This Week in Startups

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After 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/Bencera
Polsia: https://polsia.com/
Polsia on X: https://x.com/polsia
Ben on TWiST E2256 (Feb 2026): https://www.youtube.com/watch?v=QCce8e02Isw

Relevant 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/1591843170
Uber Ice Cream stunt article: https://finance.yahoo.com/news/ubers-brilliant-marketing-stunt-hail-195946535.html
Hillsborough 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-experience
Was The Pepsi Challenge based on LIES? https://www.historyoasis.com/post/the-pepsi-challenge
CloudKitchens: https://cloudkitchens.com/
Cluely: https://cluely.com/

Timestamps:

0:00 SpaceX IPO details
2:12 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 framework
9:41 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 back
26:53 Why Jason says no to a free tier
29:10 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" model
1:05:45 Lon got a dog, Jason got routers
1:10:37 The YouTuber to movie theater pipeline
1:15:20 Jason's new favorite travel bag
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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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Substack: https://twistartups.substack.com

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Two 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/ttunguz
Theory Ventures: https://theoryvc.com/
Michael Downing: https://www.linkedin.com/in/michaeldowning/
Castalia Capital: https://castalia.capital/
Paige Doherty: https://x.com/paigefinnn
Behind Genius Ventures: https://www.behindgeniusventures.com
Show Links:
Anthropic’s IPO announcement: https://www.anthropic.com/news/confidential-draft-s1-sec
OpenAI’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.htm
SpaceX IPO filing: https://www.sec.gov/Archives/edgar/data/1181412/000162828026040364/spaceexplorationtechnologib.htm
Brendan Foody’s post on Sequoia: https://x.com/BrendanFoody/status/2063470286515683759
Claude Fable 5: https://www.anthropic.com/news/claude-fable-5-mythos-5
OpenRouter data on Chinese models: https://openrouter.ai/rankings?view=day
Saronic: https://www.saronic.com/
MotherDuck: https://motherduck.com/
Nox Metals: https://noxmetals.co/

Timestamps:

0:00 Tomasz Tunguz, Michael Downing & Paige Doherty join
2:07 The SpaceX IPO and the IPO window
4:22 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 A
8:46 Net-new AI budgets
9:46 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 capital
11:44 The power pendulum swings back to founders
12:46 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 compute
28:35 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/TWiST
36:38 Claude Fable 5 first impressions: pricing, benchmarks & orchestration
45:42 Where value accrues: application layer vs. models vs. private data
1:00:06 Nationalization of AI labs: Bernie Sanders, Sam Altman & Trump agree?!
1:01:25 Portfolio spotlights: Saronic, MotherDuck, and Nox Metals

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Follow Lon:
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Follow Alex:
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LinkedIn: ⁠https://www.linkedin.com/in/alexwilhelm
Follow Jason:
X: https://twitter.com/Jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
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

The AI Tutor That Makes Kids Actually Think | E2298

This Week In Startups is made possible by:

Northwest Registered Agent https://northwestregisteredagent.com/twist

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Shopify https://shopify.com/twist

Plaud https://Plaud.ai/twist

Today’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/suekhim
Brilliant: https://brilliant.org/
Viral Koji launch video: https://x.com/suekhim/status/2060378988606878147

Relevant Links:

Viral Greg Isenberg post about VCs: https://x.com/gregisenberg/status/2061794787825479818
Travis Kalanick’s story: https://x.com/travisk/status/2062224472426365045
Matthew Prince’s stories: https://x.com/eastdakota/status/2062860530360959273
John Doerr on X: https://x.com/johndoerr
Roelof Botha on X: https://x.com/roelofbotha
Michael 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/0062560700

Timestamps:

0:00 Sue Khim's Alltuition origin story
1:41 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 pull
10:46 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/twist
15:08 Pricing against tutors, not apps
19:25 LinkedIn Jobs - Hire right, the first time. Post your first job and get $100 off towards your job post at https://LinkedIn.com/twist
21:22 Koji demo
24:11 Keeping Brilliant local while expanding
30:22 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/twist
40:10 Every founder has a VC horror story
44:33 John Doerr went the extra mile to hear JCal's pitch
52:55 The LAUNCH investment strategy
Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.com
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Follow Lon:
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Follow Alex:
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LinkedIn: ⁠https://www.linkedin.com/in/alexwilhelm
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

This Week In Startups is made possible by:

Grasshopper Bank https://grasshopper.bank/twist
Vanta https://www.vanta.com/twist
Render https://render.com/twist
Plaud https://Plaud.ai/twist

Today’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.

Guest

Yoland Yan: http://x.com/yoland_yan
ComfyUI: https://comfy.org/

AI Models and Tools

Ideogram 4.0: https://ideogram.ai/models/4.0/
Stable Diffusion: https://stability.ai/
LTX Video: https://github.com/Lightricks/LTX-Video
LoRa: https://huggingface.co/docs/diffusers/training/lora
Google Veo: https://deepmind.google/models/veo/

Relevant Links:

Anthropic: “When AI Builds Itself”: https://www.anthropic.com/institute/recursive-self-improvement
Bernie 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-income

Timestamps:

0:00 Guest 1: Yoland Yan, ComfyUI — live demo intro
2:06 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 intro
9:47 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/twist
22:24 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 advice
38:42 LA mayoral race: Bass vs. Pratt
42:25 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 election
1:05:32 Brian Chesky's new AI lab
1:15:21 Jason's "Mandalorian and Grogu" review
1:18:53 YouTubers take over the box office
1:24:16 Dean Potter vs. Alex Honnold
Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.com
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Follow Lon:
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LinkedIn: ⁠https://www.linkedin.com/in/alexwilhelm
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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YouTube: https://www.youtube.com/thisweekin
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Substack: https://twistartups.substack.com

This Week In Startups is made possible by:

Northwest Registered Agent - NorthwestRegistereAagent.com/TWIST
Every - Every.io
Sentry - Sentry.io/TWIST

Today’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 hard
2:19 What Mira is and what it does
4:35 Why was the commercial demand for Mira softer than expected
5:20 Space Force demand and the GEO-capable Mira
7:08 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 TWIST
11:35 How Helios beats Falcon Heavy on price ($25M)
13:35 Reusability, in-orbit refueling, and propellant depots
15:38 Landers, the Moon base, and "Mega Helios."
18:52 NSSL and the politics of flying government payloads
20:16 Every.io - For all of your incorporation, banking, payroll, benefits, accounting, taxes or other back-office administration needs, visit https://every.io
20:51 Why the Moon matters: megastructures and data centers in space
25:09 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/twist

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Follow Lon:
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Follow Alex:
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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
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Substack: https://twistartups.substack.com