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What we’ll learn from Anthropic’s $2-$3T IPO | E2325 show art What we’ll learn from Anthropic’s $2-$3T IPO | E2325

This Week in Startups

This Week In Startups is made possible by: PayPal Open CLA Odoo Today’s show: *Anthropic is likely headed for the largest IPO in history. A reported 2-3 trillion October debut would blow past SpaceX’s recent record. Jason breaks down why the. numbers matter less than what they’ll reveal about the entire AI economy. Then, chats with a pair of founders: one who’s selling subscription water filtration systems that will keep microplastics out of your brain (and other body parts), and another who’s building the AI software that powers automated solar panel installation. Guests Sami...

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These robots could cut delivery costs by 80% | Next Unicorns show art These robots could cut delivery costs by 80% | Next Unicorns

This Week in Startups

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Zuck’s AI manifesto is a data center PR masterclass | E2323 show art Zuck’s AI manifesto is a data center PR masterclass | E2323

This Week in Startups

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Airtable’s 80% off value crash: VCs explain why it’s still a win | E2321 show art Airtable’s 80% off value crash: VCs explain why it’s still a win | E2321

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Banning Chinese robots isn’t regulatory capture | E2318 show art Banning Chinese robots isn’t regulatory capture | E2318

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This Week In Startups is made possible by: Northwest Registered Agent- Odoo - MongoDB -   Today’s show: The FCC’s decision to ban Chinese humanoid robots over security concerns is a boon to American startups, which now face a narrower competitive market. But where should we draw the line on security over competition? Menlo Ventures’ Deedy Das, Weisburd Pierce’s David Weisburd, Plexo Capital’s Lo Toney, and LAUNCH’s Jason Calcanis broke down how they differentiate between legitimate security concerns and purported regulatory capture. Today’s venture capital roundtable also...

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Why quantum has been “10 years away” for 30 years | E2316 show art Why quantum has been “10 years away” for 30 years | E2316

This Week in Startups

This Week In Startups is made possible by: PayPal Open DigitalOcean Rippling   Today’s show: *For three decades now, we’ve been told that breakthroughs in quantum computing are right around the corner. So why hasn’t anything materialized? On TWiST in Tokyo, Jason sits down with Yaqumo CEO Kazuhiro Nakashoji and discusses what needed to change (like better algorithms and hardware), and why we may finally be nearing quantum’s big moment. Find out why quantum machines are so error-prone, explore the unusual international quantum supply chain, and get a heads-up about the...

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More Episodes

This Week In Startups is made possible by:

MongoDB - MongoDB.com/ai

Rippling - Rippling.ai/twist

Agree.com - agree.com

 

Today’s show:

Hustle Fund’s Eric Bahn and Chapter One’s Jeff Morris Jr. join our venture capital roundtable directly following the news breaking that Stripe wants to buy PayPal. The possible transaction highlights how little interest today’s leading startups have in going public any time soon. With host Alex Wilhelm, Bahn and Morris dug into when startups should burn the boats à la Fin, physical AI as the next frontier, the power of Silicon Valley groupthink, and how startups are approaching the first days of widespread, company-specific AI evals!

Guest links:

Eric Bahn https://x.com/ericbahn

Hustle Fund https://www.hustlefund.vc

Jeff Morris Jr. https://x.com/jmj

Chapter One https://chapterone.com

Show links:

Stripe wants to buy PayPal https://www.reuters.com/business/finance/stripe-advent-offer-buy-paypal-more-than-53-billion-sources-say-2026-07-15/

Flex https://www.flex.one/

Webflow https://webflow.com/

Oak https://www.oak.id/

Fin selling to Salesforce https://www.salesforce.com/news/press-releases/2026/06/15/salesforce-signs-definitive-agreement-to-acquire-fin/

Erebor https://erebor.bank/

“Competition is for losers” https://www.wsj.com/articles/peter-thiel-competition-is-for-losers-1410535536

Chapter One piece on the value of software https://jamesin.substack.com/p/some-areas-weve-been-investing-in

 

Timestamps:

0:00 Eric Bahn (Hustle Fund) & Jeff Morris Jr. (Chapter One) join the show!

1:35 Stripe's reported $53B offer for PayPal

6:29 Why founders don't want to go public

10:08 Agree.com - Stop chasing invoices and automate your entire contract-to-cash stack. Go to https://agree.com and tell them Jason sent you to get 50% off for life!

15:16 When is it time to burn the boats?

20:12 MongoDB - AI-assisted and agentic coding is helping you build faster than ever. Start building at https://MongoDB.com/ai

21:16 Does VC need an AI revolution?

30:50 Rippling - Thanks to our partners at Rippling! Head to https://Rippling.ai/twist and get the only AI built to give you full visibility across your startup and take complex actions across your entire business.

32:36 Custom evals, open source models, and avoiding vendor lock-in

36:37 Physical AI and robotics as the next frontier

37:42 Oak's $60M seed and startup clusters chasing agent infrastructure

40:43 Escaping the Silicon Valley "think tank"

48:28 Consumer AI's missing wave

1:00:18 AI regulation and how to get it right

1:12:01 Where to find our guests and wrap-up!

 

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Follow Lon:

X: https://x.com/lons

 

Follow Alex:

X: https://x.com/alex

LinkedIn: ⁠https://www.linkedin.com/in/alexwilhelm

 

Follow Jason:

X: https://twitter.com/Jason

LinkedIn: https://www.linkedin.com/in/jasoncalacanis