Today’s show: Alex moderates a TWIST VC Roundtable with Jason, Paige Doherty (Behind Genius), and Altimeter’s Megan Reynolds about the state of early-stage venture capital. They break down the rise of secondary markets as a key liquidity path for VCs, analyze the resurgence in M&A activity from major players like Meta, Databricks, and OpenAI, and question whether inflated ARR figures from YC startups are distorting valuations. Jason shares his year-zero investment thesis and offers tactical ...
Jun 12, 2025•1 hr 11 min•Ep. 2137
Today’s show: Jason and Alex dive into why Y Combinator startups are raising at sky-high valuations with relatively low ARR—what does that mean for investors and founders? VC funds are slowing down and returning to pre-ZIRP pacing, signaling a reset in the market. Plus, in this week’s Office Hours, Sean Steigerwald, founder of CustomerIQ, demos his AI sales agent that lives in your inbox, drafting follow-ups using CRM context. It’s a deep look at early-stage investing, startup efficiency, and wh...
Jun 10, 2025•1 hr 4 min•Ep. 2136
Today’s show: Jason and Alex dicuss stories shaping the tech and startup world: Circle’s explosive IPO and what it signals about crypto regulation and public market sentiment, the potential for tokenized venture capital funds to bring liquidity and transparency to startup investing, and Cursor’s extraordinary growth—scaling to over $500M in ARR in just six months. Timestamps: (0:00) Episode Teaser(2:25) Circle’s IPO is Soaring and What This Means for Tech(10:21) LinkedIn Jobs - Post your first j...
Jun 07, 2025•46 min•Ep. 2135
Today’s show: Alex and Lon discuss Windsurf getting abruptly cut off from Anthropic just before a rumored $3B acquisition by OpenAI, sparking questions around platform risk and foundation-model politics; Deel defends itself by arguing the information it allegedly took was public or obvious, complicating its ongoing legal saga; and Flock Safety’s neighborhood-focused surveillance tech—combining LPR cameras and drones—positions itself as a privacy-conscious tool that gives elected officials contro...
Jun 04, 2025•1 hr 10 min•Ep. 2134
Today’s show: Jason and Alex discuss the hottest tech and startup news: Grammarly secures a massive $1B investment from General Catalyst to fuel its AI ambitions and expand into deeper enterprise offerings; a DARPA-backed brain-computer interface startup emerges as a serious Neuralink rival, signaling renewed momentum in the neurotech space; and The New York Times signs a licensing deal with Amazon, suggesting that traditional media may be starting to find common ground with large language model...
Jun 02, 2025•1 hr 4 min•Ep. 2133
Today’s show: Alex interviews two cutting-edge startups shaping the future of AI: AthenaHQ, pioneering “GEO” (Generative Engine Optimization) to help brands rank in AI-powered search engines like ChatGPT and Gemini, and Browser Use, building infrastructure that lets AI agents take real actions on the web—from form-filling to workflow automation. Both teams dive deep into how fast AI is evolving, how brands and developers can stay competitive, and why adaptability and technical precision are key ...
May 30, 2025•59 min•Ep. 2132
In this episode, we cover three major stories shaping the startup and tech landscape. First, Google unveils Stitch , an AI-powered web design tool with one-click export to Figma—signaling a major disruption for freelance design marketplaces. Then, Salesforce returns to M&A with its $8B acquisition of Informatica , aiming to broaden its AI data stack beyond CRM. Finally, we break down the surge in startup M&A activity , with billion-dollar deals from OpenAI, DoorDash, and others—hinting a...
May 28, 2025•58 min
Today’s show: Trump takes aim at Apple with a potential 25% iPhone tariff, Anthropic releases two powerful new Claude models claiming top performance in coding tasks, and two founders go head-to-head in the final round of Founder Fridays. In this packed episode, Jason, Alex, and Lon unpack what Trump’s latest trade threat really means, why Anthropic’s AI progress could reshape the dev landscape, and which startup—an AI ad network or industrial automation platform—comes out on top. A fast-paced l...
May 23, 2025•1 hr 5 min•Ep. 21320
In this episode, Jason chats with David Friedberg—CEO of Ohalo Genetics and co-host of the All-In Podcast—about how AI is transforming agriculture and startups. David introduces Ohalo’s "Boosted Breeding" technology, which enables plants to inherit 100% of genes from both parents, potentially doubling crop yields. They also discuss building AI-first companies, genome language models, and the future of creativity in an AI-driven world. * Timestamps: (0:00) David Friedberg joins Jason to discuss A...
May 22, 2025•41 min
Today’s show: Jason and Alex dicsuss Jony Ive's $6.5B deal with OpenAI and what it means for the future of AI hardware, Tesla’s push into robotaxis vs. Waymo’s 10M paid rides, and Microsoft’s latest move partnering with xAI. We dive into the GENIUS Act and what it means for stablecoin regulation, explore practical, gritty tactics for launching and scaling a marketplace from scratch, and debate the ethics of AI-powered smart glasses and always-on recording. Plus, Jason reflects on the legacy of S...
May 21, 2025•1 hr 5 min•Ep. 2129
Today’s show: Jason and Lon explore the wild edges of tech innovation and regulation — from a student-built acoustic weapon that takes down drones (without harming humans) to the legal gray areas of drone defense over private property. They also unpack the escalating espionage drama between Rippling and Deel, and dive into FireCrawl’s viral move to hire AI agents as employees. Plus, a deep look at how world-class design and systems thinking can set startups apart. Packed with insights, laughs, a...
May 20, 2025•1 hr 4 min•Ep. 2128
Today’s show: Microsoft lays off 6,000 employees despite record profits, signaling a ruthless new phase in big tech. Jason, Lon, and Alex discuss what it means for the talent market, why tightening U.S. immigration could cripple startup innovation, and whether AI startup Windsurf is selling too early as OpenAI circles. Plus, Klarna’s AI customer service backfires, IPO momentum returns, and Office Hours with airfive founder Jeremy Redman pitches a bold new prepaid SaaS model. Timestamps: (0:00) E...
May 16, 2025•1 hr 4 min•Ep. 2127
Today’s show: Chime is finally going public with strong financials and a shot at matching its $25B 2021 valuation, signaling real momentum in the IPO market. Databricks just made a $1B bet on agentic AI by acquiring Neon, a Postgres-as-a-service startup riding the new database wave. Then, Dave Rubin joins to share how he built and sold Locals, his uncancellable creator platform, all while navigating the intense media landscape. Timestamps: (0:00) Episode Teaser(1:14) Jason and Alex open the show...
May 15, 2025•1 hr 7 min•Ep. 2126
Today’s show: Alex interviews founders from two frontier technologies reshaping our world. First, ZioSec is tackling the cybersecurity risks of AI agents with continuous adversarial testing before real attacks happen. Then, Terabase shows how mobile robotic factories are transforming solar energy deployment, assembling massive solar farms directly in the desert. With AI scaling across enterprises and clean energy demand surging, these startups are building critical infrastructure for our future....
May 13, 2025•52 min•Ep. 2125
Today’s show: Jason, Lon & Alex are back with a spicy Monday episode of This Week in Startups. Jason goes off on unions vs capitalism, we dig into why fewer seed startups are making it to Series A, and look at OpenAI’s quiet copyright land grab. Plus: YC says Google should be broken up (then kind of walks it back), Perplexity’s wild $14B valuation, and Saudi Arabia wants its own national AI. We wrap with an Office Hours chat with Kevin Bondzio from Streamfog on the future of AR ads in livest...
May 13, 2025•1 hr 31 min
Today’s show: Jason, Alex, and Lon break down OpenAI’s latest power move: hiring Instacart CEO Fidji Simo to lead its consumer apps. They also dive into the ethical storm brewing around an AI-generated victim statement used in court — is this the future of legal testimony? Plus, they explore how late-stage funding rounds like a “Series G” don’t automatically spell trouble anymore, and what The Checklist Manifesto can teach startup founders. Stick around for another Office Hours, where WhereToWhe...
May 10, 2025•1 hr 13 min
Today’s show: Jason, Lon & Alex discuss the day’s hottest tech and startup news. Zoox’s robotaxi crash and voluntary recall, COATUE’s innovative open-ended venture fund that could democratize private tech investing, the NSO Group's massive $167M fine for spyware abuse, Uber’s record-setting earnings and in-person work push, and a candid AI wake-up call from Fiverr’s CEO urging employees to embrace automation or fall behind. From regulatory shakeups to funding innovation and the rise of AI pr...
May 08, 2025•1 hr 7 min•Ep. 2122
Today’s show: Cursor’s explosive growth, hitting $200M in ARR and a massive $9B valuation. They also explore the buzz around Magical Toys’ new AI-powered dinosaur, where LLMs meet playtime. The conversation turns to “vibe coding” and how AI dev tools are changing the way product teams build. Plus, Jason shares stories from his Formula 1 poker table, Uber’s latest autonomous vehicle partnerships get analyzed, and we bring you highlights from our Founder Fridays pitch showdown, featuring Kippy fro...
May 06, 2025•1 hr 26 min
Today’s show: Jason, Lon, and Alex break down a loaded week in tech: Apple’s 27% App Store “link-out” fee gets shut down by a judge—unlocking margin for startups and slashing CAC; AI bots on Reddit’s r/ChangeMyView are now 6x more effective than humans at changing minds, signaling a seismic shift in online discourse; and Beehiiv CEO Tyler Denk joins to discuss building in public, rapid product iteration, and the irony of being critiqued like a market leader for innovating too fast. The big takea...
May 02, 2025•1 hr 15 min•Ep. 2120
In this episode of AI Basics , Jason sits down with Amin Vahdat, VP of ML at Google Cloud, to unpack the mind-blowing infrastructure behind modern AI. They dive into how Google’s TPUs power massive queries, why 2025 is the “Year of Inference,” and how startups can now build what once felt impossible. From real-time agents to exponential speed gains, this is a look inside the AI engine that’s rewriting the future. * Timestamps: (0:00) Jason introduces today’s guest Amin Vahdat (3:18) Data movemen...
May 01, 2025•28 min
Today’s show: Jason, Alex, Lon and Special Guest Mark Jeffrey of Hash Rate, cover the explosive rise of Bittensor, a decentralized AI compute network some are calling the “third great coin” after Bitcoin and Ethereum, explore Meta’s bold move to host its open-source LLaMA models via partnerships with Groq and Cerebras—potentially setting the stage for a future AWS competitor—and unpack shocking revelations from the Wall Street Journal about Meta AI chatbots engaging in inappropriate conversation...
May 01, 2025•1 hr 5 min•Ep. 2119
Today’s show: we break down the wild story behind Meta’s AI chatbots going completely off the rails — including a bombshell WSJ exposé about bots flirting with minors. Then they cover Palo Alto Networks’ huge $500M+ acquisition of Protect AI, and sit down with the founder of Formulate, who’s building a robotic kitchen for chemicals and cosmetics. Plus, we get into some spicy takes on the secret group chats shaping tech behind the scenes, whether AI can clean up bad code faster than humans, and a...
Apr 29, 2025•1 hr 27 min
Today’s show: Jason, Alex, and Lon break down today’s top tech and startup stories — from Slate Auto’s customizable $25K EV truck to Discord’s major leadership shakeup ahead of a potential IPO. They also cover Uber’s self-driving push with Volkswagen, Perplexity AI’s aggressive growth moves, and why value-driven products are winning in a tough economy. Plus, Alex sits down with Tailscale CEO Avery Pennarun to unpack how they grew from 5K to 10K customers — and why fixing internet networking coul...
Apr 25, 2025•1 hr 26 min
Today’s show: Jason, Alex and Lon unpack the FTC’s lawsuit against Uber and what it could mean for subscription UX, break down how AI startup Cursor is growing faster than almost any SaaS company in history, and discuss how dark patterns, consumer trust, and regulatory scrutiny are reshaping product design. They also touch on the future of big tech breakups, share insights from founder Office Hours with GoShare CEO Shaun Savage, highlighting the power of focus, capital, and customer obsession fo...
Apr 23, 2025•1 hr 2 min•Ep. 2116
Today’s show: Jason and Lon break down the biggest stories in tech and startups this week: OpenAI’s new models are powerful but glitchy, Meta’s internal docs hint that Zuck knows the Facebook friends graph is toast, and fintech startup TapCheck might actually be doing some good. Plus, robot lifeguards and humanoid races — the wildest videos of the week and what they mean. Then, Alex sits down with Jason Reminick, founder of Thalamus, the platform that helps match medical residents to hospitals (...
Apr 21, 2025•1 hr 17 min
Today’s show: Jason, Alex, and Lon discuss the rise of LMArena as it spins out into a full-fledged startup, what that means for AI benchmarking, and how it could monetize its growing community. They also dive into the emerging value of application-layer AI startups and why OpenAI’s acquisition spree is just beginning. Plus, branding expert Scott Bair drops tactical design tips for founders—from logos to product UX—that can give your startup the edge. Timestamps: (0:00) AI companies and value acc...
Apr 18, 2025•1 hr 1 min•Ep. 2114
In this episode of AI Basics, Jason sits down with CapitalG partner Jill Chase to break down how AI is reshaping the startup ecosystem — from founders to investors to incumbents. They cover how CapitalG (Alphabet’s independent growth fund) thinks about the AI stack, why speed alone isn’t enough for startups today, and how to build durable advantages in a world where anyone can copy your product. Jill shares insights from portfolio companies like Motif (next-gen CAD for architecture) and Abridge ...
Apr 17, 2025•25 min
Today’s show: Jason, Alex, and Lon discuss Figma’s surprise IPO filing following its $1B breakup from Adobe, OpenAI’s quiet push into social networking through a Sora image-sharing feed, and how sweeping new China tariffs are wreaking havoc on ecommerce companies—impacting jobs, supply chains, and pricing. Plus: the Substack vs. Patreon battle heats up, Lyft expands internationally, and we talk to the founders of Nerd Crawler and Cuts Clothing about how policy decisions ripple through startup la...
Apr 17, 2025•1 hr 7 min•Ep. 2113
Today’s show: Alex interviews founders from Abacus and Synthesia—two companies leading the charge in vertical AI. Abacus is deploying on-prem LLMs to banks and insurers with a focus on data control, accuracy, and integration with legacy infrastructure. Synthesia just hit $100M ARR by helping 70% of the Fortune 100 turn internal documents into scalable AI video. If you're interested in how generative AI is moving from hype to real enterprise utility, this one's for you. Timestamps: (0:00) Introdu...
Apr 15, 2025•1 hr 8 min•Ep. 2112
Today’s show: In this episode, Jason, Alex, and Lon dive into Blue Origin’s all-female celeb spaceflight (yes, Katy Perry sang on reentry), Hugging Face’s unexpected move into robotics, and Jack Dorsey’s wild take that we should “delete all IP law.” Plus, they break down Figure AI’s eye-popping $39B valuation, the risks of SPVs, and what founders and investors can learn from the SPAC boom. As Jason puts it: “You just have to assume an 80% failure rate.” * Timestamps: (0:00) Jason kicks off the s...
Apr 15, 2025•1 hr 3 min
