The award-winning WIRED UK Podcast with James Temperton and the rest of the team. Listen every week for the an informed and entertaining rundown of latest technology, science, business and culture news. New episodes every Friday.
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Similar to This Week in Startups
Thanks for visiting The Cell Phone Junkie! I will be taking the time each week to discuss my favorite topic, cell phones. Any feedback is appreciated and welcome. You can email me at: questions (AT) thecellphonejunkie (DOT) com or call: 206-203-3734 Thanks and welcome!
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Jason predicts a “major M&A moment” in the next six months! | E2213
Manage episode 520555643 series 3371599
Content provided by Jason Calacanis. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jason Calacanis or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Register here to join Founder University Japan’s kickoff: https://luma.com/cm0x90mk
Today’s show:
Google and Meta had their cases dismissed (or received a slap on the wrist)… Despite all the backlash and cynicism, AI companies continue making bank and releasing hot new products… What does it all mean?
For Jason Calacanis, the signs are pointing to a “major M&A moment,” with huge opportunities for increased efficiency and consolidation among America’s favorite brands and largest companies?
Who will it be? Join Jason and Alex for a round of hot speculation.
PLUS why Jason thinks Michael Burry is both right and wrong about GPU depreciation, why NOTHING is certain about these OpenAI mega-deals, Google’s Nano Banana Pro can make infographics and they’re VERY impressive… and much more.
Timestamps:
(1:54) Jason’s calling in from Vegas… He’s doing a hot lap at F1!
(3:18) How restaurants are becoming the new Hot IP
(6:50) Founder University is heading to TOKYO!
(9:27) Why Jason thinks the future of startups is truly global
(10:06) Pipedrive - Bring your entire sales process into one elegant space. Get started with a 30 day free trial at pipedrive.com/twist
(11:39) Nvidia killed it on the numbers… but what are the vibes around AI? Jason sounds off.
(13:05) Why nothing is certain when it comes to the Nvidia/OpenAI deal
(19:40) Is Google now WINNING consumer adoption of AI? How did it get this close?
(19:57) Crusoe Cloud: Crusoe is the AI factory company. Reliable infrastructure and expert support. Visit https://crusoe.ai/build to reserve your capacity for the latest GPUs today.
(26:07) Meanwhile, AI apps are still dominating the iOS Store
(27:09) Why Jason and Alex think Michael Burry’s both right and wrong about GPU depreciation
(30:13) Northwest Registered Agent - Form your entire business identity in just 10 clicks and 10 minutes. Get more privacy, more options, and more done—visit https://www.northwestregisteredagent.com/twist today!
(37:46) We’re testing out Nano Banana Pro on a BBQ infographic challenge
(43:42) What a week for AI models! It doesn’t seem like things are slowing down…
(46:12) Kalshi is growing fast, but can it catch Polymarket?
(47:50) Is a rate cut coming? Jason and Alex read the tea leaves.
(50:13) Why Jason predicts a “major M&A moment” in the next six months
(52:09) VIEWER QUESTION: What should a software engineer be working on RIGHT NOW.
(54:02) Founder Friday is now… STARTUP SUPPER CLUB
Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.com
Check out the TWIST500: https://www.twist500.com
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
Follow Lon:
Follow Alex:
LinkedIn: https://www.linkedin.com/in/alexwilhelm
Follow Jason:
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
Thank you to our partners:
(10:06) Pipedrive - Bring your entire sales process into one elegant space. Get started with a 30 day free trial at pipedrive.com/twist
(19:57) Crusoe Cloud: Crusoe is the AI factory company. Reliable infrastructure and expert support. Visit https://crusoe.ai/build to reserve your capacity for the latest GPUs today.
(30:13) Northwest Registered Agent - Form your entire business identity in just 10 clicks and 10 minutes. Get more privacy, more options, and more done—visit https://www.northwestregisteredagent.com/twist today!
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:
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
Substack: https://twistartups.substack.com
1341 episodes
Share
Manage episode 520555643 series 3371599
Content provided by Jason Calacanis. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jason Calacanis or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Register here to join Founder University Japan’s kickoff: https://luma.com/cm0x90mk
Today’s show:
Google and Meta had their cases dismissed (or received a slap on the wrist)… Despite all the backlash and cynicism, AI companies continue making bank and releasing hot new products… What does it all mean?
For Jason Calacanis, the signs are pointing to a “major M&A moment,” with huge opportunities for increased efficiency and consolidation among America’s favorite brands and largest companies?
Who will it be? Join Jason and Alex for a round of hot speculation.
PLUS why Jason thinks Michael Burry is both right and wrong about GPU depreciation, why NOTHING is certain about these OpenAI mega-deals, Google’s Nano Banana Pro can make infographics and they’re VERY impressive… and much more.
Timestamps:
(1:54) Jason’s calling in from Vegas… He’s doing a hot lap at F1!
(3:18) How restaurants are becoming the new Hot IP
(6:50) Founder University is heading to TOKYO!
(9:27) Why Jason thinks the future of startups is truly global
(10:06) Pipedrive - Bring your entire sales process into one elegant space. Get started with a 30 day free trial at pipedrive.com/twist
(11:39) Nvidia killed it on the numbers… but what are the vibes around AI? Jason sounds off.
(13:05) Why nothing is certain when it comes to the Nvidia/OpenAI deal
(19:40) Is Google now WINNING consumer adoption of AI? How did it get this close?
(19:57) Crusoe Cloud: Crusoe is the AI factory company. Reliable infrastructure and expert support. Visit https://crusoe.ai/build to reserve your capacity for the latest GPUs today.
(26:07) Meanwhile, AI apps are still dominating the iOS Store
(27:09) Why Jason and Alex think Michael Burry’s both right and wrong about GPU depreciation
(30:13) Northwest Registered Agent - Form your entire business identity in just 10 clicks and 10 minutes. Get more privacy, more options, and more done—visit https://www.northwestregisteredagent.com/twist today!
(37:46) We’re testing out Nano Banana Pro on a BBQ infographic challenge
(43:42) What a week for AI models! It doesn’t seem like things are slowing down…
(46:12) Kalshi is growing fast, but can it catch Polymarket?
(47:50) Is a rate cut coming? Jason and Alex read the tea leaves.
(50:13) Why Jason predicts a “major M&A moment” in the next six months
(52:09) VIEWER QUESTION: What should a software engineer be working on RIGHT NOW.
(54:02) Founder Friday is now… STARTUP SUPPER CLUB
Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.com
Check out the TWIST500: https://www.twist500.com
Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp
Follow Lon:
Follow Alex:
LinkedIn: https://www.linkedin.com/in/alexwilhelm
Follow Jason:
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
Thank you to our partners:
(10:06) Pipedrive - Bring your entire sales process into one elegant space. Get started with a 30 day free trial at pipedrive.com/twist
(19:57) Crusoe Cloud: Crusoe is the AI factory company. Reliable infrastructure and expert support. Visit https://crusoe.ai/build to reserve your capacity for the latest GPUs today.
(30:13) Northwest Registered Agent - Form your entire business identity in just 10 clicks and 10 minutes. Get more privacy, more options, and more done—visit https://www.northwestregisteredagent.com/twist today!
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:
Twitter: https://twitter.com/TWiStartups
YouTube: https://www.youtube.com/thisweekin
Instagram: https://www.instagram.com/thisweekinstartups
TikTok: https://www.tiktok.com/@thisweekinstartups
Substack: https://twistartups.substack.com
1341 episodes
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Similar to This Week in Startups
The award-winning WIRED UK Podcast with James Temperton and the rest of the team. Listen every week for the an informed and entertaining rundown of latest technology, science, business and culture news. New episodes every Friday.
…
continue reading
Thanks for visiting The Cell Phone Junkie! I will be taking the time each week to discuss my favorite topic, cell phones. Any feedback is appreciated and welcome. You can email me at: questions (AT) thecellphonejunkie (DOT) com or call: 206-203-3734 Thanks and welcome!
…
continue reading
1
The Ticket: Discover the Future of Customer Service, Support, and Experience, with Intercom
Intercom
1k482
On The Ticket, you'll hear Intercom's Customer Support team in conversation with the customer service leaders, renowned customer experience thinkers, and influential authors who are shaping the field of customer support. Follow The Ticket to get the weekly episodes and sign up for our twice-monthly newsletter bursting with all the insights, trends, tips, and assets your team needs to embrace the future of customer service. https://www.intercom.com/blog/newsletter 🏠 www.intercom.com
…
continue reading
The director’s commentary track for Daring Fireball. Long digressions on Apple, technology, design, movies, and more.
…
continue reading
Hanselminutes is Fresh Air for Developers. A weekly commute-time podcast that promotes fresh technology and fresh voices. Talk and Tech for Developers, Life-long Learners, and Technologists.
…
continue reading
Download This Show is your weekly guide to the world of media, culture, and technology. From social media to gadgets, streaming services to privacy issues. Each week Rae Johnston and guests take a fun, deep dive into how technology is reshaping our lives.
…
continue reading
The power of Data is undeniable. And unharnessed - it's nothing but chaos. Making data your ally. Using it to lead with confidence and clarity. Host Jess Carter is solving problems in real-time to reveal what's possible. Helping communities and people thrive. This is Data Driven Leadership, a show brought to you by Resultant.
…
continue reading
WSJ’s Bold Names brings you conversations with the leaders of the bold-named companies featured in the pages of The Wall Street Journal. Hosts Tim Higgins and Christopher Mims speak to CEOs and business leaders in interviews that challenge conventional wisdom and take you inside the decisions being made in the C-suite and beyond.
…
continue reading
We help founders make something people want. The Y Combinator Podcast is where builders talk about building. From the earliest days of an idea to scaling a company that changes the world, YC partners and founders share real stories, lessons, and tactics from the frontlines.
…
continue reading
Redefining AI is the 2024 New York Digital Award winning tech podcast! Discover a whole new take on Artificial Intelligence in joining host Lauren Hawker Zafer, a top voice in Artificial Intelligence on LinkedIn, for insightful chats that unravel the fascinating world of tech innovation, use case exploration and AI knowledge. Dive into candid discussions with accomplished industry experts and established academics. With each episode, you'll expand your grasp of cutting-edge technologies and ...
…
continue reading
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