Monday! First up, J+M go down the rabbit hole on Tesla AI Day, what impact some form of general AI might have on the world, and more! (2:09) Then, the duo covers the SEC charging Kim Kardashian for unlawfully promoting a token (35:29), before wrapping with the SCOTUS announcing they will hear two cases regarding Section 230. (59:05) (0:00) J+M tee up Monday's topics! (2:09) J+M open with some thoughts on Tesla's AI Day (11:48) Notion - Sign up for FREE at https://notion.com/twist (13:21) What co...
Oct 03, 2022•1 hr 24 min
On VC Sunday School, J+M discuss how and when VCs decide to sell a position. (2:01) Then, Molly is joined by Future's Jean-Louis Warnholz to discuss his startup, Future, which offers a climate-friendly debit card! (21:28) (0:00) J+M tee up topics for Sunday! (2:01) On VC Sunday School, J+M discuss how and when VCs decide to sell a position (9:07) Embroker - Use code TWIST to get an extra 10% off insurance at https://Embroker.com/twist (10:14) Jason talks about his fund management strategy (18:13...
Oct 02, 2022•43 min
First up, J+M discuss the virtuous cycle of tech startups (2:15) before breaking down Mr. Beast turning down a $1B acquisition offer for his media business (24:58). Then, Producer Rachel is joined by content creator Taylor Bell to discuss her lessons from growing a brand to 180K+ subscribers while having a full-time job. (39:02) (0:00) J+M tee up today's segments! (2:15) Demystifying "Friends and Family" rounds, history of angel investing (10:32) Athletic Greens - Get 1 year free of Vitamin D an...
Oct 01, 2022•1 hr 2 min
J+M discuss Meta's new text-to-video tool and what the future of creativity might look like (2:59), then they break down Zuck's grand plan (14:49) before discussing what a recession might mean for startups (27:18) and SoftBank reportedly cutting 30% of its Vision Fund staff. (36:41) (0:00) J+M intro today's segments! (2:59) Meta announces text-to-video tool (13:33) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist (14:49) Breaking down Zuckerberg's ...
Sep 29, 2022•1 hr 19 min
Sunny Madra and Vinny Lingham are BACK for another crypto roundtable! First up, a full breakdown of the current NFT space: Apple allowing in-app NFT purchases (1:35), best uses cases & platforms for distribution (15:07). Then, they discuss Bitcoin's role during global macroeconomic headwinds. (37:46) (0:00) J+M tee up today's crypto roundtable! (1:35) Apple allows in-app purchases of NFTs (13:33) TripActions - Go to https://tripactions.com/twist and get a $500 Amazon gift card after making y...
Sep 28, 2022•56 min
J+M break down Cathie Wood's new VC fund (1:53), Bill Gurley's best insights from his interview with McKinsey (26:13), and Girls Who Code making a banned books list in a Pennsylvania county (0:00) J+M tee up today's venture-heavy topics! (1:53) Cathie Wood's new VC fund: Ark Venture Fund (12:34) Embroker - Use code TWIST to get an extra 10% off insurance at https://Embroker.com/twist (13:42) Opening up VC funds and early-stage investing for retail investors, signs of the start of a recession (24...
Sep 28, 2022•1 hr 3 min
J+M break down the British pound dropping below $1.04 (5:15), Interpol issuing a red notice for Do Kwon (27:07), NASA's DART mission (53:52), and TikTok discussing an agreement with the Biden administration! (59:44) (0:00) J+M tee up today's topics! (2:48) Importance of focus, avoiding the news cycle in the grand scheme of things (5:15) British pound crashes to lowest level ever against the USD (13:15) Indochino - Get $50 off any purchase of $399 or more by using code TWIST at checkout https://w...
Sep 26, 2022•1 hr 16 min
First up, J+M discuss founder ambition and tools vs. platforms on VC Sunday School. (3:06) Then, USV's Albert Wenger joins to break down his firm's $162M climate fund, his book "The World After Capital", and more! (24:16) (0:00) J+M intro today's topics! (3:06) Evaluating founder ambition, tools vs. platforms (11:14) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist (12:48) How investors evaluate tools vs. platforms, and when/if something is "too ha...
Sep 25, 2022•57 min
Shopify CEO Tobi Lütke joins Jason for the third time to break down Shopify's wild ride over the past 2+ years (1:40), $SHOP's new compensation system (14:19), competing with Amazon (45:38), Shop Pay (56:25), and more! Then, Producer Rachel welcomes Jules Terpak back for another segment of OK Boomer! (1:15:58) (0:00) Jason intros today's segments! (1:40) Shopify CEO Tobi Lütke joins to break down Shopify's wild ride over the past 2+ years and the state of the e-commerce market post-COVID peaks (...
Sep 24, 2022•1 hr 41 min
(0:00) J+M tee up today's segments! (2:57) J+M intro Ben Huh and discuss his background and why he helped start Orange DAO (15:21) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist (16:51) Understanding how DAOs handle distributions, more DAO mechanics (26:06) Odoo - Get your first app free and a $1000 credit at https://odoo.com/twist (27:20) People taking advantage of business processes left up to interpretation, how blockchain helps solve this, st...
Sep 23, 2022•1 hr 30 min
On today's show, Mojo CEO and Co-Founder Vinit Bharara joins Jason to talk about his new stock market to bet on athletes, Mojo, which just launched in New Jersey. (1:39) Vinit breaks down the thesis (17:07), does a product demo (40:27), and explains how they raised $100M to build a stock market from scratch and provide instant liquidity! (0:00) Jason tees up today's interview! (1:39) Jason intros Vinit Bharara, who breaks down his past business ventures including Cafe.com, Diapers.com, working w...
Sep 21, 2022•1 hr 9 min
Tuesday SPAC-tacular! J+M cover the biggest on-goings in the world of SPACs, including: the latest in the trial of former Nikola CEO Trevor Milton (1:55), Chamath winding down $IPOD and $IPOF and returning money to investors (30:53), and a breakdown of Rumble's business after completing its SPAC! (42:55) (0:00) J+M tee up today's SPAC-tacular episode! (1:55) More chaos at Nikola, Jason reacts to TWiST interview reportedly being used in court (10:48) Vanta - Get $1000 off your SOC 2 at https://va...
Sep 20, 2022•53 min
Jason and Molly kick the week off by breaking down the team's favorite new social media app, BeReal, and its plans to add paid features (15:16). Then, they cover how platforms found fake accounts suspected of being run by the US military (31:12). After, they continue with more tech news, including Apple's iPhone 14 Pro bug (42:25) and Twilio's plans to make "anti-racist" layoffs (49:29). They end the show with a We Live in the Future segment, highlighting the startup TransPod (1:03:06). 0:00) J+...
Sep 20, 2022•1 hr 14 min
Welcome to Sunday! First up, J+M cover different methods and classifications for dealing with failing startups. (2:01) Then, Molly interviews Team Wildfire CEO Steve Wolf about his "Hurricane-as-a-Service" business! (31:56) (0:00) J+M tee up today's segments! (2:01) VC Sunday School: J+M discuss hospice care for startups (10:50) Embroker - Use code TWIST to get an extra 10% off insurance at https://Embroker.com/twist (11:58) VC fund dynamics with Zombie startups, Jason explains "pay to play" (25...
Sep 18, 2022•59 min
Friday variety is back! First up, J+M do a Startup Breakdown and cover newsletter platform beehiiv and how it could disrupt Substack's pricing model (2:27). Then, they cover leaked documents from Meta that show Reels is underperforming (12:52) before Producer Rachel wraps the show with another edition of OK Boomer! (26:18) (0:00) J+M tee up today's segments! (2:27) Startup of the Day Breakdown! beehiiv charges a flat subscription rate for newsletter subscriptions, price comps with Substack (11:2...
Sep 17, 2022•46 min
J+M kickoff the show by discussing Adobe acquiring Figma for $20B! (2:30) Then, they cover Patagonia's founder donates nearly all profits to solve climate change. (21:53) Finally, Lon Harris joins to discuss streaming consolidation, consumer burnout, and some interesting new projects! (46:36) (0:00) J+M tee up today's topics! (2:30) Adobe acquires Figma for $20B in a cash and stock deal! (14:42) LinkedIn Marketing - Get a $100 LinkedIn ad credit at https://linkedin.com/thisweekinstartups (16:12)...
Sep 16, 2022•1 hr 6 min
First up, Jason is back with the tenth and FINAL edition of The Blueprint, where he explains the seven ways to create wealth (2:12). Then, Vinny and Sunny join J+M for a crypto roundtable, covering: Do Kwon's arrest warrant (24:04), the ETH merge (49:54), an Orange DAO breakdown (1:14:24), and more! (0:00) J+M tee up today's topics! (2:12) The Blueprint Part 10: The seven ways to create wealth (13:01) Visa - Learn more about Visa’s online Small Business Hub at Visa.com/smallbusinesshub (13:57) T...
Sep 15, 2022•1 hr 44 min
First up, J+M discuss Bob Iger joining Thrive Capital as a venture partner (2:09), then they break down the most interesting moments from the Twitter whistleblower hearings (24:48). After that, they discuss KKR tokenizing part of its new healthcare fund (57:43), before wrapping on the Launch House allegations. (1:06:22) (0:00) J+M tee up today's topics! (2:09) Legendary former Disney CEO Bob Iger joins Thrive Capital as venture partner (12:23) Revelo - Get 20% off the first 3 months by mentionin...
Sep 14, 2022•1 hr 24 min
J+M are back recapping this week's episode of All-In and how to stop brigading on Twitter (1:42). They also cover Bolt cancelling its $1.5B acquisition of crypto payments startup Wyre (19:46), Roku adding a TikTok-style feature (30:31), and two We Live in the Future stories! (39:48) (0:00) J+M tee up today's topics! (1:42) All-In recap, how Twitter can reduce brigading, and more (18:26) This podcast is sponsored by BetterHelp - Get 10% off your first month at https://betterhelp.com/twist (19:49)...
Sep 13, 2022•1 hr 1 min
Sunday special! First up, J+M break down how VCs view founders with a side hustle (1:44), and how founders can actually make their side hustles accretive to their startup. (12:45) Then, Molly interviews Bay Bridge Ventures Co-Founder & GP Joe Blair on his ESG-focused VC firm. (28:00) (0:00 Molly tees up today's segments! (1:44 How VCs view founders with multiple roles (11:24) LinkedIn Jobs - Post your first job for free at https://linkedin.com/twist (12:45) How to create side hustles that ar...
Sep 11, 2022•51 min
Friday Variety is back! First up, J+M break down Muck Rack's $180M Series A (10:43). Then, Elly Health Co-Founder Cecilia Anderson joins Molly to discuss her startup (21:16). Finally, Producer Rachel interviews Contra Founder Ben Huffman for another edition of OK Boomer. (32:38) (0:00) Jason tees up today's segments! (1:19) Jason recaps his crazy evening at the Lady Gaga concert (9:53) Embroker - Use code TWIST to get an extra 10% off insurance at https://Embroker.com/twist (10:43) Muckrack (a d...
Sep 10, 2022•56 min
First up, J+M discuss Kim Kardashian's new PE firm and break down what this means for the broader private investing industry (2:29). Then, Lon Harris joins the show to break down the controversy, history, and math around Amazon's Rings of Power series (25:58). (0:00) Today's segments! (2:29) J+M break down SKKY Partners, Kim Kardashian's new PE firm! (12:04) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist (13:34) Has VC entered the public consciou...
Sep 09, 2022•1 hr 10 min
J+M have big hotel energy today as the duo lets it fly on a bunch of topics including: Trump's documents (2:21), Code Conference poker stories (18:40), Instagram shutting down "Shopping" + Zuck's new look (33:36), Starlink (1:04:37), and more! Then, Molly joins Jason for part 9 of The Blueprint! (1:13:00) 0:00 J+M intro today's segments 2:21 Theories on Trump's classified documents 17:18 SnackMagic - Get 10% cashback up to $1000 until October 15th with code HOLIDAY, and see more at snackmagic.co...
Sep 08, 2022•1 hr 33 min
First up, Jason explains his DTC investment thesis (3:00), before he and Molly give some insight into the Bay Area heat wave (13:41). Then, Jason and Molly dive deep on reporting that instant delivery startup Jokr might be raising a new round with unusual liquidation preferences (25:50), then Jason breaks down what liquidation preferences are with some spreadsheets. To wrap, J+M cover a witness in the Elizabeth Holmes trial going rogue! (53:27) (0:00) J+M tee up today's topics (3:00) Holiday wee...
Sep 07, 2022•1 hr 9 min
On VC Sunday School, J+M discuss why Jason is planning on raising LAUNCH Fund IV in public! (2:38) Then, Raffael Jovine joins to discuss how Brilliant Planet is growing algae and using it to sequester carbon (39:25) (0:00) Teeing up today's topics (2:38) J+M discuss Jason's plain to raise LAUNCH Fund IV in public (10:44) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist (12:18) LP relationships, partner capital requirements, and more fund talk! (20:...
Sep 04, 2022•1 hr 6 min
Friday Variety Show! First up, Jason answers a bunch of listener questions. (1:16) Then, Molly interview two amazing LAUNCH portfolio founders building marketplace businesses! (21:09) To wrap the show, Producer Rachel is back with another edition of OK Boomer (42:04) (0:00) Jason tees up today's segments! (1:16) Ask Jason: How to vet startups when you're an employee looking to join one (5:55) Ask Jason: Keep building a specifically requested feature for a major customer OR focus on the core offe...
Sep 02, 2022•1 hr 2 min
Huge interview today. "Power Law" author Sebastian Mallaby joins the show to break down some of the most important moments in VC history and his lessons from writing the book, including: the youth revolt (14:18), KP vs Sequoia (27:02), what makes a legendary VC (38:40), and more! (0:00) Jason tees up today's interview with "Power Law" author Sebastian Mallaby (1:42) Sebastian explains how and why he wrote a book on the history of VC (13:13) Vanta - Get $1000 off your SOC 2 at https://vanta.com/t...
Sep 01, 2022•1 hr 9 min
Jam packed show! First up, The Blueprint is BACK as Jason breaks down how he finds and develops emerging talent (1:36). Then, Bloomberg's Apple Guru Mark Gurman is back to discuss the latest on Apple's AR project. (31:33) (0:00) J+M tee up today's topics! (1:36) Jason explains his strategy for finding and developing all-stars (13:30) Visa - Learn more about Visa’s online Small Business Hub at Visa.com/smallbusinesshub (14:26) Jason's tips for managing emerging talent (22:51) Brave - Download tod...
Sep 01, 2022•59 min
BIG Tuesday show! First up, J+M break down the insane saga of Twitter's now-cancelled OnlyFans-like product (1:41), OpenSea NFT trading volume dropping ~99% (20:47), a MAJOR FTC lawsuit against a data broker selling sensitive info (36:26), and more! (0:00) Molly tees up today's news roundup! (1:41) Twitter's cancelled OnlyFans-like product (10:21) Dell - Apply for Dell for Startups and get an additional 10% off Dell Latitude products at https://dell.com/twist (11:49) Practical issues around mixi...
Aug 31, 2022•41 min
First up, J+M break down YC announcing Garry Tan as its new President and CEO, and what this means for the industry. (11:44) Then, they break down Apple potentially showing its card for its AR goggles name (37:16), and they wrap with some commentary on Eminem and Snoop Dogg performing as their Bored Apes at the VMAs. (58:20) (0:00) J+M tee up today's topics (2:12) Catching up on the weekend (10:18) LinkedIn Marketing - Get a $100 LinkedIn ad credit at https://linkedin.com/thisweekinstartups (11:...
Aug 30, 2022•1 hr 23 min
