@jason

Host: @twistartups @theallinpod @thisweeknai; I invest in 100 startups a year @launch & @founderuni [email protected] for life

[@jason @Jason]

My media properties, from All In Summit to LIQUIDITY to @twistartups to @ThisWeeknAI and @thisweekinvc are growing -~5x over the past seven years

We are hiring people who are extremely hard working and talented, from zero to 10+ years experience in research, writing, social media and podcasting

Please reach out if you’re awesome and want to be part of the builder side of the business, as we are the first venture firm to combine podcasts, newsletters, live events and investing — something almost ever single firm has now copied!

Join us and win… no politics, no bullshit, no link bait, no sinking media company dynamics

just great work and access to the top builders in the world

No woke or maga bullshit — just reporting the facts and collecting the most intelligent takes

[This Week in Startups @twistartups]

Want to come work with @Jason?

If you're highly motivated and passionate about tech, AI, and startups, our venture firm @LAUNCH and media division @twistartups have 14+ roles open!

Here's the full list 👇

[@jason @Jason]

All this hand-wringing over capex from Facebook, Microsoft, Google and other new entrants is unnecessary.

When products are this good and improving this fast, we won't overbuild; if anything, we'll be constrained by physics and regulation.

And these machines will last a decade, as software gets relentlessly more efficient and we find creative uses for older clusters.

Earnings will be absurd in the next five years, as companies like Microsoft, Uber, Tesla, Robinhood, and Meta have revenue per employee DOUBLE every 3-4 years.

Pay attention to revenue and earnings per employee.

[Walter Piecyk @WaltLightShed]

Incredible strategic misstep.

[@jason @Jason]

@XCreators Very cool! Cc @twistartups @Lons

[@jason @Jason]

Fantastic talk by @amandabradford for founders

[This Week in Startups @twistartups]

Before The League launched, Amanda Bradford threw boat parties and MBA mixers where the only way in was having the app on your phone. She raised $2M right after launch. Would this work for your startup? Consumer? B2B? Or only dating? @amandabradford @TheLeague @Jason

[This Week in Startups @twistartups]

Before The League launched, Amanda Bradford threw boat parties and MBA mixers where the only way in was having the app on your phone. She raised $2M right after launch. Would this work for your startup? Consumer? B2B? Or only dating? @amandabradford @TheLeague @Jason

[@jason @Jason]

@GrantCardone Do you have an escrow or platform that can actually lock this in?

[@jason @Jason]

@pete_rizzo_ Actually… I haven’t responded yet!

[@jason @Jason]

@TheWiseIC @drayinvests This is all a function of price... if uber is undervalued, the overvalued stocks will make a run at them.

if uber becomes appropriately priced again ($100-120 a share), they will buy companies -- if not, it makes more sense for uber to buy their own shares back!

[@jason @Jason]

@drayinvests with this administation big M&A is on the table !

[@jason @Jason]

@Alexander_W1N @buccocapital bought another 3,000 shares this past week... I am going to hold for 10 years

[@jason @Jason]

@muneeb An intelligent response! Didn’t expect that from the bitcoin community

Please outline why bitcoin should be worth 150-200k? Is this just momentum, gut or a based on what assumptions

[LAUNCH @LAUNCH]

Two companies tied for first at this week’s LAUNCH Accelerator pitch session 🏆

[@jason @Jason]

@CorySwan 🤫

[phil beisel @pbeisel]

Having hired many Project Titan team members over the years at Rivian, I can say it wasn't a lack of talent.

Rather, a lack of will.

Apple's leadership couldn't see its way through two very hard problems: autonomy and manufacturing.

The solution to manufacturing was always vertical integration. But Apple, hooked on outsourced manufacturing, couldn't see the path.

As for autonomy, we know Tesla FSD is the way.

Perhaps Apple could have partnered with Tesla early in the game. At the time, one of Tesla's biggest advantages was its fleet data.

Consider Apple's entire vehicle data collection fleet running around the Bay Area a few years ago. There were probably more Teslas in the parking lot, collecting real-world driving data on Apple employees' commutes every day, than Apple had dedicated test vehicles.

Apple had the talent (or could hire it). It had the money. What it couldn't do was figure out how to build a car on the terms the problem demanded.

[@jason @Jason]

Inside Anthropic’s S-1, SpaceX Soars, Why VCs Are Ditching Seed Funds https://t.co/2QykqABPhG

[@jason @Jason]

https://t.co/2QykqABhs8

[@jason @Jason]

Much better to spend $17B on self driving efforts and store relationships than buying Instacart

[Aria Radnia 🇮🇷 @ariaradnia]

$UBER just added 300+ Key Food supermarkets across the Northeast and Florida to Uber Eats

These are independently owned stores that could never build their own delivery network, so Uber becomes their digital storefront

Grocery is quietly turning into one of Uber’s biggest growth levers 👀

[@jason @Jason]

Can’t believe Apple invested $10B into the Apple car and gave up…

All their cash, stores and brand loyalty — they would have made something really interesting and owned the fourth screen