Épisodes

  • SpaceX IPO Day: What Wall St. and the media missed | E2300
    Jun 13 2026
    This Week In Startups is made possible by:Plaud https://Plaud.ai/twistPilot https://pilot.com/twistAgree https://agree.comIM8 Health https://IM8health.com/twistAfter watching Elon build out his rocket (and AI) company over the past 20 years, Jason celebrates the SpaceX IPO on a new TWiST. He explains why some investments are evaluated based on earnings and current numbers, while other stocks are bets on expensive visions for the future, and why SpaceX why likely pay off across multiple time horizons.PLUS Polsia solo founder Ben Cera is back with guidance for founders on creating a “Purple Cow”: a unique experience that makes their brand memorable.Guest:Ben Cera on X: https://x.com/BenceraPolsia: https://polsia.com/Polsia on X: https://x.com/polsiaBen on TWiST E2256 (Feb 2026): https://www.youtube.com/watch?v=QCce8e02IswRelevant Links:SpaceX: https://www.spacex.com/SPCX on Yahoo Finance: https://finance.yahoo.com/quote/SPCX/Starlink: https://www.starlink.com/Planet Labs: https://www.planet.com/Palantir: https://www.palantir.com/Valor Equity Partners: https://www.valorep.com/Seth Godin’s “Purple Cow” on Amazon: https://www.amazon.com/Purple-Cow-New-Transform-Remarkable/dp/1591843170Uber Ice Cream stunt article: https://finance.yahoo.com/news/ubers-brilliant-marketing-stunt-hail-195946535.htmlHillsborough Flintstones House article: https://www.sfgate.com/travel/article/The-Flintstone-House-is-now-for-rent-on-Airbnb-10420107.php“19 Hours Inside the Airbnb X-Mansion” article: https://www.theringer.com/2024/05/29/pop-culture/x-mansion-airbnb-x-men-icons-experienceWas The Pepsi Challenge based on LIES? https://www.historyoasis.com/post/the-pepsi-challengeCloudKitchens: https://cloudkitchens.com/Cluely: https://cluely.com/Timestamps:0:00 SpaceX IPO details2:12 Plaud: If your work depends on conversations — interviews, meetings, calls — you need a Plaud NotePin. You can check it out at https://Plaud.ai/twist and use code TWIST for 10% off!7:21 The voting vs. weighing investment framework9:41 Pilot: Focus on your product, let Pilot handle your bookkeeping. Pilot provides the most reliable accounting, CFO, and tax services for startups and small businesses. Head to https://pilot.com/twist and get $1,200 off your first year.19:53 Agree - Stop chasing invoices at https://agree.com and tell them Jason sent you to get 50% off for life!22:25 The media's SpaceX criticisms and "hot takes"23:54 Ben Cera of Polsia is back26:53 Why Jason says no to a free tier29:10 IM8 Health: Start feeling like your best self every day. Go to https://IM8health.com/twist and use the code TWiST to get a free welcome kit, five free travel sachets, and 10% off your order.34:27 The wisdom of Seth Godin's "Purple Cow"50:37 The "Pepsi Challenge" model1:05:45 Lon got a dog, Jason got routers1:10:37 The YouTuber to movie theater pipeline1:15:20 Jason's new favorite travel bagSubscribe 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/jasoncalacanisCheck 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 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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    1 h et 20 min
  • Why the most expensive Seed deals are the cheapest | E2299
    Jun 10 2026
    This Week In Startups is made possible by:NetSuite - Netsuite.com/TWiSTDeel - Deel.com/TWiSTSquarespace - Squarespace.com/TWiSTTwo days before SpaceX launches the largest IPO in history at a flat $135/share, our VC roundtable drops a scorcher: The top 1% of seed deals might actually be underpriced. Plus: the "Sequoia scam" dual-tranche controversy, tokens-for-equity deals, and whether Claude Fable 5 is a true step function.Tomasz Tunguz (Theory Ventures), Michael Downing (Castalia Capital), and Paige Doherty (Behind Genius Ventures) join Alex to go deep on Seed investing, startup economics, AI spend, and the impact of smarter AI on the founder journey.Guest Links:Tomasz Tunguz: https://x.com/ttunguzTheory Ventures: https://theoryvc.com/Michael Downing: https://www.linkedin.com/in/michaeldowning/Castalia Capital: https://castalia.capital/Paige Doherty: https://x.com/paigefinnnBehind Genius Ventures: https://www.behindgeniusventures.comShow Links:Anthropic’s IPO announcement: https://www.anthropic.com/news/confidential-draft-s1-secOpenAI’s IPO announcement: https://openai.com/index/openai-submits-confidential-s-1/Bending Spoons F-1 filing: https://www.sec.gov/Archives/edgar/data/2004711/000110465926071170/tm2613674-7_f1.htmSpaceX IPO filing: https://www.sec.gov/Archives/edgar/data/1181412/000162828026040364/spaceexplorationtechnologib.htmBrendan Foody’s post on Sequoia: https://x.com/BrendanFoody/status/2063470286515683759Claude Fable 5: https://www.anthropic.com/news/claude-fable-5-mythos-5OpenRouter data on Chinese models: https://openrouter.ai/rankings?view=daySaronic: https://www.saronic.com/MotherDuck: https://motherduck.com/Nox Metals: https://noxmetals.co/Timestamps:0:00 Tomasz Tunguz, Michael Downing & Paige Doherty join2:07 The SpaceX IPO and the IPO window4:22 Plaud: If your work depends on conversations — interviews, meetings, calls — you need a Plaud NotePin. You can check it out at https://Plaud.ai/twist and use code TWIST for 10% off!6:30 The new bar: 10x growth (not 3x) to raise a great Series A8:46 Net-new AI budgets9:46 Squarespace: Turn your idea into a beautiful website! Go to https://www.squarespace.com/twist for a free trial. When you're ready to launch, use offer code TWIST to save 10% off your first purchase of a website or domain.11:09 How some founders are outgrowing venture capital11:44 The power pendulum swings back to founders12:46 SpaceX vs. OpenAI vs. Anthropic: Which IPO is most enticing?19:53 Deel - Founders scale faster on Deel. Set up payroll for any country in minutes, hire anyone anywhere, get visas handled fast, and get back to building. Visit https://deel.com/twist to learn more.26:07 Tokens-for-equity, GPU-hours-for-equity & the financialization of compute28:35 Founders airing VC dirty laundry (napping VCs included)29:56 Netsuite - The business landscape is very chaotic right now. That's why you need NetSuite, by Oracle. Get the free business guide Demystifying AI at https://Netsuite.com/TWiST36:38 Claude Fable 5 first impressions: pricing, benchmarks & orchestration45:42 Where value accrues: application layer vs. models vs. private data1:00:06 Nationalization of AI labs: Bernie Sanders, Sam Altman & Trump agree?!1:01:25 Portfolio spotlights: Saronic, MotherDuck, and Nox MetalsSubscribe 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/jasoncalacanisGreat 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/@calacanis
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    1 h et 8 min
  • The AI Tutor That Makes Kids Actually Think | E2298
    Jun 8 2026
    The AI Tutor That Makes Kids Actually Think | E2298This Week In Startups is made possible by:Northwest Registered Agent https://northwestregisteredagent.com/twistLinkedIn Jobs https://LinkedIn.com/twistShopify https://shopify.com/twistPlaud https://Plaud.ai/twistToday’s show:*Schools teach kids to memorize formulas. AI helps them skip thinking entirely. Brilliant founder Sue Khim joins TWiST to tell us how her new AI tutor, Koji, uses the Socratic Method to help students solve complex problems on their own. Find out why she says “People aren’t anti-AI. They’re anti-being replaced and anti-slop.”PLUS Jason’s take on the VC horror stories going around X… and his own anecdote about the tenacity and passion of legendary investor John Doerr.Guest:Sue Khim on X: https://x.com/suekhimBrilliant: https://brilliant.org/Viral Koji launch video: https://x.com/suekhim/status/2060378988606878147Relevant Links:Viral Greg Isenberg post about VCs: https://x.com/gregisenberg/status/2061794787825479818Travis Kalanick’s story: https://x.com/travisk/status/2062224472426365045Matthew Prince’s stories: https://x.com/eastdakota/status/2062860530360959273John Doerr on X: https://x.com/johndoerrRoelof Botha on X: https://x.com/roelofbothaMichael Moritz on LinkedIn: https://www.linkedin.com/in/michaelmoritz/Mohr Davidow Ventures: https://mdv.com/Jason’s book “Angel: How to Invest in Technology Startups”: https://www.amazon.com/Angel-Invest-Technology-Startups-Timeless-Investor/dp/0062560700Timestamps:0:00 Sue Khim's Alltuition origin story1:41 Plaud: If your work depends on conversations — interviews, meetings, calls — you need a Plaud NotePin. You can check it out at https://Plaud.ai/twist and use code TWIST for 10% off!4:10 Brilliant: from launch to product market pull10:46 Northwest Registered Agent - Get more when you start your business with Northwest. In 10 clicks and 10 minutes, you can form your company and walk away with a real business identity — Learn more at https://northwestregisteredagent.com/twist15:08 Pricing against tutors, not apps19:25 LinkedIn Jobs - Hire right, the first time. Post your first job and get $100 off towards your job post at https://LinkedIn.com/twist21:22 Koji demo24:11 Keeping Brilliant local while expanding30:22 Shopify - Turn those What Ifs into sales with the e-commerce platform powering millions of businesses. Sign up for your $1-per-month trial today at https://shopify.com/twist40:10 Every founder has a VC horror story44:33 John Doerr went the extra mile to hear JCal's pitch52:55 The LAUNCH investment strategySubscribe 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/jasoncalacanisCheck 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 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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    1 h
  • Anthropic wants to slow AI down and Bernie wants 50%: JCal Reacts | E2297
    Jun 6 2026
    This Week In Startups is made possible by:Grasshopper Bank https://grasshopper.bank/twistVanta https://www.vanta.com/twistRender https://render.com/twistPlaud https://Plaud.ai/twistToday’s show:Anthropic wrote a blog post calling for a global AI slowdown. Meanwhile, Sen. Bernie Sanders wants the government to seize 50% of every major AI company’s stock. Find out why JCal is reconsidering universal basic (or even high!) income policies, and why he thinks the 2028 presidential election will likely come down to AI policies.PLUS a live ComfyUI demo from founder Yoland Yan. Find out why the free-to-use open-source node-based platform has become a crucial part of millions of designers’ and VFX experts’ workflows, and how their tool has been used to create everything from “The Wizard of Oz” at the Vegas Sphere to those viral Coca-Cola holiday ads.GuestYoland Yan: http://x.com/yoland_yanComfyUI: https://comfy.org/AI Models and ToolsIdeogram 4.0: https://ideogram.ai/models/4.0/Stable Diffusion: https://stability.ai/LTX Video: https://github.com/Lightricks/LTX-VideoLoRa: https://huggingface.co/docs/diffusers/training/loraGoogle Veo: https://deepmind.google/models/veo/Relevant Links:Anthropic: “When AI Builds Itself”: https://www.anthropic.com/institute/recursive-self-improvementBernie Sanders: “The Public Should Own Half of the Big AI Companies”: https://www.sanders.senate.gov/op-eds/the-public-should-own-half-of-the-big-a-i-companies/Bloomberg: “Sam Altman-Backed Group Completes Largest US Study on Basic Income”: https://www.bloomberg.com/news/articles/2024-07-22/ubi-study-backed-by-openai-s-sam-altman-bolsters-support-for-basic-incomeTimestamps:0:00 Guest 1: Yoland Yan, ComfyUI — live demo intro2:06 Plaud: If your work depends on conversations — interviews, meetings, calls — you need a Plaud NotePin. You can check it out at https://Plaud.ai/twist and use code TWIST for 10% off!4:34 Guest 1: Yoland Yan, ComfyUI — live demo intro9:47 Grasshopper Bank - Time is money. Don't waste either. Go to https://grasshopper.bank/twist and get an exclusive $500 cash bonus just for opening an account.20:05 Vanta - Get $1000 off your SOC 2 at https://www.vanta.com/twist22:24 What is Outpainting?30:01 Render - Find out why 5 million developers are already using the all-in-one cloud platform, Render. Go to https://render.com/twist and apply for the Render Startup Program to get $500-$100,000 in free credits, depending on your stage and backers.32:13 Jason's insider sales team advice38:42 LA mayoral race: Bass vs. Pratt42:25 Anthropic wants AI to slow down?48:45 Will Sen. Sanders' argument resonate with the public?59:39 Why 2028 will be the AI jobs election1:05:32 Brian Chesky's new AI lab1:15:21 Jason's "Mandalorian and Grogu" review1:18:53 YouTubers take over the box office1:24:16 Dean Potter vs. Alex HonnoldSubscribe 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/jasoncalacanisCheck 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 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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    1 h et 33 min
  • The project SpaceX's first employee raised $500M for
    Jun 3 2026
    This Week In Startups is made possible by:Northwest Registered Agent - NorthwestRegistereAagent.com/TWISTEvery - Every.ioSentry - Sentry.io/TWISTToday’s show:Want to get to space? Several launch companies can help you. SpaceX, Rocket Lab, the Russians, the list goes on. But what about once you make it upstairs, then what? Impulse Space CEO and CTO Tom Mueller is building the next stage of our orbital economy. With its Mira and Helios spacecraft, we’ll soon be able to take mass from lower orbits to higher orbits, or even to the Moon, with ease.Meanwhile, venture capitalists are enamored with the idea of humanoid robots — robots share our shape, our work environment, and even our tools. But startups like Dusty Robotics are taking a different tack; instead of building human-shaped robots, Dusty has built a small, wheeled 'bot that can mark out building sites quickly and accurately. And it’s doing more revenue than all humanoid robotics companies combined, I reckon. Dusty’s CEO, Dr. Tessa Lau, joins Alex to go deep on purpose-built robots in today’s build-crazy market.Timestamps:0:00 Blue Origin, and why fixing things in orbit is hard2:19 What Mira is and what it does4:35 Why was the commercial demand for Mira softer than expected5:20 Space Force demand and the GEO-capable Mira7:08 Helios: a "rocket on top of a rocket."10:10 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 TWIST11:35 How Helios beats Falcon Heavy on price ($25M)13:35 Reusability, in-orbit refueling, and propellant depots15:38 Landers, the Moon base, and "Mega Helios."18:52 NSSL and the politics of flying government payloads20:16 Every.io - For all of your incorporation, banking, payroll, benefits, accounting, taxes or other back-office administration needs, visit https://every.io20:51 Why the Moon matters: megastructures and data centers in space25:09 The space talent market and the SpaceX "mafia."30:16 Northwest Registered Agent: Get more when you start your business with Northwest. In 10 clicks and 10 minutes, you can form your company and walk away with a real business identity — Learn more at https://northwestregisteredagent.com/twistSubscribe 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: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 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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    1 h et 2 min
  • This Startup Fused Human Brain Cells with Silicon Chips | E2295
    Jun 1 2026
    This Week In Startups is made possible by:Deel https://deel.com/twistQuo https://quo.com/TWiSTLinkedIn Jobs https://LinkedIn.com/twistToday’s show:Cortical Labs is the world’s first company selling biological computers. Their CL1 fuses lab-grown human neurons (derived from stem cells, not actual folks) with silicon hardware to create Synthetic Biological Intelligence (SBI).Founder Dr. Hon Weng Chong walks us through how the system works and why neurons are more efficient than GPUs at reinforcement learning. (Also… is this computer alive?)PLUS Pyka co-founder and CEO Michael Norcia explains the various uses for his autonomous aircraft, from crop-spraying drones in Brazil to a a hybrid-electric defense UAV for the military.Guests:Cortical Labs: ****https://corticallabs.com/Dr. Hon Weng Chong on X: https://x.com/dr1337Pyka: https://www.flypyka.com/Pyka on Instagram: https://www.instagram.com/flypyka/?hl=enFurther Reading:2022 Pong paper in Neuron: https://www.cell.com/neuron/fulltext/S0896-6273(22)00806-62017 Paper: “Attention is All You Need”; https://arxiv.org/abs/1706.03762The “Barista Test” for Artificial Intelligence: Chris Rourk: https://medium.com/predict/the-turing-test-is-so-last-century-the-barista-test-for-artificial-general-intelligence-faf91034fa8cNotable Links:Playing “DOOM” on CL1: https://www.youtube.com/watch?v=yRV8fSw6HaEDayOne Data Center: https://dayonedc.com/NeurIPS 2026 Conference: https://neurips.cc/Neuralink: https://neuralink.com/CliniCloud Digital Stethoscope and Thermometer: https://www.design-industry.com.au/clinicloudAir Force Research Laboratory (AFWERX): https://afwerx.com/Joby Aviation: https://www.jobyaviation.com/Prime Movers Lab: https://www.primemoverslab.com/Timestamps:0:00 What is "biological computing"?2:49 Cortical's new $30 million raise4:15 The world's first biological data center9:48 Deel - Founders scale faster on Deel. Set up payroll for any country in minutes, hire anyone anywhere, get visas handled fast, and get back to building. Visit https://deel.com/twist to learn more.10:51 Biological computers have a learning advantage19:43 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/TWiST29:15 LinkedIn Jobs - Hire right, the first time. Post your first job and get $100 off towards your job post at https://LinkedIn.com/twist38:46 From paper airplanes to Group 4 UAVs52:20 Introducing the DropShip defense drone58:28 How regulations block US drones1:00:40 Why Pyka builds everything in-houseSubscribe 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/jasoncalacanisCheck 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 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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    1 h et 6 min
  • How to Raise a Seed Round in 2026: Ask Jason | E2294
    May 29 2026
    This Week In Startups is made possible by:Grasshopper Bank https://grasshopper.bank/twistLinkedIn Jobs https://LinkedIn.com/twistNorthwest Registered Agent https://northwestregisteredagent.com/twistToday’s show:Jason breaks down the real math behind raising a seed round. Here’s the funnel: contact 150 firms, get 50 first meetings, convert 2o into second meetings, and close 2 term sheets.PLUS Jason responds to viewer questions about why hardware is no longer a dirty word for investors, how to differentiate your startup from frontier-model companies like OpenAI, even when they’re in your niche. Plus a pitch for “Founder Community College,” and anecdotes from Lon’s European odyssey.Thanks for the Questions:Richard Corral: CEO of Quanto: https://quanto.co/ØnProtons on X: https://x.com/0nProtonsSergeDawg on X: https://x.com/sergedawgMahika GolaniPeridot: https://www.tryperidot.com/Shawn Sully on X: https://x.com/arooglePrograms and Accelerators Mentioned:Y Combinator: https://www.ycombinator.com/Techstars: https://www.techstars.com/Antler: https://www.antler.co/PearX: https://pear.vc/pearx/Sequoia ARC: https://www.sequoiacap.com/arc/Kauffman Fellows: https://www.kauffmanfellows.org/Companies and Startups Referenced:Whoop: https://www.whoop.com/Knightscope: https://knightscope.com/Eight Sleep: https://www.eightsleep.com/Cafe X: https://www.cafexapp.com/Media Referenced:New Yorker Sam Altman profile: https://www.newyorker.com/magazine/2026/04/13/sam-altman-may-control-our-future-can-he-be-trustedOff-Duty RecommendationsTerra Kaffe Demi compact automatic espresso machine: https://www.terrakaffe.com/products/tk-demiOsteria Pastella (Florence, Italy): https://www.osteriapastella.it/Timestamps:0:00 Inside the TWiST private group chat3:25 How to react when an investor says your "too early."6:50 The ultimate seed round funnel8:48 Jason's new Associate in Training program10:09 Grasshopper Bank - Time is money. Don't waste either. Go to https://grasshopper.bank/twist and get an exclusive $500 cash bonus just for opening an account.18:28 How have the metrics for early-stage companies changed?20:20 LinkedIn Jobs - Hire right, the first time. Post your first job and get $100 off towards your job post at https://LinkedIn.com/twist22:34 TWiST Bounties update23:43 Competing against frontier labs30:03 What signals real investor-founder alignment?30:14 Northwest Registered Agent - Get more when you start your business with Northwest. In 10 clicks and 10 minutes, you can form your company and walk away with a real business identity — Learn more at https://northwestregisteredagent.com/twist36:07 A crash course in Bay Area startup culture40:15 Automatons-as-a-Service (AaaS)42:29 Who in Silicon Valley does Jason really not like?49:59 Museum Etiquette with Lon HarrisSubscribe 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/jasoncalacanisCheck 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 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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    58 min
  • The Drone Company Quietly Taking Over Delivery
    May 27 2026
    This Week In Startups is made possible by:Render - render.com/twistDeel - deel.com/twistNorthwest Registered Agent - northwestregisteredagent.com/twistToday’s show:The "Ryanair of drone delivery" just raised $50 million and plans to bring its technology from Europe to the United States. Manna founder Bobby Healy explains to TWiST how his Dublin-based company completed 300,000 deliveries while some rivals are still publishing blog posts, and why low-cost airline economics will decide who wins the autonomous skies.Sticking to the drone theme, TWiST welcomed Theseus co-founder Ian Laffey, who called in from Kyiv to tell us about his company’s drone guidance system. It runs off a simple camera and Google Maps. The technology could rewrite the modern, GPS-jammed battlefield, and bring more firepower to smaller nations fending off larger foes.Guest Links:Manna https://www.manna.aeroBobby Healy https://www.linkedin.com/in/bhealy/Manna funding announcement https://www.manna.aero/blog/series-bTheseus https://www.theseus.us/Ian Laffey https://www.linkedin.com/in/ilaffey2/Most recent Theseus funding announcement https://techcrunch.com/2025/04/17/defense-tech-theseus-landed-y-combinator-the-us-special-forces-and-4-3m-from-a-tweet/The tweet that kickstarted Theseus: https://x.com/ilaffey2/status/1759353732075294766Timestamps:0:00 Bobby Healy of Manna joins TWiST1:41 How a Manna base works: drones migrate around the city like Waymos7:18 Battle-hardened in Irish weather: 97% uptime in wind and rain8:52 Margin-positive economics & the path to $0.20 per delivery9:25 Northwest Registered Agent: Get more when you start your business with Northwest. In 10 clicks and 10 minutes, you can form your company and walk away with a real business identity — Learn more at https://northwestregisteredagent.com/twist12:32 $50M Series B vs competitors raising $600–800M19:51 Deel - Founders scale faster on Deel. Set up payroll for any country in minutes, hire anyone anywhere, get visas handled fast, and get back to building. Visit https://deel.com/twist to learn more.22:53 The peer-to-peer drone future and hyper-local commerce25:46 Growing from 170 to 570 people and moving manufacturing to Oklahoma28:43 Ian Laffey of Theseus joins TWIST29:57 Render: Find out why 5 million developers are already using the all-in-one cloud platform, Render. Go to https://render.com/twist and apply for the Render Startup Program to get $500-$100,000 in free credits, depending on your stage and backers.30:58 Inside Ukraine's drone industry: front-line iteration and free-market speed33:55 How GPS gets jammed across the spectrum35:10 Theseus's approach: cameras + satellite maps + ML37:04 The product: Raspberry Pi, SD card, camera — pretending to be GPS49:02 Ukraine: 6–8M drones a year. The US: 300K over two years.51:17 Are US drone primes actually reconstituting the supply chain?58:22 Y Combinator as a defense tech accelerator59:40 "Pick an issue and start working as hard as you can towards it"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/jasoncalacanisCheck 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 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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