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 👇
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@jason✓
@Jason
Host: @twistartups @theallinpod @thisweeknai; I invest in 100 startups a year @launch & @founderuni [email protected] for life
6.3K Following1.8M Followers73.9K Posts
@jasonRT @twistartups: Alicorns are the next unicorns. @jason: “They use their Pegasus wings to fly over a funding round.” “They skip their Series B… because they have revenue.”0503.9K- @jasonRT @twistartups: Are the Anthropic founders on a mission to save humanity? @dawallach: “These are dyed in the wool legitimate religious extremists. And they might be right. And if they’re right, we should thank them because they’re saving civilization.” @davemcclure: “I really do think that he’s trying to birth a deity that is a benevolent deity and will save humanity.”0203.8K
- @jasonRT @twistartups: Jason posts his monthly “Bitcoin is dead” and the internet loses it. @jason: “Why put your resources into a dead network?” “There are far too many dynamic places to put your money that are creating much more value.” “Every month I do my Bitcoin is dead post when I’m bored.” “Now there’s three people who want to bet me $1 million that it’s going to hit an all time high.”0303.9K
- 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.180701.4K119K
- @jasonRT @WaltLightShed: Incredible strategic misstep.@jason @JasonCan’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 screen0104K
- @jasonRT @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 @Jason0503.9K
- @jasonRT @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 @JasonCan’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 screen02704.1K
$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 👀
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Bitcoin will never break its all-time high again." — Jason Calacanis Jason, I'll bet you $1,000,000 it will break its ATH. Here are the terms: Bitcoin hits or exceeds $126,210.50 on or before October 28, 2028, 12PM PST I’m happy to trust you to pay or if you prefer we can each escrow the dollars with independent party. The bet is either settled when Bitcoin hits the ATH or on October 28, 2028. @jason Do we have a bet?1.2K81112.4K1.7M
Cathie Wood's Ark just sold $15.9M of its own Bitcoin ETF and bought $5.2M of Circle stock. Read that again. Selling the Bitcoin. Buying the company that prints digital dollars. That's the most 2026 trade I've seen all month, guys. When the "Bitcoin to $1M" fund starts shopping for stablecoin equity, should you pay attention?
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Instinct is currently raising @ $30b. $100M → $500M → $2.5B → $10B → ~$30B in sub 1y. If you're still not inside the private market this should be a good signal to pivot aggressively. Wealth creation is going to be heavily skewed toward private investors over the coming decade.226572.1K1.1M- 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 takesThis Week in Startups @twistartupsWant 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 👇2525240118K
- 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 screen18281.2K256K
- Fantastic talk by @amandabradford for foundersThis Week in Startups @twistartupsBefore 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 @Jason003123.4K
- Much better to spend $17B on self driving efforts and store relationships than buying InstacartAria Radnia 🇮🇷 @ariaradnia$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 👀3719053.1K
- So much free money!Grant Cardone @GrantCardoneBitcoin will never break its all-time high again." — Jason Calacanis Jason, I'll bet you $1,000,000 it will break its ATH. Here are the terms: Bitcoin hits or exceeds $126,210.50 on or before October 28, 2028, 12PM PST I’m happy to trust you to pay or if you prefer we can each escrow the dollars with independent party. The bet is either settled when Bitcoin hits the ATH or on October 28, 2028. @jason Do we have a bet?17241.4K358K
- 📝Kyle Chassé 🐸 @KylechasseCathie Wood's Ark just sold $15.9M of its own Bitcoin ETF and bought $5.2M of Circle stock. Read that again. Selling the Bitcoin. Buying the company that prints digital dollars. That's the most 2026 trade I've seen all month, guys. When the "Bitcoin to $1M" fund starts shopping for stablecoin equity, should you pay attention?21519557.4K
- What their revenue?Lukas Gruber @lukasgruber__Instinct is currently raising @ $30b. $100M → $500M → $2.5B → $10B → ~$30B in sub 1y. If you're still not inside the private market this should be a good signal to pivot aggressively. Wealth creation is going to be heavily skewed toward private investors over the coming decade.1511506371K
