43ce-b7ef-41118f55f738::Vo2MH6PuXBzTCaxKRDjHH0zu8FbzgDpQL5OnfBfMzLP22CQRxciqE74Mq4YDD-LwYXGZCazgIeglPuwC Today's show:
 An Anthropic researcher quit this week, saying both leading labs are gambling with everyone's lives. His coworker chimed in and predicts there is a greater than 10% chance that AI will end humanity IN THE NEXT 10 YEARS. Jason and Lon take it to Yohei Nakajima of Untapped Capital, Ben Lerer of Lerer Hippeau, and Rebecca Lynn of Canvas Prime, who cannot decide whether it is the greatest PR strategy in history or some kind of mass psychosis.
 Learn why Jason says founders should never hand a frontier lab their proprietary data, whether or not they're offered free credits. PLUS, who really solved Navier-Stokes, and what does the OpenAI–Buckmaster fight mean for anyone doing real work inside ChatGPT or Claude?
 Guests:
 Yohei Nakajima on X: https://x.com/yoheinakajima
 Untapped Capital: https://untapped.vc/
 Ben Lerer on X: https://x.com/BenjLerer
 Lerer Hippeau: https://www.lererhippeau.com/
 Rebecca Lynn on X: https://x.com/VCRebecca
 Canvas Prime: https://www.canvas.vc/
 Relevant Links:
 Jacob Coxon quits Anthropic - "gambling with our lives" https://techcrunch.com/2026/09/09/gambling-with-our-lives-anthropic-researcher-quits-warns-against-self-improving-ai/
 Evan Hubinger, Anthropic's Alignment Science lead, on X: >10% odds within a decade — https://x.com/EvanHub/status/2097497037956891126
 Future of Life Institute — the 2015 Puerto Rico AI safety conference Jason asks Lon to pull up → https://futureoflife.org/
 Meta debuts Muse (Axios) —https://www.axios.com/2026/09/08/meta-debuts-muse-personal-ai-agent
 Harmonic — https://harmonic.ai/
 China blocks Meta's Manus acquisition (CNBC) —https://www.cnbc.com/2026/04/27/meta-manus-china-blocks-acquisition-ai-startup.html
 OpenAI fought dirty— https://techcrunch.com/2026/09/08/openai-fought-dirty-on-career-making-math-problem-says-nyu-mathematician/
 Savvy Wealth — https://www.wealthmanagement.com/ria-news/savvy-wealth-raises-100m-valuation-hits-600m
 Augmodo — https://www.augmodo.com/
 E2B — https://e2b.dev/
 Daptic — https://www.daptic.com/
 Timestamps:
 0:00 Jacob Coxon quits Anthropic: "crunch time" and "endgame"
 4:53 Evan Hubinger: >10% odds AI kills all humans in a decade
 11:22 Northwest Registered Agent - Got a new business idea? Northwest Registered Agent helps you bring it to life. Get a free domain, email, phone number, and more - with no purchase required! Learn more at https://www.northwestregisteredagent.com/twistdomain
 12:23 "You have succeeded in scaring the bejesus out of Americans"
 14:59 Jobs, the wealth divide, and which industries get wiped out first
 20:07 NetSuite - For the first time ever, you can try NetSuite Next for free. If your revenues are at least in the seven figures, go to https://NetSuite.ai/TWIST
 21:09 Savvy Wealth's $100M round
 26:52 The Kalanick story and why Jason built a syndicate backstop
 29:04 Vanta - Get $1000 off your SOC 2 at https://www.vanta.com/twist
 32:05 Meta ships Muse
 32:56 Can Meta be trusted
 35:29 Threads Metrics
 49:27 Robinhood's free-share referral
 51:16 NYU's Tristan Buckmaster accuses OpenAI of fighting dirty on Navier-Stokes
 57:43 Jason: "It's a trap"
 59:03 Harvey goes open-weight, Go.AI on-prem, Covenant Labs
 1:12:22 High performing portfolio companies
 
 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 Jason:
 X: https://twitter.com/Jason
 LinkedIn: https://www.linkedin.com/in/jasoncalacanis
 
 Check out all our partner offers: https://partners.launch.co/
 
 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

Did OpenAI Steal the Navier-Stokes Solution? | E2335

This Week In Startups is made possible by:
 Odoo - http://Odoo.com/twist
 Northwest Registered Agent - https://www.northwestregisteredagent.com/twistdomain
 Rippling - http://Rippling.ai/twist
 Today's show:
 Your doctor almost certainly isn't testing your insulin. Dr. Mark Hyman sits down with Jason to explain the broken system that Function is fixing, and what 100 million biomarkers say about how sick America actually is.
 Learn why insulin beats blood sugar as an early warning for TKTKTK. Why might "normal" lab ranges be unreliable? PLUS, how does an expert like Dr. Hyman feel about GLP-1s and psychedelics?
 Guests:
 Dr. Mark Hyman on X: https://x.com/drmarkhyman
 Function: https://www.functionhealth.com/
 Relevant Links:
 The Dr. Hyman Show — https://podcasts.apple.com/us/podcast/the-dr-hyman-show/id1382804627
 
 Function pricing — https://www.functionhealth.com/pricing
 
 Ezra — the full-body MRI company Function acquired https://ezra.com/
 
 Galleri (GRAIL) — the multi-cancer early detection blood test — https://www.galleri.com/
 
 Tufts / JACC study — the source of the "93% of Americans have metabolic dysfunction" — https://now.tufts.edu/2022/07/05/only-7-american-adults-have-good-cardiometabolic-health
 
 American College of Cardiology — https://www.acc.org/
 
 Dr. Jorge Plutzky — https://www.health.harvard.edu/authors/jorge-plutzky-md
 
 OpenEvidence — https://www.openevidence.com/
 
 Stanford Metabolic Psychiatry Clinic — https://med.stanford.edu/news/all-news/2022/11/metabolic-psychiatry.html
 
 Stanford Medicine on the ibogaine findings → https://med.stanford.edu/news/all-news/2024/01/ibogaine-ptsd.html
 
 Texas SB 2308 — the $50M state investment in ibogaine trials — https://www.texastribune.org/2026/03/31/texas-ibogaine-research-clinical-trials-psychedelics/
 
 Timestamps:
 0:00 What Function actually is
 6:43 Healthspan vs. sick care
 10:16 Odoo - The all-in-one business platform. Your first app is free! Get started today at https://Odoo.com/twist
 11:32 A $300 vitamin D test vs. a $10 one
 18:08 Should a 25-year-old get a whole-body MRI?
 20:42 Northwest Registered Agent - Got a new business idea? Northwest Registered Agent helps you bring it to life. Get a free domain, email, phone number, and more - with no purchase required! Learn more at https://www.northwestregisteredagent.com/twistdomain
 24:23 Why medicine is still running on paper
 25:41 The study where the chatbot beat the doctors
 27:02 micro1, doctors in the loop, and why AI still needs guardrails
 28:50 Wearables, records, and the CD-ROM problem
 30:07 Rippling - Thanks to our partners at Rippling! Head to https://Rippling.ai/twist and get the only AI built to give you full visibility across your startup and take complex actions across your entire business.
 32:51 The wearable that caught Jason's Covid
 34:31 Alcohol, sugar, and why almost nobody tests your insulin
 40:00 GLP-1s: Jason's 213-to-168 story
 42:22 Microdosing GLP-1s, muscle loss, and "skinny fat"
 48:48 Overdiagnosing mental illness: SSRIs, Adderall, and a lost decade
 50:17 The biology underneath depression and anxiety
 54:32 Psychedelics: ketamine, ibogaine, and the second revolution in psychiatry
 
 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 Jason:
 X: https://twitter.com/Jason
 LinkedIn: https://www.linkedin.com/in/jasoncalacanis
 Thank you to our partners:
 Check out all our partner offers: https://partners.launch.co/
 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:
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Dr. Mark Hyman on Function Health & GLP-1 microdosing | E2334

VC experts on why Physical AI funding is heating up | E2333
 This Week In Startups is made possible by:
 partner 1 - link
 partner 2 - link
 partner 3 - link
 
 Today's show:
 Are we one step closer to data centers in space? Katelin Holloway of Seven Seven Six and Paige Doherty of Behind Genius Ventures break it down what it would take.
 Plus investor interest is surging in Physical AI companies. Paige explains why she backs applications of physical AI over general-purpose robotics, and how her thesis on multimodal AI led to the largest check she's ever written.
 We then dive into the Pentagon's rollout of ChatGPT Mil and Grok for Government. And Katelin gives us her insight into how VCs are investing in Europe and the regulations behind the scenes.
 Guests:
 Katelin Holloway on X: https://x.com/katelin_cruse
 Seven Seven Six: https://sevensevensix.com/
 Paige Doherty on X: https://x.com/paigefinnn
 Behind Genius Ventures: https://www.behindgeniusventures.com/
 Full Transcript and Summary, powered by Plaud
 https://web.plaud.ai/s/pub_772dbc9f-cd78-4de7-911e-8d3ee2883fbb::AF3ncHtIZkSyKKL-K-XUZBAUBEdoQQBEGCQSsja3gXsll8Dm6-Xbrrlhk7g8U-xwIW9kHyYwaB0dBuoC
 Related Links:
 Department of War adds ChatGPT Mil and Grok for Government: https://fortune.com/2026/09/01/pentagon-chatgpt-grok-government-military-ai-members-pete-hegseth-defense-department/
 OpenAI for Government: https://openai.com/global-affairs/introducing-openai-for-government/
 Starshield — SpaceX's government/defense arm: https://www.spacex.com/starshield/
 UN work on LAWS (Lethal Autonomous Weapons Systems): https://disarmament.unoda.org/the-convention-on-certain-conventional-weapons/background-on-laws-in-the-ccw/
 European Commission designates ChatGPT a VLOSE: https://digital-strategy.ec.europa.eu/en/news/commission-designates-chatgpt-reddit-roblox-under-digital-services-act
 Commission press release: https://ec.europa.eu/commission/presscorner/detail/en/ip_26_1772
 Euronews on why a chatbot that searches the live web counts as a search engine: https://www.euronews.com/next/2026/08/31/eu-places-chatgpt-reddit-and-roblox-under-strictest-digital-safety-rules
 Entrepreneur First: https://www.joinef.com/posts/introducing-the-bridge/
 Henrick Johansson, the European VC persona: https://x.com/compliantvc
 Starcloud — orbital data centers: https://www.starcloud.com/
 Starcloud raises $250M at a $2.3B: https://www.businesswire.com/news/home/20260821884035/en/Starcloud-Raises-$250-Million-at-$2.3-Billion-Valuation-to-Scale-AI-with-Orbital-Data-Centers
 "From Sputnik to Starship: Estimating the experience curve of space launch technology" https://academic.oup.com/pnasnexus/article/5/7/pgag217/8732400
 Cambridge Bennett Schoo: https://www.bennettschool.cam.ac.uk/blog/is-space-trade-the-next-global-transport-revolution/
 Crunchbase News: physical AI startups raised $47.4B across 521 deals in H1 2026: https://news.crunchbase.com/venture/physical-ai-funding-startups-robotics-aerospace-h1-2026/
 Crunchbase News on record defense-tech funding: https://news.crunchbase.com/defense-tech/startup-venture-funding-all-time-record-ai-anduril/
 Jensen Huang's prediction: https://www.nvidia.com/en-us/executive-insights/
 Zipline: https://www.flyzipline.com/
 Nox Metals: https://www.noxmetals.com/
 CNBC: Anthropic changes its data retention policy: https://www.cnbc.com/2026/09/01/anthropic-data-retention.html
 Bloomberg on the plan to let enterprises hold the 30-day window: https://www.bloomberg.com/news/articles/2026-08-20/anthropic-plans-to-change-data-retention-policy-for-advanced-ai
 Plaud — sponsor; the wearable AI note-taker → **https://plaud.ai/twist** (code TWIST for 10% off)
 Harmonic: https://harmonic.ai/
 Timestamps:
 0:00 Why making it to Fund IV is when it gets real
 9:24 Pentagon rolls out ChatGPT Mil and Grok for Government
 10:49 Sentry - Your team should be focused on shipping features — not chasing down bugs. New users can get $240 in free credits when they go to https://sentry.io/twist and use the code TWIST
 11:53 Paige on defense tech and three years at Northrop Grumman
 13:40 Katelin: The bottleneck used to be winning the contract, now it's surviving one
 16:13 Autonomous weapons, robot dogs, and the Boston Dynamics conversation in Paris
 19:07 Lightfield - Name one person who's ever enjoyed updating a CRM. Exactly. Lightfield's AI agent does it for you — it even prospects and books your meetings. Used by thousands of startups. Free at https://lightfield.app
 22:03 EU designates ChatGPT a "very large online search engine" under the DSA
 24:54 Katelin's contrarian take: Europe is undercapitalized
 29:56 Odoo - The all-in-one business platform. Your first app is free! Get started today at https://Odoo.com/twist
 31:07 Starcloud raises $250M at a $2.3B valuation
 53:06 Competing with Elon: the single point of failure for the whole space economy
 57:49 Physical AI raised ~$47B in the first half of 2026
 1:03:42 Jason's Zipline regret and the death of "hardware is hard"
 1:07:07 Is "unc" a compliment? A Gen X / millennial / Gen Z / Gen Alpha
 1:09:39 Anthropic reverses its data retention policy after enterprise pushback
 1:12:18 Katelin on data custody: "That's not a procurement question"
 1:15:31 Back to on-prem: Go.AI, the Go1, and vertical LLMs
 
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 Check out the TWIST500: https://www.twist500.com
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 X: https://twitter.com/Jason
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 Check out all our partner offers: https://partners.launch.co/
 
 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

VC experts on why Physical AI funding is heating up | E2333

This Week In Startups is made possible by: 
 Northwest Registered Agent https://northwestregisteredagent.com/twistdomain
 CLA https://claconnect.com/withyou
 Rippling https://Rippling.ai/twist
 
 Today's show:
 Hugging Face's $399 Microduck and the art of companies taking on side quests. Then, we get into Dwarkesh Patel's "The Rise and Fall of Agent Civilizations," which blew up online this weekend. Jason calls the "secret AI civilization" framing deliberate PR, and thinks it's inflammatory enough that someone might attack a data center over it.
 Then, Anders Forslund of Heart Aerospace shows off the X1, a battery-powered electric airliner designed for regional flights that can fly for 30 minutes on just $5 of juice. PLUS, we've got John Yu of Bitsec explaining how his subnet project outperformed Fable 5 in website vulnerability checks.
 Guests: 
 Anders Forslund on X: https://x.com/AndersForslund1?s=2
 Heart Aerospace: https://www.heartaerospace.com/
 John Yu on X: https://x.com/yubrew
 Bitsec: https://sentios.io/ & https://sentios.io/
 Relevant Links:
 MicroDuck: https://pollen-robotics.com/microduck/
 Dwarkesh Patel, "The Rise and Fall of Agent Civilizations," https://www.dwarkesh.com/p/openai-huggingface
 Dwarkesh's launch thread on X: https://x.com/dwarkesh_sp/status/2093833419377815719
 METR's independent investigation of the OpenAI/Hugging Face incident: https://metr.org/blog/2026-08-26-openai-hugging-face-incident-investigation/
 X1 first flight announcement — https://www.heartaerospace.com/newsroom/heart-aerospace-completes-first-flight-of-world-s-largest-electric-aircraft
 JSX (JetSuiteX) — https://www.jsx.com/
 Pilatus PC-12 —https://www.pilatus-aircraft.com/en/fly/pc-12
 Surf Air — https://www.surfair.com/
 Zcash → https://z.cash/
 Timestamps:
 0:00 Is Hugging Face's Microduck the greatest side quest ever?
 5:31 Jason puts Clem Delangue and Jensen Huang in charge of AI PR
 11:20 Northwest Registered Agent - Got a new business idea? Northwest Registered Agent helps you bring it to life. Get a free domain, email, phone number, and more - with no purchase required! Learn more at https://www.northwestregisteredagent.com/twistdomain
 18:55 Top story: Dwarkesh Patel's "The Rise and Fall of Agent Civilizations"
 19:22 Why agents act like people: they were trained on us
 19:30 CLA - Innovation takes balance. CLA's CPAs, consultants, and wealth advisors can help you get from startup to where you want to end up. Get started now at https://www.claconnect.com/withyou
 21:49 "I know good PR when I see it"
 23:11 The prompt Jason says OpenAI should have written instead
 26:44 The data center backlash and the politicians who will flip
 30:07 Rippling - Don't settle for AI that's all talk. Head to https://Rippling.ai/twist to get the only AI built to give you full visibility across your startup and take complex actions across your entire business.
 33:19 Guest: Anders Forslund, Heart Aerospace, and the X1's first flight
 39:40 Turboprops vs. jets and the regional routes America lost
 42:33 JSX, Santa Monica Airport, and 5,000 underused airports
 44:54 Why Boeing won't build this: the innovator's dilemma
 53:14 Guest: John Yu, Bitsec — Bittensor Subnet 60
 55:01 How the subnet works: miners, validators, $10K a day
 57:17 Bitsec vs. a frontier model: 160+ vulnerabilities to 60
 59:37 Was the agent civilization story a pre-IPO PR play?
 1:05:10 Sentios.io and continuous coverage
 
 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 Jason:
 X: https://twitter.com/Jason
 LinkedIn: https://www.linkedin.com/in/jasoncalacanis
 
 Check out all our partner offers: https://partners.launch.co/
 
 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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 Instagram: https://www.instagram.com/thisweekinstartups
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 Substack: https://twistartups.substack.com

Are AI Agents forming "civilizations" or is this just a psy op? | 2332

This Week In Startups is made possible by:
 DigitalOcean https://do.co/twist
 Every.io https://every.io
 PayPal https://paypal.launch.co
 
 Today's show:
 *Nvidia agreed to buy Hugging Face for $12.9 billion, just days after quietly licensing Poolside's coding model for $6 billion+. On TWiST, Jason lays out why this is actually the biggest AI story of the year. Nvidia plans to offer enterprises unmetered, unlimited on-prem compute, pulling them away from reliance on Anthropic and OpenAI's frontier models and products.
 PLUS we're chatting with Halter founder & CEO Craig Piggott about how his company helps farmers optimize their land use via solar-powered AI-driven cattle collars. AND Hop Aero CEO and co-founder Matija Milenovic shows us Rook, his autonomous hypersonic cargo rocket that can launch from a shipping container and deliver cargo up to 450 miles away in about 15 minutes. Finally, Jason and Lon explain why you never post Slop on the timeline.
 Guests:
 Craig Piggott on X: https://x.com/craig_piggott
 Halter: https://www.halterhq.com/
 Matija Milenovic on X: https://x.com/mat_milenovic
 Hop Aero: https://hopaero.com/
 Relevant Links:
 OpenAI Open Letter: https://openai.com/collective-cyberdefense/
 OpenAI Hugging Face report: https://openai.com/index/hugging-face-incident-and-the-road-ahead/
 OpenAI Jalapeño report: https://openai.com/index/jalapeno-first-results/
 Dario Amodei-Gavin Baker tweet thread: https://x.com/DarioAmodei/status/2088758816376807762
 TechCrunch: Nvidia-Hugging Face deal: https://techcrunch.com/2026/08/26/nvidia-closes-in-on-hugging-face-acquisition/
 TechCrunch coverage of Halter: https://techcrunch.com/2026/04/04/unpacking-peter-thiels-big-bet-on-solar-powered-cow-collars/
 Dealroom: Sir Peter Back on Rocket Lab: https://app.dealroom.co/news/note/sir-peter-beck-on-rocket-lab-s-no-money-so-we-have-to-think-playbook-from-a-60k-new-zealand-start-up-to-an-end-to-end-space-company
 WSJ: Druckenmiller op-ed: "Let the Bond Market Speak": https://www.wsj.com/opinion/let-the-bond-market-speak-81529d74
 NOTUS: Druckenmiller's WSJ op-ed was written with AI: https://www.notus.org/media/stanley-druckenmillers-wsj-op-ed-bessent-ai
 WaPo: Wall Street Journal defends Druckenmiller op-ed: https://www.washingtonpost.com/business/2026/08/25/wall-street-journal-says-ai-generated-op-ed-didnt-breach-its-standards/
 Photon Matrix Laser Mosquito Killer: https://photonmatrixlab.com/
 "The Wizard of the Kremlin" trailer: https://www.youtube.com/watch?v=U7ctYp3zQVA
 "King & Conqueror" trailer: https://www.youtube.com/watch?v=anS9xQEPTsU
 "Lanterns" trailer: https://www.youtube.com/watch?v=7UIBOsuUwc4
 "Rebel Ridge" trailer: https://www.youtube.com/watch?v=gF3gZicntIw
 Alpaka Bravo Sling Max 2 bag: https://alpakagear.com/products/bravo-sling-max-v2
 No Agenda podcast: https://www.noagendashow.net/
 THR: John C. Dvorak obit: https://www.hollywoodreporter.com/business/business-news/john-dvorak-dead-tech-journalist-no-agenda-inside-track-1236657317/
 Timestamps:
 0:00 The 100+ company open letter on cyberdefense
 9:48 DigitalOcean - Want to see what building on a true AI-native platform looks like? Head to https://do.co/twist to start building on DigitalOcean's AI-Native Cloud today — and cut your AI workload costs by up to 50%.
 16:46 Why some models are "unsafe at any latency"
 19:44 Craig Piggott of Halter joins the show
 21:03 Every.io - For all of your incorporation, banking, payroll, benefits, accounting, taxes or other back-office administration needs, visit https://every.io
 26:09 How do you add cows to Starlink?
 31:26 PayPal - Pay zero processing fees on your first $100K in eligible PayPal payment volume. Learn more at https://paypal.launch.co
 47:52 Founder-led hyper-local sales motion
 53:15 Remember John C. Dvorak
 58:27 Matija Milenovic of Hop Aero joins
 59:53 Sending out autonomous swarms in the Indo-Pacific
 1:11:26 Nvidia's mega-Hugging Face deal
 1:16:32 Nvidia's "unmetered" play against Anthropic and OpenAI
 1:29:47 How letting AI write for you is like lip syncing
 1:33:44 Laser-guided mosquito defense system
 1:36:32 Lon's streaming picks
 
 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 Jason:
 X: https://twitter.com/Jason
 LinkedIn: https://www.linkedin.com/in/jasoncalacanis
 
 Check out all our partner offers: https://partners.launch.co/
 
 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:
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 Substack: https://twistartups.substack.com

Breaking down Nvidia's Hugging Face and Poolside bets | E2331

This Week In Startups is made possible by:
 Lightfield https://lightfield.app
 Northwest Registered Agent https://www.northwestregisteredagent.com/twistdomain
 Rippling https://Rippling.ai/twist
 
 Today's show:
 *Bill Gates dropped a 6,000 word warning: AI will be "the greatest equalizer ever invented, or the worst sort of injustice." The Microsoft icon has an AI agenda for the US: new national institutions, AI use taxes, and jobs legally reserved for humans only.
 Our VC roundtable guests — Sheel Mohnot (Better Tomorrow Ventures), Dave McClure (Practical Venture Capital), and Hussein Kanji — push back hard. Is taxing profits a better fix for AI taking jobs than taxing the tokens themselves?
 PLUS: Meta's $17B kids safety settlement… does it go far enough? Why does Stripe want OpenRouter? A peek at the VC's actual portfolio mark-ups. AND begun, the AI agent wars have. Our panel chooses between OpenClaw, Instinct, and Grok Bot.
 Guests
 Sheel Mohnot on X: https://x.com/pitdesi
 Better Tomorrow Ventures: https://www.btv.vc/
 Dave McClure on X: https://x.com/davemcclure
 Practical Venture Capital: https://practicalvc.com/
 Hussein Kanji on X: https://x.com/hkanji
 Hoxton Ventures: https://hoxtonventures.com/
 Relevant Links
 GatesNotes: "The turbulent AI era is here": https://www.gatesnotes.com/a-turbulent-ai-era-and-critical-choices-to-make
 NPR: Meta settlement coverage: https://www.npr.org/2026/08/26/nx-s1-5944781/meta-settlement-child-safety-lawsuit
 TechCrunch: Stripe agrees to buy OpenRouter: https://techcrunch.com/2026/08/16/stripe-will-reportedly-acquire-ai-gateway-startup-openrouter-for-7b/
 Skild AI S1 Demo: https://www.skild.ai/blogs/s1
 Instinct AI agent (waitlist): https://instinct.co/
 TechCrunch: Instinct coverage: https://techcrunch.com/2026/08/24/instincts-powerful-ai-assistant-is-raising-privacy-and-security-concerns/
 CNBC: OpenAI CFO says IPO is coming in 2027: https://www.cnbc.com/2026/08/19/open-ai-ipo-timing-2027-friar.html
 Basis: https://www.getbasis.ai/
 TaxGPT: https://www.taxgpt.com/
 Cusp AI: https://cusp.ai/
 Abacus: https://goabacus.co/
 Micro1: https://www.micro1.ai/
 Mottu: https://mottu.com.br/
 EquityBee: https://equitybee.com/
 Kiva: https://www.kiva.org/
 Timestamps:
 0:00 It's Hussein's first time on the VC Roundtable!
 2:09 Gates says "turbulent era" for AI is here
 8:56 Microloans, Kiva, and "universal basic income"
 9:23 Thanks to our partner, Lightfield, the AI-native CRM that updates itself, so you never have to! Try it for free at https://lightfield.app
 13:00 Why sole proprietorships may be AI's biggest beneficiary
 20:29 Got a new business idea? Northwest helps you bring it to life. Get a free domain, email, phone number, and more, with no purchase required! Learn more at https://www.northwestregisteredagent.com/twistdomain
 21:00 Should the gov't take a stake in AI labs?
 30:24 Thanks to our partners at Rippling! Head to https://Rippling.ai/twist to get the only AI built to give you full visibility across your startup and take complex actions across your entire business.
 32:44 Meta's $17.1B settlement
 45:14 Is anything still fundable outside of AI?
 46:29 Stripe and SpaceX deals
 55:54 Skild AI's pancake flipping demo
 59:49 Sheel's Hottest Takes
 1:04:37 Dave's Charts
 1:09:07 Who loses money when there are no IPOs?
 1:16:49 The Agent Wars heat up
 1:24:56 Everyone's favorite investments
 
 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
 
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 X: https://twitter.com/Jason
 LinkedIn: https://www.linkedin.com/in/jasoncalacanis
 
 Thank you to our partners:
 (0:00) PARTNER - AD BLURB
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 Check out all our partner offers: https://partners.launch.co/
 
 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

Bill Gates foresees massive AI job loss: these VCs disagree | E2330

J+M kick off the show by breaking down even MORE fallout from the FTX saga: SBF's Twitter thread (2:26), Sequoia's letter to LPs re: marking its FTX investment to $0 (12:02), and more! Then, Lon Harris joins to discuss Andor's brilliance (20:49), Disney's earnings (32:42), and Netflix considering live sports! (48:45)
 (0:00) Jason tees up today's segments!
 (2:26) More FTX fallout: SBF's notorious Twitter thread
 (10:32) Vanta - Get $1000 off your SOC 2 at https://vanta.com/twist 
 (12:02) SEC and CFTC probe FTX, Sequoia's letter to LPs
 (19:19) Mayfair - Get 4% APY on your idle cash automatically at https://getmayfair.com/twist
 (20:49) Lon Harris joins to break down Andor's brilliance
 (31:15) House of Macadamias - Get 20% off at https://houseofmacadamias.com/twist by using code TWIST20
 (32:42) Disney earnings: Disney+ subscriber growth, how to integrate Disney+ to its parks and merch segments, and more
 (48:45) Netflix considers live sports and recommendations from Lon!
 FOLLOW Lon: https://twitter.com/lons
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 Subscribe to our YouTube to watch all full episodes:
 https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1

FTX fallout: Sequoia's LP letter, SBF's crisis comms + Lon Harris on Andor, $DIS earnings | E1609

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