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This Week in Startups
@twistartups
Your thrice weekly deep dive into startups, markets, & tech | Hosted by @jason, @alex, and @lons. We're hiring a producer! Apply @ producers@launch.co!
602 Following    100.6K Followers
Florida and Texas are moving to ban lab-grown meat… The reason, @Jason says, is that it’s become part of a culture war… It feels too woke to have “mock meat." What do you think?
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While other startups are building a better qubit, Yaqumo aims to become the Toyota of Quantum. They don’t make the lasers or the chips, but integrate everything into one machine that actually works. 0:00 Intro / Founder University Tokyo 2:20 Guest intro: Kazu of Yakumo 3:20 What is a qubit? 8:34 Why quantum computers are so fragile 8:45 PayPal - Built for payments, growth, and agentic. Paypal Open, built for all business. Visit to get started 13:36 Spinning IP out of the university lab 18:42 DigitalOcean - Head to to start building on DigitalOcean's AI-Native Cloud today — and cut your AI workload costs by up to 50%. 28:01 Building the "Toyota of Quantum" 29:38 Rippling - Thanks to our partners at Rippling! Head to and get the only AI built to give you full visibility across your startup and take complex actions across your entire business. 31:25 AI for quantum, and quantum for AI 38:35 Harvest Now, Decrypt Later 41:41 Q&A: Yaqumo's business model 43:22 Q&A: Yaqumo's business model @KNakashoji joins @Jason at @FounderUni Tokyo to explain why the real game is about assembly, not invention. 🎥 Watch the full episode here 👇
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We're hiring producers for TWiST, TWiAI and more shows in development. You have to come work in our studio here in Austin. You must be extremely organized, have great taste, and be obsessed with startups and AI. Send us a resume and clips to greatproducer@launch.co
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Founders: Work hard, play hard. And if you fail, take a year off. Jason believes in hard work to reach your goals. He's proud of the founders who put in 3 or 4 hard years, fail, take a year off, and come back to do it again. Startups are an extreme pursuit - you need to put the hours in.
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Chamath grew up in a house with an alcoholic father… In a home where he says he lived in a kind of terror, no kid should know. Some let that break them, Chamath let it build him. The chaos he learned to absorb as a kid is exactly what makes him unshakable as a founder. Running a company under constant dread: “don't let the investors, the employees, the friends down”… That’s nothing compared to what he’s overcome.
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Data centers became the symbol of the wealth gap. This is Mark Cuban's solution: People are mad about a small group of people getting rich while they fear job loss. People don't want to feel powerless. Cuban's solution: AI companies should fund programs for impacted people. Jason calls for empathy. Stop the generators. Get people soundproof windows. And give them free electricity.
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No one has done it in decades. Most see it as a sign not to try. This founder saw it as an opportunity. There hasn't been a successful new US car company since decades. Elon saw the opportunity anyway, and Tesla is now booming. No one has started a successful fighter jet manufacturer since the 1950s either. The F-22 and F-35 took over two decades and $30 to $60 billion to build. AJ Piplica took the same bet with Hermeus. 5x faster, for a fraction of the cost. @AJ_Piplica @hermeuscorp
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Here’s why Chamath takes 8090 sales calls HIMSELF: Salespeople don’t take what the customer says and immediately go change the product. But he can. Customer feedback doesn't get softened or lost in a CRM like it would with a salesperson. Instead, it goes straight into what 8090 builds next. Find out why founder-led sales is the fastest way for customer feedback to ACTUALLY change the product in this TWiST All Stars highlight. cc: @chamath, @Jason
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If an AI model is powerful enough to be dangerous, should the company monitor how you use it? @jason says yes. Watching every search is responsible self-regulation, the kind that keeps the government from stepping in. What do you think?
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A warehouse worker costs $35/h. A robot could do it for $4/h Jason's pitch: 100 robots, $40k/year, maintenance included. The consumer version: $299/month lease for 500h of work. Need more hours? Pay $1/hour extra.
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The students don’t want to hear about how AI will change their lives. That’s the message that former Google CEO Eric Schmidt received when he gave a commencement address recently. @Jason dug into the controversy with @Alex, parsing just why the next generation is so vocal about AI progress. Then the pair explored the massive AI startup revenue share that @Anthropic and @OpenAI command today, a viral essay about AI usage at university, and even an AI bookmark that Alex is jazzed about! 0:00 TWiST All-Stars summer lineup announcement 2:43 Plaud: If your work depends on conversations — interviews, meetings, calls — you need a Plaud NotePin. You can check it out at and use code TWIST for 10% off! 5:08 Eric Schmidt booed at University of Arizona commencement 8:57 Why Gen Z feels "double-crossed" by AI leaders 10:10 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 to learn more. 15:22 Is this AI's Vietnam moment? The anti-war parallel 18:04 Theo Baker's NYT essay on Stanford's AI cheating culture 19:24 Sentry - New users can get $240 in free credits when they go to and use the code TWIST 22:30 Why Jason says everyone should start a company 28:59 Anthropic + OpenAI capture 89% of AI startup revenue 30:17 Vanta: Get $1000 off your SOC 2 at 31:57 Are token sales a duopoly? Negative gross margins debate 35:17 Risk of building app-layer startups on top of foundation models 38:22 Inside Tracker bounty update: AI sidebar + 41:18 Mark II: the $159 AI bookmark Alex wants 49:31 Flock Safety solves Austin shooting via Manor PD 53:39 DeFlock map and the geography of surveillance in Texas 1:03:42 Noti Gang: AI for filing patents 1:05:45 Noti Gang: Running AI models locally on Mac Studios 🎥 Watch the full episode here 👇
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The day every car becomes fully self driving is closer than you realize. @wayve_ai CEO, @alexgkendall: The science is done. What's left is engineering. Companies like Wayve and Tesla have proven hands-off driving scales. The remaining gap is data, compute, and validation… not breakthroughs. Are you excited for the day self-driving cars are everywhere?
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Self-driving has graduated from science problem to engineering challenge. That’s what Wayve’s @alexgkendall and Waabi’s @RaquelUrtasun told @Alex during today’s autonomous vehicle double-header. Wayve and Waabi are hard at work building the technology needed to bring self-driving to fleets of cars and trucks, potentially accelerating the global evolution away from humans being forced to sit, and steer. The good news? Both companies are making insane progress, and your days of being forced to drive are numbered. 0:00 Alex Kendall (Wayve) joins the show 1:19 The contrarian bet on end-to-end AI and world models in 2017 3:05 What is a world model? GAIA-2 and GAIA-3 explained 7:34 Sensor agnosticism: camera, radar, LiDAR and minimum bar for safety 9:56 $1.5B raised — have we cracked self-driving? 10:09 Render: Find out why 5 million developers are already using the all-in-one cloud platform, Render. Go to and apply for the Render Startup Program to get $500-$100,000 in free credits, depending on your stage and backers. 20:38 Squarespace: Use offer code TWIST to save 10% off your first purchase of a website or domain at 25:03 How consumers will actually pay: bundle, subscription, or free trial 28:41 Why robotics applications beyond cars get cheaper after autos 30:15 IM8 Health: Start feeling like your best self every day. Go to and use the code TWiST to get a free welcome kit, five free travel sachets, and 10% off your order. 35:59 Raquel Urtasun (Waabi) joins the show 36:25 World models as controllable simulators for physical AI 43:34 One AI brain across trucks, robotaxis, and beyond 47:35 What changed in AI to make 2026 the deployment year 52:28 Why Waabi raised $1B when they're capital-efficient 58:52 Where Waabi is today: Volvo VNL Autonomous, Dallas-Houston, Uber Freight 1:00:50 Per-mile pricing and the Driver-as-a-Service model 1:07:20 Has Uber tried to buy Waabi? "Not for sale" 🎥 Watch the full episode here 👇
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Jason wants his doctor to start with his Whoop data. They won't. Meanwhile tech is rebuilding healthcare from scratch. Oura, Function, Superpower and Whoop demonstrate how it's done: clinicians via video chat and AI coaches. Could this be the new way of health care?
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Michael Ryan tweeted that he'd deliver and install Open Claw on a Mac Mini via lime scooter. He got flooded with clients. Days later: paying customers, recurring revenue, SaaS. Sometimes the best way to find product-market fit is to post something stupid and see who says yes.
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Use AI first or this isn't the place for you. If you don't have the time to learn AI, you don't have a job anymore. Ask AI how to do your job better. Let it do your repetitive tasks. Keep your job.
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Anthropic and OpenAI slammed the this week on secondary transactions of their shares as both AI labs race to list. To help @jason and @alex unpack the market-moving news, investors @jefielding @davemcclure and @lessin joined our venture capital panel to make plain which Anthropic investing vehicles are legit, and which may be fake. The group also dug into software moats, large venture funds pressuring smaller firms, the future of LP capital, and the IPO market! 0:00 Guest introductions 1:30 Guest introductions 2:36 Anthropic voids unauthorized SPV trades 9:23 Accredited investor reform & the SEC sophisticated investor test 9:40 Quo (formerly OpenPhone) - Quo gives you a clean, modern way to handle every customer call, text, and thread all in one place. Try it free at 12:25 Naval's USVC closed-end fund as a workaround 17:23 Plaud: If your work depends on conversations — interviews, meetings, calls — you need a Plaud NotePin. You can check it out at and use code TWIST for 10% off! 18:30 Pro-rata rights battles: when Series A investors push seed investors out 20:18 Grasshopper Bank: Time is money. Don't waste either. Go to and get an exclusive $500 cash bonus just for opening an account. 29:55 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 and get $1,200 off your first year. 31:05 Storing wealth in stories vs. cash flows 35:01 Cerebras and Fervo Energy IPOs — meaningful liquidity? 38:36 Will SpaceX, Anthropic, OpenAI IPOs redistribute capital or compound it? 46:40 The $15M Series A founder who returned the money because of Claude 50:43 Should founders pivot or return capital when the world changes? 57:25 OpenAI's $6.6B tender and Shruti Gandhi's viral SF cost-of-living tweet 1:01:07 Intercom rebrands to Fin: the AI-first late-stage pivot 🎥 Watch the full episode here 👇
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