Monday! First, J+M dive deep on Meta reportedly cutting "many thousands" of jobs this week (1:56), the company's best path forward (12:14), and more. Then, J+M discuss some new Airbnb features (40:52) and Peloton's former CEO coming back with a new DTC startup! (55:39) (0:00) J+M tee up today's topics! (1:46) Meta will reportedly continue the trend of tech layoffs, to cut "many thousands" of jobs this week (10:34) Notion - Sign up for FREE at https://notion.com (12:04) Breaking down Meta's path ...
Nov 08, 2022•1 hr 7 min
J+M kick off the show with TWO VC Sunday School topics: understanding capital calls (2:11), and one-off SAFEs. (10:29) Then, Transaera CTO Ross Bonner joins the show to break down why he is building energy-efficient and sustainable cooling systems! (19:54)(0:00) J+M tee up today’s topics! (2:11) VC Sunday School: Understanding capital calls (9:04) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist (10:29) Bonus VC Sunday School: One-off SAFEs (18:32)...
Nov 06, 2022•45 min
First up J+M deep dive on Airbnb's Q3 earnings (1:27), before Producer Rachel joins for another edition of OK Boomer! (26:57) (0:00) J+M tee up today's segments! (1:27) Airbnb earnings: surviving the pandemic + most profitable quarter to date (6:49) Comparing Airbnb/Uber market caps and the narrative around profitable companies (12:36) Odoo - Get access to all of Odoo's apps, services, and maintenance for under $25 at https://odoo.com/twist (13:38) Airbnb’s value prop + hidden fees, service indu...
Nov 04, 2022•1 hr 4 min
First, J+M discuss the recent wave of layoffs at Stripe, Opendoor, Lyft, and others. (1:54) Then, they dive deep into Robinhood's impressive Q3 (21:51), and what other companies can learn from RH's shrinking losses. Then, Producer Rachel joins to break down monetizable mood boards! (52:36) (0:00) J+M tee up today's segments! (1:54) Significant layoffs all over tech in the last few days: Stripe, Opendoor, Lyft, Dapper Labs, Chime, and more; Meta and Google's massive opportunity for profitability ...
Nov 04, 2022•1 hr 4 min
First up, Jason gives an update on his busy weekend. (2:32) Then, Molly joins to break down Uber's Q3 earnings report (8:50) and the macroeconomic picture. (14:31) Then, Brinc Drones CEO Blake Resnick joins for another edition of The Next Unicorns. (38:07) (0:00) J+M tee up today's topics! (2:32) Jason gives a quick work update (8:50) Uber's Q3 earnings (12:50) LinkedIn Marketing - Get a $100 LinkedIn ad credit at LinkedIn.com/nextunicorn (14:31) Fed's newest 75 basis point rate hike, comparing ...
Nov 03, 2022•1 hr 17 min
Author, CEO of Revolution, and former AOL CEO Steve Case joins Jason to talk about his new book, "The Rise of the Rest". (0:50) They also discuss reflections on remote work (13:14), American economic resiliency (25:48), capital formation in America (36:32), and more! (0:00) Show start (0:50) Jason welcomes Steve Case: Author, CEO of Revolution, and former CEO of AOL to talk about his book, "The Rise of the Rest" (11:44) Vanta - Get $1000 off your SOC 2 at https://vanta.com/twist (13:14) Remote w...
Nov 01, 2022•51 min
Molly Wood breaks down some shakeups in the self-driving space: TuSimple fired its CEO and is being probed by the FBI and SEC (1:40), and Argo AI has shut down after raising ~$2.6B. (8:50) Then, Divvy Homes CEO Adena Hefets joins the podcast to break down the state of the housing market and share thoughts on last week's hit piece. (14:09) (0:00) Molly tees up today's segments! (1:40) TuSimple CEO fired, company probed by FBI, SEC (8:50) Argo AI shuts down (12:45) Lemon.io - Get 15% off your firs...
Oct 31, 2022•49 min
First up, J+M cover how to approach a market that's heating up during a downturn (1:42), before covering warrants. (25:07) Then, Voyager's Nat Bullard joins to discuss his journalist to VC path and Voyager's climate focus. (32:09) (0:00) J+M tee up today's segments! (1:42) How to approach a market that's heating up during a downturn (11:26) Blueground - Get up to $1000 off your booking at https://promos.theblueground.com/twist (12:58) Strategies around patience in VC, entering markets at the wro...
Oct 30, 2022•1 hr 3 min
First up, Jason goes solo to break down more Meta fallout and Amazon's Q3 earnings. (1:59) Then, Lon Harris joins J+M to break down House of the Dragon's huge finale, James Gunn hired to run DC Films, and more! (21:56) Finally, Producer Rachel wraps the show with another edition of OK Boomer! (1:59) (0:00) Jason tees up today's segments! (1:59) Jason breaks down Meta's predicament (11:21) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist (12:55) Wha...
Oct 28, 2022•1 hr 36 min
Sunny and Vinny are BACK for another crypto roundtable! First up, they give instant reactions to Meta's rough Q3 earnings and Zuck's big bet (1:59), before breaking down Meta's AR/VR battle with Apple (15:14). Then, the trio does a full NFT breakdown: Reddit's NFT usage (20:19), new App Store rules (27:41), and understanding royalties! (37:52) Then, they wrap by covering SBF facing backlash and a crypto Q&A. (47:54) (0:00) Jason tees up today's topics! (1:59) Jason welcomes Sunny and Vinny, ...
Oct 27, 2022•59 min
First up Jason does a solo breakdown of recent earnings reports from $MSFT (1:38), $GOOG (13:59), and $SPOT. (26:46) Then, Molly is joined by Coco CEO Zach Rash for another edition of The Next Unicorns! (39:09) (0:00) Jason tees up today's segments (1:38) Microsoft earnings breakdown (12:42) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist (13:59) Google earnings breakdown (25:20) LinkedIn Jobs - Post your first job for free at https://LinkedIn.com...
Oct 27, 2022•1 hr 11 min
First up, J+M discuss Shutterstock partnering with OpenAI and what this means for ownership and IP rights. (1:56) Then they break down Apple partnering with Level to sell a smart lock (29:00) and what the world would be like with a Mach 9 spaceplane. (35:03) Molly wraps the show with a solo news breakdown! (40:37) (0:00) Molly tees up today's segments! (1:56) J+M break down Shutterstock partnering with OpenAI and DALL-E 2 and what this means for IP and content rights (15:30) LinkedIn Marketing -...
Oct 26, 2022•57 min
J+M cover Brad Gerstner's letter to Zuck and three-point plan to boost Meta's FCF 2x (7:04), an NFT project located at the Fyre Fest island (33:19), and a hit piece on Divvy Homes and its CEO, Adena Hefets. (39:38) (0:00) J+M tee up today's topics! (2:08) Opening banter/weekend catch-up! (7:04) Brad Gerstner published an open letter to Meta CEO Mark Zuckerberg, outlining a plan to double FCF and boost its stock price (12:11) Linode - Apply to Linode's Rise program for up to six figures in discou...
Oct 25, 2022•1 hr 19 min
First up, J+M chop it up about venture debt on this edition of VC Sunday School. What are the dangers? And when should your startup take it on? (2:12) Then, Molly has a conversation with Mi Terro founder Robert Luo about how they are targeting the world’s microplastic problem. (19:33) (0:00) J+M tee-up topics for Sunday (2:12) Jason warns founders of the dangers of taking on venture debt (9:23) Harmonic - Get $4000 off at https://harmonic.ai/twist (10:42) Jason addresses when venture debt can an...
Oct 23, 2022•38 min
First up, J+M discuss YouTube’s new @handle feature (2:10) and break down how TikTok and Facebook aren’t catching misinformation in political ads. (10:07) Then, they each do a solo segment! Jason chimes in on Open AI reportedly raising more money from Microsoft (20:53) and Molly breaks down Snap’s 30% drop and BeReal’s ~$600M valuation. (27:39) Producer Rachel ends the show with another segment of OK Boomer featuring recurring guests Jules Terpak and Danny Miranda. (38:08) (0:00) Jason and Molly...
Oct 22, 2022•1 hr 7 min
First up, J+M break down Tesla's Q3 earnings with the help of some insightful charts (2:09), before discussing Kevin Hart's VC firm landing JP Morgan as an LP (17:08) and some ideas for Twitter verification. (27:29) Then, Lon Harris joins the show to cover Netflix's Q3 earnings, its coming ad-supported tier, and how he would revamp the DCEU! (37:19) (0:00) J+M tee up today's segments! (2:09) Tesla Q3 earnings breakdown (15:37) Vanta - Get $1000 off your SOC 2 at https://vanta.com/twist (17:08) K...
Oct 21, 2022•1 hr 20 min
New format! Jason evaluates some prior Next Unicorns company's performances since the CEO appeared on the podcast (2:06), and contextualizes the fundraising market throughout the past three years. Then, Jason wraps the show by answering listener questions! (48:18) (0:00) Jason tees up today's new Next Unicorns format! (2:06) Jason shares some thoughts on why he started The Next Unicorns series and tees up some of the most successful companies over the first three seasons (5:32) E971: Checkr CEO ...
Oct 20, 2022•56 min
First up, J+M cover Stability AI's new billion-dollar valuation (2:45) before Jason runs through a presentation and a manifesto. (15:33) Then, J+M break down Roblox's stock popping 20% on Monday (33:02), and another excellent WLITF segment featuring Joby Aviation! (42:57) (0:00) J+M tee up today's news topics! (2:45) Stable Diffusion-maker Stability AI raises at a $1B valuation! (14:05) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://Squar...
Oct 18, 2022•53 min
J+M break down Ye agreeing to acquire Parler and share some thoughts on the artist's current situation. (2:22) Then, they cover CCP President Xi Jinping's recent comments on the current state of China (22:39), and what the world might look like with less globalization. (28:58) They wrap with a social media Startup of the Day (52:29) and a space-themed We Live in the Future! (1:04:40) (0:00) J+M intro today's topics! (2:22) Ye has agreed to acquire Parler, a free speech-focused Twitter competitor...
Oct 18, 2022•1 hr 19 min
First up, J+M discuss The Wing shutting down, where it went wrong, and avoiding ego-based pitfalls. (1:35) Then, Alan Chang joins Molly to break down his idea behind Tesseract Energy! (22:37) (0:00) J+M tee-up topics for Sunday (1:35) The Wing shuts down: what went wrong (12:44) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist (14:18) Understanding and avoiding ego- and success-based founder pitfalls (21:24) FanDuel Sportsbook - Sign up with promo ...
Oct 16, 2022•48 min
Friday variety! First up J+M cover a wide range of topics, including VC ghostwriters (12:45), firms investing in public tech companies (22:29), and news lightning round! (34:51) Then, Producer Rachel is back with another edition of OK Boomer. (53:30) (0:00) J+M tee up today's topics! (2:45) J+M talk about happy hour, discuss some All-In topics, geopolitics, markets and more! (11:42) Odoo - Get your first app free and a $1000 credit at https://odoo.com/twist (12:45) VCs are hiring ghostwriters on...
Oct 15, 2022•1 hr 17 min
Vinny Lingham and Sunny Madra are back for another crypto roundtable! The show starts with a discussion on Nvidia's new high-powered graphics cards (2:35) and an AI-generated podcast interview. (15:21) Then, the group breaks down the SEC investigating Yuga Labs over whether or not Bored Apes are securities! (27:07) (0:00) J+M tee up today's crypto roundtable! (2:35) J+M welcome Sunny Madra and Vinny Lingham; Vinny breaks down his new Nvidia purchase and how graphics cards will power the next wav...
Oct 14, 2022•1 hr 5 min
First up J+M discuss TikTok's apparent plan to build an e-commerce business via US fulfillment centers! (8:57) Then, Molly is joined by Liquid Death CEO Mike Cessario to discuss the genesis of a great brand and more. (17:26) (0:00) J+M tee up today's segments! (2:13) Starlink, 5G, and the rapid advancement of internet connectivity (8:57) TikTok appears to be hiring for product fulfillment centers in the US (16:11) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openp...
Oct 13, 2022•59 min
J+M kick off the show by catching up after Molly's speaking gig yesterday (2:31), before breaking down the US Labor Dept proposing new rules for worker classification (16:23). Then, they discuss self-driving food-running robots (49:11) before discussing potential consolidation in the instant-delivery space! (58:39) (0:00) J+M tee up today's topics! (2:31) Molly's keynote, Jason teaching the next Founder University, data defaults, and liability (14:57) LinkedIn Marketing - Get a $100 LinkedIn ad ...
Oct 11, 2022•1 hr 9 min
Acquired's Ben Gilbert fills in for Molly Wood and joins Jason to discuss Amazon's transformation (3:57), AI edge cases (22:02), Peloton's mistakes (32:05), used car prices (59:59), and the current VC market downturn. (1:09:18) (0:00) Jason tees up today's topics! (3:57) Acquired's Ben Gilbert joins Jason to break down the news! First up: Amazon sunsets its "Scout" project, and its transformation from a Day 1 to a Day 2 company (10:45) Embroker - Use code TWIST to get an extra 10% off insurance ...
Oct 11, 2022•1 hr 18 min
First, Jason explains why many VCs focus on ownership percentage and maintaining ownership throughout an investment life cycle. (1:40) Then, Molly welcomes Flowcarbon CEO Dana Gibber to break down her blockchain-based carbon credits solution! (23:04) (0:00) J+M tee up today's segments! (1:40) VC Sunday School: Why many VCs obsess over ownership percentage (9:19) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist (10:53) Jason uses a table to explain ...
Oct 09, 2022•1 hr 14 min
First up, J+M discuss new developments in the US chip industry, including tighter restrictions on exports and a massive new investment in an upstate NY factory! (4:57) They also cover fixing US education (12:37) and a shocking lawsuit against Amazon. (27:58) Then, Producer Rachel is joined by Verci Co-Founders Ami and An on OK Boomer! (40:03) (0:00) J+M tee up today's segments! (1:57) Molly and Jason catch up on Friday! (4:57) US clamps down on chip exports to China, Micron brings chip plant to ...
Oct 08, 2022•1 hr 2 min
Jason opens the show by answering listener questions for 20+ minutes! (1:19) Then, Lon Harris joins to break down Netflix's new mega-hit, the death of network TV, and more! (30:22) (0:00) Jason tees up today's topics! (1:19) How founders building hardware and deep tech products can more efficiently raise capital (3:58) Settling Co-Founder disputes (8:28) Jason's thoughts on Seattle as a place to live and as a startup hub (9:58) Is now the right time to jump to FAANG with a high-paying role? (13:...
Oct 07, 2022•1 hr 11 min
J+M start the show by suggesting some Twitter product ideas (1:59), before ripping through a lightning round of news. (16:26) Then, Molly welcomes Ellevest CEO and Co-Founder Sallie Krawcheck to kick off another season of The Next Unicorns! (31:09) (0:00) J+M tee up today's topics! (1:59) Jason suggests some Twitter product ideas (14:48) LinkedIn Marketing - Get a $100 LinkedIn ad credit at LinkedIn.com/nextunicorn (16:26) News lightning round: Elizabeth Holmes has sentencing postponed due to in...
Oct 05, 2022•1 hr 5 min
First J+M say as much as they can about the Twitter news (2:03), before breaking down Poshmark being acquired by Naver (6:38). Then, they break down Liquid Death's $700M valuation (34:05) and Selena Gomez raising at a $100M valuation for her pre-revenue mental health startup. (46:05) (0:00) J+M tee up today's topics! (2:03) Elon Musk proposes closing the Twitter deal at the agreed-upon price of $54.20/share (6:38) Poshmark acquired by Naver (15:50) Vanta - Get $1000 off your SOC 2 at https://van...
Oct 04, 2022•1 hr 1 min
