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 This Week In Startups is made possible by: Squarespace Northwest Registered Agent Agree Today’s show: *Cytronic built a robotics-first fulfillment network, packing and shipping orders for cents instead of dollars, from small, city-adjacent micro-warehouses. Alex chats with CEO and co-founder Kevin Gibbon about how he can build a fulfillment warehouse for $1.2 million, and why it costs Amazon 50M-100M. PLUS Eyebot delivers low-cost doctor-reviewed eyeglass prescriptions following 90-second vision tests, conducted...
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This Week In Startups is made possible by: Every.io NetSuite YSecurity Today’s show: *Meta chief Mark Zuckerberg published a 6,500 word essay about the future of AI, and Jason thinks it’s his smartest PR move in years. The thinkpiece, “The Future is for Everyone: The Path to a Positive AI Future,” arrives alongside a new open-weight Meta model — Muse Glimmer — and the promise of an open-weight version of Muse Spark 1.2 to come. Zuckerberg’s clearly pitching an “abundance” narrative, promising the American public untold benefits from AI technology — everything from a...
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This Week In Startups is made possible by: DigitalOcean Sentry Lightfield Today’s show: A hedge fund just blew up shorting SaaS stocks. In turns out, the software companies that went all in on AI are bouncing back. Figma’s CEO — still riding high on strong revenue — forfeited roughly $46 million in stock awards to ease investor nerves. Twilio posted its strongest quarter in years. Airbnb’s CEO credits AI as the single biggest factor in the company’s incredible turnaround. Jason and Lon break down what’s separating the winners this earnings season from the companies that are...
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This Week In Startups is made possible by: Vanta Agree Odoo Today’s show: *Airtable just sold for $2.25 billion, an 81% drop from its peak of $11.7 billion. On this week’s TWiST VC Roundtable, Aditya Agarwal (South Park Commons), Niko Bonatsos (Verdict Capital), and Rick Heitzmann (FirstMark Capital) break down why the venture world sees this as a good outcome, not a financial disaster. By declining the deal, would Airtable’s team have just been delaying the inevitable? Is the fact that they reached $400M+ ARR on its own a reason to celebrate? Find out why our investor panel prefers...
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This Week In Startups is made possible by: Odoo Quo Northwest Registered Agent Today’s show: *Before Bespoke’s “travel concierge” chatbot could actually hold a conversation, founder/CEO Akemi Tsunagawa and her team quietly answered customers themselves. That “fake it till you make it” strategy paid off. Bespoke landed Narita Airport as a customer based on the strength of their “chatbot” answers, and now the team runs three companies, and is expanding into shipyard robots. In the fourth and final edition of TWiST Tokyo for Summer ‘26, Jason and Akemi discuss her thesis:...
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This Week In Startups is made possible by: YSecurity MongoDB Odoo Today’s show: AI models can solve PhD-level math equations and code an app in minutes… So why does everything they design look like identical slop? Thais Castello Branco, founder of Taste Labs, raised $18.5M in seed funding to teach frontier models about aesthetics and outputting quality content. She talks to Jason and Lon about why even frontier models regress to the mean on subjective tasks, how paid “TasteMakers” can improve output quality, and whether AI accelerates or destroys the half-life of “what’s...
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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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This Week In Startups is made possible by: Every.io MongoDB Agree Today’s show: *Most lab-grown meat companies have already gone under. It’s expensive to produce, and there’s little demand from real-world consumers. But Tokyo’s IntegriCulture is still standing after selling their proprietary serum to cosmetics companies. On Episode 3 of TWiST from Tokyo, Jason sits down with Dr. Yuki Hanyu, an Oxford-trained chemist who started a DIY meat movement out of a comic convention and turned it into Japan’s first cell-cultured protein company. PLUS why the cultivated meat market stalled...
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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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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/
Webflow https://webflow.com/
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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