Every day, Jason Calacanis and Molly Wood cover startups, technology, markets, media, crypto, and the all the hottest topics in business and tech. They also interview the world’s greatest founders, operators, investors and innovators.
TikTok vs. YouTube, Bolt CEO calls Stripe & YC “Mob Bosses,” Culdesac, Anduril wins $1B contract | E1369
In this all news show Jason and Molly talk about Jason's strategy for meeting with founders (1:48) and we talk about monetization for creators on TikTok and how payouts compare to YouTube (6:48). Then we look at the post where Bolt Founder Ryan Breslow accused Stripe and YC of being Silicon Valley mob bosses (31:41). Our startup of the day is Culdesac, which is building a walkable community in Arizona (45:42). To wrap, we cover Anduril’s $1B Department of Defense contract for counter-drone tech, their largest contract to date (58:55).
Comparing 2022 to the Dot-Com bubble + Activist investor challenges Peloton leadership | E1368
Due to the volatility in the market, Jason and Molly review the fundamentals of Block, Zoom, Netflix, Coinbase, and AirBnB and compare this correction with the Dot-com crash (2:11). They discuss investing in a downturn, the difference between private and public investors, speculative businesses vs. strong fundamentals and more! To wrap, we cover activist investor Blackwells Capital calling for the Peloton Board to terminate CEO John Foley and consider a sale (57:10).
Sunday VC School: how investors work together + Prime Movers Lab’s Ramez Naam | E1367
First, Jason teaches Sunday VC School: how investors work together (01:54). In this segment you will learn.
1. How collaboration varies across investing stages.
2. How lead investors are determined and what their responsibilities are.
3. The strategies you can use to win deals (Jason explains the pitch he gives to founders with options).
4. The warning signs to watch for when working with other investors.
5. Tactics founders can use for lower-friction fundraising.
Then, Molly chats with Ramez Naam from Prime Movers Lab in a This Week in Climate Startups segment (35:10). They discuss the declining costs of renewable energy, making the choice between advancing existing technologies and inventing new ones, how science fiction can make you a better investor and more.
Apple AR headset scoops with Mark Gurman + Campbell Baron: Gen Z startup content creator | E1366
First, Jason and Molly chat with one of the top Apple reporters, Bloomberg's Mark Gurman, about Apple's AR headset (2:02). They talk about Apple's strategy, timeline, competitive strengths and more. Then our Producer Rachel chats with Campbell Baron, a 19-year old who sold his TikTok to Workweek, a new startup-focused media company (1:00:25). Campbell created business content and accumulated millions of views before he turned 18! In the interim, the producers Jason & Molly have a chat about what they are working on, lessons from their early careers and more (35:25).
Google AR, Peloton pullback + David Friedberg: Cana, the first molecular beverage printer | E1365
David Friedberg joins to discuss The Production Board's latest company, Cana, which is making the world's first molecular beverage printer. But first Jason and Molly break down some news. Google is reportedly working on an AR headset (2:15) and Peloton trying to improve their bottom line by raising prices and reportedly halting production and trimming headcount (18:54).
Then, David joins to chat about how his company Cana could totally remake the beverage industry with a device reminiscent of Star Trek's Replicator (36:57). You will learn:
1. How humans perceive taste.
2. How The Production Board incubates deep tech companies and evaluates if science is ready to be commercialized.
3. The way the Cana device will be able to recreate any beverage on demand.
4. Which types of beverages will be practical first.
Check out Cana: https://www.cana.com/vision
FTC antitrust revision, 5G rollout pause + David Rosenthal’s $2.8M fund: Angel S6 E2 | E1364
First Jason and Molly cover how 5G rollouts are causing problems with airlines (2:03) and Lina Khan’s remarks on reworking antitrust regulation to not only consider deals inflicting consumer harm, but those lessening competition (10:10).
Then, David Rosenthal for Season 6 Episode 2 of Angel (29:00)
- David’s been a VC for a while, but he just launched a new $2.8M fund part-time with Nat Manning
- We get into why his small fund size is actually so significant and represents new possibilities in venture
- How he uses his podcast and community to get dealflow
- What he thinks you need before starting your own VC fund